Resource Allocation in Seaweeds and Marine Invertebrates: Chemical Defense Patterns in Relation to Defense Theories Greg Cronin CONTENTS I.. Both groups areanchored in place, must grow i
Trang 1Resource Allocation in Seaweeds and Marine Invertebrates: Chemical Defense Patterns in Relation to Defense Theories
Greg Cronin
CONTENTS
I Overview 325
II Allocation of Finite Resources 326
A The Model 326
B Dealing with Natural Enemies 328
1 Structural Defenses 329
2 Associational Defenses 330
3 Nutritional Defenses 330
4 Chemical Defenses 330
III Allocation of Resources to Secondary Metabolites 331
IV Allocation Models for Chemical Defense 333
A Optimal Defense Theory 334
1 Inducible Defenses 335
B Growth–Differentiation Balance Hypothesis 337
C Carbon–Nutrient Balance Hypothesis 340
D Environmental Stress Theory 341
E Resource Availability Model 342
F Plant Apparency Model 342
G Spatial-Variation-in-Consumers Model 343
V Final Remarks 344
Acknowledgments 345
References 345
I OVERVIEW
To be successful, all organisms must acquire resources They must also tolerate, avoid, or defend against becoming a resource for consumers, at least until after reproduction The majority of this volume deals with how organisms use chemicals to defend themselves from consumers, though secondary metabolites affect their interactions with competitors, parasites, commensals, conspecifics,
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and the abiotic environment.1–6 This chapter discusses how organisms allocate acquired resources
to various life processes, including the production of secondary metabolites
The finite resources available to organisms must be allocated to several life processes includinggrowth, reproduction, maintenance, defense, and further resource acquisition It is often assumedthat a resource allocated to one process incurs a cost to the remaining processes because the resource
is diverted away from them.7,8 It is also assumed that natural selection acts to optimize the allocation
of resources to best suit the life history and environment for a particular organism, of course, withinevolutionary and ecological constraints
While organisms must allocate resources to the above-mentioned processes, resources varyqualitatively and quantitatively among species For example, autotrophs and heterotrophs havefundamentally different modes of resource acquisition; the former acquires energy from solarradiation or reduced minerals (i.e., abiotic sources), and the latter acquires energy from reducedcarbon molecules (i.e., biotic sources) This chapter attempts to address how differences amongautotrophs, heterotrophs, and mixitrophs affect resource allocation Mixitrophic sessile invertebratesshare several biological and ecological similarities with autotrophic seaweeds Both groups areanchored in place, must grow in an open manner to acquire resources (light for both groups andplankton among filter feeding invertebrates), have modular body plans,9 can regenerate from basalportions following a dormant period,10 and can regenerate tissue lost to disturbance or partialpredation.11,12 These similar biological traits result in similar ecological strategies; both groups aretolerant of some consumption and are often defended by structural or chemical defenses.1–6
This chapter briefly discusses the various processes to which organisms allocate resources andthen concentrates on allocation to secondary metabolites, the focus of this volume as a whole.Throughout this chapter, the term predator refers to any consumer of seaweeds or invertebrates.Therefore, herbivores, parasites, and consumers of animal prey are all covered under the generalterm predators
II ALLOCATION OF FINITE RESOURCES
A T HE M ODEL
Pie charts are used to represent the total amount of resources (i.e., materials and energy) acquired
by an organism, and the size of each pie slice represents the proportion of total resources allocated
to a particular process (Figure 9.1) The size of the pie is larger for organisms that allocate a greaterproportion of resources to further resource acquisition The reason chemical defenses are assumed,though rarely determined, to be costly is because the pie slice that represents allocation to defensessubtracts from the amount of resources available to the remaining processes
The relative success of each allocation pattern is dependent on the biotic and abiotic conditions
in which the organism finds itself (Figure 9.2) Allocating resources heavily towards defense may
be adaptive under conditions of intense predation pressure, but may be maladaptive under conditionswith little predation pressure, as organisms that allocate heavily towards further resource acquisitionand growth would likely be superior competitors Of course, the context in which these interactionstake place is far too complicated to address every possible caveat of allocation patterns For example,
in the case just given, if the secondary metabolites produced by the heavily defended species haveallelopathic effects on competitors as well as defensive properties against predators, then thedefended organism may compete well regardless of the abundance of predators Under physicallystressful conditions, an allocation pattern that favors maintenance may be most adaptive sinceorganisms will be better equipped to maintain life processes under adverse physical conditions.13
Important life processes that require energy and material resources include growth, maintenance,reproduction, further resource acquisition, and dealing with natural enemies It is important to
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recognize that these various processes occur simultaneously within organisms and are interrelated
in complex ways
Growth rates vary tremendously among marine organisms Among seaweeds, filamentous algaehave some of the highest growth rates, doubling in size every few days, while some crust-formingcoralline algae have very slow growth rates, taking months to double in size.14 Ecologists havedetected correlations among growth form, growth rates, and strategies to deal with herbivores.15,16
Forms with high surface area to volume ratio have high levels of photosynthesis (i.e., resourceacquisition) but are generally susceptible to herbivores However, rapid growth allows these species
to replace tissue rapidly (i.e., they can tolerate consumers) In contrast, seaweeds with a low surfacearea to volume ratio, a large amount of structural material, or compressed mats or turfs have reducedphotosynthesis due to self-shading or limited nutrient uptake, but are typically less susceptible andless tolerant to herbivores.14,17,18
Once tissue is grown, it does not stop requiring resources Material and energy are needed(1) to maintain tissue, whether or not it is actively growing, (2) for reproductive effort (e.g., matesearching, gamete production, and parental care), (3) for the acquisition of additional resources,and (4) for dealing with natural enemies The allocation of resources to dealing with natural enemies,especially predators, is the focus of this chapter
FIGURE 9.1 Conceptual model of allocation of resources among various life processes The defense pie could be further divided into slices for defense against predator 1, defense against predator 2, defense against parasite 1, secondary metabolite 1, secondary metabolite 2, or secondary metabolite 3, since many organisms produce multiple secondary metabolites that are differentially effective against different natural enemies The top pie is larger (i.e., has more total resources) than the bottom pie because a greater proportion of resources
is allocated to resource acquisition in the former situation.
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B D EALING WITH N ATURAL E NEMIES
All organisms are composed of fixed carbon, biomolecules, and mineral nutrients, and thereforerepresent energy and nutrient resources for consumers To be successful (i.e., grow, maintain self,and reproduce), organisms must avoid, tolerate, or defend against natural enemies.19 Of course,these strategies are not mutually exclusive, and many species use more than one strategy Forexample, induction of chemical defenses can be viewed as using an avoidance strategy until beingdetected by a predator, tolerating a small amount of consumption that serves as the cue to makethe switch to the defensive strategy
Avoiding consumption involves being where and/or when consumers are rare or inactive.Seaweeds and sessile invertebrates can avoid predators spatially, by growing in habitats with lowdensities of predators, such as reef flats, sand plains, sea grass beds, and mangroves,20–23 ortemporally, by growing when predation pressures are low.24–26
FIGURE 9.2 Different allocation patterns predicted to be adaptive along environmental gradients of abiotic stresses, competition, and predation pressures, which should select for high resource allocation to maintenance, resource acquisition, and defense, respectively This model predicts allocation patterns for Grime’s plant strategies 13 and draws predictions from various chemical defense theories Allocation to reproduction and growth are not shown for clarity.
Competition
Predation
Abiotic StressResource Acquisition Maintenance Defense
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Tolerating consumption involves having rates of regeneration that can keep up with losses toconsumers Generally, organisms with a modular body plan such as plants and colonial invertebrateshave a greater power of regeneration than organisms with determinant growth such as verte-brates.11–12 Algal species that tolerate herbivory well are responsible for the high levels of produc-tivity that occur on coral reefs.14,16 These fast growing filamentous algae have basal portionsprotected in crevices of the reef (i.e., the basal portions avoid consumption here), but the tops ofthe filaments are quickly consumed by herbivores shortly after growing above the protectivecrevice This consumption is nonlethal, and the alga simply regrows what was lost This is similar
to the strategies of turf grasses: grazers or lawnmowers frequently cut the tops of blades, and thegrasses, which have their meristems protected close to the ground or below ground, simply replacethe lost portion.13
Defending tissue against consumption involves making it less attractive to or shielding it frompotential consumers Defense is a common strategy among sessile or sluggish organisms, especiallyones that must grow in an exposed manner to acquire resources (e.g., photosynthetic or filter-feeding organisms) These life history traits place constraints on the ability to avoid consumption,because fleeing or hiding from consumers is difficult or impossible Four categories of defensesused by marine species are structural, associational, nutritional, and chemical defenses
1 Structural Defenses
Structures that defend marine organisms from being consumed can act as external shields, sharpspines located externally or internally, or support material that make tissues too hard to easily bite,making them a good first line of defense.16,27–29 External structures that protect vulnerable internaltissues include the chitonous exoskeleton of crustaceans, calcarious shells of molluscs and barnacles,tests of echinoderms, and the tough tunics of ascidians.9 Needle-like internal structures such asspicules and sclerites are distributed throughout the soft tissues of some sponges, cnidarians, andascidians Calcareous or siliceous spicules of sponges are arranged in specific configurations by alattice of spongin fibers, creating a tough skeleton that provides support and possible defense forthe organism The effectiveness of these structures as antifeedants is unclear as the sclerites fromgorgonians and soft corals deterred fishes,27,28 but the spicules from several sponges30 and anascidian31 did not deter fishes in bioassays
Calcium carbonate makes up as much as 90% of the dry mass14,32 of the hard thallus of seaweeds.This calcium carbonate does not form structures like spicules, but rather precipitates as smallspheres that would not likely pierce an herbivore that bit into it It was long believed that thiscalcium carbonate served like concrete to make the overall thallus harder to bite (i.e., a structuraldefense), or perhaps the calcium carbonate could dilute the nutritional value of the seaweed (i.e.,
a nutritional defense) Recent studies have shown that calcium carbonate reduced feeding byherbivores even when it does not influence the hardness or nutritional value of food Under theseconditions, CaCO3 was likely acting as a chemical defense, perhaps by raising the pH of guts or
by increasing the efficacy of secondary metabolites.33–36
Defensive structures can represent considerable costs to organisms, but as with chemicaldefenses (see below), alternative uses of these defenses may help defray their costs Hard chitonouscoverings serve a protective role to arthropods, but these structures also serve as an exoskeleton(likely the main reason for this adaptive covering), which defrays some of the defensive costs Theprecipitation of calcium carbonate from seawater is a consequence of photosynthesis altering pHand CO2–3 concentrations,14,37 hence the cost of producing this defense may be considered low.However, CaCO3 is an opaque powder that could shade chloroplasts, costing the seaweed ormixitrophic invertebrates photosynthetic potential Calcareous coralline algae are among the slowestgrowing seaweeds.16
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2 Associational Defenses
Associational defenses occur when a species gains protection from a natural enemy by associatingwith a protective host Mechanisms of protection provided to the defended species can be chemical,structural, camouflage, or aggressive.5,38–42 The species providing protection can benefit, beunaffected, or be harmed by the association, resulting in the association being termed mutualistic,commensal, or parasitic/predatory, respectively It is often difficult to place associational defensesinto one of these catagories because the impact of the interaction on the defending species istypically not quantified To add to this difficulty, the category of an interspecific interaction depends
on the ecological context For example, in the presence of light, zooxanthellae are mutualists ofmany sessile invertebrates,43 but in darkness, they are commensal or parasitic
With defensive mutualisms protection from natural enemies is provided by the association with
a protective host Many suspected examples of defensive mutualisms are epibiotic associations,where an unpalatable epibiont benefits from the substrate provided by the basibiont while protectingthe basibiont with an unpalatable covering Such interactions include associations betweenwhelk–bryozoan,44 kelp–bryozoan,40 clam–algae,45 and mussels serving as the basibiont for hydro-zoans, sponges, barnacles, and algae.41,42 Epibionts do not always protect the basibiont, and thereare examples of palatable epibionts increasing the susceptibility of the basibiont to predators Thissituation was termed “shared doom”41 as both species in the association are consumed together.Nonepibiotic defensive mutualisms include clown fish–anemone, amphipod–hydroid,46 andsome seaweed–herbivore interactions.47–49 For example, the coralline alga Neogoniolithon strictum
gains protection from fouling organisms (which could interfere with resource acquisition viaexploitative competition) from the crab Mithrax sculptus, even though Neogoniolithon does notdirectly provide the crab with significant food.49Neogoniolithon is a very hard, calcified seaweedthat is defended structurally, and perhaps chemically, against herbivores, including Mithrax, byCaCO3 The crab benefits by consuming epiphytes that it clears from Neogoniolithon and by usingthe hard seaweed as shelter from predators Branches of the hard seaweed provide a shelter for thecrabs: 20% of crabs tethered near the seaweed were consumed within 30 min, while 100% of crabstethered away from the seaweed were consumed during the same time period.49
Predatory associational defenses are the most commonly reported type of associational defense.These involve situations where the protective host is consumed by the defended species (i.e., thehost provides both food and habitat to the protected host) Small relatively immobile invertebratesreduce predation by associating with noxious hosts: these associations can be specialized50–54 orgeneralized.33,55–59 Predatory associational defenses are often chemically mediated, includingsequestration of host chemical defenses by the defended species Sequestration is most commonamong specialists50–54 but there are examples of larger generalists being able to sequester chemicaldefenses from their diet.33,59
3 Nutritional Defenses
An organism that is of low nutritive value may be protected from consumption because it is notworth eating.35,60 Optimal foraging theory would dictate that any would-be predator should foragefor more valuable prey This strategy is available to seaweeds and gelatinous animals, but is generallyunavailable to most animals, as their tissue is more nutritious.61 It is difficult to envision how anorganism allocates resources to nutritional defenses However, one can envision costs that may beassociated with this strategy; by maintaining itself at a low nutritional value, such an organism mayconstrain its ability to store nutrients and energy for lean periods or its ability for rapid growth
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structures,62 but can also include more generic compounds such as sulfuric acid63,64 or CaCO3.33–36
The production, transport, storage, and maintenance of defensive compounds require the allocation
of resources, and, hence, are often assumed to incur a cost to the organism (Figure 9.1)
While this chapter concentrates on the allocation of resources by marine organisms and therelated allocation costs of secondary metabolites, it is important to recognize that there are otherpotential costs of chemical defense that are unrelated to allocation These nonallocation costs includeecological, autotoxicity, and genetic costs Ecological costs occur when a secondary metabolitethat defends against one consumer makes the prey more susceptible to a second consumer Forexample, secondary metabolites often defend against generalist consumers, but can actually stim-ulate feeding by specialist consumers that have adapted to using a specific noxious host.56 Auto-toxicity, or self-poisoning, is problematic because secondary metabolites can be deterrent byinterfering with basic biological processes (thereby making them effective against a large number
of consumers), but the compounds can poison the same organism that they are defending if theyare not properly handled Finally, genetic costs occur when genes that confer chemical resistance
to natural enemies have negative pleiotrophic effects on other processes (separate from the diversion
of resources).65 Genetic costs of secondary metabolites have not been determined for any marineorganism, but there is limited information on ecological, autotoxicity, and allocation costs
III ALLOCATION OF RESOURCES TO SECONDARY METABOLITES
For a trait to be selected for, or not selected against, its benefits should increase fitness more thanits costs reduce fitness, on average A growing literature on the evolution of chemical defensessuggests that decreased susceptibility to consumers can be achieved only by diverting materialsand energy from other functions.7,19,65–68 While there are several theoretical reasons to believe thatdefenses are costly in terms of trade-offs, this common assumption is supported by little directevidence.65 However, there is much circumstantial evidence that supports the idea that the produc-tion, maintenance, transport, and storage of secondary metabolites have associated costs
One of the main obstacles for studying the allocation of resources is determining the appropriatecurrency to measure cost The different currencies that have been used include (1) the energy stored
in chemical bonds,69 (2) biomass allocated to various tissues or materials responsible for differentbiological functions,70 (3) the amount of limiting resource allocated to different processes, (4) thecompetitive ability of organisms with different allocation patterns, and (5) some measure of fitnesstrade-off.71
Allocation costs of secondary metabolites are discussed below, even though no direct measures
of these costs with marine organisms have been made.69 We tend to equate cost of secondarymetabolites with cost of chemical defenses because it is the defensive roles of these compoundsthat have been most studied However, it is important to recognize that the benefits of secondarymetabolites are not limited to defenses against predators; secondary metabolites can also be used
as defenses against fouling organisms,72–77 microbes,78–80 competitors,81 and the damaging effects
of UV radiation,82 as well as aggregation or gamete attractants.83,84 As a result of serving multiplefunctions, the total cost of secondary metabolite production could be less than that of theseindividual functions summed together
The synthesis of secondary metabolites requires materials in the form of atoms that composethe secondary metabolites, energy to form covalent bonds between the atoms, the enzymes thatcarry out the formation reactions, the genetic material that codes and synthesizes the enzymes, andthe cellular machinery that maintains pH, ionic strength, and redox potentials within a range thatallow enzymes to function properly.85 Some materials such as hydrogen and oxygen are readilyavailable and cheap, and contribute little to the material cost of synthesis Other materials such asphosphorus and nitrogen are of limited supply in many marine habitats.86 The use of these rarematerials in secondary metabolites is probably costly as they limit many primary metabolic path-ways, which helps explain the rarity of secondary metabolites that contain N or P.2 Fixed carbon
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can also be limiting under certain conditions (e.g., under shaded conditions for seaweeds) This
limitation is not a materials limitation because inorganic carbon (i.e., in the form of HCO3) is
abundant in the ocean Rather, it is an energy limitation, since reduced carbon compounds are the
energy currency in living systems
The principal anabolic pathways for secondary metabolites originate from just a few
interme-diates of primary metabolic pathways, such as acetyl CoA, shikimic acid, and melvonic acid.86
Among the important cofactors are ATP, NADPH, and S-adenosylmethionine, which need to be
continuously regenerated via primary metabolic pathways of respiration or photosynthesis The
fact that secondary metabolism shares chemical precursors with primary metabolism means that
secondary and primary metabolic pathways may compete for substrates and cofactors, strongly
suggesting that trade-offs occur at the biochemical level
Sequestration of chemical defenses synthesized by prey or symbionts is observed in several
marine invertebrates Sequestration is a common phenomenon among molluscs50,54,59,86–88 but has
only rarely been demonstrated among other invertebrate groups.52,89 By sequestering secondary
metabolites, organisms are able to eliminate the costs of synthesis
There may be additional advantages of sequestration as well, such as providing chemical
camouflage.5,54,90 An interesting example of sequestration that can be interpreted as camouflage is
the use of domiciles constructed of a chemically defended seaweed by the amphipod
Pseudamp-hithoides incurvaria.52 The amphipod does not physiologically incorporate its prey defensive
compounds into its body, but rather behaviorally sequesters the compounds by remaining inside a
bivalved domicile that the amphipod constructs out of the seaweed The amphipod is palatable to
fish once it is removed from the domicile, suggesting that the amphipod gains protection from
predators by being camouflaged as seaweed Such behavioral sequestration not only avoids the cost
of synthesis (as does physiological sequestration), but also avoids many costs associated with
storage, transport, maintenance, and autotoxicity; costs which physiological sequestration may not
avoid Potential costs associated with the domicile are the allocation of time and effort in
construct-ing the domicile and the burden of carryconstruct-ing it around
For concentrations of secondary metabolites to be continuously maintained, production must
keep up with growth (so increasing biomass does not dilute metabolites) and turnover Turnover
rates are probably species and compound specific.69,91 Costs associated with maintaining secondary
metabolites will depend on turnover rates and the degree at which breakdown products can be
recycled by the organism As with synthesis costs, organisms that sequester defenses may be able
to avoid maintenance costs by simply eating another chemically laden meal
The storage of compounds can differ greatly between seaweeds and invertebrates Compound
storage in seaweeds is not well known, but it likely occurs at the subcellular level, in places such
as cytoplasmic vesicles92 and structures called physodes.93 Animals can store secondary metabolites
within cells as seaweeds do,94 and they are also able to keep compounds in specialized organs or
glands For example, nudibranchs concentrate secondary metabolites in the dorsal mantle,50
cer-rata,96 digestive gland,50,95–97 and in subepidermal structures called mantle dermal formations
(MDF).64,90,98 These structures, whether they are subcellular or storage organs, require materials to
construct and energy to maintain
Related to costs of storage are costs of autotoxicity, or self-poisoning Besides segregating
secondary metabolites away from sensitive areas with storage structures, another way to reduce
the cost of autotoxicity is to store defensive metabolites as inactive precursors and convert them
to active compounds when they are needed for defense.99,100 This process is termed activation in
order to distinguish it from induction of defenses which refers to the longer term response in which
the general defense mechanisms of an organism are increased above constitutive levels (induction
is discussed below) Activation of chemical defenses is common among terrestrial plants, but has
only been described for Halimeda spp.101 and a sponge.102 The major compound found in Halimeda
is halimedatetraacetate, a compound that is not very deterrent against herbivores Upon damage to
the thallus, halimedatetraacetate is rapidly converted to halimedatrial, a much more deterrent
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compound This activation of halimedatetraacetate is probably enzymatically mediated, though the
enzyme has not been identified It is also unknown how halimedatetraacetate is compartmentalized,
but logic suggests that the compound is stored separately from the enzyme, and damage by an
herbivore brings the two components of the reaction together.101
Terrestrial ecologists suggested that autotoxicity might constrain the use of chemical defenses
in developing organisms when they asked, “Why are embryos so tasty?”103 It was hypothesized
that chemical defenses might be fundamentally incompatible with development because bioactive
compounds could have teratogenic effects on the embryo However, chemical defenses are not
completely incompatible with embryo development as many marine invertebrates produce
chemi-cally defended eggs and larvae6,31,50,104–106 as do some beetles and a few other terrestrial organisms.103
The constraint of producing chemically defended embryos seems to have more to do with adults
being capable of producing chemical defenses and provisioning the eggs, and less to do with a
physiological incompatibility, since examples of chemically defended eggs and larvae come from
species where the adults are known to be chemically defended.104,105 Questions about the source of
secondary metabolites (whether they are autogenic or provisioned by the parent), where compounds
are located within larvae, mechanisms that prevent secondary metabolites from poisoning
devel-opment, or how chemical defenses change ontogenically are only beginning to be addressed in
marine organisms.6,31,50,104–107
There may also be costs associated with transporting secondary metabolites The fact that
secondary metabolites are compartmentalized or otherwise stored means that they must be actively
transported against a concentration gradient into a vesicle, physode, or similar storage structure
To this author’s knowledge, the details of these processes have not been determined for marine
organisms However, such intracellular transport of polar metabolites may be similar to the current
models of (1) active transport of amino acids, sugars, ions, and other cellular nutrients, (2) receptor
mediated endocytosis, or (3) ion trapping.108 The production of vesicles, carrier proteins, receptors,
and ion pumps requires materials and energy, so such intracellular transport likely involves costs
Intercellular transport is advantageous because it allows the movement of defenses to areas that
are under attack by natural enemies However, such capability of efficient transport requires a
vascular system, expenditure of energy, and subjects additional cells to risk of autotoxicity
The prevalence of chemical defenses among marine organisms suggests that the benefits of
protection outweigh the various costs listed above The benefit most often documented by marine
ecologists is the decrease in losses to predators.1–6,109–111 Empirical evidence abounds that secondary
metabolites reduce consumption by predators, probably because of the availability of methods to
test the antifeedant effects of secondary metabolites against consumers in ecologically realistic
manners It is likely that defensive secondary metabolites serve multiple roles such as
allelochem-icals,112,113 antifoulants,73–76,114 antibiotics,78,115,116 sex attractants,82,83,117–119 or settlement cues,72 but
ecologically realistic assays for these functions are in their infancy.5 As an example, for a secondary
metabolite to be beneficial as an antifoulant, it should be located near the surface of the organism
so any would-be fouling organism can contact and respond to it A major drawback for studying
such metabolite functions is our lack of knowledge about small-scale storage and deployment of
defenses (see above) Such alternative roles of secondary metabolites help defray secondary
metab-olite costs by receiving benefits from multiple functions
IV ALLOCATION MODELS FOR CHEMICAL DEFENSE
Most chemical defense theories were proposed by terrestrial ecologists to explain evolutionary and
ecological patterns that were observed in interactions between terrestrial herbivores and vascular
plants There are basic biological differences between the organisms that these theories were
proposed for (e.g., largely angiosperms and insects) and the organisms of this volume (e.g.,
seaweeds, sessile invertebrates, and their noninsect predators).111 However, for an ecological theory
to be a useful predictive tool, it should be applicable to different systems If observations from an
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independent system support a model, that model is more robust Observations from another systemthat are contrary to the model can provide insights that can allow refinement of current models
An overview of the more prominent chemical defense theories is provided below, and how thesemodels apply to seaweeds and marine invertebrates is addressed
A O PTIMAL D EFENSE T HEORY
The optimal defense theory (ODT) asserts that organisms allocate defenses in a way that maximizesfitness, and that defenses are costly (in terms of fitness) when enemies are absent However, in thepresence of enemies, defensive secondary metabolites can become beneficial when their costs areoutweighed by benefits gained with protection.7 This theory encompasses both evolutionary andecological time scales, providing explanations for between-species, within-species, and within-individual variation in defenses
Several observations suggest that seaweeds allocate more resources to chemical defenses whenthe probability of attack is high In tropical latitudes where herbivory is generally more intensethan at higher latitudes, a higher concentration and greater diversity of lipophilic secondary metab-olites are produced by seaweeds This pattern is predicted in Figure 9.2 Bolser and Hay120 foundthat temperate seaweeds were eaten about twice as much as closely related tropical species, andthat secondary chemistry accounted for most of the observed variation in palatability Within aregion, seaweeds from areas of coral reefs where herbivory is intense often produce more potentand higher concentrations of chemical defenses than plants from habitats where herbivory is lessintense26,121 23 122 for invertebrate examples)
In contrast to patterns for lipophilic secondary metabolites, water-soluble phlorotannins (i.e.,polyphenolics produced by brown seaweeds) were initially reported to be more abundant in tem-perate than tropical Indo-Pacific seaweeds.123–125 However, this apparent latitudinal pattern has notheld when tested in additional locations in the Caribbean.126,127 The paucity of phlorotannins insome tropical seaweeds was attributed to their ineffectiveness against tropical herbivores,128–130
although phlorotannins from temperate seaweeds can deter some tropical herbivores.125 Becausegeographic patterns of phlorotannins and their impacts on herbivores are unclear, it is difficult todetermine how allocation patterns of phlorotannins relate to the ODT
One prediction of the ODT is that within an organism, costly defenses are allocated to tissues
in direct proportion to the vulnerability and the value of the tissue, on a per mass basis, to thefitness of the organism Most seaweeds and sessile invertebrates can recover from partial preda-tion,11,12,14,19 so they are able to tolerate some predation and may be able to sacrifice less valuabletissue by allocating fewer defenses to it Based on tissue value, seaweeds might be expected topreferentially defend meristems that are responsible for the production of new cells, holdfasts thatanchor the entire thallus to the substrate, reproductive tissues that are responsible for passing geneticmaterial to the next generation, and young vegetative tissue that represents a greater productivepotential than an equivalent amount of older vegetative tissue Valuable tissues for sessile inverte-brates include holdfasts and gonads for reasons similar to those given for seaweeds
For all organisms, the tissues most exposed to attack by predators are external tissues Even if
a predator seeks internal tissue, it must first penetrate outer tissues to gain access Additionally,because animals must ingest materials to obtain nutrition, the lining of their gut is made morevulnerable to small predators (i.e., pathogens) Therefore, surfaces that are greatly exposed toconsumers should be heavily defended based upon vulnerability.50,89,95 The Spanish dancer nudi-branch is an example of a marine organism that allocates defenses based upon such vulnerability
to predation This nudibranch had higher concentrations of chemical defenses in its dorsal mantleand digestive gland than in its foot, a pattern consistent with the ODT The digestive gland beingcombined with the gonad confounds the interpretation, given the fact that the nudibranch provisionsits eggs with high concentrations of defensive metabolites.50 Similarly, the dictyoceratid sponge
(see Pawlik et al and Wright et al
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Dysidea herbacea, which sequesters brominated biphenyl ethers synthesized by symbiotic bacteria,
concentrates these secondary metabolites in their ectosomal area.89
Besides the location of the tissue, other characteristics that affect its risk of attack include itsnutritive value and its tenderness (i.e., lack of nutritional or physical defenses) In plants, youngtissues are usually more nutritious and more delicate than older tissues,131–133 placing them at higherrisk of being attacked, when all other factors are equal The ODT predicts that these high-risktissues should be heavily defended with chemicals
Patterns of within-individual defenses predicted by the ODT are borne out in many terrestrialplants.66,131,132 Exposed external tissues are usually better defended than internal tissues in roots,stems, leaves, seeds, bulbs, and tubers.66,131 Because young leaves are often more productive,nutritious, and delicate than older leaves, they are often endowed with higher concentrations ofsecondary metabolites than older leaves.66,131,134,135 Even though young foliage is more chemicallydefended than mature foliage, most herbivore damage occurs to young leaves135 because insectsusually perform better on young nutritious tissue than old tissue.134 However, most herbivorousinsects are feeding specialists that may have adapted to circumvent host allelochemicals.136
Although less is known about the within-plant distribution of secondary metabolites in weeds, it might be expected that the degree of within-plant variation in seaweeds would be lessthan in terrestrial plants because seaweeds have fewer differentiated parts than terrestrial plants.111,133
sea-Terrestrial plants exhibit a greater division of labor among plant parts than seaweeds; roots uptakewater and nutrients, leaves capture light energy to nourish themselves and the rest of the plant, andstems and trunks extend the leaves toward the sun, support the weight of leaves, and transportwater, nutrient, and photosynthate from sources to sinks In contrast, the cells or parts of mostseaweeds are more independent; they absorb the majority of their own nutrients and make theirown photosynthate because most seaweeds lack structures for efficient translocation.137 However,exceptions occur among siphonous green seaweeds with coenocytic cellular structure and amongsome kelps with sieve elements, hyphal cells, and sieve tubes that allow photosynthate and othermaterials to be rapidly (10 to 70 cm h–1) translocated.138 Most support of seaweed parts comes fromseawater and not stiff structural tissue Although some seaweeds fit this description well, the degree
of differentiation varies considerably among species Kelps provide an example of a high degree
of tissue differentiation in seaweeds; they have strong holdfasts that anchor the huge seaweeds,large floats that raise the photosynthetic fronds toward the sunlight, stipes that attach the frondsand floats to the holdfast, and vascular tissue that transports materials from sources to sinks Similar
to terrestrial plants, kelps can display considerable within-plant variation in chemical defenses.139,140
These large seaweeds allocate more polyphenolics to the thin outer meristoderm than to the innercortex and medullary tissue.140 The amphipod Allorchestes compressa will consume the inner tissues
of Ecklonia if the meristoderm is broken, but will not eat the meristoderm.141 Intercalary meristems
as well as holdfasts, stipes, and sporogenous tissue of kelps also have more polyphenolics thanmost other infertile, nongrowing tissue.139,140 Within-individual variation in secondary metabolitesalso occurs in other brown seaweeds,133,142–144 some green seaweeds,25,26,145,146 red seaweeds,92,147,148
bryozoans,149 sponges,89 and gorgonians.150
1 Inducible Defenses
Vulnerability of prey to attack is positively related to the abundance of predators.7 Constitutivedefenses require resources to synthesize, maintain, and store (plus other potential costs mentionedabove) even when consumers are absent and the benefits of protection are not realized Hence, theODT predicts that allocation to constitutive defenses should be kept low when predators are absent
as a means to reduce the costs of defenses when the benefits of protection are not being realized.However, once predators have been detected and tissues become vulnerable to attack, the allocation
to defenses should be increased The induction of higher levels of defenses is thought to be anadaptation to minimize the cost of defenses until costs can be offset by the benefits of protection.100,151
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Induction may have advantages in addition to cost savings, such as creating intraspecific variation
in defenses and presenting predators with a moving target that may make it more difficult for theevolution of counter adaptations.152
Induction of defenses depends on a reliable cue that predicts the probability of future attacks.Attack by a predator is a reliable cue that predators are present and the probability of furtherattack is high This cue is useful to seaweeds and sessile invertebrates because these organismsare likely to survive initial attack since they can tolerate partial predation Using predator attack
as a cue to induce defenses is not a good strategy for organisms that suffer high mortality duringthe initial attack Organisms less tolerant to predation, such as zooplankton, mobile invertebrates,and vertebrates, often use visual cues to see predators, chemical cues to smell predators, or detectcompounds such as alarm pheromones or body contents that conspecifics release when attacked
by predators.153,154
For seaweeds and colonial invertebrates, the stimulus for induced defenses most likely originates
at the point of predator damage, but for other parts of the prey to become less susceptible to furtherpredation, induction of defenses should occur throughout the individual Therefore, the stimulusshould signal the rest of the individual that an attack has occurred The mobilization of defenses
or resources to areas that are under attack would also require an effective translocation system As
a result of these two important roles of translocation in inducible responses, it would seem thatnon-vascular seaweeds would be highly constrained to responding to a localized attack (i.e., singlebite), but perhaps not a diffuse attack.5 For vascular plants, an easily envisioned mechanism for asystemic response to localized damage is the vascular transport system
Results of induction experiments are far from consistent Induction of chemical defenses hasbeen detected in seaweeds that have rudimentary vascular systems such as kelps155 and rock-weeds.156,157 Despite the constraints of lacking effective vascular systems, inducible chemical
defenses have been demonstrated in the brown alga Dictyota menstrualis.158 This alga had highconcentrations of secondary metabolites and a greater number of grazing scars when collected fromsites with high densities of herbivorous amphipods, compared to conspecifics collected from a site
with few amphipods When Dictyota collected from the site with few amphipods was grazed by
artificially increasing the number of amphipods using cages in the field, the alga responded byincreasing the concentrations of secondary metabolites and by becoming less palatable to amphipods
in laboratory feeding assays.158
Other brown seaweeds also display induced resistance to herbivory in response to actual or
simulated grazing damage Padina gymnospora became less susceptible to grazing by the sea urchin
Arbacia punctulata within 0 to 5 days following actual or simulated urchin grazing, but this
resistance was lost 9 days after the damage occurred.159 The role of chemical defenses in the induced
resistance of P gymnospora is unknown, but a congener, Padina jamaicensis, becomes less
sus-ceptible to herbivores following attack by altering its growth form.160 P jamaicensis exists as a
resistant turf growth form when herbivore pressure is great but converts to a susceptible foliosegrowth form within 4 days of herbivore pressure being reduced
Herbivore damage can cause the growth of adventitious branches in brown seaweeds.143,158 ODTpredicts that adventitious branches should have elevated levels of defenses given that they grow in
response to grazer damage Consistent with this hypothesis, Dictyota menstrualis collected from
sites with high densities of amphipods had a high incidence of adventitious branches Adventitious
branches of Dictyota had elevated levels of secondary metabolites, although these higher levels of
secondary metabolites did not afford the adventitious branches additional protection from
amphi-pods in laboratory feeding assays.158 Another brown seaweed, Fucus distichus, produced
adventi-tious branches at herbivore grazing scars, and these adventiadventi-tious branches had higher concentrations
of phlorotannins relative to apical meristems and were less susceptible to littorine snails.143
Many seaweeds apparently do not induce higher levels of secondary metabolites when grazed
Clipping experiments have failed to induce increased defenses in the brown alga Ascophyllum
nodosum,81 the green seaweeds Halimeda, Udotea, and Caulerpa,3,101 and the kelp Hedophyllum
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sessile.155 Urchin grazing failed to induce defense in the kelp Ecklonia.124 The pattern of defended individuals being located in habitats with intense predation pressure could be generated
better-by preferential grazing, local selection, or among-habitat variation in other environmental variables,
in addition to inducible defenses
While there are only a few cases of induction of chemical defenses among seaweeds, thephenomenon is very common among terrestrial plants.99 This discrepancy in the prevalence ofinducible defenses in terrestrial vs marine plants could be due to the different biologies of vascularterrestrial plants vs nonvascular seaweeds (e.g., the induction stimulus from localized damage maynot be efficiently translocated in seaweeds133), complex interactions between grazing damage andenvironmental conditions,161 or herbivore taxa studied,5 but the lesser amount of research onseaweeds relative to terrestrial plants may also explain much of the disparity
Variation of defenses in invertebrates also suggests that defensive levels and probability ofattack are positively related Inducible structures, morphs, and behaviors have been noted for marineinvertebrates,151,162–169 suggesting allocation costs for these defenses However, induced resistance
in invertebrates has never been demonstrated to be chemically mediated,162 but inducible physicaldefenses have been observed In bivalves, the shell is composed of an outer periostracum coveringtwo to four CaCO3 layers.9 The periostracum is living tissue that secretes the shell, but it may alsoprotect the outer CaCO3 layer from dissolution and aid in forming a tight seal when the valves arebrought together tightly The CaCO3 crystals are deposited within an organic matrix Organicmaterial in the matrix and periostracum accounts for 12 to 72% of the shell’s dry mass.170 Thecosts of producing shells help explain why molluscs in the presence of crushing surf or predatorsproduce thicker shells than conspecifics in calm areas with fewer predators;169 when crushing surf
or predators are present, the costs of producing thick shells are offset by the benefit of protection
B G ROWTH –D IFFERENTIATION B ALANCE H YPOTHESIS
The growth–differentiation balance hypothesis (GDBH) states that resources are allocated betweengrowth processes (e.g., cell division and enlargement) and differentiation processes (e.g., cellularspecialization and production of defensive chemicals) and that differentiation tends to occur aftergrowth, although some overlap may occur.8,171 Treatment of the GDBH has largely dealt withevolutionary and ecological responses among species or whole plants,8 respectively, along environ-mental gradients, but the tenets of the GDBH can also be used to predict within-individual allocation
of differentiation products of both seaweeds and invertebrates, because cells of each of these groupsgrow and differentiate
The GDBH, like the ODT, assumes that a trade-off (i.e., reduced growth rates) is associatedwith the production of chemical defenses.8 When considering young, actively growing tissue, the
ODT and GDBH predict opposite patterns The ODT predicts that young, actively growing tissuesshould be preferentially defended relative to older tissue, all else being equal, because young tissuesare more valuable to the fitness of the plant (i.e., meristems make new cells and, thus, contributemuch to the future productivity of the plant) and are more vulnerable (i.e., often delicate andnutritious).66,131,132,135 In contrast, the GDBH predicts that actively growing tissue should be lessdefended than differentiated tissue because growth processes precede differentiation processes.There are numerous examples of the concentrations of secondary metabolites being higher inactively growing than in older tissue of terrestrial plants.66 Although these examples support theODT, they need not contradict the GDBH Because terrestrial plants can effectively translocatematerials among plant parts,172 secondary metabolites can be synthesized in differentiated tissuesand then be exported to actively growing regions (i.e., site of highest compound concentration neednot equal site of synthesis).8,131 The GDBH may be better tested in organisms with limited ability
to translocate secondary metabolites, like some chemically defended seaweeds
Cronin and Hay133 used the brown alga Dictyota ciliolata to test the GDBH because this alga
is defended from sympatric herbivores by diterpenoid secondary metabolites, grows at apical
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meristems, and does not contain structures associated with translocation.133,137 The actively growing
apices of Dictyota contained lower concentrations of secondary metabolites than older parts of the
thallus, were more delicate (i.e., had fewer structural defenses), and were highly preferred overolder tissues by herbivorous amphipods and urchins Assays using artificial diets indicated that thehigher palatability of apices was chemically mediated and was not due to differences in toughness
Similarly, the actively growing apices of Zonaria angustata contained fewer
phlorotannin-contain-ing physodes and were more palatable to an amphipod than older regions of the thallus, with theinteresting exception that the apical cell maintained a high concentration of physodes, apparently
by an uneven sharing of physodes during mitosis; the majority of physodes remained in the cellthat was to become the new apical cell, while the other daughter cell began its existence with littlechemical protection.93 In contrast, older tissues which are less involved with growth processes than
the apices, contained high concentrations of physodes Therefore, the apical cells of Zonaria did
not have to allocate a great proportion of resources to producing physodes (i.e., there was noapparent trade-off between growth and differentiation), but the young, physode-poor daughter cellsapparently had to divide, grow, and mature before attaining the level of physodes found in oldertissues (i.e., there is a trade-off between growth and differentiation in these cells) The level of
dissection of Dictyota did not allow comparison of the apical cell with the rest of the apex,133 but
the fact that apical tissue of Zonaria (with the exception of the apical cell) had lower concentrations
of secondary compounds and/or associated structures suggests that these seaweeds adhere to the
GDBH, though Zonaria has found a way to optimally defend the apical cell through uneven sharing
of physodes As another example, young apices of Fucus distichus were preferred over the older portion by the snail Littorina sitkana, and the concentration of phlorotannins in the apices was only
half that of the older sections.143 This example of lower phlorotannins in the meristems of F disticus
relative to older sections is contrary to the pattern seen during a broader survey of allocation patterns
in rockweeds.144 These patterns of chemical defenses and susceptibility to herbivores in Dictyota and Zonaria are contrary to the ODT and the patterns described for terrestrial plants They are
consistent, however, with allocation patterns of the GDBH which predicts that apices, which areactively involved in growth processes, would have low levels of defensive secondary metabolitesand would be less tough than older tissue because cell walls have not yet matured
Other seaweeds show within-thallus pattern of chemical defenses that are different from those
seen in Dictyota and Zonaria, but are more typical of patterns observed in terrestrial plants As
noted above, kelps allocate more secondary metabolites to their meristems and other young tissues
than to older tissues Why should Dictyota and Zonaria follow the pattern predicted by the GDBH while Halimeda,25–26 Neomeris,146 rockweeds173 143), kelps,173 and terrestrial plantsoften do not? One important distinction between the former and latter groups is that the formergroup does not have structures to effectively translocate materials All seaweeds probably sharesome resources among cells, but the ability to translocate materials far distances is most advanced
in coenocyctic green seaweeds and some brown seaweeds, including kelps and rockweeds.137,138
Green algae of the genus Halimeda show incredible control over allocation of resources to growth, defense, and resource acquistion For example, Halimeda spp acquire resources during the day,
grow at night,25 and contain both structural and chemical defenses that are differentially allocated
to different portions of the thallus.25,26,101 The alga initiates these new segments at night whileherbivorous fishes are inactive and defends the young, delicate, nutritious (i.e., vulnerable) segmentswith more potent and higher concentrations of feeding deterrents than older segments.25–26 Thesegreen seaweeds are even capable of translocating organelles; new, non-pigmented segments areproduced at night, and the plant waits to translocate chloroplasts into the new segments until daytimewhen they would be useful for photosynthesis.25 As the new segments calcify and become lessnutritious, the concentrations of chemical defenses diminish (i.e., nutritional and structural defensespartially replace chemical defenses) This tight control over resource allocation is made possible
(see Van Alstyne