Christian Messier

Retention Forestry to Maintain Multifunctional Forests: A World Perspective

The majority of the worlds forests are used for multiple purposes, which often include the potentially conflicting goals of timber production and biodiversity conservation. A scientifically validated management approach that can reduce such conflicts is retention forestry, an approach modeled on natural processes, which emerged in the last 25 years as an alternative to clearcutting. A portion of the original stand is left unlogged to maintain the continuity of structural and compositional diversity. We detail retention forestrys ecological role, review its current practices, and summarize the large research base on the subject. Retention forestry is applicable to all forest biomes, complements conservation in reserves, and represents bottom-up conservation through forest manager involvement. A research challenge is to identify thresholds for retention amounts to achieve desired outcomes. We define key issues for future development and link retention forestry with land-zoning allocation at various scales, expanding its uses to forest restoration and the management of uneven—age forests.

Effects of overstory and understory vegetation on the understory light environment in mixed boreal forests

The percentage of above-canopy Photosynthetic Photon Flux Density (%PPFD) was measured at 0, 50 and 100 cm above the forest floor and above the main understory vegetation in stands of (1) pure Betula papyrifera (White birch), (2) pure Populus tremuloides (Trembling aspen), (3) mixed broad-leaf-conifer, (4) shade-tolerant conifer and (5) pure Pinus banksiana (Jack pine) occurring on both clay and till soil types. %PPFD was measured instantaneously under overcast sky conditions (nine locations within each of 29 stands) and continuously for a full day under clear sky conditions (five locations within each of eight stands). The percentage cover of the understory layer was estimated at the same locations as light measurements. Mean %PPFD varied from 2% at the forest floor under Populus forests to 15% above the understory vegetation cover under Betula forests. Percent PPFD above the understory vegetation cover was significantly higher under shade intolerant tree species such as Populus, Betula and Pinus than under shade tolerant conifers. No significant differences were found in %PPFD above the understory vegetation cover under similar tree species between clay and till soil types. The coefficient of variation in %PPFD measured in the nine locations within each stand was significantly lower under deciduous dominated forests (mean of 19%) than under coniferous dominated forests (mean of 40%). %PPFD measured at the forest floor was positively correlated with %PPFD measured above the understory vegetation and negatively correlated with cumulative total percent cover of the understory vegetation (R2 = 0.852). The proportion of sunflecks above 250 and 500 I¼mol m-2 s-1 was much lower and %PPFD in shade much higher under Populus and Betula forests than under the other forests. Differences in the mean, variability and nature of the light environment found among forest and soil types are discussed in relation to their possible influences on tree succession.

The role of plantations in managing the world's forests in the Anthropocene

The public view of tree plantations is somewhat ambiguous. While planting a single tree is generally considered good for the environment, planting a million trees raises concerns in some circles. Although plantations are often used to compensate for bad forestry practices, to willingly simplify otherwise complex forest ecosystems, or as a strategy for allowing the current petroleum-based economy to continue on its course, we believe plantations have a legitimate place in the sustainable management of forests. Multi-purpose plantations, designed to meet a wide variety of social, economic, and environmental objectives, can provide key ecosystem services, help preserve the worlds remaining primary forests, and sequester an important proportion of the atmospheric carbon released by humans over the past 300 years.

Comparison of various methods for estimating the mean growing season percent photosynthetic photon flux density in forests

Five methods for estimating the mean growing season percent photosynthetic photon flux density (PPFD) were compared to continuous measurements of PPFD throughout the growing season within a young bigleaf maple stand on Vancouver Island (Canada). Measured PPFD was recorded continuously as 10-min averages over the growing season (May 18-October 14, 1996) using 52 gallium arsenide phosphide photodiodes in the understory and a LI-COR quantum sensor (LI-190SA) in the open. Photodiodes were randomly located on a systematic grid of points and represented a wide range of above canopy openings which were classified into three different types of light environments: closed canopy, gaps of various sizes, and open canopy. Objectives of this study were to compare different methods for estimating the growing season %PPFD and to determine the efficiency of these methods in the three light environments. At each photodiode location, instantaneous light measurements using a Ceptometer on sunny days around noon and a LAI-2000 Plant Canopy Analyzer were made and hemispherical canopy photographs were taken. 10-min averages recorded by the photodiodes during completely overcast sky conditions were used as surrogate values for a method that uses instantaneous measurements on overcast days. Finally, a new light model (LITE) developed to estimate growing season %PPFD in a deciduous canopy was tested. All these five methods provided estimates of growing season %PPFD and are much less time consuming than continuous measurements of %PPFD using photodiodes. The three most accurate (r2>0.89) methods to estimate the growing season %PPFD were the 10 min averages on overcast days, the diffuse non-interceptance calculated using the LAI-2000, and the gap light index (GLI) calculated from the hemispherical canopy photographs. These three methods performed similarly in each type of light environment. Although the relationship between the LITE model and the growing season %PPFD was good (r2=0.79), the model systematically underestimated light transmission. The instantaneous sunny days around noon method was the least efficient method (r2=0.68) for estimating the growing season %PPFD, although replacing instantaneous measures with the mean of two 10-min averages improved r2 to 0.84. Estimates on sunny days tended to be low in low light and high in high light. Practical considerations such as equipment availability, cost, sampling and processing time, sky conditions, and the number of microsites to be sampled should be taken into account in the selection of the suitable method for a particular study.

Can retention forestry help conserve biodiversity? A meta-analysis

Industrial forestry typically leads to a simplified forest structure and altered species composition. Retention of trees at harvest was introduced about 25 years ago to mitigate negative impacts on biodiversity, mainly from clearcutting, and is now widely practiced in boreal and temperate regions. Despite numerous studies on response of flora and fauna to retention, no comprehensive review has summarized its effects on biodiversity in comparison to clearcuts as well as un-harvested forests. Using a systematic review protocol, we completed a meta-analysis of 78 studies including 944 comparisons of biodiversity between retention cuts and either clearcuts or un-harvested forests, with the main objective of assessing whether retention forestry helps, at least in the short term, to moderate the negative effects of clearcutting on flora and fauna. Retention cuts supported higher richness and a greater abundance of forest species than clearcuts as well as higher richness and abundance of open-habitat species than un-harvested forests. For all species taken together (i.e. forest species, open-habitat species, generalist species and unclassified species), richness was higher in retention cuts than in clearcuts. Retention cuts had negative impacts on some species compared to un-harvested forest, indicating that certain forest-interior species may not survive in retention cuts. Similarly, retention cuts were less suitable for some open-habitat species compared with clearcuts. Positive effects of retention cuts on richness of forest species increased with proportion of retained trees and time since harvest, but there were not enough data to analyse possible threshold effects, that is, levels at which effects on biodiversity diminish. Spatial arrangement of the trees (aggregated vs. dispersed) had no effect on either forest species or open-habitat species, although limited data may have hindered our capacity to identify responses. Results for different comparisons were largely consistent among taxonomic groups for forest and open-habitat species, respectively. Synthesis and applications. Our meta-analysis provides support for wider use of retention forestry since it moderates negative harvesting impacts on biodiversity. Hence, it is a promising approach for integrating biodiversity conservation and production forestry, although identifying optimal solutions between these two goals may need further attention. Nevertheless, retention forestry will not substitute for conservation actions targeting certain highly specialized species associated with forest-interior or open-habitat conditions. Our meta-analysis provides support for wider use of retention forestry since it moderates negative harvesting impacts on biodiversity. Hence, it is a promising approach for integrating biodiversity conservation and production forestry, although identifying optimal solutions between these two goals may need further attention. Nevertheless, retention forestry will not substitute for conservation actions targeting certain highly specialized species associated with forest-interior or open-habitat conditions.

Use of a spatially explicit individual-tree model (SORTIE/BC) to explore the implications of patchiness in structurally complex forests

The discipline of silviculture is evolving rapidly, moving from an agricultural model that emphasized simple stand structures toward a natural disturbance- or ecosystem-based model where stands are managed for multiple species and complex structures. Predicting stand dynamics and future yields in mixed-species complex structured stands cannot be easily accomplished with traditional field experiments. We outline the development and structure of SORTIE/BC, a descendent of the SORTIE model. SORTIE/BC is a light-mediated, spatially explicit, mixed-species forest model that makes population dynamic forecasts for juvenile and adult trees. We use the model to simulate partial cutting prescriptions in temperate deciduous, boreal and temperate coniferous mixed-species forests. The species, amount and spatial pattern of canopy tree removal had a major influence on understory light environments. Low and uniform removal of canopy trees were less successful in favouring the growth and survival of regenerating trees of intermediate to shade intolerant species and the growth of retained canopy trees than patch removal. In the boreal mixedwood, strip-cutting can maintain mixed stands but careful attention must be paid to buffer and strip management to optimize stand growth. We conclude that SORTIE/ BC can be very useful to explore and explain the silvicultural implications of complex silvicultural prescriptions for which there are no existing long-term experiments.

Variation in canopy openness and light transmission following selection cutting in northern hardwood stands: an assessment based on hemispherical photographs

The objective of this study was to determine how canopy openness (CO) and light transmission are affected by selection cutting, and how they vary over time following harvesting in northern hardwood stands. We sampled five sugar maple—yellow birch—beech (Acer saccharum—Betula alleghaniensis—Fagus grandifolia) stands in Quebec (Canada). The stands had been logged, using the selection system, at different times (2–14 years) before the study, and were used as a chronosequence. We also sampled portions of each stand which had been kept as uncut controls. Ten 1 ha plots were sampled (five cuts and five paired controls). We took 20 hemispherical photographs per plot, at 5 m above-ground, which was above most understory vegetation. The CO, light transmission (gap light index (GLI) sensu Canham (1988)), sunflecks characteristics, and angular distribution of openings from the zenith were calculated for each photograph. Selection cutting increased CO, especially within 60 ◦ of the zenith. The greater CO in the cuts allowed a greater light transmission (GLI), longer sunflecks, and a longer cumulative daily sunflecks duration (CDSD). The differences observed between the cuts and the control plots in terms of CO, GLI, and CDSD were greatest in the more recent cuts, and decreased as a function of time since logging. The relationships were best described by negative logarithmic (CO) and negative exponential (GLI, CDSD) models. In the youngest cut (2 years old), the CO, GLI, and CDSD were on average 2.3–2.5 times higher than in the control, while in the oldest cut (14 years old), the same variables were 1.6–1.7 times higher than in the control. The results of this study emphasize the importance of taking into account the temporal variation in canopy openness and light transmission after canopy disturbances such as selection cutting because that variation will likely have an important influence on regeneration dynamics.

Effects of light availability and sapling size on the growth, biomass allocation, and crown morphology of understory sugar maple, yellow birch, and beech.

Abstract The patterns of above-ground growth, biomass allocation, crown morphology, and light attenuation were compared between small (50 to 250 cm tall) and tall (250 to 600 cm tall) yellow birch, sugar maple, and beech individuals in low (< 10% of above-canopy PPFD (Photosynthetic Photon Flux Density)) and high (10 to 40% PPFD) light environments in a mature sugar maple-birch-beech stand near Quebec city, Canada. Significant differences in above-ground growth, crown morphology, and allocation patterns were found among (i) the three co-dominating tree species, (ii) short and tall individuals, and (iii) low and high light environments. The direction of the differences in most traits investigated between low and high light environments were strikingly similar among the three species, but the magnitude of the differences often varied. Overall, yellow birch differed more in several traits in terms of its responses to light and size compared to beech and sugar maple. In general, differences found between light environments were smaller for the taller saplings, indicating that plasticity tends to decrease with increasing size in all three species. None of these crown structural differences found among species translated into differences in light attenuation within the sapling crowns. The maximum height observed in individual trees of all three species tended to decrease sharply below approximately 4% PPFD. We suggest that maximum tree height is restricted in such low light environments since the photosynthetic to non-photosynthetic tissue ratio, as measured by the leaf area ratio (LAR), declines rapidly with seedling size up to 150 cm. We suggest that these three species co-dominate in this forest due to a combination of small but effective differences in physiological, morphological, and allocational traits and responses to increases in the understory light environment.

Viewing forests through the lens of complex systems science

Complex systems science provides a transdisciplinary framework to study systems characterized by (1) heterogeneity, (2) hierarchy, (3) self-organization, (4) openness, (5) adaptation, (6) memory, (7) non-linearity, and (8) uncertainty. Complex systems thinking has inspired both theory and applied strategies for improving ecosystem resilience and adaptability, but applications in forest ecology and management are just beginning to emerge. We review the properties of complex systems using four well-studied forest biomes (temperate, boreal, tropical and Mediterranean) as examples. The lens of complex systems science yields insights into facets of forest structure and dynamics that facilitate comparisons among ecosystems. These biomes share the main properties of complex systems but differ in specific ecological properties, disturbance regimes, and human uses. We show how this approach can help forest scientists and managers to conceptualize forests as integrated social-ecological systems and provide concrete examples of how to manage forests as complex adaptive systems.

Effects of light and intraspecific competition on growth and crown morphology of two size classes of understory balsam fir saplings

This paper characterizes the growth and crown morphology of young balsam fir saplings naturally regenerated under a gradient of understory light environments and intraspecific competition densities for two size classes (50-100 cm and 100-200 cm). Most growth and crown morphological parameters investigated were strongly related to the natural light gradient investigated (3-83% full sunlight), but the relationship tended to plateau at around 25% full sunlight. The relationships were generally better for the larger size class. Intraspecific competition did not significantly affect growth and crown morphology of saplings receiving less than 25% full sunlight, but it affected relative height growth, relative radial growth and the apical dominance ratio for those receiving more than 25% full sunlight (R2=0.506; p<0.001; R2=0.403; p<0.002; R2=0.348; p<0.001, respectively). These results suggest that live crown ratio, apical dominance ratio and the number of internodal branches can provide, alone or in combination, useful indicators of vigour for understory fir. Such a study provides the basic data inputs required for the development of empirically-derived mechanistic models that can predict understory tree growth and survival.