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Ecology, Second Edition
by Bill Freedman, Jeffery A. Hutchings, Darryl T. Gwynne, John P. Smol, Roger Suffling,
Roy Turkington, Richard L. Walker, and Dawn Bazely
COPYRIGHT © 2015, 2011 Every effort has been made to Revision of: Ecology : a Canadian
by Nelson Education Ltd. trace ownership of all copyrighted context / Bill Freedman ... [et al.].
material and to secure permission — Toronto : Nelson Education,
WCN: 02-200-201 from copyright holders. In the [2010], c2011.
event of any question arising as Includes bibliographical references
Printed and bound in the United
to the use of any material, we will and index.
States of America
be pleased to make the necessary ISBN 978-0-17-651014-5 (bound)
1 2 3 4 17 16 15 14
corrections in future printings.
1. Ecology—Canada—Textbooks.
For more information contact
Library and Archives Canada I. Hutchings, Jeffrey Alexander,
Nelson Education Ltd.,
Cataloguing in Publication 1958-, author II. Gwynne, Darryl
1120 Birchmount Road, Toronto,
T., author III. Smol, John Paul,
Ontario, M1K 5G4. Or you can visit Freedman, Bill, author 1955-, author IV. Suffling, Roger,
our Internet site at Ecology : a Canadian context / 1948-, author V. Turkington,
http://www.nelson.com Bill Freedman, Department of Roy, 1951-, author VI. Walker,
Biology, Dalhousie University, Richard L. (Professor of biology),
ALL RIGHTS RESERVED. No part of
Jeffrey A. Hutchings, Department author VII. Bazely, Dawn, author
this work covered by the copyright
of Biology, Dalhousie University, VIII. Title.
herein may be reproduced,
Darryl T. Gwynne University of
transcribed, or used in any form or
Toronto in Mississauga, John P. QH541.E355 2014
by any means—graphic, electronic,
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or mechanical, including
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Web distribution, or information ISBN-10: 0-17-651014-1
of Waterloo, Roy Turkington
storage and retrieval systems—
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without the written permission of
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University of British Columbia,
For permission to use material Richard L. Walker, Department
from this text or product, submit of Biological Sciences, University
all requests online at of Calgary, Dawn Bazely, Biology
www.cengage.com/permissions. Department, York University.
Further questions about — Second edition.
permissions can be emailed to
permissionrequest@cengage.com but when there is a seasonal run upper reaches of the watersheds
of Pacific salmon (Oncorhynchus) of the streams where they breed.
About the Cover Image: This they focus on those fish as a highly Feeding by the bears extends this
image shows a Kermode bear nutritious and energy-rich food. The ecosystem function by transferring
(Ursus americanus kermodei) in whitish fur is due to recessive genes nutrients in the form of partially
its habitat of the Pacific coastal and is not an albino trait (the bears eaten fish carcasses and defecations
forest of western and northern do not have red eyes). The light to terrestrial parts of the watershed.
British Columbia and the Alaskan colour may be less visible to salmon The whitish Kermode bears are
panhandle. The Kermode bear and so may confer a selective also of cultural significance—they
is an uncommon subspecies advantage to the bears when they are considered a “spirit” animal
of the widespread black bear are stalking that prey. In terms by the local First Nations, whose
(U. americanus); about one-tenth of nutrient cycling, the migrating mythology includes stories about
of the black bear population has salmon are a conveyor of marine them, and they are also the official
a whitish pelage. Like other black nitrogen and phosphorus to the animal of British Columbia.
bears, animals in this population
are omnivorous in the feeding,
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Nelson Education reserves the right to remove additional content at any time if subsequent rights restrictions require it.
To the natural world—may it ever be sustained and
complete.
–BF AND DG
To Petra.
–RS
Copyright 2015 Nelson Education Ltd. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s).
Nelson Education reserves the right to remove additional content at any time if subsequent rights restrictions require it.
Copyright 2015 Nelson Education Ltd. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s).
Nelson Education reserves the right to remove additional content at any time if subsequent rights restrictions require it.
BRIEF CONTENTS
About the Authors xi
Your Tour of Ecology xxii
References 597
Glossary 621
Name Index 639
Species Index 643
Subject Index 647
CHAPTER 4
CHAPTER 2
Nutrients and Their Cycling
Environmental Inf luences 4.1 Nutrients 71
2.1 Environmental Influences 29 Ecology in Depth. 4.1: Toxicity and Evolution 72
Biotic and Abiotic Influences 29 4.2 Nutrient Cycles 74
Environmental Influences May be Optimal
Chemical and Biological Transformations 76
or Suboptimal 30
The Principle of Limiting Factors 31 4.3 The Carbon Cycle 77
Ecology in Depth 2.1: Extreme Environments 32 A Canadian Ecologist 4.1: Catherine Potvin: Studies of Global
Environmental Applications 2.1: Limiting Factors and the Cause of Change 80
Eutrophication 33 4.4 The Nitrogen Cycle 80
2.2 Environmental Stressors 35 Nitrogen Fixation 81
Ammonification and Nitrification 82
Kinds of Environmental Stressors 36
Denitrification 83
Environmental Applications 2.2: Chemicals That Are Potentially
Toxic: Contamination, Pollution, and Biomagnification 37 4.5 The Phosphorus Cycle 83
Environmental Applications 2.3: Chemical Stressors at Extremely 4.6 The Sulphur Cycle 84
Low Exposures: Endocrine Disruptors in Ecosystems 38 Environmental Applications 4.1: Pollution by Nutrients 85
Tolerance, Resilience, and Stability 38 4.7 Base Cations 86
Ecology in Depth 2.2: Natural Pollution at the
Smoking Hills 39 4.8 Soil as an Ecosystem 87
Physical Properties of Soil 88
2.3 Ecological Responses to Changes in Environmental Soil Types 90
Stress 40 Soil Degradation 90
A Canadian Ecologist 2.1: Tom Hutchinson: An Environmental A Canadian Ecologist 4.2: David Patriquin: A Champion of Organic
Ecologist 42 Management 92
CHAPTER SUMMARY 42 CHAPTER SUMMARY 93
QUESTIONS FOR REVIEW AND DISCUSSION 43 QUESTIONS FOR REVIEW AND DISCUSSION 93
NEL
vi
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CHAPTER 5 Ecology in Depth 6.2: Conflict between Selection on Genes and on
Individuals 137
Population Ecology 6.2 Foraging for Food 137
5.1 Models in Ecology 95 Foraging While Threatened by Enemies 138
6.3 Natural Enemies and Adaptive Behaviour 138
5.2 Population Change 96
6.4 Interacting with Sexual Competitors 140
5.3 Exponential Population Growth 97
Why Is Sexual Competition Greater in Males? 141
Density-Independent per Capita Growth Rate (rmax) 97 Direct Competition between Rivals 142
Continuous-Time, Exponential Population Growth 98 Mating Preferences 144
Ecology in Depth 5.1: Linear versus Exponential Growth 99 The Sexes in Conflict 145
Discrete-Time, Exponential Population Growth 99 A Canadian Ecologist 6.1: Bridget Stutchbury: Behaviour, Ecology,
Relevance of r to Evolutionary Ecology, Resource Management, and Conservation of Migratory Songbirds 146
and Conservation 100 Sexual Selection Continues after Copulation 146
5.4 Logistic Population Growth 100 6.5 Social Behaviour 147
Density-Dependent per Capita Growth Rate (r) 101 Mutually Beneficial Acts and the Advantages of
Time Lags and Oscillations of Abundance 102 Group Life 147
Population Growth Rate and Sustainable Rates Altruism: Why Do Some Organisms Help Others? 148
of Harvesting 104 Ecology in Depth 6.3: Methodology in Behavioural Ecology: The
5.5 Age- and Stage-Structured Population Social Behaviour of Kin Selection 150
Growth 106 6.6 Social Selection 154
Age-Specific Schedules of Fecundity and Survival 106
Life Tables 107 6.7 Plant Behaviour 154
Realized per Capita Growth Rate on a Generational 6.8 Applications of Behavioural Ecology:
Time Scale 109 Community Ecology, Conservation, and
Realized per Capita Growth Rate in Continuous Time 109
Ecology in Depth 5.2: Derivation of the Euler-Lotka Equation 110
Human Behaviour 155
Predicting Changes in Abundance in an Age-Structured 6.9 Future Directions 156
Population 111 CHAPTER SUMMARY 156
Predicting Changes in Abundance in a Stage-Structured
QUESTIONS FOR REVIEW AND DISCUSSION 157
Population 113
Application: The Collapse of Northern Atlantic Cod 114
Reproductive Value 115
5.6 Interspecific Competition 116
CHAPTER 7
The Lotka-Volterra Competition Model 116 Physiological Ecology
Competition in the Laboratory 117
Equilibrium Conditions: Isoclines and State-Space Graphs 118 7.1 Introduction to Physiological Ecology 159
Competitive Exclusion and Stable Coexistence: Graphical
Solutions 119
7.2 Physiological Ecology of Animals 160
Competitive Exclusion and Stable Coexistence: Algebraic Thermobiology 160
Solutions 120 Ecology in Depth 7.1: Scaling and Metabolism 162
Character Displacement 122 Ecology in Depth 7.2: Torpor in Bats 170
5.7 Predator–Prey Interactions 123 Ecology in Depth 7.3: The Convergent Evolution of Cryoprotectants
Influence of Predator–Prey Interactions on Population in Fish: Similar Solutions to Similar Problems 171
Growth 124 Environmental Applications 7.1: The Mountain Pine Beetle and
Functional Responses of Predators 125 Antifreeze 172
Population Dynamics of Predator–Prey Interactions 127
Water and Ion Balance 175
Variations in Predator–Prey Isoclines 130
Ecology in Depth 7.4: Water Balance in the Kangaroo Rat 181
Altered Predator–Prey Interactions Resulting from
Overfishing 131 7.3 Gas Exchange 182
A Canadian Ecologist 5.1: Charles Krebs: An Ecologist’s Population Role of the Circulatory System 182
Ecologist 132 Acid–Base Balance 188
CHAPTER SUMMARY 132 7.4 Physiological Ecology of Plants 191
QUESTIONS FOR REVIEW AND DISCUSSION 133 Photosynthesis 191
Water Balance 194
A Canadian Ecologist 7.1: Diane Srivastava: Scaling up from
CHAPTER 6 Miniature Food Webs to Global Biodiversity 195
Heat and Cold 202
Behavioural Ecology 7.5 Phytohormones 205
6.1 Behavioural Ecology 135 Secondary Compounds 206
Ecology in Depth 7.5: Trade-Offs and Induced Chemical
Ecology in Depth 6.1: Research Questions and Levels of Analysis in
Defences 210
Behavioural Ecology 136
CHAPTER SUMMARY 210
Adaptation, Selection, and Behaviour 136
QUESTIONS FOR REVIEW AND DISCUSSION 211
NEL TA B L E O F C O N T E N T S vii
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CHAPTER 8 9.3 Conceptual Models of Community Structure 286
Top–Down versus Bottom–Up Regulation and Trophic
Life Histories Cascades 286
Connell’s Model 289
8.1 Fundamentals of Life History Theory 213 Menge and Sutherland’s Model 290
Life-History Traits 215 Ecology in Depth 9.2: The Kluane Boreal Forest Ecosystem
Trait Variability 215 Project 291
Linking Life-History Traits to Population Growth CHAPTER SUMMARY 292
Rate 217 QUESTIONS FOR REVIEW AND DISCUSSION 293
Bet Hedging 220
8.2 Trade-Offs and the Costs of Reproduction 222
Trade-Offs 222 CHAPTER 10
Reproductive Constraints Impose Reproductive Costs 224
8.3 Natural Selection on Life Histories 226 Disturbance and Succession
Age at Maturity and Reproductive Effort 227 10.1 Disturbance and Succession 297
Influence of Growth Rate on Life History 230
r- and K-Selection 230 Resistance and Resilience 297
A Plant-Focused Classification 232 10.2 Characteristics of Disturbance 298
Ecology in Depth 8.1: The Fallacy of Fecundity and Extinction The Scale of Disturbance 299
Risk in Marine Fish 233 The Frequency of Disturbance 302
Life-History Invariants 234 Anthropogenic Disturbances 303
8.4 Offspring Size and Number 234 Environmental Applications 10.1: Alien Invaders as Biotic
Disturbances 304
Optimal Egg Size 235
8.5 Alternative Life Histories 238 10.3 Patterns and Mechanisms of Succession 305
Environmentally Determined Tactics and “The Best of a Late-Stage Communities 306
Bad Situation” 238 Alternative Stable States 309
Ecology in Depth 8.2: Extreme Alternative Life Histories 239 Mechanisms of Succession 311
Life History and Succession 312
Genetically Determined Strategies and Frequency-Dependent Means of Regeneration 312
Selection 240 Changes in Structural and Functional Properties
Threshold Traits: An Interaction between Environment and during Succession 314
Genotypes 240
10.4 Primary Succession 317
8.6 Harvest-Induced Evolution of Life History 241
Deglaciation 317
Changes in Age and Size at Maturity Caused Sand Dunes 321
by Harvesting 241 Ice-Scouring 323
A Canadian Ecologist 8.1: Derek Roff: Life Histories and
Genetics—From Fish to Crickets 242
10.5 Secondary Succession 324
Wildfire 324
Consequences of Harvest-Induced Changes in
Irruptive Animals and Diseases 327
Life History 243
A Canadian Ecologist 10.1: Yves Bergeron: Succession in the Eastern
CHAPTER SUMMARY 245
Boreal Forest 328
QUESTIONS FOR REVIEW AND DISCUSSION 245
Timber Harvesting and Management 330
Environmental Applications 10.2: Emulation Silviculture: What Can
Forestry Learn from Wildfire? 332
CHAPTER 9 Abandoned Land 334
CHAPTER SUMMARY 336
Community Ecology
QUESTIONS FOR REVIEW AND DISCUSSION 337
9.1 The Nature of the Community 249
Community Organization 250
Centrifugal Organization 254 CHAPTER 11
Community Composition 254
Ecology in Depth 9.1: The Importance of Fundamental Biomes and Ecozones
Research 258
11.1 Ecosystems at a Global Scale 339
9.2 Community Structure 258 Order Out of Complexity 339
Patterns and Processes 259 Biomes 340
The Niche 260 11.2 The Major Biomes 343
Interactions among Species 263
Terrestrial Biomes 344
Effects of Competition on Community Structure 265
Ecology in Depth 11.1: Old-Growth Ecosystems 346
Effects of Facilitation on Community Structure 269
Effects of Herbivory, Predation, and Disturbance on Freshwater Ecosystems 350
Community Structure 270 Marine Biomes 352
A Canadian Ecologist 9.1: Tony Sinclair: A Champion Anthropogenic Ecosystems 355
of Biodiversity 281 11.3 Ecozones and Ecological Regions 357
Effects of Chance, Rare, and Uncontrollable Events 281 Terrestrial Ecozones of Canada 360
Interactive Effects 283 Marine Ecozones of Canada 365
NEL
viii TA B L E O F C O N T E N T S
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A Canadian Ecologist 11.1: Stan Rowe: A Specialist in Biomes and a 13.7 Tools of Landscape Ecology 420
Scientist-Citizen 366
Remote Sensing 420
CHAPTER SUMMARY 367 Geographical Information Systems 421
QUESTIONS FOR REVIEW AND DISCUSSION 367 Environmental Applications 13.2: Putting It All Together: Landscape
Ecology Helps Transdisciplinary Research 422
Modelling 423
CHAPTER 12 13.8 Who Uses Landscape Ecology? 423
Achievements, Problems, and the Way Forward 423
Biodiversity
Environmental Applications 13.3: Landscape-Scale Planning by the
12.1 Biodiversity 369 Nature Conservancy of Canada 424
Genetic Variation 370 A Canadian Ecologist 13.2: Marie-Josée Fortin: A Landscape
Ecology in Depth 12.1: Endemic Species 372 Ecologist 426
Richness of Species 374 CHAPTER SUMMARY 427
Ecology in Depth 12.2: A Census of Marine Life 376 QUESTIONS FOR REVIEW AND DISCUSSION 428
Richness of Communities 379
12.2 The Importance of Biodiversity 380
Instrumental Value 380 CHAPTER 14
Provision of Ecological Services 381
Aesthetic Value 383 Conservation of the Natural World
Intrinsic Value 383
Ecology in Depth 12.3: Influences of Biodiversity on Ecosystem
14.1 Conservation of the Natural World 431
Functions 384 The Meaning of Conservation 431
The Natural World 432
Biodiversity Is Viewed as Important 384
12.3 Measuring Biodiversity 385 14.2 The Biodiversity Crisis 433
Natural Extinctions 433
A Canadian Ecologist 12.1: John Macoun and Paul Hebert: Two
Anthropogenic Extinctions and Endangerment 435
Cataloguers of Canadian Biodiversity—The Old and the New 386
Environmental Applications 14.1: Feral Cats: Natural
Genetic-Level Biodiversity 387 Born Killers 448
Diversity of Species 387
Richness of Communities 389 14.3 Canadian Biodiversity at Risk 449
Ecology in Depth 12.4: Calculating Species Diversity 390 Canadian Species at Risk 449
CHAPTER SUMMARY 391 Communities at Risk 451
QUESTIONS FOR REVIEW AND DISCUSSION 391 14.4 Conservation Biology 452
Fields within Conservation Biology 452
Important Concepts in Conservation Biology 453
CHAPTER 13 Conservation Priorities 455
14.5 Protected Areas 457
Landscape Ecology Planning for Conservation 457
Design of Protected Areas 459
13.1 Introduction to Landscape Ecology 393
Environmental Applications 14.2: The Nature Conservancy of
The Importance of Landscape Ecology 395 Canada: Conservation Science in the Private Sector 460
Origins of Landscape Ecology 396
Kinds of Protected Areas 461
13.2 Structure of Landscapes 397 Extent of Protected Areas 462
Patches 397 Stewardship of Protected Areas 463
Environmental Applications 13.1: Using Geographical Information Environmental Applications 14.3: Burn, Baby, Burn: The Use of
Systems (GIS) 398 Prescribed Burns in Conservation Management 464
Corridors 401 14.6 Roles of Governments and Other Organizations
Networks 403
in Conservation 469
Mosaic and Matrix 403
13.3 Measuring and Characterizing Landscapes 406 14.7 Some Good News 470
Conservation Successes 470
13.4 Ecological Functions at Landscape Scale 407
A Canadian Ecologist 14.1: Mowat, Pimlott, Theberge, and
The Distribution of Water as a Landscape Function 407 Theberge: Dancing with Wolves 472
A Canadian Ecologist 13.1: Lenore Fahrig: Landscapes for
Ongoing Challenges 475
Sustainable Populations 408
CHAPTER SUMMARY 475
Disturbance as a Landscape Function 409 QUESTIONS FOR REVIEW AND DISCUSSION 476
13.5 Landscape Change 411
Understanding Temporal Change: The Historical Landscape 411
Understanding Temporal Change: The Landscape
Demographics Approach 414
CHAPTER 15
Understanding Change: Spatial Approaches 416
Resource Ecology
13.6 Scale in Space and Time 418
Scale in Space 418 15.1 Natural Resources and Ecological Sustainability 479
Scale in Time 418 Environmental Applications 15.1: Easter Island 481
Integration of Scale in Time and Space 419
Economics and Ecology 482
NEL TA B L E O F C O N T E N T S ix
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Growth, Development, and Sustainability 485 Reconstructing Long-Term Trends in Pacific Salmon 557
Capital and Natural Resources 489 Historical and Modern Climate Change 559
Sustainability of the Human Enterprise 491 Ecology in Depth 16.4: Traditional Ecological Knowledge (TEK)
15.2 Harvesting and Managing Biological Meets Paleoecology: The Impacts of a Major Storm Surge on
Coastal Ecosystems of the Mackenzie River Delta 563
Resources 492
CHAPTER SUMMARY 565
Maximum Sustainable Yield 492
Regeneration 495 QUESTIONS FOR REVIEW AND DISCUSSION 565
Limitations on Productivity 496
Natural Mortality 497
Harvest-Related Mortality 498 CHAPTER 17
Unsustainable Harvesting 499
Why Are Potentially Renewable Resources Ecology and Society
Overharvested? 502
15.3 Resource Ecology in Practice 504 17.1 Ecology and Sustainability 567
Forests and Forestry 504 Fundamental Research 567
Marine Bioresources 516 Applied Research 568
A Canadian Ecologist 15.1: Myers, Hutchings, Pauly, Worm, and Ecology and Sustainability 568
Lotze: Speaking for the Fish 526 A Canadian Ecologist 17.1: David Schindler: A Champion of Ecology
and Environment 570
15.4 Integrated Resource Management 530
17.2 Ecological Integrity 572
CHAPTER SUMMARY 531
QUESTIONS FOR REVIEW AND DISCUSSION 532 17.3 Monitoring and Research 576
Environmental Indicators 576
The Relationship between Research and Monitoring 580
CHAPTER 16 17.4 Ecological Change and Damage 583
A Canadian Ecologist 17.2: Anne Salomon: Ecology and Sustainable
Paleoecology: Lessons from the Past Solutions 586
16.1 What is Paleoecology? 535 17.5 Environmental Impact Assessment 587
Ecology in Depth 16.1: Paleoecology of Dinosaurs by Philip J. Currie Planning Options 588
(University of Alberta) 536 Environmental Applications 17.1: Cumulative
The Importance of Paleoecology 536 Environmental Effects 589
A Canadian Ecologist 16.1: Philip J. Currie: Dinosaur Examples of Impact Assessments 590
Sleuth 538 17.6 Ecology as a Career 592
16.2 Environmental Change 539 17.7 Conclusions 594
Ecology in Depth 16.2: The Fossil Forest of Axel CHAPTER SUMMARY 594
Heiberg Island 540 QUESTIONS FOR REVIEW AND DISCUSSION 595
16.3 The Toolkit 541
Tree Rings 542
Sediment: A Window on the Past 544 References 597
Ecology in Depth 16.3: The Poop on Chimney Swifts 550 Glossary 621
16.4 Paleoecology and Environmental Issues 553 Name Index 639
Acidification of Lakes 554
Species Index 643
Aquatic Osteoporosis: Calcium Declines in Lakes 555
Eutrophication of Lakes: The Problem of Overfertilization 556 Subject Index 647
NEL
x TA B L E O F C O N T E N T S
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ABOUT THE AUTHORS
Jeff Hutchings
Bill Freedman
The conceptual frame- ecology ultimately stemmed
work of Bill’s research has been the influence of from field experiences ran-
environmental stressors on biodiversity and other ging from mountainous ter-
structural and functional attributes of ecosystems. Jeffrey A. Hutchings rain near Kispiox, British
Understanding the influence of stressor regimes is of Columbia, to lakes and rivers
theoretical interest, and it also helps guide the adjoining Georgian Bay, Ontario, and from interior and
management of ecological damage caused by disturbance coastal Newfoundland and Labrador to high-latitude lakes
and pollution. Bill’s research has examined the effects of on Baffin and Ellesmere Islands in Nunavut. His current
a wide range of industrial activities, with somewhat of a research centres on questions related to life history evolu-
tion, behavioural ecology, phenotypic plasticity, population
focus on forestry practices, as well as work on the
dynamics, and conservation biology of marine and anad-
environmental effects of acidification, eutrophication,
romous fishes, particularly Atlantic cod (Gadus morhua),
metals, pesticides, and sulphur dioxide. Other interests
Atlantic salmon (Salmo salar), and brook trout (Salvelinus
include carbon storage in ecosystems, urban ecology,
fontinalis). From an applied perspective, this work has
Arctic ecology, the biodiversity of Sable Island, the design bearing on questions pertaining to the depletion, recovery,
of environmental monitoring programs, and ecologically and sustainable exploitation of marine fish; interactions
sustainable systems of resource harvesting. More than between wild and farmed Atlantic salmon; the biodiversity
100 refereed publications in scientific journals have of Canadian fish; and the communication of science to
resulted from this work, plus several hundred book and decision makers and society.
encyclopedia chapters, research reports, and other Jeff is appointed as a Faculty of Science Killam
documents. Professor of Biology at Dalhousie University and
Bill is also engaged in developing curriculum Professor II in the Centre for Ecological and Evolutionary
materials in support of higher education, and as part of Synthesis at University of Oslo, Norway. He received his
that work he has written several textbooks, including B.Sc. from the University of Toronto and his M.Sc. and
Environmental Ecology (2nd edition, 1995), and Ph.D. from Memorial University of Newfoundland, and
Environmental Science: A Canadian Perspective (5th undertook postdoctoral research at the University of
edition, 2010). Bill has served on the board of directors of Edinburgh and Fisheries and Oceans Canada in
the Nature Conservancy of Canada since 1992, was the St. John’s, Newfoundland. In addition to Jeff’s teaching
chair of that board from 2007 to 2009, and wrote a and research responsibilities, he has served on many
retrospective of the organization (A History of the Nature advisory and administrative committees for non-
Conservancy of Canada, 2013). He has also participated in governmental and governmental organizations. He was
environmental impact assessments of proposed and a member (2001–2012) and chair (2006–2010) of the
operating industrial facilities, and has served on advisory Committee on the Status of Endangered Wildlife in
panels to government. In 2006, Bill received a Canadian Canada (COSEWIC), the national independent body
Environment Award, Gold Medal Level, in the category of responsible for advising the federal government on the
Community Awards for Conservation, from the Canadian status of species at risk in Canada. From 2009 to 2012, he
Geographic Society. In 2007, he received a Careeer chaired the Royal Society of Canada Expert Panel on
Achievement Award from the Canadian Council of Ocean Health and Marine Biodiversity. In 2012 and 2013
NEL
xii ABOUT THE AUTHORS
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Nelson Education reserves the right to remove additional content at any time if subsequent rights restrictions require it.
In 2013, the Governor General named John an Officer of he did postdoctoral research at the University of Western
the Order of Canada. Ontario. Roy is a professor in the Department of Botany and
the Beaty Biodiversity Research Centre at the University
Roger Suffling came to of British Columbia in Vancouver. He teaches two under-
the School of Planning at graduate courses in ecology and an undergraduate and
the University of Waterloo graduate course in plant ecology. He is primarily an experi-
following the obtaining of mental field ecologist investigating population-level pro-
degrees in botany, ecology, cesses, such as competition and herbivory as influences
and weed science, and on community structure, specifically species diversity and
several years working in ecosystem function.
environmental consulting. Roy’s research, and that of his students, is supported
He teaches ecology, park primarily by the Natural Sciences and Engineering
Roger Suffling
planning, ecological policy Research Council (NSERC) and has been conducted in
making, environmental a wide range of community types in the boreal forest in
impact assessment, land- northern Canada, grasslands in western Canada and the
Roger Suffling scape ecology, and ecological United Kingdom, Garry oak ecosystems, the Negev
restoration. Roger’s research desert in Israel, riverine forests in the Serengeti
interests centre on the landscape ecology and manage-
National Park in Tanzania, and subtropical forests in
ment of boreal forests, including the role of forest fires
southern China.
and global warming effects on the ecology and economy
Roy has published more than 150 papers and book
of Canada’s mid-north. Equally, he and his students
chapters and has served on the editorial boards of Agro-
research the ecology and management of urban eco-
systems. Roger has published numerous papers on these Ecosystems, the Canadian Journal of Botany, and the Israeli
topics and has been a consultant for local, provincial, and Journal of Ecology and Evolution. He was on the editorial
national governments; a royal commission; private com- board of the Journal of Ecology for 20 years. One of his
panies; and First Nations. He chaired an Ontario govern- papers has been recognized by the British Ecological
ment scientific advisory committee on woodland caribou Society as one of the top 100 most influential papers ever
conservation, and for over 30 years has participated in published by the organization (1913–2012). In pursuit of
numerous environmental assessments and conservation his academic career, Roy and his wife have spent
issues in northern Ontario. Many of these activities focus sabbaticals in Wales, Turkey, Northern Ireland, Israel,
on applying ecological principles to management of China, and Argentina.
incremental landscape change, whether caused by urban In his spare time, Roy has a keen amateur interest in
growth, forest fires, recreation, or forest harvesting. Middle Eastern and Biblical archaeology. He and his wife
Roger has travelled to over 20 countries in his study of Evelyn are avid travellers and enjoy the outdoors. Together
ecology but has a special passion for the ecosystems and they have trekked the Annapurna circuit, the Mount
people of northern Ontario. For a decade, through the Everest base camp, the High Atlas, the Inca trail, and
Quetico Foundation, he co-organized a youth program
climbed Kilimanjaro. For many years they have been
for northern Ontario students to conduct landscape-scale
involved in the AWANA children’s ministry. Roy and
research in Quetico Provincial Park, a large wilderness
Evelyn have two married children, Alistair and Andrea,
reserve. Roger’s hobbies include a garden that manages
to manage itself, family history, cross-country skiing, and four grandchildren—and by the time this second
and wilderness canoeing. As an immigrant to Canada, edition is published, they will have five.
Roger is profoundly grateful for the gifts that this vast
and magnificent country has afforded him in friend- Richard L. Walker completed
ships and beautiful landscapes. He is concerned that his Ph.D. in Animal Physiology
the next generation of Canadians must build a more at Michigan State University
sustainable society. in 1975 and immediately acc-
epted a faculty position at
Roy Turkington was born the University of Calgary in
in Northern Ireland. After the Department of Biological
earning his B.Sc. (Hons) Sciences. Richard retired in
degree in Biological and June 2012 and is now enjoying
Richard Walker
NEL
xiv ABOUT THE AUTHORS
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PREFACE
The Context of Ecology living in or at the edge of wilderness. Today Canada supports
Ecology is a vital way of knowing. This is because its an astonishing cosmopolitan and multicultural society, but
knowledge and predictions help us to understand how we still appreciate the natural world, as witnessed by its
the natural world functions, the station of humans within prominence in our art, coinage, literature, stamps, video,
that domain, and the means by which our use of its and other cultural expressions. Many of our students are
resources can be undertaken on a sustainable basis. For newcomers to this country, and great numbers have been
these reasons, the wisdom of ecology can beneficially raised exclusively in urban environments. It is vitally
inform key aspects of our society and economy. important that they mature with a solid understanding of
Ecology has a global base of data and understanding the ecological life support system, whether of the vast tundra
and a universal set of principles that are relevant any- and forest of the North or the more familiar parks and back-
where on Earth. A goal of any introductory textbook in yards of Canada’s cities.
ecology is to facilitate an understanding of that core of its Notwithstanding the apparent high regard with
knowledge. However, ecology also involves the study of which the peoples of Canada have always viewed the nat-
wild species and their higher-level aggregations, such as ural world, many of our native species and natural eco-
populations, communities, and landscapes. In that sense, systems are at great risk of disappearing. This damage
ecology has a profound spatial context that extends from has been caused by extensive conversions of natural habi-
relatively local situations to much larger regional scales, tats into human-dominated land uses, and by degradation
and ultimately, to the entire biosphere. caused by alien species and diseases, excessive resource
Within that context, however, the boundaries of harvesting, pollution, and other anthropogenic stressors.
countries are not ecoregional in their layout, meaning These are exceedingly important environmental dam-
they were not designed according to natural ecological ages, and also socioeconomic ones because they pose a
precincts. Nevertheless, national borders do specify par- grave threat to the longer-term sustainability of the Can-
ticular expanses of land and sea. That spatial fact provides adian economy. In large part those damages are ecological
an important context for the ways that ecology is taught in character, as are their mitigations.
and learned in any country.
In this sense, Canada supports particular arrange- A Canadian Approach
ments and dynamics of ecosystems and species, which are Clearly, there is a Canadian context to learning about
affected by the human economy in specific ways. The nat- ecology. This obvious deduction is the reason that we have
ural ecosystems of our country range from temperate Caro- chosen to develop this textbook—Ecology: A Canadian Con-
linian forest in extreme southern Ontario, to true desert in text, Second Edition—which you are now beginning to read.
the southern Okanagan Valley of British Columbia, to It is our belief that this new book will be helpful to Canadian
High-Arctic tundra on the islands of Nunavut. On the students as they seek to learn about ecology, but in the con-
Pacific coast there are humid temperate rainforests, while text of our country. We also believe that this textbook will
in the centre of Canada there are expansive montane and assist instructors of ecology in colleges and universities in
boreal forests and prairie grasslands, and on the Atlantic Canada, in ways that books developed in other countries
coast a mixture of temperate and boreal forests. The marine cannot do as well. We sincerely hope that you will appre-
realms range from frigid and ice-covered waters north of ciate, and benefit from, our efforts to achieve these goals.
Ellesmere Island to boreal and temperate ecosystems in It is important to recognize that this textbook has
more southerly reaches of the marine estate of Canada. The emerged from a process that is different from the more
ecological communities that occur in these far-flung eco- common procedure of “Canadianizing” versions of text-
regions of Canada, and the species they sustain, comprise books that were originally developed for use by students
the essence of the biodiversity of our country. and instructors in a different country, usually the United
The peoples of Canada have always esteemed the nat- States. Instead of taking the relatively easy path of modi-
ural values of their lands. First Nations and Inuit venerated fying an existing textbook by inserting some Canadian
animals and plants that were exploited as food, medicine, content, we have created a totally new one, from the ground
and materials, as well as the habitats that they all shared. An up. This book was specifically designed and written for
attitude of respect and awe of the natural world was also held Canadian students and their instructors in Canada, by Can-
by many early European and other immigrants to Canada, adians well experienced in the ecology of our country.
although those feelings may have been tempered by trepida- In essence, the approach we took was to identify the
tion because of their often precarious circumstances of core subject areas of ecology, which are relevant in all
NEL P R E FA C E xv
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Nelson Education reserves the right to remove additional content at any time if subsequent rights restrictions require it.
countries, and develop clear explanations of the basic increased coverage in Chapter 13, Landscape
principles. Wherever it was suitable, however, we illus- Ecology, and a new Environmental Applications
trated those basics using data and case material relevant Box 14.1—Feral Cats: Natural Born Killers.
to Canada, and usually derived from studies by Canadian
• Freshwater Ecology: We have enhanced the coverage
ecologists. This is not to say that our book does not also
of freshwater ecosystems throughout the book,
contain abundant international material, because it cer-
including new examples in Chapter 4, Nutrients and
tainly does. The key point is that the essential approach
Their Cycling, and Chapter 9, Community Ecology.
of our treatment of introductory ecology is a balanced
integration of global and Canadian contexts. • New Boxes: We have added an impressive number
of new boxes that explain key concepts in greater
Ecology, Evolution, and Sustainability detail, provide illustrative case material of the appli-
This textbook is about the fundamentals of ecology within cation of ecological knowledge, or feature the contri-
a Canadian context. However, evolution and sustainability butions of Canadian ecologists so that our students
also provide essential perspectives for the study of ecology, can understand our large national influence on the
and we have endeavoured to integrate these themes into global endeavour of ecology. Among these new
the book wherever they are relevant. The vitally important boxes is Ecology in Depth 16.1—The Paleoecology
subjects of evolution and evolutionary relationships are of Dinosaurs, contributed by Phil Currie, celebrated
examined across the curriculum, whenever they are paleontologist at the University of Alberta.
helpful in understanding concepts and case material. • Chapter Summaries: We have also now included end-
We have also used this approach to explore the vital of-chapter summaries, which list the key learning out-
intersection of ecology and sustainability and to integrate comes that students are expected to have mastered.
those links whenever subjects such as resource depletion,
pollution, and the conservation of biodiversity are exam- We sincerely hope that you will appreciate our hard
ined. In addition, there are two chapters that explore work in improving this textbook—in particular, because
these imperative themes more comprehensively—one we had your needs foremost in our minds.
about resource ecology, and the other about the conserva-
tion of the natural world. Organization
The field of ecology is wide and interdisciplinary, so much
New to the Second Edition so that it cannot all be covered in an introductory-level
We have worked hard to improve this second edition of class or in a textbook of a sensible length. When this book
the textbook. We engaged in a wide solicitation of and its second edition were being planned, we consulted
instructors from universities and colleges across Canada widely with colleagues and anonymous reviewers, who
to gather suggestions for improvements, and then dili- advised us that they wanted to see a textbook of modest
gently followed up with many constructive improvements length (and price) that covered the key themes of ecology,
in all chapters of the book. These improvements include: but not necessarily the entirety of its subject matter. To
achieve that goal, we divided the field into 17 chapters,
• Tone, Language, and Consistency: We completed a which are interconnected where relevant, but are still
comprehensive editorial review to improve the con-
organized in ways that make them suitable for teaching
sistency of language and tone and diminish redun- and learning as independent units.
dancy across the chapters. We have organized Ecology: A Canadian Context,
• Enhanced Instructional Imagery: We have greatly Second Edition, into the following 17 chapters:
enhanced the visual appeal of the book, with over
200 new and improved photos and illustrations that Chapter 1: Introduction to Ecology
illustrate key concepts. Bill Freedman
• Currency: We have thoroughly updated the treat- This chapter establishes the foundations of ecology, and
ment of all time-sensitive information and issues examines its methodology within the context of the prin-
across all of the chapters. ciples and practices of scientific investigation. One section
examines evolution as an overarching theme of ecology,
• Plant Ecology: In addition to enhancing our coverage of and another explains how ecological considerations are
plant ecology throughout the book, we have introduced vital to framing the sustainability of the human economy.
a greatly expanded chapter on physiological ecology
that includes a major new section on plants, creating a Chapter 2: Environmental Influences
more balanced treatment of that subject area. Bill Freedman
• Urban Ecology: We have expanded the coverage of Here we examine the environmental factors that influence
urban ecology throughout the book, including species and ecosystems. While noting that ecosystems are
NEL
xvi P R E FA C E
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Nelson Education reserves the right to remove additional content at any time if subsequent rights restrictions require it.
always subjected to pervasive change, we examine con- interplay of biological variation and natural selection. The
siderations that might result in change being viewed as principal subject areas examined are the costs of
ecological or economic damage. reproduction, life histories and fitness, trade-offs between
the numbers of offspring and their sizes, alternative life
Chapter 3: Ecological Energetics histories, and influences of anthropogenic harvesting.
Bill Freedman
This chapter explains the forms in which energy may exist Chapter 9: Community Ecology
and the laws of thermodynamics that govern their trans- Roy Turkington
formations. The energy budget of Earth is described, Ecological communities are examined as groups of spe-
including the vital greenhouse effect that helps to maintain cies that live together and interact, directly or indirectly,
the planet within a temperature range appropriate for life through competition for scarce resources, herbivory,
and ecosystems. We then examine ecological energetics, predation, disease, and facilitation. Environmental and
beginning with the fixation of solar energy by primary pro- biological influences on the structure and dynamics of
ducers, moving through the passage of fixed energy along communities are examined, including adaptive responses.
food webs, and ending with the decomposition process that
oxidizes dead organic matter to return degraded energy Chapter 10: Disturbance and Succession
and simple inorganic molecules to the environment. Bill Freedman
The causes and consequences of disturbances are explained,
Chapter 4: Nutrients and Their Cycling including those resulting from natural and anthropogenic
Bill Freedman influences. This is followed by consideration of the mech-
Nutrients are explained as substances needed for the healthy anisms and patterns of successional recovery, including
physiology and growth of organisms. The cycling of carbon, case studies of both primary and secondary succession.
nitrogen, phosphorus, and sulphur, and the bases calcium,
Chapter 11: Biomes and Ecozones
magnesium, potassium, and sodium are examined. We also
Bill Freedman
investigate soil as an ecosystem, including influences on the
The major terrestrial and marine biomes of the world are
formation of dominant kinds of soils.
described, in both the terrestrial and marine realms, as are
Chapter 5: Population Ecology key habitats such as types of wetlands and anthropogenic
Jeffrey A. Hutchings ecosystems. The terrestrial and marine ecozones of both
This chapter describes the ways that populations may vary Canada and the rest of North America are examined.
over time, including exponential and logistical changes and
Chapter 12: Biodiversity
their explanatory models. The influences of age structure,
Bill Freedman
competition, and trophic interactions on population change
The hierarchical levels of biodiversity are explained, begin-
are explored, including their evolutionary contexts.
ning with genetic variation, then species richness, and
Chapter 6: Behavioural Ecology extending to community-scale patches on landscapes and
seascapes. The ways of measuring biodiversity at these
Darryl T. Gwynne
scales are also examined. Biodiversity’s importance is
Here, we examine interactions among behaviour, ecological
explained, including its intrinsic value and the vital goods
relationships, and adaptive evolutionary change. The prin-
and services that are provided to humans and our economy.
cipal topics are foraging, defence against predators, sexual
selection, and the evolution of social behaviour. Chapter 13: Landscape Ecology
Roger Suffling
Chapter 7: Physiological Ecology
This chapter describes spatial approaches to the structure
Richard L. Walker and dynamics of landscapes, including both natural and
Dawn Bazely anthropogenic effects. The major ways of measuring the
This field is examined through the adaptive physiological attributes of landscapes are explored, including the use
traits of animals and plants in relation to their environmental of geographical information systems.
conditions. Particular attention is paid to thermobiology,
water and ionic balances, gas exchange and transport, acid– Chapter 14: Conservation of the Natural World
base balances, and influences of environmental stressors. Bill Freedman
The modern extinction crisis is examined and put into the
Chapter 8: Life Histories context of previous mass extinctions caused by natural
Jeffrey A. Hutchings forces. The basic tenets of conservation biology are
This chapter distills the diverse life histories of species explained, including the design and stewardship of pro-
into sets of responses that are results of the dynamic tected areas. Canada’s biodiversity at risk is described, as
NEL P R E FA C E xvii
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Nelson Education reserves the right to remove additional content at any time if subsequent rights restrictions require it.
are the conservation roles and responsibilities of govern- • Tables, Figures, and Photos. We have gone to great
ments and other organizations. The chapter ends with lengths to present easily digestible and abundant
success stories involving cases of endangered species that information in tables and figures, as well as plen-
have been rescued from the brink of extinction. tiful and attractive photos that illustrate concepts,
habitats, and species that are well communicated in
Chapter 15: Resource Ecology a visual medium.
Bill Freedman • Key Terms. Whenever we mention a word or phrase
Ecological economics are explained as a foundation for that is a core part of the lexicon of ecology, it is
understanding the concept of economic sustainability and highlighted and defined. All of these terms are
its fundamental reliance on renewable resources rather aggregated into a comprehensive glossary at the
than nonrenewable ones. Systems of harvesting and man- end of the book.
aging bioresources are explained, and international and
Canadian case material is presented to illustrate the phe- End-of-Chapter Learning and Review
nomenon of overharvesting. Improved management sys- Each chapter ends with a number of features that help to
tems that would allow sustainable use are described, cultivate learning of the subject matter. These are:
including integrated ones that accommodate both the eco-
nomic values of resources as well as ecological considera- • Chapter Summary. This is a bulleted list that sum-
tions such as biodiversity and environmental services. marizes the key concepts and learning outcomes
that students are expected to master in each
Chapter 16: Paleoecology: Lessons from the Past chapter. Each point is tied to one of the learning
John P. Smol objectives outlined at the beginning of the chapter.
Longer-term ecological changes are described, as are the • Questions for Review and Discussion. A number of
paleoecological methods that have allowed their causes questions are presented for students to answer.
and consequences to be examined. The importance of These are intended to assist in review of the subject
paleoecological studies to understanding environmental matter, while aiding comprehension and facili-
issues is also discussed. tating in-class discussion of certain topics. The
Instructor’s Manual for the book provides suggested
Chapter 17: Ecology and Society answers for all of these questions.
Bill Freedman
This final chapter examines the concept of ecological End-of-Book Features
integrity and the processes of ecological monitoring and The following resources are found at the end of the book:
research and environmental impact assessment. Eco-
logical sustainability is also explained, as is the import- • References. All references cited in the chapter are
ance of the knowledge and wisdom of ecology, and the listed in a comprehensive bibliography at the back
work of ecologists in guiding progress to that goal. of the book.
• Glossary. Definitions for all key terms are provided
Features of the Text in this essential resource. Page references are
In-Chapter Features and Learning Aids included to help students review these key terms in
The defining attributes of this textbook are the ways that the context of the original discussion.
it presents the fundamentals of ecology within a Canadian • Indexes. Three types of index are included for
context, while integrating the concepts of evolution and readers’ ease of reference. They consist of Name
sustainability wherever they are relevant. The book con- (of persons mentioned in the book), Species, and
tains several features that help to further these goals: Subject indexes.
• Boxed Features. All chapters have stand-alone
boxed elements that present detailed examinations Instructor Ancillaries
of selected important concepts or helpful case About the Nelson Education Teaching Advantage (NETA)
material. The three types of boxes are (1) Ecology The Nelson Education Teaching
in Depth, which is intended to provide a Advantage (NETA) program delivers
detailed investigation of important concepts; research-based instructor resources
(2) Environmental Applications, an in-depth look at that promote student engagement and higher-order
real-world applications of content discussed in the thinking to enable the success of Canadian students and
chapter; and (3) A Canadian Ecologist, which high- educators. To ensure the high quality of these materials,
lights prominent studies done by ecologists who all Nelson ancillaries have been professionally
have worked in Canada. copyedited.
NEL
xviii P R E FA C E
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Be sure to visit Nelson Education’s Inspired Instruc- resulting focus on pedagogical utility, rather than
tion website at http://www.nelson.com/inspired to find technological wizardry, ensures that all of our tech-
out more about NETA. Don’t miss the testimonials of nology supports better outcomes for students.
instructors who have used NETA supplements and seen
student engagement increase! Instructor Resources
• Planning Your Course. NETA Engagement presents All NETA and other key instructor ancillaries are provided
materials that help instructors deliver engaging on the Instructor Companion Site at http://www.nelson.
content and activities to their classes. NETA com/ecology2e, giving instructors the ultimate tool for
Instructor’s Manuals not only identify the topics customizing lectures and presentations.
that cause students the most difficulty, but also • NETA Test Bank. This resource includes multiple-
describe techniques and resources to help students choice questions written according to NETA guide-
master these concepts. Dr. Roger Fisher’s lines for effective construction and development of
Instructor’s Guide to Classroom Engagement accom- higher-order questions. The Test Bank was
panies every Instructor’s Manual. copyedited by a NETA-trained editor. Also included
• Assessing Your Students. NETA Assessment relates are true-and-false questions.
to testing materials. NETA Test Bank authors create • The NETA Test Bank is available
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• NETA PowerPoint. Microsoft® PowerPoint® lecture
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been developed to help instructors make the best include key figures, tables, and photographs from
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NEL P R E FA C E xix
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Another random document with
no related content on Scribd:
“May eighth. This morning I reached the Cooper’s Creek depot
and found no sign of Mr. Burke’s having visited the creek, or the
natives having disturbed the stores.”
Only a few miles away the creek ran out into channels of dry
sand where Burke, Wills and King were starving, ragged beggars fed
by the charitable black fellows on fish and a seed called nardoo, of
which they made their bread. There were nice fat rats also, delicious
baked in their skins, and the natives brought them fire-wood for the
camp.
Again they attempted to reach the Mounted Police outpost, but
the camels died, the water failed, and they starved. Burke sent Wills
back to Cooper’s Creek. “No trace,” wrote Wills in his journal, “of any
one except the blacks having been here since we left.” Brahe and
Wright had left no stores at the camp ground.
Had they only been bushmen the tracks would have told Wills of
help within his reach, the fish hooks would have won them food in
plenty. It is curious, too, that Burke died after a meal of crow and
nardoo, there being neither sugar nor fat in these foods, without
which they can not sustain a man’s life. Then King left Burke’s body,
shot three crows and brought them to Wills, who was lying dead in
camp. Three months afterward a relief party found King living among
the natives “wasted to a shadow, and hardly to be distinguished as a
civilized being but by the remnants of the clothes upon him.”
“They should not have gone,” said one pioneer of these lost
explorers. “They weren’t bushmen.” Afterward a Mr. Collis and his
wife lived four years in plenty upon the game and fish at the
Innaminka water-hole where poor Burke died of hunger.
Such were the first crossings from east to west, and from south
to north of the Australian continent.
XVIII
A. D. 1867
THE HERO-STATESMAN
THERE is no greater man now living in the world than Diaz the
hero-statesman, father of Mexico. What other soldier has scored
fourteen sieges and fifty victorious battles? What other statesman,
having fought his way to the throne, has built a civilized nation out of
chaos?
This Spanish-red Indian half-breed began work at the age of
seven as errand boy in a shop. At fourteen he was earning his living
as a private tutor while he worked through college for the priesthood.
At seventeen he was a soldier in the local militia and saw his country
overthrown by the United States, which seized three-fourths of all
her territories. At the age of twenty-one, Professor Diaz, in the chair
of Roman law at Oaxaca, was working double tides as a lawyer’s
clerk.
In the Mexican “republic” it is a very serious offense to vote for
the Party-out-of-office, and the only way to support the opposition is
to get out with a rifle and fight. So when Professor Diaz voted at the
next general election he had to fly for his life. After several months of
hard fighting he emerged from his first revolution as mayor of a
village.
The villagers were naked Indians, and found their new mayor an
unexpected terror. He drilled them into soldiers, marched them to his
native city Oaxaca, captured the place by assault, drove out a local
usurper who was making things too hot for the citizens, and then
amid the wild rejoicings that followed, was promoted to a captaincy
in the national guards.
Captain Diaz explained to his national guards that they were fine
men, but needed a little tactical exercise. So he took them out for a
gentle course of maneuvers, to try their teeth on a rebellion which
happened to be camped conveniently in the neighborhood. When he
had finished exercising his men, there was no rebellion left, so he
marched them home. He had to come home because he was
dangerously wounded.
It must be explained that there were two big political parties, the
clericals, and the liberals—both pledged to steal everything in sight.
Diaz was scarcely healed of his wound, when a clerical excursion
came down to steal the city. He thrashed them sick, he chased them
until they dropped, and thrashed them again until they scattered in
helpless panic.
The liberal president rewarded Colonel Diaz with a post of such
eminent danger, that he had to fight for his life through two whole
years before he could get a vacation. Then Oaxaca, to procure him a
holiday, sent up the young soldier as member of parliament to the
capital.
Of course the clerical army objected strongly to the debates of a
liberal congress sitting in parliament at the capital. They came and
spoiled the session by laying siege to the City of Mexico. Then the
member for Oaxaca was deputed to arrange with these clericals.
He left his seat in the house, gathered his forces, and chased
that clerical army for two months. At last, dead weary, the clericals
had camped for supper, when Diaz romped in and thrashed them.
He got that supper.
So disgusted were the clerical leaders that they now invited
Napoleon III to send an army of invasion. Undismayed, the
unfortunate liberals fought a joint army of French and clericals,
checked them under the snows of Mount Orizaba, and so routed
them before the walls of Puebla that it was nine months before they
felt well enough to renew the attack. The day of that victory is
celebrated by the Mexicans as their great national festival.
In time, the French, forty thousand strong, not to mention their
clerical allies, returned to the assault of Puebla, and in front of the
city found Diaz commanding an outpost. The place was only a large
rest-house for pack-trains, and when the outer gate was carried, the
French charged in with a rush. One man remained to defend the
courtyard, Colonel Diaz, with a field-piece, firing shrapnel, mowing
away the French in swathes until his people rallied from their panic,
charged across the square, and recovered the lost gates.
The city held out for sixty days, but succumbed to famine, and
the French could not persuade such a man as Diaz to give them any
parole. They locked him up in a tower, and his dungeon had but a
little iron-barred window far up in the walls. Diaz got through those
bars, escaped, rallied a handful of Mexicans, armed them by
capturing a French convoy camp, raised the southern states of
Mexico, and for two years held his own against the armies of France.
President Juarez had been driven away into the northern desert,
a fugitive, the Emperor Maximilian reigned in the capital, and
Marshal Bazaine commanded the French forces that tried to conquer
Diaz in the south. The Mexican hero had three thousand men and a
chain of forts. Behind that chain of forts he was busy reorganizing
the government of the southern states, and among other details,
founding a school for girls in his native city.
Marshal Bazaine, the traitor, who afterward sold France to the
Germans, attempted to bribe Diaz, but, failing in that, brought nearly
fifty thousand men to attack three thousand. Slowly he drove the
unfortunate nationalists to Oaxaca and there Diaz made one of the
most glorious defenses in the annals of war. He melted the cathedral
bells for cannon-balls, he mounted a gun in the empty belfry, where
he and his starving followers fought their last great fight, until he
stood alone among the dead, firing charge after charge into the
siege lines.
Once more he was cast into prison, only to make such frantic
attempts at escape that in the end he succeeded in scaling an
impossible wall. He was an outlaw now, living by robbery, hunted like
a wolf, and yet on the second day after that escape, he commanded
a gang of bandits and captured a French garrison. He ambuscaded
an expedition sent against him, raised an army, and reconquered
Southern Mexico.
Porfirio Diaz
It was then (1867) that the United States compelled the French
to retire. President Juarez marched from the northern deserts,
gathering the people as he came, besieged Querétaro, captured and
shot the Emperor Maximilian. Diaz marched from the south, entered
the City of Mexico, handed over the capital to his triumphant
president, resigned his commission as commander-in-chief, and
retired in deep contentment to manufacture sugar in Oaxaca.
For nine years the hero made sugar. Over an area in the north
as large as France, the Apache Indians butchered every man,
woman and child with fiendish tortures. The whole distracted nation
cried in its agony for a leader, but every respectable man who tried
to help was promptly denounced by the government, stripped of his
possessions and driven into exile. At last General Diaz could bear it
no longer, made a few remarks and was prosecuted. He fled, and
there began a period of the wildest adventures conceivable, while
the government attempted to hunt him down. He raised an
insurrection in the north, but after a series of extraordinary victories,
found the southward march impossible. When next he entered the
republic of Mexico, he came disguised as a laborer by sea to the port
of Tampico.
At Vera Cruz he landed, and after a series of almost miraculous
escapes from capture, succeeded in walking to Oaxaca. There he
raised his last rebellion, and with four thousand followers
ambuscaded a government army, taking three thousand prisoners,
the guns and all the transport. President Lerdo heard the news, and
bolted with all the cash. General Diaz took the City of Mexico and
declared himself president of the republic.
Whether as bandit or king, Diaz has always been the
handsomest man in Mexico, the most courteous, the most charming,
and terrific as lightning when in action. The country suffered from a
very plague of politicians until one day he dropped in as a visitor,
quite unexpected, at Vera Cruz, selected the eleven leading
politicians without the slightest bias as to their views, put them up
against the city wall and shot them. Politics was abated.
The leading industry of the country was highway robbery, until
the president, exquisitely sympathetic, invited all the principal
robbers to consult with him as to details of government. He formed
them into a body of mounted police, which swept like a whirlwind
through the republic and put a sudden end to brigandage. Capital
punishment not being permitted by the humane government, the
robbers were all shot for “attempting to escape.”
Next in importance was the mining of silver, and the recent
decline in its value threatened to ruin Mexico. By the magic of his
finance, Diaz used that crushing reverse to lace the country with
railroads, equip the cities with electric lights and traction power far in
advance of any appliances we have in England, open great
seaports, and litter all the states of Mexico with prosperous factories.
Meanwhile he paid off the national debt, and made his coinage
sound.
He never managed himself to speak any other language than his
own majestic, slow Castilian, but he knew that English is to be the
tongue of mankind. Every child in Mexico had to go to school to learn
English.
And this greatest of modern sovereigns went about among his
people the simplest, most accessible of men. “They may kill me if
they want to,” he said once, “but they don’t want to. They rather like
me.” So one might see him taking his morning ride, wearing the
beautiful leather dress of the Mexican horsemen, or later in the day,
in a tweed suit going down to the office by tram car, or on his
holidays hunting the nine-foot cats which we call cougar, or of a
Sunday going to church with his wife and children. On duty he was
an absolute monarch, off duty a kindly citizen, and it seemed to all of
us who knew the country that he would die as he had lived, still in
harness. One did not expect too much—the so-called elections were
a pleasant farce, but the country was a deal better governed than the
western half of the United States. Any fellow entitled to a linen collar
in Europe wore a revolver in Mexico, as part of the dress of a
gentleman, but in the wildest districts I never carried a cartridge.
Diaz had made his country a land of peace and order, strong,
respected, prosperous, with every outward sign of coming greatness.
Excepting only Napoleon and the late Japanese emperor, he was
both in war and peace the greatest leader our world has ever known.
But the people proved unworthy of their chief; to-day he is a broken
exile, and Mexico has lapsed back into anarchy.
XIX
A. D. 1870
THE SPECIAL CORRESPONDENT