Jonathan R Potts1, Mark A Lewis. 1. Department of Mathematical and Statistical Sciences, Centre for Mathematical Biology, University of Alberta, , Edmonton, , Alberta, Canada , T6G 2G1, Department of Biological Sciences, University of Alberta, , Edmonton, , Alberta, Canada , T6G 2G1.
Abstract
Territory formation is ubiquitous throughout the animal kingdom. At the individual level, various behaviours attempt to exclude conspecifics from regions of space. At the population level, animals often segregate into distinct territorial areas. Consequently, it should be possible to derive territorial patterns from the underlying behavioural processes of animal movements and interactions. Such derivations are an important element in the development of an ecological theory that can predict the effects of changing conditions on territorial populations. Here, we review the approaches developed over the past 20 years or so, which go under the umbrella of 'mechanistic territorial models'. We detail the two main strands to this research: partial differential equations and individual-based approaches, showing what each has offered to our understanding of territoriality and how they can be unified. We explain how they are related to other approaches to studying territories and home ranges, and point towards possible future directions.
Territory formation is ubiquitous throughout the animal kingdom. At the individual level, various behaviours attempt to exclude conspecifics from regions of space. At the population level, animals often segregate into distinct territorial areas. Consequently, it should be possible to derive territorial patterns from the underlying behavioural processes of animal movements and interactions. Such derivations are an important element in the development of an ecological theory that can predict the effects of changing conditions on territorial populations. Here, we review the approaches developed over the past 20 years or so, which go under the umbrella of 'mechanistic territorial models'. We detail the two main strands to this research: partial differential equations and individual-based approaches, showing what each has offered to our understanding of territoriality and how they can be unified. We explain how they are related to other approaches to studying territories and home ranges, and point towards possible future directions.
Territoriality occurs widely throughout the animal kingdom, observed in taxa as diverse
as mammals, birds, insects and fishes. Territories are spatial regions, defended against
conspecifics, for the purpose of using resources and providing mating opportunities.
Different species use a wide variety of tactics to defend territories, such as
deposition of visual or olfactory cues, fighting or ritualistic displays, with records
of such behaviour dating back as far as the seventeenth century [1,2].
While theoretical biology has a rich history of analysing pattern generation from
microscale interactions to macroscale [3], it was not until about 20 years ago that population-level territorial
patterns were modelled analytically as emerging from individual-level interaction events
between similar animals [4] (although
see [5] for an early example of
segregation emergence between animals with highly differing behavioural traits).Historically, much modelling of space use has been based on phenomenological
descriptions of the areas used by animals, such as drawing a minimum convex polygon
around location fixes to construct a plausible home range [6], or assuming that space use will correspond with food
availability, as with resource selection analysis [7]. These approaches have become increasingly
sophisticated over the years, through models such as kernel density estimators and
Brownian bridges, leading to realistic descriptions of spatial patterns [8,9].While accurate description is valuable, prediction requires a solid understanding of the
individual-level mechanisms that give rise to observed spatial patterns. The
construction of quantitative, predictive ecology that can foresee the impact of
environmental change on species' ability to survive and reproduce is a vital
challenge for twenty-first century science. The rapid changes currently occurring in
many of the Earth's ecosystems force animals to respond before they can adapt,
attempting as best they can to make use of the new environments they find themselves in.
By uncovering the behavioural mechanisms underlying their choice of area as they move
and interact with one another, it may become possible to predict the effects of habitat
variation on the spatial structure of a population.On the more theoretical side, mechanistic territorial models provide a key step towards
constructing a statistical mechanics for ecological systems [10]. This programme seeks to find quantitative theories
explaining how ‘macroscopic’ ecosystem patterns derive from
‘microscopic’ individual processes, in analogy with the laws linking
macroscopic physical properties, such as pressure and temperature, to the behaviour of
the underlying system of molecules. Although ecosystems containing living creatures are
more complex than collections of molecules, the general principle of beginning with a
random walk model, then using mathematical analysis to derive properties of the system,
has already borne much fruit in movement ecology research [11,12]. Therefore, scientists are gradually moving towards the goal of building a
predictive ecological theory based on the concept of statistical mechanics, by
constructing the jigsaw puzzle one piece at a time.The specific puzzle-piece that relates to building models of space use from territorial
interactions, which is the focus of this review, began when Lewis
& Murray [4] constructed and
analysed one-dimensional advection–diffusion equations based on scent deposition
of wolves and the subsequent avoidance response of neighbouring packs. Since then, this
formulation has been refined to take account of the precise details of movement and
interaction events, generalized to the biologically realistic two-dimensional case and
extended to account for environmental effects [13,14]. It has been successfully used to test hypotheses about the underlying
causes of territory size and shape and demonstrate the effects of population change on
territorial structure [15]. Recently,
it has also been applied in the sociological context of human gang territories [16]. This wide variety of applications
both demonstrates that there exist general mathematical structures behind the
multifarious territorial interaction mechanisms residing in the natural world, and shows
the effectiveness of mechanistic modelling at answering hitherto unsolved biological
questions.Three years ago, there was a further fundamental advancement in our understanding of
territory formation and dynamics [17]. The authors stripped down the model of scent-mediated conspecific avoidance
to a very simple, individual-based model (IBM) of territory formation, which was
analysed from the ground up, without taking the mean-field limits used in the
advection–diffusion approach [15]. Although qualitatively similar territory patterns emerged in this model,
it also displayed a number of features not present in the advection–diffusion
approach, most notably details of the timescale over which territory boundaries shift,
as well as an ability to quantify the longevity of scent mark cues purely by examining
the evolution of animal locations over time [18,19].The purpose of this paper is to give a detailed review of the progress in both
approaches to territorial modelling, which relate mainly to terrestrial mammalian
carnivores, but have recently been extended to birds [20]. We explain how a recently proposed formalism can
unify the two frameworks and relate them to the fields of resource selection analysis
and collective animal behaviour, two areas of ecology that have separately evolved rich
histories of modelling and data analysis. Finally, we give a perspective into the future
of mechanistic territory modelling and how we see its place in helping to answer
pressing questions in current ecological research.Throughout, we are careful to distinguish territorial formation from the related concept
of home range emergence [21,22]. While territorial interactions are
often key in the formation of home ranges, they are not a necessary mechanism, with home
ranges often forming in the absence of conspecific avoidance. The underlying
localization processes in these cases may, for example, result from resource attraction
or site fidelity owing to memory [23]. Although the examination of home range formation in the absence of
conspecific avoidance interactions is beyond the scope of this review, we include a
section (‘Home range emergence’) where we explain how mechanistic
territory models fit into the general effort of understanding home range formation. For
a good recent review of home range analysis, instead see [22], or [24] in the context of mechanistic modelling.
The dynamical systems set-up
Mathematical models for animal movement take a variety of forms. Normally, one might
think of tracking an animal's location at fixed time intervals. In this case, a
movement kernel would describe the distribution of step lengths and movement directions
from one time step to the next [11,12]. However, local
environmental conditions, such as terrain or prey, or territorial signals, such as scent
marks, would also feed into the movement kernel [15,25]. An animal may bias movement away from steep terrain or might take shorter
steps in regions with high prey density. Territorial signals, such as scent marks, could
also affect the direction of movement through avoidance of foreign scent marks or
attraction towards familiar scent marks [15].To complicate matters, some of these factors, such as terrain, are external to the
animals, whereas others, such as prey density or scent mark density, involve negative or
positive feedbacks as animals modify their local environments, a process sometimes
referred to as stigmergy [26]. One
way of accounting for these effects is to create an IBM with reasonable behavioural
rules that involve changes to the local environment and responses to environmental
conditions. The IBM could be simulated to explore the suite of possible outcomes. A
particular example of this approach is given later, in the section ‘An
individual-based approach’. First, however, we examine an alternative approach,
which attempts to approximate the probability density function (PDF) of the animal or
group of animals.
Probability density function approach
Although the precise location of the animal at any point in time is uncertain, the range
of possible locations of the animal can still be described using a PDF. This modelling
approach simulates the time evolution of the PDF as territorial interactions reshape it
[15]. Thus, rather than requiring
multiple stochastic simulations, the PDF approach involves a single simulation that
tracks the expected space use of the animal over time.The basic tool for moving from individual descriptions to PDFs is the master equation
[11,12]. This is an iterative equation that describes the
PDF of the animal at a time t + τ in
terms of the PDF at time t and a dispersal kernel describing the
individual movement patterns. The kernel is based on an individual-level description of
the animal's movement between t and t +
τ. Many individual-level processes have been proposed for
movement between successive locations, such as step selection functions [27], Brownian motion [9] and state–space models [28]. The master equation provides the
bridge between these individual-level descriptions of movement and more
‘macroscopic’ space-use patterns described by the PDF.The classical method for analysing master equations involves using the
Fokker–Planck equation to approximate the movement model. This allows one to go
from the kernel-based description of movement for individuals, including environmental
conditions and feedbacks, via the master equation, to a system of
advection–diffusion equations that track the expected space use over time. The
resulting system of equations can be simulated on a computer or analysed mathematically
to predict the emergence of territorial patterns.Early applications of the Fokker–Planck approach focused on determining the
behavioural ingredients needed for territorial pattern formation [4]. They asked: what behavioural interaction terms,
including scent-marking, will give rise to the spontaneous formation of territories? The
simplest model involved two packs interacting in one spatial dimension, each producing
scent marks that cause avoidance movement by the other pack. Each pack was modelled as
moving back towards its den site when it encountered foreign scent marks. It turns out
that this simple model is sufficient to generate territories [4]. The addition of positive feedback, through enhanced
scent-marking over foreign scent marks, gives rise to bowl-shaped
patterns of scent marks, with the edges of the bowl describing heightened scent
densities found at the edge of the territories [29]. It also gives rise to buffer zones
between territories, where neither pack would go. Both these features have been studied
extensively in wolf (Canis lupus) territories in northeastern
Minnesota, and the fact that simple behavioural rules give rise to such realistic
emergent patterns is a persuasive argument as to the model's validity [4].Realistic models for animal territories must include multiple spatial dimensions, as
well as the spatial distribution of external factors, such as resource and topography. A
second generation of sophisticated two-dimensional advection–diffusion models has
been developed so as to include these factors [15]. By using the method of maximum-likelihood to
connect the models with data, hypotheses about the factors driving territorial pattern
formation can be tested from the space-use patterns as measured by radiotelemetry data.
This method was applied to test the role of scent-marking on coyote (Canis
latrans) territorial patterns in the Hanford Arid Lands Ecosystem [13] (figure 1) and additional impacts of topography and prey
distribution on these patterns in the Lamar Valley region of Yellowstone [14]. Here, the connection between
advection–diffusion models for territorial patterns and classical hypothesis
testing is new, and it provides a powerful approach for connecting mechanistic movement
models with data.
Figure 1.
Mechanistic territorial model applied to coyote populations. These relocation
data for coyote from different packs, denoted by different colours, are fitted
using the method of maximum-likelihood. The model posits that animals move
randomly and avoid foreign sent marks by moving back towards their den site or
organizing centre (triangles). The scent marks (not shown) have their own
dynamics where there is a constant low level of marking, with foreign scent
marks causing an over-marking response. Full details of the model are given in
Moorcroft et al. [13]. Reproduced with permission from Moorcroft et
al. [13].
(Online version in colour.)
Mechanistic territorial model applied to coyote populations. These relocation
data for coyote from different packs, denoted by different colours, are fitted
using the method of maximum-likelihood. The model posits that animals move
randomly and avoid foreign sent marks by moving back towards their den site or
organizing centre (triangles). The scent marks (not shown) have their own
dynamics where there is a constant low level of marking, with foreign scent
marks causing an over-marking response. Full details of the model are given in
Moorcroft et al. [13]. Reproduced with permission from Moorcroft et
al. [13].
(Online version in colour.)As these advection–diffusion models have become more mainstream, new applications
have extended the modelling theory. For example, the process of shifting territories, as
new groups form and old groups split, has been very recently explored using the
advection–diffusion approach applied to an extensive dataset for territorial
meerkats in South Africa [30]. These
mechanistic models have also been reapplied in a new context, to the formation of gang
territories in the Hollenbeck region of Los Angeles [16]. Here, natural barriers to gang movement, including
rivers and freeways, replaced the topography component in the models.
An individual-based approach
The modelling framework
An alternative approach to advection–diffusion modelling was proposed in
reference [17], whereby the
animals were modelled on a discrete lattice, and analysis was performed without first
taking a mean-field limit. It is well known that when interactions are rare, as is
often the case with territorial animals, continuum models can give very different
results to the underlying IBM [31]. Therefore, it is important to examine whether there are aspects of
territoriality that exist in an individual-based approach, but are not present in
reaction–advection–diffusion systems.The so-called ‘territorial random walk’ models animals as
nearest-neighbour lattice random walkers, each of whom deposits scent as it moves,
which lasts for a finite amount of time, the ‘active scent time’
(TAS), after which other (conspecific) animals no
longer respond to the mark as fresh (figure
2). They are able to move to any nearest-neighbour lattice site unless the
site contains active scent of a conspecific, in other words unless that site is in
the conspecific's territory [19].
Figure 2.
The individual-based territoriality model with example output. The left-hand
panel represents a hypothetical snapshot in time of the position of two
territorial random walkers (animals), the red and blue dots, and their
territories, represented by the red and blue open circles, respectively. If
a red (blue) open circle is present at a lattice site, it means that the red
(blue) animal has been in that location sometime in the past
TAS timesteps. The absence of any scent marks
at coordinates (5,1), (2,3) and (2,4) implies that no animal has occupied
those coordinates within a time TAS, i.e. this
is interstitial area. The next time the blue animal moves, it can go to any
of the four adjacent lattice sites with equal probability, whereas the red
animal is constrained to move either up or right. The right-hand panel
demonstrates the sort of home range patterns that can arise from such a
model. Reproduced from Giuggioli et al. [17]. (Online version in
colour.)
The individual-based territoriality model with example output. The left-hand
panel represents a hypothetical snapshot in time of the position of two
territorial random walkers (animals), the red and blue dots, and their
territories, represented by the red and blue open circles, respectively. If
a red (blue) open circle is present at a lattice site, it means that the red
(blue) animal has been in that location sometime in the past
TAS timesteps. The absence of any scent marks
at coordinates (5,1), (2,3) and (2,4) implies that no animal has occupied
those coordinates within a time TAS, i.e. this
is interstitial area. The next time the blue animal moves, it can go to any
of the four adjacent lattice sites with equal probability, whereas the red
animal is constrained to move either up or right. The right-hand panel
demonstrates the sort of home range patterns that can arise from such a
model. Reproduced from Giuggioli et al. [17]. (Online version in
colour.)An advantage of this approach is that it provides a natural definition of the
animal's territory at any point in time: the set of lattice sites containing
active scent of that animal. This readily corresponds to the definition from Burt
[21] of a territory being
‘any defended area’. This definition is contrasted with that of a home
range, the latter being ‘that area traversed by the individual in its normal
activities of food gathering, mating and caring for young’ [21]. In more mathematical
terminology, this might be called the utilization distribution of an
animal as measured over a period of time spent engaging in such
‘normal’ daily activities.The territories that emerge from these lattice models are not static, but change
slowly over time, typically much slower than the movement of the animals themselves.
As a consequence, when measured over a finite time window, the utilization
distributions (home ranges) of animals in adjacent territories will overlap slightly.
Such overlapping home ranges are common in territorial systems, but contrast with the
concept of contiguous territories or territories separated by buffer zones [4]. That both home ranges and
territories emerge in conceptually separate, but clearly defined ways from this model
enables rigorous qualification of the traditional descriptive differences [21].If the movement of the animals has no intrinsic localization process, then home range
overlap will steadily enlarge as the time window is increased, without ever
stabilizing. The urban foxes (Vulpes vulpes) studied by Potts
et al. [19]
lack such a central place attraction, but many animals do have a bias in their
movement towards a den or nest site [15]. Incorporating this bias into the IBM approach causes stable home
ranges to emerge, despite the territory borders remaining in constant flux [18].The main bulk of work on individual-based territorial models has so far been based on
full territorial exclusion, where animals completely avoid areas containing
conspecific territory marks. However, it is typical for animals to exhibit a certain
amount of curiosity and probing on the territory border, pushing into recently marked
areas a small amount before subsequently retreating. Indeed, such a process has
recently been shown to occur in populations of Amazonian birds [20]. In reference [26], the patterns emerging from a process of partial
exclusion in an IBM were studied, giving qualitatively realistic patterns of
overlapping home ranges.
Mathematical analysis
An advantage of the individual-based approach is that it explains the phenomenon of
moving territory borders, sometimes called the ‘elastic disc
hypothesis’, which has been observed in species from a variety of taxa (see
references in Potts et al. [19]), ever since the seminal paper of Huxley [32]. A disadvantage is that it is
highly computationally intensive to fit stochastic IBMs to data.To circumvent this issue, approximate analytic versions of the simulation models that
describe the movement of animals in side fluctuating territory borders were
constructed in one-dimension [33]
and two-dimensions [18,34]. These were solved exactly,
giving expressions that are readily fitted to data on animal movement [19]. The models are based on the
observation from simulation output that territory borders exhibit slow random
movement that constrain the animals' intrinsic diffusive motion. As such,
parametrizing them requires knowledge of the territory border movement and they do
not, in themselves, contain information about the scent-marking process. Therefore,
fitting data to these models does not give any information about the active scent
time.However, there turns out to be a ‘parameter collapse’ of the simulation
output to a universal curve relating the generalized diffusion constant of the
territory border, K, to a dimensionless input parameter
Z, so that for particular constants α and
β reported in reference [33] in one-dimension and [19] in two-dimensions. Here,
in one-dimension and
in two-dimensions, where
ρ is the population density and D is the
intrinsic diffusion constant of the animal. This enables users of this modelling
approach to extract the active scent time from details of the border movement that,
in turn, can be extracted from movement data via the approximate analytic model
(figure 3).
Figure 3.
Using individual-based territoriality models to extract scent longevity from
location data. Location data can be fitted to the analytic model of [34] using the methods of
[19] to give
information about the territory border movement, K, the
animal's intrinsic diffusion constant, D, and the
population density ρ. Analysis of the IBM from
[17] then gives a
universal curve K =
αDexp(−AS)
[19], which can be
used, together with the information on K,
D and ρ, to obtain an estimate
of the active scent time, TAS.
Using individual-based territoriality models to extract scent longevity from
location data. Location data can be fitted to the analytic model of [34] using the methods of
[19] to give
information about the territory border movement, K, the
animal's intrinsic diffusion constant, D, and the
population density ρ. Analysis of the IBM from
[17] then gives a
universal curve K =
αDexp(−AS)
[19], which can be
used, together with the information on K,
D and ρ, to obtain an estimate
of the active scent time, TAS.An important, unsolved issue from this approach is to understand analytically why the
parameter collapse to is observed, and whether it holds for all parameter values or
just those analysed in references [19,33]. Some initial
steps towards this end were made in reference [35], where the authors noted that this trend is
related to the drift probability of one territory boundary into its neighbour, via a
first passage time argument. This drift probability can be thought of as the amount
of pressure one territory exerts on a neighbour. Although this surprisingly
challenging mathematical problem provided a key step forward, much more needs to be
done to understand fully this parameter collapse.
Ecological and epidemiological lessons
Applying this model to animal location data enables quantification of both the
interaction process, that is the active scent time, and the amount of intrinsic
flexibility in the territorial structure, that is the border diffusion constant
K. By using data before and after an outbreak of mange in
Bristol's red fox population [19], it was possible to quantify how both the territorial structure and
the behaviour of foxes changed as the disease spread through the population.These changes turned out to be quite dramatic, having important consequences for
modelling epizootics in territorial populations. The study showed that it is not
accurate to assume that the animals, even those that do not have the disease, will
necessarily maintain their behavioural patterns. Large amounts of government money
rely on good understanding of such disease spread, notably the recent decision to
cull badgers by the UK government to stop the spread of bovinetuberculosis [36]. This decision itself was based
upon the controversial notion that badgers will not change their territorial
structures as a result of disturbing the population through culling [37, §§3.6.9–10].
The approach of [19] gives perhaps
the first mechanistic theory that explains why such assumptions are likely to be
false, so the underlying modelling framework could prove useful in helping
governments make better-informed decisions.
Fit to the movement process or the territorial pattern?
When applying mechanistic territory models to data, researchers have generally tended to
fit the emergent territorial patterns to relocation data, regardless of whether they
have used advection–diffusion or IBM approaches [14,19]. A different approach fits models to the fine-scale movement and interaction
processes, then uses them to derive the resulting space-use patterns [12]. An advantage of the former approach
is that it does not rely on the availability of detailed movement data. A disadvantage
is that the fitting procedure, typically based on a maximum-likelihood approach [14], requires that animal locations be
independent samples of the utilization distribution. Obtaining sets of points that are
approximately independent usually requires using a small subsample of the data, which
can mean discarding a lot of information [15].Fitting a model directly to the underlying movement and interaction processes, on the
other hand, allows one to make use of all the location data available. Owing to advances
in global positioning satellite technology over recent years, fine-scaled animal
movement data are becoming increasingly common, making such model fitting possible. Once
such a model has been parametrized, it is possible to use either simulation or
mathematical analysis to derive the resulting territorial patterns [20]. Because these patterns are not
themselves fitted to the positional data, as in previous approaches, this approach is
far more conservative in answering whether a model is sufficient to produce territorial
patterns (figure 4).
Figure 4.
Fit to the process or the pattern? (a) gives a schematic of
the modelling scheme for mechanistic models where we fit data to the
territorial pattern [15,19].
(b) How this process differs when we fit the data to the
movement and interaction processes [20]. (Online version in colour.)
Fit to the process or the pattern? (a) gives a schematic of
the modelling scheme for mechanistic models where we fit data to the
territorial pattern [15,19].
(b) How this process differs when we fit the data to the
movement and interaction processes [20]. (Online version in colour.)The procedure used in this analysis is based around the notion of a step
selection function [27],
which gives the probability of moving from position y to x, given
information about the surrounding landscape . Moorcroft & Barnett [38] noted that this is precisely equivalent to the
movement kernel of mechanistic territory and home range models. Therefore, by fitting
step selection functions to data, using methods such as in reference [39], it is possible to parametrize a
mechanistic movement model, which can, in turn, be used to derive space-use patterns in
a mathematical and non-speculative fashion, using techniques developed in reference
[15]. By coupling together step
selection functions for different animals [20], interactions can also be explicitly incorporated in this modelling
approach.
Optimality and game theory
Although a mechanistic model with fixed parameters, may, on average, describe animal
movement behaviours, individuals may modulate their behavioural responses, responding to
local conditions so as to optimize fitness [40]. Mathematically, this could be achieved by a modification of parameters
in the mechanistic model. However, when more than one group is simultaneously involved
in optimizing, the appropriate framework to describe interactions is actually in terms
of a game [41].It turns out the issue of buffer zones between wolf territories provides a fascinating
context for the application of game theory. This is because there is a strong positive
correlation between the locations of the buffer zones and heightened densities of the
primary prey species for wolves in northeastern Minnesota, white-tailed deer. The deer
appear to thrive in these buffer zones owing to reduced predation pressure. This begs
the question as to why the territorial wolves do not simply trespass into the buffer
zones between territories and consume the precious prey species before neighbouring
packs take the opportunity. After all, animals are seldom mindless automata, obeying
fixed behavioural rules, and it is natural to ask how these rules might adapt so as to
maximize fitness.The idea that territorial movement behaviour can be modified so as to improve a wolf
pack's fitness is quite reasonable biologically but is a challenge to address
quantitatively [41]. An early attempt
to model optimal behavioural responses of territorial wolves in this complex spatial
predator–prey dynamic used the theory of differential games to show conditions
under which buffer zones would persist and why they might break down [42]. Packs were assumed to modulate
their movement behaviour so as to attempt to maximize food intake while minimizing the
chance of hostile altercations with neighbours. A key result from this analysis showed
that buffer zones can persist as evolutionarily stable outcomes, providing the penalty
for interpack altercation is high, and, crucially, providing there always remains a
random component of movement, describing the uncertainty inherent to wolf movement. This
area of coupling spatially explicit territorial models to game theory is in its infancy,
and there is a real opportunity for new analysis.
The related concept of home range
Any animal that maintains a territory will ipso facto have a home range. However, the
converse is not true. Many animals exhibit home range behaviour without actively
defending a territory, for example caribou herds [43]. Consequently, much effort has gone into examining
the mechanisms that cause the formation of home ranges in the absence of conspecific
avoidance processes (e.g. see Grimm & Railsback [44] for various IBM approaches to this). Although we
focus here on models that incorporate territorial interactions, it is worth giving a
brief overview of other home range models as they are often closely related. Detailed
reviews can be found elsewhere [22,24].Models of home range emergence in the absence of territorial interactions typically
involve fidelity to a particular place or places. To generate this fidelity, models
often assume that there is an underlying memory process [45]. As animals move, they will remember where they have
gone in the recent past and modify their future movements accordingly. These
modifications may cause biases towards sites that they have recently visited [23], towards patches of particularly
abundant resources that they recall visiting [46], or away from places where predators have been
recently encountered [46].Once this exploratory phase is over and the home range established, the animal's
movement mechanisms may simply be described as a bias towards desirable sites. This idea
naturally leads to the use of site fidelity models as good way to estimate home ranges
from data, the so-called movement kernel density estimator (MKDE) [47]. By explicitly incorporating movement processes,
such as Brownian bridges [9], these
models can give better estimation of home range distributions than traditional methods
such as (ordinary) kernel density estimation [8] or minimum convex polygons [6]. It remains an interesting open question as to whether MKDE can be
improved further by the inclusion of territorial interactions.
‘Non-mechanistic’ territory models
Over a decade ago, Adams [48] made a
thorough review of territorial models, including mechanistic models. However, the term
‘mechanistic’ was used in a much broader sense than in this paper, and
included ‘geometric models’ of territory borders, whereby the territory is
assumed to exist a priori, but its size and shape are affected by the
behaviour of its inhabitants. For example, Adams [49] describes a model of fire ants (Solenopsis
invicta), where the pressure on a territory border increases with biomass
and decreases with the square of the distance to the nest site. This is used to predict
the relative sizes and shapes of neighbouring territories. However, the reasons behind
the choice of these particular determinants of territory pressure are purely
descriptive, and not derived from underlying processes. Models of the ants'
movements and interactions such as reviewed in this paper could potentially help
parametrize this model in a more mechanistic, and less speculative, way.Adams [48] also reviews
game-theoretic cost–benefit models and models of territory establishment. While
the former have since been integrated into the mechanistic framework [42], the latter have yet to be
understood from detailed descriptions of individual movements and interactions. The
phenomenon of dispersal and re-establishment, often by adolescent animals, is very
important for understanding population dynamics, disease spread and range expansion.
Models that have been so far proposed in this regard tend to be based around the work of
Fretwell & Lucas [50] which
posits that an animal will establish a territory wheresoever its fitness is maximized,
often using an economic cost–benefit framework [51]. Although some models have considered the costs of
movement and interactions, e.g. Stamps & Krishnan [52], and more recent studies have modelled movement on a
course scale of approximately 10 time steps per lifetime [53], to the best of our knowledge, none explicitly model
the fine-scale movement and interactions that take place during territory establishment.
Incorporating these ideas may give a more accurate understanding of the territorial
dynamics that occur during dispersal and re-establishment.
Unsolved problems and future directions
Although mechanistic models have been successfully used to test hypotheses about the
processes that cause territorial patterns to form, e.g. [13,14], the approach is typically based around testing which model fits the data
best out of a set of hypothesized models, without seeking to understand how close the
best model is to empirical reality. This is a major shortcoming for two reasons. First,
though the best model may be significantly better than the others, this does not mean
that it is sufficient to describe the data with enough accuracy to make accurate
predictions about possible future scenarios. Second, without a quantitative measurement
of closeness of a model to the data, it is not possible to tell when the model is
complex enough to have identified all the key processes underlying territory formation.
If mechanistic models are going to help turn ecology into a truly predictive science,
then there is a pressing need to fill this gap.Another challenge is to understand better how and when the IBM and
advection–diffusion approaches differ, and when each should be applied.
Typically, mean-field partial differential equation (PDE) approaches work well when
there are large numbers of individuals. In other circumstances, as is often the case
with territorial animals where a single individual or pack is defending the territory,
it makes sense to check results of PDE studies against the underlying IBM to ensure that
the predictions are accurate.The main advantage of the PDE approach is that it gives analytic formulae that obviate
the need for excessive simulation analysis. Thus, as long as the results are similar to
the underlying IBM, such analysis is very convenient. While there exist accurate
analytic approximations to the IBM territory models proposed so far, they do not
explicitly incorporate the territorial interaction parameter,
TAS [18,33,34]. To remedy this, it is necessary
either to create an analytic model that links the border movement to the interaction
process, a programme that was initiated in [35], or to construct more accurate deterministic approximations than
traditional mean-field methods allow. One possible avenue in the latter direction might
be to use van Kampen's methods [54], which have successfully been used to find analytic reasons for
disparities between mean-field and IBM approaches in biological systems [31].All mechanistic models so far have been based around what might be called
‘stigmergent’ interactions [26]. That is, interactions that are mediated by modification of the
environment. A classic example is scent or pheromone deposition. One animal deposits
scent, adding to the environmental cues at that point. Sometime later, another animal
responds to this cue by altering its behaviour. Other stigmergent processes include
visual cues or vocal cues. The latter do not persist in the environment per
se but rather exist in other animals' cognitive maps of the
environment, who hear the cue and may respond several days later to the memory of it by
avoiding the area from whence it came [55].While most applications of mechanistic territory models so far have been regarding
scent-marking mammals, it is straightforward to translate the ideas to other stigmergent
processes, as evidenced by the use of this concept to model vocal cues in birds [20]. However, it is not so obvious how
one might construct mechanistic models that incorporate direct interactions such as
fighting and ritual displays, as observed in a variety of species [56]. In some bird populations, for example, neighbours
may actively move every so often to a specific place on the territory border, whereupon
they challenge the neighbouring flock to a territorial battle, which often consists of
an aggressive display rather than actual physical contact. The outcome of such a battle
may determine whether or not one of the flocks is able to advance its boundary and
increase its territory [55]. Such
complex behaviour is perhaps tricky to model and analyse from a mechanistic perspective,
but is a necessary aspect to examine in order to understand fully how territories form
and change.We end by reiterating the idea that home range formation appears to be largely governed
by one or both of two factors: territorial interactions and a cognitive map of the
environment [57]. The latter may
include various aspects of knowledge, such as those about resource availability,
predation probability or other environmental covariates. One of the most important
challenges for the future will be integrating these two important aspects of spatial
localization to form an accurate, predictive theory of how space-use patterns emerge
from the detailed, varied and complicated behaviours of interacting animals.
Authors: William F Fagan; Mark A Lewis; Marie Auger-Méthé; Tal Avgar; Simon Benhamou; Greg Breed; Lara LaDage; Ulrike E Schlägel; Wen-wu Tang; Yannis P Papastamatiou; James Forester; Thomas Mueller Journal: Ecol Lett Date: 2013-08-16 Impact factor: 9.492
Authors: Jonathan R Potts; Guillaume Bastille-Rousseau; Dennis L Murray; James A Schaefer; Mark A Lewis Journal: Methods Ecol Evol Date: 2014-01-17 Impact factor: 7.781
Authors: Hannah J Williams; Lucy A Taylor; Simon Benhamou; Allert I Bijleveld; Thomas A Clay; Sophie de Grissac; Urška Demšar; Holly M English; Novella Franconi; Agustina Gómez-Laich; Rachael C Griffiths; William P Kay; Juan Manuel Morales; Jonathan R Potts; Katharine F Rogerson; Christian Rutz; Anouk Spelt; Alice M Trevail; Rory P Wilson; Luca Börger Journal: J Anim Ecol Date: 2019-10-01 Impact factor: 5.091
Authors: Sarah N Sells; Michael S Mitchell; David E Ausband; Angela D Luis; Douglas J Emlen; Kevin M Podruzny; Justin A Gude Journal: Proc Biol Sci Date: 2022-01-12 Impact factor: 5.349
Authors: Sarah N Sells; Michael S Mitchell; Kevin M Podruzny; Justin A Gude; Allison C Keever; Diane K Boyd; Ty D Smucker; Abigail A Nelson; Tyler W Parks; Nathan J Lance; Michael S Ross; Robert M Inman Journal: Proc Biol Sci Date: 2021-03-03 Impact factor: 5.349