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Sunday, July 19, 2026

Theoretical ecology

From Wikipedia, the free encyclopedia
Mathematical models developed in theoretical ecology predict complex food webs can be less stable than simpler webs.
Life on Earth-Flow of Energy and Entropy

Theoretical ecology is the scientific discipline devoted to the study of ecological systems using theoretical methods such as simple conceptual models, mathematical models, computational simulations, and advanced data analysis. Effective models improve understanding of the natural world by revealing how the dynamics of species populations are often based on fundamental biological conditions and processes. Further, the field aims to unify a diverse range of empirical observations by assuming that common, mechanistic processes generate observable phenomena across species and ecological environments. Based on biologically realistic assumptions, theoretical ecologists are able to uncover novel, non-intuitive insights about natural processes. Theoretical results are often verified by empirical and observational studies, revealing the power of theoretical methods in both predicting and understanding the noisy, diverse biological world.

The field is broad and includes foundations in applied mathematics, computer science, biology, statistical physics, genetics, chemistry, evolution, and conservation biology. Theoretical ecology aims to explain a diverse range of phenomena in the life sciences, such as population growth and dynamics, fisheries, competition, evolutionary theory, epidemiology, animal behavior and group dynamics, food webs, ecosystems, spatial ecology, and the effects of climate change.

Theoretical ecology has further benefited from the advent of fast computing power, allowing the analysis and visualization of large-scale computational simulations of ecological phenomena. Importantly, these modern tools provide quantitative predictions about the effects of human induced environmental change on a diverse variety of ecological phenomena, such as: species invasions, climate change, the effect of fishing and hunting on food network stability, and the global carbon cycle.

Modelling approaches

As in most other sciences, mathematical models form the foundation of modern ecological theory.

  • Phenomenological models: distill the functional and distributional shapes from observed patterns in the data, or researchers decide on functions and distribution that are flexible enough to match the patterns they or others (field or experimental ecologists) have found in the field or through experimentation.
  • Mechanistic models: model the underlying processes directly, with functions and distributions that are based on theoretical reasoning about ecological processes of interest.

Ecological models can be deterministic or stochastic.

  • Deterministic models always evolve in the same way from a given starting point. They represent the average, expected behavior of a system, but lack random variation. Many system dynamics models are deterministic.
  • Stochastic models allow for the direct modeling of the random perturbations that underlie real world ecological systems. Markov chain models are stochastic.

Species can be modelled in continuous or discrete time.

  • Continuous time is modelled using differential equations.
  • Discrete time is modelled using difference equations. These model ecological processes that can be described as occurring over discrete time steps. Matrix algebra is often used to investigate the evolution of age-structured or stage-structured populations. The Leslie matrix, for example, mathematically represents the discrete time change of an age structured population.

Models are often used to describe real ecological reproduction processes of single or multiple species. These can be modelled using stochastic branching processes. Examples are the dynamics of interacting populations (predation competition and mutualism), which, depending on the species of interest, may best be modeled over either continuous or discrete time. Other examples of such models may be found in the field of mathematical epidemiology where the dynamic relationships that are to be modeled are host–pathogen interactions.

Bifurcation diagram of the logistic map

Bifurcation theory is used to illustrate how small changes in parameter values can give rise to dramatically different long run outcomes, a mathematical fact that may be used to explain drastic ecological differences that come about in qualitatively very similar systems. Logistic maps are polynomial mappings, and are often cited as providing archetypal examples of how chaotic behaviour can arise from very simple non-linear dynamical equations. The maps were popularized in a seminal 1976 paper by the theoretical ecologist Robert May. The difference equation is intended to capture the two effects of reproduction and starvation.

In 1930, R.A. Fisher published his classic The Genetical Theory of Natural Selection, which introduced the idea that frequency-dependent fitness brings a strategic aspect to evolution, where the payoffs to a particular organism, arising from the interplay of all of the relevant organisms, are the number of this organism' s viable offspring. In 1961, Richard Lewontin applied game theory to evolutionary biology in his Evolution and the Theory of Games, followed closely by John Maynard Smith, who in his seminal 1972 paper, "Game Theory and the Evolution of Fighting", defined the concept of the evolutionarily stable strategy.

Because ecological systems are typically nonlinear, they often cannot be solved analytically and in order to obtain sensible results, nonlinear, stochastic and computational techniques must be used. One class of computational models that is becoming increasingly popular are the agent-based models. These models can simulate the actions and interactions of multiple, heterogeneous, organisms where more traditional, analytical techniques are inadequate. Applied theoretical ecology yields results which are used in the real world. For example, optimal harvesting theory draws on optimization techniques developed in economics, computer science and operations research, and is widely used in fisheries.

Population ecology

Population ecology is a sub-field of ecology that deals with the dynamics of species populations and how these populations interact with the environment. It is the study of how the population sizes of species living together in groups change over time and space, and was one of the first aspects of ecology to be studied and modelled mathematically.

Exponential growth

The most basic way of modeling population dynamics is to assume that the rate of growth of a population depends only upon the population size at that time and the per capita growth rate of the organism. In other words, if the number of individuals in a population at a time t, is N(t), then the rate of population growth is given by:

where r is the per capita growth rate, or the intrinsic growth rate of the organism. It can also be described as r = b-d, where b and d are the per capita time-invariant birth and death rates, respectively. This first order linear differential equation can be solved to yield the solution

,

a trajectory known as Malthusian growth, after Thomas Malthus, who first described its dynamics in 1798. A population experiencing Malthusian growth follows an exponential curve, where N(0) is the initial population size. The population grows when r > 0, and declines when r < 0. The model is most applicable in cases where a few organisms have begun a colony and are rapidly growing without any limitations or restrictions impeding their growth (e.g. bacteria inoculated in rich media).

Logistic growth

The exponential growth model makes a number of assumptions, many of which often do not hold. For example, many factors affect the intrinsic growth rate and is often not time-invariant. A simple modification of the exponential growth is to assume that the intrinsic growth rate varies with population size. This is reasonable: the larger the population size, the fewer resources available, which can result in a lower birth rate and higher death rate. Hence, we can replace the time-invariant r with r'(t) = (b –a*N(t)) – (d + c*N(t)), where a and c are constants that modulate birth and death rates in a population dependent manner (e.g. intraspecific competition). Both a and c will depend on other environmental factors which, we can for now, assume to be constant in this approximated model. The differential equation is now:

This can be rewritten as:

where r = b-d and K = (b-d)/(a+c).

The biological significance of K becomes apparent when stabilities of the equilibria of the system are considered. The constant K is the carrying capacity of the population. The equilibria of the system are N = 0 and N = K. If the system is linearized, it can be seen that N = 0 is an unstable equilibrium while K is a stable equilibrium.

Structured population growth

Another assumption of the exponential growth model is that all individuals within a population are identical and have the same probabilities of surviving and of reproducing. This is not a valid assumption for species with complex life histories. The exponential growth model can be modified to account for this, by tracking the number of individuals in different age classes (e.g. one-, two-, and three-year-olds) or different stage classes (juveniles, sub-adults, and adults) separately, and allowing individuals in each group to have their own survival and reproduction rates. The general form of this model is

where Nt is a vector of the number of individuals in each class at time t and L is a matrix that contains the survival probability and fecundity for each class. The matrix L is referred to as the Leslie matrix for age-structured models, and as the Lefkovitch matrix for stage-structured models.

If parameter values in L are estimated from demographic data on a specific population, a structured model can then be used to predict whether this population is expected to grow or decline in the long-term, and what the expected age distribution within the population will be. This has been done for a number of species including loggerhead sea turtles and right whales.

Community ecology

An ecological community is a group of trophically similar, sympatric species that actually or potentially compete in a local area for the same or similar resources. Interactions between these species form the first steps in analyzing more complex dynamics of ecosystems. These interactions shape the distribution and dynamics of species. Of these interactions, predation is one of the most widespread population activities. Taken in its most general sense, predation comprises predator–prey, host–pathogen, and host–parasitoid interactions.

Lotka–Volterra model of cheetah–baboon interactions. Starting with 80 baboons (green) and 40 cheetahs, this graph shows how the model predicts the two species numbers will progress over time.

Predator–prey interaction

Predator–prey interactions exhibit natural oscillations in the populations of both predator and the prey. In 1925, the American mathematician Alfred J. Lotka developed simple equations for predator–prey interactions in his book on biomathematics. The following year, the Italian mathematician Vito Volterra, made a statistical analysis of fish catches in the Adriatic and independently developed the same equations. It is one of the earliest and most recognised ecological models, known as the Lotka-Volterra model:

where N is the prey and P is the predator population sizes, r is the rate for prey growth, taken to be exponential in the absence of any predators, α is the prey mortality rate for per-capita predation (also called 'attack rate'), c is the efficiency of conversion from prey to predator, and d is the exponential death rate for predators in the absence of any prey.

Volterra originally used the model to explain fluctuations in fish and shark populations after fishing was curtailed during the First World War. However, the equations have subsequently been applied more generally. Other examples of these models include the Lotka-Volterra model of the snowshoe hare and Canadian lynx in North America, any infectious disease modeling such as the recent outbreak of SARS and biological control of California red scale by the introduction of its parasitoid, Aphytis melinus.

A credible, simple alternative to the Lotka-Volterra predator–prey model and their common prey dependent generalizations is the ratio dependent or Arditi-Ginzburg model. The two are the extremes of the spectrum of predator interference models. According to the authors of the alternative view, the data show that true interactions in nature are so far from the Lotka–Volterra extreme on the interference spectrum that the model can simply be discounted as wrong. They are much closer to the ratio-dependent extreme, so if a simple model is needed one can use the Arditi–Ginzburg model as the first approximation.

Host–pathogen interaction

The second interaction, that of host and pathogen, differs from predator–prey interactions in that pathogens are much smaller, have much faster generation times, and require a host to reproduce. Therefore, only the host population is tracked in host–pathogen models. Compartmental models that categorize host population into groups such as susceptible, infected, and recovered (SIR) are commonly used.

Host–parasitoid interaction

The third interaction, that of host and parasitoid, can be analyzed by the Nicholson–Bailey model, which differs from Lotka-Volterra and SIR models in that it is discrete in time. This model, like that of Lotka-Volterra, tracks both populations explicitly. Typically, in its general form, it states:

where f(Nt, Pt) describes the probability of infection (typically, Poisson distribution), λ is the per-capita growth rate of hosts in the absence of parasitoids, and c is the conversion efficiency, as in the Lotka-Volterra model.

Competition and mutualism

In studies of the populations of two species, the Lotka-Volterra system of equations has been extensively used to describe dynamics of behavior between two species, N1 and N2. Examples include relations between D. discoiderum and E. coli, as well as theoretical analysis of the behavior of the system.

The r coefficients give a "base" growth rate to each species, while K coefficients correspond to the carrying capacity. What can really change the dynamics of a system, however are the α terms. These describe the nature of the relationship between the two species. When α12 is negative, it means that N2 has a negative effect on N1, by competing with it, preying on it, or any number of other possibilities. When α12 is positive, however, it means that N2 has a positive effect on N1, through some kind of mutualistic interaction between the two. When both α12 and α21 are negative, the relationship is described as competitive. In this case, each species detracts from the other, potentially over competition for scarce resources. When both α12 and α21 are positive, the relationship becomes one of mutualism. In this case, each species provides a benefit to the other, such that the presence of one aids the population growth of the other.

See Competitive Lotka–Volterra equations for further extensions of this model.

Neutral theory

Unified neutral theory is a hypothesis proposed by Stephen P. Hubbell in 2001. The hypothesis aims to explain the diversity and relative abundance of species in ecological communities, although like other neutral theories in ecology, Hubbell's hypothesis assumes that the differences between members of an ecological community of trophically similar species are "neutral," or irrelevant to their success. Neutrality means that at a given trophic level in a food web, species are equivalent in birth rates, death rates, dispersal rates and speciation rates, when measured on a per-capita basis. This implies that biodiversity arises at random, as each species follows a random walk. This can be considered a null hypothesis to niche theory. The hypothesis has sparked controversy, and some authors consider it a more complex version of other null models that fit the data better.

Under unified neutral theory, complex ecological interactions are permitted among individuals of an ecological community (such as competition and cooperation), providing all individuals obey the same rules. Asymmetric phenomena such as parasitism and predation are ruled out by the terms of reference; but cooperative strategies such as swarming, and negative interaction such as competing for limited food or light are allowed, so long as all individuals behave the same way. The theory makes predictions that have implications for the management of biodiversity, especially the management of rare species. It predicts the existence of a fundamental biodiversity constant, conventionally written θ, that appears to govern species richness on a wide variety of spatial and temporal scales.

Hubbell built on earlier neutral concepts, including MacArthur & Wilson's theory of island biogeography and Gould's concepts of symmetry and null models.

Spatial ecology

Biogeography

Biogeography is the study of the distribution of species in space and time. It aims to reveal where organisms live, at what abundance, and why they are (or are not) found in a certain geographical area.

Biogeography is most keenly observed on islands, which has led to the development of the subdiscipline of island biogeography. These habitats are often a more manageable areas of study because they are more condensed than larger ecosystems on the mainland. In 1967, Robert MacArthur and E.O. Wilson published The Theory of Island Biogeography. This showed that the species richness in an area could be predicted in terms of factors such as habitat area, immigration rate and extinction rate. The theory is considered one of the fundamentals of ecological theory. The application of island biogeography theory to habitat fragments spurred the development of the fields of conservation biology and landscape ecology.

r/K-selection theory

A population ecology concept is r/K selection theory, one of the first predictive models in ecology used to explain life-history evolution. The premise behind the r/K selection model is that natural selection pressures change according to population density. For example, when an island is first colonized, density of individuals is low. The initial increase in population size is not limited by competition, leaving an abundance of available resources for rapid population growth. These early phases of population growth experience density-independent forces of natural selection, which is called r-selection. As the population becomes more crowded, it approaches the island's carrying capacity, thus forcing individuals to compete more heavily for fewer available resources. Under crowded conditions, the population experiences density-dependent forces of natural selection, called K-selection.

The diversity and containment of coral reef systems make them good sites for testing niche and neutral theories.

Niche theory

Metapopulations

Spatial analysis of ecological systems often reveals that assumptions that are valid for spatially homogenous populations – and indeed, intuitive – may no longer be valid when migratory subpopulations moving from one patch to another are considered. In a simple one-species formulation, a subpopulation may occupy a patch, move from one patch to another empty patch, or die out leaving an empty patch behind. In such a case, the proportion of occupied patches may be represented as

where m is the rate of colonization, and e is the rate of extinction. In this model, if e < m, the steady state value of p is 1 – (e/m) while in the other case, all the patches will eventually be left empty. This model may be made more complex by addition of another species in several different ways, including but not limited to game theoretic approaches, predator–prey interactions, etc. We will consider here an extension of the previous one-species system for simplicity. Let us denote the proportion of patches occupied by the first population as p1, and that by the second as p2. Then,

In this case, if e is too high, p1 and p2 will be zero at steady state. However, when the rate of extinction is moderate, p1 and p2 can stably coexist. The steady state value of p2 is given by

(p*1 may be inferred by symmetry). If e is zero, the dynamics of the system favor the species that is better at colonizing (i.e. has the higher m value). This leads to a very important result in theoretical ecology known as the Intermediate Disturbance Hypothesis, where the biodiversity (the number of species that coexist in the population) is maximized when the disturbance (of which e is a proxy here) is not too high or too low, but at intermediate levels.

The form of the differential equations used in this simplistic modelling approach can be modified. For example:

  1. Colonization may be dependent on p linearly (m*(1-p)) as opposed to the non-linear m*p*(1-p) regime described above. This mode of replication of a species is called the "rain of propagules", where there is an abundance of new individuals entering the population at every generation. In such a scenario, the steady state where the population is zero is usually unstable.
  2. Extinction may depend non-linearly on p (e*p*(1-p)) as opposed to the linear (e*p) regime described above. This is referred to as the "rescue effect" and it is again harder to drive a population extinct under this regime.

The model can also be extended to combinations of the four possible linear or non-linear dependencies of colonization and extinction on p are described in more detail in.

Ecosystem ecology

Introducing new elements, whether biotic or abiotic, into ecosystems can be disruptive. In some cases, it leads to ecological collapse, trophic cascades and the death of many species within the ecosystem. The abstract notion of ecological health attempts to measure the robustness and recovery capacity for an ecosystem; i.e. how far the ecosystem is away from its steady state. Often, however, ecosystems rebound from a disruptive agent. The difference between collapse or rebound depends on the toxicity of the introduced element and the resiliency of the original ecosystem.

If ecosystems are governed primarily by stochastic processes, through which its subsequent state would be determined by both predictable and random actions, they may be more resilient to sudden change than each species individually. In the absence of a balance of nature, the species composition of ecosystems would undergo shifts that would depend on the nature of the change, but entire ecological collapse would probably be infrequent events. In 1997, Robert Ulanowicz used information theory tools to describe the structure of ecosystems, emphasizing mutual information (correlations) in studied systems. Drawing on this methodology and prior observations of complex ecosystems, Ulanowicz depicts approaches to determining the stress levels on ecosystems and predicting system reactions to defined types of alteration in their settings (such as increased or reduced energy flow), and eutrophication.

Ecopath is a free ecosystem modelling software suite, initially developed by NOAA, and widely used in fisheries management as a tool for modelling and visualising the complex relationships that exist in real world marine ecosystems.

Food webs

Food webs provide a framework within which a complex network of predator–prey interactions can be organised. A food web model is a network of food chains. Each food chain starts with a primary producer or autotroph, an organism, such as a plant, which is able to manufacture its own food. Next in the chain is an organism that feeds on the primary producer, and the chain continues in this way as a string of successive predators. The organisms in each chain are grouped into trophic levels, based on how many links they are removed from the primary producers. The length of the chain, or trophic level, is a measure of the number of species encountered as energy or nutrients move from plants to top predators. Food energy flows from one organism to the next and to the next and so on, with some energy being lost at each level. At a given trophic level there may be one species or a group of species with the same predators and prey.

In 1927, Charles Elton published an influential synthesis on the use of food webs, which resulted in them becoming a central concept in ecology. In 1966, interest in food webs increased after Robert Paine's experimental and descriptive study of intertidal shores, suggesting that food web complexity was key to maintaining species diversity and ecological stability. Many theoretical ecologists, including Sir Robert May and Stuart Pimm, were prompted by this discovery and others to examine the mathematical properties of food webs. According to their analyses, complex food webs should be less stable than simple food webs. The apparent paradox between the complexity of food webs observed in nature and the mathematical fragility of food web models is currently an area of intensive study and debate. The paradox may be due partially to conceptual differences between persistence of a food web and equilibrial stability of a food web.

Systems ecology

Systems ecology can be seen as an application of general systems theory to ecology. It takes a holistic and interdisciplinary approach to the study of ecological systems, and particularly ecosystems. Systems ecology is especially concerned with the way the functioning of ecosystems can be influenced by human interventions. Like other fields in theoretical ecology, it uses and extends concepts from thermodynamics and develops other macroscopic descriptions of complex systems. It also takes account of the energy flows through the different trophic levels in the ecological networks. Systems ecology also considers the external influence of ecological economics, which usually is not otherwise considered in ecosystem ecology. For the most part, systems ecology is a subfield of ecosystem ecology.

Ecophysiology

This is the study of how "the environment, both physical and biological, interacts with the physiology of an organism. It includes the effects of climate and nutrients on physiological processes in both plants and animals, and has a particular focus on how physiological processes scale with organism size".

Behavioral ecology

Swarm behaviour

Flocks of birds can abruptly change their direction in unison, and then, just as suddenly, make a unanimous group decision to land.

Swarm behaviour is a collective behaviour exhibited by animals of similar size which aggregate together, perhaps milling about the same spot or perhaps migrating in some direction. Swarm behaviour is commonly exhibited by insects, but it also occurs in the flocking of birds, the schooling of fish and the herd behaviour of quadrupeds. It is a complex emergent behaviour that occurs when individual agents follow simple behavioral rules.

Recently, a number of mathematical models have been discovered which explain many aspects of the emergent behaviour. Swarm algorithms follow a Lagrangian approach or an Eulerian approach. The Eulerian approach views the swarm as a field, working with the density of the swarm and deriving mean field properties. It is a hydrodynamic approach, and can be useful for modelling the overall dynamics of large swarms. However, most models work with the Lagrangian approach, which is an agent-based model following the individual agents (points or particles) that make up the swarm. Individual particle models can follow information on heading and spacing that is lost in the Eulerian approach.Examples include ant colony optimization, self-propelled particles and particle swarm optimization.

On cellular levels, individual organisms also demonstrated swarm behavior. Decentralized systems are where individuals act based on their own decisions without overarching guidance. Studies have shown that individual Trichoplax adhaerens behave like self-propelled particles (SPPs) and collectively display phase transition from ordered movement to disordered movements. Previously, it was thought that the surface-to-volume ratio was what limited the animal size in the evolutionary game. Considering the collective behaviour of the individuals, it was suggested that order is another limiting factor. Central nervous systems were indicated to be vital for large multicellular animals in the evolutionary pathway.

Synchronization

The coexistence of the synchronization and asynchronization in the flashings in the system composed of multiple fireflies could be characterized by the chimera states. Synchronization could spontaneously occur. The agent-based model has been useful in describing this unique phenomenon. The flashings of individual fireflies could be viewed as oscillators and the global coupling models were similar to the ones used in condensed matter physics.

Evolutionary ecology

The British biologist Alfred Russel Wallace is best known for independently proposing a theory of evolution due to natural selection that prompted Charles Darwin to publish his own theory. In his famous 1858 paper, Wallace proposed natural selection as a kind of feedback mechanism which keeps species and varieties adapted to their environment.

The action of this principle is exactly like that of the centrifugal governor of the steam engine, which checks and corrects any irregularities almost before they become evident; and in like manner no unbalanced deficiency in the animal kingdom can ever reach any conspicuous magnitude, because it would make itself felt at the very first step, by rendering existence difficult and extinction almost sure soon to follow.

The cybernetician and anthropologist Gregory Bateson observed in the 1970s that, though writing it only as an example, Wallace had "probably said the most powerful thing that'd been said in the 19th Century". Subsequently, the connection between natural selection and systems theory has become an area of active research.

Other theories

In contrast to previous ecological theories which considered floods to be catastrophic events, the river flood pulse concept argues that the annual flood pulse is the most important aspect and the most biologically productive feature of a river's ecosystem.

History

Theoretical ecology draws on pioneering work done by G. Evelyn Hutchinson and his students. Brothers H.T. Odum and E.P. Odum are generally recognised as the founders of modern theoretical ecology. Robert MacArthur brought theory to community ecology. Daniel Simberloff was the student of E.O. Wilson, with whom MacArthur collaborated on The Theory of Island Biogeography, a seminal work in the development of theoretical ecology.

Simberloff added statistical rigour to experimental ecology and was a key figure in the SLOSS debate, about whether it is preferable to protect a single large or several small reserves. This resulted in the supporters of Jared Diamond's community assembly rules defending their ideas through Neutral Model Analysis. Simberloff also played a key role in the (still ongoing) debate on the utility of corridors for connecting isolated reserves.

Stephen P. Hubbell and Michael Rosenzweig combined theoretical and practical elements into works that extended MacArthur and Wilson's Island Biogeography Theory - Hubbell with his Unified Neutral Theory of Biodiversity and Biogeography and Rosenzweig with his Species Diversity in Space and Time.

Quantum cognition

From Wikipedia, the free encyclopedia

Quantum cognition uses the mathematical formalism of quantum probability theory to model psychology phenomena when classical probability theory fails. The field focuses on modeling phenomena in cognitive science that have resisted traditional techniques or where traditional models seem to have reached a barrier (e.g., human memory), and modeling preferences in decision theory that seem paradoxical from a traditional rational point of view (e.g., preference reversals). Since the use of a quantum-theoretic framework is for modeling purposes, the identification of quantum structures in cognitive phenomena does not presuppose the existence of microscopic quantum processes in the human brain.

Quantum cognition can be applied to model cognitive phenomena such as information processing by the human brain, language, decision makinghuman memory, concepts and conceptual reasoning, human judgment, and perception.

Challenges for classical probability theory

Classical probability theory is a rational approach to inference which does not easily explain some observations of human inference in psychology. Some cases where quantum probability theory has advantages include the conjunction fallacy, the disjunction fallacy, the failures of the sure-thing principle, and question-order bias in judgement.

Conjunction fallacy

If participants in a psychology experiment are told about "Linda", described as looking like a feminist but not like a bank teller, then asked to rank the probability, that Linda is feminist, a bank teller or a feminist and a bank teller, they respond with values that indicate: Rational classical probability theory makes the incorrect prediction: it expects humans to rank the conjunction less probable than the bank teller option. Many variations of this experiment demonstrate that the fallacy represents human cognition in this case and not an artifact of one presentation.

Quantum cognition models this probability-estimation scenario with quantum probability theory which always ranks sequential probability, , greater than the direct probability, . The idea is that a person's understanding of "bank teller" is affected by the context of the question involving "feminist". The two questions are "incompatible": to treat them with classical theory would require separate reasoning steps.

Main subjects of research

Quantum-like models of information processing

The quantum cognition concept is based on the observation that various cognitive phenomena are more adequately described by quantum probability theory than by the classical probability theory (see examples below). Thus, the quantum formalism is considered an operational formalism that describes non-classical processing of probabilistic data.

Here, contextuality is the key word (see the monograph of Khrennikov for detailed representation of this viewpoint). Quantum mechanics is fundamentally contextual. Quantum systems do not have objective properties which can be defined independently of measurement context. As has been pointed out by Niels Bohr, the whole experimental arrangement must be taken into account. Contextuality implies existence of incompatible mental variables, violation of the classical law of total probability, and constructive or destructive interference effects. Thus, the quantum cognition approach can be considered an attempt to formalize contextuality of mental processes, by using the mathematical apparatus of quantum mechanics.

Decision making

Suppose a person is given an opportunity to play two rounds of the following gamble: a coin toss will determine whether the subject wins $200 or loses $100. Suppose the subject has decided to play the first round, and does so. Some subjects are then given the result (win or lose) of the first round, while other subjects are not yet given any information about the results. The experimenter then asks whether the subject wishes to play the second round. Performing this experiment with real subjects gives the following results:

  1. When subjects believe they won the first round, the majority of subjects choose to play again on the second round.
  2. When subjects believe they lost the first round, the majority of subjects choose to play again on the second round.

Given these two separate choices, according to the sure thing principle of rational decision theory, they should also play the second round even if they don't know or think about the outcome of the first round. But, experimentally, when subjects are not told the results of the first round, the majority of them decline to play a second round. This finding violates the law of total probability, yet it can be explained as a quantum interference effect in a manner similar to the explanation for the results from double-slit experiment in quantum physics. Similar violations of the sure-thing principle are seen in empirical studies of the Prisoner's Dilemma and have likewise been modeled in terms of quantum interference.

The above deviations from classical rational expectations in agents’ decisions under uncertainty produce well known paradoxes in behavioral economics, that is, the Allais, Ellsberg and Machina paradoxes. These deviations can be explained if one assumes that the overall conceptual landscape influences the subject's choice in a neither predictable nor controllable way. A decision process is thus an intrinsically contextual process, hence it cannot be modeled in a single Kolmogorovian probability space, which justifies the employment of quantum probability models in decision theory. More explicitly, the paradoxical situations above can be represented in a unified Hilbert space formalism where human behavior under uncertainty is explained in terms of genuine quantum aspects, namely, superposition, interference, contextuality and incompatibility.

Considering automated decision making, quantum decision trees have different structure compared to classical decision trees. Data can be analyzed to see if a quantum decision tree model fits the data better.

Human probability judgments

Quantum probability provides a new way to explain human probability judgment errors including the conjunction and disjunction errors. A conjunction error occurs when a person judges the probability of a likely event L and an unlikely event U to be greater than the unlikely event U; a disjunction error occurs when a person judges the probability of a likely event L to be greater than the probability of the likely event L or an unlikely event U. Quantum probability theory is a generalization of Bayesian probability theory because it is based on a set of von Neumann axioms that relax some of the classic Kolmogorov axioms. The quantum model introduces a new fundamental concept to cognition—the compatibility versus incompatibility of questions and the effect this can have on the sequential order of judgments. Quantum probability provides a simple account of conjunction and disjunction errors as well as many other findings such as order effects on probability judgments.

The liar paradox - The contextual influence of a human subject on the truth behavior of a cognitive entity is explicitly exhibited by the so-called liar paradox, that is, the truth value of a sentence like "this sentence is false". One can show that the true-false state of this paradox is represented in a complex Hilbert space, while the typical oscillations between true and false are dynamically described by the Schrödinger equation.

Knowledge representation

Concepts are basic cognitive phenomena, which provide the content for inference, explanation, and language understanding. Cognitive psychology has researched different approaches for understanding concepts including exemplars, prototypes, and neural networks, and different fundamental problems have been identified, such as the experimentally tested non classical behavior for the conjunction and disjunction of concepts, more specifically the Pet-Fish problem or guppy effect, and the overextension and underextension of typicality and membership weight for conjunction and disjunction. By and large, quantum cognition has drawn on quantum theory in three ways to model concepts.

  1. Exploit the contextuality of quantum theory to account for the contextuality of concepts in cognition and language and the phenomenon of emergent properties when concepts combine
  2. Use quantum entanglement to model the semantics of concept combinations in a non-decompositional way, and to account for the emergent properties/associates/inferences in relation to concept combinations
  3. Use quantum superposition to account for the emergence of a new concept when concepts are combined, and as a consequence put forward an explanatory model for the Pet-Fish problem situation, and the overextension and underextension of membership weights for the conjunction and disjunction of concepts.

The large amount of data collected by Hampton on the combination of two concepts can be modeled in a specific quantum-theoretic framework in Fock space where the observed deviations from classical set (fuzzy set) theory, the above-mentioned over- and under- extension of membership weights, are explained in terms of contextual interactions, superposition, interference, entanglement and emergence. And, more, a cognitive test on a specific concept combination has been performed which directly reveals, through the violation of Bell's inequalities, quantum entanglement between the component concepts.

Semantic analysis and information retrieval

The research in (iv) had a deep impact on the understanding and initial development of a formalism to obtain semantic information when dealing with concepts, their combinations and variable contexts in a corpus of unstructured documents. This conundrum of natural language processing (NLP) and information retrieval (IR) on the web – and data bases in general – can be addressed using the mathematical formalism of quantum theory. As basic steps, (a) K. Van Rijsbergen introduced a quantum structure approach to IR, (b) Widdows and Peters utilised a quantum logical negation for a concrete search system, and Aerts and Czachor identified quantum structure in semantic space theories, such as latent semantic analysis. Since then, the employment of techniques and procedures induced from the mathematical formalisms of quantum theory – Hilbert space, quantum logic and probability, non-commutative algebras, etc. – in fields such as IR and NLP, has produced significant results.

History

Ideas for applying the formalisms of quantum theory to cognition first appeared in the 1990s by Diederik Aerts and his collaborators Jan Broekaert, Sonja Smets and Liane Gabora, by Harald Atmanspacher, Robert Bordley, and Andrei Khrennikov. A special issue on Quantum Cognition and Decision appeared in the Journal of Mathematical Psychology (2009, vol 53.), which planted a flag for the field. A few books related to quantum cognition have been published including those by Khrennikov (2004, 2010), Ivancivic and Ivancivic (2010), Busemeyer and Bruza (2012), E. Conte (2012). The first Quantum Interaction workshop was held at Stanford in 2007 organized by Peter Bruza, William Lawless, C. J. van Rijsbergen, and Don Sofge as part of the 2007 AAAI Spring Symposium Series. This was followed by workshops at Oxford in 2008, Saarbrücken in 2009, at the 2010 AAAI Fall Symposium Series held in Washington, D.C., 2011 in Aberdeen, 2012 in Paris, and 2013 in Leicester. Tutorials also were presented annually beginning in 2007 until 2013 at the annual meeting of the Cognitive Science Society. A Special Issue on Quantum models of Cognition appeared in 2013 in the journal Topics in Cognitive Science.

Mathematical and theoretical biology

Yellow chamomile head showing the Fibonacci numbers in spirals consisting of 21 (blue) and 13 (aqua). Such arrangements have been noticed since the Middle Ages and can be used to make mathematical models of a wide variety of plants.

Mathematical and theoretical biology, or biomathematics, is a branch of biology which employs theoretical analysis, mathematical modeling, and abstractions about living organisms to investigate the principles that govern the structure, development, and behavior of biological systems. It can be understood in contrast to experimental biology, which involves the conduction of experiments to obtain evidence in order to construct and test theories. The field is sometimes called mathematical biology or biomathematics to emphasize the mathematical aspect, or as theoretical biology to highlight the theoretical aspect. Theoretical biology focuses more on the development of theoretical principles for biology, while mathematical biology focuses on the application of mathematical tools to study biological systems. These terms often converge, for instance in the topics of Artificial Immune Systems or Amorphous Computation.

Mathematical biology aims at developing mathematical representations and models of biological processes, using the techniques and tools of applied mathematics. It can be useful in both theoretical and practical research. Describing systems quantitatively allows for more precise predictions about those systems and the isolation and consistent analysis of features which might not be immediately obvious to an observer noting down qualitative features.

Because of the complexity of living systems, theoretical biology employs several fields of mathematics, and has contributed to the development of new techniques.

History

Early history

Mathematics has been used in biology as early as the 13th century, when Fibonacci used the famous Fibonacci series to describe a growing population of rabbits. In the 18th century, Daniel Bernoulli applied mathematics to describe the effect of smallpox on the human population. Thomas Malthus' 1789 essay on the growth of the human population was based on the concept of exponential growth. Pierre François Verhulst formulated the logistic growth model in 1836.

Fritz Müller described the evolutionary benefits of what is now called Müllerian mimicry in 1879, in an account notable for being the first use of a mathematical argument in evolutionary ecology to show how powerful the effect of natural selection would be, unless one includes Malthus's discussion of the effects of population growth that influenced Charles Darwin: Malthus argued that growth would be exponential (he uses the word "geometric") while resources (the environment's carrying capacity) could only grow arithmetically.

The term "theoretical biology" was first used as a monograph title by Johannes Reinke in 1901, and soon after by Jakob von Uexküll in 1920. One founding text is considered to be On Growth and Form (1917) by D'Arcy Thompson, and other early pioneers include Ronald Fisher, Hans Leo Przibram, Vito Volterra, Nicolas Rashevsky and Conrad Hal Waddington.

Recent growth

Interest in the field has grown rapidly from the 1960s onwards. Some reasons for this include:

  • The rapid growth of data-rich information sets, due to the genomics revolution, which are difficult to understand without the use of analytical tools
  • Recent development of mathematical tools such as chaos theory to help understand complex, non-linear mechanisms in biology
  • An increase in computing power, which facilitates calculations and simulations not previously possible
  • An increasing interest in in silico experimentation due to ethical considerations, risk, unreliability and other complications involved in human and non-human animal research

Areas of research

Several areas of specialized research in mathematical and theoretical biology as well as external links to related projects in various universities are concisely presented in the following subsections, including also a large number of appropriate validating references from a list of several thousands of published authors contributing to this field. Many of the included examples are characterised by highly complex, nonlinear mechanisms, as it is being increasingly recognised that such examples may be best understood through a combination of mathematical, logical, physical/chemical, molecular and computational models.

Abstract relational biology

Abstract relational biology (ARB) is concerned with the study of general, relational models of complex biological systems, usually abstracting out specific morphological, or anatomical, structures. Some of the simplest models in ARB are the Metabolic-Replication, or (M,R)--systems introduced by Robert Rosen in 1957–1958 as abstract, relational models of cellular and organismal organization.

Other approaches include the notion of autopoiesis developed by Maturana and Varela, Kauffman's Work-Constraints cycles, and more recently the notion of closure of constraints.

Algebraic biology

Algebraic biology (also known as symbolic systems biology) applies the algebraic methods of symbolic computation to the study of biological problems, especially in genomics, proteomics, analysis of molecular structures and study of genes.

Complex systems biology

An elaboration of systems biology to understand the more complex life processes was developed since 1970 in connection with molecular set theory, relational biology and algebraic biology.

Computer models and automata theory

A monograph on this topic summarizes an extensive amount of published research in this area up to 1986, including subsections in the following areas: computer modeling in biology and medicine, arterial system models, neuron models, biochemical and oscillation networks, quantum automata, quantum computers in molecular biology and genetics, cancer modelling, neural nets, genetic networks, abstract categories in relational biology, metabolic-replication systems, category theory applications in biology and medicine, automata theory, cellular automatatessellation models and complete self-reproduction, chaotic systems in organisms, relational biology and organismic theories.

Modeling cell and molecular biology

This area has received a boost due to the growing importance of molecular biology.

  • Mechanics of biological tissues
  • Theoretical enzymology and enzyme kinetics
  • Cancer modelling and simulation
  • Modelling the movement of interacting cell populations
  • Mathematical modelling of scar tissue formation
  • Mathematical modelling of intracellular dynamics
  • Mathematical modelling of the cell cycle
  • Mathematical modelling of apoptosis

Modelling physiological systems

Computational neuroscience

Computational neuroscience (also known as theoretical neuroscience or mathematical neuroscience) is the theoretical study of the nervous system.

Evolutionary biology

Ecology and evolutionary biology have traditionally been the dominant fields of mathematical biology.

Evolutionary biology has been the subject of extensive mathematical theorizing. The traditional approach in this area, which includes complications from genetics, is population genetics. Most population geneticists consider the appearance of new alleles by mutation, the appearance of new genotypes by recombination, and changes in the frequencies of existing alleles and genotypes at a small number of gene loci. When infinitesimal effects at a large number of gene loci are considered, together with the assumption of linkage equilibrium or quasi-linkage equilibrium, one derives quantitative genetics. Ronald Fisher made fundamental advances in statistics, such as analysis of variance, via his work on quantitative genetics. Another important branch of population genetics that led to the extensive development of coalescent theory is phylogenetics. Phylogenetics is an area that deals with the reconstruction and analysis of phylogenetic (evolutionary) trees and networks based on inherited characteristics. Traditional population genetic models deal with alleles and genotypes, and are frequently stochastic.

Many population genetics models assume that population sizes are constant. Variable population sizes, often in the absence of genetic variation, are treated by the field of population dynamics. Work in this area dates back to the 19th century, and even as far as 1798 when Thomas Malthus formulated the first principle of population dynamics, which later became known as the Malthusian growth model. The Lotka–Volterra predator-prey equations are another famous example. Population dynamics overlap with another active area of research in mathematical biology: mathematical epidemiology, the study of infectious disease affecting populations. Various models of the spread of infections have been proposed and analyzed, and provide important results that may be applied to health policy decisions.

In evolutionary game theory, developed first by John Maynard Smith and George R. Price, selection acts directly on inherited phenotypes, without genetic complications. This approach has been mathematically refined to produce the field of adaptive dynamics.

Mathematical biophysics

The earlier stages of mathematical biology were dominated by mathematical biophysics, described as the application of mathematics in biophysics, often involving specific physical/mathematical models of biosystems and their components or compartments.

The following is a list of mathematical descriptions and their assumptions.

Deterministic processes (dynamical systems)

A fixed mapping between an initial state and a final state. Starting from an initial condition and moving forward in time, a deterministic process always generates the same trajectory, and no two trajectories cross in state space.

Stochastic processes (random dynamical systems)

A random mapping between an initial state and a final state, making the state of the system a random variable with a corresponding probability distribution.

Spatial modelling and dynamical systems

One classic work in this area is Alan Turing's paper on morphogenesis entitled The Chemical Basis of Morphogenesis, published in 1952 in the Philosophical Transactions of the Royal Society.

Geometric organisation and spatial patterning

Many biological systems exhibit recurring geometric and spatial patterns, and the analysis of these forms is an established area of biomathematics. Mathematical models and dynamical systems are used to describe how such patterns arise, how they scale with size or number, and how they relate to underlying biological processes and constraints.

Geometric organization appears across multiple levels of biological organization. At the molecular scale, mathematical approaches are used to study the geometry of protein folding, DNA packing, membrane structures, and the shapes of biomolecules, which can often be described using concepts from molecular geometry, VSEPR theory, and stereochemistry. At this level, regular polyhedral and symmetric forms, such as the capsids of many icosahedral or helical viruses, provide classic examples of mathematically constrained biological structures.

At the organismal level, well‑known examples include phyllotaxis in plants, where leaves and florets form spiral arrangements often related to golden‑angle packing; animal coat patterns such as spots and stripes; and branching structures such as the vascular system, bronchial tree, neuronal arborisation, and tree canopies. In marine and other organisms, shells and skeletons can exhibit helical, logarithmic spiral, lattice‑like, or radially symmetric forms that can be described with geometric and growth models.

At ecological and landscape scales, spatial vegetation patterns, coral growth forms, and other large‑scale structures can also be analysed using geometric and dynamical models. Examples include banded and spotted vegetation in semi‑arid ecosystems, patchy distributions of organisms arising from spatial interactions, and branching or reef‑like structures in marine environments.

Several mathematical frameworks are used to study these phenomena. Reaction–diffusion models describe the emergence of spatial patterns such as stripes, spots, and spirals in developing tissues. Fractal and fractal‑based models are used to analyse branching networks and self‑similar structures in organisms and ecosystems. Models of Phyllotaxis explain the appearance of spiral arrangements and regular packing in plant growth.

Mathematical methods

A mathematical model of a biological system consists of a system of mathematical equations or relationships which describes various properties of a system, their relationship, and their evolution over time. The solution of these equations, by either analytical or numerical means, predicts how the biological system behaves either over time or at equilibrium. There are many different types of equations and the type of behavior that can occur is dependent on both the model and the equations used. The model often makes assumptions about the system. The equations may also make assumptions about the nature of what may occur.

Molecular set theory

Molecular set theory is a mathematical formulation of the wide-sense chemical kinetics of biomolecular reactions in terms of sets of molecules and their chemical transformations represented by set-theoretical mappings between molecular sets. It was introduced by Anthony Bartholomay, and its applications were developed in mathematical biology and especially in mathematical medicine. In a more general sense, Molecular set theory is the theory of molecular categories defined as categories of molecular sets and their chemical transformations represented as set-theoretical mappings of molecular sets. The theory has also contributed to biostatistics and the formulation of clinical biochemistry problems in mathematical formulations of pathological, biochemical changes of interest to Physiology, Clinical Biochemistry and Medicine.

Organizational biology

Theoretical approaches to biological organization aim to understand the interdependence between the parts of organisms. They emphasize the circularities that these interdependences lead to. Theoretical biologists developed several concepts to formalize this idea.

For example, abstract relational biology (ARB) is concerned with the study of general, relational models of complex biological systems, usually abstracting out specific morphological, or anatomical, structures. Some of the simplest models in ARB are the Metabolic-Replication, or (M,R)--systems introduced by Robert Rosen in 1957–1958 as abstract, relational models of cellular and organismal organization.

Model example: the cell cycle

The eukaryotic cell cycle is very complex and has been the subject of intense study, since its misregulation leads to cancers. It is possibly a good example of a mathematical model as it deals with simple calculus but gives valid results. Two research groups have produced several models of the cell cycle simulating several organisms. They have recently produced a generic eukaryotic cell cycle model that can represent a particular eukaryote depending on the values of the parameters, demonstrating that the idiosyncrasies of the individual cell cycles are due to different protein concentrations and affinities, while the underlying mechanisms are conserved (Csikasz-Nagy et al., 2006).

By means of a system of ordinary differential equations these models show the change in time (dynamical system) of the protein inside a single typical cell; this type of model is called a deterministic process (whereas a model describing a statistical distribution of protein concentrations in a population of cells is called a stochastic process).

To obtain these equations an iterative series of steps must be done: first the several models and observations are combined to form a consensus diagram and the appropriate kinetic laws are chosen to write the differential equations, such as rate kinetics for stoichiometric reactions, Michaelis-Menten kinetics for enzyme substrate reactions and Goldbeter–Koshland kinetics for ultrasensitive transcription factors, afterwards the parameters of the equations (rate constants, enzyme efficiency coefficients and Michaelis constants) must be fitted to match observations; when they cannot be fitted the kinetic equation is revised and when that is not possible the wiring diagram is modified. The parameters are fitted and validated using observations of both wild type and mutants, such as protein half-life and cell size.

To fit the parameters, the differential equations must be studied. This can be done either by simulation or by analysis. In a simulation, given a starting vector (list of the values of the variables), the progression of the system is calculated by solving the equations at each time-frame in small increments.

In analysis, the properties of the equations are used to investigate the behavior of the system depending on the values of the parameters and variables. A system of differential equations can be represented as a vector field, where each vector described the change (in concentration of two or more protein) determining where and how fast the trajectory (simulation) is heading. Vector fields can have several special points: a stable point, called a sink, that attracts in all directions (forcing the concentrations to be at a certain value), an unstable point, either a source or a saddle point, which repels (forcing the concentrations to change away from a certain value), and a limit cycle, a closed trajectory towards which several trajectories spiral towards (making the concentrations oscillate).

A better representation, which handles the large number of variables and parameters, is a bifurcation diagram using bifurcation theory. The presence of these special steady-state points at certain values of a parameter (e.g. mass) is represented by a point and once the parameter passes a certain value, a qualitative change occurs, called a bifurcation, in which the nature of the space changes, with profound consequences for the protein concentrations: the cell cycle has phases (partially corresponding to G1 and G2) in which mass, via a stable point, controls cyclin levels, and phases (S and M phases) in which the concentrations change independently, but once the phase has changed at a bifurcation event (Cell cycle checkpoint), the system cannot go back to the previous levels since at the current mass the vector field is profoundly different and the mass cannot be reversed back through the bifurcation event, making a checkpoint irreversible. In particular the S and M checkpoints are regulated by means of special bifurcations called a Hopf bifurcation and an infinite period bifurcation.

Ocean acidification

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