Daniel Kneeshaw

CANOPY GAP CHARACTERISTICS AND TREE REPLACEMENT IN THE SOUTHEASTERN BOREAL FOREST

This study identifies patterns in the gap disturbance regime along a succes- sional gradient in the southern boreal forest and uses this information to investigate canopy composition changes. Gaps were characterized in hardwood, mixed-forest, and conifer stands surrounding Lake Duparquet in northwestern Quebec. From 39 to 80 gaps were evaluated along transects established in each of these stands. The abundance of gap makers and gap fillers and total regeneration was evaluated by species, as well as the size of each gap encountered along the transects. The percentage of the forest in canopy gap was cal- culated directly from the proportion of the transect in gap and by using gap area and line- intercept techniques. Changes in composition were evaluated from gap-maker and gap- filler distributions and by using transition matrices based on species mortality and regen- eration in canopy gaps. The percentage of the forest in canopy gap ranges from 7.1% in a 50-yr-old forest dominated primarily by aspen to 40.4% in a 234-yr-old fir-dominated forest. Gap events are due to individual or small-group tree mortality in the early successional forest but become species-specific events controlled by spruce budworm outbreaks in the later stages of succession. Due to the high latitude, direct light only reaches the forest floor in the very largest gaps of the conifer-dominated stands. However, these gaps form slowly as budworm- caused mortality occurs over a number of years, whereas in aspen-dominated stands gaps are formed quickly by the snapping of tree stems. Balsam fir is the most abundant gap- filling species; however, its abundance is negatively correlated to gap size in all stand types. Markovian transition matrices suggest that in the young aspen-dominated forests small gaps lead to species replacment by more shade-tolerant conifers but that in the oldest forests the larger gaps will result in maintenance of the intolerant species and an increase in the abundance of cedar.

Forest dynamics after successive spruce budworm outbreaks in mixedwood forests

In order to assess the long-term spatiotemporal influence of the spruce budworm in sub-boreal mixedwood forests, we studied the effect of three successive outbreaks in a region of western Quebec, Canada. We used dendrochronology to detect past outbreaks in three areas (111-185 ha), based on the recruitment age of balsam fir (Abies balsamea) and on growth patterns of white spruce (Picea glauca), the two main host species of this defoliating insect. We also used a series of aerial photographs taken between 1935 and 2003 to evaluate overstory mortality and post-outbreak succession patterns in these same areas. Individual outbreaks had a spatially homogenous impact on host species throughout the region, but successive outbreaks differed in intensity: the two outbreaks around 1910 and 1980 caused widespread mortality in the overstory, but an outbreak around 1945 had little impact, probably because the forest mosaic had not yet recuperated from the 1910 outbreak. No clear outbreak was detected in the later part of the 19th century. In portions of the study areas where the 1910 outbreak had a major impact, between 36% and 50% of the stands were reoccupied by balsam fir stands in the period up to the 1980 outbreak (cyclic succession), the rest being at least partly replaced by nonhost species such as Betula spp. Changes in forest composition after the 1910 outbreak were mostly associated with upper-slope positions in all study areas. The 1980 outbreak also had a higher impact than earlier outbreaks in lower-slope positions dominated by black spruce (Picea mariana)-balsam fir mixtures. These results suggest that, at the regional scale, the abundance of mature or over-mature balsam fir stands does not determine the outbreak cycle. When an outbreak occurs, however, its impact will be strongly constrained by forest characteristics such as stand composition and structure, which are themselves influenced by previous disturbances and slope position.

Response of a boreal forest to canopy opening: assessing vertical and lateral tree growth with multi-temporal lidar data

Fine-scale height-growth response of boreal trees to canopy openings is difficult to measure from the ground, and there are important limitations in using stereophotogrammetry in defining gaps and determining individual crowns and height. However, precise knowledge on height growth response to different openings is critical for refining partial harvesting techniques. In this study, we question whether conifers and hardwoods respond equally in terms of sapling growth or lateral growth to openings. We also ask to what distance gaps affect tree growth into the forest. We use multi-temporal lidar to characterize tree/sapling height and lateral growth responses over five years to canopy openings and high resolution images to identify conifers and hardwoods. Species-class-wise height-growth patterns of trees/saplings in various neighborhood contexts were determined across a 6-km matrix of Canadian boreal mixed deciduous coniferous forests. We then use statistical techniques to probe how these growth responses vary by spatial location with respect to the gap edge. Results confirm that both mechanisms of gap closure contribute to the closing of canopies at a rate of 1.2% per annum. Evidence also shows that both hardwood and conifer gap edge trees have a similar lateral growth (average of 22 cm/yr) and similar rates of height growth irrespective of their location and initial height. Height growth of all saplings, however, was strongly dependent on their position within the gap and the size of the gap. Results suggest that hardwood and softwood saplings in gaps have greatest growth rates at distances of 0.5-2 m and 1.5-4 m from the gap edge and in openings smaller than 800 m2 and 250 m2, respectively. Gap effects on the height growth of trees in the intact forest were evident up to 30 m and 20 m from gap edges for hardwood and softwood overstory trees, respectively. Our results thus suggest that foresters should consider silvicultural techniques that create many small openings in mixed coniferous deciduous boreal forests to maximize the growth response of both residual and regenerating trees.

Spatial and temporal patterns of seedling and sapling recruitment within canopy gaps caused by spruce budworm

AbstractGap dynamics theory suggests that spatial and temporal patterns of species recruitment within canopy gaps may be due to differences in shade tolerance. Although this theory has been develop...

Climate‐induced changes in host tree–insect phenology may drive ecological state‐shift in boreal forests

Climate change is altering insect disturbance regimes via temperature-mediated phenological changes and trophic interactions among host trees, herbivorous insects, and their natural enemies in boreal forests. Range expansion and increase in outbreak severity of forest insects are occurring in Europe and North America. The degree to which northern forest ecosystems are resilient to novel disturbance regimes will have direct consequences for the provisioning of goods and services from these forests and for long-term forest management planning. Among major ecological disturbance agents in the boreal forests of North America is a tortricid moth, the eastern spruce budworm, which defoliates fir (Abies spp.) and spruce (Picea spp.). Northern expansion of this defoliator in eastern North America and climate-induced narrowing of the phenological mismatch between the insect and its secondary host, black spruce (Picea mariana), may permit greater defoliation and mortality in extensive northern black spruce forests. Although spruce budworm outbreak centers have appeared in the boreal black spruce zone historically, defoliation and mortality were minor. Potential increases in outbreak severity and tree mortality raise concerns about the future state of this northern ecosystem. Severe spruce budworm outbreaks could decrease stand productivity compared with their occurrence in more diverse, southern balsam fir forest landscapes that have coevolved with outbreaks. Furthermore, depending on the proportion of balsam fir and deciduous species present and fire recurrence, changes in regeneration patterns and in nutrient cycling could alter ecosystem dynamics and replace black spruce by more productive mixed-wood forest, or by less productive ericaceous shrublands. Long-term monitoring, manipulative experiments, and process modeling of climate-induced phenological changes on herbivorous insect pests, their host tree species, and natural enemies in northern forests are therefore crucial to predicting species range shifts and assessing ecological and economic impacts.

Early response of Abies balsamea seedlings to artificially created openings

. Small-scale canopy openings are being increasingly recognized for their importance in boreal forest stand development. Yet more work is necessary to understand their effects on seedling growth. This study investigated the effect of different degrees of canopy opening (all trees cut, conifers cut, conifers girdled and control quadrats) in different stand types on Abies balsamea seedling recruitment, growth and architecture. The lack of a treatment effect on seedling establishment suggests that gaps primarily affect advance regeneration. In the first year after treatment the seedlings in the cut blocks (both conifer cut and all trees cut) responded with an increase in height growth. Changes in the leader to lateral branch ratio were also significant. Continued architectural change in terms of number of branches produced did not occur until after two years had passed. Although not significantly different from the control, increases can be observed in all measurements for the girdled treatment. It is therefore concluded that the growth response of advance regeneration is more important following canopy opening than new seedling recruitment and that seedling performance is greatest where degree of opening is greatest.

Gap regeneration of shade-intolerant Larix gmelini in old-growth boreal forests of northeastern China

Stand mapping and vertical and oblique tree crown projections were used to study gap characteristics and gap effects on the regeneration and stand development of Larix gmelini. The hypothesis is that waves of advance Larix regen- eration are recruited into the canopy layer following the crea- tion of canopy openings. In old-growth Larix forests of the northern Da Xingan Ling Mts., at 52 ?N, obliquely projected gaps (OPG) begin at a distance of 60 - 80 % of the canopy tree height from the southernmost stems bordering the gap and thus the OPGs may extend beyond the northern boundaries of the vertically projected gaps (VPG). Changes in the environ- ment and resource availability in the OPG result in increased Larix sapling survival. Due to a greater incidence of light, 10 - 30 yr old OPG saplings were more abundant than saplings in either a near-oblique projected gap (NOPG) or in the shadow of obliquely projected crowns (SOPC). The survival of sap- lings more than 30-yr old was highest when they were found in the OPG of one canopy opening and the VPG of another. This means that, following recruitment into an OPG, saplings then require the space found in a VPG to permit growth into the canopy. Thus, various-sized gaps contribute to the survival of different aged saplings by increasing the complexity of stand structure. Although individuals may regenerate in an OPG, successful recruitment into the canopy requires the available growing space of a VPG. This research suggests that shade intolerant Larix gmelini can maintain its canopy dominance without fire via gap regeneration.

Small gap dynamics in the southern boreal forest of eastern Canada: Do canopy gaps influence stand development?

Abstract Question: To what extent do small-scale disturbances in the forest canopy, created by natural disturbance agents, affect stand development? Doubts exist as to whether small canopy openings have any real effect on the understory tree recruitment, especially in boreal forests. Location: Conifer and mixed stands in the Gaspesian region in eastern Québec. The main natural disturbance agents are recurring outbreaks of Choristoneura fumiferana (eastern spruce budworm) and winds. Methods: Linear transects in 27 sites were used to describe the gap (< 0.1 ha) regime parameters, including gap fraction, gap size and change in disturbance severity through time. Three stand types were distinguished, based on a gradient of abundance of tree host species for the eastern spruce budworm. The impact of gaps was evaluated on the basis of changes in the number, the period of recruitment, and the composition of tree saplings present within gap areas. Changes were measured along the gap size gradient, and according to the pattern of recent budworm epidemics. Results: The gap fraction is highly variable (18%–64%) and is on average relatively high (42%). Gap sizes have a positively skewed distribution. In most cases the growth rate among gap filling saplings increased sufficiently to date disturbance events. The composition and the structure of understory trees were affected by gap formation. The number of shade-intolerant tree species did increase during or following periods of particularly severe canopy disturbances. However, the establishment or survival of shade intolerant species was not restricted to larger gaps or more intensely disturbed periods. Conclusions: In sub-boreal forests of Eastern Canada, small scale disturbances in the tree canopy influence stand regeneration dynamics, but not to the extent that parameters such as sapling composition and recruitment patterns depend on gap regime characteristics. Nomenclature: Farrar (1995).

Canopy Gap Characteristics and Disturbance Dynamics in Old-Growth Picea abies Stands in Northern Fennoscandia: Is the Forest in Quasi-Equilibrium?

Emulating natural disturbances in managed forests has been suggested as a potential solution to maintain habitat conditions similar to those observed in old-growth forests. We examined the gap attributes and disturbance history of old-growth Picea abies-dominated stands in the northern boreal vegetation zone of the Pallas-Yllästunturi National Park in northwestern Finland to evaluate the influence of gaps on forest dynamics and the temporal patterns of gap creation. Six stands located at two sites were sampled along 400-m-long linear transects so that all intersected gaps were measured and dated. The average proportion of the forest area in the gaps was 43.1% ± 7.5%. An average gap size was estimated to be 221 m2 ± 198 m2, whereas the median gap size was 170.2 m2. While only 20% of the gaps were smaller than 100 m2, nearly 85% of them were smaller than 300 m2. Gap creation was constant with no distinct peaks from 1965 to 2005. Thus, forest dynamics were driven by continuous small-scale disturbances and were characterized by quasi-equilibrium structure. However, the results of the growth release analysis indicated that more severe disturbance(s) may have occurred almost two centuries ago. Emulating this type of forest dynamics would imply selective or group harvesting of trees as the predominant methods, but larger-scale, more intensive cuttings could also be carried out periodically.

Sustainable Forest Management Preferences of Interest Groups in Three Regions with Different Levels of Industrial Forestry: An Exploratory Attribute-Based Choice Experiment

The challenge of sustainable forest management is to integrate diverse and sometimes conflicting management objectives. In order to achieve this goal, we need a better understanding of the aspects influencing the preferences of diverse groups and how these groups make trade-offs between different attributes of SFM. We compare the SFM preferences of interest groups in regions with different forest use histories based on the reasoning that the condition of the forest reflects the forest use history of the area. The condition of the forest also shapes an individual’s forest values and attitudes. These held values and attitudes are thought to influence SFM preferences. We tested whether the SFM preferences vary amongst the different interest groups within and across regions. We collected data from 252 persons using a choice experiment approach, where participants chose multiple times among different options described by a combination of attributes that are assigned different levels. The novelty of our approach was the use of choice experiments in the assessment of regional preference differences. Given the complexity of inter-regional comparison and the small sample size, this was an exploratory study based on a purposive rather than random sample. Nevertheless, our results suggest that the aggregation of preferences of all individuals within a region does not reveal all information necessary for forest management planning since opposing viewpoints could cancel each other out and lead to an interpretation that does not reflect possibly polarised views. Although based on a small sample size, the preferences of interest groups within a region are generally statistically significantly different from each other; however preferences of interest groups across regions are also significantly different. This illustrates the potential importance of assessing heterogeneity by region and by group.