Does commercialization lead to more intensive management strategies? Decision-making for the utilization of non-timber forest products in a Nahua area of the Sierra Negra, Mexico.

BACKGROUND: The commercialization of non-timber forest products (NTFPs) provides income for rural indigenous households. The integration of NTFPs into formal markets tends to intensify management practices to ensure production and monetary benefits. However, more research is needed to understand the motivations for managing of commercialized species. We examine the influence of social, ecological, and economic factors on traditional management and how they drive the adoption of more or less intensive practices for subsistence and commercially traded NTFPs. METHODS: The study was conducted in the Nahua community of Ixtacxochitla, in the Sierra Negra of central Mexico, where we conducted free lists and semi-structured interviews in 32% of the 88 households to assess socio-ecological variables related to management practices. In addition, we interviewed local traders to assess commercial variables used in a cost-benefit model to calculate the net annual income of commercialized species. Non-metric multidimensional scaling was used to analyze relationships between socio-ecological variables and management practices. We also explored the relationship between management and commercial factors using principal component analysis. RESULTS: We recorded 64 plant and mushroom species of NTFPs used for medicinal, ornamental, ceremonial, and edible purposes, 36 of which are commercialized in the municipal market of Coyomeapan. The commercialized species generated an average annual net income of MXN 67,526 (USD 3924) per family, with five species contributing the most. Species both used for both subsistence and commercialization were managed through incipient in situ gathering, tolerance in ex situ anthropogenic areas, and intensive protection and propagation efforts in ex situ environments. Even the five species with the highest commercial returns were managed across this gradient of practices. Key factors influencing the adoption of more intensive species management practices were feasibility of management, type of species use, ecological abundance, frequency of consumption, and cultural importance. CONCLUSIONS: The intensification of NTFPs management is not solely driven by the commercial value of the products or the level of income generated. Instead, the interaction between socio-ecological and economic factors determines the extent of management practices. The main constraint to the implementation of intensive practices has been the inability to manage species outside their natural habitats, despite their cultural significance and frequent consumption. Understanding the factors involved in the harvesting of NTFPs can serve as the basis for future research aimed at analyzing the conditions for successful and sustainable NTFPs commercialization.

The cultural role played by the ethnomycological knowledge of wild mushrooms for the peoples of highlands and lowlands in Tlaltenango, Zacatecas, Mexico.

The greatest diversity of culturally relevant fungi in Mexico has been recorded in temperate forests. Likewise, it has been proven that people who live in such environments possess greater ethnomycological knowledge, compared with people in the lowlands. In this study, we investigated whether the uses and perceptions of fungi were different between people living near forests in highlands and those living in lowlands near grasslands and subtropical scrublands. We selected seven communities from the municipality of Tlaltenango, Zacatecas, Mexico, where we conducted guided tours, 35 semistructured interviews, and free lists to 420 people. Since highlands surrounded by temperate forests give rise to high species diversity, we expected that the inhabitants, in comparison with those of the lowlands where there is less diversity, would recognize a larger number of fungi. To test this hypothesis, we employed discriminant function analysis, principal coordinate analysis, Mann-Whitney U test, and linear regression. The cultural importance of each species was calculated based on the frequency with which it was mentioned and the first principal coordinate. Although the highlanders have a deeper knowledge of mushrooms, lowlanders and highlanders had similar fungal backgrounds and preferred the same species, regardless of the fungi surrounding their territory. The lack of differences among communities was due in part to the fact that the most culturally important species were those that grew in grasslands and subtropical scrub areas. Agaricus campestris was the most culturally prevalent and only commercialized species both in the highlands and lowlands, followed by Pleurotus djamor and Volvariella bombycina. None of the mushrooms growing in the pine-oak forest had a high cultural importance value, even for the communities living in the vicinity of this forest, forcing them to travel long distances to collect Agaricus campestris. Further investigations are needed in order to assess the relevance of sociocultural factors, and their potential influence in the preference for particular mushrooms in this region.

How does urbanization affect perceptions and traditional knowledge of medicinal plants?

BACKGROUND: The use and knowledge of medicinal plants play an essential role in community health in rural Mexico. Medicinal plants are part of the local heritage and provide a source of economic income. Nevertheless, knowledge of their use has declined due to factors like accelerated urbanization. Some authors have proposed that by reducing natural spaces, urbanization generates changes that impact the recognition, use, and management of natural resources. Here, we evaluate how urbanization affects the knowledge, use, and perception of medicinal plants in a Biosphere Reserve in Mexico. METHODS: Using a mixed methodology including quantitative and qualitative analyses, we generated a list of medicinal plants, methods of preparation, prevalence of illness, and use in two communities with different degrees of urbanization. RESULTS: A total of 217 medicinal plants were identified. The more urbanized community had greater knowledge of, and used, a larger number of introduced plant species, while the less urbanized community used and had more knowledge about wild plants. One of the factors explaining these differences was occupation, with people who work outdoors showing greater knowledge of wild plants. CONCLUSIONS: Urbanization can lead to a loss of knowledge of the use and management of local wild species, with implications for the conservation of biocultural heritage. Substitution of native medicinal plants by introduced species shows disinterest and disuse in the local medicinal flora, which could be reflected in their ecosystems.

Use and management of wild fauna by people of the Tehuacán-Cuicatlán Valley and surrounding areas, Mexico.

BACKGROUND: Interactions between humans and fauna lay in the heart of the history of human subsistence. In Mesoamerica, the Tehuacán-Cuicatlán Valley (TCV) harbours a high biodiversity with archaeological and ethnoecological evidence of its use by people inhabiting the area since at least 12,000 B.P. It is recognized as one of the most ancient areas of agriculture in the Americas, and a broad spectrum of management practices aimed to ensure the availability of desirable plants has been documented, but it has not been analysed for animals. This study aimed to investigate the use and management practices directed to wild animals along current settlements within the TCV and neighbouring areas. METHODS: We conducted an extensive search, review and analysis of documental sources for the period between 1967 and 2018. We found 38 documents providing information about the presence of animal species and 15 describing their use and/or management. We included our own observations from four case studies among the Ixcatec, Cuicatec, Nahua and Mestizo people, as well as from regional studies of biodiversity. We used unconstrained multivariate data analysis to describe the management typology of the animals in the region. RESULTS: Hitherto, 652 vertebrate species and 765 species of insects have been recorded in this area; and until present, 107 wild animal species have been reported to be used in 11 use-type categories, mostly for food (65.42%), ornamental (27.52%) and medicinal (21.10%) purposes by the Nahua, Cuicatec, Popolocan, Ixcatec, Mazatec and Mestizo people. Their extraction entails manual capture and gathering as well as hunting and trapping strategies, some of them involving planning in time or space and communitarian regulations; in addition, relocation actions and care in captivity were recorded. Nearly 178 of the species distributed in the region with no reports of local use are used in other localities of Mesoamerica. Ethnozoological information is still lacking for the Mixtec, Chinantec and Chocholtec people in the area. CONCLUSIONS: Wild fauna is still a valuable resource for the inhabitants of the TCV. Animals are obtained through extractive practices, which vary from one another in their qualitative attributes. With this work, we provide a context for further research priorities on fauna management in a region of high biocultural significance.

TEK, local perceptions of risk, and diversity of management practices of Agave inaequidens in Michoacán, Mexico.

BACKGROUND: Mescal production is the main economic activity associated to agaves in Mexico, which involves 53 species mostly harvested from forests. The increasing mescal demand has influenced risk in both agave populations and mescal production, but other social and ecological factors also intervene. We hypothesized that the greater the risk the greater the complexity of management responses; otherwise, the greater the probability of populations' depletion. We analysed this hypothesis by examining the diversity of risk conditions and management practices of Agave inaequidens in the state of Michoacán, in central-western Mexico. METHODS: We studied five communities of Michoacán, documenting through 41 semi-structured interviews the use forms, risk perception, number of agaves annually extracted, and the management practices. Using a matrix with social-ecological and technological data analyzed by PCA, we evaluated similarities of management contexts. A data matrix with information on risk of agave populations, and other about management practices were analysed also through CCA and PCA. The scores of the first principal components were considered as indexes of risk and management complexity, respectively. A regression analysis of these indexes evaluated their relation. RESULTS: We recorded 34 different uses of A. inaequidens, the most important being mescal production (mentioned by 76.1 % of people interviewed). Nearly 12.5 % of people practice only gathering, but others mentioned the following practices: Selective let standing of agaves for seed production (20 %); in situ transplanting of saplings; seed propagation in nurseries and saplings transplanting to forest (10 %); suckers transplanting (7.5 %); seed dispersal in forests; banning (5 %); enhancing of agave growth by removing tree canopies (2.5 %); transplanting from the wild to live fences (45 %); intensive plantations (35 %). The highest vulnerability of agave populations was identified in communities where risk is not counteracted by management. In two communities we identified the highest risk (annual extraction from 4,353 to 6,557 agaves), but different actions counteracting such risk. CONCLUSIONS: Interchange of knowledge and management experiences developed by handlers is crucial for the regional conservation, recovering, and sustainable management of A. inaequidens populations.

Vulnerability and risk management of Agave species in the Tehuacán Valley, México.

BACKGROUND: Our study analysed the vulnerability of the useful Agave species of the Tehuacán Valley, Mexico, considering ecological, cultural and economic aspects, and management types. We hypothesized that management intensity is proportional to the degree of risk of a species in order to decrease its vulnerability. METHODS: Distribution of Agave species was monitored in 36 types of plant associations. Ethnobotanical studies were conducted in 13 villages and six markets. The vulnerability of each species was calculated by assigning risk values to the variables analysed. The vulnerability and management intensity indexes were estimated through the scores of the first principal component of PCA. Variation of management data explained by ecological, cultural and economic information were analysed through canonical correspondence analyses (CCA). A linear regression analysis identified the relation between vulnerability and management intensity. RESULTS: We recorded presence of agave species in 20 of 36 vegetation types. Out of 34 Agave species, 28 were recorded to have one to 16 use types; 16 species are used as food, 13 for live fences, 13 for producing 'pulque', 11 for fibre and ornamental, 9 for construction. Seven species are used for preparing mescal, activity representing the highest risk. Seven Agave species are exclusively extracted from the wild and the others receive some management type. Incipient cultivation was identified in A. potatorum whose seedlings are grown in nurseries. Intensive cultivation through vegetative propagation occurs with domesticated species of wide distribution in Mexico. The highest management intensity values were recorded in widely distributed, cultivated and domesticated species, but the regionally native species more intensively managed were those with higher demand and economic value, protected by collective regulations because of their scarcity. The regression analysis indicated significant relation (R2=0.677, P<0.001) between vulnerability and management indexes. CCA explained 61.0% of variation of management intensity, mainly by socio-cultural factors (30.32%), whereas ecological data explained 7.6% and the intersection of all factors 21.36%. CONCLUSIONS: The highest vulnerability was identified in wild species restrictedly distributed and/or highly extracted. Social pressures may increase the natural vulnerability of some species and these species are particularly those native species receiving some management form.

Ecological and socio-cultural factors influencing plant management in Náhuatl communities of the Tehuacán Valley, Mexico.

BACKGROUND: Management types and their intensity may vary according to indicators such as: (1) practices complexity, (2) degree of techniques specialization, (3) occurrence and types of social regulations, (4) artificial selection intensity, (5) energy invested, (6) tools types, and (7) amounts of resources obtained. Management types of edible plants were characterized and analyzed in Náhuatl communities of the Tehuacán Valley. We expected that both natural and human pressures generate risk on plant resources availability, influencing human responses of management directed to decrease risk. We particularly hypothesized that magnitude of risk would be a direct function of human pressures favored by cultural and economic value and ecological factors such as scarcity (restricted distribution and abundance). Management practices may decrease risk of plant resources, more effectively when they are more intense; however, absence or insufficiency of management practices on endangered plants may favor loss of their populations. Understanding current management motives and their consequences on the purpose of ensuring availability of plant resources might allow us to understand similar processes occurring in the past. This issue is particularly important to be studied in the Tehuacán Valley, where archaeologists documented possible scenarios motivating origins of plant management by agriculture during prehistory. METHODS: Through ethnobotanical collecting, 55 semi-structured and free listing interviews we inventoried edible plant species used in five villages of Coyomeapan, Mexico. We identified: (1) native plant species whose products are obtained exclusively through simple gathering, (2) native species involving simple gathering and other management types, and (3) non-native species managed by agricultural management. We conducted in depth studies on the 33 native species managed through gathering and other types of practices. We carried out a total of 660 sessions of detailed interviews to 20 households randomly selected. We showed to people voucher specimens and photos of the sample of species chosen and documented their cultural and economic values. Spatial availability of these plant species was evaluated through vegetation sampling. Values for each cultural, economic, and ecological indicator were codified and averaged or summed and weighed according to frequency of interviewees' responses or ecological conditions per plant species. With the standardized values of these indicators we performed a PCA and scores of the first principal component were considered as a risk index, which summarizes information of thirteen indicators of human use, demand and scarcity of each plant species. Similarly, eleven indicators of energy invested, complexity, tools and management strategies were used for performing PCA and scores of the first principal component were considered as management intensity index for each plant species. A linear regression analysis was performed to analyze the relation between risk and management intensity indexes. Amounts of variation of management data explained by ecological, cultural and economic information, as well as their risk level were analyzed through canonical correspondence analyses (CCA). RESULTS: A total of 122 edible plant species were recorded, nearly 30% of them were introduced domesticated plants, 51 were wild species obtained exclusively by simple gathering and 33 were native species obtained by simple gathering and other management practices, these latter were the ones more deeply studied. People recognized variants in 21 of these latter 33 species, the variants receiving differential use, management, artificial selection and incipient domestication. The lowest values of management intensity corresponded to species under simple gathering and tolerance, mostly annual abundant plants, occasionally consumed by few people. The highest management intensity values were recorded in species with economic importance, mostly perennial with recognized variants whose management requires using tools, and which are protected by collective regulations. The regression analysis indicated significant value R² = 0.433 (P < 0.001) between risk and management indexes. CCA explained 65.5% of variation of management intensity, mainly by socio-cultural factors (32.6%), whereas ecological data explained 21.3% and the intersection of all factors 11.6%. Variation of management intensity is 67.6% explained by risk variables. Length-span of life cycle, reproductive system type, distribution, number of parts used, number of management and use forms and type of regulations were statistically significant. CONCLUSION: People manage plant resources according to the role these play in households' subsistence, the quantity available and the quality of their useful products; particularly important is the balance between resources availability and demand. Management responses to risk are also influenced by the ease to propagate or manipulate individual plants and time requiring the construction of manipulation strategies and techniques.

Plant management and biodiversity conservation in Náhuatl homegardens of the Tehuacán Valley, Mexico.

BACKGROUND: The Tehuacán Valley is one of the areas of Mesoamerica with the oldest history of plant management. Homegardens are among the most ancient management systems that currently provide economic benefits to people and are reservoirs of native biodiversity. Previous studies estimated that 30% of the plant richness of homegardens of the region are native plant species from wild populations. We studied in Náhuatl communities the proportion of native plant species maintained in homegardens, hypothesizing to find a proportion similar to that estimated at regional level, mainly plant resources maintained for edible, medicinal and ornamental purposes. METHODS: We analysed the composition of plant species of homegardens and their similarity with surrounding Cloud Forest (CF), Tropical Rainforest (TRF), Tropical Dry forest (TDF), and Thorn-Scrub Forest (TSF). We determined density, frequency and biomass of plant species composing homegardens and forests through vegetation sampling of a total of 30 homegardens and nine plots of forests, and documented ethnobotanical information on use, management, and economic benefits from plants maintained in homegardens. RESULTS: A total of 281 plant species was recorded with 12 use categories, 115 ornamental, 92 edible, and 50 medicinal plant species. We recorded 49.8 ± 23.2 (average ± S.D.) woody plant species (shrubs and trees) per homegarden. In total, 34% species are native to the Tehuacán Valley and nearly 16% are components of the surrounding forests. A total of 176 species were cultivated through seeds, vegetative propagules or transplanted entire individual plants, 71 tolerated, and 23 enhanced. The highest species richness and diversity were recorded in homegardens from the CF zone (199 species), followed by those from the TRF (157) and those from the TDF (141) zones. CONCLUSION: Homegardens provide a high diversity of resources for subsistence of local households and significantly contribute to conservation of native biodiversity. The highest diversity was recorded in homegardens where the neighbouring forests had the least diversity, suggesting that management of homegardens aims at compensating scarcity of naturally available plant resources. Cultivated species were markedly more abundant than plants under other management forms. Diversity harboured and management techniques make homegardens keystones in strategies for regional biodiversity conservation.

Influence of traditional markets on plant management in the Tehuacán Valley.

BACKGROUND: The Tehuacán Valley, Mexico is a region with exceptionally high biocultural richness. Traditional knowledge in this region comprises information on nearly 1,600 plant species used by local peoples to satisfy their subsistence needs. Plant resources with higher cultural value are interchanged in traditional markets. We inventoried the edible plant species interchanged in regional markets documenting economic, cultural and ecological data and about their extraction and management in order to: (1) assess how commercialization and ecological aspects influence plant management, (2) identify which species are more vulnerable, and (3) analyze how local management contributes to decrease their risk. We hypothesized that scarcer plant species with higher economic value would be under higher pressure motivating more management actions than on more abundant plants with lower economic value. However, construction of management techniques is also influenced by the time-span the management responses have taken as well as biological and ecological aspects of the plant species that limit the implementation of management practices. Plant management mitigates risk, but its absence on plant species under high risk may favor local extinction. METHODS: Six traditional markets were studied through 332 semi-structured interviews to local vendors about barter, commercialization, and management types of local edible plant species. We retrieved ethnobotanical information on plant management from ten communities in a workshop and sampled regional vegetation in a total of 98 sites to estimate distribution and abundance of plant species commercialized. Through Canonical Correspondence Analysis (CCA) we analyzed the amount of variation of management types that can be explained from socioeconomic and ecological information. A risk index was calculated relating distribution, abundance, economic value and management of plant resources to identify the most vulnerable species. RESULTS: We recorded 122 edible plant species interchanged in the main regional markets. CCA explained significantly 24% of management variation, spatial distribution and plant parts used being particularly important in management decisions. The indeterminate 76% of variation suggests that management decisions depend on particular variables that are not explained by the ecological and socioeconomic factors studied and/or their high variation in the context at the regional scale. The risk index indicated that management was the factor that mostly influences decreasing of risk of interchanged plant species. We identified Clinopodium mexicanum, Pachycereus weberi, Dasylirion serratifolium, Disocorea sp., Ceiba aesculifolia, Neobuxbamia tetetzo, Lippia graveolens, Litsea glaucescens, L. neesiana, Jatropha neopauciflora, Agave potatorum and other agave species used for producing mescal among the more endangered plant species due to human pressure, their relative scarcity and limited or inexistent management. CONCLUSION: Spatial distribution and plant parts used are particularly meaningful factors determining risk and influencing management actions on edible plant species interchanged in the region. Limited or inexistent management may favor extinction of local populations under risk. Local management techniques synthesize knowledge and experiences crucial for designing sustainable management programs. Traditional management techniques supported by ecological information and environmental management approaches could make valuable contributions for sustainable use of plant species, particularly those becoming economically important more recently.

Landscape management and domestication of Stenocereus pruinosus (Cactaceae) in the Tehuacán Valley: human guided selection and gene flow.

BACKGROUND: Use of plant resources and ecosystems practiced by indigenous peoples of Mesoamerica commonly involves domestication of plant populations and landscapes. Our study analyzed interactions of coexisting wild and managed populations of the pitaya Stenocereus pruinosus, a columnar cactus used for its edible fruit occurring in natural forests, silviculturally managed in milpa agroforestry systems, and agriculturally managed in homegardens of the Tehuacán Valley, Mexico. We aimed at analyzing criteria of artificial selection and their consequences on phenotypic diversity and differentiation, as well as documenting management of propagules at landscape level and their possible contribution to gene flow among populations. METHODS: Semi-structured interviews were conducted to 83 households of the region to document perception of variation, criteria of artificial selection, and patterns of moving propagules among wild and managed populations. Morphological variation of trees from nine wild, silviculturally and agriculturally managed populations was analyzed for 37 characters through univariate and multivariate statistical methods. In addition, indexes of morphological diversity (MD) per population and phenotypic differentiation (PD) among populations were calculated using character states and frequencies. RESULTS: People recognized 15 pitaya varieties based on their pulp color, fruit size, form, flavor, and thorniness. On average, in wild populations we recorded one variety per population, in silviculturally managed populations 1.58 ± 0.77 varieties per parcel, and in agriculturally managed populations 2.19 ± 1.12 varieties per homegarden. Farmers select in favor of sweet flavor (71% of households interviewed) and pulp color (46%) mainly red, orange and yellow. Artificial selection is practiced in homegardens and 65% of people interviewed also do it in agroforestry systems. People obtain fruit and branches from different population types and move propagules from one another. Multivariate analyses showed morphological differentiation of wild and agriculturally managed populations, mainly due to differences in reproductive characters; however, the phenotypic differentiation indexes were relatively low among all populations studied. Morphological diversity of S. pruinosus (average MD = 0.600) is higher than in other columnar cacti species previously analyzed. CONCLUSIONS: Artificial selection in favor of high quality fruit promotes morphological variation and divergence because of the continual replacement of plant material propagated and introduction of propagules from other villages and regions. This process is counteracted by high gene flow influenced by natural factors (pollinators and seed dispersers) but also by human management (movement of propagules among populations), all of which determines relatively low phenotypic differentiation among populations. Conservation of genetic resources of S. pruinosus should be based on the traditional forms of germplasm management by local people.