© 2015. Published by The Company of Biologists Ltd | The Journal of Experimental Biology (2015) 218, 1956-1967 doi:10.1242/jeb.114926
REVIEW Thermal variation, thermal extremes and the physiological performance of individuals W. Wesley Dowd1,*, Felicia A. King2 and Mark W. Denny2
ABSTRACT and biochemists have focused on the mean of performance, often In this review we consider how small-scale temporal and spatial glossing over variation (Bennett, 1987). However, this focus draws variation in body temperature, and biochemical/physiological attention away from the fact that contemporary patterns in variation among individuals, affect the prediction of organisms’ biochemistry and physiology are products of selection on the performance in nature. For ‘normal’ body temperatures – benign variation that existed in the ancestors of present-day organisms. temperatures near the species’ mean – thermal biology traditionally When confronted with changes in their environment, different uses performance curves to describe how physiological capabilities individuals within a species can be quite variable in their response vary with temperature. However, these curves, which are typically (Crawford and Oleksiak, 2007; Krebs and Feder, 1997; Nikinmaa and measured under static laboratory conditions, can yield incomplete or Waser, 2007; Williams, 2008). The sources and consequences of this ’ inaccurate predictions of how organisms respond to natural patterns variation are pivotal to understanding species potentials to cope with of temperature variation. For example, scale transition theory predicts changing environments (Whitehead and Crawford, 2006). As Steven that, in a variable environment, peak average performance is lower Jay Gould (1985) eloquently put it: and occurs at a lower mean temperature than the peak of statically measured performance. We also demonstrate that temporal variation In short, we view means and medians as the hard ‘realities,’ and the in performance is minimized near this new ‘optimal’ temperature. variation that permits their calculation as a set of transient and imperfect These factors add complexity to predictions of the consequences of measurements of this hidden essence. … But all evolutionary biologists ’ climate change. We then move beyond the performance curve know that variation itself is nature s only irreducible essence. Variation is approach to consider the effects of rare, extreme temperatures. the hard reality, not a set of imperfect measures for a central tendency. Means and medians are the abstractions. A statistical procedure (the environmental bootstrap) allows for long- term simulations that capture the temporal pattern of extremes (a Poisson interval distribution), which is characterized by clusters A growing literature in behavioral ecology (Dingemanse et al., of events interspersed with long intervals of benign conditions. The 2010), climate change biology (Estay et al., 2014), chronobiology bootstrap can be combined with biophysical models to incorporate (MacDougall-Shackleton et al., 2015), sex differences in human temporal, spatial and physiological variation into evolutionary models physiology and medicine (Mendelsohn and Karas, 2005), disease of thermal tolerance. We conclude with several challenges that ecology (Raffel et al., 2013), ecology (Ruel and Ayres, 1999), must be overcome to more fully develop our understanding of community ecology (Violle et al., 2012) and endocrinology thermal performance in the context of a changing climate by explicitly (Williams, 2008) supports this perspective, showing that there is considering different forms of small-scale variation. These challenges much to be gained by embracing the sources and consequences of highlight the need to empirically and rigorously test existing theories. variation. Here, we identify several key opportunities and challenges for KEY WORDS: Thermal performance curve, Jensen’s inequality, incorporating the role of variation into our understanding of Scale transition theory, Extreme events, Environmental bootstrap, organismal thermal biology and its ecological and evolutionary Spatial variation, Thermal biology consequences. We focus on three forms of variation that interactively contribute to differences in organisms’ abilities to Introduction perform the physiological tasks necessary for survival and Many of the ground-breaking developments in biochemical reproduction: (1) temporal variation in an individual’s body adaptation address two related questions: (1) how have biochemistry temperature; both ‘normal’ variation (fluctuations that individuals and physiology evolved across generations and among species in encounter day to day in a typical lifetime) and extreme events (rare response to the environment? (2) Within a generation, how do fluctuations that impose severe stress on individuals and possibly inducible responses indicative of physiological plasticity differ among decimate populations); (2) spatial variation in body temperature species from different environments? These questions have yielded a among individuals; (3) inter-individual variation in the biochemical wealth of mechanistic insights into how organisms cope with and physiological capacities to cope with thermal variation. environments that differ in average conditions (e.g. tropical versus Although we focus our examples on the effects of variation in polar) and environmental variability (Hochachka and Somero, 2002). body temperature, analogous arguments apply to other types of In the quest for answers to these overarching questions, physiologists variation; for example, variation in oxygen availability, pH, salinity or water availability. The three forms of variation listed above manifest at spatial and temporal scales relevant to individuals, but 1Loyola Marymount University, Department of Biology, Los Angeles, CA 90045, explicit consideration of all three types of small-scale variation is USA. 2Hopkins Marine Station of Stanford University, Pacific Grove, CA 93950, crucial for developing a robust ability to predict large-scale USA. responses to the environment and for addressing the pressing
*Author for correspondence ([email protected]) issue of anthropogenic global change. The Journal of Experimental Biology
1956 REVIEW The Journal of Experimental Biology (2015) 218, 1956-1967 doi:10.1242/jeb.114926
We begin with an analysis of thermal performance curves, the performance (Huey and Stevenson, 1979). Performance in a static traditional approach to thermal variation, and discuss how variation environment, which we refer to as the ‘nominal’ performance in body temperature can affect their interpretation in the context of function P(T ), peaks at some ‘optimal’ temperature (Topt,stat). Below climate change. Next, we move beyond the performance-curve some minimum critical temperature (CTmin) the organism cannot approach to consider the effects of extreme thermal events. We then maintain the functions necessary to survive and reproduce, and review the importance of considering both spatial variation in how above some maximum critical temperature (CTmax) performance is individuals experience their environment and inter-individual similarly compromised. Typically, the curve is asymmetric with a variation in the biochemical and physiological capacities to cope relatively gentle rise to the peak followed by a steep decline. with thermal stress, and we finish with a discussion of challenges Eurythermal organisms have a relatively large thermal breadth and opportunities for future research. (CTmax−CTmin), stenothermal organisms have a narrower breadth (Fig. 1B). The magnitude of performance at any point along the Performance curves: quantifying the effects of variation in curve can vary from organism to organism. The generality of sublethal temperature unimodal responses to temperature was recently corroborated by Body temperature has profound effects on physiological processes two broad surveys: one of a variety of traits at different levels of at the level of molecules, cells and whole organisms (Dell et al., biological organization across a wide range of taxa (Dell et al., 2011; Hochachka and Somero, 2002). These myriad effects can be 2011) and the other of thermal dependency of growth rates across described by a performance curve (Fig. 1A), where the x-axis the three domains of life (Corkrey et al., 2012). Later, we raise characterizes the organism’s body temperature and the y-axis concerns regarding the applicability of performance curves in indicates some quantitative measure P of the individual’s variable environments, but given their widespread use in the literature they warrant a detailed review. Despite the assumption by the metabolic theory of ecology that A the underlying parameters controlling the shape of the performance curve are universally constrained (Brown et al., 2004; Gillooly et al., Maximal performance 2001), considerable variation exists in the shape of performance curves among taxa and among performance traits (Ehnes et al., 2011). Consequently, a variety of mathematical functions have been used to fit experimental performance data (Angilletta, 2006). For P biochemical and physiological rate data, the ascending leg of the performance curve is often assumed to result from thermodynamic effects that increase reaction rates with increasing temperature (according to the Boltzmann–Arrhenius equation), while deceleration near the peak and on the descending leg is assumed T CT CTmin opt,stat max to result from destabilizing effects of high temperatures on rate- limiting enzymes (Dell et al., 2011; Johnson and Lewin, 1946; 010203040Knies and Kingsolver, 2010; Ratkowsky et al., 2005). In aquatic organisms, recent attention has focused on the roles of limitations in B
Performance oxygen-carrying capacity and resulting oxidative stress in setting Tropical stenotherm thermal performance bounds (Pörtner, 2002, 2010). For ‘integrative’ traits (such as running speed, fecundity, survivorship ∆T Temperate eurytherm ∆P or population growth rates), the Boltzmann–Arrhenius family of functions often do not fit well to available data (Knies and ∆P Kingsolver, 2010) and other functions (e.g. Gompertz×Gaussian, polynomial, beta) or statistical approaches (such as generalized ∆T additive models) have been used. As we discuss below, differences in the shape of the performance curve, particularly in the nature of its first and second derivatives, have important implications for predicting the effects of thermal variability. Despite the importance of the shape of performance curves, 01020304050relatively few studies have measured performance at a large enough Temperature (°C) number of temperatures to effectively distinguish between possible underlying shapes (Knies and Kingsolver, 2010). Typically, Fig. 1. Thermal performance curves based on a modified beta function. organisms are exposed to fewer than five discrete body (A) Performance curves typically have a characteristic, unimodal shape exemplified by the thermal reaction norm: performance as a function of body temperatures (Dell et al., 2011). Often, these temperatures are temperature. Often the reaction norm’s peak is shifted to the right of center, clustered near the central region of the performance curve, and our such that performance increases relatively slowly up to Topt, but decreases understanding of performance near the extremes remains relatively rapidly above Topt. Although performance curves are generally modeled as undeveloped. It is also likely that the shape of thermal performance functions, performance is typically only measured at a small number (4–8) of functions varies for the same organism at different levels of discrete temperatures in empirical studies. (B) A given increase in temperature organization [e.g. mitochondria versus whole organism (Schulte Δ Δ ( T ) results in an increase in nominal performance ( P) for a temperate et al., 2011)], for different performance traits (Huey, 1982) and for eurytherm, but the same temperature increase results in a decrease in nominal performance for a tropical stenotherm. Starting temperatures are based on different ontogenetic stages (Kingsolver et al., 2011). typical mean body temperatures reported in the literature (see, e.g. Deutsch Thermal performance models have been used to infer a variety of et al., 2008), with mean body temperature much closer to Topt for stenotherms. organismal- and population-level responses to temperature change, The Journal of Experimental Biology
1957 REVIEW The Journal of Experimental Biology (2015) 218, 1956-1967 doi:10.1242/jeb.114926 from effects on individual processes such as metabolic rate (Schulte A P D et al., 2011) to potentially complex consequences that might lead to max range shifts (Sunday et al., 2012) and influence ecological interaction strengths (Rall et al., 2012). For example, thermal Inflection point
biologists have quantified performance curves for species from different latitudes, often concluding that species near the tropics – P where temperatures are generally high and relatively stable – tend to live closer to their thermal optimum than do species living in temperate latitudes (Deutsch et al., 2008; Morley et al., 2012; Stillman and Somero, 2000), where short-term and seasonal 0 variation is greater. A common corollary to these conclusions is that tropical species – many, but by no means all, of which are 0 stenotherms – are at greater risk of population decline or extinction in the context of global warming (Bonebrake and Deutsch, 2012;
Deutsch et al., 2008; Huey et al., 2012), whereas temperate species Ј may benefit from warming as a result of their position on the P ascending arm of the performance curve (Fig. 1B). In the next section, we explore how consideration of short-term variation in body temperature may modify the interpretation of B E thermal performance curves.
Temporal variation in body temperature and its effects on 0 performance Average performance and Jensen’s inequality
Љ
For ectotherms and regional endotherms, body temperature can P fluctuate rapidly, with concomitant effects on an organism’s performance. Often, the consequences of the variability in performance are quantified by integrating performance over time to calculate average performance (e.g. average metabolic rate) or net C F performance (e.g. reproductive output). However, several recent studies have highlighted important 0 5 10 15 20 25 30 35 40 0 5 10 15 20 25 30 35 40 complications inherent in calculating the average (or net) of a Temperature (°C) nonlinear function such as a thermal performance curve (Estay et al., Fig. 2. Different performance curve functions exhibit varying 2014; Martin and Huey, 2008; Vasseur et al., 2014). In each, the mathematical characteristics. (A–C) A performance curve (A) and its first (B) authors use Jensen’s inequality (Jensen, 1906; Ruel and Ayres, and second (C) derivatives. This curve, typical of processes such as metabolic 1999) to show that, when temperature varies, mean performance – rate, has the initial upward concavity typical of curves based on the Arrhenius the average over a portion of the nominal performance function, equation. Note that the zero crossing of the second derivative indicates the PðTÞ – inflection point in the ascending leg of the curve. (D–F) A performance curve does not equal the performance at the mean temperature (the ‘ ’ ’ PðT Þ typical of integrative whole-organism performance; the second derivative is function s value at the average temperature, ). Building on negative throughout (F). Jensen’s inequality, scale transition theory (e.g. Chesson et al., 2005) estimates the difference between the average of the function and the function of the average (Estay et al., 2014). To a first in this portion of the curve is positive (Fig. 2C). The remainder approximation: of the curve is concave down [P00ðT Þ is negative]. In such cases, variation in body temperature produces an average performance 1 PðTÞ PðT Þþ P00ðT Þs2 ; ð1Þ curve in which the mean temperature associated with highest 2 T average performance (Topt,var) is lower than the Topt,stat (Estay et al., where P00ðT Þ is the performance curve’s second derivative at the 2014; Vasseur et al., 2014) (Fig. 3A). Displacement of optimum average temperature T, and σT is the standard deviation of body temperature increases as σT increases. For a given σT, the difference 00 temperature encountered by the organism. When P ðTÞ is positive, between Topt,var and Topt,stat is a larger fraction of a stenotherm’s average performance in a variable environment is greater than the narrow thermal breadth than for a eurytherm’s broad thermal nominal performance at the average temperature; when P00ðT Þ is breadth (Martin and Huey, 2008). negative, average performance is less than the nominal The difference between Topt,var and Topt,stat has been used to performance. Eqn 1 is accurate when σT is a small fraction of the explain why some organisms, such as lizards, choose mean body thermal breadth. For larger variations, PðTÞ must be calculated temperatures in the field below their optimal static temperature in the using numerical simulations in which temperatures are drawn at laboratory (‘suboptimal is optimal’, Martin and Huey, 2008). random from a distribution (usually Gaussian); the calculated P(T ) However, lizards’ choice of preferred temperature cannot be fully values are averaged to give PðTÞ (Benedetti-Cecchi, 2005). explained by Jensen’s inequality, and the remaining discrepancy has From Eqn 1, it is clear that the effect of temporal variation (σT)on been at least partially attributed to thermodynamic effects on average performance depends on the shape (that is, on the second performance (Asbury and Angilletta, 2010). A suboptimal-is- derivative) of P(T ). In some cases (e.g. Boltzmann–Arrhenius- optimal strategy could also arise from bet-hedging behaviors that based thermal performance curves, Fig. 2A), the ascending arm of reduce the risk of experiencing high temperatures that would push 00