Documente Academic
Documente Profesional
Documente Cultură
REVIEWS Further
Quick links to online content
USE OF MATHEMATICS IN
POPULATION ECOLOGY1
By K. E. F. WATT
Statistical Research Service, Canada Department of Agriculture,
Research Branch, Ottawa
ments they describe symbolically rather than their structure. Such a classi
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
biologist was repeated several times. Volterra (131) was interested in popu
lation problems by D' Ancona, and Bailey [ (4 to 7) Nicholson & Bailey
(91)] was asked by Nicholson to work in the area in the first half of 1927.
It is clear that the character of early work in theoretical population ecol
ogy is in large part explained by the fact that it was developed by mathe
maticians. A second very important point is that the main features of the
theories were being worked out before a great deal of data had been col
lected. Apart from the occasional pioneering study (27, 101), quantitative
experimental findings on density effects, competition and attack did not ap
pear in numbers until the mid-thirties (80, 96, 99). Large numbers of papers
on attack findings in particular, were not published until 1941 and later
(33, 34, 35, 124, 126, 128) .
The Latka-Volterra M odel.-I have selected one paper for discussion
here (131) because it is one of the most elaborately worked out representa
tives of early a priori work. Since Volterra's original paper is not readily
available, my discussion is based on a translation of a revised version
which was published in Chapman's book (28). (Volterra's original papers
are virtually identical to this version.)
The first noteworthy feature of Volterra's treatment is that he looks pri
marily to factors intrinsic to populations for an explanation of population
fluctuations, In fact, all early mathematical population theories minimized
the importance of climate in population regulation. As noted elsewhere
(83, 120, 143) , for some populations at least, factors such as climate may
never allow a population to become dense enough for density-dependent fac
tors to be brought into play. Unfortunately, there are only a few bodies of
population data available which cover enough years to support this position
adequately (95, 111, 140). However, Volterra's general approach is sound
for situations in which the environment is favorable for the populations in
question and is stable. Several points are made by discussing two of Vol
terra's equations. Let Nl and N2 be the numbers of individuals of a prey
and predator species, respectively. Then, for the rates of change of each
with time, we have (according to Volterra)
dNl
= (el - "(lN2) Nl 1.
dt
246 WATT
2.
The coefficients <:1 and ez are the coefficients of increase (the instantaneous
birth rate less the death rate), and II and 12 are attack coefficients. Six
points about these two equations are noteworthy:
(a) Birth rates and attack rates are assumed to be density-independent.
Several recent papers summarize evidence (which was not, of course,
known to Volterra) to show that these rates are density-dependent (50,
Access provided by Universidad de Costa Rica (UCR) on 12/28/16. For personal use only.
51, 52, 127, 139) . Volterra (131) and Lotka (76) both realized inde
pendently that these assumptions were not correct and intended that the
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
the choice of initial parasite and host population densities "forces" cycles
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
(34).
Nicholson-Bailey Model.-Similar remarks apply to the Nicholson &
Bailey paper (91). The specific conclusions follow correctly from the sp e
cific assumptions made. However, the conclusions do not relate to
biological reality unless the assumptions relate to biological reality.
The difficulty is not so much that the assumptions made are incorrect, as
that an inadequate number of assumptions is made. The source of the diffi
culty with a priori models is generally deficient imagination rather than
deficient logical power (138). For example, it could not have been ex
pected to occur to anyone, including Nicholson & Bailey, that the efficiency
of parasites per female decreases as the parasite population density increases
(23, 24, 25, 35, 125, 126, 139). As additional empirical work is done, newly
discovered facts will make a priori models seem even further removed from
biological reality (52, 81, 82).
Other related a priori models.-The Lotka-Volterra tradition has not
died, but is flourishing to a greater extent than ever before. This new lease
on life is attributable to the advent of stochastic equations. Complex phe
nomena do not lend themselves to description by stochastic equations be
cause the resultant models are mathematically intractable (85, 90). Hence,
the simple Lotka-Volterra equations are suitable subjects for conversion to
stochastic form, whereas more complex, but biologically realistic, differen
tial equations are not used by stochastic-model biometricians. The result
has been a spate of recent papers on stochastic counterparts of the Lotka
Volterra equations (9,11,12,29,30,41,58,59,70,71,72).
Various other papers have appeared which are related to the Lotka
Volterra tradition. Lotka (78) wrote an interesting paper on theory of
predator-prey encounters. Volterra (133) examined different cases to de
termine the effect of various values for different constants of birth rate and
death rate on population growth and extinction. Hutchinson (54) investi
gated the effect of introducing quadratic terms into Lotka-Volterra com
petition functions. Bodenheimer & Schiffer (19) produced a new model
also based on a priori assumptions. Wangersky & Cunningham (134, 135)
considered the effect of time lags on classical equations of population
growth. Odum & Allee (94) discussed the implications of dome-shaped
fecundity rate versus density curves.
Varley (129) has recently presented an interesting discussion of the
248 WATT
Nicholson & Bailey (91) and Thompson (119) models. As Varley suggests,
there is truth in both these models. This once again makes the point that the
problem in a priori model building is in not thinking of all the necessary
assumptions.
Mathematical epidemio l ogy.-Mathematical epidemiology is another
branch of population theory with a long history. This field will presumably
be increasingly important to entomologists as pathogens become more widely
used for insect pest control. Farr (40) and Hamer (47) did important early
theoretical work which led to awareness of epidemic waves and the factors
Access provided by Universidad de Costa Rica (UCR) on 12/28/16. For personal use only.
which caused them. Ross (108) developed and solved three difference equa
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
of distributions fitted to field entomological data. Cox & Smith (32) show
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
The monograph explains why the effort required to build large and
complex mathematical models of ecological phenomena is justified by the
results of the work, answers criticisms of the model approach, and explains
in detail some of the available techniques for building and using large-scale
mathematical models. A new criticism of models (64) has appeared since
my monograph was written. Labeyrie demonstrates that the "constants" in
models can not really be constant, because, for example, slight differences
in the dispersal of hosts are discovered by each female parasite. This is very
true, but the same instantaneous variation in behavior could be noted for
Access provided by Universidad de Costa Rica (UCR) on 12/28/16. For personal use only.
form submodels which can then be fitted into a model (87, 144).
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
physics and chemical kinetics, on the one hand, and physiology, behavior,
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
and ecology, on the other. All fields should benefit from the resulting cross
fertilizations of ideas. Also, this type of theoretical work helps clarify the
relationship between the effect of a factor and the mechanisms which de
termine the magnitude of the effect.
Within the next decade, the need for work on models that link mathe
matical population dynamics and population genetics will be conclusively
demonstrated by new types of data (146).
There wiII be an enormous increase in the use made of computers in
mathematical population ecology in the next few years. One of the most im
portant reasons for this activity is that population theoreticians are becom
ing increasingly concerned with fitting quite complex equations to data. It
requires a prodigious amount of effort even to fit the relatively simple
fecundity model of Watt (141) unless a computer is used to apply the
method of differential correction (92). As more work of this type is done,
we can expect to see experimental work on computers to determine which
of the several available fitting routines (105) is most efficient for a given
type of equation. Another reason for the increased interest in computers
is that many ecologists have become interested in simulation (93). That is,
we construct a mathematical model of a population, preferably mimicking
the simultaneous effect of weather, density-dependent factors, and treatment
by man (122, 142, 147). Then the computer calculates how the population
will behave over a sequence of generations with no treatment and with dif
ferent types of treatment. Such research will be very revealing; for example,
one recent study showed that spraying pests could produce, under certain
conditions, more pests at a later time than there would have been if the
pests had not been sprayed (142).
A major new development is the application to ecology of branches of
mathematics developed recently to cope with the complexities of managing
complex manufacturing, transportation, and military, scientific, and engi
neering systems. One of these branches of mathematics is dynamic pro
gramming, which shows how to select the best sequence of decisions to be
made over a period of time (15, 17). Clearly, since insect pest control has
almost never turned out to be a "one-shot" campaign, mathematical meth
ods designed for multistage decision processes must be relevant for the
254 WATT
economic entomologist. More recently, Bellman (16) has published a book
on adaptive process-control theory. This material should be of concern to .
entomologists, since insect pest control is an adaptive process control; that
is, we attempt to control a pest by using procedure A, then analyze what
went wrong, and use this information to devise a superior process for con
trol, B. This process of improving control procedure on the basis of in
formation about defects in previous control procedures continues until
control is perfect. Ideally, a computer should be integrated into the cycle;
test control procedure, and the defects in control procedure should be an
Access provided by Universidad de Costa Rica (UCR) on 12/28/16. For personal use only.
alyzed, refined, and new procedures tested. It should be noted that Bell
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
man's point of view with respect to the role of mathematical models is quite
different from that of most biologists. Instead of assuming a description of
a problem structure and finding out the best solutions to the problem in this
particular structure, Bellman uses mathematics to determine the best topo
logical structure for the problem; that is, mathematics is used to determine
an optimum policy, not the best parameter values for a given policy. It
follows from Bellman's approach that the best use of mathematics may
often be to show what not to do rather than what to do. In essence, mathe
matical programming puts bounds on the range of policies available to us
by eliminating those that are infeasible for some reason.
Since mathema ti cal programming as developed by Bellman and others
is designed to cope with problems of managing large-scale systems, it al
lows us to consider problems in a natural and sensible manner. For ex
ample, we can consider the whole economic problem of a. forest all at once,
not just the smaller problem of pest control lifted out of context. The rea
son for considering the whole problem at once is that the best control policy
from the standpoint of minimizing pest survival may not be the optimum
policy from the standpoint of maximizing profit from a given tract of tim
ber.
MATHEMATICS IN POPULATION ECOLOGY 255
LITERATURE CITED
J. Math., 2, 6 8 77 (1931)
- 18. Beverton, R. J. H., and Holt, S. J.
S. Bailey, V. A. Non-continuous inter On the dynamics of exploited /ish
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
Paris, France 1937); av ail able in 75. Lotka, A. J. Analytical note on cer
English as Mathematical Biology tain rhythmic relations in organic
Annu. Rev. Entomol. 1962.7:243-260. Downloaded from www.annualreviews.org
(George Harrap & Co., London, systems. Proc. Natl. Acad. Sci.
England, 238 pp., 1939) U.s., 6, 410-15 (1920)
63. Kramer, S. Observations of prey 76. Lotka, A. J. Contribution to quantita
capture in mantids. !. N.Y. En tive parasitology. !. Wash. Acad.
tomol. Soc., 68, 3-12 (1960) Sci., 13, 152-58 (1923)
64. Labeyrie, V. Contribution a l'etude 77. Lotka, A. J. The growth of mixed
de la dynamique des populations populations. Two species compet
d'insectes: I. Influence stimulatrice ing for a common food supply. !.
de l'hote Acrotepia assectella Z sur Wash. Acad. Sci., 22, 461-69
la multiplication d'un hymenoptere (1932)
Ichneumonidae (Diadromus sp. ) . 78. Lotka, A. J. Contribution to the
Entomophaga Mem., 1 , 1-193 mathematical theory of capture, I.
(1960) Conditions for capture. Proc. Natl.
65. Lanczos, C. Albert Einstein and the Acad. Sci., 18, 172-78 (1932)
role of theory in contemporary 79. MacArthur, R. On the relative abun
physics. Am. Scientist, 47, 41-59 dance of species. Am. Naturalist,
(1959) 94, 25-36 (1960)
66. Landahl, H. D. A mathematical model 80. MacLagan, D. S. The effect of pop
for the temporal pattern of a ulation-density upon rate of re
population structure, with particu production with special reference
lar reference to the flour beetle. to insects. Proc. Roy. Soc. London,
Bull. Math. Biophys., 17, 63-77 [B]lll, 437-54 (1932)
(1955) 81. Miller, C. A. The interaction of the
67. Landahl, H. D. A mathematical model spr uce budworm, Choristoneura
for the temporal pattern of a fumiferana (Clem. ) , and the para
population structure, with particu site Apanteles fumiferanae Vier.
lar reference to the flour beetle: Can. Entomologist, 91, 457-77
II. Competition between species. (1959)
Bull. Math. Biophys., 17, 131-40 82. Miller, C. A. The interaction of the
(1955) spruce budworm, Choristoneura
68. LeCren, E. D., and Holdgate, M. W. fumiferana (Clem.) , and the para
(Eds.) The Exploitation of nat site Glypta fumiferanae (Vier.) .
ural Animal Populations. (Black Can. Entomologist, 92, 839-50
well Publishing Co., London, Eng (1960)
land, 320 pp., 1961) 83. Milne, A. The natural control of in
69. Leslie, P. H. Review of La Lotta sect populations. Can. Entomol
per l'Esistenza by Umberto d'An ogist, 89, 193-213 (1957)
cona. !. Animal Ecol., 15, 107 84. Mook, J. H., Mook, L. J., and
(1946) Heikens, H. S. Further evidence
70. Leslie, P. H. An analysis of the for the role of "searching images"
data for some experiments carried in the hunting behaviour of titmice.
out by Gause with populations of Arch. neerl. zoo1., 13, 448-65
the protozoa, Paramecium aurelia (1960)
and Paramecium caudatum. Bio 85. Mo ran , P. A. P. The theory of some
metrika, 44, 314-27 (1957) genetical effects of population sub
71. Lesli e, P. H. A stochastic model for division. Australian !. BioI. Sci.,
studying the properties of certain 12, 110-16 (1959)
258 WATT
86. Morris, R. F. The development of u.s., 8, 2 1 2-19 ( 1 922)
sampling techniques for forest in 102. Pearl, R., and Reed, L. J. On the
sect defoliators, with particular ref rate of growth of the population
erence to the spruce budworm. of the United States since 1 790
Can . J. Zool., 33, 225-94 ( 1955) and its mathematical representa
87. Morris, R. F., Ed. The dynamics of tion. Proc. Natl. Acad. Sci. U.S.,
epidemic spruce-bud worm popula 6, 275-88 ( 1 920)
tions. Can. Entomologist, Suppl. 103. Pielou, E. D. A single mechanism to
(In press, 1962) account for regular, random and
88. Muench, H. Catalytic Models in Epi aggregated populations. J. EcoJ.,
demiology (Harvard University 48, 5 7 5-84 ( 1 960)
Press, Cambridge, Mass., 1 1 0 pp., 104. Prop, N. Protection against birds and
1959) parasites in some species of ten
Access provided by Universidad de Costa Rica (UCR) on 12/28/16. For personal use only.
90. Neyman, J.. and Scott, E . L . Stochas 1 05 . Ralston, A., and Wilf, H. S., Eds.
tic models of popUlation dynamics. Mathematical Methods for Digital
Science, 130, 3 03-8 ( 1 959) Computers (John Wiley & Sons,
91. Nicholson, A. J.. and Bailey, V. A. New York, N.Y., 293 pp., 1960)
The balance of animal populations 106. Ricker, W. E. Maximum sustained
-Part 1 . Proe. Zool. Soc. Lon yields from fluctuating environ
don, 5 5 1-98 ( 19 3 5 ) ments and mixed stocks. J. Fish
92. Nielsen, K. L. Methods i n Numerical eries Research Board Can., 15,
Analysis (Macmillan Co., New 991-1006 ( 1 95 8 )
York, N.Y., 382 pp., 1956) 107. Ricker, W. E. Handbook o f computa
9 3 . Odum, H. T. Ecological potential and tions for biological statistics of fish
analogue circuits for the ecosystem. populations. Fisheries Research
Am. Scientist, 48, 1-8 ( 1960) Board Can. Bull. No. 1 1 9, 300 pp.
94. Odum, H. F., and Allee, W. C. A (1958)
note on the stable point of popula 1 08. Ross, R. Some quantitative studies in
tions showing both intraspecific epidemiology. Nature, 87, 466-67
cooperation and disoperation. Ecol (1911)
ogy, 35, 95-97 ( 1 954) 1 09. Schaefer, M . B . Some considerations
95. Ottestad, P. Forecasting the annual of population dynamics and eco
yield in sea fisheries. Nature, nomics in relation to the manage
185, 1 8 3 ( 1 960) ment of the commercial marine
96. Park, T. Studies in population physi fisheries. I. Fisheries Research
ology. I. The relation of numbers Board Can., 14, 669-81 ( 1 95 7 )
to initial population growth in the 1 1 0. Schaefer, M. B. A study o f the dy
flower beetle Tribotium confusum namics of the fishery for yelJowfin
Duval. Ecology, 13, l i2-81 ( 1 932) tuna in the eastern tropical Pacific
97. Park, T., Mertz, D. B., and Petru Ocean. Inter-Am. Trop. .Tuna
sewicz, K. Genetic strains of Comm. B u ll., No. 11, 247-85
Tribolium : their primary charac ( 1 95 7 )
teristics. Physiol. Zoiil., 34, 62-80 1 1 1. Schwerdtfeger, F. nber die Ursachen
( 1961) des Massenwechsels der Insekten.
98. Patten, B . C. An introduction to the Z. angew Entomol., 28, 254-303
cybernetics of the ecosystem : the ( 19 4 1 )
trophic-dynamic aspect. Ecology, 1 1 2. Skellam, J. G. Random dispersal i n
40, 221-3 1 ( 1959) theoretical populations. Biomet
99. Pearl, R. The influence of density of rika, 38, 196-2 1 8 ( 1 9 5 1 )
population upon the rate of re 1 1 3 . SkelJam, J . G. Studies i n statistical
production in Drosophila. I. Exptl. ecology I. Spatial pattern. Bio
Zool., 63, 57-85 ( 1 932) metrika, 39, 346-62 ( 1 952)
1 00. Pearl, R. Forward in The Struggle 1 1 4. Slobodkin, L. B . Cycles in animal
for Existence ( Gause, G. F., Wil populations. Am. Scientist, 42,
liams & Wilkins Co., Baltimore, 658-66 ( 1954)
Md., 1 63 pp., 1 9 3 4) 1 1 5. Slobodkin, L. B. Energetics in
1 0 1 . Pearl, R., and Parker, S. L. On the Daphnia pulex populations. Ecol
influence of density of population ogy, 40, 232-43 ( 1959)
upon the rate of reproduction in 1 1 6. Smith, F. D., Experimental methods
D,osophila . Proc. Natl. Acad. Sci. in population dynamics : A critique.
MATHEMATICS IN POPULATION ECOLOGY 259
Ecology, 33, 441-50 ( 1 9 5 2) growth of the host population and
117. Thompson, W. R. TMorie de l'action also of the parasite population.
des parasites entomophages. Les Oyo-J(ontyu, 4, 1 1 7-28 (1943)
formules mathematiques du para 129. Varley, G. C. The biological control
sitisme cyclique. ComPt. rend., 174, of agricultural pests. 1. Roy. Soc.
1201-4 ( 1922) Arts, 107, 475-90 ( 1959)
118. Thompson, W. R. tude mathema- 130. Verhulst, P. F. Notice sur la loi que
. tique de I'action des parasites en la population suit dans son ac
tomophages. Duree du cycle para croissement. Correspondence math.
sitaire et accroissement de la pro et phys., 10, 1 1 3-21 ( 1 838)
portion d'hOtes parasites. Compt. 131. Volterra, V. Variazioni e fluttuazioni
rend., 174, 1433-35 (1922) del numero d'individui in specie
Access provided by Universidad de Costa Rica (UCR) on 12/28/16. For personal use only.