Source: PENNSYLVANIA STATE UNIVERSITY submitted to NRP
BEDROCK AND CLIMATE ADAPTATION IN FORESTS
Sponsoring Institution
National Institute of Food and Agriculture
Project Status
ACTIVE
Funding Source
Reporting Frequency
Annual
Accession No.
1030807
Grant No.
2023-67011-40389
Cumulative Award Amt.
$119,576.00
Proposal No.
2022-11379
Multistate No.
(N/A)
Project Start Date
Jun 1, 2023
Project End Date
May 31, 2026
Grant Year
2023
Program Code
[A7101]- AFRI Predoctoral Fellowships
Recipient Organization
PENNSYLVANIA STATE UNIVERSITY
408 Old Main
UNIVERSITY PARK,PA 16802-1505
Performing Department
(N/A)
Non Technical Summary
With changing climate, an important concern is maintaining ecosystem services, such as carbon sequestration, nutrient cycling, soil stabilization, and habitat for wildlife, as many native species of trees are expected to undergo stress or death with rising temperatures and changing patterns of precipitation. One way to mitigate impacts on ecosystem function is through "assisted migration", which is the human transfer of species whose habitat is expected to shift into new areas in the coming century. By moving these trees early, we allow them to begin establishing now. However, while native trees may struggle under future conditions, the human transferred species adapted to future climate may be challenged to survive and grow in a climate that is not yet ideal for their growth. How do we both support our native trees expected to struggle under future climates, and these future-adapted trees that may struggle under current climate? One solution may be bedrock, the solid rock underlying the soil profile. Two main bedrock types are commonly found under Pennsylvania forests: sandstone and shale. Tree species can have a "preference" for one bedrock compared to another, which may have to do with physical and chemical properties of the bedrocks that drive differences in nutrient availability, pH, and water retention. In this project, I will seek to understand whether targeted planting of tree species over different bedrocks can help mediate survival of native and future-adapted forest species. Over the course of this project, I will collect tree seedling survivorship and growth data, characterize leaf physiology, and analyze genetic expression to understand how individuals for different species are responding to broad changes in nutrient availability across sites with different underlying geologies. Patterns of seedling survivorship, growth, and physiological/genetic adaptation will be used to identify soil/geological characteristics each species needs to survive and thrive and guide future planting and management recommendations.
Animal Health Component
(N/A)
Research Effort Categories
Basic
100%
Applied
(N/A)
Developmental
(N/A)
Classification

Knowledge Area (KA)Subject of Investigation (SOI)Field of Science (FOS)Percent
12306991070100%
Goals / Objectives
The overarching goal of this project is to determine whether targeted planting of native and future-adapted tree species over different bedrock types can help mitigate the effects of changing climate on tree survivorship and growth. To this end, the three main objectives of the project are to: 1.) quantify survivorship and growth of native and incoming species on shale vs sandstone bedrock 2.) analyze soil, root, and leaf samples to determine nutrient availability to plants on both bedrock types and elucidate how soil resources may affect forest adaptation to climate change and 3.) determine how physiological characteristics of plants change with site and genes/pathways involved with the development of these characteristics. This research aims to provide land managers with metrics for understanding the soil and bedrock preferences of tree species they are managing. Outcomes from this research will be disseminated to both private and public land managers through publications, presentations, and resources/data made publicly available online, including registration in the Climate Change Response Framework, creation of a project website, and addition of sequenced transcriptome samples to the NCBI Gene Expression Omnibus Database.
Project Methods
Data to address the three objectives will be collected on tree seedlings that I planted in 2021 in a common garden experiment in Stone Valley Experimental Forest and Rothrock State Forest. The experiment consists of four plots in Stone Valley, two on sandstone and two on shale bedrock, each planted with 250 seedlings, as well as two plots in Rothrock State Forest. The following methods will be used to achieve our three research objectives:Objective 1: Quantify survivorship and growth of native and incoming species on shale vs sandstone bedrock.Seedling height, diameter, and survivorship for each seedling will be measured twice a year, in April and November, from 2021 to 2023. Analysis will compare survivorship and growth 1.) by species (native vs future-adapted) 2.) by site (shale vs sandstone sites), and 3) by year and season to identify weather conditions (e.g cold winter, hot summer) that influence seedling survival.Objective 2: Analyze soil, root, and leaf samples to determine nutrient availability to plants on both bedrock types and elucidate how soil resources may affect forest adaptation to climate changeSix equally spaced points were selected within each of the four Stone Valley plots. At each point, four soil core samples were collected equally spaced from the center and then composited. At each plot, two leaves from three individuals of oak species were collected. The macro and micronutrient concentration in each soil and leaf sample were determined through analysis at the Agricultural Analytics lab at Penn State. Post-processing analysis will focus on understanding patterns in macro- and micro-nutrient availability by bedrock type.Objective 3: Determine how physiological characteristics of plants change with site and genes/pathways involved with the development of these characteristics.Leaf characteristics including leaf mass area, stomatal conductance, and water use efficiency will be measured for 10 individuals of the seven deciduous study species. Leaf mass area, the ratio between plant dry mass and area, represents physiological change in response to environmental stress. Different layers of plant tissue have different molecular and cellular compositions and change in mass with respect to area is often a trade-off between allowing increased gas exchange and protecting the plant from environmental stress. Stomatal conductance is the rate of gas exchange via the leafstomata, and water use efficiency represents the tradeoff between carbon dioxide taken up through the stomata and water lost to the environment by keeping stomata open. The timing of stomatal opening/closing can vary with response to environmental stress. Data collection will occur over a two-week period in mid-June. Stomatal conductance will be measured using a porometer, followed by destructive harvesting of sampled leaves. All collected leaves will be dried, weighed, and then scanned using an area scanner before crushing to a fine powder for analysis of water use efficiency using isotope ratios in a laboratory setting. Genetic sampling of 40 southern red oak individuals will be done in early June. Two leaves will be collected from each individual. Sampled leaves will be processed using mechanical extraction methods, as well as a chemical extraction process before sequencing at the Penn State Genomics Core Facility. Transcriptomes will be annotated using the Northern Red Oak (Quercus rubra) genome. For both physiological and gene expression analyses, the emphasis will be on comparing observed traits/expression for individuals on plots overlying shale vs sandstone.Efforts will be made to augment land manager knowledge throughout the experimental process. First, land managers at Penn State's Forestlands Management Office and DCNR's Climate Change Committee were provided a detailed description of the planned planting and rationale. Members of these organizations assisted with the selection of the sites, including site visits. Communication about the project and its goal will be expanded beyond these two management offices using accessible signs at each site linking to a public website, as well as registration of the sites with the Climate Change Response Framework. Presentations at the local and regional levels, including extension meetings, conferences, and workshops, will engage a variety of land managers including private landowners, local and state government officials, and research foresters. Finally, presentation at the national level and journal publication will enable widespread of information acquired during this study outside of the regional management area.Evaluation of the project will occur through meetings on a variety of sizes and time scales. Meetings between the PD and Primary Mentor will occur weekly to discuss updates on data collection and analysis. The PD will meet with all project mentors annually (December 2023/4), and give a formal project presentation including visualizations of all data analyzed and discussion of steps for the upcoming year. Targets for these meetings are as follows: 1.) collection and processing of all field data by the December 2023 meeting and 2.) analysis of field data and preliminary drafts of final deliverables for the project by the December 2024 meeting. The final deliverables for the project are outlined in the "Products" section above. Presentations, workshops, and publications will serve as additional points of evaluation of project progress. Attendance and verbal/written feedback from these public events will serve as a metric for evaluating the engagement of land managers with the project.

Progress 06/01/24 to 05/31/25

Outputs
Target Audience:Target audiences reached by my efforts include: forest geneticists and conservation managers from the US, Canada, and Mexico present at the North American Forest Genetics Society meeting in Oaxaca, Mexico in June 2024, along with any forest managers/decision makers they interacted with forest landowners and land managers in the state of Pennsylvania through participation in the biannual Forest Landowner Conference at Penn State University in March 2025 as a presenter and participation in the "Keeping Penn's Woods Healthy" workshop in October 2024 as a presenter in collaboration with the Northern Institute for Applied Climate Science Changes/Problems:The timeline for this project has shifted - while originally proposed to end May 31st, 2025, the grant has been extended (No-Cost Extension) to end on May 31st, 2026. The reason for this extension is to allow for publication of all three journal articles as well as attendance of two conferences to present findings. Funding was used to attend the North American Forest Genetics Society conference in 2024, which was not one of the originally proposed conferences. Attendance of this event allowed for the presentation and discussion of emerging results with an expert audience in a timely fashion for project development, as well as networking surrounding the project with a unique audience of forest genetics experts from across the United States as well as two other countries. An abstract has been accepted for a presentation at the 2025 Ecological Society of America meeting. This is a later year than originally proposed and allows for the presentation of a completed dataset for objectives 1&2 and analyses through fall 2024. Research objectives originally emphasized underlying geology as a potential driver for differences in species survival and growth. In addressing objectives 1 & 2, we have found that individual soil macro and micronutrients were a stronger predictor of trends in survival/growth for most of the study species than underlying geology alone. Publicationswill therefore focus more on the impact of "soil nutrient profiles" than "bedrock" as potential explanatory variables for success of study species. What opportunities for training and professional development has the project provided?Three undergraduate student participated in collection and processing of soil samples, measurement of physiological variables during the summer field season and measurements of survival/growth variables during the fall. How have the results been disseminated to communities of interest?Results were presented at three different conferences/events: the North American Forest Genetics Society meeting in June 2024 in Oaxaca, Mexico, the "Keeping Penn's Woods Healthy" workshop in October 2024 and the Forest Landowner Conference in March 2025 at Penn State University. The first conference reached an audience of forest geneticists, ecophysiologists and conservation managers from the US, Canada, and Mexico. The Forest Landowner Conference and "Keeping Penn's Woods Healthy" workshops reached landowners state-wide, as well as local and state forest management individuals and students. What do you plan to do during the next reporting period to accomplish the goals?Objective 1: Quantify survivorship and growth of native and incoming species on shale and sandstone bedrock I plan to publish research results on survivorship and growth as related to site and soil variables as well as climate adaptation strategy. I will present the results of this work at the Ecological Society of America meeting in August 2025. Objective 2: Analyze soil, root, and leaf samples to determine nutrient availability to plants on both bedrock types Same as objective 1. Objective 3: Determine how physiological characteristics of plants change with site and genes/pathways involved with the development of these characteristics. I will conduct statistical analysis on physiological data collected on individuals of three species (northern red oak, sugar maple, and sweetgum), from June 2024-August 2024 as detailed above, and publish the results. Additionally, I will complete ongoing analysis of gene expression data from four oak species (black oak, northern red oak, southern red oak, and white oak), and aim to publish in New Phytologist. I will present these results at the Forest Genetics Conference in June 2025 at Penn State University.

Impacts
What was accomplished under these goals? Objective 1: Quantify survivorship and growth of native and incoming species on shale and sandstone bedrock Survival, height and diameter measurements were taken on all seedlings at all planting sites in November 2024, marking the completion of the dataset used in analysis of trends in survival and growth. Statistical analyses were performed to assess trends in survival and growth by species, by climate adaptation strategy, by underlying geology and soil characteristics, as well as by year and season. A publication detailing these results has been drafted and is being edited for submission for publication with target journal Forest Ecology and Management. Objective 2: Analyze soil, root, and leaf samples to determine nutrient availability to plants on both bedrock types Soil, organic matter and leaf litter samples collected in May 2024 were processed in June 2024, including drying, sieving/crushing to appropriate size, and submission to the local Penn State Agricultural Analytical Lab to test for composition of several key soil macro and micronutrients along with other key soil characteristics. Statistical analyses were performed on the results and are included in the draft publication mentioned above. Objective 3: Determine how physiological characteristics of plants change with site and genes/pathways involved with the development of these characteristics. A two-month long field season was conducted from mid-June to mid-August 2024, during which stomatal conductance, soil moisture, temperature and humidity were measured across a drought period. The goal of these measurements wasto evaluate the effectiveness of sites overlying different geologies in supporting seedlings through drought stress, which is projected to increase under future climate conditions. Leaves were harvested, weighed, scanned, and sent for isotope analysis at the Central Appalachian Stable Isotope Facility. Gene expression data collected from black oak seedling leaves were sequenced at the Genomics Core Facility at Penn State and added to the transcriptomics dataset. Preliminary analyses of gene expression by site were completed and are in discussion with collaborators currently.

Publications


    Progress 06/01/23 to 05/31/24

    Outputs
    Target Audience:The target audience for the project over the past year has included nursery professionals, state and national forestry agencies, and small to medium sized nonprofit organizations, reached through publication in the "Tree Planter Notes" after the Northeast and Southern Forest and Conservation Association Nursery Meeting in July 2023. Another audience for this work has been ecologists, particularly students and young professionals in ecology, and professors attending professional ecology conferences. This work was presented at the department scale, at the college level, and to a university audience in poster format, as well as at a regional Ecological Society of America (ESA) conference in March-April 2024. Changes/Problems:Objective 2: Additional soil parameters were quantified at each site, including adding a second depth (10-20 cm) in order to evaluate nutrients available to tree roots, and sampling the O horizon to identify nutrients at the soil surface. Measures of soil moisture and texture were also collected. Leaf sampling in 2022 was inconclusive - due to the small size of seedling leaves compared to the required weight for micronutrient processing methods, leaves from individual trees could not be processed separately and had to be pooled by site, reducing the sample size below the required levels for reasonable statistical conclusions. In 2024, leaves will be collected from sample sweetgum trees, and, if large enough, processed to evaluate nutrient content differences by site. Objective 3: Focus has shifted from collecting additional transcriptomic samples in July 2023 to expanding the sequenced dataset from leaf samples collected in 2021. This is due to inconsistent mortality across sites for northern red oak, with some sites having a high enough sample size remaining for comparison, while other sites have only 1-2 remaining seedlings. Mortality is likely a reflection both of treatment differences, and of the fragility of seedlings. Focusing on understanding gene expression in the first season, therefore, may provide hints as to what conditions favored/stressed the seedlings. Sequencing in 2024 will consist of 16 samples from an additional species (black oak) collected in the 2021 season and frozen at -80 until processing, as well as adding four additional samples to genetic data sequenced in 2021. These challenges reflect the difficulties in working with tree seedlings, whose survival strategy is often to produce in large numbers with the hopes that a small subset survive to adulthood. Physiological sampling will consist of the same three parameters (stomatal conductance, water use efficiency, and leaf mass per area), but be focused on two main species, sweetgum, and northern red oak, measured across two underlying geologies. What opportunities for training and professional development has the project provided?Four undergraduate students associated with the Kaye Forest Dynamics Lab Group have visited the field sites and been able to participate in data collection and discussion of field results. How have the results been disseminated to communities of interest?The project director has participated in one presentation at the department level, two poster sessions at the university level (one targeting the College of Agriculture and the other open to a general audience), and a poster session at the Mid-Atlantic Regional Ecological Society of America communicating preliminary project results. An abstract has been submitted and accepted for a poster presentation at the North American Forest Genetics Symposium (NAFGS) in Oaxaca, Mexico, in June, which is expected to bring together forest genetics researchers from the US, Canada, and Mexico. Information about establishing project sites, and tools available to a general landowner audience was presented to the Northeast and southern forest and conservation association nursery meeting on July 18,2024, along with a field site visit two days later on July 20, 2024 state and national forest resource professionals. Material presented at that conference has been written out and will be published in the Tree Planters' Notes spring 2024 (see publications above). Dissemination of project information online has begun with creation of a project website, and distribution of the link to that website on signs located at each research site. Finally, the project director is finalizing registration of the research sites with the Climate Change Response Framework (CCRF) as a part of their climate adapted demonstration site network. What do you plan to do during the next reporting period to accomplish the goals?Objective 1: Survivorship and growth data all seedlings will be quality-controlled. Models will be generated to describe trends in survivorship and growth based on species, site geology, and climate-adaptation strategy. Objective 2: Soil data from the updated collection in 2022 will be incorporated into models estimating survivorship and growth. Multivariate analyses, such as principle component analysis, will be used to separate out the effects of individual soil elements on survival, growth, and leaf physiology/gene expression. Objective 3: A second summer of leaf physiology data will be collected from mid-June to mid-August. At each sampling point, a leaf stomatal conductance will be paired with soil moisture, and evaluated in the context of seasonality. Differences in species response to seasonal patterns by bedrock will be evaluated. At the end of the season, leaves will be harvested for assessment of leaf mass to area ratio, and then sent off for evaluation of carbon isotope concentrations and calculation of seasonal water use efficiency. These variables will explain both how the seedlings respond to drought stress, and how that response is impacted by underlying soil conditions. As the project wraps up within the next year, a major goal will be to generate models that describe the connection of observed survivorship, growth, genetic expression, and physiological response with underlying site geology. Data generated will be described in the publication of three manuscripts, and datasets/code will be made publicly available where possible.

    Impacts
    What was accomplished under these goals? Objective 1: Seedling height, diameter, and survival for 1700 seedlings were collected across all six research plots at two different time points. This concludes a three year dataset of fall and spring survival and growth data for seedlings planted in 2021, and all of the subsequent replantings at the research sites. Objective 2: In-depth soil sampling was conducted in May 2024. 6 soil cores were taken at two depths (0-10 and 10-20 cm) to measure soil nutrient content. Objective 3: 30 oak leaf tissue samples were submitted for sequencing. These include 4 additional samples from northern red oak, southern red oak, and white oak to complement data collected in August 2021 on differential gene expression at two sites on different bedrocks. An additional 16 individuals (8 from each site) for a new species, black oak, were added to complete the dataset. A first year of leaf physiology data was collected on a set of 72 leaf samples from two species, northern red oak and southern red oak in August 2023. Stomatal conductance was sampled repeatedly throughout the month, followed by harvesting, measurement of leaf mass/area ratios, and submission of leaf samples for carbon isotope analysis.

    Publications

    • Type: Journal Articles Status: Awaiting Publication Year Published: 2024 Citation: Alving, D. and Kaye, M. Designing Small-Scale Climate-Adapted Forests - Takeaways from a Student Climate Adapted Forest Experimental Setup. Tree Planters Notes, 67(1)