vendredi 20 février 2026

CRITICAL EXAMINATION OF VARIOUS CONCEPTS RELATED TO SOCIAL SPACE IN ANIMALS

CRITICAL EXAMINATION OF VARIOUS CONCEPTS
RELATED TO 
SOCIAL SPACE IN ANIMALS. 

Jacques P. BEAUGRAND  

E-mail: beaugrand.jacques@uqam.ca

 

ABSTRACT

Concepts of personal sphere, space, distance and field are pure metaphors and do not have any scientific value because they fail to point to concrete entities. These concepts must be swept from ethological thinking and replaced by concrete measurement of physical distances and by experiments carried out on the social, ecological, cognitive mechanisms controlling proximities in animals. Concepts of home range and territory point to concrete relational entities existing within an area defined by a set of objects in geometrical relations with each other, and a subject (individual, pair or group of animals) also sustaining specific relations with objects situated within that area. The specification of the territory requires also the existence of relations between the territory holder(s) and other individual(s) in reference to which defence, exclusive use and putative reversibility can be defined. Although a distinction can be made, in principle, between the concepts of home range and territory, in practice most authors use the terms in an interchangeable manner. The concept of territoriality (or territorialism) is a fuzzy concept, difficult to apply. It is not merely descriptive but carries a whole implicit theory about the functions of preprogrammed intolerance and mutual exclusion of congeners. The concept can be further defined but it becomes restricted in scope to extreme cases. Territoriality is a qualitative variable not rich enough to take into account the great diversity of patterns of spacing found in animals. Territoriality is usually meant to point to patterns of social distancing, defence of an area, isolation (on territory) and these patterns come in degrees. They are parts of a sociosystem which is the result of a balance of cooperation (mutuality) between group members that tends to social and spatiotemporal cohesion and proximity, and competition between them, that contributes to social differentiation and to spatiotemporal incompatibility (i.e. dispersion by distancing, isolation and territorialism). Intraspecific plasticity and the grading of dominance and territorial systems can be understood in the light of such a sociosystemic approach. Variations within a species and among species in the use of space and its defence can be quantified using activity fields, isolation fields and aggression fields (Waser and Wiley, 1979); proximities can be analysed using multidimensional scaling. Ethologists should rather stick to the more objective use of inter‑individual distances. Both in applied and fundamental ethology, precise measures of distances and proximities are needed. 

INTRODUCTION

Science takes space and time for granted, so much that space and time coordinates are used as independent variables. We can admit that space and time are not self-existing objects but a network of relations among factual items, things and their changes: space is an order of possible co‑existents and time an order of successive (Leibniz, 1956). In other words, the thing space is nothing but the collection of spaced things, or the set of things related by their mutual separations. So, strictly speaking, one speaks of space in a conventional manner and, a fortiori there is no such thing as a social space.

Applied and basic ethology are not preoccupied by space in itself, but by separation or contact between individuals or objects as the result of animal activity and behaviour. The concept of social space which has recently appeared in the ethological vocabulary has to be understood as referring to a very general spatial framework in which separation, distance, proximity or even contacts between individuals, or between them and valued objects, are the result of control behaviour aiming at searching or restricting proximity and contact. Although distances are truly physical distances, measurable in terms of physical units, they are qualified of social, because they are maintained and brought up by social behaviour.

Social space can be used as a very broad concept referring to any area delimited by familiar objects or defined in reference to the concerned subject(s), the intrusion of which area may or may not be tolerated according to the social context or may even be searched in certain circumstances. In the first case, excessive approach within a minimum distance that an animal attempts to keep between itself and others, or between some valuable resource and other, congeners can trigger behaviour having for consequence to put more distance between them. In this sense, the concept of social space covers more traditional concepts used by ethologists to qualify and describe patterns of space use in animals, including the already well encrusted but nevertheless problematic concepts of home range, territory and territoriality. Though these concepts are of a very limited application in studies carried out in battery cages and other industrial settings, they nevertheless still contribute to the background of such studies. The concept of social space also covers the less known concepts of personal sphere, space, distance and field. These concepts concern the portable space of interacting individuals and are en vogue among ethologists because their illusory relevance to applied and restricted settings when compared to concepts such as home range and territory which have evolved from ethological studies carried out on free ranging animals. 

In any case, in order to be valid, scientific concepts such as the ones at hand must have a definite connotation, and their extensional vagueness must also be kept minimal.

Ethology, which is an empirical science, is particularly interested in concepts referring to concrete (though perhaps hypothetical) existents. Not all constructs occurring in factual science have factual reference. Logical concepts such as "not" and "set" have no such reference. But concepts which are meant by scientists to refer to concrete things (i.e., which are not solely formal objects) must at least have the possibility to exist on their own, i.e., independently of their being perceived or conceived by the researcher. Otherwise, they contribute to untestable theories about ghosts.

The present paper is mainly concerned with a critical examination of the concepts just mentioned which are related to the use of space in animals. After having very briefly reviewed the essentials of each concept, we will examine their logical coherence, scientific validity and usefulness in applied settings. The study of spacing in animals can also be undertaken by adopting a sociosystemic perspective: active monitoring by individuals of proximity or distance between them and other congeners becomes understandable in terms of cooperation and competition which contribute to the formation of more or less connected social structures. Adopting such an approach can de‑emphasize the importance of territoriality in accounting for spatial patterns. Such an approach is presented in the appendix. The measurement of concrete distances between individuals and of differential occupation or frequentation of sites by individuals remains the basic scientific operations from which all concepts related to the use of space gain their support. Some quantitative instruments, mainly due to Waser and Wiley (1979), for the specification of obtained patterns of spacing among individuals and between groups are for that purpose introduced in the second part of this paper.


REVIEW OF THE MAIN CONCEPTS AND CRITICAL EXAMINATION

Portable individual space and related concepts


The tendency of animals to space relative to congeners is an extremely general feature of social behaviour. Individuals keep their distance from each other as if there existed a critical distance, a sphere or bubble surrounding each individual and moving with him. The intrusion or penetration of the restricted area can trigger behaviour, sometimes of the aggressive type, having for consequence to restore a more respectable inter-individual distance. The regular spacing of birds perched on a roof or wire illustrates the existence of a minimal distance that can be tolerated between two individuals of the same species, but at the same time a search for proximity. That stimuli releasing aggression are never simply those from congeners, but always include an inter-individual distance component reinforces this idea of a restricted personal space. Alternately, some animals may be free to enter such areas under some occasions but not on others. Individuals of one species that keep their distance during the day may huddle at night, or on especially cold days. Males may tolerate the proximity of females and juveniles but be intolerant to the approach from other males in the group. Nevertheless, sociability in animals is evidenced by individuals not distributing evenly when allowed to disperse over an area of uniform quality, and by having a definite tendency to aggregate and to synchronize their activities. 

Several concepts were proposed by Hediger (1941, 1955) and McBride (1971) to take into account these regularities. McBride (1971) has proposed that each solitary individual or isolated affiliated group on its home range maintained and defended a personal sphere by preventing others using the same area from approaching within a certain distance in any direction. This personal sphere would be portable with the individual or affiliated group. For McBride (1971), "this is the home range system, where an undefended range is used, but only the portable personal sphere is defended against intrusion". When the species concerned lives in groups, or is a gregarious one, spacing is still present within the group, with individual maintaining personal fields (McBride, 1971) and avoiding entering the fields of neighbours. The personal field was originally called a social force field by McBride (1964). According to him, these personal fields do not necessarily have an equal radius in each direction as do the personal spheres, but are, for poultry at least, well developed directly in front of the face. This was demonstrated in a flock of domestic hens, where most of the birds' movements were concerned with avoiding the personal fields of dominant neighbours (McBride et al., 1963). The spacing of the heads was more regular than it would have been under random spacing and birds seemed to avoid each other's facial aspect. To "simplify" terminology, the concept of personal area was proposed by McBride (1971) to refer to either the personal spheres or fields.

The concept of personal distance was also introduced by McBride (1971) and it was meant to refer to the distance from an animal to the limit of its field or sphere. Another concept, individual distance can be found in Hediger (1941, 1955), McBride (1971) and Conder (1949), to refer to the minimum distance that an animal routinely keeps between itself and other members of the same species. Each species would have a characteristic minimum distance that can be measured when animals are not on their territories. The animal would enforce the spacing by either retreating from the encroaching neighbour or by threatening it away. Individual distance is not to be confused with another concept, the flight distance, defined as the minimum distance an animal will allow a predator to approach before moving away (Hediger, 1950).

The concept of social distance was defined by Hediger (1963) as the maximum distance an animal will move away from its group of belonging. Gregarious animals normally live in a living space situated between the personal fields of neighbours and within social distance. Basically, it is then the observance of these two distances which gives, according to McBride (1971), the characteristic spatial architecture to a group of animals in any period of their life. Wilson (1975) and Zayan et al. (1983) do not respect the original meaning given by Hediger (1963) to social distance and they use it in the sense of (inter‑)individual distance, a concept that was previously defined. 

What is the scientific status of these concepts? Concepts such as personal field, personal sphere, personal area and distance, as used by McBride (1971) and Hediger (1963), do not refer to concrete entities. They are concepts conceived to schematize recurrent patterns implying that individuals seek or avoid contact with each other, or control proximity. But, evidently, there is no such physical or biological thing as a personal space, field or sphere moving around with the individual. These are metaphors. Even their authors were perfectly aware that they were proposing analogies. But users tend to ignore this and use these concepts as if they referred to real things. For McBride (McBride et al., 1963) it seemed clear from the kind of evidence presented above from poultry that the presence of another individual constitutes a social force on its neighbours. But the word force was used by McBride to mean that there was a measurable effect on behaviour of neighbours, that it diminished with distance and was maximum directly in front of the head. A possible analogy proposed by McBride was then to compare this gradient with the fields of magnetic force associated with a single pole of a magnet. But the use of the term field borrowed from physics had the implication that there exist things (and what things?) like physical fields of force; but it did not give any indication concerning the nature, structure, and the measurement of the field itself.  The analogy is not fruitful for ethology because it does not cover the original concept, does not suggest either fruitful new problems, except the futile challenge of finding ways to test for the existence of ghosts and to measure them, and cannot be assimilated by a scientific theory of any sort. These concepts give the appearance of a scientific approach, but their virtue is, alas, to cover our conceptual indigence.

The use of superficial analogies is also dangerous. It is that under apparently innocuous schemata are left buried deeper explanations which are now absolutely essential for understanding animal spacing and to solve husbandry and welfare problems. For example, it hinders the recognition that distances maintained between individuals, which can be measured concretely, vary greatly according to the recent histories of the encountering individuals, as well as to the context in which the encounter occurs.

Enough metaphorical comments have been made in the literature concerning the so‑called causes of personal distance, field or sphere, namely, perception of a conspecific as being too close or too far, behaviour towards a conspecific where proximity is tolerated or refused (Zayan et al., 1983). These mechanisms have to be studied and clearly identified when possible. If they remain unobservable, a theory about them and capable of accounting for these observed regularities has to be worked out and tested in the search for deeper regularities.

Simply sticking names on superficial regularities may be satisfactory for descriptive and taxonomic purposes, which was the principal programme of early ethologists. But, modern ethological science aims at understanding spacing mechanisms, their ontogeny and evolutionary history and this knowledge is of primordial importance for sound behavioural intervention and rationale engineering of rearing conditions in zoos and industrial settings. Deeper regularities are to be searched for.

The concept of individual distance as defined by Hediger and McBride, suffers from comparable shortcomings. As used by these authors, the concept of individual distance implies for them a mechanism of segregation explaining the minimum distance that is actively kept between two individuals. It supposes the existence of a critical distance, a minimum distance that an animal attempts to keep between itself and other congeners, the trespassing of which can trigger aggression. These assumptions could be part of a whole theory accounting for regularities observed in the spacing out and selective occupation of area. However, the present author is not aware that such a theory was ever articulated. Moreover, the concept of individual distance cannot be used simply as a key‑word referring to a whole series of mechanisms, since it could only refer to the results of these mechanisms. It could at most be used as a purely theoretical concept, in a manner similar to the concepts of mean and variance in the statistical language, to characterize patterns of recurrence within the spacing of individuals. The concept of individual distance, as Hediger and McBride accept it, is again a pure metaphor, not pointing to a concrete entity, and not used as theoretical schemata. It has no descriptive value, let alone an explanatory one. Such typical and regular distances effectively maintained between congeners, are the things to be explained, not explanations in themselves.

Moreover, individual distance, if used in this last acceptation, is simply a misnomer (Zayan et al., 1983): distance is, by definition, a relation between two points or individuals and not an  intrinsic property or state. Being a relational variable of different entities holding different positions, distance is inter-individual. The concept of (inter‑) individual distance could be more useful if it simply referred to the measurable distance between two individuals, without any reference to specific typical value for each subject.

 The concepts of home range, territory, and territoriality

 The home range

Nearly every animal spends its life in a circumscribed area, called its home range, except while dispersing or migrating. In field studies, home ranges are mapped by following an animal or group of animals about and plotting their movements on a map or by plotting the various locations where they have been sighted. The outermost points on such a map are then connected to form the smallest possible convex polygon, which is operationally considered the home range. Home ranges seem to have internal structure. Some parts fulfil habitat requirements better than others, and animal movements reflect this heterogeneity. Areas of intensive use, or core area, are centred around sleeping sites, high quality food patches, and water points, and nesting sites, which are the principal resources required by the animal. The home range of many animals, particularly mammals, consist of relatively few core areas interconnected by a network of narrow pathways.

One metrical problem with home range is that when polygonal maps of such home ranges are drawn from field observations, the ranges of neighbour animals or groups often appear to overlap, except for the core‑area. Home range maps based on polygonal or elliptical methods do not convey a true picture of how space is being used. Some authors have tried to circumvent the problem by obtaining convex polygons for different criteria of frequency‑use (Dunn and Gipson, 1977; Michener, 1979, 1981; Anderson, 1982; Bowen, 1982; Bekoff and Wells, 1982). For example, Bekoff and Wells (1982) calculated the geometric centre for each coyote of their study and obtained different polygons representing the area encompassed (outward from the geometric centre) by 25%, 50%, 75%, 90%, and 95% of the total locations as well as the area defined by all (100%) locations at which individuals had been sighted. Another way to circumvent such problems is to conceptualize home range simply as an objective activity field (Waser and Wiley, 1979) or as a space use map or plot. These concepts are to be covered in a forthcoming section of this paper.

The concept of home range has been applied to free ranging animals such as the sheep (Hunter and Davies, 1963) and the feral domestic fowl (McBride et al., 1969). But it is evidently not very relevant for welfare studies carried out in restricted or industrial environments.

The territory and territoriality concepts

In the earliest accounts, a territory was recognized as the locus of positions in which a resident animal won agonistic encounters. When a territorial individual met an opponent beyond this locus, it either had to retrieve against another territorial individual itself in a situation of residence, or the issue was left unpredictable (Howard, 1920; Nice, 1941). This was most obvious when there was aggression manifested against intruders. However, in many instances it is believed that animals maintain exclusive areas by less overt behaviour. Many carnivorous mammals avoid each other by detecting the presence of scents deposited by resident individuals and may very rarely or even never meet.

The definition of the territory seems to pose a real problem to the ethologist. A variety of definitions of the territory and of territoriality have been proposed. Definitions of either fall in two broad categories, whether they refer or not to the behavioural mechanisms by which exclusiveness or at least non‑random distribution of space is obtained.

Here are some examples: "A territory is any defended area" (Noble, 1939); a territory is an "exclusive area" (Schoener, 1968) or a "fixed, exclusive area with the presence of defence that keeps out rivals" (Brown and Orians, 1970); territorialism is "defence of a resource by fighting or displays" (Krebs and Davies, 1981).

Some definitions do not refer to behavioural mechanisms; they are of the ecological type. For instance, Pitelka (1959) emphasized that territory is primarily an ecological phenomenon, and defines it as "an exclusive area, not merely a defended one...". Pitelka was primarily concerned with the economic functions of territory, namely by the exclusive use of resources contained by the territory, and the dispersion of competitors; he dismissed as irrelevant the mechanisms by which exclusiveness is maintained. A similar definition was recently proposed by Davies (1978) who recognizes the existence of a territory "whenever individual animals or groups are spaced out more than would be expected from a random occupation of suitable habitats".

To these complementary points of view adds a third one concerning the function of territories. For example, despite the apparent diversity of territorial behaviour, Wilson (1975) maintains that its function is simply to defend a particular resource. The adoption of this functionalist approach allowed him to recognize five major types of territory.

Type A. The "all purpose" territory. This is a large, defended area within which sheltering, courtship, mating, nesting, and most food gathering activities occur (e.g., benthic fishes, arboreal lizards, insectivorous birds, some small mammals).

Type B. The breeding territory. It is a large defended area within which all breeding activities take place but which is not the site for most food gathering (e.g., night-jars, reed warblers).

Type C. Nest defence territory. A small defended area around the nest of colonial birds (e.g., ibises, herons, gannets).

Type D. Mating territories and leks. Pairing and/or mating territories having a seasonal character (e.g., dragonflies, lek birds, Uganda kob).

Type E. "Home" territory. These territories are centred around roosting and shelter locations (e.g., bird dormitories, roosting place in the domestic pigeon).

Such a classification fails to grasp the full range of variability that exists. Some of the dimensions along which territorial forms of organization can be said to vary are the following: individual territory versus pair or group territory; defended versus non‑defended territory; exclusive versus non‑exclusive occupancy; feeding versus non‑feeding territory; mating versus non‑mating territory; rearing young versus non‑rearing; fixed versus floating territories.

For several authors, the home range includes the territory which, in this case, corresponds to the core area of the home range. For others, the basic distinction relies in the fact that the home range is not defended when intruded, while the territory is. Finally, for McBride et al. (1969) the territory and home range of feral fowl can perfectly overlap in some cases, depending on the phase or reproductive state in which the animals are at a given period of the year. 

 
CRITICAL EXAMINATION

    The concepts of home range and territory refer to concrete entities but, these well encrusted concepts are not used without causing major conceptual problems which boil down to their lack of sharpness. In addition, the concept of territoriality shows much ambiguity. 
    As a first consequence, there is practical confusion when it comes to report factual observations concerning the home ranges and the territories of individual animals or groups of animals.

    Although most authors agree with a distinction of principle between the home range and the territory, when it comes to distinguish between them in the field, it is failure. The home range and the territory are one and the same, the terms being used in an interchangeable manner. When one of these spatial system is reported there is a possibility that the use of the term home range or territory is simply arbitrary. Moreover, investigators have a clear tendency to be inclusive and do not hesitate to reduce all activities to territorial ones, as if pruning down to the home range at an early stage of a research project could lead to the loss of some important knowledge for posterity.

A distinction of principle can easily be established between these two concepts. Both have concrete connotations and are factually referential. The home range and territory are composed of sets of physical or biological objects in physical relation with each others, delimiting a "space" which can be three‑dimensional. For the ethologist, both the home range and the territory correspond to some piece of land, area over water, volume in the forest or in the sea, in which the individual animal, pair or group of animals spend most of their time at a given period of their life. But, specifying the home range does not require that the area be defended and whether or not it is of exclusive use. It is simply a concept accounting for special (e.g. frequentation) relations that an individual (or group) entertains with a given area.

 The home range can be represented by a triplet accounting for 1) a set of physical objects in spatial relation with each other and defining a spatial reference frame (i.e, the "space"); 2) a subject animal, pair or group of animals frequenting the home range; 3) a set of relations bounding the individual (or pair, or group) to some physical objects situated within the spatial reference frame. A comparative criterion of some kind can be used to decide whether one locus is part of the home range or not. 

Specification of the territory is more complex. It requires, in addition to the elements already required to specify the home range, an element of comparison between individuals of the same species. In order word, the territory is an area with which an individual (or group) enjoys privileged connections when compared to other areas as well as other individuals. Usually, we say that the area or space is defended or else used in an exclusive fashion by its owner(s).  Defence and/or exclusive use, which are special kinds of social relations, can only be defined with reference with other individuals of the same species (if, evidently, intraspecific territoriality is concerned).

So, in order to make a scheme of the territory, two terms must be added to the triplet modelling the home range: a fourth term must be used to represent other individuals in competition for the same space, and a fifth term to represent social (and anti‑social) bounding relations existing between the territorial individual (pair or group) and other competing ones.

The terms home range and territory be used in a more rigorous fashion. The term home range should be restricted to the designation of an area whose map corresponds to some criterion of frequentation obtained by valid sampling of the positions of the individual, or by duration of frequentation of the various space units in which the whole area of study has been partitioned. But, since by essence home range is a range, information about the structure of space utilization cannot be conveyed fully. Even the application of successive criteria for area encompassing various percentages of the locations frequented by the animal cannot deliver rich information about how the animal uses the total available area. In addition, since the concept of home range is of totally irrelevant use in welfare studies carried out in restricted and industrial environments, and even of poor application to free ranging domestic animals, the present author suggests to abandon the home range concept in favour of Waser and Wiley's (1979) activity field which will be covered in the second section of this paper.

      To this difficulty of distinguishing between the home range and the territory coincides another problem concerning the vagueness and ambiguity of the concepts of territory and of territoriality, which justifies the next section.

Attempt to elucidate the concept of territoriality 

Brown and Orians (1970) have suggested that Noble's definition of territory as showed much flexibility by its simplicity, and most ethologists adhere to this simple definition of the territory as any defended area.

 It is very deceiving to realize that some concepts in ethology get their strengths from fuzziness, ambiguity and over applicability. As is the case with the definition of dominance, the simplest definition in terms of aggressive interactions may not be the most useful one for a becoming science.

Clarification and sharpening of the concept of territoriality or territorial behaviour and territory are badly required. It seems logical to the present author that clarification of the concept of territoriality has to be completed before that of the territory. After all, the map of the territory, although very rarely drawn, can only be obtained after having recognized a series of loci where some state of affair, duly qualifying as territoriality, has been obtained.

Elucidation of the concept of territoriality can be done by interpretation: what does territoriality mean in a given context, what does it stand for, i.e. what is its designatum?  The intention of the concept of territoriality is the set of properties characterizing living beings showing (in their behaviour) territoriality, e.g. site tenacity, advertisement, overt defence, successful exclusion of intruders and exclusive use. The extension of territoriality is the set of territorial living beings.

But, while trying to elucidate the concept, one realizes that territoriality is not always the mere conclusion that an animal shows precise properties. Although it should be that kind of conclusion, territoriality is also a concept related to the motivation of behaviour and thus of the level of the explanation, rather than of a purely descriptive one. The concept seems to have acquired an explanatory value in itself. In this case, a theory about preprogrammed intolerance and mutual exclusion of congeners, basic individual and reproductive space needs, and the like, is mistaken for a concept summarizing the (hypothesized) behavioural manifestations of these, namely territoriality.  As for many other concepts in ethology (e.g. at the taxonomical level), the concept of territoriality is supported by an implicit theory about its teleonomical function or selective value of being territorial.

To elucidate or to sharpen the meaning of territoriality one can increase its earmarks. Ambiguity and vagueness can be reduced if the terms are further defined. But definitions cannot, of course, eliminate whatever ambiguity and vagueness there is in the primitive symbols. For instance, one has to choose the primitives.

Recent contributions from sociobiology and eco‑ethology have shed new lights on the evolutionary origins of several forms of social organizations, including territorial ones. However, by proposing different primitive concepts for explaining sociobiological regularities they have also contributed to create in the animal behavioural sciences a momentary state of ambiguity and confusion, because primitive concepts and mechanisms belonging to different levels of reality were alternately and sometimes simultaneously proposed to explain a given regularity. A choice must be made between the primitive concepts corresponding to different levels of reality.

The intuitive idea about levels is simple: the things at any given level are composed of things belonging to the preceding levels. Thus ecosystems are composed of populations, which are composed of organisms, which are composed of organs, which are composed of cells, which are composed of organelles, which are composed of molecules, which are composed of atoms, which are composed of so‑called elementary particles. Each level has its own laws, rooted into laws of the preceding ones. For example, the behavioural level, behaviour being the action of individual organisms participating to sociosystems, constitutes a level of reality ontologically anterior to the ecological level, in the sense that behavioural or ethological laws support ecological regularities or laws. Levels cannot act upon another. In particular, the higher levels cannot command or even obey the lower ones. So, all talk of inter‑level action is elliptical or metaphorical, not literal. 

To be consistent with such an ontological principle, one has to select a given level of discourse. With reference to territoriality, basic ethology has mainly relied on behavioural propositions, not demographic or ecological ones, and the regularities they study are special productions of the CNS, namely behaviours. This is not to say that individual organisms are not influenced by fluctuating elements of their environment. But the laws producing such demographic and ecological fluctuations are surely not the ones that could also cause changes in the behaviour of the organisms under study.

So, at the ecological level, spacing out patterns of populations not conforming to a random occupation of suitable habitats may or may not be called territoriality by ecologists; it is a question of ecological terminology. While some cases of non‑random occupation can be explained by behavioural territoriality, other cases of non‑random distribution can surely also be explained by some alternate behavioural mechanism, e.g. social attraction, pace Davies (1979).

True territoriality, when defined in terms of behavioural events, requires that stringent conditions be satisfied in order to eliminate rival explanations. That one individual successfully chases an intruder from an area can be explained by differences in familiarity with the given area, prior residence, differences in size and strength, the expression of an already established dominance relation between the pair members, individual recognition, &c, and is thus not a sufficient condition to declare that territoriality is at work.

Five behavioural criteria must be realized conjointly in order to declare that true territoriality is present: First, individuals must show site tenacity to a given area. This is to distinguish territoriality from mere personal defence when approached, or from the defence of a valuable mobile resource such as a mate, a young, a food item that happens to be in the area. Second, there must be defence of the site (Noble, 1939). The proposition to defend a site is more easily said than shown. It is in itself non‑observational and has to be constructed, by the interpretation of the raw empirical data, into a theoretical proposition. When we say that an individual animal defends a given space we implicitly declare that the individual residing within a given space manifests aggressive behaviour toward a category of congeners considered as intruders, and that it has for result (at least in a majority or modal number of cases) that intruders leave the defended space while the resident stays. It is not at all desirable to add any speculation about the "intentions" of the defender, which are not verifiable publicly. These conditions have to be strictly realized in the observations to be in a position to declare that one individual defends a given area. The question, however, remains whether a fixed space was defended, or only an area set in relation to a more or less mobile defender or defended valued object (e.g. mate, nest, young). A third condition for the existence of true territoriality is that the individual's presence in the area be advertised. Overt defence (attacking, chasing intruders) or display identifies the site holder and makes him conspicuous to rivals (Brown and Orians, 1970). A fourth condition for the existence of territoriality is that the territorial animal putatively excludes potential competitors from the defended area. The holder (an individual, a pair, a family or a whole group of animals) must have exclusive use of the defended area (Emlen, 1957). Finally, as fifth condition for true territoriality, putative reversibility of exclusion must occur when the resident becomes an intruder for an adjacent site‑holding conspecific (Tinbergen, 1953; DeBoer and Heuts, 1973; Zayan, 1974). In the fish Hemichromis bimaculatus, territorial defence could be induced at will by alternatively provoking intrusion into each of two fish's residence area (DeBoer and Heuts, 1973). This specific‑area‑linked dominance has to be realized in order to declare the existence of true territoriality in a given situation. In several species of fish the present author as tested, including Xiphophorus helleri, Salvelinus fontinalis, Trichogaster trichopterus, reversibility cannot be obtained. Zayan has also failed to show reversibility in the domestic fowl in experimental conditions.

The application of such strict criteria for true territoriality sharpens the concept but has for inevitable consequence to greatly reduce its scope. True territoriality, as defined from these earmarks, becomes restricted to extreme situations, and probably very rare ones.

What happens with other cases in which one or more of the above-mentioned conditions were not satisfied? Are these also manifestations of territoriality? The answer is no.  The concept of territoriality refer to a global property that is qualitative, i.e. the concept refers to a property variable taking a value of 0 when not territorial or 1 when territorial. Intuitively and in the everyday use, the concept of territoriality is used to cover various patterns of social distancing, territorial defence, isolation (on territory) and appropriation or defence of resources momentarily fixed both in space and time. As rigorously defined above, the qualitative concept of territoriality is surely inappropriate to account for such a variability.

A possible avenue to explore as a solution would be to consider the properties used to define the concept of territoriality as variables. These "qualities", the concept is supposed to cover in the everyday ethological language, can be found realized to various degrees in nature. They exist in determinate amounts and in space‑time as characteristics of the relations animals have with each others and with objects in their environment. True territoriality, as defined above, would correspond to the conjoint and full covering of these variables but in their extreme value. But, situations where only partial and incomplete covering of the criteria is obtained should not qualify as territoriality and should simply be referred to as social spacing or preferably social distancing, which are more generic concepts referring to a continuum of realities of which territoriality would be a special case.

Applied ethologists are much concerned by space requirements in terms of properties of habitats and proximity of congeners. The concept of territoriality is simply not relevant for intensive situations in which ethologists try to solve welfare and productions problems. True, territoriality in the weak sense of a defended area has been reported in older bulls (Kilgour and Campin, 1973) and Soay sheep (Grubb, 1974) but these are the very rare cases reported. Even so, overt aggression observed in these cases and interpreted in terms of defence of the area could well be explained by other factors.

  It is obvious that an investigation of spacing obtained by social behaviour can no longer be reduced to the naturalistic tenet that individual areas are basically the result of territorial control (Zayan et al., 1983). 

    Spacing systems are part of social systems. As stressed by Zayan et al. (1983), spatial relations are full components of social systems and should be discussed in the light of cooperation and competition which are the basic forces fashioning social systems, a view already announced in McBride (1971), and that we have presented in Appendix A. 

Conclusion

The conclusion is methodological. Ethologists should measure more often. Precise measures of distance, especially between individuals, are badly needed. In the field of animal welfare, specific evaluations of physical space can be made, e.g. cage dimensions and actual distances between cage mates. Needless to say, a full account of social space requires that both the behavioural and cognitive processes of spacing be also investigated. Concepts such as personal space, personal sphere and fields have to be discarded as potentially useful for the science of behaviour. The concept of home‑range can be used to refer to a map obtained from the transposition over a geographical representation of an area, of objective and specific measures of frequentation of the various loci (or quadrats) that are part of the area. However, the territory is more difficult to delineate or to characterize. In principle, the concept of territory can be used to refer to a map obtained in a similar fashion for points or loci neatly satisfying the criteria of territoriality. However, we have seen that the concept of territoriality is a fuzzy concept, and as used in the ethological literature, difficult to apply. These concepts are not rich enough to cover most cases of space use and their too more or less rigorous application in research cultivate the danger of concealing, under apparent conceptual conformity, mechanisms that have highly different evolutionary origins. On the other hand, those concepts related to the mobile individual space are analogies and furnish only a very superficial schematization. They should be replaced by more profound explanations, based on the cognition and experience of the individual animal and grounded by concrete the measurements of distances between individuals among themselves, distances between individuals and valued resources, and of use of specific sites.  Waser and Wiley (1979) have proposed to abandon the search for a unitary definition of territoriality, and instead, to address the variation among species in relationships of aggression, isolation, and activity fields, which are measures of space utilization, showing more flexibility, coming in degrees and thus more readily quantifiable. These concepts, which are of the metrical level, can be used to substantiate theoretical concepts, serve as indices for them or, as more usually said, serve to render them operational. A concept of spacing, defined in terms of site frequentation, exclusive access, site defence and inter-individual distance, would have the definite advantage of being in a position to refer to graded properties of social systems and thus to be represented by magnitudes or quantities.




APPENDIX A

 

QUANTIFICATORS

Activity field

 The distribution of an individual's time as a function of location. The word "field" is used by these authors in its mathematical acceptation as a function of position in space measured in a rectangular coordinate system. The value of an individual's activity field at any point is the proportion of time spent there in all activities. If the position of the individual is sampled at regular intervals, then the value at a given point is the proportion of samples in which the individual was noted being there.  The easiest way to obtain such a distribution is to superimpose a grid over the presumed home range, pasture, battery cage or fish tank. Continuous data and instantaneously sampled data have been transformed into maps of intensity of frequentation by noting tracks left in sand traps, by direct observation and tabulation, by computer using photos taken at regular intervals and read over a digitizing tablet, or animals directly followed with the aid of joy‑sticks, paddles and other convenient computer devices. Detailed activity maps can thus be rapidly and efficiently obtained for each individual in a group, for adjacent cage or territory holders, for whole groups of animals. The boundaries of this field can be taken to delimit the individual's home range or activity space, but without losing essential information about the structure of frequentation of localities and network of pathways. Alternatively, such a field could include only particular activities of importance to resource use, for example time spent foraging. An activity field pertaining to an individual's use of a particular resource is sometimes called an utilization distribution as suggested by van Winkle (1975). One major problem is to decide of the proper quadrat size; this question is discussed by Waser and Wiley (1979).

Isolation field

The relative exclusiveness of an individual's use of space as a function of location further defines an isolation field (Waser and Wiley, 1979). The value of an individual's isolation field at any location, is the ratio between the time spent by the subject at that location and the time spent by all individuals including the subject at the same location. If instantaneous sampling was used, frequencies of occurrence at a given location are substituted to total periods of time. This ration varies from 1, when the subject has exclusive use of the location, to zero, when it never uses the location but others do. Isolation fields are obtained for each individual and thus describe their pattern of exclusive use, and in combination with activity fields and information on resource distribution within the studied area, can give good indications on the degree to which each individual monopolizes access to resources. Individual isolation fields are thus obtained by comparing the activity field of one individual to the total activity field of the group or at least focussed individuals.


Aggression field

Wiley (1973) proposed the measurement of a third field, the aggression field. As we know, an individual's reaction to an approaching conspecific depends on several factors such as the state of the reacting individual, the identity and apparent state of the approaching individual, the distance separating the two and the absolute location of the encounter. The concept of an aggressive field can help to understand the influence of several of these determinants if they are known to the researcher. The value of an individual's aggression field at any location is defined by the proportions found there of attacks or retreats initiated by the concerned individual. By noting in which quadrats are situated both aggressive interactors, it becomes possible to obtain the aggression field for a focal animal; also, information about the absolute location of the encounter, the proximity of actors from each other or from a fixed resources, as well as the identity of the target individual can be obtained by partitioning the original observations. I am not aware of any work published having measured in detail the aggression field as defined by Wiley (1973). Perhaps van Iersel (1958) came closest by determining the decline of aggressive behaviour of male sticklebacks toward a standard opponent as distance from the subject's nest increased. In some way, the aggression field of Wiley (1973) is an operational definition of McBride's personal field. The measurement of individual aggression fields is of particular relevance to researchers interested in social and space requirements in industrial cages as well as in the disposition of water nipples and feeding‑trough. One can also imagine several other specific behavioural fields based on the ratio of presumed opposed tendencies, such as cooperation versus rivalry.   Inter‑individual spatial relations.  How are the individual's activity, isolation and aggression fields related to those of its neighbours? How can we say that the concerned field is not random? There are several ways to answer these questions. Some are presented by Waser and Wiley (1979). The only thing I can do here is to explain the essential of some of these techniques.

 Dispersion of individuals

Methods for measuring the instantaneous dispersion of individuals, particularly those based on nearest‑neighbour distances are well known and were imported from plant ecology. By comparing the distribution of nearest‑neighbour distances with that expected from a set of randomly positioned points, groups or populations can be classified as over dispersed (when close spacing is more frequent than expected by chance alone), random or aggregated (when close spacing is less frequent than predicted by a uniform distribution). 

Independence of movements

In some cases it is relevant to know whether two individuals or two groups of individuals are attracted to each other or avoid systematically. If inter‑individual or intergroup distances are sampled at regular time intervals, the relative probabilities of approach or withdrawal can be calculated as a function of intergroup or inter‑individual distance (Waser, 1976). These data can be contrasted to specific hypotheses predicting frequencies of encounters to a specified separation by using, for example, a statistical model of a perfect gas having known density and velocity (refer to Waser and Wiley, 1979 for full details). Other statistical techniques are also available. Essentially, comparison of observed and expected frequencies of approach at given distances can determine whether or not avoidance occurs, as well as the radius of avoidance, if such a radius exists (Waser, 1975b, 1976).

 

Spatial overlap

    The simple measure of the spatial relationships of activity fields is the percentage of individual home range overlap. Indices of overlap that takes intensity of use into account should include measures of overlap in the use of quadrats of the activity fields concerned. A numerically simple index was suggested by Holmes and Pitelka (1968) based on differences in proportions of use of each quadrat.  Another is Pianka's measure of overlap (Pianka, 1975). But, the only index of overlap so far used for intensities of quadrat frequentation is the Pearson product‑moment coefficient of correlation.  Similar indexes can be calculated for individual isolation fields.

 

Group configuration

The concepts of activity, isolation, and aggression fields can at most serve to process and to condense original observations. They have more in common with matrices and summary tables than with concepts which are part of theories. In other words, they are instrumental concepts referring to ways of condensing observations; they do not even point to forms of regularities and, still less, they do not have any explanatory pretension as the concept of territoriality did, at least implicitly. This might be a reason why these metrological concepts cannot replace the concept of territoriality. Only refined data are subjected to interpretation and only such refined information can be fed into a theory in order to test it or to derive further data. There are several other instruments which can be very useful to visualize global tendencies when it comes to the comparison of several "fields" from different subjects. Multidimensional scaling is one of them. Multidimensional scaling, or MDS for short, is a set of mathematical techniques that enable the researcher to uncover the "hidden structure" in data. It is simple matter to take a map and to fill an entry in a table of distances between two cities. One just applies a rule on the map and multiplies by the scale of the map. Now, suppose you only have the distances between cities, as is the case with research results from which the researcher wants to obtain a spatial configuration taking into accounts proximities between individuals. The map can be easily obtained with MDS, even though measures contain considerable noise due, for example, to repeated measurement under non optimal conditions. In addition, a map can be obtained from proximities or distances for which it is not known in advance whether a two‑ or three‑dimensional representation will be adequate. A solution using a least‑square monotonic regression is most often used in order to obtain the best configuration that fits the original data. Results obtained from recent experimental work on fish can serve to illustrate the application of MDS to spacing patterns. In a recent research (Beaugrand et al., 1985), 16 populations, each of 4 male and 4 female green swordtail fish were observed in 54 litre tanks separated into two unequal volumes by a partition allowing swimming from one volume to another only at the surface. Each population was observed on 2‑4 occasions, making a combined total of 50 observation periods of 2 hours each. Each aquarium was gridded into 12 sectors and 8 samples of instantaneous positions were taken each day at 15 minutes intervals. The tridimensional coordinate of the position of each individual were simply noted. A distance matrix was obtained for each sample by taking the differences between the positions of each pair of individuals in the tank and by transforming these differences into distances by the application of the theorem of Pythagoras. These upper right half matrices of inter-individual distances, one for each sample, 8 per period of observation, for 50 periods, had to be summarized in some way to reveal the general (spatial) configuration of the group. MDS was applied to these matrices and a one‑dimensional representation realized a satisfactory stress of 0.10. A three‑dimensional representation is presented in the next Figure for the sake of visual clarity (final stress of 0.002).


The obtained configuration supports the following social and spatial regularity that was, anyhow, confirmed by more conventional manners: the alpha male and the four females form a first group in the large compartment of the tank, while the three subordinate males form a second group in the small compartment. This spacing‑out pattern emerged with neat regularity from the data and was apparently caused and maintained by aggressive behaviour, especially by charges, initiated by the alpha male toward male rivals. However, it is clear that the behaviour of the alpha male should not qualify as territorial defence, since specific‑area‑linked dominance was never realized in this study. Moreover, spatial proximities between the various males and females in this study correspond perfectly with epigamic proximities between the males and the females, and with agonistic distances among the various males. Epigamic proximities were obtained by weighing frequencies of sexual displays initiated by the males toward the females; epigamic behaviours such as copulation attempts were given more weight than others such as sexual pursuits at a distance. It was found that the alpha male was responsible to 80% of all sexual activity and had privilege to behaviour leading to insemination with a high probability in 85% of the cases. In that sense, the alpha male was much more in proximity of the various females than the other males. When a similar weighing system was applied to agonistic behaviour among the males, agonistic distances obtained between males corresponded to the distances that had been obtained from repeated sampling for spatial positions. The same experiment was carried out with two compartments having the same volume and essentially the same regularities were obtained with the following exception: the spatial association of the alpha male with the females was found to be site independent.    

                                                          APPENDIX 2

Sociosystem

A set of socially linked or connected animals can be considered as a sociosystem. Social links, bonds and connections are special cases of social relations, but unlike a mere relation, a connection makes some difference to the thing to which it is related. If a link holds between two individuals, then at least one of them will behave differently from the way he/she would behave if not so coupled. When a connection affects two group members, it implies that one of them, or both (reciprocally), act upon the other and can, potentially at least, modify the latter's behavioural trajectory. This is the basic notion of behavioural influence. A sociosystem also includes connections with the environment; its immediate environment or milieu (i.e., the composition of the next supersystem) must be included in the description of a sociosystem because the behaviour of the members of the micro group depends critically on the nature of the immediate milieu. In addition, members of the group use, exploit and transform elements of their immediate environment. So, it should be clear that social structure (internal, between members) and ecosociological structure (external, between members and elements of the environment) are inter‑dependent.

What elicits the formation of a sociosystem and keeps it together despite somewhat (apparent, see the sociobiologists) divergent interests of its members ? The social structure can be considered as the result of a balance of forces that act in opposed directions: cooperation (mutuality) between group‑members tends to social cohesion and competition between them, to social dispersion. 

Cooperation can be said to occur when members in a group of socially connected individuals share goods for defence against predation, in order to increase their foraging efficiency, or to ease reproduction between mates, for mutual defence against parasites and infestations (Wittenberger, 1981). More schematically, if a and b are animals, then a and b cooperate with one another iff the social behaviour of each is valuable to the other or to a third animal. A thing is said to be valuable when it contributes to the degree of health of the individual. When cooperation concerns things (e.g. goods) of some kind, it is called sharing, and participation when it concerns activities. But cooperation may take the elementary form of being together at the same time and at the same place. Being two may have deterrent effects on predation. But, cooperation is only possible when the gains obtained from simply being together, from mutualism, sharing and social life override their costs (Wilson,1975; Barash, 1982; Wittenberger, 1981; Hinde, 1982; Deag, 1977). On the other hand, competition can be said to occur when one individual in a sociosystem does not share goods and does not participate in social activities because these goods or activities are more valuable consumed or practised individually than shared, or more valued when not obtained or practised at all. Competition may take the mild form of indifference for activities that else would be more adaptive when done cooperatively, of parasitism, of over‑exploitation of fundamental resources at the expense of others. In extreme cases, it takes the form of direct interference with exploitation or practice done by others, with or without the aid of aggressive behaviour. Competition is repulsive and highly dispersive in nature, both socially and spatially and temporarily. Individuals compete for food, shelters, females, sites for reproduction, &c.

The social or internal structure among group‑members can be considered as the result of cooperative and competitive forces acting in opposed directions. When the balance is neatly in favour of cooperation, group structures exist; no cooperation, no sociosystems. A set of conspecific animals forms a social system if (and only if) each of them cooperates (on the average) with some other members of the same set. The supremacy of cooperation over competition contributes directly to the tightening of links between individuals; connections between members are attractive and strong and it can be said that the degree of integration is high. If the links are still positive but weak, due to the small supremacy of cooperation over competition in a group, the degree of integration is low. However, if the links are very repulsive, there is no systemicity or integration at all. The highest level of integration corresponds to no differentiation: all individuals are equivalent. But this is an extreme case since there are always elements of competition in a group, and there are differences between individuals in competitive abilities. The lowest level of integration corresponds to complete differentiation, for example, in a territorial situation where individuals do not participate to a society. However, intermediate levels of integration or differentiation exist, for ex., in a true straight‑line hierarchy or even in despotism.

The balance between cooperation and competition has profound effects on the spatial structure or configuration of the sociosystem. By definition, space is an element of any social system: the configuration or spatial structure is a subset of the internal environment relating some of the system's components by contact and distance. The living individuals part of the group stand in definite spatial relations to one another. Moreover, spatial relationships can be used by them to create and reinforce connections among themselves. Hence, as stressed by Zayan et al. (1983), in the context of social activities, participation of individuals in a common activity such as feeding, copulation, rest, mutual preening, flocking, mobbing and group defence against predation, implies mutual tolerance both spatially and chronologically, namely synchronism and sharing of objects that stand in the same immediate space. Cooperation implies proximity. On the contrary, competition implies spatiotemporal incompatibility, particularly in the execution of individually valuable activities. While cooperation and participation imply decrease of inter‑individual distances and cohesion, spacing‑out is the rule when competition overrides cooperation. Individuals do not share the same places, avoid encountering each others, get desynchronized spatiotemporalily. Ultimately, extreme competition can lead to complete differentiation, to complete disconnection from the social structure, as in group expulsion and emigration, and to the formation of a territorial system. 

So, social, spatial and temporal organizations are networks of relations existing between individuals, objects and resources of the milieu whose function is to optimize the partitioning of resources and necessities of life and reproduction.

 

Plasticity of sociosystems

A given sociosystem is capable of much plasticity in its social organization. Eco‑ethology has tried, with some success, to explain much of the diversity of animal social systems as adaptive consequences. But, while this variation in social systems among species confirms the central predictions of eco‑ethology, it nevertheless contradicts one of its basic premises according to which the social system of a given species is a fixed product of natural selection (Lott, 1984). One has to recognize that, for a given species, social predispositions are selected rather than social systems per se (Mason, 1978). Instances of intra‑specific variations in the social systems are rather the rule than the exception and this plasticity suggests that in many species selection has produced a predisposition that can have more than one social system outcome, depending on the individual history and current circumstances. For example, coyotes within a single population may defend pair territories, live in a nomadic fashion, or form a well-organized pack (Bekoff and Wells, 1980). Chars in a single pool may share the defence of a group territory around a reed bed at one side of the pool, contribute to a hierarchy at the pool entrance, defend individual partial territories in rotation, or even be transient from pool to pool without making any social association in each pool visited (Jenkins, 1969). But, genuine territoriality, as would have been indicated by the presence of territorial mosaics, was never observed in adults chars. Similarly, the presence of congeners of the opposite sex may have profound effects on the social structure of a group of animals. Roosters and hens form hierarchies when placed in isosexual groups (i.e. with individuals of the same sexual gender). But, when hens are introduced to roosters already forming a hierarchy, despotism appear and a harem is formed around the most dominant male. Very similar results are obtained with green swordtail fishes (Xiphophorus helleri) kept in tanks separated into two communicating compartments (Beaugrand et al., 1985). Intra‑specific plasticity in social organization permits animals to efficiently exploit momentary situations produced by increase or decrease of intra‑specific or inter‑specific competition, climatic changes and habitat deterioration, prey increase or decrease, increase or decrease of predation, etc. In environmental conditions changing rapidly and frequently, intra‑specific plasticity of social system should be favoured. It has also been recognized by several authors that the concept of territoriality had much in common with dominance. Both may be given a behavioural definition in terms of overt aggressive interactions giving way to a certain form of precedence of one individual over another. In each form of organization, there exists a mechanism permitting relative stability in the precedence over resources, without the necessity of repeated overt fighting whenever a resource might be contested. Individual recognition plays that role of a convention for sure in a hierarchical system (Beaugrand and Zayan, 1985; Beaugrand et al., 1985) and is also most probably at work when territories are adjacent, as attested by the "dear enemy phenomenon". When territories are not adjacent, conflicts can be solved according to other conventions. In a dominance hierarchy, an individual has privileged access to resources regardless of their location within a group territory or home‑range. With territorial organization, different individuals have priority of access to resources depending on their location. Territoriality is thus a form of locus dependent dominance. Dominance orders and territorial organization can be seen to grade into each other in some ways rather than to exist as absolute alternatives. Several species have been observed to adopt a territorial organization at low population densities, but they shift to a hierarchical organization when population densities increase. Wilson (1975) has qualified this shift of "behavioural scaling". It may be more appropriate to call it intra‑specific variation in social system (Lott, 1984). It may have a genetic basis and may permit animals to adopt different organizations according to environmental conditions. Noble (1939) and Greenberg (1947) had several years ago recognized the interference of dominance hierarchies and the use of space in fish. They had identified two kinds of territory in fish: the territorial mosaic and partial territory. The territorial mosaic corresponded to the situation where each adjacent territory holder was dominant over its own territory but submitted when on an adjacent territory. This situation of reversibility satisfies the definition of true territoriality as defined previously. In the case of partial territory, "nip right" dominance hierarchy superimposed over territorial organization in such a way that residents were successful in defending their territory against subordinates but submitted to a dominant intruder. Both forms of territorial organizations could be found in the same species, at different phases of their life. In several species of Salmonidae, pars and juveniles holding adjacent stations can be said to organize in the form of territorial mosaics. As suggested by Jenkins (1969), such a neat partitioning of space can be explained by the rather uniform sizes, and possibly, level of aggression of the fishes, uniform substratum conditions and minima displacements over the substratum. When heterogeneity in size, more mobility and other asymmetries appear, minimal conditions for the formation of dominance orders are present, and partial territories can be formed. Partial territories seem to persist throughout adult life in some trout species except during the reproductive seasons where couples may defend small adjacent sites (territorial mosaics) on river beds in which eggs are to be deposited. Patterns of social organization are thus extremely diverse, and may vary within a species according to phases of their life, and according to sexes. True territoriality, dominance orders, despotism, flocking‑schooling, coloniality and lekking are alternative adaptive social systems. They are the most appropriate solutions for a given species in a given situation, for efficient exploitation of alimentary resources, coping with intra‑ and inter‑specific competition, defence against predation, mate choice and fecundation, parental care, defence against infectious diseases, and also protection against the physical environment (e.g. strong currents). They vary within a single species and even according to sexes within a species (e.g. females do not lek, males do not take care of the young). Individuals involved in environmental circumstances will manifest one type of organization when it is economically (i.e. energetically) justified and physically possible but shift to other types when either of those conditions does not hold. To each form of social organization correspond one or several forms of spacing and distancing. The utilization of space is, by definition, tied to resources that stand in definite positions with regard to competitors, and social organization is partitioning of these according to a balance resulting from cooperative and competitive forces.



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