Functional Ecology 1992 6,575-581 Ecological functions of carbohydrates stored in corms of Tipularia discolor (Orchidaceae) J. K. ZIMMERMAN and D. F. WHIGHAM* Center for Energy and Environment Research, University of Puerto Rico, GPO Box 363682, Sun Juan, Puerto Rico 00936 and *Smithsonian Environmental Research Center, PO Box 28, Edgewater, Maryland 21037, USA Summary 1. The orchid Tipularia discolor possesses two to five subterranean corms containing a high concentration of total non-structural carbohydrates (TNC). W e investigated the role of corms in the initiation of new growth following seasonal dormancy, in reproduction, and in the response of plants to artificial defoliation. 2. Severance of older corms (representing c. 3O0/0 of total corm biomass) influenced new shoot initiation, but had little o r n o effect on plants during fruit production o r in their response to defoliation. 3. Shading of plants during growth initiation had n o detectable impact on shoot growth o r storage use. Growth initiation caused a reduction in corm mass but n o change in per cent T N C in corms. Reproduction was associated with reductions in both corm mass and per cent TNC. 4. Artificial defoliation had little impact on the utilization of existing carbohydrate stores. 5. I t is concluded that carbohydrate storage in corms was relatively unimportant for the recovery of plants from herbivory in comparison to its role in growth initiation and reproduction. Key-words: Accumulation, artificial defoliation, corms, herbivory, phenology, reproduction, reserves, storage, total non-structural carbohydrates Functional Ecology (1992) 6 , 575-581 Introduction Storage organs are a common attribute of perennial herbaceous plants, yet few studies have considered their ecological function (Chapin, Shultze & Mooney 1990). Storage structures represent reserves and thus directly compete with the allocation of resources to other plant functions; consequently the cost of storage can be high and ecologically important. If storage competes with resource allocation to leaves, it will have a direct cost associated with the allocation of reserves away from leaves and an indirect cost associated with the loss of the compounded benefit (i.e. future growth) which accrues to resources allocated to leaves (Bloom, Chapin & Mooney 1985). Storage does not serve as a reserve function if it does not compete with other plant functions (Chapin etal. 1990). Resources can simply accumulate in storage if their external supply exceeds the immediate demand. As reserves, storage organs may: (1) support the initiation of growth following seasonal dormancy; (2) support reproduction; or (3) allow plants to respond to tissue losses to herbivores, pathogens, or catas- trophe (risk aversion). These reserve functions are not mutually exclusive and have the common feature that reserves provide resources when demand out- strips external supply (Chapin et al. 1990). Most evidence for functions 1 and 2 comes from observa- tional studies of seasonal variation in nutrient and carbohydrate levels in storage organs (e.g. Fonda & Bliss 1966; Chapin, Johnson & McKendrick 1980; Abrahamson & McCrea 1985; Defoliart et a[. 1988). Some manipulative studies have emphasized the importance of storage organs for reproduction (Lub- bers & Lechowicz 1989; Zimmerman 1990). However, other studies have found no effect of artificial reductions in storage on plant growth or reproduction (Lovett Doust 1980; de Kroon, Whigham & Watson 1991) suggesting that storage organs are important for risk aversion or that they represent accumulation and do not function as reserves. We have investigated carbohydrate storage in corms of the woodland orchid Tipularia discolor (Pursh) Nutall with respect to the three proposed reserve functions. Approximately 80% of biomass is allocated to below-ground storage in T. discolor (Whigham 1984). We focused on carbohydrate storage because Whigham (1984) found that corms were only marginally important for nutrient storage 576 and that direct uptake and retranslocation of J. K. Zimmerrnan nutrients from senescing tissues played the largest & D. F. Whigham role in supporting growth initiation and repro- duction. A role of carbohydrate storage in support of new growth in T. discolor is suggested by the observation that growth is initiated in early autumn when light levels on the forest floor are still very low (Whigham & O'Neill 1991). Flowering and fruit production occur in the summer when plants are leafless and occur at the expense of future corm growth (Snow & Whigham 1989). The role of current storage in mitigating reproductive costs is unknown. Finally, Whigham (1990) showed that artificial defoliation in T. discolor has a much greater impact on below- ground than above-ground biomass, suggesting that below-ground stores were being utilized to maintain long-term growth. Thus, there is evidence to suggest that carbohydrate storage in the corms of T. discolor may play a role in all three proposed reserve func- tions. Our objective was to quantify the relative importance of stored carbohydrates in each of these functions. Materials and methods Tipularia discolor is a common winter-evergreen orchid in woodlands of the south-eastern USA (Luer 1975). Plants produce a single leaf during Septem- ber-October and a single corm is produced at the base of each leaf. Leaves senesce in May, flowering occurs in early August, and fruits mature by late September (Whigham & McWethy 1980). The shallowly rooted corms persist for one to several years such that plants have a standing crop of two to five corms (Whigham 1984; Efrid 1987). We refer to corms of differing ages as C1, C2, C3, etc., beginning with the youngest, fully formed corm. Vegetative reproduction occurs when large flowering plants produce a second leaf and corm on the youngest, fully formed corm (Snow & Whigham 1989). New plants become independent after several years when the connection between old and new plants disintegrates (Efrid 1987). Herbivores, usually whitetail deer (Odocoileus virginianus Zimmermann), frequently eat entire leaves of T. discolor and plants do not resume growth until the following autumn when a new leaf is produced (Whigham 1990). Our studies were conducted in two upland hardwood forest sites at the Smithsonian Environmental Research Center near Annapolis, Maryland, USA (see Whigham & McWethy 1980 and Whigham 1984 for details). EFFECTS OF SHADING AND CORM SEVERANCE ON GROWTH INITIATION AND FRUIT SET On 31 August 1989 clones of T. discolor were located that contained at least one independent vegetative and reproductive individual. Reproductive plants had flowered and initiated fruit filling. Pairs of plants were assigned, in turn, to four treatments: (1) unmanipulated control plants; (2) shading to 6.5% of ambient understorey total daily photosynthetic photon flux density (PPFD); (3) severance of the youngest, fully formed corm (C1) from older corms (C2, C3, etc.); and (4) the combination of treatments (2) and (3). Each treatment was replicated four times at each site. Shading was provided by three layers of shade cloth 90cm in diameter suspended 25cm above the ground. At the start of the experiment each plant was gently excavated and the length (L), width (W), and height (H) of each corm was measured with calipers. A separate set of harvests indicated that In dry mass of C1 = -3.670 + 0.073 x L + 0.121 x H (r2 = 0.47, n = 29). The In dry mass of C2 and older corms = -5.729 + 0.052 x L + 0.075 x W + 0.185 x H (r2 = 0.73, n = 92). The severance of older corms removed, on average, 29.9% (SD = 14.9, n = 30) of the estimated dry corm mass per plant. Experimental plants were harvested on 11 and 12 October 1989. Data were recovered for 27 of the potential 32 pairs of plants. Following measurement of the length of the primary leaf (petiole + blade), plants were separated into new shoots (leaves, developing corms and new roots), secondary shoots (if present), C1 corms, C2 and older corms (if present), old roots, and (if present) reproductive structures. These were dried in a forced-air oven (SC-350, Grieve Corp., Illinois, USA) at 60?C for at least 72h before weighing. Dry masses of primary and secondary shoots were combined for data analysis. Corms and leaves were stored in a desiccator before being ground (Wiley Mill, A.H. Thomas Co., Pennsylvania, USA) to pass through a 40-mesh screen. Ground samples were sealed in plastic vials until analysis for total non-structural carbohydrates (TNC) using the anthrone method (Spiro 1966) following extraction and hydrolysis of starch using amylase (Smith 1981). Where sample size permitted (>90% of samples), analyses for TNC were run in duplicate. Roots contained