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. 2018 Oct 9;6:e5736. doi: 10.7717/peerj.5736

Table 1. Summary on required data, advantages, disadvantages and references of methods used to measure shade tolerance of forest tree species.

Methods Data required Advantages Disadvantages Reference
Empirical classification Subjective opinions of researchers No field work required Lack of standardized procedures difficult to separate shade tolerance if there are many species Baker (1949), Ellenberg (1974)
Abundance of species along light gradient Low-light abundance or sapling ratio Abundance data are widely available and easy to collect Abundance is often affected and confounded by other resources, such as drought and waterlogging Lorimer (1983), Poorter & Arets (2003)
Demographic performance Mortality or/and growth rates Demographic rates are considered to be good indicators of plant’s performance in response to environment Require temporal, sometimes long-term data for calculating demographic rates. Relationships between shade tolerance and growth/mortality rates are often not as strong Kobe et al. (1995), Weber et al. (2017), Walters & Reich (1996), Sendall, Lusk & Reich (2016)
Light environment Light level around target trees Reflect the preference of actual light environment of species. Data are relatively easy to collect Surrounding light level is often insufficient to determine light preference of species. Hard to distinguish shade tolerance if there are many species Lusk & Reich (2000), Figueroa & Lusk (2001), Lusk et al. (2008)
Plant traits Organ- or sub-organ-level plant traits Functional trait database is often available Traits often have poor predictive power for responses to environmental conditions Valladares & Niinemets (2008), Craine et al. (2012)
Light-response curves Light-response curves across light gradient Describe whole plant’s performance across light gradient; accurately reflect plant’s minimum light requirement Costly in labor Poorter et al. (2010)
Successional seral stage Successional scores of species No field work required Successional data are often not available or difficult to determine Poorter & Arets (2003), Niinemets & Valladares (2006)