1. Introduction
All organisms require habitats to meet their various demands for food, safety, and reproduction. The amounts, availability, and quality of those requirements determine likelihoods of age and stage-specific survival and reproduction, and thus the environmental context underlying the evolution and feedback of life history. Given the vagaries of time and place, populations can persist only if their members possess, at one or more times in their life cycle, the ability to move from the current location to another. It is not just habitat that serves as the template for life history evolution, but rather how adaptive habitat selection alters the mix of habitats occupied by individuals over their lifetime.
The degree of mixing habitats’ schedules of survival and reproduction depends on, and interacts with, population density and the frequencies and characteristics of resident and dispersing individuals. Life history thus emerges as a collection of evolutionary games (e.g., [
1,
2,
3]) played out through the density- and frequency-dependent choices and consequences of habitat selection. Understanding those consequences is relatively straightforward in many terrestrial vertebrates in which parents care for their offspring until the age of independence. Viable habitat options of dispersing animals in these taxa are likely to mimic those in which they are born and reproduce. But for many other organisms, including most fishes, habitat choices vary with ontogeny and life stage and represent a significant challenge in deciphering the separate and joint contributions of habitat to life history evolution [
4]. Cogent examples include divergent requirements associated with foraging, survival, and growth versus spawning and nursery habitat for young age and size classes [
5], trade offs between habitats offering safety versus food [
6], and the oftentimes extraordinary migrations associated with fish life cycles [
7]. A tantalizing and hopeful hypothesis is that the scales and magnitudes of such effects can be encapsulated in the interactions among life history, habitat, population dynamics, and habitat selection.
An interesting point of departure is the recurrent theme of a dominant role for density-dependent selection in the evolution of life history [
8,
9,
10]. More recent treatments merge density dependence with pace-of-life syndromes [
11,
12,
13] in numerous taxa including marine populations exploited by commercial fisheries [
14]. Fish stocks with high lifetime survival to older age classes (spawners per recruit, SPR
F=0) attained stable population sizes with bet-hedging strategies that traded off low annual reproduction in favor of longer iteroparous life spans; stocks with low adult survival comprised smaller fish species with high reproductive rates that typify fluctuating population densities [
14]. These and similar trade offs, such as the trade off between the size and number of offspring, as well as the survival costs of reproduction, account for much of the incredible variation observed in fish life history [
15]. The general argument is that intra-specific competition is lowest when populations are small; fitness is thus maximized by high intrinsic growth rates. In large populations, however, maximum population growth rates are traded off for traits that reduce intense competition on reproduction. Population size undoubtedly influences, and is influenced by, life history but its underlying mechanisms, their roles in the evolution of myriad fish life histories, and the consequences of habitat selection, remain mostly elusive.
We address these significant omissions in three ways. First, we derive a simple two-habitat model and analyze it with computer simulations. We demonstrate how evolutionary strategies of habitat selection can alter the dynamics of populations. The model has profound consequences for our interpretations of density-dependent evolution, but it lacks the underlying mechanics required for explicit predictions on life history. It is nevertheless clear that habitat selection can ameliorate the effects of each separate habitat’s age- and stage-dependent schedules of reproduction and survival. Second, we emphasize this point by merging ideal habitat selection with other simple models of trait evolution. An intriguing result is that strategies of habitat selection are likely to play a significant role in the evolution of phenotypic plasticity that emerge through bidirectional dispersal as populations wax and wane. Third, we include a few putative examples from the oftentimes overwhelming literature on fish life history and remind readers that habitat selection itself is also a crucial component of life history [
16].
3. A Note on Strategies
Habitat influences life history directly through varying time-dependent provisioning of individuals with food, safety, and breeding opportunities. Each aspect of a habitat’s quality can be expected to decline, usually in different ways, with population density. It is the variation in these forms of density dependence that leads to strategies such as pace-of-life.
Density-dependent habitat selection also acts indirectly. Its influences on density arise through individual choices, and so too does the density dependence of life history strategies. The resultant strategies can be pure such that each habitat possesses a unique strategy or mixed with different frequencies of strategies occurring in each habitat.
Habitat-selection’s influence on pure strategies is straightforward: variation in density is the template for each strategy’s density-dependent evolution. Habitat selection’s effect on mixed strategies is more complicated because the mixture can arise either among individuals, each of which has but a single strategy, or within individuals that alter their strategy according to changing conditions in time and space. The complication is reduced for mixed strategies at equilibrium: the fitness of any strategy is equal to all others. Natural selection operating on all strategies simultaneously maintains their equilibrium, but not necessarily their frequencies.
The various weightings of survival and fecundity that define an individual’s density-dependent life history strategy determine its fitness and thus, for ideal organisms, habitat choice. The interdependence can be reversed. An individual’s habitat-selection strategy determines its density-dependent life history. It is in this sense that habitat selection can itself be viewed as a life history strategy [
16].
Understanding the importance of habitat selection is arguably most valuable when life history research concentrates on one or a few characters influencing fitness. Measuring only one or a few relevant characters eliminates the lock-step connection between the observed life history trait and ideal habitat selection. Imagine, for example, that the density-dependent size and number of eggs that an individual produces are equivalent between two habitats, but density-independent survival is greater in one habitat than it is in the other. The life histories and contributions to fitness differ between the two habitats even though the strategy of egg number and egg size is constant. Ideal habitat selection equalizes the fitness differences between the two habitats (density is higher in the habitat with lower mortality). Both studies conclude that fitness is equalized between the two habitats, but it is only habitat selection that reveals, indirectly, the life history differences between them. We return to this point in
Section 7.
7. Habitat Selection and the Evolution of Life History
Habitat selection has far more effect on life history than just its indirect influences on population size. Direct effects emerge through the densities and movements of individuals between one habitat opportunity and others. A simple way to explore the effect is through fitness sets that map strategic surfaces onto their adaptive expectations (
Figure 3) [
36,
37].
To create two habitats’ fitness set, begin by plotting the distributions of the maximum fitness that individuals bearing all possible trait (or strategy) values can achieve in each habitat (e.g.,
Figure 3). Beginning with the lowest value, draw the fitness set by transcribing the fitness expected from individuals with that value onto a graph of fitness achieved in each habitat (e.g.,
Figure 4). The outer boundary of the fitness set corresponds to the highest achievable fitness that can be attained by individuals with a given trait (strategy) value in one habitat given its highest value in the other habitat.
We retain our assumption of discrete intervals for reproduction and dispersal and consider the case of a population inhabiting a coarse-grained two-habitat environment. The model gains traction in reality by considering individuals that either remain in their natal habitat or move to another. If the two habitats are dissimilar, then their combined fitness set will be concave away from the origin. If the two habitats are relatively similar, then their optimal life histories will lie close to one another in trait space and their fitness set will be concave toward the origin.
The life history that maximizes fitness lies on the fitness set’s outer surface tangent to the strategies’ adaptive function, the accounting of fitness that corresponds to the relative use of the two habitats (
Figure 4). Population dynamics are implicit in the calculation of adaptive functions and thus enable fitness set analyses to serve as a reliable and heuristic platform to explore general features and concepts of adaptive evolution in heterogeneous environments.
We can approximate the fitness accrued from a habitat as the number of future descendants arising there. In our example of two coarse-grained habitats, the adaptive function corresponds to their geometric mean fitness:
ref. [
36,
37] where
A is the hyperbola-like adaptive function,
w is the fitness in either habitat A or B, and
p and
q (
are the respective frequencies of individuals in habitats A and B, respectively. We note as an aside that if the environment is fine grained such that each individual uses habitat in proportion to its abundance, the adaptive function is a simple linear average,
[
36,
37].
Ideal habitat selection has three pervasive impacts on the fitness set solution. 1. It determines p and q (they fall along the habitat isodar). 2. It equalizes fitness. 3. By equalizing fitness, ideal habitat selection converts the adaptive function from its former hyperbolic shape to the habitats’ shared ideal free fitness (w).
Consider the case of a linear isodar passing through the origin
. Letting
p represent the proportion of the population occupying habitat B
and substituting for the isodar,
, we quickly see that the proportion
is invariant with population size. But if the linear isodar
has a positive intercept (
, then the proportion, and adaptive evolution, varies with the density in habitat A
even though fitness is equal (but density dependent) in both habitats. In Levins’ original model [
36,
37], fitness emerges as the weighted average use of the two habitats; the outcome of adaptive evolution responds to the relative values of
p and
q. Ideal habitat selection operates differently, it ‘weights’ the values of
p and
q such that fitness is equal in both habitats. Converting Equation (8) to logarithms,
where the prime indicates frequencies adjusted by ideal habitat selection. Fitness in each habitat is equal to that in the other
. Noting that
, then
, and similarly
. Substituting one equation into the other recapitulates the equality as the simple habitat-selecting adaptive function (linear line through the origin with slope 1,
,
Figure 4 [
3]). It is easily shown that an identical solution emerges from the fine-grained adaptive function
.
The utility of including habitat selection is most dramatic when trait values converge or diverge with density. When they do, the shape of the fitness set will also vary with density (e.g.,
Figure 4). At low density with no habitat selection, the ‘hyperbolic’ adaptive function intercepts only one of the two fitness maxima. Adaptive evolution favors specialization (illustrated in
Figure 4 towards traits with high fitness in habitat A). Trait convergence at high density changes the fitness set from concave outward to concave downward: a generalist phenotype has greater fitness than any other. Density-dependent evolution thus transits between a low-density single-habitat specialist and a high density two-habitat generalist.
Habitat selectors experience a unique and paradoxical evolutionary transition. Whenever both habitats are occupied, adaptive evolution favors the same habitat generalist at all densities, and for all shapes of fitness sets, even though specialists, in the absence of habitat selection, might possess higher fitness (
Figure 4).
The paradox of ‘selection toward the minimum’ in outwardly concave fitness sets can be resolved in two different ways. I. If an individual’s trait values are fixed, then active habitat selection is a sub-optimal strategy easily replaced by non-habitat selectors. Dispersal to the alternative habitat is non-adaptive, so each habitat will harbor a different specialist. II. But if traits are plastic, then the apparently low fitness of the generalist represents a reaction norm enabling specialization to whichever habitat the individual occupies. The low fitness generalist’s trait values are never realized by adaptive individuals because their reaction norm matches trait values with habitat. Individuals retain their specialization within a habitat even though they might disperse between them.
We can visualize the consequences of these general predictions on life history by imagining that the habitats differ in one or more key processes associated with density- and size-dependent juvenile survival. Examples could include differences in predation risk, differences in the availability of spawning habitat, or the amount and quality of nursery habitat. The habitat induced differences in survival also feed back onto adaptive habitat selection with downstream effects on maturity and body size [
38]. Even so, evolution in a low juvenile survival habitat should lead to a life history with lower reproductive effort (e.g., fewer smaller eggs) at older ages than in a habitat with higher juvenile survival (e.g., [
39]). We wish to know whether ideal habitat selection will alter that prediction.
We address the issue by comparing density-dependent habitat selection with two extreme alternative strategies—I, there is no dispersal between habitats and II, within each habitat there is a passive or conditional propensity to disperse (e.g., [
40]). The effect on trait evolution, including those responsible for or related to life history, depends on density, population regulation, and whether different traits maximize fitness at different population sizes.
Consider first a population so well-regulated that it remains at or very near to its habitat-dependent carrying capacities. Alternative I (no dispersal) enables rapid divergence in traits and life history similar to that observed in brook trout (
Salvelinus fontinalis), restricted to small, isolated rivers in Newfoundland [
41]. The same outcome is expected with ideal free habitat selection; fitness is equal in both habitats so there is no fitness gain through dispersal. Alternative II (passive or conditional dispersal) is characterized by a balance between the number of individuals dispersing into a habitat and the number exiting [
40]. Dispersal rates are inversely proportional to the habitats’ carrying capacities, the dispersal rate from a habitat with a low carrying capacity is greater than the rate from a habitat with a high carrying capacity. The resulting directional migration suggests a long-term diminution of traits associated with the low-density habitat. The same outcome is expected from ‘fitness climbing’ models of habitat selection that assume individuals sample both habitats (e.g., [
42]).
Predictions change in temporally variable environments. If there is no dispersal between habitats, then the sub-populations in each habitat continue to evolve independently with trait distributions that reflect each habitat’s density dependence. The outcome from passive dispersal depends on whether the habitats’ carrying capacities (
Ks) are correlated. In the extreme case where the means and variances in
K are equal but uncorrelated, dispersal rates between habitats are equal. Neither habitat has an advantage in influencing trait evolution in the alternative habitat other than reducing selection gradients through migration. Balanced dispersal, such that the ratio of the propensity to disperse is inversely proportional to the ratio of mean carrying capacities, re-emerges if the means or variances of carrying capacities vary in time [
40]. Varying carrying capacities over time creates larger mean differences in carrying capacities, and thus a greater difference in dispersal rates, than do variable carrying capacities (that yield a smaller mean difference in
Ks). The ability of the habitat with the larger long-term population size to dominate gene flow will thus be greater if mean carrying capacity varies than if only the variance in carrying capacities change through time.
The consequences of ideal habitat selection are again dramatically different. Fluctuations in population size alter the courses of density dependence and habitat selection. Periods of population growth result in directional migration from high density to lower density habitats. During periods of population decline, the opposite occurs (reciprocating dispersal [
16,
43]). The net flow of individuals from one habitat to another, and thus which habitat is a ‘donor’ of migrants, and which is a ‘receiver’, depends on the habitats’ relative maximum growth rates and their respective rates of density-dependent decline in fitness [
43]. It is even possible, under somewhat limited circumstances when dominant individuals interfere with the habitat choices of subordinates, to achieve a net balance of migration between habitats [
43]. In this instance, however, the balance emerges through habitat selection rather than through the competitive advantages and invasion likelihoods of genotypes exhibiting a wide range of dispersal propensities as in the numerical models of McPeek and Holt [
40].
The to-and-fro of dispersal between habitats means that adaptive advantages of directional migration vary with the dynamics of population size. A habitat receiving immigrants during population decline will export emigrants during periods of population growth. It is not the migration that is important but rather its effect on trait evolution.
A primary motivation for studying the evolution of life histories lies in their close association with fitness [
44]. The ability of habitat selection to equalize fitness between habitats thus implies that it can also alter expectations of fitness among spatially distinct life history strategies. The implications are rather profound. If the habitats are similar to one another, then the resultant fitness set is concave downward, and a single generalist strategy can maximize fitness (
Figure 4). But if the habitats are quite different from one another, then the fitness set is concave upward and each habitat can evolve its separate equally fit non habitat-selecting strategy. The problem, in the case of habitat selectors, is that the equilibration occurs through the back-and-forth movement of individuals between habitats with changes in population size. How can a divergent strategy in one habitat, say copious production of small offspring, achieve equal fitness with an alternative strategy (e.g., fewer larger offspring) adapted to the second habitat? The parsimonious answer is the evolution of a reaction norm that enables individuals to express the appropriate habitat-dependent life history. The important point is that ideal habitat selection creates the exposure to different selection regimes that can promote phenotypically plastic life histories.
The evolution of plasticity also hinges on the likelihoods that adaptive traits converge or diverge with population size. If populations with convergent traits remain at high density, habitat selection yields a single generalist strategy (
Figure 4). Alternative strategies would emerge if traits in well-regulated populations diverge with population size. Habitat isodars provide a ready-made solution to differentiate between these sorts of alternatives. The intercept in Equation (2) is the relative difference in fitness between habitats. The isodar slope is the ratio of negative density-dependent fitnesses. Converging fitness functions yield isodars with positive intercepts and slopes less than unity. Diverging functions yield isodars with slopes greater than unity.
8. Discussion
Although ideal free and fitness set models are highly oversimplified caricatures of nature, they convey crucial lessons about habitat-selecting life histories. Habitat selection will alter the dynamics of populations and resultant density-dependent selection whenever individuals select between habitats with different degrees or forms of density dependence. In most cases habitat selection will also yield frequency-dependent selection on life history and other eco-evolutionary strategies. The models also inform pragmatic decisions on habitat management and conservation. Any action that modifies a habitat’s occurrence, size, and density-dependent qualities will create a new selective milieu not just for the individuals inhabiting it, but also for those individuals living elsewhere who are connected by the ebb and flow of dispersal. This is especially relevant for anadromous fishes [
45]. Bioenergetic models parameterized on Atlantic salmon demonstrate how environmental changes in density-dependent habitat-linked growth rates impact life histories of both presmolt and postsmolt age classes as well as their population dynamics [
45].
Global habitat loss and degradation are particularly concerning because they alter both the distribution and abundance of their occupants. A recent example is the choice of apparently degraded coral habitats in Papua New Guinea by a small-bodied reef fish,
Pomacentrus moluccensis. Coral death associated with an outbreak of the crown-of-thorns starfish,
Acanthaster solaris, caused a rapid shift in habitat choice in the most severely affected reefs [
46]. Despite a preference for live coral when abundant, adult fish increasingly occupied degraded dead corals. The presence of adults acted as a social attractant to naïve juveniles that otherwise risked being caught in an ecological trap [
47,
48]. While there is broad recognition that ecological traps can cause extinction (e.g., [
49]), simple models of habitat selection warn us that even if organisms make adaptive choices, habitat loss and degradation can have major impacts on population dynamics and life history that can feed back onto future dynamics and habitat choice. Similar concerns arise from models of dispersal where the adaptive strategy of individual migrants fails to correspond with the strategy that maximizes population persistence [
50].
The potential for habitat selection to create or reinforce adaptively plastic life histories suggests an additional behavioral route by which populations can quickly exploit new or alternative fitness opportunities [
51]. As intriguing as this possibility may be, the models are absent of genetics and assume discrete habitats with simplified age and density dependence. It is thus impossible to extract specific predictions on how habitat selection can alter life history and vice versa. Some readers may suspect that these concerns invalidate the models’ utility in furthering our understanding of life history and its evolution, and particularly so if life histories generally represent mosaics of genetic and environmentally controlled traits such as those that underlie ecotypic variation in Trinidadian guppies [
52]. That skepticism must be balanced by the results of a two-locus two-deme population genetics model in which phenotypically plastic traits evolve by reciprocal migration between populations [
53]. Reciprocating dispersal embedded in ideal density-dependent habitat selection provides exactly that sort of bidirectional migration.
The potentially countervailing effects of habitat selection’s ability to dampen population dynamics through time versus its roles in gene flow and subsequent evolution should provide fertile ground for future theoretical exploration. Might any ability of habitat selection to modulate density-dependent evolution along ‘pace-of-life’ axes be subsidiary to its influence on phenotypic plasticity? No matter the answer, the take-away message is that studies of ecological and evolutionary dynamics are incomplete if absent of adaptive habitat selection.
We certainly agree that habitat quality and its impact on fitness interact with genetics and do so across scales in time and space. A particular concern is that some habitats grade into one another more-or-less imperceptibly along environmental gradients. Such gradients might suggest that habitat is an artificial construct residing more in the imagination and equations of theorists than in the distribution, abundance, and fitness of real organisms. However, our use of ‘habitat’, and particularly the emphasis on habitat isodars, includes an implicit dispersal scale such that the collections of individuals in one area (or volume) express a different pattern of fitness accrual than do individuals living elsewhere [
16]. The patterns are reflected in the density dependence of fitness that embodies decisions on habitat choice and its implications on spatio-temporal abundance and evolution.
Ideal free models carry several well-documented ancillary assumptions, many of which are overcome with more advanced models (e.g., [
54]). The trick is to evaluate the effects of different assumptions on the density dependence of fitness. When one can do so each is likely to leave its signature firmly inscribed in the habitat isodar as shown for assumptions on dominance, patch pre-emption, dispersal costs, and Allee effects (e.g., [
55,
56,
57]).
Criticisms on the ideal free assumption of perfect information are somewhat more difficult to dispel. The acquisition of knowledge about alternative habitat opportunities is not only likely to be imperfect but the required sampling might also cause densities to depart from their ideal free isodar. That may not be the case, however, if organisms possess reliable cues on habitat quality such as many of the chemical signals used by aquatic organisms (e.g., [
58]). Our focus is more on whether organisms are ‘ideal’ than whether they are ‘free’. Ideal organisms choose habitat to maximize their expectation of fitness, not necessarily the population mean. Such migrants’ expectations will equalize between habitats, and their adaptive functions will also be linear with a positive slope at 45 degrees.
Even when its assumptions are not met, relatively simple patch leaving [
59] and fitness climbing rules (always moving to the better patch, [
42]) yield distributions approaching that of the IFD. When they do, habitat isodars reliably portray the equilibrium solutions as population size changes (e.g., [
56]) and can help us further understand adaptive evolution and solve critical problems in conservation and management [
57].