Functional Analysis of Stream Macroinvertebrates

The worldwide study of stream ecosystems remains a topic of great interest, impacting methods and concepts critical to the preservation and management of global freshwater resources. Stream macroinvertebrates, especially aquatic insects, have served as one of the main pillars of inquiry into the structure and function of running water ecosystems. Stream macroinvertebrates have been used so extensively for over 100 years because they are universally present and abundant, can be readily observed with the unaided eye, (unlike algae and microbes) and are much less mobile than fish which can easily move to totally new locations. Although taxonomic identification has been the basis of analysis of stream macroinvertebrates, functional analysis now offers an additional tool that allows much more rapid analysis that can be accomplished in the field using simpler methodology.


Introduction
In 1970, Robert Pennak, the preeminent freshwater invertebrate biologist, held that the basic unit of all stream ecology studies should be species level taxonomy (personal communication). This view was shared by essentially all stream ecologists of the day. Given the condition of many stream ecosystems and the taxonomy of aquatic insects then and now [1] that was, and is, a severe impediment to the advancement of research on streams. An alternative approach, based on macroinvertebrate functional analysis, coupled with higher order taxonomy (family or, if possible, genus) was proposed to facilitate addressing stream ecosystem research questions [2,3]. This functional analysis focuses on adaptations used by freshwater macroinvertebrates to acquire their food. In this approach, seven functional feeding groups

Functional groups (FFG) and food categories
Stream macroinvertebrate FFGs are listed below and summarized in Table 1. 1. Scrapers (SC) have morphological-behavioral adaptations that enable them to scrape nonfilamentous attached algae from substrates (coarse sediments, wood, or stems of rooted aquatic vascular plants) in streams or lake littoral zones.

2.
Detrital shredders (DSH) are adapted to feed on terrestrial plant litter (coarse particulate organic matter (CPOM), primarily leaves or needles that have been entrained in the stream and conditioned (colonized by) microbes, especially aquatic hyphomycete fungi.

3.
Gathering collectors (GC) have very generalized adaptations used to feed on fine particulate organic matter (FPOM) of particle size less than 1 mm FPOM) which they sweep up from depositional areas or crevices in flowing or turbulent where it has settled or been entrained.

4.
Filtering collectors (FC) have adaptations that allow them to capture FPOM from the passing water in streams or resuspension by turbulence in lakes using morphological structures or silk capture nets.

5.
Herbivore shredders (HSH) are adapted to feed on live rooted aquatic plants, primarily the leaves.

6.
Herbivore piercers (HPCR) are adapted to pierce individual filamentous algal cells and suck out the cell contents (primarily Trichoptera, Hydroptilidae).

7.
Predators (P) are adapted to catch and consume live prey by engulfing the prey or piercing and extracting the prey hemolymph.
Most genera of North American aquatic insects have been assigned to FFG categories in tables that appear after each taxonomic chapter in [1].
Parallel or convergent evolution has endowed differing taxonomic groups with similar morphological (e. g. mandible structure) and behavioral (e. g. net spinning and case construction) adaptations for acquiring a given food resource.
An example is the similar mandible structure found in larvae of four different scrapers (SC); three caddisfly (Trichoptera) genera representing three different families and one beetle (Coleoptera) genus, Psephenus, in the Family Elmidae are shown in Figure 1 [8]. All the mandibles have a knife-like leading edge which, when drawn across a rock or wood surface towards the mouth and remove attached algae. This material is contained and directed into the mouth by basil setae Figure 1. A further example is found in the mandibles of wood gouging detrital shredders (HSH) shown in Figure 2 [9]. Three different genera in three different families and orders are represented. The mandibles of these wood shredder aquatic insects are all three-toothed, scooped-shaped with basal setae. The mandibles are used to gouge grooves in the surface of wood entrained in a stream, ingest it and digest the microbes present that are the source of their nutrition. This poor quality food resource results in longer  life cycles, especially the larvae of the beetle Lara that requires 5 years to mature. Often, Lara is found on long term stable large wood habitat in northwest, old growth conifer bordered streams [10,11].
Many FFGs are restricted to a single mode of feeding. These obligate taxa maintain the same FFG mode of feeding, independent of the quality of the food being harvested [12]. A measure of the match between the FFG and the harvested food resource can be described by the efficiency of the conversion of food ingested to growth [4]. An example is the caddisfly Glossosoma nigrior (Trichoptera Glossosomatidae) [12]. Analysis of gut contents of two populations of G. nigrior occurring in two different streams, where they both fed as FFG scrapers, revealed that the ingested food differed significantly through all five instars of the growth period ( Figure 3) [9]. The G. nigrior population in the stream that provided good non-filamentous algal periphyton had gut contents totally dominated by algae. The pre-pupae in this population achieved significantly higher final dry biomass than the other population which had gut contents dominated by detritus. This second stream was in a canopy closed forest in which the rock surfaces were covered with fine detritus with little or no algal periphyton. The gut analysis method involving the use of Millipore™ filters is described in [13].
Facultative FFG taxa are not as fixed with regard to adaptations for acquiring food. The added flexibility in feeding allows for survival in a wider range of habitats that offer more food types but the conversion of ingested food to growth is less efficient than in obligate taxa. In their early instars, the majority of taxa are facultative generalists feeding on detritus, even predators like the megalopteran Nigronia [14].
A picture key to stream macroinvertebrate FFGs appears as an Appendix in [5].
Stream macroinvertebrate FFG food categories are listed below and described in Table 2 [4,5].
Limnology -Some New Aspects of Inland Water Ecology

1.
Attached non-filamentous algae, primarily diatoms but also green or red algae.

2.
Terrestrial plant litter (CP)M) entrained in the stream and colonized and conditioned by microbes.

3.
Depositional FPOM on fine sediments in pools, stream margins or under or in crevices in coarse sediments in the current.

4.
Suspended FPOM transported in the water column or suspended by turbulence.

Similar FFG adaptations in different taxa
Noel Hynes, arguably the premier stream ecologist of the last 60 years, observed that he could "turn over a rock in any clean stream the world over and recognize familiar aquatic After [4,5]. FPOM is fine particulate organic matter of particle size <1 mm. CPOM is coarse particulate organic matter of particle size >1 mm. insects, but they were all in different families" (personal communication). An example is the very similar dorsal-ventrally flattened body form of a North American scraper mayfly (Ephemeroptera, Heptageniidae) and a Brazilian mayfly (Ephemeroptera, Leptophlebiidae) ( Figure 4) [9,15]. Both these scrapers primarily use the mandibles to remove attached periphytic algae from rock surfaces. The mandibles of different taxa functioning as scrapers are similar: a cutting ventral edge with basal setae that keep the algae confined as it is moved into the mouth (Figure 1). Another example of similar feeding structures was described above for wood-gouging shredders belonging to different taxa (Figure 2). All these examples represent parallel or convergent evolution resulting in differing taxa being adapted to acquire the same food resource type.
The FFG of a given taxon can vary with age (instar in aquatic insects). There is evidence that essentially all aquatic insects are gathering collectors in the first (and second in some) instars. For example, Petersen [14] documented through gut analysis that the first instar of the predaceous megalopteran Nigronia serricornis (Corydalidae) fed on FPOM as a gathering collector. Taxa can also switch FFG as they progress through the growth period. The limnephilid caddisfly (Trichoptera) Pycnopsyche lepida switches from feeding on conditioned CPOM leaf litter as a detrital shredder in the first four instars to a scraper in the fifth (final) instar. This transition is readily discernable because in the first four instars the larvae construct an organic case made of leaf sections and fine sticks that are readily available in the litter accumulations where the larvae occur. In the fifth instar the larvae move into fast water where the feed by scraping periphytic algae from cobbles in flowing water. At that time, the larvae convert to heavier mineral cases [15,16].

Benefits of FFG analysis
There are two significant benefits in the FFG approach. First, it allows stream macroinvertebrates collected live in benthic or drift samples to be placed in ecologically relevant categories using only the level of taxonomy needed to separate them [6]. Simple examples would be: all Odonata dragonfly and damselfly nymphs are predators (P) and stone case-bearing Trichoptera (caddisfly) larvae are scrapers (SC) while those in organic cases (leaf and stick/ stem material) are detrital shredders (DSH). These examples, in which ordinal taxonomy is

Limnology -Some New Aspects of Inland Water Ecology
all that is required, are used in the key given in Merritt et al. [5]. Clearly, the more taxonomic resolution the better, but the FFG allows typical volunteer or class groups to gather useful data on aquatic ecosystems of local concern. And, importantly, the data can be taken on site using live specimens that allow behavioral and color paten traits, that are lost or fade in preservation, to be used in the evaluation. Furthermore, the collected organisms can be preserved and returned to a laboratory, if accessible, when detailed taxonomic determinations are required, for example to calculate diversity indices (e. g. see ecological tables in [1]).
The FFG detrital shredders (DSH) are reliably linked to the inputs plant litter from the riparian zone [17] that can be studied easily with the use leaf or needle packs which accurately mimic how plant litter is naturally processed by fungi and detrital shredders (DHS) in streams [18].
These are prepared using leaves or needles of trees that are present in the riparian zone of a stream under study ( Figure 5) [8,18]. Dry leaves or needles are weighed into 10 g amounts (to nearest 0.01 g) and soaked in warm water until soft (5-10 minutes). When the leaves are soft enough to handle so that they do no break, they are gathered into a packs and stapled together with the plastic Tees using a Buttoneer™ gun. The needles are threaded into a chain on monofilament fishing line (Figures 5 and 6). Each leaf or needle pack is fastened to an elastic band of sufficient size so that it can be attached to a common brick (Figure 6). The packs, one or two to a brick (Figure 6), are placed in the stream facing into the current to simulate the obstructions against which plant litter accumulates in streams in the current. It is important that some flow occurs across the surface of the leaves or needles to maintain dissolved oxygen levels required by the obligate aerobe aquatic Hyphomycete fungi that colonize the plant material and constitute the major source of the nutrition for detrital shredders (DHS) [19]. The leaf pack shown in Figure 6 are hickory leaves that were incubated in a third order woodland Michigan stream in October for 2 weeks at 10°C. The effect of the shredder feeding is evident. The softer, most heavily fungal colonized portions of the leaf have been used [20,21]. The detrital shredders (DSH) select portions of the leaves or needles that are most heavily colonized by aquatic hyphomycete fungi. Specific polyunsaturated lipids of the fungi attract the shredders [19].  The second benefit of using the FFG approach is that ratios of the number of specimens collected in each FFG category can be used to describe a stream reach and compare it to other reaches and other streams (Table 3) [5,8]. Because these ratios are dimensionless numbers, they are relatively independent of sample size. For example, it has been demonstrated that the relative number of scrapers collected from one rock in a given stream riffle is not statistically different from the collection from five rocks in the same riffle [9]. Some FFG ratios that can serve as surrogates for stream ecosystem attributes are summarized in Table 4 Predator regulation of macroinvertebrate communities as compared to regulation by in stream primary production + detritus support of macroinvertebrate communities Based on [5,8]. FPOM is fine particulate organic matter of particle size <1 mm, CPOM is coarse particulate organic matter of particle size >1 mm, DOM is dissolved organic matter. Table 3. Use of functional feeding groups (FFG) as surrogates for stream ecosystem attributes. Limnology -Some New Aspects of Inland Water Ecology surrogates to ecosystem attributes such as the classification of a stream reach as autotrophic (i.e. dependent on in-stream primary production as the primary energy source) vs. heterotrophic (dependent on riparian out of steam primary production as the primary energy source) ( Table 4) [22][23][24][25]. This particular ratio (SC + HSH/DSH + SC + FC) is a surrogate for directly measured P/R, which is the ratio of gross primary production to total community respiration (i. e. including autotrophs). P/R, which is measured by monitoring oxygen levels over time across a stream reach or in enclosed in situ chambers [26]. The FFG surrogate P/R ratio is strongly influenced by season and like other FFG ratios might require a different threshold for spring-summer vs. fall-winter ( Table 4).
In the case of detrital shredders (DSH), their presence and abundance depends on the type of plant litter inputs and season. If the riparian zone is dominated by deciduous hard woods, the inputs are in the fall-winter period. Hardwoods, except oaks, are conditioned rapidly by aquatic hyphomycetes and fed on by shredders. Conifers (evergreens) shed foliage primarily in the spring-summer and conditioning by fungi is much slower and shredder feeding is Proposed thresholds after [22][23][24][25]. SC = scrapers, HSH = herbivore shredders, DSH = detrital shredders, GC = gathering collectors, FC = filtering collectors, APC = algal piercers, P = predators. delayed. Prairie Creek in Redwood National Park, California provides an example from an old growth conifer forest stream with slow fungal conditioning and delayed detrital shredder (DSH) activity (Table 5 [27]). The riparian derived CPOM is largely wood and conifer needles which require along conditioning times before shredders begin feeding. This suggests that samples taken in December were too early to detect the major shredder activity. The shredder caddisfly larvae (Trichoptera: Lepidostoma and Gumaga) and stonefly Nymphs (Plecoptera: Peltoperlidae, Capniidae, Leuctridae) that were collected were quite small. The mean dry mass per individual, of the 34 individuals collected was 6.6 mg (caddisflies 111 mg, stoneflies 75 mg) indicating very early instars. The ratio was low because the biomass of the GC (0.061 mg) plus FC (3.35 mg) was much greater. The recommended threshold for conifer old growth forest streams should be based samples for February or March. The general 0.50 threshold was based on data from deciduous forest streams taken in the fall when the conditioning of the riparian litter was sufficient to accommodate expected shredder populations [18].
There is an extensive literature using FFG analyses, for example the numerous references cited in the ecological tables that accompany each aquatic insect order in [1]. FFG analyses and the ratio method, including proposed thresholds have been used to evaluate Florida Rivers. FFGs were used to characterize the un-dammed reach of the Kissimmee River as a model for general restoration of the 100 miles of the channelized River [22]. The ratio method was employed to characterize the remnant oxbows of the Caloosahatchee River according to their ecological attributes and to provide recommendations for preservation and restoration of the River's oxbows [25]. Floodplain (marsh) habitats of the St. John's River were also evaluated relative to hydrological influences using FFG surrogate ratios to predict the effects of water withdrawal from the river [25]. The method also was used to characterize the ecological conditions in a wide range of Brazilian streams and rivers [24].

Conclusions
Proposed in this chapter is the use of the FFG method of analysis to gain rapid and efficient insight into macroinvertebrate community composition and fits unction in freshwater ecosystems. The method should be compatible with a broad level of expertise, from beginner to Modified from [27]. advanced, and can be conducted stream-side allowing live animals to be released or preserved and returned to the lab. If the FFG ratio method is to be used, at least some qualitative observational data should be recorded: riparian information about the dominant vegetation cover (e. g. percent deciduous vs. evergreen) and the % canopy closure; dominant stream habitat (riffles vs. pools, coarse vs. fine sediments, % accumulation plant litter such as leaf packs); discharge level relative to bank full (the permanent vegetation line)and general land use observations (e. g. agricultural or live stock grazing, timber harvest or other human disturbances).
When conducting FFG analysis it is most useful to collect, and keep separate, samples from three types of habitat: Riffles (coarse sediments), pools (fine sediments), and plant litter accumulations. Samples can be taken with timed (e. g. 15 s) D-frame or aquarium net samples. The data can be combined later into a "composite" sample, but the relative importance of each habitat can be assigned based on the qualitative evaluation of the % stream bottom cover of each habitat type. Most importantly, The FFG analysis technique does not foreclose on any traditional use of taxonomic analysis of the samples in the laboratory.