2 Analytical, methodological, and spatial variability in BiOLOG™ substrate utilization profiles of soil microbial communities “Many microbiologists feel the metabolic types and activities of bacteria are of much greater significance than their taxonomic affiliation.” ❇❇❇ O. Meyer 1994 Balser, T.C. 2000. Linking Soil Microbial Communities and Ecosystem Functioning. Doctoral Dissertation, University of California, Berkeley. Summary In this chapter I present results from three studies designed to assess the analytical, methodological and spatial variability of the BiOLOG™ assay of community substrate utilization. I found that condensing the 95-variate observations from the assay to a single dimension using diversity indices or guilds results in a loss of sensitivity in data analysis. I found that the majority of the methodological variability in the assay comes from soil replicates rather than plate replicates: incubating replicate plates of a single soil sample can waste time and resources. Also, microbial communities that are adhered to soil particles differ in biomass and carbon utilization profile from those that are aqueous. Finally, I found that BiOLOG community profiles have a spatial dependence that varies in scale across three ecosystems. I use this information to design an optimal ecosystem sampling scheme. Introduction The composition and function of microbial communities in soil are intrinsically linked to ecosystem properties such nutrient cycling and carbon storage. Because of the importance of microbial community parameters, scientists have developed a number of methods to describe and quantify properties of soil communities such as biomass, nitrogen content, activity, and measures of functional, taxonomic and genetic diversity (Zak et al. 1994; Tiedje et al. 1999). The BiOLOG™ assay is a recently developed technique for characterizing communities, based on a pattern of substrate utilization in 96-well microtiter plate. It is inexpensive, fast, reliable, easy to use and can provide insight into the physiological ecology of the soil microbial community (Haack et al. 1995; Garland 1996; this volume, Chapter 5). -5- CHAPTER 2: METHODOLOGICAL EXPLORATIONS Because of its potential value as a microbial community functional assay and its ease of use, the BiOLOG assay has become widely used in recent years (Konopka et al. 1998; Insam and Rangger 1997). However, BiOLOG-based studies have not always carefully evaluated the variability associated with the assay. For example, is it better to use replicate soil samples, or replicate plates? What is the best way to analyze 95-variate data? The result has been a profusion and confusion of methodologies. The lack of standardization makes it hard to compare results across studies. Adding to the confusion is the fact that BiOLOG results must be interpreted very carefully. It is uncertain what the results of a controlled lab assay biased toward a small fraction of the community mean for soil communities in situ. My work is a step towards gaining a clear understanding of the analytical and methodological variability of the assay being used. In this chapter I present the results from several methodological explorations I performed with the BiOLOG assay from 1993 to 1997. There are three parts to the chapter: 1) Analytical variability: dealing with 95-variate observations; 2) Exploration of methodological variability and optimal sampling; and 3) Spatial heterogeneity and ecosystem sampling. 1. Analytical variability: dealing with 95-variate observations It is an inescapable fact most microbial community assays generate multivariate observations. To understand and interpret the results of these assays we need to reduce the dimensionality of the data. There have been three main ways researchers have approached this with BiOLOG data: principal components analysis, reduction of the 95 variate data to 5 substrate guilds, and calculation of diversity indices. Principal components analysis. Principal components analysis (PCA) is a mathematical technique that allows multivariate data to be characterized by a smaller number of variables. With PCA, the original component axes are transformed into an orthogonal (uncorrelated) set of 'principal' axes. The 'first principal component' (PC1) is the linear combination of the original variables that best represents the spread observed in the data, and can be used as a summary of the multivariate observations. Univariate statistical procedures such as plots, correlations, t-tests, and analysis of variance techniques can then be applied to the principal component values to describe the various relationships under study (Selvin, 1995). Substrate guilds. Another technique employed to reduce the number of variables for analysis is to sum the absorbance from wells containing chemically similar substrates. The compounds on BiOLOG Gm- plates can be classified into 5 such substrate guilds, thus producing 5, rather than 95-variate observations. Principal components analysis is often thought to require more observations than variables, and thus a common complaint about using PCA on BiOLOG data is that there are rarely, if ever, more observations than variables. One suggestion has been to first reduce the number of variables by summation -6-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS into guilds, then perform PCA on the resulting 5-variate observations. In this study I compare the utility of PCA on guilds versus all 95 variables. Diversity indices. The third analytical method commonly applied reduces the 95 variables to a single number by calculating a weighted sum for activity in each well. The most commonly used index is the Shannon Biodiversity Index. This index represents an entire plate with one number. The index (H) is: 95 H = - Â pi (ln pi ) , where p is the absorbance data for a given well (Zak et al. 1994). i =1 Each of these three methods reduces 95-variate to univariate observations. In this section I use data from a nested analysis of variance study (described in detail below) to assess whether analytical detail is lost by summing the activity from individual wells in the latter two techniques, compared to PCA on all 95 variables. 2. Exploration of methodological variability and optimal sampling The BiOLOG assay has become popular as a method for characterizing soil microbial communities. It is simple and relatively quick and inexpensive to perform. The assay is based on the ability of microorganisms to readily utilize single carbon sources. This type of 'carbon source utilization profile' has traditionally been a common way to characterize the functional ability of bacterial isolates. However, whole soil presents several problems that we don't encounter with isolate work: (i) soil must be diluted to reduce the particulate load prior to plating. Dilution reduces the number of bacterial cells per milliliter of solution, and may result in uneven distribution of rare bacteria from well to well; (ii) bacteria are not evenly distributed within soil; they tend to be clumped, adhering to particles; and (iii) within a well, dominant bacteria may outgrow rare organisms, resulting in a biased community profile (Smalla et al. 1998). Each of these problems represents a source of methodological variability that will alter community fingerprints generated using BiOLOG plates, independent of real differences between communities. In this chapter I present the results from two experiments that addressed issues i-iii above. In the first experiment, I employed a hierarchical sampling scheme in order to quantify the impact of soil dilution and to design a sampling scheme that minimizes the impact of primary sources of variability in the BiOLOG method. I used a nested analysis of variance (Figure 1), beginning with a single composited sample from a grassland soil. Then I sub-sampled, made a dilution series and inoculated BiOLOG microtiter plates in triplicate. If there were no variability in the soil, I would get 27 identical BiOLOG plates. I used the ANOVA model described below (in Materials and Methods) to estimate the components of variance, identifying where the observed results deviate from the overall mean of the soil (the theoretical "identical" answer for all 27 plates, or the "true mean"). In this way I discovered whether -7-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS the deviation was caused by differences between initial soil sub-samples, or by differences between dilution series or between plates. I then used observed variances at each level of replication to design optimal sampling schemes for the assay. The results from the variability study can thus be used to determine how best to sample soil to minimize methodological variance and accurately detect ‘true’ differences between soils using the BiOLOG assay. The second experiment was designed to quantify the importance of very small scale spatial variability in the soil. I asked whether easily extractable bacteria differed functionally from those adhered to soil particles (problem ii above). I also assessed the importance of dominant bacteria biasing the community profile (problem iii above). Using the sequential extraction procedure diagrammed in Figure 2 to isolate easily extractable, intermediate, and adhered bacteria for analysis with the BiOLOG assay, I determined if degree of adhesion affected the BiOLOG profile for a community, and if certain parts of this ‘within-soil’ community tend to dominate BiOLOG results. 3. Spatial heterogeneity and ecosystem sampling In addition to variability within a soil sample, microbial communities also vary across a landscape (Paul and Clark 1996). Recent efforts in understanding the dynamics and structure of microbial communities have focused on quantifying such things as microbial taxonomic diversity, carbon utilization profiles, and microbial biomass. Equally important is understanding the spatial and temporal distribution of these parameters. There have been studies looking at the spatial variability of microbial biomass (Morris 1999; Smith et al. 1994; Winter and Beese 1995; Tessier et al. 1998), and nitrogen availability (Hook et al. 1991; Jackson and Caldwell 1993). However, biomass and Navailability have little to do with microbial community composition. Because the degree of spatial dependence differs among soil parameters, we cannot assume that the dependence quantified for microbial biomass is the same for microbial community composition (Trangmar et al. 1985; Smith et al. 1994). Thus assessing spatial patterns of additional microbial community parameters may provide new and potentially useful information for soil studies. In the final section of this chapter I report the results from a study to determine the spatial heterogeneity of microbial community BiOLOG profiles in three ecosystems. I asked: what is the scale of spatial dependence of BiOLOG profiles? How many samples do we need to characterize the system, and at what scale should samples be taken? I addressed these questions by analyzing the variability in BiOLOG profiles of soil bacterial communities in three ecosystems (grassland, mixed conifer, and subalpine conifer), along transects at two scales: 100 m and 1 m. I employed semivariogram analysis at both scales to determine spatial patterning in each system. To calculate the smallest number of samples necessary to adequately represent each ecosystem, I used the variability of samples at the 100 m scale. -8-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS Materials and Methods Field sites The studies were conducted at three sites along a climosequence of soils spanning a range of elevations in the western slope of the Sierra Nevada National Forest. The soils along the sequence are similar to each other in soil forming properties such as parent material, soil age, and topography (relief, slope, sun angle) but experience a different annual climate. Figure 1 in Chapter 4 shows the location of the climosequence, first described by Hans Jenny et al. (1949). Temperature and precipitation data and other soil properties are summarized in Table 1. Table 1. Summary of climate and soil properties at study sites Soil Series Fallbrook Musick Chiquito (annual grassland) (mixed conifer) (Subalpine conifer) Elevation (m)a 470 1240 2890 MAT (°C) 17.8 a 8.9 b 3.9 a a MAP (cm) 31 ~95 127 soil properties (~0-18 cm) B.D. (gcm-3)d 1.4 0.98 1.0 pHc 5.48 5.27 ~4.75b %C 1.01c 5.73 c 3.08a %N a 0.10 0.22 . C:N 9.84 25.82 . %clay 10 a 15-22 a,b 4-6 a,b WHC (gg-1)c 0.200 0.378 0.243 Microbial Biomassc 0.597 0.292 . (nMol gsoil–1) Fungal:Bacterialc 1.98 3.09 . a From Trumbore et al. 1996 b From Dahlgren et al. 1997 c Soil properties measured by Balser: pH was measured in 1:2 soil:0.1M CaCl2 after a 30 minute equilibration period; %C and N were measured using a Carlo-Erba analyzer; water holding capacity (WHC) was measured gravimetrically; and microbial biomass was quantified from PLFA analysis as described in Chapter 3. d Wang and Amundson, unpublished data The lowest elevation ecosystem is classified as a blue oak annual grassland savanna, composed primarily of a Quercus douglasii overstory (~60% cover), and an annual grassland understory (Trumbore et al. 1996). The most abundant species in the open grassland areas are Bromus molli, Hordeum hystrix, and Avena barbata (Balser, unpublished data). The climate is Mediterranean, with rainfall concentrated from November to February. In the California annual grassland, soil maximum daily temperatures often exceed 45° C during the summer, and are usually below 10° C during the winter (Huenneke and Mooney 1989). The soil is from the Fallbrook soil series, of the subgroup Mollic Haploxeralfs, and is formed on weathered granodiorite material (Trumbore et al. 1996). A surface organic horizon overlying the mineral soil persists throughout the year, ranging in depth form 1-2 cm. In the California annual grassland, most plant roots and microbial biomass occur in the upper 10 cm of the mineral soil (Huenneke and Mooney 1989; Jackson et al. 1987). -9-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS The mid-elevation forested site is located within the Sierra Nevada National Forest near Shaver Lake, CA. The forest is a mature mixed-conifer stand comprised of: incense cedar (Calocedrus decurrens), ponderosa pine (Pinus ponderosa), Manzanita (Chamaebatia foliolosa), and California black oak (Quercus kelloggii) (Dahlgren et al. 1997). There is a well developed organic horizon, approximately 22 cm in depth (Dahlgren et al. 1997). The climate is Mediterranean, with sporadic snowfall between October and March. The soil is the Musick soil series, of the subgroup Ultic Haploxeralfs, and is also formed from weathered granodioritic parent material (Dahlgren et al. 1997). The highest elevation site is sparsely forested subalpine mixed-conifer, near the top of Kaiser Pass above Huntington Lake in the Sierra Nevada National Forest. The forest consists of dominant canopy trees of Lodgepole and Western White Pine (Pinus contortata murrayana and Pinus monticola), and Sierra Juniper (Juniperus occidentalis) (Trumbore et al. 1996). The sparse understory is dominated by Lupinus species. The soil is the Chiquito series of the subgroup Entic Cryoumbrepts, formed over weathered granodiorite (Dahlgren et al. 1997). Sampling and Laboratory Methods Analytical and methodological variability (Questions 1 and 2) A. Nested ANOVA experiment To assess the analytical and methodological variability in the BiOLOG method, I used a nested analysis of variance design with replication at the level of the soil, dilution series, and plate. I used the Fallbrook series California annual grassland soil described above. I homogenized the soil by thorough mixing, removing coarse roots and fragments. From an approximately 500 g soil sample, I took 5 g subsamples, then replicated the dilution series and plates for each subsample. This resulted in 27 replicates of a single soil sample (Figure 1). Inoculation of BiOLOG plates. Each 5 g subsample was suspended in 50 ml of 50 µM phosphate buffer (pH 7.1). This initial 1:10 dilution was shaken vigorously for 30 minutes on a reciprocal shaker. I used 2 ml aliquots of the initial dilution to create replicate dilution series from each initial 1:10 sample. I plated each 10-3 dilution into triplicate BiOLOG plates, adding 150 µL per well and then measured the absorbance of each well, using a 570 nm filter, every 12 hours. The 10-3 dilution had approximately 1.5x106 cells/ml (by acridine orange direct counts). A higher dilution would contain too few cells, and a lower dilution would contain too many particles. The final experimental design was random, balanced, and nested by soil subsample, dilution series and plate. Each level had three replicates, for a total of 27 plates (Figure 1). During incubation, one branch of the design (subsample A, dilution series b, all 3 plates) failed to develop. As a result, the final statistical analysis is for a random, nested, unbalanced design. I subtracted color development in the control well (due to utilization of background dissolved organic carbon) from absorbance readings in all other wells. Negative values were set to zero. I chose a time point to analyze for each plate based on its average well color development (AWCD) (as per Garland 1996). Time points chosen had AWCD values between 0.75-1.0. Prior to statistical analysis, I normalized individual well absorbance by total plate color to account for possible differences in inoculation density between samples. I used these processed data for factor analysis and other calculations to generate variables as described below. For analysis by substrate ‘guilds’ I used the same groups as Zak et al. (1994) (Table 3, Chapter 3). Statistical tests Analytical variability. I performed 1) principal components analysis (PCA) on all 95 variables; 2) PCA on data that were first condensed to substrate guilds; and 3) calculated the Shannon Diversity Index to -10-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS examine the impact on results and interpretation of different ways of treating the data. I compared impact of data treatment on resolution using box and whisker plots. Methodological variability. Using PC1 as a summary variable in place of the 95-variate observations, I performed a nested analysis of variance for a random, unbalanced design. The statistical model for the BiOLOG profile per plate was: Yijk = m + SSi + Di j + eijk , where Y is the length of principal component 1 (PC1) for each observation (a univariate representation of the entire BiOLOG profile), µ is the overall sample mean, SSi is PC1 for each soil subsample, Dij is PC1 for each dilution series, and eijk is the random error due to PC1 from each replicate plate. The model for the variance ( s ) was: 2 s 2y = s S2S + s D2 + s 2 . I used the components of variance to estimate an optimal sampling design to 2 simultaneously minimize both sample replication and overall variance ( s y ). B. Sequential extraction experiment I separated subcommunities from within soil subsamples by sequential extraction with phosphate buffer followed by low speed centrifugation (Figure 2). Initially, I added phosphate buffer (pH 7.1) in a 10:1 ratio to triplicate soil subsamples (approximately 25 g oven dry equivalent). I shook the samples on a rotary shaker for 30 minutes at approximately 100 rpm. I sedimented the bulk of the soil particle phase with centrifugation (approximately 4,000 rpm for 10 minutes) and decanted the aqueous phase. This aqueous-extractable microbial community became the ‘aqueous’ or ‘planktonic’ community. Next I obtained an ‘intermediate’ community by repeating the above steps, with the addition of a surfactant during extraction to remove cells adhering weakly to soil surfaces (Bakken 1985). As diagrammed in Figure 2, I resuspended the pellet in phosphate buffer containing 0.1% of the surfactant Triton x-100 (Fisher Scientific). Finally, the cells remaining in the pellet that were not extracted became my ‘particulate’ or ‘adhered’ microbial community. Inoculation of BiOLOG™ plates. I used BiOLOG™ Gram-negative microtiter plates (BiOLOG, Inc.), as described above to assess the functional potential, or ‘fingerprint’ of each within-soil community. I ran three replicates of each community type, from each soil. All plates were incubated at 28° C, and read on a BiOLOG™ Microplate Reader approximately every 12 hours. The plates were considered ‘finished’ or fully developed when the average color development in the wells was between 0.75 and 1.0. In faster developing plates this occurred between 36 and 48 hours. Plates inoculated with less active communities took up to 100 hours to develop. I analyzed the raw BiOLOG data as described above. Acridine orange direct counts. I quantified the bacterial biomass present in each of the ‘within-soil’ grassland communities using epifluorescence microscopy. I made direct counts of the initial 1:10 dilution, as well as of the aqueous, intermediate and particulate preparations using acridine orange stain. Filters were stained for five minutes each, and were mounted on glass slides with paraffin oil under cover slips. I counted 48 fields per slide, and three slides per community sample. There were three soil replicates per community, for a total of nine slides counted per community. All materials were prepared using cell-free glassware and filtered distilled water. I counted several prepared blank slides and subtracted the results from the sample slide cell counts. Final estimates of the cell count per gram of soil were obtained by back-calculation from microscope fields to oven dry soil basis. -11-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS Statistical tests. I performed principal components analysis on the raw data set. I used one way ANOVA followed by Tukey’s HSD test, with community ‘type’ as the independent variable, and PC1 and PC2 as dependent. For all analyses I used JMPin statistical software (SAS Inc.). 3. Spatial heterogeneity and ecosystem sampling I addressed large scale variability within ecosystems by analyzing the variability in BiOLOG profiles of soil bacterial communities from all three sites along the climosequence. Within ecosystem types I analyzed semivariance/spatial dependence in soil and community parameters at two scales: 100 m and 1 m. In the summer of 1995, I sampled the 1-10 cm depth at 15 locations along a 110 m transect for each site. The following summer I sampled every 10 cm along a 1 m transect in the same ecosystems. In addition I measured soil temperature at 10 cm depth, and determined gravimetric water content for each sample. BiOLOG carbon utilization profiles were determined by plating the 10-3 dilution of soil from single 20 g subsamples at each point along the transect. Plates were inoculated and incubated as in section 2B. above. PCA analysis was performed on absorbance data (normalized for total plate development) from plates showing average well color development between 0.8-1.0. I used standard deviation of the mean of 15 samples from the 110 m transect to calculate the smallest number of samples necessary to adequately represent each ecosystem. I used the data at both 1 and 100 m scales to determine spatial patterning in each system, via semi-variogram calculations. Results and Discussion 1. Analytical variability in the BiOLOG assay: dealing with 95-variate observations To analyze data from the BiOLOG assay, the data must be condensed to fewer dimensions. I compared three different methods: principal components analysis (PCA) on all data, PCA after summing into guilds, and calculation of a diversity index. These three treatments allowed substantially different degrees of resolution between soils (Figure 3). In the guild analysis and diversity index data, detail appears to be lost by summing the activity in individual wells. PCA analysis, which utilizes all 95 data, gives the most resolution and information about the differences between the three soil samples analyzed (maximum separation of the boxes). Thus the use of substrate guilds followed by PCA, or diversity indices may result in different interpretations of BiOLOG data sets as compared to results obtained from PCA of all 95 variables. In subsequent analyses and studies, I use PCA on all variables to summarize multivariate data. In Chapter 3, I test the resolving power of PCA on all variables versus on guilds for an additional microbial community assay, phospholipid fatty acid analysis (PLFA). 2. Methodological variability and optimal sampling A. Nested ANOVA In addition to variability in data analysis, there is methodological variability. I quantified sources of this methodological variance with a nested ANOVA. As shown in Table 2, almost all of the variability in analysis of soil samples A-C could be accounted for at the level of the soil sub-sample. Replicate dilution series were reproducible and highly -12-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS homogeneous accounting for only 4.1% of the overall variability. Replicate plates from a given dilution series were also somewhat reproducible (17.9% of the total variance). Table 2. Nested analysis of variance results, using PC1 from all data as the summary variable. d.f. Mean Square F-statistic p % variance from given source Soil Subsample 2 4.899 56.25 <0.005 78% Dilution Series Plate 6 15 0.0871 0.0556 1.567 <0.25 4.10% 17.90% Source I used this information about soil variability to predict possible reductions in analytical variance due to replication and subsampling. The total variance estimate is given by: 2 s2plate s 2soil sdilution s = + + i ij ijk 2 where s2 is total variance, i, j and k are numbers of replicates at each level, and s2soil etc. are the individual components of variance. Using this equation it is possible to substitute different values for i, j, and k (different numbers of replicates at the different levels). In this experiment I had 3 replicates at each level (i, j and k each = 3; I call it a 3,3,3 sampling scheme). Setting i, j, and k each equal to 1, I can calculate a baseline estimate of variance for the minimum level of replication (the 1,1,1 sampling scheme). Two soil subsamples, with one dilution and one plate replicate would be a 2,1,1 scheme, and so on. Comparing the variance from a 1,1,1 scheme to that from schemes utilizing replication, I generated a figure showing the reduction in variance that can be obtained from replication at various levels in the assay (Figure 4). An additional way to decrease variance is to increase the initial size of the soil sample. In Figure 4, I show the effect of an increase in initial soil sample size, as well as the effect of replication. Relative to a 1,1,1 sampling scheme (one soil aliquot, one dilution series and one subsequent BiOLOG plate), replication at any level of the method reduces the variance, improving the sensitivity of the method by reducing methodological noise. Replication of the initial soil subsamples has the biggest impact on the method (Figure 4). Replication at any other level has little effect. This implies that there is little advantage in having more than 3 replicate BiOLOG plates; even 27 plates in a 3,3,3 sampling scheme only reduce the variance by an additional 6% beyond the reduction due to 3 soil subsamples. -13-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS The results of this study are important, and not obvious. My results are in fact the opposite of those found for assays such as direct cell counts using epifluorescence microscopy (Jones and Simon 1975; Montagna 1982). In a nested analysis of variance experiment, Montagna (1982) found that the majority of the variability in direct counts lies at the level of replicate slides. Thus it is necessary to run many replicate slides in order to accurately represent a soil sample. Following this model, most researchers working with the BiOLOG assay incubate replicate plates from a single soil sample, often using as little as 1 g mineral soil. However, there are fundamental differences in the BiOLOG method and other community methods: in contrast to direct counting, BiOLOG is highly homogeneous after the initial steps (subsampling). Simple tests of methodological variability allow us to increase our ability to accurately represent the soil microbial community, and possibly save time and money by eliminating unnecessary replication. B. Sequential extraction In this experiment I measured the BiOLOG profiles of aqueous and adhered microbial communities. I used principal components analysis on the raw data set to summarize the BiOLOG data and to visualize general differences in substrate utilization among aqueous, intermediate, particulate, and intact soil communities (Figure 5). The separation of the soil communities along the PC1 axis was significant by analysis of variance with PC1 as the dependent variable, and community type as independent (ANOVA, a=0.05). ‘Intact’ and ‘particulate’ communities were similar, and differed from aqueous and intermediate communities (Tukey’s HSD test). This indicates two things: 1) the communities within soil differ functionally on the microscale; and 2) the particulate community dominates and may ‘mask’ the profile from the aqueous community. Stotsky (1986) discusses the soil as the ‘most complex of habitats’. The aqueous community, or those organisms that are ‘planktonic’ in the soil are likely to experience different conditions than those that adhere to soil particles (Stotsky 1986). The results from this experiment support this; the aqueous community had a different carbon utilization profile than the particulate or adhered community. In a study similar to this one, Kreitz and Anderson (1997) also found that BiOLOG was able to distinguish between ‘extractable’ and ‘non-extractable’ soil communities in acid and neutral European soils. In addition to differences in patterns of substrate utilization, there were also differences in the number of cells found in each of the extractable communities (Table 3). The particulate accounted for the majority of the cells, followed by the intermediate and aqueous communities. -14-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS Table 3. Cell counts in temperate grassland withinsoil communities Community type Intact Particulate Intermediate Aqueous cells/g soil 1.11E+08 1.08E+08 9.60E+05 6.63E+05 s.e. 2.28E+07 1.04E+07 5.70E+04 5.64E+04 The difference in cell counts between aqueous and particulate communities is not unexpected. It has long been recognized that the majority of cells in the soil are attached to surfaces, and are not easily removed from the soil (Stotsky 1986). Using BiOLOG in this way allowed an alternative picture of the microbial community, one that would be obscured by running only intact soil. The combined profiles from aqueous and particulate communities may give a more ‘complete’ picture of the soil microbial community. This has important implications for utilization of the BiOLOG assay. Many research groups currently using the BiOLOG assay allow the soil in their dilutions to settle prior to plating BiOLOG plates (e.g. Knight et al. 1997; Staddon et al. 1997; 1998; Wünsche et al. 1995). The results from this experiment indicate that the aqueous community thus obtained can differ substantially in carbon utilization from the adhered community that settles out. 3. Spatial variability and ecosystem sampling I assessed large scale variability in community BiOLOG patterns using a study of the scale of spatial dependence in three ecosystems. Independent of scale (all samples averaged across 110 m transect), the BiOLOG profile from the three systems differed: an ordinate plot from principal components analysis of the soil communities from the southern Sierra transect shows significant differences among the communities from the three sites (Figure 6). Clearly the BiOLOG method has the sensitivity to distinguish among geographically separated soil microbial communities. This has been seen in many studies using the BiOLOG assay (Palojärvi et al. 1997; Winding 1994; Goodfriend 1998; Zak et al. 1994). Table 4. Geostatistics: semivariogram parameters with PC1 on all data as the summary variable. PC1 Mean±standard deviation 100 m 1m Range (scale of maximum variance) 100 m 1m R2 100 m 1m Grassland 2.57±0.58 3.38±1.2 n.s. 0.37 m 0.968 Mixed Conifer 1.63±0.84 1.5±0.83 n.s. 0.62 m 0.761 Subalpine Conifer 2.24±0.86 1.89±1.1 7.96 m n.s. -15-- 0.958 CHAPTER 2: METHODOLOGICAL EXPLORATIONS When I applied semivariogram analysis using the first principal component from the BiOLOG profile (shown in part 1 of this chapter to be the best summary variable for BiOLOG data) to the two transects in each ecosystem (1 m and 110 m), I found that the scale of spatial dependence of BiOLOG data varied from ecosystem to ecosystem (Table 4). The grassland displayed maximum variability on a scale less than 1m, as did the mixed conifer site. The subalpine conifer site had maximum variability on a scale of 8 m. The scale of spatial dependence appears to increase as the dominant vegetation at a site increases in size or separation. Thus in the grassland, the scale is 0.37 m, in the mixed conifer site where there is a closed canopy, and the understory vegetation is dense, the range is 0.67 m, and in the subalpine conifer forest where there is little to no understory, and the trees are on the order of 10 m apart, the range is 7.96 m (Table 4). Other factors such as total cell counts (with acridine orange), soil temperature, and soil water content do not explain the semivariogram results (Balser, unpublished data). This implies that the variability of BiOLOG profiles in these three ecosystems is determined by the distribution of dominant and understory vegetation. This is often the case with soil biological characteristics: for example, Morris (1999) found that the spatial variability of fungal and bacterial biomass in southern Ohio is related to the pattern of litter distribution around red oak trees. Likewise, Smith et al. (1994) showed that microbial biomass, and carbon mineralization have a spatial dependence on the order of 0.5-1 m in a shrubsteppe ecosystem; biomass and activity were related to the influence of individual sagebrush plants. My study shows that microbial activity measured by BiOLOG assay appears to have spatial dependence similar to the results reported by Smith et al. (1994). Lastly, I used the samples from the 110 m transect as 15 ecosystem replicates to provide information about the overall variability of BiOLOG profiles in the ecosystem in order to determine an optimal sampling scheme for each ecosystem: what number of samples, and at what scale they must be taken, to adequately characterize an ecosystem? After having chosen a level of resolution between means (desired detectable difference), I calculated the number of samples required to be confident that two samples are truly different using Ê t * Sx ˆ ˜ n = Á a ,n Ë x - m0 ¯ 2 where ‘t’ is the critical value from the students ‘t’ distribution (a significance level, and v degrees of freedom), the denominator is the desired detectable difference between means, and Sx is the standard deviation about the mean. Using this standard statistical calculation, I determined the number of samples required to detect differences between mean PC1 values from BiOLOG data (Figure 7). Figure 7 shows that as the desired difference between means gets smaller and smaller (approaches zero, x-axis), more samples must be taken. The variability in the ecosystem determines how many samples are necessary: a highly variable ecosystem will require a very large sample size. In this study, the mixed conifer site appears to have the highest -16-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS overall variability, with its curve in Figure 7 beginning to rise sooner than those of grassland or subalpine conifer. However, all three ecosystems show a similar trend: 10 samples from the ecosystem will allow reliable detection of differences between means of 15-25%. For each sample taken beyond 10, the increase in ability to detect differences between means increases only slightly. In Figure 8, I plot the decreasing returns in terms of sensitivity gained for each added sample. Again, all three ecosystems behave similarly. Beyond a sample size of 6 or 7, each additional sample taken from the ecosystem increases the ability to detect differences between means by a very small percentage. Thus it could be considered poor use of time and resources to increase the number of samples taken from these ecosystems beyond 6 or 7. Coupled with the information about the scale of spatial dependence, I conclude that an optimal sampling scheme would be 5-7 samples per ecosystem taken at least a meter apart in the grassland and mixed conifer sites, and 8 m apart in the subalpine site. My results are in accordance with a study by Johnson et al. (1990), that used bootstrap techniques to estimate ecosystem variability: those authors show a substantial decrease in information gained for sample numbers larger than 10. Conclusions 1. Analytical variability: how to deal with 95-variate observations. Of the three most common methods for reducing 95-variate- to univariate-observations (PCA on all data, PCA on guilds, diversity indices), detail is lost by summing the activity from individual wells into guilds, or by calculating a diversity index. The first principal component obtained from the PCA of all 95 variables retains maximal useful information within a single variable. 2. Methodological variability in the BiOLOG assay A. Nested ANOVA. In order to streamline a method, a simple nested analysis of variance can provide information about methodological variability. In this case, the BiOLOG assay is the most variable at the level of the soil subsample. Variance can be reduced dramatically by increasing the number of subsamples, incubating one plate per sample, or it can be reduced similarly by increasing the size of the initial subsample. It is an inefficient use of time and money to replicate this assay at the level of plates or dilution series. B. Sequential extraction. The BiOLOG profile differed for the planktonic and adhered microbial communities in the grassland soil. The adhered community was the closest in profile to the intact soil, and accounted for the largest biomass. The aqueous community profile in intact soil is ‘masked’ by the adhered community profile. Thus studies that allow soil to settle prior to plating on BiOLOG plates may not be accurately representing the soil community. -17-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS 3. Large scale spatial heterogeneity of BiOLOG profiles: ecosystem sampling The scale of spatial dependence of BiOLOG data varied from ecosystem to ecosystem. As might be expected, the number of samples required to accurately detect differences between sample means (at p<0.05) increases markedly as the desired detectable difference between means decreases (Figure 7). While the mixed conifer site appeared to be the most variable, the optimal sampling strategy was similar for all three ecosystems (Figure 8). -18-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS Figure 1. A) Experimental design for analytical variance study. For replicate A-b all plates failed to develop, resulting in an unbalanced ANOVA. -19-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS 1. Initial Extraction ∑ 20 g soil (removed fine roots/debris, at field wetness) ∑ +200 ml P-buffer (pH 7.1) ∑ 0.5 h shaking ∑ Low-speed centrifugation, 10 min, decant Soil Fraction (Sediment) Supernatent (Aqueous community) ∑ Count cells ∑ Inoculate BiOLOG plates 2. Extraction #2 ∑ ∑ ∑ Resuspend sediment in 200 ml P-buffer containing surfactant (Triton X) Shake vigorously 0.5 h Low speed centrifuge, decant Supernatent (Intermediate community) Soil Fraction (Particulate community) ∑ Count cells ∑ Resuspend particulate community in ∑ Count cells ∑ Inoculate BiOLOG plates physiological saline to 10-1 ∑ Dilute to 10-3 ∑ Inoculate BiOLOG plates Figure 2. Schematic diagram for extraction procedure used in this study. -20-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS 7.28 Mean of PC1 A. -5.42 A B C 3.16 Mean of PC1 (5 guilds) B. -2.44 A C. B C Shannon Index 4.92 4.21 A B C Figure 3. Dealing with 95-variate data: box and whisker plots of three data condensations. A) Results from 95-variate PCA. B) Summation to guilds followed by 6-variate PCA. C) Diversity. A,B,C are tablespoons of Fallbrook soil. -21-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS %decrease in variance relative to no replication 0 -25 Soil replicates Dilution replicates Replicate plates -50 Soil sample size -75 -100 0 5 10 15 20 25 30 35 40 45 50 replicates at each level (n), or size of bulked sample (#g/5) Figure 4. Decrease in variance associated with replication and subsample size for BiOLOG assay. All curves show the decrease in methodological variance that occurs with replication, relative to a single replicate of a 5 g sample. Replication of dilutions or plates (upper two lines) decreases the variance very little, whereas increasing initial subsample size, or replicating at the soil level decrease the variance markedly (lower two lines). -22-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS 2 PC2 PC2 (16%) 1.5 Particulate 1 Intact 0.5 Aqueous Intermediate 0 -0.5 -4 -3.5 -3 -2.5 -2 -1.5 PC1PC1 (19%) -1 -0.5 0 Figure 5. Ordinate plot from PCA on BiOLOG data from temperate grassland, showing the profile from intact soil compared to that from the ‘particulate’, ‘intermediate’ and ‘aqueous’ microbial communities in the soil. ANOVA with PC1 as the dependent variable and community type as independent has an R2 = 0.413 (p<0.025). The community types do not separate out significantly along PC2 by community type. -23-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS 3 2.5 PC2 PC2 PC2 2 Subalpine forest 1.5 Mid-elevation mixed conifer 1 Grassland 0.5 0 -10 -8 -6 -4 -2 0 PC1 Figure 6. Large scale spatial variability in BiOLOG community profiles. Ordinate plots of PC1 and PC2. -24-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS 100 90 Grassland Samplesnecessary necessary (n)(n) samples 80 Mixed Conifer 70 Subalpine Conifer 60 50 40 30 20 10 0 70 60 50 40 30 20 10 difference between means as a % of observed means Figure 7. Increase in the number of samples necessary to take in order to detect smaller and smaller differences between sample means. Once the desired sensitivity (detectable difference) between the two means decreases below 20% of the mean value, the number of samples necessary to detect the difference increases dramatically. -25-- 0 CHAPTER 2: METHODOLOGICAL EXPLORATIONS Change in sensitivity due to addition of 1 sample Change in sensitivity due to adding 1 sample (%) 35 Grassland 30 Mixed Conifer 25 Subalpine Conifer 20 15 10 5 0 0 5 10 15 20 25 30 35 number of samples Figure 8. Diminishing return for increasing number of samples. The ability to detect a difference between two sample means decreases as the number of samples increases: there is a diminishing return for dollars and time invested in sampling. For all three ecosystems, the return decreases substantially after 5 samples, and becomes insignificant after 10. -26-- 40 CHAPTER 2: METHODOLOGICAL EXPLORATIONS References Bakken, L., 1985. Separation and purification of bacteria from soil. Applied and Environmental Microbiology, 49(6):1482-1487. Dahlgren, R. A., J. L. Boettinger, G. L. Huntington and R. G. Amundson, 1997. Soil development along an elevational transect in the western Sierra Neveda, California. Geoderma, 78:207-236. Garland, J. L., 1996. Patterns of potential C source utilization by rhizosphere communities. Soil Biology and Biochemistry, 28(2):223-230. Goodfriend, W. L., 1998. Microbial community patterns of potential substrate utilization: a comparison of salt marsh, sand dune, and seawater-irrigated agronomic systems. Soil Biology and Biochemistry, 30(8-9):1169-1176. Hook, P., I. Burke and W. Lauenroth, 1991. Heterogeneity of soil and plant N and C associated with individual plants and openings in North American shortgrass steppe. Plant and Soil 138:247-256. Huenneke, L. and H. Mooney, 1989. Grassland Structure and Function: California Annual Grassland. In Kluwer Academic Publishers; Insam, H., K. Amor, M. Renner and C. Crepaz, 1996. Changes in functional abilities of the microbial community during composting of manure. Microbial Ecology, 31:77-87. Jackson, L. E., J. P. Schimel and M. K. Firestone, 1989. Short-term partitioning of ammonium and nitrate between plants and microbes in an annual grassland. Soil Biology and Biochemistry, 21(3):409-415. Jackson, R. B. and M. M. Caldwell, 1993. Geostatistical patterns of soil heterogeneity around individual perennial plants. Journal of Ecology, 81:683-692. Jenny, H., S. P. Gessel and F. T. Bingham, 1949. Comparative study of decomposition rates of organic matter in temperate and tropical regions. Soil Science, 68:419-432. Johnson, C. E., A. H. Johnson and T. G. Huntington, 1990. Sample size requirements for the determination of changes in soil nutrient pools. Soil Science, 150(3):637-644. Jones, J. G. and B. M. Simon, 1975. An investigation of errors in direct counts of aquatic bacteria by epifluorescence microscopy, with reference to a new method for dyeing membrane filters. Journal of Applied Bacteriology, 39:317-329. Knight, B. P., S. P. McGrath and A. M. Chaudri, 1997. Biomass carbon measurements and substrate utilization patterns of microbial populations from soils amended with cadmium, copper, or zinc. Applied and Environmental Microbiology, 63(1):39-43. Konopka, A., L. Oliver and R. F. Turco, 1998. The use of carbon substrate utilization patterns in environmental and ecological microbiology. Microbial Ecology, 35:103-115. Kreitz, S. and T.-H. Anderson. 1997. Substrate utilization patterns of extractable and non-extractable bacterial fractions in neutral and acidic beech forest soils. In Microbial Communities: Functional Versus Structural Approaches H. Insam and A. Rangger, Eds. Springer: pp. 149-160 Montagna, P. A., 1982. Sampling design and enumeration statistics for bacteria extracted from marine sediments. Applied and Environmental Microbiology, 43(6):1366-1372. Morris, S. J., 1999. Spatial distribution of fungal and bacterial biomass in southern Ohio hardwood forest soils: fine-scale variability and microscale patterns. Soil Biology and Biochemistry, 31:1375-1386. Palojärvi, A., S. Sharma, A. Rangger, M. vonLützow and H. Insam. 1997. Comparison of Biolog and phospholipid fatty acid patterns to detect changes in microbial community. In Microbial Communities: Functional Versus Structural Approaches H. Insam and A. Rangger, Eds. Springer: pp. 37-48 -27-- CHAPTER 2: METHODOLOGICAL EXPLORATIONS Selvin, S. Practical Biostatistical Methods. Duxbury Press, 1995 Smalla, K., U. Watchendorf, H. Heuer, W.-T. Liu and L. Forney, 1998. Analysis of BiOLOG GN substrate ultilization patterns by microbial communities. Applied and Environmental Microbiology, 64(4):12201225. Smith, J. L., J. J. Halvorson and H. B. Jr, 1994. Spatial relationships of soil microbial biomass and C and N mineralization in a semi-arid shrub-steppe ecosystem. Soil Biology and Biochemistry, 26(9):11511159. Staddon, W. J., L. C. Duchesne and J. T. Trevors, 1997. Microbial diversity and community structure of postdisturbance forest soils as determined by sole-carbon-source utilization patterns. Microbial Ecology, 34:125-130. Staddon, W. J., L. C. Duchesne and J. T. Trevors, 1998. Impact of clear-cutting and prescribed burning on microbial diversity and community structure in a Jack pine (Pinus banksiana Lamb.) clear-cut using BiOLOG gram-negative microplates. World Journal of Microbiology and Technology, 14:119-123. Stotsky, G. 1986. Influence of soil mineral colloids on metabolic processes, growth, adhesion, and ecology of microbes and viruses. In Interactions of soil minerals with natural organics and microbes P. M. Huang and M. Schnitzer, Eds. Madison, WI: Soil Science Society of America: pp. 305-428 Tessier, L., E. G. Gregorich and E. Topp, 1998. Spatial variability of soil microbial biomass measured by the fumigation extraction method, and Kec as affected by depth and manure application. Soil Biology and Biochemistry, 30(10/11):1369-1377. Tiedje, J. M., S. Amsung-Brempong, K. Nusslein, T. L. Marsh and S. J. Flynn, 1999. Opening the black box of microbial diversity. Applied Soil Ecology, 13:109-122. Trangmar, B. B., R. S. Yost and G. Uehara. 1985. Application of geostatistics to spatial studies of soil properties. In Advances in Agronomy N. C. Brady, Eds. Academic Press: pp. 45-94 Trumbore, S. E., O. A. Chadwick and R. Amundson, 1996. Rapid exchange between soil carbon and atmospheric carbon dioxide driven by temperature change. Science, 272(19 April):393-396. Winding, A. 1994. Fingerprinting bacterial soil communities using BiOLOG microtiter plates. In Beyond the Biomass K. Ritz, J. Dighton and K. E. Giller, Eds. British Society of Soil Science: pp. 85-94 Winter, K. and F. Beese, 1995. The spatial distribution of soil microbial biomass in a permanent row crop. Biology and Fertility of Soils, 19:322-326. Wünsche, L., L. Brüggemann and W. Babel, 1995. Determination of substrate utilization patterns of soil microbial communities: an approach to assess population changes after hydrocarbon pollution. FEMS Microbiology Ecology, 17:295-306. Zak, J. C., M. R. Willig, D. L. Moorehead and H. G. Wildman, 1994. Functional diversity of communities: a quantitative approach. Soil Biology and Biochemistry, 26(9):1101-1108. -28--