Source: CONNECTICUT AGRICULTURAL EXPERIMENT STATION submitted to NRP
SEEING THE FOREST THOUGH THE TREES: FOREST STAND DYNAMICS AS A FUNCTION OF AGGREGATE DEVELOPMENT OF INDIVIDUAL TREES
Sponsoring Institution
National Institute of Food and Agriculture
Project Status
COMPLETE
Funding Source
Reporting Frequency
Annual
Accession No.
1012606
Grant No.
(N/A)
Cumulative Award Amt.
(N/A)
Proposal No.
(N/A)
Multistate No.
(N/A)
Project Start Date
Jun 2, 2017
Project End Date
May 31, 2022
Grant Year
(N/A)
Program Code
[(N/A)]- (N/A)
Recipient Organization
CONNECTICUT AGRICULTURAL EXPERIMENT STATION
PO BOX 1106
NEW HAVEN,CT 06504
Performing Department
Forestry & Horticulture
Non Technical Summary
Our earlier work on tree dynamics based on individual tree characteristics, species functional characteristics, and stand age will be extended to examine ninety years of change. These models will be refined by incorporating detailed topographic and edaphic data collected in collaboration with USDA-NRCS, effects of conspecific and total neighborhood density, and impact of annual soil moisture fluctuations. Examining the impact of soil moisture on individual stem growth and mortality is crucial because of the predicted fluctuations in annual precipitation extremes related to climate change. In addition, we will examine the effects of habitat factors and disturbance on spatio-temporal changes in community composition using repeated measurement analysis of variance and multivariate ordination techniques. This project will increase our understanding of temperate deciduous forest dynamics in general, and those of eastern North America specifically.The lower, but not insignificant, species richness of a temperate deciduous forest allows for more simplified models of forest stand dynamics to be developed and validated before extension into extremely complex and species rich tropical forests. Using the exceptionally long-term data set of the Old-Series tracts, we will integrate the approaches of both ecology and forestry disciplines to understand the relative importance and interaction of causal factors influencing individual tree development. Understanding the aggregate behavior of individual stems will increase our comprehension of the causal mechanism(s) driving forest stand development and of the reaction of forests to exogenous disturbance including eruption of a destructive non-native pest. Perhaps as important, this study provides an opportunity to examine alternative modes of analyzing multi-decadal data of individual tree growth, including effects of unanticipated disruptive events such as non-native pests. Thus, an early examination of analytical techniques for long-term data will become increasingly useful as additional data are collected on recently established plots such as most CTFS-ForestGEO sites.
Animal Health Component
15%
Research Effort Categories
Basic
70%
Applied
15%
Developmental
15%
Classification

Knowledge Area (KA)Subject of Investigation (SOI)Field of Science (FOS)Percent
12306201070100%
Goals / Objectives
As with the shift from chestnut to oak forests in the early 1900s, the emergence of a forest dominated by mesophytic hardwoods will alter the economic, ecological, and esthetic values of the forest. The consequences of these changes will last well into the 21st century. Historically, oak has been more economically valuable than maple and birch for its higher price, lower cull rates, and higher per acre volume growth. The shift from oak will also affect many wildlife and insect populations - discriminating against those species dependent on oak and favoring those species associated with maple and birch. Changes in esthetic values are important because of increased public use of the forested landscape for both home sites and recreation.The lower, but not insignificant, species richness of a temperate deciduous forest allows for more simplified models of forest stand dynamics to be developed and validated before extension into extremely complex and species rich tropical forests. Using the exceptionally long-term data set of the Old-Series tracts, scientists at The Connecticut Agricultural Experiment Station, in collaboration with others, will integrate the approaches of both ecology and forestry disciplines to understand the relative importance and interaction of causal factors influencing individual tree development. Understanding the aggregate behavior of individual stems will increase our comprehension of the causal mechanism(s) driving forest stand development and of the reaction of forests to exogenous disturbance including eruptions of destructive non-native diseases and pests such as gypsy moth.The overall objective of our research is to develop a model of forest stand dynamics based on the aggregate development of individual trees. Results from the analyses of specific objectives listed below will be integrated into an interactive model to examine the sensitivity of stand development trajectories to different initial stand composition and structure, edaphic factors, and disturbance regimes. The specific objectives are independent of each other. Specific objectives for individual species are to determine how survival, movement among crown classes (canopy strata), upper canopy residency rates, and diameter growth during stand development are influenced by: initial tree metrics, stand disturbance, edaphic factors, and neighborhood density. Specific stand level objectives are to determine the effects of disturbance and site factors on spatio-temporal changes in community composition using repeated measurement analysis of variance to examine trends of population level changes in abundance metrics.
Project Methods
Individual species - for the 24 tree and 8 shrub species with at least 150 stems, determine how survival, movement among crown classes (canopy strata), upper canopy residency rates, and diameter growth during stand development are influenced by:Initial tree metrics (e.g., crown class, diameter) - The procedures used in examining 70-year development of selected species (Ward et al. 1999) will be extended to 100 years. More recently, these procedures have been used to examine 25 years of canopy stratification in sapling stands (Ward 2017).Stand disturbance - Procedures used to examine the effects of disturbance on recruitment, growth, and mortality (Ward and Stephens 1989,Ward 2013) will be used and expanded upon to determine legacy effects through 100 years. Our 1:24000 aerial maps of extent and degree of defoliation on the study tracts will be digitized to assign cumulative decadal area estimates of defoliation to individual stems.Conspecific and total neighborhood density -We have previous experience examining the effect of neighborhood density on recruitment (Ward and Parker 1989, Ward et al. 1996), mortality (Ward et al. 1996), and estimates of spatial distribution. Updated analytical methods will be used to examine neighborhood effects on stand development and diversity (Piao et al. 2013, Wills et al. 2016, Wu et al. 2016).Edaphic factors - This will be completed in collaboration with USDA NRCS-Connecticut who will create GIS layers of topographic characterizations using Lidar data and detailed soil mapping on the study tracts. NRCS will also use the collected data in the development of their ecological site descriptions.Stand level - each of the 550 transect segments (each 100 m2) across the four tracts will be assigned (1) cumulative decadal area estimates of defoliation as noted above and (2) topographic and edaphic values derived using the USDA NRCS-Connecticut developed GIS layers also noted above. The effects of disturbance and site factors on spatio-temporal changes in community composition will be examined using:Abundance - Repeated measurement analysis of variance will be used to examine trends of population level changes in abundance metrics (e.g., density, basal area, and aboveground biomass) of both surviving and ingrowth stems for individual and combined species. This will extend an earlier 80 year analysis of general disturbance types on basal area and ingrowth at coarse spatial scales (Ward 2013) to a finer-scale 90 year analysis that incorporates site factors.ProceduresThe first three specific objectives will be accomplished by using data collected using methodologies of the previous eight inventories (1926-27 - 2007) and the planned survey of 2017 (Ward et al. 1999). The other two objectives will be accomplished in planned collaboration with USDA NRCS-Connecticut. During the ninth decadal survey of these tracts in 2017, woody vegetation data will be collected on all 550 transect segments (each 100 m2) using historic standards of this study as summarized below and in detail in the Appendix.A special concern of long-term studies is maintenance of data quality, i.e., consistency of data measurements and methods. Transect locations were permanently established in 1926 with rock cairns and wooden stakes that were replaced by metal bars. We have retained all original field data sheets. In addition, the continuity with overlapping principal investigators is unique for a study of this length: H.W. Hicock (1927-1957), G.R. Stephens (1957-1987), and J.S. Ward (1987-present).For all stems with diameters at least 1.2 cm at 1.37 m aboveground, data to be recorded will include: location, species, diameter, crown class (canopy position), and whether the stem is part of a sprout clump. Beginning in 1967, additional information has been collected to estimate aboveground biomass growth. These measurements will be repeated on the same 10% subset of stems used in earlier surveys. Dead stems will also be measured, but new live stems will be randomly assigned to maintain sample pool size. On a 1/1000-ha plot halfway between stations record all species, height class, and density of all tree seedlings less than 1.2 cm dbh; and record cover estimates of all shrub species.Piao, T., L.S. Comita, G. Jin, and J.H. Kim. 2013. Density dependence across multiple life stages in a temperate old-growth forest of northeast China. Oecologia 172:207-217. DOI 10.1007/s00442-012-2481-yWard, J.S., S.L. Anagnostakis, and F.J. Ferrandino. 1999. Seventy years of stand dynamics in Connecticut hardwood forests - the Old-Series plots (1927-1997). The Connecticut Experiment Station Bulletin 959 68p.Ward, J.S., and G.R. Parker. 1989. Spatial dispersion of woody regeneration in an old-growth forest, Indiana, USA. Ecology. 70: 1279-1285.Ward, J.S., G.R. Parker, and F.J. Ferrandino. 1996. Long-term spatial dynamics in an old-growth deciduous forest. Forest Ecology and Management 83: 189-202.Ward, J.S., and G.R. Stephens. 1989. Long-term effects of a 1932 surface fire on stand structure in a Connecticut mixed-hardwood forest. P.267-273 in Proceedings of the Seventh Central Hardwood Conference. USDA Forest Service General Technical Report NC-132. 304 p.Ward, J.S., and G.R. Stephens. 1996. Influence of crown class and survival and development of Betula lenta in Connecticut, USA. Canadian Journal of Forest Research 26: 277-288.Ward, J.S. 2013. Influence of disturbance on stand development during deciduous forest succession in Connecticut. P. 93-104 In Proceedings 18th Central Hardwood Conference. USDA Forest Service General Technical Report NRS-P-117. 531 p. [CD-ROM].Ward, J.S. 2017. Twenty-five year response of non-crop trees to partial release during precommercial crop tree management. Forest Ecology and Management 387: 12-18. http://dx.doi.org/10.1016/j.foreco.2016.05.036Wills, C., K.E. Harms, T. Wiegand, R. Punchi-Manage, G.S. Gilbert, D. Erickson, W. Kress, S.P. Hubbell, C.V.S. Gunatilleke, I.A.U.N Gunatilleke. 2016. Persistence of neighborhood demographic influences over long phylogenetic distances may help drive post-speciation adaptation in tropical forests. PLoS ONE 11(6): e0156913. doi:10.1371/journal.pone.0156913Wu,J., N.G. Swenson, C. Brown, C. Zhang, Ji. Yang, X. Ci, J. Li, L. Sha, M. Cao, and L. Lin. 2016. How does habitat filtering affect the detection of conspecific and phylogenetic density dependence? Ecology 97(5): 1182-1193.

Progress 10/01/19 to 09/30/20

Outputs
Target Audience:Discussed research findings on forest ecology and management during invited lectures, workshops, and field tours, and media interviews to other scientists, professionals, and the lay public. Specific details are given below in the Community of Interest section. Changes/Problems:Work restrictions related to pandemic slowed merging of data and integration with updated soils and geomorphic descriptions. What opportunities for training and professional development has the project provided?Three college student and two recent college graduate interns assisted with the data collection after thorough training on technical aspects and also included discussions of forest dynamics. How have the results been disseminated to communities of interest?Spoke on aspects of forest ecology and management at: Field tours and meetings: Connecticut DEEP forestry and wildlife professions, Massachusetts DCR-Division of Water Supply Protection, McLean Game Refuge, South Central Connecticut Regional Water Authority, and NRCS-CT, White Memorial Foundation; Colleague interactions: American Woodcock Society, Audubon Connecticut, Connecticut College, Ferrucci and Walicki, LLC, Forest Ecosystem Monitoring Cooperative, New England Forest Foundation, Ruffed Grouse Society, The Nature Conservancy, and Yale University; Media interviews: Connecticut Examiner and Danbury News Times; Lay talks/workshops (177 attendees): Cragin Memorial Library, Long Hill Garden Club, Madison Garden Club, Plant Science Day, Oak Resiliency Virtual Town Hall, Rhode Island Forest Conservators, Rhode Island Woodland Partnership; Professional talks/workshops (736 attendees who own or manage 27 million acres): Cornell University ForestConnect Webinars, Forest Health Monitoring Workshop, Oak Resiliency in Southern New England workshop, Rhode Island SAF, U.S. Fish & Wildlife Service webinar, Yankee SAF Carbon and multiple-use forest management workshop; and Scientific seminars (30 attendees): Society of American Foresters national convention, Yale University graduate students. What do you plan to do during the next reporting period to accomplish the goals?Final rectification of data sets should be completed during the next period. The data will then be integrated with the updated soils and geomorphic descriptions of all transect segments that is being completed by CT NRCS. These plots are also being integrated into the regional Forest Ecosystem Monitoring Cooperative.

Impacts
What was accomplished under these goals? The primary focus in 2020 was analysis and manuscript preparation describing the effects of defoliation induced mortality on the study areas and throughout southern New England. Also worked on incorporating study into the regional Forest Ecosystem Monitoring Cooperative.

Publications

  • Type: Journal Articles Status: Published Year Published: 2020 Citation: Ward, J.S., and S.C. Williams. 2020. Influence of deer hunting and residual stand structure on tree regeneration in deciduous forests. Wildlife Society Bulletin 1-12; DOI:10.1002/wsb.1120


Progress 10/01/18 to 09/30/19

Outputs
Target Audience:Discussed research findings on forest ecology and management during invited lectures, workshops, and field tours, and media interviews to other scientists, professionals, and the lay public. Specific details are given below in the Community of Interest section. Changes/Problems:We finished going through the 1926-1957 strip maps to include the 1932 data, add shrubs, and determine whether each stem was part of a sprout clump (to separate gamet vs. ramet mortality). We have found approximately 1-3% of stems were not included in the prior database.. What opportunities for training and professional development has the project provided?Two college student interns assisted with the data collection after thorough training on technical aspects and also included discussions of forest dynamics. Also trained three Connecticut College student interns on forest measurements and indicators of tree health. How have the results been disseminated to communities of interest?Spoke on aspects of forest ecology and management at: Field tours: Connecticut DEEP forestry and wildlife professions, Great Mountain Forest, Rebekah's Hill Flora and Fauna Preservation Society, South Central Connecticut Regional Water Authority, Town of Prospect, Weantinoge Heritage Land Trust, White Memorial Foundation; Colleague interactions: Connecticut College, University of New Hampshire, and University of Vermont faculty, Ferrucci and Walicki, LLC, Forest Ecosystem Monitoring Cooperative, and The Nature Conservancy; Media interviews: American Forests Magazine, Connecticut Woodlands Magazine, Hartford Courant, and Danbury News Times; Lay talks/workshops (378 attendees): Rhode Island's Private Woodlands Owners, Environmental Learning Centers of Connecticut, Rockville Public Library, Glastonbury Garden Club, Old Guard, Woodbridge Public Places; Professional talks/workshops (310 attendees): University of Vermont's webinar, University of New Hampshire workshop, Forest Health Monitoring Workshop, New England Society of American Foresters, Oak resiliency kickoff meeting; and Scientific seminars (23 attendees): Northeast Natural History Conference What do you plan to do during the next reporting period to accomplish the goals??Final rectification of data sets should be completed during the next period. The data will then integrated with the updated soils and geomorphic descriptions of all transect segments that is being completed by CT NRCS

Impacts
What was accomplished under these goals? The primary focus this year was to complete a survey of defoliation induced mortality on the study areas and throughout southern New England. This was accomplished by recording mortality of 868 oaks on the focus study areas. This data was supplemented with observations of 2227 oaks on an additional 24 study areas with long-term individual tree data. Pre-defoliation stand level oak mortality (3yr basis) averaged 2% and did not differ between stands that had been managed and unmanaged, nor among stands with subsequent no-low, moderate (single year or less than 50% defoliation), and severe defoliations (two or more years of 50% defoliation). Post-defoliation mortality did not differ between managed and unmanaged stands, but was much higher in severely defoliated stands (32%) than in stands with moderate (4%) or low-no defoliation (1%). Logistic regression indicated management had no effect on individual tree mortality, and unlike most earlier studies, mortality did not differ by canopy position. In severely defoliated stands, mortality of white oak was higher for northern red, black, and chestnut oak. Mortality decreased with size, but increased with growth rate.

Publications

  • Type: Journal Articles Status: Published Year Published: 2019 Citation: Ward, J.S. and J. Wikle. 2019. Increased tree growth maintains mature oak stand volume growth after thinning and crop tree management. Forest Science 65(6): 784-795. doi: 10.1093/forsci/fxz042
  • Type: Conference Papers and Presentations Status: Published Year Published: 2019 Citation: Ward, J.S. 2019. Rehabilitation of poorly stocked stands using a microstand approach. P. 145-154 In Proceedings of the Oak Symposium: Sustaining Oak Forests in the 21st Century through Science-based Management, S. Clark and C. Schweitzer (eds.). USDA Forest Service e-General Technical Report SRS-237. 192p.


Progress 10/01/17 to 09/30/18

Outputs
Target Audience:Discussed research findings on forest ecology and management during invited lectures, workshops, and field tours, and media interviews to other scientists, professionals, and the lay public. Specific details are given below in the Community of Interest section. Changes/Problems:We originally started going through the 1926-1937 strip maps to include the 1932 data, add shrubs, and determine whether each stem was part of a sprout clump (to separate gamet vs. ramet mortality). However, because we have found approximately 1-3% of stems were not included in the prior database, the process is taking much longer than expected. What opportunities for training and professional development has the project provided?Two college student interns school volunteered to assist with the data collection after thorough training on technical aspects and also included discussions of forest dynamics How have the results been disseminated to communities of interest?Spoke on aspects of forest ecology and management at: Field tours: Connecticut DEEP foresters, Yale University and University of New Hampshire faculty, South Central Connecticut Regional Water Authority, Weantinoge Heritage Land Trust; Media interviews: WTNH News Channel 8, Connecticut Fox-61, Connecticut Post, Hartford Courant, Danbury News Times, Connecticut Gardiner, and CT-TIMPRO Quarterly; Lay talks/workshops (121 attendees): Audubon Connecticut, Institute for Learning in Retirement, Cheshire Public Library, Plant Science Day, Cheshire Garden Club; Professional talks/workshops (272 attendees): New England Society of American Foresters, Yale Forestry Forum, and co-lectures with Dr. Mark Ashton (Yale) on "Silvics of individual species and stand dynamics" and "Silvicultural systems and practices " along with leading a field workshop on oak management and ecology at the Northeast Silviculture Institute for Foresters Mixed Oak-Hickory Symposium, Sturbridge, MA; Scientific seminars (86 attendees): 21st Biennial Central Hardwood Forest Conference and a Yale Seminar. What do you plan to do during the next reporting period to accomplish the goals?It should take most of the next period to rectify the data sets. We are still going through the old data sheets to find any missing/incorrect data. Working with CT DEEP and CT NRCS, we hope to have updated soils and geomorphic descriptions of all transect segments.

Impacts
What was accomplished under these goals? The focus this year was to complete the fifth regeneration surveys of study areas. This was accomplished on over two hundred fifty 1/1000 ha (10m^2) sample plots. This past year we also completed data entry of the 10,520 stems tallied in 2017 which included live stems, new ingrowth, and morality for all stems with diameters >1.2 cm. We are rectifying trees in the database with strips maps from 1926{1927}, 1932, {1934}1937, and 1957 to identify missing stems along with previously unentered of shrub species and data from 1932. Once completed, we will rectify the database with previous surveys prior to begin data analysis and writing.

Publications

  • Type: Journal Articles Status: Published Year Published: 2018 Citation: Ward, J.S., and S.C. Williams. 2018. Effect of tree diameter, canopy position, age, and browsing on stump sprouting in southern New England. Forest Science 64(4) 452-460. doi: 10.1093/forsci/fxx023
  • Type: Conference Papers and Presentations Status: Accepted Year Published: 2019 Citation: Ward, J.S. 2019. Rehabilitation of poorly stocked stands using a microstand approach. P. xxx-xxx In Proceedings of the Oak Symposium: Sustaining Oak Forests in the 21st Century through Science-based Management, Clark, S. (ed.). USDA Forest Service General Technical Report SRS-P-xxx. (in press)
  • Type: Other Status: Accepted Year Published: 2019 Citation: Ward, J.S. 2019. Assessing effectiveness of oak regeneration prescriptions. New England Society of American Foresters News Quarterly. 80 (1): (in press)


Progress 06/02/17 to 09/30/17

Outputs
Target Audience:Discussed research findings on dynamics of unmanaged forests during field tours, workshops, and visits in collaboration with Connecticut Forest and Park Association, CT Society of American Foresters, Connecticut Gardening Study School, Steep Rock Preserve, Oak Symposium: Sustaining Oak Forests in the 21st Century through Science-based Management in Knoxville, TN, Northeast Silviculture Institute for Foresters Mixed Oak-Hickory Symposium, CT Department of Energy and Environment Protection foresters and wildlife managers, and meet with a professor at Southern Connecticut State University to discuss collaborative research. Changes/Problems: Nothing Reported What opportunities for training and professional development has the project provided?One college student and one high school volunteer assisted with the data collection after thorough training on technical aspects and also included discussions of forest dynamics How have the results been disseminated to communities of interest?As noted in the Target Audience section - we discussed research findings on dynamics of unmanaged forests during field tours, workshops, and visits in collaboration with Connecticut Forest and Park Association, CT Society of American Foresters, Connecticut Gardening Study School, Steep Rock Preserve, Oak Symposium: Sustaining Oak Forests in the 21st Century through Science-based Management in Knoxville, TN, Northeast Silviculture Institute for Foresters Mixed Oak-Hickory Symposium, CT Department of Energy and Environment Protection foresters and wildlife managers, and meet with a professor at Southern Connecticut State University to discuss collaborative research. What do you plan to do during the next reporting period to accomplish the goals?It should take most of the next period to rectify the data sets. We are also going through the old data sheets to find any missing/incorrect data. We also will conduct the fifth inventory of regeneration on over 250 mil-hectare sample plots. Working with CT DEEP and CT NRCS, we hope to have updated soils and geomorphic descriptions of all transect segments.

Impacts
What was accomplished under these goals? The focus this year was to complete measurements of study areas that included: diameter, crown class, and health metrics of trees found in previous survey and of new ingrowth. This past year we recorded data on 10,520 live stems with diameters >1.2 cm to increase the total database of trees noted since 1926-27 to 48,230. We are currently rectifying the database with previous surveys prior to begin data analysis and writing.

Publications