Lorena Gómez-Aparicio

APPLYING PLANT FACILITATION TO FOREST RESTORATION: A META-ANALYSIS OF THE USE OF SHRUBS AS NURSE PLANTS

After a millenarian history of overexploitation, most forests in the Medi- terranean Basin have disappeared, leaving many degraded landscapes that have been re- colonized by early successional shrub-dominated communities. Common reforestation tech- niques treat these shrubs as competitors against newly planted tree seedlings; thus shrubs are cleared before tree plantation. However, empirical studies and theory governing plant- plant interactions suggest that, in stress-prone Mediterranean environments, shrubs can have a net positive effect on recruitment of other species. Between 1997 and 2001, we carried out experimental reforestations in the Sierra Nevada Protected Area (southeast Spain) with the aim of comparing the survival and growth of seedlings planted in open areas (the current reforestation technique) with seedlings planted under the canopy of preexisting shrub species. Over 18 000 seedlings of 11 woody species were planted under 16 different nurse shrubs throughout a broad geographical area. We sought to explore variation in the sign and magnitude of interactions along spatial gradients defined by altitude and aspect. In the present work, we report the results of a meta-analysis conducted with seedling survival and growth data for the first summer following planting, the most critical period for reforestation success in Mediterranean areas. The facilitative effect was consistent in all environmental situations explored (grand mean effect size d 1 5 0.89 for survival and 0.27 for growth). However, there were differences in the magnitude of the interaction, depending on the seedling species planted as well as the nurse shrub species involved. Additionally, nurse shrubs had a stronger facilitative effect on seedling survival and growth at low altitudes and sunny, drier slopes than at high altitudes or shady, wetter slopes. Facilitation in the dry years proved higher than in the one wet year. Our results show that pioneer shrubs facilitate the establishment of woody, late-successional Mediterranean spe- cies and thus can positively affect reforestation success in many different ecological settings.

Canopy vs. soil effects of shrubs facilitating tree seedlings in Mediterranean montane ecosystems

Abstract Question: Is the facilitative effect of nurse shrubs on early recruitment of trees mediated by a ‘canopy effect’ (microclimate amelioration and protection from herbivores), a ‘soil effect’ (modification of soil properties), or both? Location: Two successional montane shrublands at the Sierra Nevada Protected Area, SE Spain. Method: Seedlings of Quercus and Pinus species were planted in four experimental treatments: (1) under shrubs; (2) in open interspaces without vegetation; (3) under shrubs where the canopies were removed; (4) in open interspaces but covering seedlings with branches, mimicking a shrub canopy. Results: Both effects benefited seedling performance. However, microclimatic amelioration due to canopy shading had the strongest effect, which was particularly pronounced in the drier site. Below-ground, shrubs did not modify soil physical characteristics, organic matter, total N and P, or water content, but significantly increased available K, which has been shown to improve seedling water-use efficiency under drought conditions. Conclusions: We propose that in Mediterranean montane ecosystems, characterised by a severe summer drought, pioneer shrubs represent a major safe site for tree early recruitment during secondary succession, improving seedling survival during summer by the modification of both the above- and below-ground environment. Nomenclature: Castroviejo et al. (1986–2001) for Quercus and Pinus species, and Molero-Mesa et al. (1992) for shrub species.

Facilitation of tree saplings by nurse plants: Microhabitat amelioration or protection against herbivores?

Abstract Question: Positive interactions are predicted to be common in communities developing under high physical stress or high herbivory pressure due to neighbour amelioration of limiting physical and consumer stresses, respectively. However, when both stress sources meet in the same community, the relative importance of the two facilitation mechanisms is poorly understood. We ask: What is the relative importance of abiotic vs. biotic mechanisms of facilitation of tree saplings by shrubs in Mediterranean mountain forests? Location: Sierra Nevada, SE Spain (1800–1850 m a.s.l.) Methods: Saplings of four tree taxa (Acer opalus ssp. granatense, Quercus ilex, Pinus nigra ssp. salzmanii and P. sylvestris var. nevadensis) were planted following a 2 × 2 factorial design: two levels of herbivory (control and ungulate exclusion) and two microhabitats (under shrubs and in open areas). Sapling survival and growth were monitored for five years. Results: Shrubs had positive effects on sapling survival both in control...