Yue Liu

Factors such as climate change, fire, and overgrazing have been commonly considered the main causes of the global expansion of shrub invasion in grasslands over the past 160 years. Nevertheless, the influence of soil substrates on the progression of shrub encroachment has been insufficiently examined. This study examines the fundamental characteristics of the shrub-encroached desert steppe communities of Caragana tibetica in the Mongolian Plateau. Combining field surveys (field surveys and drone aerial photography) and laboratory experiments, using Spearman’s rank correlation analysis and structural equation modeling (SEM), this research systematically explores the impact of varying degrees of soil sandification on the survival of shrubs and herbaceous plants within these grassland communities. The findings indicate the following: (1) In the eight shrub-encroached grassland plots, the soil exhibited a significantly higher sand content compared to silt and clay, with the sand content generally exceeding 64%. (2) The coverage of shrub species is predominantly influenced by soil factors, particularly the soil sand content. (The path coefficient is 0.56, with p < 0.01). In contrast, herbaceous plants are more strongly influenced by climatic factors. (The path coefficient is 0.83, with p < 0.001). This study examines the response patterns of Caragana tibetica communities to edaphic and climatic factors, highlighting the pivotal role of soil sandification in the initiation and succession of shrub encroachment. The findings furnish a theoretical framework for forecasting future trends in grassland shrub encroachment and provide empirical evidence for the conservation and sustainable management of shrub-encroached grasslands.

Caragana tibetica is a common species in the shrub-encroached desert grasslands of Inner Mongolia, China. Studying its distribution and factors can improve our grasp of shrub-encroached grassland dynamics and aid in regional biodiversity conservation. This study examined eight C. tibetica communities using point pattern analysis to assess the spatial distribution pattern (SDP) and the influencing factors of C. tibetica scrubs. We also propose a new index, i.e., the degree of deviation index (DoDI), to quantify the SDP of scrubs. The results revealed the following: (1) The shrubland of C. tibetica in the study area showed aggregated distribution on the scale of 0–30 m. On the scale of 30–50 m, the degree of aggregation gradually weakened and random distribution appeared. (2) There was not a significant correlation between SDP and environmental factors; however, DoDI showed that habitat heterogeneity had a certain impact on C. tibetica in the study area. Our research indicates that spatial heterogeneity contributes to the SDP of shrub plants in the shrub-encroached grasslands of the Inner Mongolia Plateau, and the use of DoDI enhances the ability to quantify and isolate the role of spatial heterogeneity. This study helps to deepen the understanding of the mechanisms of shrub encroachment formation in grasslands.