:E... . . £- it: :1 31 . i... a .5. 0.3.... 1. L .2311}. .5 3 9.5.: .. ‘ .13....vlnfl 11“.”...10‘. 5.5.: 3 LIBRARY 21308 Michigan State University This is to certify that the dissertation entitled THE LONG-TERM EFFECTS OF LOW INTENSITY FIRES IN A MATURE RED PINE (PINUS RESINOSA AIT.) PLANTATION presented by SHAILENDRA N. ADHIKARY has been accepted towards fulfillment of the requirements for the Doctoral degree in Forestry 5 /~ {I W A J .- _ \, 'L ““Q» I" C / (51-; ’1 1‘4 K&.\\__.‘\-- J” Major Professor’s Signature P or \_ \(‘ivfiv , :50 \ ,LC‘O E7, ‘ a; Date MSU is an affirmative-action, equal-opportunity employer PLACE IN RETURN BOX to remove this checkout from your record. TO AVOID FINES return on or before date due. MAY BE RECALLED with earlier due date if requested. DATE DUE DATE DUE DATE DUE 5/08 K:/Proj/Acc&Pres/ClRC/DateDue.indd THE LONG-TERM EFFECTS OF LOW INTENSITY FIRES IN A MATURE RED PINE (PIN US RESINOSA AIT.) PLANTATION By Shailendra N. Adhikary A DISSERTATION Submitted to Michigan State University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY Department of Forestry 2008 ABSTRACT THE LONG-TERM EFFECTS OF LOW INTENSITY FIRES IN A MATURE RED PINE (PIN US RESINOSA AIT.) PLANTATION By Shailendra N. Adhikary This study focuses on the long-term effects of one- to two-decade-old prescribed low-intensity tires at varying intervals on the vegetation dynamics of a red pine plantation in northern Lower Michigan. One—bum, two-bums at a five-year interval, four- bums at two-year intervals, and unburned control plots were organized in a randomized complete block design during 1985 to 1991 and measured in the summers of 2001 and 2003. Overall, the effects of fire were apparent two decades after cessation of burning. The fires had no effect on basal area, volume and mean annual increment (MAI) of the overstory (>10 cm dbh); species richness, diversity and density of the woody understory (>l.4m tall and < 10cm dbh); and percent cover of ground vegetation (< 1.4m tall). However, when compared to unburned controls, burnings decreased overstory tree density. The dominant overstory (>420m dbh) and small understory (0-2 cm dbh) woody density were higher in burned plots, especially those repeatedly burned; whereas, sub- canopy (10-32 cm dbh) and large understory (6.1 to 10 cm dbh) woody densities were lowest in four-bum treatments. The more frequent the fires, the smaller were the diameters of understory woody plants. Ground vegetation (<1.4 m tall) species diversity was highest in repeatedly burned plots. Bracken fern, Rubus spp., wild lily-of-the-valley, and red pine seedlings had highest coverage. The consistent increase in importance values of overstory and the understory red pine in burned plots as well as suppression of red maple and other hardwoods indicated a shift in composition towards highly fire-adapted red pine, which in the long run will dominate the future canopy. Red maple, beech and white ash will also persist through new recruits. The above data were projected 100 years into the future with and without a series of thinnings via the Forest Vegetation Simulator (F VS). Compared to unburned controls the key features of projected burned stands were extremely dense post-fire regeneration, higher inequality in size-classes, higher mortality/self thinning, and a sharper decline in density. At the end of no-management, unburned controls had grown slower and retained the densest understory and lowest overstory density. High red pine sub-canopy density produced by one- and two-bums indicates that low-intensity bums were sufficient to kill competing low vegetation and stimulate red pine reproduction, which grew into the mid- canopy layer of four-bum plots. Burning, especially if repeated and followed by thinning, slowed down mortality, enhanced recruitment, stimulated growth of larger trees, extended the growth culmination age, and increased MAI and cumulative volume production. F our-bum treatments, particularly after the second thinning, produced the highest cumulative volume and the most uniform stand structure across tree size classes. Thus, frequent burning in mid- rotation, especially if combined with subsequent thinning, could be the basis of long-term sustainability, high productivity, and increases in biodiversity of red pine stands. In the deep recollection of my ever loving father, Bodh N. Adhikary, a great source of inspiration. iv ACKNOWLEDGEMENTS I would like to acknowledge Dr. Donald Dickmann, my advisor, for his untiring effort in helping me to accomplish this work, from its inception to this stage. He was always available when I had a question or problem. His boundless optimism and encouragement was inspiring. I would like sincerely to thank Dr. Daniel Keathley who not only provided funding for my graduate studies but also guided me throughout the program. He was a great source of inspiration. I would also like to thank the other committee members, Dr. Peter Murphy and Dr. Carolyn Malmstrom, who intellectually supported me and my work. I thank the administrative staff at the Department of Forestry who was very helpful during my study. I am thankful to my colleagues, especially Robert Bloye who was always available and so helpful in the lab as well as in the field. I would like to thank staff of the herbarium, Department of Plant Biology, MSU, for the use of the herbarium and other resources available there. Also, I thank Mike Penskar the Botany Program Leader at Michigan Natural Features Inventory for helping me identify plant specimens. I would like to thank the Pigeon River Country State Forest Management Unit staff, especially Joe Jerecky, Unit Manager, who provided accommodations and other logistics and was supportive of my field work. Last but not least, I am indebted to my spouse Maiya, son Omendra and daughter Ambuja who accompanied me in the field and helped me collect data. Likewise, I am thankful for the incredible support and encouragement I received from my family back home in Nepal, especially from my mother, brothers and sisters. TABLE OF CONTENTS LIST OF TABLES ......................................................................... IX LIST OF FIGURES ........................................................................ XI Chapter 1: Literature Review ............................................................. l 1.1 Disturbance theory ....................................................................... 1 1.1.1 Definitions/disturbance regime. ........................................................ 1 1.1.2 Climatic climax or Monoclimax theory .................................... 4 1.1.3 Modern theories ................................................................ 6 1.1.3.1 Non-equilibrium .................................................... 6 1.1.3.2 Patch dynamics ..................................................... 7 1.1.3.3 Hierarchical patch dynamics ..................................... 10 1.2 Fire effects on ecosystems-general ..................................................... 12 1.2.1 Fire regimes .................................................................... 12 1.2.2 Forest fire suppression and effects of fire ................................. 15 1.2.3 Effects of fire on boreal forest ................................................ 19 1.2.4 Effects of fire on grassland and prairie ..................................... 19 1.2.5 Effects of fire on nitrogen fixing plant and nutrient cycling ............. 21 1.3 Fire effects in pine dominated ecosystems ............................................. 24 1.3.1 Ponderosa pine ................................................................. 24 1.3.2 Lodgepole pine ................................................................ 27 1.3.3 Southern pines ................................................................. 28 1.3.4 New Jersey Pine Barrens ..................................................... 30 1.3.5 Great Lake States pines ...................................................... 32 1.4 Disturbance, fire suppression and restoration management ........................ 35 1.4.1 Fire suppression and fuel reduction management ......................... 35 1.4.2 Low intensity prescribed fires ............................................... 37 1.4.3 Red pine density management 40 Chapter 2: Effects of Low-Intensity Fires on the Vegetation of Northern Michigan Red Pine (Pinus resinosa Ait.) Plantation ............................................ 50 2.1 Introduction ............................................................................... 50 2.1.1 Global research hypothesis ................................................ 52 2.2 Materials and Method ................................................................. 53 2.2.1 Study sites .................................................................... 53 2.2.2 Data analysis ................................................................. 57 2.3 Results and Discussion ................................................................. 59 2.3.1 Overstory trees .............................................................. 59 2.3.2 Ground vegetation ........................................................... 69 2.3.2.1 Species diversity .................................................. 69 2.3.2.2 Percent cover ....................................................... 72 2.3.2.3 Tree species ........................................................ 75 2.3.2.4 Herbs and low shrubs ............................................. 78 2.3.3 Understory trees .............................................................. 83 vi 2.3.3.1 Understory density ................................................ 83 2.3.3.2 Diameter and age .................................................. 84 2.3.3.3 Density by size class ............................................... 89 2.3.3.4 Species diversity and abundance ................................ 97 2.4 Conclusion ................................................................................. 101 2.5 Recommendations ........................................................................ 105 Chapter 3: Using the Forest Vegetation Simulator (FVS) to Project the Long-Term Effect of Prescribed Fires in a Red Pine Plantation .................. 108 3.1 Forest Simulation ......................................................................... 108 3.2 Materials and Method .................................................................... 111 3.3 Results ..................................................................................... 118 3.3.1 Tree density .................................................................... 118 3.3.1.1 Understory tree density ........................................... 119 3.3.1.2 Overstory tree density ............................................ 120 3.3.2 Stand Structure ................................................................ 123 3.3.2.1 Bimodal tree distribution ......................................... 123 3.3.2.2 Tri-modal tree distribution ........................................ 124 3.3.3 Species density ................................................................... 125 3.3.3.1 Understory woody and overstory species ....................... 129 3.3.4 Basal Area ..................................................................... 130 3.3.4.1 Understory basal Area ............................................. 130 3.3.4.2 Overstory basal Area .............................................. 133 3.3.5 Mean annual increment ...................................................... 139 3.3.6 Saw log volume ................................................................ 141 3.4 Discussion .................................................................................. 145 3.5 Summary .................................................................................... 155 3.6 Conclusion .................................................................................. 157 4. APPENDICES ............................................................................. 158 Appendix 2.1: Species Codes ............................................................... 158 Appendix 2.2: Density, Basal Area, Volume, MAI and Importance Value (IV) of overstory trees under different burns ............................................. 159 Appendix 2.3: Basal Area, Volume and MAI of overstory trees under different diameter classes ...................................................................... 160 Appendix 3.] : Average & relative live understory (0-1 1 cm dcl) tree density under 100 years of no-management and thinning simulations in mature red pine stands ........................................................................ 161 Appendix 3.2: Average and relative sub-canopy (>11-32 cm dcl), mid-canopy (32-42 cm dcl) and dominant overstory (>42 cm dcl) tree density under vii 100 years in mature red pine .......................................................... 162 Appendix 3.3a: Average tree density and their relative values by diameter classes under different management simulations for 100 years ......... 163-164 Appendix 3.3b: Average basal area and their relative values by diameter classes under different management simulations for 100 years ......... 165-166 Appendix 3.3c: Average sawlog volume and their relative values by diameter classes under different management simulations for 100 years ......... 167-168 Appendix 3.4: Average relative sawlog volume of major species for 100 years of no-management and thinning simulations in differently burned and unburned mature red pine stands ................................................... 169 Appendix 3.5: Comparison of Forest Vegetation Simulation (F VS) projections with that given in Benzie (1977) for standing merchantable cubic volume (cu m/ha) and the predicted values in differently burned mature red pine stands at site index 19.8 m in the beginning and at the end of no-management and thinning ................................................................................ 170 5. REFERENCES ............................................................................. 171 viii LIST OF TABLES Table 1.1: A summary of fire return intervals in different locations/vegetation types ...14 Table 2.1: Stand characteristics of overstory trees (>10 cms in dbh) in experimental red pine plantation under four burn treatments ........................................ 59 Table 2.2: Mean characteristics of overstory trees (>10 cm in dbh) in experimental red pine plantation with four burn treatments .......................................... 60 Table 2.3 Effects of prescribed burning on dominant overstory, mid-canopy and sub- canopy trees in experimental red pine plantation, summer 2001 .................... 64 Table 2.4: Species diversity (per sample plot) of ground vegetation (<14 m height) in experimental red pine plantation 2003. .............................................. 71 Table 2.5: Average cover and relative cover of trees in descending order in the understory ground vegetation (< 1.4 m) in a mature red pine plantation ........... 73 Table 2.6: Average and relative cover of herbs and low shrubs in descending order in the understory ground vegetation (< 1.4 m) in a mature red pine plantation. ......74 Table 2.7:Analysis of number of three herb or shrub species per plot (sq m/plot). . ........82 Table 2.8:Woody understory stem density (trees per hectare) and relative density in descending order under different size classes ....................................... 85 Table 2.9: Mean diameter at breast height (dbh) of understory woody vegetation in experimental red pine plantation, 2003 ................................................. 88 Table 2.10: Age and diameter of understory woody seedlings in experimental red pine plantation, 2004 ...................................................................... 90 Table 2.11: Woody understory species density (trees per hectare) of different diameter size classes under different burning treatments, 2003 ........................ 93 Table 2.12: Indices of species diversity of understory woody vegetation in experimental red pine plantation, 2003 .................................................... 99 ix Table 2.13: Importance Value (IV) ofthe understory woody species. . . . . . . ....1.00 Table 3.1: Average and relative live understory and overstory tree density under 100 years of simulation in mature red pine stands .................................... 121 Table 3.2: Average and relative tree density of all live species under different managements for 100 years of simulation in mature red pine stands ............ 131 Table 3.3: Average and relative live understory and overstory tree basal area under 100 years of simulation in mature red pine stands ................................... 136 Table 3.4: Average and relative sub-canopy, mid-canopy and dominant overstory basal area under 100 years of simulation in mature red pine stands ............... 137 Table 3.5: Average and relative basal area of red pine and other species combined under different management simulations run for 100 years ....................... 138 Table 3.6: Importance Value (IV) of all species under no-management and thinning simulations run for 100 years in mature red pine. ..................................... 139 Table 3.7: Average and relative sawlog volume of sub-canopy, mid-canopy and dominant overstory trees under 100 years of no-management and thinning simulations in mature red pine stands ................................................. 141 LIST OF FIGURES Figure 2.1: Location of Pigeon Country State Forest in the Lower Peninsula of Michigan and Red Pine Study Site ......................................... 54 Figure 2.2: Average overstory tree density of different diameter size classes in a mature red pine plantation ................................................. 68 Figure 2.3: Species area curves by blocks for herbaceous ground vegetation in a 70-year-old red pine plantation under burn treatments ..................... 70 Figure 2.4a to d: Pronounced variation in the understory in unburned and one-, two- and four-bumed treatments in a 70-year-old red pine plantation, summer 2001 ....................................................... 86 Figure 2.5a: Density of understory woody vegetation of 0-4 cm size classes under different burns .................................................. 91 Figure 2.5b: Density of understory woody vegetation in two size classes under different burns ............................................................ 91 Figure 2.6a: A plot just after its second burning (two-year interval), with a unburned plot in the background ............................................. 95 Figure 2.6b: A plot after the first fire in 1985 ....................................... 95 Figure 2.7: Species area curve (SPA) for understory woody vegetation in a mature under red pine plantation under burning treatments, in blocks A, B and C ............................................................... 98 Figure 3.1: Understory woody (0-11 cm dcl) tree density in differently burned plots under no-management and thinning in mature red pine stands ....................................................................... 122 Figure 3.2: Tree distribution by diameter size classes in differently burned red pine stands under no-management and thinning simulations for 100 years ........................................................................ 126 Figure 3.3 (a to (1): Tree distribution by diameter size classes in year 2104 in differently burned red pine stands under no-management and thinning at the end of simulations ........................................ 127-128 Figure 3.4: Woody understory (0-11 cm dcl) red pine and other species combined density in different burn treatments and management simulations for 100 years in mature red pine stands ........................ 132 xi Figure 3.5: Average sub-canopy (>11-32 cm dcl) red pine and other species combined density in different burn treatments and management simulations for 100 years in mature red pine stands ........................ 134 Figure 3.6: Average basal area in different burns under no-management and thinnings with residual basal area set at 22.9, 27.5 and 34.5 sq m/ha at 30 years cycle for 100 years of simulation in mature red pine stands .............................................................................. 135 Figure 3.7: Mean Annual Increment (MAI) in different burn treatments under no-management and thinning for 100 years of simulation in mature red pine stands ....................................................... 140 Figure 3.8: Average cumulative sawlog in different treatments under no-management and thinning for 100 years of years of simulation in mature red pine stands ....................................................... 143 Figure 3.9: Percent change of cumulative sawlog production after thinnings over no-management in different burn treatments for 100 years of simulations in mature red pine stands ...................................... 144 Figure 3.10: Percent change of cumulative sawlog production under different burn treatments and management over control run for 100 years of simulations in mature red pine stands ...................................... 144 xii Chapter 1: Literature Review 1.1 Disturbance theory 1.1.1 Definitions/Disturbance regime Traditionally, ecologists have considered disturbance to be a periodic event or a force (such as hurricanes, fire, etc.) that originates from outside the system (exogenous or allogenic) and causes sudden changes in species composition and the structure of communities or ecosystems (Borman and Likens 1979, White 1979, White 1985, Rykiel Jr 1985). Pickett and White (1985) define a disturbance as a relatively discrete event in time that disrupts community or population structure and ecosystem processes, changing resources, substrate availability or the physical environment. Such natural disturbances are considered normal phenomena of community maintenance and repair (Marks and Borrnann 1972). In addition to physical or abiotic disturbances (fire, wind, flooding etc.), biological disturbances such as intense grazing, predation, insect-pathogen out breaks, and the like can affect a system. Anthropogenic disturbances (construction, land conversions etc.) often break up habitats into smaller fragments that lose connectivity and diminish heterozygosity via loss of species (Baker 1989) and lower global biological diversity (Wu and Levin 1994). Similarly, indirect effects of anthropogenic activities— such as acid rain—affect ecosystems adversely (Likens and Lambert 1998). Disturbances are called autogenic or endogenous when the changes originate from within the system; for example, the death of bamboo forests after flowering, the decline and death of mature aspen stands (White 1979, Gilliam and Turrill 1993). Natural disturbances range in magnitude, occurrence (frequency), severity (intensity), behavior (predictability) and duration, and their effects are relative to the size, life-history characteristics and life span of organisms. Together, these constitute disturbance regimes, which in turn are also affected by communities (Connell 1978, White 1979, Rykiel Jr 1985, White and Pickett 1985, Reice 1994, Menges and Hawkes 1998). Fires are often distinct from other physical disturbances such as hurricanes, volcano, flood and the like, which can happen in the absence of living beings or their remains. However, barring man-made flammable materials, fire needs living beings or their remains for its propagation; thus, fires are under partial or complete biotic control (Pyne 2004). Disturbances open the canopy, alter the availability of resources for recolonization and growth, and reduce the dominance of few species (Canham and Marks 1985). They create a pattern of spatio-temporal heterogeneity (Levin and Paine 1974). Small-scale disturbances are more frequent than large-scale disturbances (Sousa 1984; Bormnann and Likens 1979, Foster 1988, Merrens and Peart 1992, Heinselman 1973, White 1979, Arno 1980, Rome 1982, Christensen 1985) and the magnitude of disturbances vary according to site or location. For example, in southern Canada the islands in Lake Duparquet are characterized by more frequent smaller-scale fires, than those on adjacent mainland (Gauthier et a1. 1996). Forest communities are exposed to one or more different types of disturbances that sometimes act in synergism and may be correlated (White 1979). Such disturbances set the stage for additional disturbances to prevail. The susceptibility of a tree to wind storms depends on the tree attributes, site, surrounding forest structure, and the prevailing storm systems (Canham and Loucks 1984). Once trees become exposed to some exogenous disturbances, such as wind, they become more susceptible to other types of disturbances, such as fire (Bormann and Likens 1979, Schowalter 1985, Foster 1988). For example, in the Pisgaha old growth forest (New England), a series of different disturbances—lightning, windstorms, pathogens, and fire—occurred during different periods and had synergistic effects (Foster 1988). Chestnut blight entered the Pisgaha old grth forest in about 1913 and by 1915 the mortality was already extensive. Later, small windstorms hit the region a number of times, followed by an Armillaria mellea attack, and then small fires during 1924 to 1930. Later the forest was logged extensively, and in 1938 it was hit by a hurricane, which devastated the whole forest. The southern pine beetle’s attack on southeastern pines, which reestablish only after fire, is another good example of synergistic effect of natural disturbances (Schowalter 1985, Aber and Melillo 1991). The beetles slowly build up their population and are without much effect if their number is less than 100,000. However, if the population increases beyond 100,000 (threshold level) by June, then the attack is massive with the beetles forming galleries, excavating and girdling live trees (Aber and Melillo 1991). Furthermore, through their root feeding, the beetles infest the pines with a blue stain fungus that blocks their xylem, which causes the trees to further weaken and predisposes them further to beetle attack. The overall result is the killing of pine trees, which dry quickly during summer. Under these conditions, all stems including hardwoods, are susceptible to lightning-caused fire, which consumes almost all the fuel and makes the site suitable for southern pine regeneration again. Similarly, in the Northern Rockies at Yellowstone there is a high mortality due to the mountain pine beetles and such mortality favors stand replacing fires (Wellner 1970 in Arno 1980, Loope and Gruell 1973, Arno 1980). Benkman and Siepielski (2004) detail a good example of the disturbance effect of animals. They found that squirrels in the Rocky Mountains have the potential to alter the early stages of seedling establishment and succession. Whereas the forests without squirrels had consistently a 100% frequency of serotiny, those with squirrels had only about 50% frequency. Serotiny is the ability of conifers to produce seeds in closed cones that release seeds after getting exposed to fire. Serotiny is also the life-history traits of plants that experience stand replacing fires (Benkman and Siepielski 2004). 1.1.2 Climatic climax or Monoclimax theory ‘Climatic climax’ or ‘Clemential Monoclimax theory’ predicts that if there are no human disturbances, ecological communities will eventually reach a climatic climax; i.e., species interactions with a stable environment lead to a relatively stable state of species abundance and composition (Clements 1936 and 193 8). This idea supports the equilibrium, balance of nature, steady state or homeostatic views of community dynamics. Further, Clements (1916) viewed communities themselves as organisms and the organisms within them as their parts. This led to the “Gaian hypothesis” in which the Earth is seen as a ‘super organism.’ Later, ‘polyclimax theory’ (Tansley 1939 in Selleck 1960) and ‘Climax pattern hypothesis’ (Whittaker 1953 and 1956) evolved to point out limitations of climatic climax. Others (Whittaker 1953, Selleck 1960) disagreed with the ‘Monoclimax concept,’ which was vague and lacked precision in terms of the geological time scale that affects ecosystems. Since disturbances are random and ecosystems are dynamic (Wu and Loucks 1995), the climatic climax must be referenced to some environmental conditions or context, otherwise it loses its meaning (White 1979). Both the disturbances and ecosystems are then described in terms of heterogeneity along soil, aspect, temperature, moisture, light availability and other gradients that influence the disturbances and their effects on species occurrences and community attributes (Whittaker 1953 and 1956, Marks 1974, Bormnann and Likens 1979, White 1979, Sousa 1984, Foster 1988, Reice 1994). Grime (1977 and 1979) categorized the environment into productive, stressed and disturbed sites, which harbor competitor (C), stress-tolerant (S) and ruderal (R) species, respectively. However, Huston and Smith (1987) differ with Grime’s three discrete strategies and envision a continuum across those three strategies and their combinations. Additionally, the perturbations (effects) (Connell and Sousa 1983) and successions also form continua across different communities (Selleck 1960, White 1979, Hollings 1973, Wu and Loucks 1995). These gradients or continua across different systems/levels and their interactions are the basis for the dynamic nature of ecosystems. This view is in line with Sir Charles Elton’s claim in1930 that “the balance of nature does not exist and perhaps never has existed.” 1.1.3 Modern theories 1.1.3.1 Non-equilibrium The non-equilibrium model assumes frequent unpredictable disturbances (Connell 1978, Reice 1994) that cause random death of organisms/communities that never reach equilibrium. Such disturbances create patches or openings (Pickett 1980). Thus, ecosystems are always in a state of recovery from past disturbances (Merrens and Peart 1992, Reice 1994). The Intermediate Disturbance Hypothesis (IDH) as well as modern theories of disturbances such as patch dynamics and hierarchical patch dynamics provide important insight into mechanisms responsible for species migration and colonization, species abundance, niche differentiation, species diversity and their maintenance (Watt 1947, MacArthur and Wilson 1967, Connell 1978, Grubb 1977, Sousa 1979, Huston 1979, Pickett and White 1985, Reice 1994) and will be discussed further. IDH postulates that if the disturbance regime is intermediate (i.e., neither frequent nor rare) both early and late successional species persist because of reduced competition (Connell 1978). Superior competitors remain dominant if disturbances are not frequent, whereas inferior competitors (good dispersers) persist and dominate the system if disturbances are frequent enough to prevent competitive exclusion (Connell 1978, Huston 1979, Connell and Sousa 1983, Roxburgh et a1. 2004). However, species diversity will decline if disturbances are too frequent. For any system, the problem lies in finding out how intermediate is intermediate, which may vary in different systems as well. Therefore, the parameters of responses in any system should be defined precisely (Pickett and White 1985). IDH does not explain the coexistence of species that are at the top of the trophic level or mobile invertebrates (Huston 1979, Wooton 1998; Roxburgh et a1. 2004) and may not apply to all terrestrial systems. For example, IDH does not explain increased richness and diversity in the arid (low resource) Chamise shrub habitat where there is low competition for resources (Christensen 1985). 1.1.3.2 Patch dynamics Disturbances create patches of different shapes, sizes, ages and stages of succession that vary in structure and composition of species in space and time. Environmental gradients within and outside the patches create the heterogeneity that is important in maintaining the mosaic structure of ecosystems (White and Pickett 1985, Forman and Godron 1981, Collins et a1. 1985, Reice 1994). Thus, landscapes are mosaics of patches (F orman and Godron 1981, Dunning et a1. 1992) and their widespread occurrences and dynamism is called patch dynamics (Watt 1947). For example, about one to two percent of old grth forests are under new patches or gaps at any time (Runkle 1981, Runkle 1985). Gap size in forest ecosystems depends on the number and type of trees that fall and how they fall (Brokaw 1985b). Patch size affects temperature fluctuations, nutrient and water dynamics, timing and type of propagules reaching the patch, as well as recolonization, overall species diversity, and productivity of the patch (F orman and Godron 1981, Sousa 1984, Runkle 1985, Phillips and Shure 1990, Roberts and Gilliam 1995). Multiple tree fall forms large-sized gaps (Sousa 1984), which are brighter, hotter, and drier than smaller size gaps formed from the fall of a single or few trees (Denslow 1980). Large patches favor large numbers of early successional species (ruderals or R), whereas, small patches favor late successional species (competitors or C) (Marks 1974, Grime 1977, Bormann and Likens 1979, Denslow 1980, Gilliam et al. 1995). The intermediate size patches can harbor both types of species (Connell 1978). Mesic patches exhibit highest species diversity as compared to xeric and hydric patches (Roberts and Gilliam, 1995). Patch shapes and their edge-area, numbers, configuration and the networking of patches, and connectivity or corridors between patches are important for species migration and diversity (Forrnann and Gordon 1981, Sousa 1984, Dunning et a1. 1992) Reproduction explains the ‘non-equilibrium theory’ through patch dynamism, i.e., patch creation and filling (Pickett 1980). Gap-phase reproduction or gap recovery occurs through two types of models of vegetation recruitment (Egler 1954): initial floristic (reaching the site first) or relay floristic (making the site suitable for others). The recovery and succession of patches or success of species are determined by the following: good seed years; seed migration (Marks 1974); species life-history traits such as, size, tolerance to light, dispersability and growth (Grime 1977, Huston and Smith 1987); environmental and resource gradient across patches (Watt 1947); time setting of patches for recruitment and patch closure (Halpem and Spies 1995); and patch availability (Horn and Mac Arthur 1972). Gaps or patches recruit through regrowth (vegetative), migration from adjacent stock and recruitment from outside the proximate system (Reice 1994). Gap-filling can be due to germination of seeds (buried and transported), growth of preexisting seedlings and saplings, growth and expansion of clones and sprouts, principally of pioneer species (Spurr 1956, Marks 1974, Likens et a1. 1978) or the growth of epicormic branches (Runkle 1985) and occurs until resources become limiting (Nicholson and Monk 1975). In the tropics, ruderals (R) grow in disturbed sites, maximize seed production over vegetative growth and are density independent (I- selection) (Grime 1977, Brokaw 1985a, Brokaw 1985b). On the other hand, competitors (C) grow in productive sites, maximize vegetative growth over seed production, are density dependent (K-selection), and are later replaced by stress tolerants (S). Further, species are either competitor or ruderal but not both (Grime 1977, Roberts and Gilliam 1995). Regeneration, the path of succession, future structure and composition of forests depend on the availability of species and the temporal pattern of disturbances (Abugov 1982, Glitzenstein et a1. 1986, Peterson and Pickett 1995). Early arrivals are important especially in the subsequent establishment of light-intolerant woody species in the gaps (Bormann and Likens 1979, Canham and Marks 1985). In the Boundary Waters Canoe Area Wilderness, canopy Openings are filled with one or more species. If more than one species invade a gap, patches of each dominant species are usually formed in the gaps (Frelich and Rich 1995). If disturbances are too frequent, succession is shortened or takes a different course (Cornell and Slatyer 1977, Frelich and Reich 1995), whereas if the disturbance is catastrophic, then succession starts again (Reice 1994). However, all disturbances do not start succession; they may rather alter successional changes (Glitzenstein et a1. 1986, Abrams and Scott 1989). Sometimes even disturbances of the same magnitude and type initiate different or multiple pathways of succession (Abrams et a1. 1985). 1.1.3.3 Hierarchical patch dynamics In Wu and Loucks’s (1995) view, ‘disturbance theory’ is best explained by a hierarchy of patch dynamics, non-equilibrium and stochastic patterns and processes. Patch dynamics and hierarchical (‘hierarchical patch paradigm’) theory together consider patches as structural and functional units of ecosystems working at multiple scales. After disturbances, patch formation and its recovery across a landscape and the interactions of patches with each other at multiple scales (spatial, temporal and organizational) create, maintain and destroy patterns at various levels and form a hierarchical mosaics of patches or patchiness. Changes in this mosaic occur due to interactions among vegetative, disturbance and geomorphological processes (Watt 1947, Borman and Likens 1979, Brokaw 1985b, Holling 1992, Wu and Levin 1994, Wu and Loucks 1995). Thus, there are patches within patches within patches, creating a hierarchical system that absorbs small disturbances when looked at through a larger level or resolution of a landscape. For example, the disturbance at one level (death of a tree) may not be a disturbance at other levels (stands, landscape or ecosystem); i.e., the effect is absorbed as we go from a lower to a higher level (Rykiel Jr 1985). Northern New Hampshire forests are characterized by such hierarchical mosaics of different-aged patches of communities, which Bormann and Likens (1979) called a ‘shifting-mosaic-steady-state.’ Their system basically is a shifting of standing biomass of 10 even-aged stands produced by clearcutting. According to Wu and Loucks (1995), shifting of such hierarchical mosaics of patches at lower level transforms to a shifting-mosaic- steady-state at a higher level and constitutes a kind of equilibrium that has a range of some lower and higher bounds or limits. After disturbances in old forests, trees fall and as the canopy closes slowly, the standing biomass changes slightly over the mean; however, the biomass on any small plot in the stands/watershed may vary at any time. For instance, old growth forests of Douglas-fir show shifting mosaics of resources and environments that support a diversity of species (Halpem and Spies 1995). However, Baker (1989) did not find any such temporally stable patch-mosaic at any scale while studying a ca. 404,000 ha patch mosaic created by fire in the Boundry Waters Canoe Area in Minnesota. He suggested that this situation could be due to heterogeneity between fire regimes and environment or mismatching of the scale of patches and the environment. Frelich and Lorimer (1991) found that in upper Michigan hemlock hard-wood forests the age distribution in two fairly large areas (14500 and 6073 ha) were nearly in equilibrium. In Wu and Loucks’s (1995) view, in a homeorhetic state, the stochastic non- equilibrium patch processes at a smaller level are dynamic and translate to a quasi- equilibrium state at higher levels; i.e., a shifting-mosaic steady state (Bormann and Likens 1979). Such a state is congruent with the ‘hierarchical patch paradigm’ or ‘hierarchy theory.’ After perturbation, such a system returns back to the pre-perturbation trajectory rate of change but not to the pre-perturbation steady state. For example, in southern Wisconsin forests, fires with intervals of 50 to 200 years were found to destabilize in the short-term but stabilize (steady state) on a long-term scale; i.e., a ll periodic wave of high and low diversity is maintained by periodic perturbations of 50- 200 years (Loucks 1970). Similarly, in a gopher mound study by Wu and Levin (1994), local populations of certain species at the patch (or local population) level became extinct frequently, but metapopulations showed little fluctuation. Thus, forest composition may be relatively stable or in a dynamic equilibrium with local changes canceling out over the whole under the influence of fire (Heinselman and Wright 1973). Further, several patches at equilibria or multiple equilibrium patches and their shifting during disturbances have also been suggested (Holling 1973 and 1992, Levin 1976). 1.2. Fire effects on ecosystems—general 1.2.1 Fire regimes Fire plays an important role in establishing, shaping and modifying the structure and composition and thus the successional pathways of north-temperate and boreal forest, grassland and prairie ecosystems (Larsen 1929, Little and Moore 1949, Cooper 1960, Bormann and Likens 1979, Vogl 1969, Van Wagner 1970,_Heinselman 1973, Heinselman and Wright 1973, Rowe and Scotter 1973, Kilgore 1973, Wright 1976, Arno 1980, Pyne 1982, Rome 1982, Whitney 1986 and 1987, Hulbert 1988, Aber and Melilo 1991, Abrams 1992, Agee 1993, Arno 1993, Covington and Moore 1994b, Howe 1995, F eeney et a1. 1998, Arthur et a1. 1998, Veblen et a1. 2000). Impacts of fire are better understood in terms of ‘fire regime,’ which includes ignition source, its seasonality and predictability; mosaic nature of landscapes; fire intensity and its spread; wind speed; relative humidity; local weather conditions; climate; the past history of fire on vegetation; and the impact of vegetation on the fire regime itself (Sousa 1984, White and Pickett 1985, Gill and Groves 1981 in Veblen 1985, Agee 1998). Depending on its intensity and 12 periodicity, fire alters availability of light, water, nutrients, microclimate and the availability of propagules and their regeneration (Harmon 1984, Sousa 1984). Flammability of vegetation or communities also affects the fire regime (Mutch 1970). Fire affects the quality and quantity of fire] available (Reice 1994), which controls fire frequency to some extent (Rome 1982). All of these factors vary over space and time and their interactions create heterogeneity (patchiness) in ecosystems, which in turn affects local fire regimes (Sousa 1984, Veblen 1985). Topography and location also are important; e.g., mountain tops are more vulnerable to severe and frequent fires because of low water and windy conditions (Reice 1994, Taylor and Solem 2001) than the bottom or valley (Rome 1982). Frequent fires favor shrub and herb establishment rather than trees (Runkle 1985). Fires are thus used in the managements of grasses and shrubs (Raison 1979). Fire regimes as they incorporate most aspects of ecosystem patterns and processes have implications in maintaining forest health and managing forests (Cleland et a1. 2004). Fire regimes of some important vegetation types and their locations are summarized in Table 1.1. 13 .mvookuaa Panto: .332 682 mwm: comcflmtno A82 mEaE< Ev 39 “5:82. mom: .130 museum 32 SEE: N2; SE20 $2 LoEoom ES :cmEom ”3co— ucw. 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Swans Ea .5322 5 DE .80 wEwwo—EQ warn—u :2 E0552 Each 5 l EFCBE E32 8E 5:80 0385\5383 8:80 > use £5282 Eocowtw E can: mEZBE E32 05 mo buEEzm < 2 03a... 14 1.2.2 Forest fire suppression and effects of fire In the US, human interventions have changed the fire regimes throughout major ecosystems as a result of activities such as logging, clearcutting, burning slash, grazing, land conversions and development activities including fire suppression that occurred during the nineteenth and twentieth centuries (Heyward 1.939, Cooper 1960, White 1985, Arno 1993, Fule et al. 1997, Abrams 1992, Covington and Moore 1994b, Heinselman 1973, Dickmann and Leefers 2003, Cleland et al. 2004). Heavy loads of slash left in unburned stands after extensive logging operations during the nineteenth and early twentieth centuries were followed by unprecedented catastrophic fires throughout this country, including Great Lakes States (Dickmann and Leefers 2003). This situation led to the implementation of a fire suppression policy that mandated fire exclusion. This policy began during early 19005 and was strictly implemented within a couple of decades throughout the country (Kilbum 1960, Whitney 1987, Arno 1993). The eventual result was an accumulation of huge loads of forest fuel and many large-scale catastrophic wild fires compared to the pre-logging and pre-settlement era (Larsen 1929, Vogl 1969, Van Wagner 1970, Heinselman 1973, Wright 1976, Rome 1982, Whitney 1986 and 1987, Abrams 1992, Arno 1993, Feeney et a1. 1998, Arthur et al. 1998, Veblen et al. 2000). These modern fire regimes have changed the structure and composition of fire-adapted forest and grassland ecosystems and reduced overall species diversity (Heyward 193 9, Little and Moore 1945 and 1949, Buell and Cantlon 1953, Kilburn 1960, Mutch 1970, White 1979, Romme 1982, Whitney 1986 and 1987, Taylor and Solem 2001). 15 Before fire suppression was common in Michigan, fires frequently occurred after logging, consuming many of the remaining pine seed trees and seedlings and favoring oak, maple, birch and aspen establishment, which, changed the composition and structure of forests, as evident today (Heinselman 1973, Whitney 1987). Under current conditions, however, oaks have not regenerated under oak shade (Hartman et a1. 2005) but have yielded to more shade tolerant red maple and white pine that need only small gaps (Arthur et al. 1998; Abrams 1992). Oaks are not adapted to low light and decline under shade of other species (Abrams 1992; Lorimer et a1. 1994; Arthur et al., 1998). Due to lack of fire and other disturbances needed for their perpetuation, the area occupied by aspen-birch forest has also declined markedly since the 19303 (Cleland et al. 2001). When burned, thick bark and sprouting ability of oaks favor them as compared to non-oak species (Abrams 1992, Lorimer et al. 1994, Arthur et al. 1998). Oaks are resistant to fire even in sapling stages. In the Cumberland Plateau northern hardwood ecosystem, burning killed 67 to 100% of the black cherry, paper birch and large-toothed aspen whereas none of the oak saplings were killed (Reich et al. 1990). Likewise, White (1983) found that large oak trees (>=25cm) in Minnesota were affected very little by annual burning of oak-savanna forest for 13 years and that the density and basal area of overstory oak trees were significantly higher in burned than unburned areas. In the Great Smoky Mountain National Park, vegetation changed in dominance from fast-growing, thick-barked early successional trees to slow-growing thin-barked late successional trees after fire suppression since 1940 (Harmon 1984). 16 In subalpine forests of Yellowstone National Park, as a result of fire suppression, older trees at late successional stages dominated the landscape rather than younger trees at post-fire early successional stages, and landscape diversity was less than that of natural fire regime (Romme 1982). Arno (1993) suspected that “the wild fire problems will worsen. . .in the Western North America.” Similarly, fire suppression has changed vegetation from fire-dependent lodgepole pines to vegetation similar to those found in lower montane forests (i.e., fir) in the southern Cascades (Caribou Wilderness), California (Taylor and Solem 2001) and also in Alberta’s Rocky Mountains (Day 1972). Douglas-fir thickets have increased in the sub-alpine forests of Yellowstone National Park in the recent past because of fire suppression and grazing, and these conditions render lodge pole pine forest prone to intense fire. In Colorado Front Ranges, both the fir and spruce were replaced by lodgepole pine where fire was frequent (Moir 1969). In the Southwest, fire suppression for decades has changed the open park-like ponderosa pine forests with clusters of old pines and lush green grassy areas to dense thickets of saplings and shrubs, which suppress grass growth and increase vulnerability to stand-replacing wildfires and insect outbreaks (Dickman 1978, Cooper 1960, Moir 1966, Feeney et al. 1998, Allen et al. 2002). Yeaton (1983) have suggested that ponderosa pine and sugar pine co-exist because of disturbance that opens up space and microsites for them to establish in Sierra Nevada, California. The absence of fire that used to occur every two to three years before fire exclusions caused long-leaf pine dominated forests (sandhill vegetation) to convert to 17 oak-hickory forests in the southeastern coastal plain from Florida to North Carolina (Quarterman and Keever 1962; Abrams 1992). Also, grass-sedge bogs are changed to forest areas when protected from fires (Garren 1943). In the absence of fire, long leaf pine forests are taken over by loblolly pines in the drier regions and by slash pines along the coastal areas (Walker 1980). These southern pines are shade intolerant and they germinate and establish in exposed mineral soil and in the absence of fire are encroached by hardwood species, mainly oaks (Walker 1980). In the Cumberland Plateau and other forests, oaks declined, whereas other fire sensitive species became abundant due to fire suppression during the latter part of the twentieth century (Arthur et al. 1998). However, in the New Jersey Pine Barrens, fire suppression increased fire-sensitive hardwood species, including oaks which replaced swamp cedar. The area burned each year was reduced to about 10% of the total area (Forman and Boemer 1981). Oaks invaded and dominated the tall grass prairies after fire exclusion as well as during European settlement, during which time construction, land conversion and development activities acted as barriers for fire to expand (Abrams 1992). In the Midwest, the total area of oak savanna, which used to be 11 million ha, has now been reduced by >98% (Abella et al. 2004). In an oak-savanna study in Wisconsin, openings were found to be filled with woody trees and shrubs in 10 years and completely converted to a dense oak forest in 30 years of fire exclusion (Curtis 1959 in White 1983). In Minnesota oak-savanna, fire suppression was found to double the amount of carbon storage (220 mg/ha) in woody biomass and the forest floor as compared to carbon amount of presettlement; however, there was no effect in soil (Tilman et al. 2000). 18 1.2.3 Effects of fire on Boreal forest The boreal forest is well adapted to frequent fires (Rowe 1961, Heinselman 1973, Rowe and Scotter 1973). Frequent fires account for the occurrence of young communities that determine future structure and composition of boreal forests (Zoladeski and Maycock 1990). In Taiga (Interior Alaska), intense fire is needed to release the system by getting rid of feather and Sphagnum mosses covering the forest floor and starting succession. Fire opens up space, consumes the thick litter layer, exposes mineral soil completely and melts the permafrost and thus basically determines the type of forest (Aber and Melillo 1991). Black spruce forest inhabits the colder northern and less steep slopes with poor drainage that develop thicker permafrost layer unlike the southern slopes which are inhabited by white spruce. Poplar forests may develop in the less steep areas that lack permafrost. Post-fire recruitment and species retained depends on time lapsed since fire (J ohnstone et al. 2004). In Yukon, British Columbia, the post-fire spruce population remained constant after the first decade, whereas both aspen and lodgepole pine declined due to density-dependent mortality (self-thinning process). The highest post-fire recruitment occurred in the first five years. Also, forests undisturbed for a long time act as refugia from where plants and animals can spread and recolonize the burned areas (Rowe and Scotter 1973). 1.2.4 Effects of fire on grassland and prairie Fire stimulates grass coverage and flowering guilds and suppresses woody vegetation and forbs. If the prairies are not burned, cut or grazed, they convert to forest slowly in the long run (Niering et al. 1970, Bragg and Hulbert 1976, Hulbert 1988, Howe 19 1995). Tall bluestem prairie grasses grow earlier and faster in burned than unburned areas (Hulbert 1969 and 1988, Niering et al. 1970, D’ Antonio and Vitousek 1992). For example, after 17 years of burning, standing biomass of Andropogon spp. increased to 364 g/m2 as compared to 252 g/m2 in unburned prairie (N iering and Dreyer 1989). All fire regimes (not just a single burn) are critical in determining the community response in long-grass prairies (Hobbs and Huenekke 1992). High surface/volume ratio, dead standing biomass that can easily catch fire and spread, and highly photosynthetic new tissues with luxuriant growth are all fire adaptive characteristicsof grasses (D’Antonio and Vitousek 1992). Following high-intensity burns, closed canopy forests, because of their high fuel loading, had a tendency to change to prairies (Anderson and Brown 1986). Thus burning destabilizes the closed canopy system. In the case of prairies, however, fires help to stabilize the system. Vogl (1969) found alternations of floods during wet periods and fires during drought maintained pristine open marsh, sedge meadow, and wet prairie in lowland areas in southeastern Wisconsin (1836 to 1966). Recurring fires perpetuated the sucker-sprouting aspen, whereas burning decadent aspen forests could originate true prairie. Also, if burned with high intensity fires, pure even-aged aspen forests could originate from seeds. Alien grasses in the seasonal submontane zone of Hawaii are due to fire which favors more exotic grasses thus changing the overall vegetation dynamics in ecosystems that did not have fire adapted species (Hughes et al. 1991, D’ Antonio and Vitousek 1992). This is also true in many prairie ecosystems in the western US. states; e. g., the exotic cheat grass (Covington et al. 1994). 20 1.2.5 Effects of fire on nitrogen fixing plants and nutrient cycling Fire volatilizes carbon, nitrogen and sulfur but mineralizes phosphorous, potassium, calcium, magnesium and certain micronutrients (Ahlgren 1960, Alban 1977, Vitousek 1985, DeBano et a1. 1998). Fire redistributes nutrients in the soil (Ahlgren and Ahlgren 1960, Raison 1979) and most sodium, potassirun and calcium leach during the first three months after burning (Smith 1970, Raison 1979). Microbial activities as well as nitrogen fixation decline immediately after burning but they resume soon because of increased ash, nutrients and soil pH (Alban 1977, Raison 1979). Such increases in nutrients, particularly phosphorous and pH, also occur in peat burns (V ogl 1969) and favor soil microorganisms and nitrogen-fixing bacteria which increase soil nitrogen (Christensen and Muller 1975, Spurr and Barnes 1980, Barbour et al. 1999). For example, in grasslands in Connecticut, Baptisia tictoria, a fire increaser and nitrogen fixer increased by 2- and 3.5-fold after 17 years of annual and biennial prescribed burning (N iering and Dreyer 1989). In the frequently burned (every 1-3 years) plots of longleaf pine, burning increased establishment of legumes in the understory (Hainds et al. 1999). However, ectomycorrhizal hyphal densities decreased following fire in the New Jersey Plains in contrast to the expected increase (Buchholz and Gallagher 1982). Among different nutrients, nitrogen and phosphorous are most limiting to plant growth in most forests (Vitousek 1985). However, the loss of nitrogen during fires is usually low, although losses may be severe with intense burns (Binkley et a1. 1992). Fire consumes surface litter, reduces C/N ratio, reduces microbial immobilization and releases nutrients. Fire may either increase or decrease nitrogen (Binkley et a1. 1992). Nitrogen 21 uptake and immobilization by growing vegetation are important processes that are responsible for nitrogen retention after harvest and decomposition (Vitousek et al. 1979). Nitrogen and phosphorous availability increases immediately after fire due to decreased immobilization and increased soil temperature and moisture (Raison 1979, Vitousek 1985), despite the losses due to volatilization (Christensen 1985, Christensen and Miller 1975). Such increases have been found in the pine-oak forest in the nutrient poor spodosols of the New Jersey Pine Barren, where oaks showed rapid growth after burning (Burns 1952 in Boemer et al. 1988, Boemer et al. 1988). However, because of the nutrient poor sandy soil the nutrient availability was higher only for a period of about four months after burning. Also, there was a very small loss of phosphorous and calcium (Boemer et al. 1988). In reviewing 87 studies carried out between 1955-1999, Wan et al. (2001) found nitrogen in fuel wood to decrease significantly (by 58%) and soil ammonium and soil nitrate pools to increase significantly by 94% and 152%, respectively, after fire, but such changes depended on fuel type as well as fire time. None of the variables—vegetation type, fire type, fuel type, fuel consumption type, fuel consumption percent, time after fire, and soil sampling depth—affected soil nitrogen amount. Soil ammonium pool increased by two folds immediately after fire and then gradually declined to pre-fire level after one year. Similarly, the soil nitrate pool increased less (only 24%) immediately after fire but increased to three fold after about 0.5- to 1-year after fire and then decreased. 22 In a disturbed forest, nutrient increase is apparent until the forest grows back and the canopy closes and then nutrient decreases later (Vitousek 1985). Resources in disturbed gaps are under-utilized as they are released from decaying plant organic matter and there is low uptake during the recruitment process (Marks 1974). In the absence of fire, dense thickets of trees are formed in the understory of ponderosa forests and such thickets intercept more light, which increases the soil organic matter. Increase in soil organic matter leads to nitrogen immobilization by microbes causing nitrogen deficiency, which affects herbaceous growth (Moir 1966). In loblolly pines in low productive soil (SI 27 m at 50 years), net nitrogen immobilization was highest in unburned than in two- and four-year burn interval plots. Carbon and nitrogen were very high in the forest floor in unburned than in once-burned areas in loblolly and long—leaf pine forests in North Carolina (Binkley et al. 1992). Covington and Sackett (1986) also reported an increase in nitrogen after burning in ponderosa pine forests. In Chaparral, only 146 kg ha“1 and 49 kg ha'1 of nitrogen and potassium, respectively, were lost after burning, but there were additional nutrient losses due to erosion during the first rainy season (Debano and Conrad 1978). This nitrogen loss represented about 11% of the nitrogen in the plants, litter, and upper 10cm of soil before burning. Two years after the Little Sioux forest fire in BWCA in northern Minnesota, potassium and phosphorous increased by 265% and 93%, respectively, in Meander Lake that received down-stream flow from burned plots and Dogfish Lake that was down- stream from unburned plots (Wright 1976). 23 In general, the loss from the forest due to burning has been considered to be small when compared to the total nutrient balance of forest ecosystems, which retain most of their nutrients even after a maj or fire. 1.3 Fire effects on pine dominated ecosystems Pine forests are maintained by fire and adapted to low and high intensity fires (Burdon 2002, Richardson 1998). In the US, high-valued pines such as, longleaf and ponderosa pine are adapted to frequent surface fires (Chapman 1932, Cooper 1961, Moir 1966, Burdon 2002). Red pine and white pine are resistant to low intensity fires; but they establish readily by seed following stand-repacing fires (Ahlgren 1976, Van Wagner 1970, Dickmann 1993). Jack pine and lodgepole pine have thin bark and have little fire resistance; however, they are prolific seed producers with serotinous cones that open when burned by a stand-replacing crown fire (Arno 1980, Burdon 2002, Schoennagel et al. 2003). Pitch pine sprouts after burning and is found along with shortleaf pine in the New Jersey Pine Barrens (Little and Moore 1949). Loblolly pine and slash pine are two other high-valued and fire-adapted pines of the South. In general, pines with thick bark, protected buds, serotinous cones and sprouting are considered fire-adapted (Little and Moore 1949, Van Wagner 1970, Dickmann 1993). 1.3.1 Ponderosa pine Historically, mature ponderosa pine forests were open savannah-like monocultures with some cover of grass and herbs and were maintained by periodic low intensity natural surface fires. This regime, however, was disrupted during Euro- 24 American settlement (Cooper 1960, Cooper 1961, Moir 1966, Arno 1980, Covington and Moore 1994b). Historically, low intensity fires occurred between 3 to 30 years (Cooper 1960, Covington et al. 1997, Arno 1980, Feeney et al. 1998) and varied from place to place. Ponderosa pine is a shade intolerant but drought tolerant high-valued timber adapted to fire, with thick bark, insulated buds, and tolerance to crown scorch (Agee 1998). Periodic low intensity natural fires used to kill groups of trees here and there and formed gaps that transformed into patches of young even-aged pine trees, forming a mosaic of patches of different ages over the landscape (Cooper 1961). At high altitude ( ~ 2800 m) in the Colorado Front Range, ponderosa pine mixes with Douglas-fir and lodgepole pine forming stands that are not open and park-like. As the altitude increases aspen and limber pine increase (Veblen et al. 2000). In the absence of fire, stands shift to less fire resistant trees such as white fir, Douglas-fir and junipers (Allen et a1. 2002). One century of human activities—fire suppression, overgrazing, logging and introduction of exotic species—have changed the structure and function of ponderosa pine forests from park-like savannas to dense thickets of sapling and shrub grth (Cooper 1961, White 1985, Covington and Moore 1994b, Fule et al. 1997, Feeney et al. 1998, Kaye and Hart 1998, Mast et al. 1999, Allen et a1. 2002). Large ponderosa pine density used to be 47 to 49 trees ha'l, in Flagstaff, Arizona (Covington and Moore 1994a). Tree density was 148 trees ha'1 in 1883 and after fire exclusion it increased to 1265 tpha in Navajo, Arizona (Fule et a1. 1997). Similarly, fire exclusion increased ponderosa pine density to >3000 tpha in Arizona in 1992 (Mast et al. 1999). Currently, the conditions of many ponderosa pine forests are considered unhealthy because of the 25 thickets of white fir and Douglas—fir (Mutch et al. 1993 in Covington et a1. 1994, Covington et al. 1997,_Fule et al. 1997, Covington 2000). Douglas-fir used to be kept at minimum before the fire exclusion policy (Dickman 1978). The forest fuel loads are well above the presettlement level and are prone to stand replacing wildfires and mountain beetle outbreaks (Startwell and Stevens 1975). It is likely that frequency and magnitude of wildfire will increase for many years (Covington 2000). Climatic oscillations (Covington and Moore 1994b) and elevated carbon dioxide have added to all these changes in ponderosa pine forests (Covington and Moore 1994a). Currently, high- intensity fire hazards have been linked with the Southern Oscillation events (ENSO)——E1 Nino and La Nino—every 2-5 years in the Colorado Front Range (Veblen et al. 2000). Warm-phase El Nino- Southern Oscillations events cause high fuel production, whereas dry phase La Nino events cause widespread fires. Currently, scientists and resource managers have realized the problems related to a century-long fire exclusion in western ponderosa pine forests (Covington et a1. 1997, Fule et al. 1997, Veblen et al. 2000, Allen et al. 2002). The major problems have been identified as the huge accumulation of fuel wood, dense thickets of seedlings and shrubs, and potential insect attack, all of which increase fire hazards. Therefore, to restore and improve the condition of these forests, wood reduction via thinning and burning has been recommended (Feeney et al. 1998; Veblen et al. 2000, Allen et al. 2002). The shade- intolerant ponderosa pines need not only open space but also exposed mineral soil for the seeds to germinate and develop. Thus if both the thinning and underburning is carried out, it is possible to maintain the healthy and low-fire hazard ponderosa forests. In a 80- 26 year-old forest at Bitterroot National Forest in Montana, F iedler et a1. (1992) found that different combinations of burning and thinning were able to reduce 60 to 65 % of litter and woody fuels (out of about 5 tons per ac). The main objective was to consume fuel by burning and let trees grow to an old growth condition under a shelterwood. In the mean time, burning was able to thin out 60% of the seedlings and saplings. Fule et al. (2001) found thinning followed by burning to lower density, lower crown basal area and enhance crown-fire resistance. 1.3.2 Lodgepole pine Lodgepole pine is a shade intolerant species that bears serotinous cones (Baker 1949) and is a good example of pine adapted to stand replacing fire. It maintains a climax forest where there is sufficient light for them to grow (Despain 1983). It dominates both pioneer and climax forests in the sub-alpine zone of Yellowstone National Park, and it is mixed with sub-alpine fir, Engelmann spruce, and whitebark pine in the climax (Rome 1982). In Yellowstone, the vulnerability to fire depends on whether or not spruce and fir occupy the understory. If yes, the forest is susceptible to fire (Despain 1983) and if not, they become resistant to fire (Rome 1982), which gives lodgepole pine sufficient time (200-300 years) to establish as a climax (Despain 1983). Fire regimes vary as the habitats vary. Fire return intervals are around 300 years at higher elevations with stand replacing fires in the Northern Rockies at Yellowstone (Rome 1979 in Arno 1980, Schoennagel et al. 2003). Similarly, the fire return intervals are 25-50 years in the upper limit of Douglas-fir at Yellowstone and in the Bitterroot Mountains of Northern Idaho with low intensity fires (Rome 1982, Larsen 1929). Rugged terrain in the Northern Rockies 27 makes the fire regime more complex, resulting in establishment of one to many aged stands differing in composition and structure (Rome 1979 in Arno 1980, Arno 1980, Arno 1993). Similar fire regimes have been found in Oregon and Washington. In the Front Range of the Canadian Rockies, fire ensures regeneration and the long-term population dynamics of lodgepole pine and Englemann spruce (Johnson and Fryer 1989). 1.3.3 Southern pines - Longleaf pine (Pinus palustris) The longleaf pine of the southern coastal plains forms monocultures with a natural ground cover of Andropogon or Carex spps. (Chapman 1932). Such vast tracts of forests (millions of ha) were possible only because of the fire resistance of longleaf pine and vulnerability of other species to fire (Heyward 1939). Longleaf pines produce thick, stout root (with a lot of food reserve) for the first five years, but they do not grow much in height and then shoot off when conditions are favorable. About 90% of longleaf pine used to be burned every 3-4 years and that maintained its open park-like nature with rare catastrophic fires (Heyward 193 9). Longleaf pines are not damaged by low-intensity fires which usually occur every 3-10 years due to lightning during spring and summer months (Chapman 1932, Wahlenberg 1946 in Campbell 1955). Long leaves (20-46 cm) and scales covering the buds protect them from fire at the young or the grassy stage (Chapman 1947, Burdon 2002). Bumings kill seedlings; however, the ones that survive periodic winter burns become established (Garren 1943). Annual fires, however, are deleterious to pine seedlings in the long-run and give rise to persistently sprouting oaks and shrubs. One-year-old longleaf pine seedlings survive low-intensity fires but their height growths are reduced by 5 years compared to height growths of unburned seedlings 28 (Bruce 1947). However, after the seedlings from burned plots reach 3m tall, their height growths become similar to those of unburned ones. Effects of burning on seedling mortality depend on the season of burn and summer bums should be avoided (Garren 1943). Stands under long-term fire exclusion as well as annual burning in North Carolina showed an increase in hardwood sprouts in gaps between trees and decreased pine reproduction (Heyward 1939). Even 5-6 years of fire protection affected the seedlings negatively because of the competition with sedges and grasses (Chapman 1932). Longleaf pine seedlings failed to establish because of the buildup of organic matter if fire was excluded for >10 years, and stems up to 30 cm or so in diameter were killed if burning was re-introduced during the hot summer (Chapman 1932). After extensive eighteenth and early nineteenth century logging, most of the longleaf pines failed to reestablish in the areas they once occupied; however, longleaf pines were replaced mostly by different types of oaks, slash pine and loblolly pines (Campbell 1955). The commercial southern pines, except longleaf pines, need to be about 3 to 4m high to resist even low intensity burns. Among its associates, slash pine is resistant, whereas loblolly pine is more susceptible to fire (Heyward 1939). Loblolly, slash and shortleaf pines grow quickly up to 10 years and develop thick bark to resist most low intensity fires; however, they cannot survive frequent fires unlike the longleaf pines (Chapman 1932). Loblolly, slash and shortleaf pines are similar to red pine in their fire ecology and are shade intolerant and need mineral soils for their germination and establishment. Shortleaf pines also can sprout after fire (Walker 1980). Among the two associates, longleaf pine is taken over by slash pine, and loblolly pine by shortleaf pine 29 during succession. Hardwoods (predominantly oaks and hickories) dominate the community in the absence of fire or other disturbances for a long time, as the pines cannot establish in the shade (Walker 1980). Also, intense burning, cutting or bark beetle attack that remove the canopy pine trees result growth of understory hardwoods to the canopy (Walker 1980). Prescribed burning is an essential tool for natural regeneration of pines and also helps in decreasing brown spot needle blight (Westveld 1949). Prescribed bunting was found to check hardwoods like scrubby oaks and shrubs like gallberry (Campbell 1955, Lemon 1949). However, shrubs sprouted more following dormant season fire than growing season fire (Drewa et al. 2002). Burning also increased grass forage—slender bluestem and native legume species such as Lespedeza and Desmodium spp. (Bruce 1947, Walker 1980). In a 32-year study, unburned plots produced only 37 kg ha], whereas annually burned but ungrazed plots produced as much as 1120 kg ha'1 of grass (Bruce 1947). Earlier studies suggested that the regeneration of longleaf pine and understory vegetation may be maximized by increasing gap size. Gap sizes as small as 0.1 ha are strongly correlated with seedling and understory vegetation growth (Me Guire et al. 2001). 1.3.4 New Jersey Pine Barrens The New Jersey Pine Barrens is the nations’ first National Reserve. The highly drained upland forests are dependent on frequent fires and cover about 30% of New Jersey’s land area and have scrub oaks and ericaceous shrubs— huckleberries and 30 lowbush blueberry—in the understory (Buell and Cantlon 1953, Boemer 1981, Forman and Boemer 1981). The Pine Barren occupies 550,000 ha in southern New Jersey with pitch pine or shortleaf pine, or both mixed with black, white, scarlet and chestnut oaks, hickory and red maple on sandy gravelly acidic coastal areas or abandoned fields (Little and Moore 1949, Forman and Boemer 1981, Good and Good 1984). Pitch pine is the most dominant canopy tree, constituting most of the volume in pine-oak upland forests. An average point today in the Barrens burns every 65 years which used to burn every 20 years. Such reduction in fire frequency favors non-fire adapted species. For example, hardwood swamps (red maple) are being replaced by cedar swamp (Forman and Boemer 1981, Good and Good 1984). Extensive areas of very dense dwarf pine-oak forests (<3m height) called ‘Plains’ also occur (Lutz 1934, Boemer 1981, Buchholz and Gallagher 1982, Buchholz and Good 1982, Forman 1998). These ‘Plains’ are pigmy forests formed by fire in large areas which lack fire barriers (Givnish 1980). Dwarf trees are serotinous, precocious and predominant in vegetative reproduction. Among the two pines, pitch pines are of high importance as compared to shortleaf pines and are usually succeeded by hardwood (Westveld 1949). Because of their thick bark and sprouting capabilities, pines are persistent (Lutz 1934). Hardwoods can never replace pines completely as fires are so frequent, formerly about 1100 fires per year (Lutz 1934, Forman and Boemer 1981, Forman 1998, Barbour et al. 1999). The most frequent fires produced pigmy vegetation of scrub oaks and pitch pines, whereas less frequent fires produced oak-pine forests which shift to oaks after some time (Boemer 1981, Little 1998). Currently, the total area burned every year has been reduced from 22,000 ha to 8,000 ha. 31 Cutting and burning suppresses the growth of mixed hardwoods and promotes pine seedlings and are profitable in such sandy soils. Both pine species sprout when damaged by fire (Westveld 1949, Little 1974). Because of frequent fires occurring every 15-40 years (Little and Moore 1945), all the hardwoods are of sprout origin as they are killed back if they are <06 m; however, light winter fires do not kill well established pines >5 cm dbh (Buell and Cantlon 1953). The oaks also sprout from underground buds and grow faster and have a large root crown development after a series of frequent fires. The sprouting is so dense that germination and establishment from seeds would be difficult for new species (Westveld 1949, Little 1998). Such high production (density, biomass, net annual above ground productivity) increases flammability by increasing fire frequency and severity in the Barrens (Buchholz and Good 1982). Old oak pine stands (40-60 years old) are easy to convert to pine-dominant stands by periodic burning every 4 or 5 years because of the decreased sprouting capacity of old trees (Westveld 1949). 1.3.5 Great Lake States pines (red, white and jack pine) Red pine is often associated with jack and white pine in the Lake States. Red pine is distributed widely in the US. from Maine to Minnesota and the southern parts of Canada (Engstrom and Mann 1991, Van Wagner 1970). The range of white pine is similar but extends farther south than red pine. Both red pine and white pine are important timber species of the Great Lakes region; however, the importance of red pine as a timber resource has increased because of damage to the jack pine by the jack pine budworrn and to the white pine by white pine weevil and blister rust (Burns and Honkala 1990) 32 White and jack pine are more frequent seed producers than red pine. Seed production starts later (20-25 years) in red pine than in jack pine (5-10 years) and white pine (<20 years) (Van Wagner 1970, Lancaster and Leak 1978, Rouse 1988). Additionally, jack pine produces abundant seeds (>4 million seeds ha'l) that have higher viability than those of red pine. Red pine cones are destroyed immediately if burned (Rouse 1988), whereas serotinous jack pine cones need fire to open. Jack pine cone temperatures have been found to reach as high as 300 0C for 60 seconds while burning; however, the seeds remain viable in soil until favorable conditions set in (Van Wagner 1970, Whitney 1987). The serotinous cones of jack pine sometimes open even with intense summer heat if they are near ground surface. Thus, jack pine regenerates and establishes better than red pine. White pine is a more frequent seed producer than red pine (Ahlgren 197 6) with a good seed year every 3 to 5 years, and it is much more capable of establishing in stands after fires, under the canopy in undisturbed stands (Van Wagner 1970; Lancaster and Leak 1978), or in steep eroded slopes and along low river banks (Maissurow 193 5). Red pine seeds are also highly self-fertile and thus even a single mature tree left in the stand can provide sufficient seeds for reestablishment (Spurr and Barnes 1980). Red pine has sporadic seed production, and a good seed year (seed mast) occurs every 5 to 10 years (Van Wagner 1970). Both jack pine and white pine can tolerate a layer of ash during germination whereas red pine germination is inhibited by a thick ash layer (Ahlgren 1976). 33 Red pine seedlings have to compete with hardwood associates, such as aspen, red maple and white birch, which are prolific annual seeders and successful sprouters (Van Wagner, 1970). Red pine seedlings cannot survive competition with the quick flush of herb growth that follows fire (Ahlgren 1976). Because of the competing associates and the organic matter accumulated on the soil, red pine seeds cannot reach mineral soil that is essential for regeneration and, thus, they have difficulty establishing in new stand (Metheven and Murray 1974, Ahlgren and Ahlgren 1981, Rouse 1988). Red pine is a species that cannot regenerate and establish in the forest floor with thick duff. Thus, fire is needed to consume duff, expose mineral soils, clear the understory shrubs, and prepare a suitable seed bed (Ahlgren 1976, Bergeron and Brisson 1990). In a simulation study using ‘LANDIS’ to look at the effect of presence or absence of fire, Schellar et al. (2005), found that red pine regenerates in fire rotation periods of 50, 100 and 300 years, and large fires were needed for red pine regeneration. Among the two differently fire adapted species, red pine survives low-intensity fires but jack pine is usually killed; however, they co-exist (Clark 1991). Similarly, despite the fire adaptability, fire kills almost all red and white pine <6 m in height or 15 cm in dbh immediately and larger trees may also die; however, a crown fire is less likely after they reach >18 m in height (McConkey and Gedeny 1951, Van Wagner 1970). In red pines, branches in mature trees are well above the ground and such branchless tall boles also save trees from crown scorching and crown fire. Mature pine trees, however may be affected badly or even die if crown scorch is >75% (Van Wagner 1970, McConkey and Gedeny 1951), and intense fires might enhance bark beetle attack as well 34 (Dickmann 1993). Survival of red pine stands is due to thick bark which at the same age is considered to be more resistant to heat transfer than white pine (Van Wagner 1970). Both red and white pines do not regenerate well in the heavy shade of natural stands or in severely burnt, extensively logged and fire-suppressed areas (Reich et al. 2001, Van Wagner 1970, Heinselman 1973, Lancaster and Leak 1978). However, red pine stands are maintained by localized fires that are not so severe (Bergeron and Gagnon 1987). High intensity fires have been found to create scattered and mixed white pine stands along Alleghany Plateau, Pensylvannia (Runkle 1985). Metheven and Murray (1974) concluded that mature red and white pines are not damaged by low intensity prescribed burns and excellent regeneration can be obtained but periodic fires may be detrimental to established regeneration (Van Wagner 1970). Inability of red and white pine to regenerate in their own stands is well known and Kittredge (1934), in Star Island in Minnesota, found jack pine, red pine and white pine to fully occupy a site for 100, 300 and 250 years, respectively, with succession ultimately to maple-basswood in 650 years, but only in the absence of fire. 1.4 Disturbance, fire suppression and restoration management 1.4.1 Fire suppression and fuel reduction management As discussed earlier, natural disturbances occur in forest ecosystems and create heterogeneity (mosaic structure) and a state of non-equilibrium with patches at different stages of succession in space and time. To manage an ecosystem, it is necessary to realize its ever-changing and dynamic nature and to understand the role of disturbance regimes, 35 patchiness, heterogeneity, and its patterns and processes. Such disturbances may also alter or degrade natural communities by invasion and thus is to be considered as an important problem to conservation management (Hobbs and Huenekke 1992). Therefore, active management is needed and must be informed by a better knowledge of disturbance regimes and the species to be discarded or favored (Hobbs and Huenneke 1992). Since recolonization is the outcome of interactions between heterogeneity and disturbances, disturbances should get proper appreciation from managers and policy makers as they are beneficial to biodiversity (Reice 1994). Nature reserves should be designed on the basis of minimum dynamic area and such areas must be guided by disturbance theory and patch dynamism regulated by gap formation to gap filling (Pickett and Thompson 1978). The smallest area in nature reserve should have natural disturbance regime that maintains internal recolonization and hence minimizes extinctions. Traditional successional and climax concepts may not be advantageous to sound vegetation management (N iering 1987). Such considerations are also needed because almost all management plans involve decisions that alter landscapes (Turner 1989). In the US, fire suppression carried out for almost a century has caused unique ecological problems across landscapes and ecosystems, including the buildup of fuels that cause more intense and uncontrollable fires (Mutch, 1970); vulnerability to insects, pests and diseases; loss of fire dependent species from sites that are not allowed to burn (White 1979); loss of biodiversity (Christensen 1985); and ultimately an alteration of the natural disturbance regime (Sousa 1984). Such problems have led to increased use of low intensity fire or prescribed burning in forest, natural areas, and national park management 36 (Kilgore 1973, Kilgore 1976, Mutch 1976 in Rome 1982, Christensen et al. 1989, Feeney et a1. 1998, Veblen et al. 2000). For example, Yellowstone National Park has adopted a let-bum policy for some lightning-caused fire since 1975, but only if human life, property, or other values are not threatened by such fires (Romme 1982). Landscape diversity was found to increase following two small fires and a mountain pine beetle outbreak in Yellowstone National Park, a non-steady state subalpine ecosystem, and such disturbances may significantly influence wildlife habitat, stream flow, nutrient cycling, and other ecological processes and characteristics within the park (Rome 1982). The USDA Forest Service has also increased prescribed burning since 1989 (Arthur et al. 1998). Christensen et a1. (1989) suggested that different forms of fire suppression as well as prescribed burning should be included in management of wilderness areas, but there is not a single cook-book recipe to manage ecosystems that are so complex. As discussed earlier, to restore and improve the condition of ponderosa pine forests, reduction of wood as well as thinning and burning have been recommended (Feeney et al. 1998, Arno and Fiedler 2005, Veblen et al. 2000, Allen et al. 2002). 1.4.2 Low intensity prescribed fires Lemon (1949) described prescribed burning as a “purposeful and planwise use of fire under strict control.” It is used as a silvicultural tool to manage forests and wildlife. Fire prepares a suitable seed bed by consuming litter/duff, clearing understory shrubs and competing associates, opening the canopy, and exposing mineral soil for the establishment of pines in the Great Lakes as well as other regions (Lemon 1949, Buell and Cantlon 1953, Van Wagner 1970; Metheven and Murray 1974, Kilgore 1973, 37 Ahlgren 1976, Alban 1977, Lancaster and Leak 1978, Thomas and Wein 1985; Dickmann 1993). The reduction in depth of organic matter with fire increases establishment because seedlings are closer to the constant water supply of more decomposed organic layers and mineral soils (Thomas and Wein, 1985). Also, the mineral soils have higher moisture content and do not dry quickly (unlike the litter). Mallik and Roberts (1994) found red pine regeneration to increase with a decrease in duff thickness. The openings created by burning allow sunlight to reach to the forest floor. Burning decrease competition by killing the existing vegetation; however the extent of killing depends on the type, duration and intensity of the burn and also on the vegetation itself. Such killings modify the soil micro-environment (Raison 1979). Fire affects species diversity (Reich et al. 2001) as well as soil organic matter, partially or wholly (Debano and Conrad 1978) and re-establishes the pioneer condition. Regeneration of red and white pine has failed in pine and hardwood mixed stands under different management systems, and thus there is alarming loss of areas containing these species (McRae 1994). Therefore, fire is needed to perpetuate natural pine ecosystems (Maissurow 1935, Van Wagner 1970, Dickmann 1993). Low-intensity (200-500 Btu/sec-ft) prescribed burns are sufficient to control understory herbs and shrubs in red and white pine stands (Van Wagner 1970). In the New Jersey Pine Barrens the density of pine seedlings was found to increase as much as three times after burning (Little and Moore 1949, Buell and Cantlon 1953) but was unfavorable to oaks, as their seeds were exposed to sun and bird and mammal predators (Boemer et al. 1988). Additionally, in the case of longleaf pine, fire consumes the mat of dead wire 38 grass, which otherwise would not decay, increasing fire hazard. Fire also reduces damage from pests and diseases, especially brown spot needle blight (Chapman 1932, F eeney et al. 1998) and red pine cone beetle (see ref. in Dickmann 1993). Such reduction in pest and diseases following prescribed fire has been found in ponderosa pine (Covington et al. 1997) Prescribed fire also reduces the heights of understory vegetation and provides browse for wildlife, improving habitat and thus increasing hunting and recreation scope in the Great Lakes States (Little and Moore 1949, Rouse 1988, Dickmann 1993, Bender et al. 1997). Niering and Dreyer (1989) have highlighted fire’s potential in the management of wildlife and restoration of grass-dominating areas within oak forests. Further, the reduction of hazardous forest fuels by prescribed burning helps to prevent forest fires and makes suppression of them easier. For example, prescribed fire is used to remove slash from about 10% of all clear cuts in Canada and 20-25% in British Columbia (Sullivan et al. 1999). Prescribed fire is also useful in managing grasslands, prairies and wild flowers and maintaining park-like vistas with high visual qualities in stands; e. g., Sequoia National Park (Biswell 1989). Burning forests may have adverse effects as well. Fire is not selective in killing vegetation and their size classes, and thus it may be difficult to save desired plants or the desired size classes. Moreover, the fire controls vegetation only for a short time. Further, negative effects of prescribed burning on the physiological condition, growth, and survival of ponderosa pines have also been reported in studies where fuel loads were not 39 reduced prior to burning (Sutherland et al. 1991). Also, small mammal diversity and abundance was reduced after burning clearcuts occupied by spruce-fir (Sullivan et al. 1999). Prescribed burning also has risks of escape and produces blackened charred stems, smoke and other particulate matter and several radiatively active gases (C02, NOX, SO x and others), which add to pollution and the greenhouse effect. Thus, prescribed fire may prove unacceptable in some environments. In any case, it needs to be done correctly (Dickmann 1993) and its use depends on clearly defined objectives. Fire risks should be understood for conflict resolution and sustainable management (Cleland et al. 2004). Risks of fire escape are also because of lack of proper training in the use of prescribed burning (McRae et al. 1994). But there will be fire regardless of whether we burn or not. Prescribed fire should be highly desirable as long as its goal is the betterment of human beings without irreversibly changing the ecosystem or vegetation. 1.4.3 Red pine density management Red pine is one of the most widely planted and intensively managed species in the Great Lake States (Michigan, Minnesota and Wisconsin) with a very high economic as well as ecological importance in the region (Lundren 1965, Benzie 1977, Bassett 1984). Because of its faster growth, higher productivity and ability to grow well in infertile soil, compared to its hardwood and other conifer associates in the region, it has been planted throughout these states since the early part of the last century (Gilmore and Palik 2006). Currently, it occupies about 0.4 million ha in the Great Lakes states alone (Benzie 1977, 40 Lundgren 1983, Parker et a1 2001). Red pine grows well in clayey, loamy and sandy acidic soils (Bassett 1984) and site indices ranging between 13.7 to 22.9 m at 50 years (Gilmore and Palik 2006). The products obtained vary with management or the silvicultural technique applied to red pine plantations and its growth and yield depends on stand age, site quality and stand density. For example, high-density management produces small poles and sawlogs, whereas low density management produces large utility poles and sawlogs (Buckman 1962, Lundgren 1965). Red pine grows fast, provides better yield than other native pines, has good form and is relatively free from defects and diseases (Buckman 1962, Lundgren 1965, Burgess and Robinson 1998, Penner et al. 2001). Because they had such a high value, most of the pristine natural red pine forests in the region were deforested by the turn of the last century. This situation demanded that extensive research and management be carried out, and various aspects of research started as early as the beginning of the last century in both the US and Canada (Burgess and Robinson 1998). Numerous studies carried out in the Lake States as well as in adjacent provinces of Canada have examined density management, thinning, grth and yield and other aspects of management including succession, wildlife habitat and browse availability (Rouse 1988, Bassett 1984, Lundgren 1981, Dickmann et al. 1987, Dickmann 1993, Bender et al. 1997, Burgess and Robinson 1998, Penner et al. 2001). In the last 50 years or so, US and Canadian research has explored the effects of current and historical wildfire on vegetation composition, structure and succession and their role in the management of red pine forests (Mutch 1970, Heinselman 1973, Benzie 1977, Whitney 41 1986, Bergeron and Gagnon 1987, Engstrom and Mann 1991, Dickmann 1993, McRae et a1 1994, Henning and Dickmann 1996, Nevvrnann and Dickmann 2001, Cleland et al. 2004). Red pine is a shade intolerant (light demanding) species (Benzie, 1977) and is recommended for even-aged management. Red pine can also be managed as uneven- aged stands with a selection system; however, this becomes expensive because thinning must be carried out across different size-classes (Benzie 1977, Parker et a1. 2001). If the management objective is related to some research questions or obtaining sawtimber, then uneven-aged management could be justified and applied. For maximtun productivity of red pine it is necessary to thin it periodically (Day and Rudolph 1972). Red pine response to thinning is very quick. Stephens and Spurr (1947), for example, observed daily and weekly increases in growth rates of red pine after thinning and pruning. Thus, thinning is one of the most important management tools for this species. Thinning has a variety of well-understood effects on tree stands, so the type of thinning undertaken depends upon the management objectives. Artificial thinning usually involves cutting or removal of suppressed or overtopped trees, which cannot perform well and would eventually die if left unattended during stand development. In a study at Petawawa Research Station in Ontario, Canada, Burgess and Robinson (1998) found that unthinned natural stands of white and red pine had mortality as high as 10 times that in thinned stands. Thinning can enhance the diameter growth but not the gross (overall) productivity (Haberland and Wilde 1961). The growth potential of the 42 remaining trees can be increased by removing suppressed, diseased, deformed and dying trees and concentrating the growth in fewer larger trees that are retained (Spur et al. 1957, Althen and Stiell 1990). Such removal does not decrease the potential unit-area volume growth of the stands (N yland 1996). Even if released, suppressed trees do not grow well due to their physiological deficiencies and are less productive of unit area biomass than the unifome distributed large ones that are retained (Smith 2003). According to Kozlowski and Peterson (1962), dominant red pines have early growth initiation, faster growth and longer growing season than the intermediate and suppressed trees. Crown touching and friction leads to deterioration and decreased average grth of diameter in unthinned stands (Spurr et al. 1957). All of these factors result in growth inhibition in suppressed trees. Further, if the stands are too dense and grown for a long time without any treatment, there is loss of volume grth due to suppression (Buckman 1962). Thus, thinning is needed to maximize the net productivity of the stands. In the Lake States in 15 to 20 years-old stands, if the tree density was more than 2500 trees ha", there was stagnation; yield and MAI varied with the intensity of management (Rudolph 1957). Coffmann (1976) also found that the gross as well as net volume grth in red pine plantations decreases if unthinned for a longer period and it is caused by mortality due to self-thinning. Stiell et al. (1994) in an overstory release experiment in a 80-year old white pine mixed wood, found 80% increase in saw log volume after 20 years of thinning by bringing back the stands to residual BA of 16 m2 ha' 1. The greatest growth was 159 m3 M”. Smith (2003) found that the larger trees reserved during the thinning improved production of board foot volume. 43 The removal of suppressed or overtopped trees provides extra space and resources to the trees retained, increases rates of diameter and volume growth, shortens the time to grow to a given diameter, shortens rotation time, and increases yield (net production) by removing trees through early harvests that otherwise would die (Spurr et al. 1957, Smith 1986, Nyland 1996, Lundgren 1981, Parker et a1 2001). So long as the gaps created by thinning are fully occupied or covered by green vegetation, gross productivity does not change whether thinned or not (Bassett 1984). However, if there is any vacancy in growing space, productivity is reduced and will take some time to recover (Day and Rudolf 1972, Gilmore et a1. 2005). If there are fewer trees they tend to become larger and if there are many trees they tend to be smaller; however, the total basal area growth rate does not change. Such increase in diameter affects net increase in volume grth (Assman 1970, Nyland 1996). Burgess and Robinson (1998) found an increase in diameter grth in both white and red pine stands after thinning. Residual saw log volumes were concentrated in the fewer and larger natural white and red pine trees (40 years old) after a series of six thinnings over 71 years at Petawawa Research Forest, Ontario Canada. Such volume accumulation in large sized trees makes them more valuable as well. Thinning has some disadvantages too. For example, if red pine stands are thinned heavily, wind susceptibility might increase, although red pine is considered to be a relatively wind firm species (Buckman 1962). If only the inferior and suppressed understory or overtopped co-dominants are removed from below, there could be very small or even no increase in net growth as their removal might not stimulate additional 44 growth in larger trees (Smith 1986, Nyland 1996). Other disadvantages of thinning are: i) the high cost involved during harvesting; ii) formation of large openings that stimulate hardwood invasion (Burgess and Robinson, 1998); iii) damage to residuals during felling and skidding; iv) firngal (rot) invasion through cut stumps; and v) increased fuel loading. If the stands are too dense, they might also need a precommercial thinning (Benzie 1977). Buckman (1962) advises that thinning start early at a stand age of 25 years. Further, early thinning to a lower residual density than recommended for maximum volume production will promote understory succession of woody and herbaceous plant species thus increasing the flora and fauna diversity and improving the visual appearance of red pine monocultures (Dickmann et a1. 1987, Dickmann 1993). Again, whether it is advantageous or not to do so depends upon the objective of management. Lundgren (1965) showed that a 25-year-old red pine stand regularly thinned (from below and above) every 10 years to residual BA of 20.6 m2 ha'l had the highest investment returns when compared to other regimes. Similarly, Benzie (1977) also recommended for the basal area to be retained as low as 20.6 m2 ha'l for better yield. In the growth projection study by Buckman (1962), red pine growth and yield with three schedules of thinning to 20.6, 27.5, 34.4 m2 ha'l were not significantly different; however, he found out that the radial growth could be increased at lower residual density. 45 In a study using a grth and yield simulator program called REDPINE, Lundgren (1981) found that either thinning to low densities or planting fewer trees would accelerate diameter growth and provide larger trees at a given age. Lundgren recommended the best tree density to be 494 tpha for sawtimber (with initial density 123 to 3954 tpha); below this density the mean annual increment (MAI) declined. Similarly at the higher densities (2965 to 3954 trees ha”), the total cubic volume production was found to level off. Therefore, both the initial tree density (trees ha”) and residual stand density following thinning strongly influenced diameter growth, although there were fewer larger trees at the time of harvesting when fewer trees were retained. This effect was more pronounced in the better sites. He also showed that site index, timing of thinning, and rotation length affect volume of wood produced. Total cubic volume MAI was found to be affected more by site index than length of rotation. In a productivity study of red pine in Lake States using another growth model (STEMS), Lundgren (1983) found that the merchantable volume from unthinned stands to be 18% higher and that from the thinned stands to be 32% higher than current estimates in the Lake States. Average yield in thinned stands was found to increase from 6.4 to 7.1 m3 ha"l per year after thinning and the culmination of mean annual increment increased from 55 years (in unthinned stands at 18.3 site index) to 80 years. Gilmore et al. (2005) in their simulation study of a 46-year-old red pine plantation tried to test the Langsaeter Hypothesis, which stated that “the total production of cubic volume by a stand of given age and composition on a given site is, for all practical purposes, constant and optimum for a wide range of density stocking. It can be decreased 46 but not increased by altering the amount of growing stock to levels outside this range.” In their study with stand level production equations and growth projection models, there was a difference of only about 10% of actual volumes on average. They did not have strong evidence to support this hypothesis. The low thinning with 32.1 m2 ha'1 of BA retained had 30% more volume than unthinned. This volume was lower than the geometric and crown thinning set at 28.7 m2 ha'l BA, which had a volume increase of 35% over the unthinned control. The unthinned plantation grew in volume by only about 22% at the end of the 10-year projection. Well-spaced stands use more resources (sunlight, water and nutrients) as they occupy the site more uniformly (Buckman 1962). In a 27-year-old spacing study, Marty (1988) found that 39% of red pine trees in the thinned stands with 494 tpha reached their threshold of sawtimber size (23 cm dbh) much earlier than in densely planted stands, showing that wide spacing in red pine plantation lowers the per unit area planting cost. Penner et al. (2001) in an initial spacing trial of red pine established in 1953, thinned in 1982 and sampled in 1998, found that both the initial lower spacing (that is, higher densities) of 1.2 and 1.5 m had higher mortality rates than the higher (i.e., less dense) initial spacing of 1.8 to 2.4 m. In terms of total volume production, thinning was found to reduce the total time needed to reach utility pole size with little mortality. Although the lower initial spacing helped to produce more poles, it required thinning to prevent mortality and maintain good diameter growth. 47 Following an improvement cut (set BA to 6.9, 11.5 and 16.1 m2 ha") in a 80-year- old mixed hardwood forest in Canada, Stiell et al. (1994) found highly significant grth responses in white and red pine 20 years after release. There was about an 80% increase in sawlog volume in the treated stands, and also mortality and rotation age for red pine was significantly reduced, increasing the natural rate of succession. To summarize, disturbances are sources of heterogeneity that create patchiness (mosaics of patches) in the environment of plant/forest communities in time and space. At any time such disturbances not only create patches of different sizes, shapes and ages but also different stages of patch development or successional stages in forest ecosystems. Looking at the fire regimes throughout the temperate North America, it is revealed that fire could play an important role in the restoration and management of forest ecosystems. Further, learning from the past experience of fire suppression in the US, prescribed fire or controlled burning is being used more and more as a tool in the management and restoration of forests, national parks and reserves. Fire could also be important in restoring pine forests in the Lake States, as red and white pines sometimes have problems in regenerating and establishing in natural stands, as these pines need exposed mineral soils with clear forest floor and reduction in competing hardwoods for their successful establishment. I studied long-term effects of fire in a red pine plantation in northern Lower Michigan, since conventional thinning or other silvicultural systems alone may not be sufficient to create a suitable environment for these species. Also, there is lack of 48 information on long-term effects of low-intensity fires on red pine forests. Effects of single and multiple fires at different intervals after one to two decades of burning on the structure, composition and overall vegetation dynamics of a red pine plantation were studied and are presented in Chapter 2. Further, longer term effects of such burnings were studied in relation to no-management and different thinning regimes projected for 100 years into the fixture with the use of the Forest Vegetation Simulator and are presented in Chapter 3. 49 Chapter 2: Effects of Low-Intensity Fires on the Vegetation of Northern Michigan Red Pine (Pinus resinosa Ait.) Plantation. 2.1 Introduction Red pine was a prominent species in the forests and barrens of the Lake States before European settlement. However, it declined in natural stands in the nineteenth and early twentieth centuries due to harvesting and slash burning (Heinselman 1973). Before European settlement, low to medium intensity fires occurred every 5-50 years or even 70- 80 years in natural red pine stands (Bergeron and Brisson 1990, Englestrom and Mann 1991, Van Wagner 1970) and occasional intense stand replacing fires occurred at intervals of 150-200 years (Bergeron and Brisson 1990). Such occasional intense fires were ideal for red pine regeneration and establishment because they consume litter, decrease duff thickness, expose mineral soil and prepare seed beds (Van Wagner 1970, Alban 1977, Engstrom and Mann 1991, Dickmann 1993, Mallik and Roberts 1994). However, the exclusion or suppression of fire after the 19203 has disrupted the natural regeneration and establishment of red pine, which does not regenerate well in fire suppressed areas (Reich et al. 2001). Prescribed burning is being used as a potential tool for red pine regeneration (Alban 1977). Mature red pine trees are tolerant of low-intensity understory fires, and the species is considered to be fire adapted because of its very thick and insulated bark which protects the cambium from fire damage (Van Wagner 1970, Metheven and Murray 1974, Whitney 1986 and 1987, Rouse 1988, Dickmann, 1993). Its bark is considered to be even 50 more resistant than of white pine (Van Wagner 1970). Branch free boles up to 5 m also help red pines withstand fire. Multiple prescribed fires remove unwanted vegetation such as maples, hazelnut and balsam fir and are useful in red pine regeneration (Alban 1977; Metheven and Murray 1974; Van Wagner 1970; Mallik and Roberts 1994) and also alter post-fire vegetation cover by consuming some buried seeds and rhizomes (Thomas and Wein, 1985). However, burning at frequent intervals also reduces the number of red pine seedlings or even kills them (Henning and Dickmann 1996; Van Wagner 1970), so burning should be done only as needed. Short-term effects of single and periodic prescribed burns in red pine ecosystems in Michigan have been studied (Dickmann 1993; Henning and Dickmann 1996; Neumann and Dickmann 2001). However, the long-term effects (>10 years), as well as the effects of different growing periods (or length of time) after the last fire, have not been documented. The overall goal of my research is to broaden the understanding of the long-term effects of prescribed burning on species diversity, regeneration and establishment of red pine in northern Lower Michigan. The specific objectives are to: a) examine the long-term effects of both short and long interval low intensity prescribed fires on the vegetation dynamics of overstory red pine trees, herbaceous ground flora and understory woody vegetation in mature red pine ecosystems; b) explore the relationship between fire and red pine ecosystems by quantifying plant species diversity of various sites burned with low intensity prescribed fires; and c) determine the effects of low 51 intensity prescribed fires on regeneration and age distribution of saplings of red pine and its associates. 2.1.1 Global research hypothesis A disturbance is any relatively discrete event in time that disrupts ecosystem, community, or population structure and changes resources, substrate availability, or the physical environment (Pickett and White, 1985). Also, disturbances are different in their magnitude, frequency and size and their physical and biological effects are different at different layers, species and size classes (White 1985). A low-intensity fire affects ecosystems in different ways. First, it affects the vegetation dynamics of a stand by consuming duff, reducing competition, changing resource availability and altering the seedbed and seedling establishment. Second, it alters the understory vegetation by selectively killing woody stems of smaller diameter classes, especially conifers. Third, it affects small-sized sub-canopy trees by selectively killing them and promoting the growth of large-sized mature overstory trees. Thus, fire ultimately changes a red pine ecosystem as a whole, by killing or altering the growth and development of community components. This study focused on how red pine forest changes during the course of succession following different burning regimes. The following working hypotheses were tested: a. Low intensity fires cause changes in community structure, species composition, and diversity of a red pine ecosystem and such changes are evident even 10 or more years following burning. 52 b. Compared to total fire exclusion, red pine ecosystems with a history of one or more low intensity fires (discontinued for more than 10 years) will have: i) higher species richness, diversity and coverage of understory vegetation, especially with more frequent burning. ii) a decrease in density and diameter of larger understory woody vegetation but an increase in density of smaller understory woody vegetation, especially with more frequent burning. iii) a decrease in density but an increase in growth and yield of mature overstory trees. iv) shifted from a hardwood dominated to a red pine dominated understory. 2.2 Materials and Methods 2.2.1 Study site The study was carried out on experimental plots established in the 19803 in the Pigeon River Country State Forest Management Unit in northern Lower Michigan (Figure 2.1). My study gave continuity to established on-going research (Henning and Dickmann 1996), which was nearing two decades in duration when I began. The study area, located along Clark Bridge Road, is a 61 ha-pine plantation established in 1931 with red, white and jack pines. In 1970, all the white and jack pines were harvested, leaving a variable residual basal area (mean 10 m2 ha"), much of it in an under-stocked condition. The site is very productive; the Emmett Sandy loam soil 53 Figure 2.1: Location of Pigeon River Country State Forest in the Lower Peninsula of Michigan and Red Pine Study Site experimental plots along Clark Bridge Road. Unused plots in each block were designated for fall burns, which never occurred because of lack of suitable weather. C= Unbumed control 1 = One spring burn (1985) 2 = Two spring burns (1985 and 1990; S-year burn interval) 4 = Four spring burns (1985, 1987, 1989 and 1991; 2-year burn intervals) Clark Bridge Road Red Pine Study Site T 33N. R 1w, Section 25 Pigeon River Country State Forest 1 L Lower Peninsula of Michigan | '/ I 'I * Cl k 8 id e R d ‘/"l Lansing \ ar r 9 oa : :| BIO??? l C 4 2 i n ca. . a H, H II Block C C 1 '1, 1' i' N ca. 8.1 ha 2 4 ,3 l' IL . I i W E '~ Block B \t‘ ca. 7.9 ha I I C 2 4 I u ’ I S -:.“_- =- -:-_.-_-..-_=..-’_ _ _. .- _ .. _ -_. I 54 (Coarse-loamy mixed frigid, Alfic haplorthods) produces an average site index for red pine of 20m (65 ft) at 50 years. The experiment I used was set up in a randomized complete block design (RCBD). The study site had three blocks (A, B & C), each of which had four treatments (Figure 2.1). The experimental plots (0.86 to 1.0 ha) were burned beginning in 1985 during spring with low-intensity prescribed fires with planned intervals between successive burns of two (four fires completed), five (two fires completed), and 10 (one fire completed) years. Thus, the study site provided plots with a mix of fire frequencies and intervals and different growing periods after the last fire ranging from 10 to 18 years. The study plots were measured in the summer of 2001 and 2003 and analyzed to test the long-term effects of different prescribed fire regimes. The blocks (A, B & C) were within few minutes walking distance but not adjacent to each other. Each plot in the three blocks was divided by two north-south running transects. Four points along each transect were chosen randomly and served as the center of subplots. Thus, there were a total of eight subplots in each plot within a particular treatment. However, only five sub- plots were taken in the one-bum plot of block A because an intense flare up during the first burning killed many of the overstory trees and the understory woody and ground vegetation looked quite different than other plots. The center of each subplot was marked and also a nearby large tree was selected as a witness tree for each of the points, marked with paint, the direction and distance from the point was recorded and marked, and GPS coordinates logged to relocate the points. 55 Vegetation data were collected as follows: Overstory tree measurements were taken in variable radii plots using a 20 BAF (English) prism at each of the sample points along each north-south running transect. Diameter at breast height (DBH) was measured using a diameter tape and tree height using a clinometer. Tree density, basal area, volume and mean annual increment were computed from these data and used for further analysis. All trees and shrubs >l.4m tall and < 10cm DBH were categorized as woody understory and measured at the same sample points as above using 100 m2 rectangular sub-plots. DBH of individual plants of each species was measured. The age of red pine, red maple, back cherry, beech and white ash seedlings >1 .m in height and <10cm in dbh were determined from a total of 218 sample cross- sections cut at the base of the understory woody vegetation to establish the relationship of their establishment with the fires. All plants < 1.4m tall were categorized as herbaceous ground vegetation and were measured in 1 m2 quadrats. Three such quadrats were taken in each 100 m2 plot, one at the center and the other two on the outer sides (i.e., 24 subplots per plot). Percent cover of all species was estimated in each of the 1 m2 subplots. Also, number of individuals of each species except grasses, mosses and lichens were counted in those plots. Species area curves for the woody understory and herbaceous ground vegetation were constructed in all of the three blocks to see if the sampling was adequate. 56 2.2.2 Data analysis Species diversity; vegetation composition of the tree, understory woody and herbaceous ground vegetation components and their density, frequency, growth and yield were evaluated for each of the burned and unburned study treatments. Different indices of species diversityw—species richness, Simpson’s Index, Reciprocal of Simpson’s Index, Shanon’s index, and Evenness index—were used to examine biodiversity in the understory woody and herbaceous ground vegetation (Magurran 1988). Relative Value Index or Importance Value (IV) also was determined for overstory trees and woody understory trees as the magnitude of this value gives a better indication of species importance as compared to just density, frequency or basal area alone (Curtis and McIntosh 1951). IV is the sum of relative density, relative frequency and relative basal areas. The Mixed Linear Model (ProcMix in SAS) was used to analyze the data for treatment effects. Normality of the data was checked and natural log or other appropriate transformations were done. Arcsine transformation was done in case of ground vegetation cover. A binomial test (Proc Glimmix in SAS) was used to test if the proportions of one species and the remaining others were significantly different across treatments. Such tests were repeated with all of the species or groups of species in the overstory tree, understory woody and the herbaceous ground vegetation groups. Similarly, binomial tests were also done to examine the proportions of different size classes of overstory and understory trees. Goodness of fit or chi-square tests were used to compare the observed and expected number of species in different treatments as well as to see if the diameter classes and 57 species under different treatments had some associations. Least Square Difference (LSD) was carried out to compare among treatments. Because of the low number of replicates and heterogeneous nature of the experimental blocks, a standard p-value (<0.1) was set for examining the rejection or failure of hypotheses. If an F -test was significant (P<0.1), means were contrasted using a two sided t- test in three different ways: 1) unburned plot against all of the burns, 2) unburned and one-bum plots against two and four-bum plots, 3) one-burn against two and four burn plots. Biodiversity indices were tested in the Mixed Linear Model using ProcMIX. Microsoft SAS was run for all of the analysis. JMP (a SAS product) and Excel were also used for summarizing data. Images in this dissertation are presented in color and used for discussion. 58 2.3 Results and Discussion 2.3.1 Overstory trees (>10 cm dbh) The overstory trees in the Clark Bridge Road plantation consisted mostly of red pine, with Acer rubrum, A. sachharum and Pinus banksiana as minor tree species (relative frequencies respectively of 94, 2, 2 and 1 percent of a total of 414 trees inventoried in all of the plots). The remaining one percent consisted of F raxinus americana, Pinus strobus, and T ilia americana. The dominance of red pine in the plots is clearly shown by the Importance Value (IV) (Table 2.1). IV of red pine overstory trees was highest in the four-bum plots and lowest in unburned control plots. Block A had the highest density of red pine trees followed by block C and block B. Block B contained only red pine trees with no other overstory tree species in the sample. Table 2.1: Stand characteristics of the overstory (>10 cm dbh) in experimental red pine plantation under four burn treatments (n=12; df=6). Number of Tree Density Basal Area Volume MAI Red pine Treatments observations tree ha.I m2 ha.l m3 ha'l m3 ha'I yr '1 IV Control 3 281 a (90.2) 19.3 a (3.2) 203.9 a (38.9) 2.9 a (.5) 186 One Burns 3 128 b (42.5) 17.9 a (1.6) 193.5 a (39.61: 2.7 a (.6) 267 Two Burns 3 146 b (48.3) 21.4 a (3.2) 227.0 a (38.9) 3.2 a (.5) 278 Four Burns 3 148 b (49.1) 23.3 a (3.2) 261.8 a (38.9) 3.7 a (.5) 285 Contrasts Tree Density Control vs All Burns 5 C & 13 vs 23 & 4B 5 13 vs 28 & 48 ns The tree density are the log back transformed values. MAI = Mean Annual Increment IV = Importance Value (sum of relative frequencies, density and basal areas) The means used above are the Least Square Means (LSM). LSM in each column followed by the same letters are not significantly different at p S 0.1 s and ns indicate significant and non-significant respectively Standard errors of means (i) are given in parentheses C, Control; 18, One Burn; ZB, Two Burns; 4B, Four Burns 59 The effects of the prescribed burning treatments on stand and tree characteristics of the 70—year-old red pine plantation were analyzed statistically for both the sub-plot and plot level means, and significant treatment effects were detected only for overstory tree density (Table 2.1 and 2.2). Among different treatments in my study, the overstory tree density was significantly higher in unburned controls than in burned plots and approximately double in control (281 trees ha'l) than in burn treatments (Table 2.1). Unbumed controls were significantly different in overstory density than all of the burned plots together. Also, overstory tree density in unburned controls combined with one-bum treatments were significantly different than in both of the repeatedly burned plots combined. Here, the higher density in unburned controls as compared to burned plots was both due to ingrowth in the sub-canopy layer of the unburned controls as well as removal of substantial number of sub-canopy trees during repeated burnings. However, since the prescribed burns were of low intensity, mature overstory red pine growth and yield were not affected adversely (cf. Mc Conkey and Gedney 1951, Van Wagner 1970, Dickmann Table 2.2: Mean characteristics of overstory trees (>10 cm dbh) in experimental red pine plantation under four burn treatments (n= 414; df=6). DBH Height Crown Ratio Treatments cm m % Control 41.2 a (1.8) 25.6 a (2.0) 4.5 a (0.5) One Burn 44.7 a (1.8) 26.5 a (2.0) 4.5 a (0.5) Two Burns 45.7 a (1.8) 25.9 a (2.0) 4.8 a (0.5) Four Burns 45.2 a (1.8) 27.1 a (2.0) 4.0 a (0.5) dbh = Diameter at breast height; The means used above are the Least Square means. LS Means of parameters followed by the same letters are not significantly different at p301. Standard errors of means (:h) are given in paranthesis Note: Crown ratio 1 equals 10% of tree heigfl 6O 1993, Henning and Dickmann, 1996, Neuman and Dickmann 2001). In previous studies, a single low-intensity surface fire < 200 Btu/S/ft. (692 Kw/m) or repeated fires at two and five-year intervals neither caused significant pine overstory mortality (Henning and Dickmann, 1996) nor affected the basal area in a mature red pine stand (N euman and Dickmann, 2001). There was a negative correlation between the density and the average diameter of the overstory trees in my study (11 = 93; p-value 5 0.0001, r = -0.7827). The control plots had the highest density of overstory trees and the lowest average diameter (41.2 cm); whereas, the burned plots had the lowest density of trees and larger average diameters (Table 2.2). Average tree height also was slightly lower in the control plots. The reduced average diameter and height of overstory trees in unburned controls was due to the presence of greater numbers of smaller trees compared to those in the burned plots, where most of the small—sized trees were killed or severely scorched during burning. Earlier, Lunt (1950 in Dickmann 1993) found 20 years of annual burning to increase height and volume of red pine in Connecticut and the increases were thought to be due to the increased pH as well as available phosphorous and exchangeable calcium. There was not much difference in crown ratios among the burned and unburned plots in my study, although they were lower in the four-bum plots. There were no significant treatment effects on basal area, volume and mean annual increment (MAI) of the overstory trees (Table 2.1). Nonetheless, there was a trend of increasing stand values with more burning. Basal area, volume and MAI all increased as the munber of burns increased from one- to two- to four-burns, with the highest growth occurring in the four-burn plots despite having less than half the density of trees than in 61 the unburned controls. Among the two and four-burn plots, the latter had the highest basal area, volume and MAI, even though both had the same tree density. Fire as a disturbance agent not only works at a stand or community level, but also at different levels of species and their diameter classes (Pickett and White 1985). I tested the effects of burning on overstory tree characteristics and their size classes to see if the effects of fire were different at different levels. However, the effects on species were not tested as red pine was so dominant in the overstory. Overall, the contribution of red pine to total density, basal area, volume and MAI in four-burn plots were 95, 98, 99 and 98%, respectively, and were the lowest in one-burned plots among burned plots (Appendix 2.2). Unbumed control plots, however, were clearly different than burned plots; red pine density, volume, basal area and MAI dropped to 35, 82, 89 and 95%, respectively, of the total. In unburned control plots, red maple (32% of total density), followed by sugar maple (22% of total density) and jack pine (8% of total density) were important members. To examine the effects of fire on the overstory composition and structure, trees were grouped into three different diameter size classes: large (42 to 62 cm), medium (32 to 42 cm) and small (10 to 32 cm), which will be called dominant overstory, mid-canopy and sub—canopy trees, respectively, hereafter. Species richness across plots was very low among the dominant overstory trees, which had a total of only four red maple, sugar maple and jack pine trees besides red pine. Similarly, there was only one basswood tree besides red pine in the mid-canopy trees. However, the sub-canopy trees had relatively 62 higher species richness and abundance than other size classes, with a total of six species—four jack pines, seven red pines, eight red maple, six sugar maples, and one each of white ash and white pine. A binomial comparison revealed that there were no significant treatment effects on the proportions of any of the three size classes versus the remaining two classes across treatments. However, further statistical analysis with Mixed Linear Model (Proc MIX) revealed that there was a significant treatment effect on dominant overstory tree density (Table 2.3). The dominant overstory tree density in four- burn plots (103 trees ha") was significantly higher than in both the unburned control and one-burn plots. When compared with two-burn plots, the dominant overstory density in one-bum were significantly lower. Further, when control and one-bum plots were contrasted with two- and four-burn plots, they also showed significant difference on dominant overstory density. Similarly, one-burn treatments were significantly different from two- and four-burn treatments together. However, control versus all burn treatments when contrasted did not show a significant effect. Thus, the analysis shows that there is some difference in the density of dominant overstory trees in repeatedly burned plots, although the effect was lesser in the two-bum than in four-burn plots. The increase in density of dominant overstory trees in four-burn plots than in other treatments was probably due to faster diameter growth and shifting of some of the mid-canopy trees to dominant overstory class during the post-fire growing period. Such shifts to larger size classes have been reported in the New Jersey pine region by Stephenson (1965). Radial growth of western larch (Larix occidentalis) increased up to eight years after a single burn (Reinhardt and Ryan 1988b in Dickmann 1993). 63 Table 2.3: Effects of prescribed burning on dominant overstory (>36 cm dbh) , mid-canopy (32 to 36 cm dbh) and sub-canopy (10 to 32 cm dbh) trees1 in experimental red pine plantation, summer 2001 (n=93). Tree Density Basal Area Volume Treatment effects trees ha.l m2 ha"l m3 ha-l Dominant overstory F-tests, p-value 0.0448 0.1208 0.1493 Chi-square tests, p-value 0.0055 0.0325 0.0726 Control 66 ac (8.4) 12.8 a (1.9) 138.5 a (19.6) One Burn 62 a (8.6) 12.0 a (1.9) 122.5 a (19.2) Two Burns 89 be (9.8) 16.4 a (1.9) 170.7 a (21.8) Four Burns 103 b (10.5) 18.2 a (1.9) 194.5 a (23.3) Contrasts Control vs All Burns ns ns ns C&lesZB&4B 5 ns ns 18 vs 28 & 4B 5 ns ns Mid-canopy“ Control 27 (19.8) 3.1 (2.2) 34.3 (25.3) One Burn 42 (20.0) 4.9 (2.2) 56.2 (25.7) Two Burns 40 (19.8) 4.4 (2.2) 47.0 (25.3) Four Burns 42 (19.8) 5.0 (2.2) 55.7 (25.3) Sub-campy" Control 235 (65.5) 3.4 (1.3) 19.8 (5.3) One Burn 30 (67.4) 0.96 (1.4) 6.1 (5.5) Two Burns 25 (65.5) 0.6 (1.3) 3.7 (5.3) Four Burns 5 (65.5) 0.2 (1.3) 2.0 (5.3) Dominant overstory tree densities are back transformed values of square root. MAI = Mean Annual Increment The means used above are the Least Square means (LSM). LSM of parameters followed by the same letter are not significantly different at S 0.1. s and ns indicate significant and non-significant respectively. Standard errors of means (i) are in parentheses. C, Control; 18, One Burn; 23, Two Burns; 48, Four Burns *Comparisons were not made for mid-canopy and sub-canopy trees because of insufficient data ' Sub-canopy has approximately 25% red pine trees and the remaining are mainly red maple, sugar maple and jack pine, whereas, dominant overstory and mid-canopy layers have red pine trees only. There were no detectable treatment effects on basal area, volume or MAI of the dominant overstory trees, although values for the four-bum treatments were larger (Table 64 2.3). However, chi-square tests showed that there was some relationship between fire and the basal area of dominant overstory trees. Unlike in the dominant overstory, sub-canopy tree density decreased due to burning and the decrease was more prominent as the number of burns increased. Even a single burn reduced the sub-canopy tree density drastically, agreeing with Van Wagner (1970) who stated that young recruitrnents cannot withstand even a low intensity fire. Consequently, the basal area, volume and MAI of sub-canopy trees in the unburned plots were all much higher than those in the burned plots and they decreased gradually as the frequency of burns increased. It seems that there was a lot of killing and scorching of sub-canopy trees due to the burning. Thus, there was an enhanced overall growth of dominant overstory red pine trees in the two- and four-burn plots due to the killing of competing bushy vegetation and the sub-canopy trees by repeated burnings. Further, the prescribed burning must have altered competition among the dominant overstory trees and mid—canopy trees, resulting in greater overall growth of mature trees. The removal of bushy vegetation and the sub-canopy trees create openings (extra-space) that reduced competition. The overall effect of burning on larger trees is similar to thinning from below, which helps to enhance diameter growth of fewer, larger and unifome distributed trees that are retained during the process (Kozlowski and Peterson 1962, Lundgren 1981, Smith 1986, Nyland 1996, Burgess and Robinson 1998, Parker et al. 2001, Smith 2003). Such volume accumulation in large—sized trees makes them more valuable as well. 65 Higher growth in repeatedly burned plots must also be due to the increased availability of nutrients. Nutrients such as potassium, phosphorus, calcium and magnesium are released during burning and nitrogen fixation is enhanced. Release of nutrients is advantageous, as nitrogen and phosphorous are usually limiting in most forests (V itousek 1985). Marks (1974) also suggested that immediately after disturbance nutrients are released from decomposition of organic matter and are in a state of under- utilization. Some of the nutrients such as nitrogen and potassium may even leach during the first few months of their release and get lost to the system (Ahlgren 1960, Debano and Conrad 1978, Wright 1976); however, they may become available to the trees (Ahlgren 1960) as competition gets reduced due to burning. Sub-canopy trees were absent or very few in most of the burned plots and thus ANOVA could not be carried out (for example, the 10-11 cm diameter class was present only in the unburned control). No significant effect was found during binomial test of sub-canopy trees with others using Proc Glimmix in SAS. The reduction of species richness and abundance of the sub-canopy trees agrees with earlier studies (Dickmann 1993). Furthermore, there was no adverse effect of low intensity prescribed burnings on the overstory red pine trees as they are tolerant of low intensity understory fires and considered to be fire adapted because of their thick bark (V anWagner 1970). From the tree distribution pattern (Figure 2.2a—d), it seems that among the sub-canopy trees, the 22- 27 and 27-32 cm classes might have escaped severe scorching during burning and grown into the mid-canopy stratum during the 10-16 year gap since the last fire. Sub-canopy trees in the 10-22 cm diameter class must have either been killed or severely scorched 66 during the low intensity burning. The species that were killed or affected mostly by the fire were saplings of red maple, sugar maple, jack pine and white pine. In unburned plots, overstory tree distribution was clearly a bimodal, but the distribution became increasingly unimodal as burning frequency increased (Figure 2.2; Appendix 2.3). In the repeatedly burned plots there were almost no sub-canopy trees at all and, thus, the mid-canopy and dominant overstory trees formed a unimodal or bell shaped structure. A similar shift from bimodal to unimodal was also observed for basal area, volumes and MAI of different diameter trees (Appendix 2.3), although the overall effect on them was not significantly different. Therefore, my analysis reveals that low-intensity fires have a profound effect on tree density and species richness of sub-canopy trees. Repeated fires at an interval of two or five years essentially wiped out the sub-canopy and enhanced the diameter growth and yield of dominant overstory trees. The enhanced diameter growth was probably due to reduced competition and enhanced resource availability. 67 Figure 2.2: Average overstory tree density of different diameter size classes in a mature red pine plantation (n=3). a. Unbumed Control 150 {U E 100 ”-3 g 50 3 ZOI'I VDTDI—HEIDIDIDfiDI | 10—11 12-17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57-62 Diameter Classes (cm) b. One Burn «1 150 fi if 100 «‘5 g 50 20 m r ..... m.‘- I _ 10-11 12-17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57-62 Diameter Classes (cm) '1; 150 C. Two Burns 0 it; 100 «‘3' E 50 z 0 Mpfi 10-11 12-17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57-62 Diameter Classes (cm) N 150 D. Four Burns i 3;: 100 a E 50 I :3 Z 0 I 1 1 _ r 1 r ‘1 l‘J—T—fi 10-11 12—17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57-62 Diameter Classes (cm) 68 2.3.2 Ground vegetation 2.3.2.1 Species diversity Species richness in all of the three blocks (A, B & C) tended to stabilize after sampling about 17 to 20 one-sq m quadrats out of a total of 24 quadrats sampled for each of the treatments in each block (Figure 2.3). Although not always universal, local species richness is positively correlated with the area over which they are recorded (Gaston and Lawton 1990). Total species richness of ground vegetation (all herbs, shrubs and trees <1.4 m in height) was always higher (32 to 49 species) in four-bum plots than in others. Conversely, the unburned plots always had the lowest species richness (16-26 species), except in block C where both unburned and two-burn plots were almost the same (25 species). Thus, burning increased total species richness which increased gradually from control to one- to two- to four-bum plots. All of the treatment plots in block C were higher in ground vegetation species richness than in other blocks (Figure 2.3). Among three blocks, block C had the lowest woody understory tree density and was thus more open; the openness, among other reasons, might have caused more herbaceous species to grow in this block than others. The openness in block C was also reported in earlier study by Henning and Dickmann (1996). In my study, generally, the species richness declined in all of the plots compared to Henning and Dickmann (1996), who measured the plots immediately after burning in 1991. However, both Henning and Dickmann (1996) and Neumann and Dickmann (2001) found species richness of herbaceous and woody ground flora (<1m in height) to be greater in periodically or once-burned areas compared to unburned areas. 69 Figure 2. 3: Species area curves by blocks for herbaceous ground vegetation in the 70-year-old red pine plantation under burning treatments. / BlockA 5 50 E a 40 7~A 77* Vii 7, 7 , , 3 g 30- % g 20 "E '3 10 E :3 U 01"IITTIIl‘I1IT‘IIT'I'I'III'I'I‘I'I‘IIITI‘I 1 3 5 7 9 11 13 15 17 19 21 23 Total sample plots K —X— One burn +Four burns +Two burns +Control / BlockB 50 — § 0 é a 0 e g E E :1 U O11'1‘|11'1'1'1lI'I'I'T'TlllI'I'I‘I'I‘I'llllllfrj 1 3 5 7 9 11 13 15 17 19 21 23 Total sample plots L [—I— Four burns +Two burns —X— One burn +Control] / BlockC 50 — :3; 40 _ :2 30- .2 E 20 o—v 3 .. g r.- E 10 ~ 0 0 . r . . . . 1 3 5 7 9 11 13 15 17 19 21 23 Total sample plots K l-I—Four burns —X-- One bum +Two burns +ControlJ Note: only 15 quadrats were used for one burn plot block A. 70 There were no significant effects of treatments on species richness on a per sample plot basis. However, the F-tests and chi-square tests showed significant treatment effect on Simpson’s Index, Simpson’s reciprocal and Shannon’s Indices for ground vegetation (Table 2.4). Simpsons’ reciprocal and Shanon’s indices were significantly lower in unburned controls whereas Simpson’s diversity was significantly higher in unburned controls than in four-bum treatments. Simpson and Shanon’s indices in unburned controls were all significantly different from one-bum treatments as well. These differences indicate that unburned controls had lower diversity of ground flora than four-times burned plots. The higher Simpson’s diversity index in unburned controls Table 2.4: Species diversity (per sample plot) of ground vegetation (<1.4 m height) in experimental red pine plantation, 2003 (n=12). Indices of Diversity Treatments Species richness Simpson Simpsons' Shanon Evennessl S D Reciprocal, l/D H‘ J Treatment Effects p>F-va1ue 0.2544 0.0725 0.0983 0.081 p>Chi square 0.1524 0.0082 0.0189 0.01 12 Control 2.3 a (0.9) 0.6 a (0.1) 2.3 a (0.3) 0.8 a (0.1) 0.7 (0.1) One Burn 4.7 a (1.0) 0.4 b (0.1) 2.8 ab (0.3) 1.1 b (0.1) 0.7 (0.1) Two Burn 6.7 a (0.9) 0.5 ab (0.1) 2.6 ab (0.3) 1.0 ab (0.1) 0.6 (0.1) Four Burn 2.3 150.9) 0.4 b (0.1) 3.1 b (0.3) 1.2 b (0.1) 0.7 (0.1) Contrasts Control vs All Burns s s s C&les2B&4B ns ns 5 les23&4B ns ns ns F-tests p-values are given along with the chi-square values as treatment effects. C, Control; 18, One Burn; 28, Two Burns; 43, Four Burns Values in the columns are the Least Square Means. Values with the same letter are not significantly different from one another at p S 0.1. s and ns signifies significance and non-significance, respectively, at p S 0.1. Standard error of means (2t) are in parenthesis. I . . . Evenness index was not analyzed as it was not normal even afier transformations 71 suggests that the unburned plots had dominance (or abundance) of fewer species than in burned treatments. Evenness indices were not analyzed as they were not normal but their values were almost the same in all of the treatments. There was no difference in species diversity among the burned treatments. Unbumed controls were significantly different than all of the burned plots combined for all of the Simpson, Simpsons’s reciprocal and Shanon’s indices. Unbumed controls and one-burn treatments when contrasted with two- and four-burn plots were significantly different for Shanon Indices whereas similar contrasts for Simpson and Simpson’s Reciprocal were not different. Control, one- and four-bum plots had high evenness (0.7), which means that 70% of the species had the same number of individuals in them. Two-bum plots had a somewhat lower evenness (0.6), suggesting that 60% of the species had the same number of individuals in them. 2.3.2.2 Percent cover The response of ground vegetation to the burn treatments varied and depended on the type or form of the vegetation (tree, herb or shrub species). The overall average percent cover of ground vegetation increased fi'om unburned control (27%) to burn (34 to 36 %) plots; although, there was no significant treatment effect (Tables 2.5 and 2.6). Similarly, Henning and Dickmann (1996) detected no differences in total percent cover in measurement of this same study in 1991. l categorized and analyzed the ground vegetation in two groups: 1) trees and 2) herbs and shrubs. 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Further statistical analysis (F -tests) showed that there were no significant differences among treatments for either of the two groups (Tables 2.5 and 2.6). Nonetheless, for both groups the average coverage tended to be higher in all of the burned plots than in the control. Thus, despite no significant differences, it is apparent that there are some distinct effects of burning on ground vegetation coverage. First, all the burn treatments had higher overall percent cover than the control. Second, the most frequently burned plots had lower overall species coverage than the least frequently burned plots. Third, burned plots had relatively more tree coverage than unburned plots, and among the burned plots the highest was in the two-burn plots and the lowest in the four-bum plots. Such increase in woody species in burned plots was suggested by Ahlgren (1960). Once- bumed plots also were found to contain the greatest composition of woody ground flora than periodically burned plots by Neumann and Dickmann (2001) who measured the following season after burning. Fourth, herb and shrub coverage was the lowest in unburned control and generally decreased gradually as the number of burns increased. In central Appalachian forests, herbaceous species were found to play an important role in the recruitment, establishment and development of woody seedlings, which are always more as the stand becomes mature (Gilliam et al. 1995). 2.3.2.3 Tree species Red pine, red maple, juneberry (Amelanchier spps.), choke cherry (Prunus virginiana), sugar maple, white ash and black cherry (Prunus serotina) were the seven 75 tree species that were most abundant in all of the treatments (Table 2.5). None of these species were statistically different in their coverage across treatments. However, red maple, black cherry, choke cherry, red pine and white ash showed substantial differences over control in their coverage after burning. Differences in post-fire establishment of red maple and black and choke cherry densities were also reported earlier (Henning and Dickmann 1996). These species were most favored by repeated fires in my site. Increase in these species improves wildlife habitat as forage and soft mast availability increases (Rouse 1988, Bender et al. 1997, Dickmann 1993). Black cherry had been found to densely seed in the openings after 1938 Hurricane in New England (Spurr 1956). The seeds of black and choke cherries can remain dormant in soil for long periods (Canham and Marks 1985) and they sprout vigorously from the root collar, which makes them aggressive post fire colonizers (Henning and Dickmann 1996). Despite the increase in tree species in the burned plots, the species coverage in our study was lower when compared with that of Henning and Dickmann (1996). Such a decrease of tree seedlings with time since disturbance was also found in Pennsylvannia by Peterson and Pickett (1995). Likewise, in a boreal system in the Yukon in British Columbia, Canada, new regeneration occurred only in first five years after fire (Johnstone et al. 2004). Red pine and red maple were the two most abundant tree species found in the ground vegetation for all the treatments. Red pine, a species considered to be shade intolerant, had the highest relative cover in four-bum plots, 334% higher than in the control. Apparently repeated burning prepared the seedbed by opening up space and exposing mineral soil, allowing seeds to germinate and seedlings to establish. Prescribed 76 burning improves seedbed for pines (Buell and Cantlon 1953). Red pine is highly adapted to such fire-prepared seed beds (Ahlgren 1976, VanWagner 1970). Also, since good seed years in red pine are every 5-10 years (VanWagner 1970, Rouse 1988), the four-bum plots provided a much longer window of optimum seedbed conditions. In repeatedly burned plots competing vegetation is killed or at least suppressed (Alban 1977, Metheven and Murray 1974, Van Wagner 1970) increasing the chance that red pine seedlings will become established. Henning and Dickmann (1996) found that red pine seedlings occurred less commonly in four-bum plots; however, they measured the plots immediately after the last burn. Therefore, my re-measurement showed that the 10—years gap since the last fire provided an appropriate environment for further recruitment of red pine seedlings in the ground vegetation layer. My results also show that shade tolerance is a relative concept; even in a shaded understory, an “intolerant” species like red pine can recruit if seedbeds are optimum and competition is suppressed. Red maple, a moderately tolerant species with long lasting dormant seeds, had higher coverage in burned plots than in controls (Table 2.5). Sugar maple, the third highest ranking and a very shade tolerant species, showed highest coverage in the two- burn plots. Juneberry and bass wood coverage was less in the burned plots. Red oak (Quercus rubra), black oak (Quercus velutina), white oak (Quercus alba), and American elm (Ulmus americana) were all absent in unburned plots but showed up in at least one burned plot. The relatively tolerant species American beech (F agus grandifolia) and shade intolerant red oaks were very minor, with a relative cover 77 less than 0.1 percent. White pine and American elm also showed up in the burned plots even though their average coverage was very low. The sub-plot in block A which was burned once with an intense, hot fire causing complete overstory mortality were omitted from analysis in this study. They had mostly American elm, red raspberry and blackberry (Rubus spps.) in the ground vegetation layer. 2.3.2.4 Herbs and low shrubs Bracken fern (Pteridium aquilinium), moss (Sphagnum spps.), wild—lily-of the valley (Mianthemum canadense), red raspberry, blackberry, sarsaparilla (Aralia nudicaulis) and grasses were the herbs and shrubs that occupied the top five positions or ranks based on their average percent cover and relative cover for all of the treatments (Table 2.6). Shrubs are killed back and are reduced in number and biomass (Little and Moore 1949). The overall species coverage was not significantly different across treatments and was consistent with the results of Henning and Dickmann (1996). However, in general, the herbaceous layer increases with increase in fire frequency (Buell and Cantlon 1953). There was an increase of herb and shrub species richness with a cover >O.15% from unburned (7) to once burned (11) to twice burned (12) to burned four times (14). Henning and Dickmann (1996) and Neumann and Dickmann (2001) also found that the species richness of herbaceous and woody ground flora (<1m in height) was greater in periodically or once-burned compared to unburned areas. Increased soil moisture and nutrients due to burning may stimulate some herbaceous plants, while increases in temperature in gaps that form may affect both herb growth and production (Collins et al. 1985). Chabot (1978) found variation in light to produce greatest change in growth of 78 strawberry plants as compared to other enviromnental factors. Growth of strawberries increased with an increase in light intensity, with a daily fluctuation of 10 0C, in gap edges. However, Bakelaar and Odum (1978), in an nutrient perturbation (added NPK fertilizer) experiment, found that a few species dominated others, which decreased in their importance value and thus decreased diversity or niche width. The highest relative cover in my study was of bracken fern, which ranked top in all of the treatments except in the four-bum plots where wild-lily—of the valley had almost the same percent cover (Table 2.6). Bracken fern showed the least cover in the four-burn plots. Ahlgren (1960) found that bracken fern was more abundant in burned areas than in unburned areas. But it was found to have higher cover values in less frequently burned plots (Buell and Cantlon 1953). Bracken fern was found both in control and older burn plots but was highest in the most recent burns in New Jersey Pine Barrens (Boemer 1981). The rhizomes of bracken ferns are vigorous and sprout back after fire; its spores also germinate better in burned soil (Olinonen 1967a and 1967b in Henning and Dickmann 1996, Henning and Dickmann 1996). The decrease of bracken fern cover in my four-burn plots could be due to the repeated fires every two years or the increase in competing species. Besides killing unwanted vegetation, repeated fires also create more openness; bracken ferns are also susceptible to frost killing in more open conditions (Cody and Crompton 1975 in Abella et al., 2004). Generally, the moss and lichen decreased as the frequency of burning increased, and this result is consistent with that of Henning and Dickmann (1996). 79 However, it is not consistent with findings of Buell and Cantlon (1953) in New Jersey pine region in which burning increased moss and lichen. Rubus species coverage was negligible or absent in unburned control plots but higher in burned plots, especially those btu'ned once or twice (Table 2.6). F-tests and Chi- square tests revealed that the number or count per square meter of red raspberry and red pine showed significant treatment effects (Table 2.7). Red raspberry was significantly lower in unburned controls than in four-burn plots, which were also higher than one-bum plots. Red pine counts were significantly higher in two-bum than in other burned and unburned plots. Both species in unburned control and one-burn treatments when contrasted with two- and four-burn treatments were significantly different. This shows that red pine regeneration is low in unburned controls and also four-bum plots because repeated fires every two years kill already regenerated and established red pine seedlings. Increases with burning were also observed by Henning & Dickmann (1996) for Rubus species in an earlier analysis of this study. Vigorous growth of Rubus spp. (after burning) in northeastern Minnesota was reported by Ahlgren (1960).The ability of Rubus seeds to remain in soil for a long period before they germinate (Marks 1974) and their sprouting and heavy fruiting after fire (Abrahamson 1984, Ahlgren 1979), were two main reasons for their success and increased growth in the burned sites. In northern hardwoods, pin cherry (Prunus pensylvam’cum), a colonizing and exploitative species replaced Rubus spp. after three years from seeds that existed in the soil (Marks 1974; Bormann and Likens 1979). 80 Other species that were favored by fire were grasses, sarsaparilla and shinleaf, which did not show treatment effects. Stimulatory effects of burns on grass cover have also been reported by others (Buell and Cantlon 1953, Ahlgren 1979, White 1983, Howe 1995, Henning and Dickmann 1996). In tall prairies, vigorous clones of the dominant grass (Andropogon gerardii), dominant forb (Solidago altissima) and a less common forb (Aster simplex) increased steadily in all burn treatments (Howe 1995). Common strawberry (F ragaria virginiana), fragrant bedstraw (Galium triflorum), wild lettuce (Lactuca canadense), shin leaf (Pyrola elliptica), common wood sorrel (Rumex aeetosella), lady’s slipper (Cypripedium spps.), daisy fleabane (Erigeron spps.), cow wheat (Melampyrum lineare), wild or prickly gooseberry (Ribes cynosbatti), starflower (Trientalis borealis), Achillea millefolium, carrot (Daucus carrota), Mushroom, shin leaf (Pyrola rotundifolia), Lonicera, and wild rose (Rosa spps) were very scarce or absent in unburned controls but found in all or at least in one or more types of burns. Common dandelion (T araxacum oflicinale), Solidago spps, Aster sagittifolius, and Chenopodium vulgare were among the other species found in very small numbers. Species that were present only in the four times (repeatedly) burned plots were staghom sumac (Rhus typhina), Solidago spps., blueberry (Vaccinium spps), bunch berry (Camus canadensis), pin or fire cherry (Prunus pensylvanica) and clammy cudweed (Gnaphalium macounii Greene). If disturbance frequency or intensity is high, communities may have greater numbers of fire adapted species. Without disturbances 81 mEsm Son— .mv ”2.5m 03:. .mm 6:5 0:0 .9 28:50 .0 ._.o w a a: £33838: .858E:w_m-:o: U5 858535 moc_:w_m m: :5 m “.o w a E “55$: m::8c_:m_m Ho: 80>» 2m; .82"; UoE:£m:mb xuwn-wo_ 2: 8: 3E: ou:onc:ou 2: :5 32%: 232 083cm 284 2: Br. 82:5 2:. £55 85280 “d m m: 91:21: m m mvemmsm: do w: m: 35m =< m> 65:00 oEm uom gonmmw: cox 322.50 we...“ :3 31 Rod 3.? f: 53 fit: «2 :3 8S? 2: 28: 25.0 2&8: £3 0:: ZN am; :8 2:3..— wwfi $33 22 23.. was: a: 55.0 NS: 93:33; Sum: 533 3:8 Emu: .533 3:8 him: $30: “:38 bum: .0304 E28 02:55 mfluomm d :82 so :82 ,6 :82 so :82 as: 3-368 wEDm EDGE mph—3m OBP Ehsm 0:0 Wyn—=00 «unto uEDEumob :NLO>O .N_n: .ANEV SE E2585 :um 860% :ozfiow? n::o:w 95 mo 53:5: of Co mix—mix EN 033. 82 these species decline. For example, in northern hardwoods, large scale disturbance dependent species like pin cherry may be locally extirpated except for seeds in soil (Marks 1974). Partridge berry (Mitchelia repens) was scarce and found only in unburned control and absent in other burn treatments. Moss, false Solomon seal (Smilacina spps.), wild fern (Dryopteris carthusiana) and lycopodium generally decreased with burning. Both moss and lichen were found to decrease in burned plots in their average and relative percent cover and a similar decrease for these species was reported by Henning and Dickmann (1996). 2.3.3 Understory trees (>1.4 m height and < 10 cm dbh) The understory trees were mainly composed of red pine, red maple, beech, black cherry, white ash, juneberry and sugar maple (relative frequencies 47, 16, 9, 9, 4, 3 and 3 percent). Remaining species — choke cherry, eastern hophombeam (Ostrya virginiana, white pines, and others were — each were less than three percent of total. The binomial comparison of proportions carried out between two groups, i.e., each of the understory woody species versus the remaining species grouped together, did not show any significant treatment effects. 2.3.3.1 Understory density The density of understory woody species of all size classes combined together ranged from 2738 to 6377 trees ha"1 and the lowest was in unburned and the highest in 83 two-bum plots (Table 2.8). There was no significant treatment effect on the overall stem density of understory woody vegetation; however, there were some remarkable increases in densities across different burns. For example, the overall density for two, one and four- burn plots increased over control by about 133, 124 and 61%, respectively. The increase in the overall density of understory woody vegetation in all of the burn plots was due to post-fire regeneration and establishment, and the magnitude of this effect varied with the number of burns. The lack of fire for a long period (10 to 18 years) allowed seeds to germinate and root suckers and stump sprouts to grow. The changes brought about in the understory woody species composition by burning are visually prominent among the treatments (Figure 2.4). Similarly, understory trees also increased by 52% after burning in loblolly pine in the Piedmont, North Carolina (Oosting 1944). Understory tree density was negatively correlated with parameters such as overstory tree density (n = 93; r = -0.2314; p = 0.0256); basal area (11 = 93; F -0.3614; p = 0.0004) and volume and MAI (n = 93; r = -0.28605; p = 0.0053). A high overstory tree density certainly will cause a decrease in understory woody density, but fire, especially if repeated, has a much more profound negative effect on the woody understory. 2.3.3.2 Diameter and age Treatments had a significant effect on the average diameter at breast height (dbh) of understory woody trees (>1.4m height and < 10cm dbh) (Table 2.9). Average dbh ranged from 0.9 to 3.0 cm, with the lowest in four-burn plots and the highest in the unburned plots. All of the burned plots had significantly lower average diameter than 84 Table 2.8: Woody understory stem density (trees ha!) and relative density in descending order under different size classes Treatment Sps 0-4 % of Sps 4.1-6 % of Sps 6.1-10 % of Sps Total % of Code cm total Code cm total Code cm total Code total Contro RP 87 33 RM 158 49 RM 200 60 RM 746 27 RM 388 19 SM 47 14 SM 47 14 RP 704 26 SM 267 13 AB 42 13 WA 30 9 SM 358 13 BC 168 8 WA 35 10 HH 20 6 AB 208 8 AB 151 7 WP 25 8 AB 17 5 WA 179 7 WA 1 16 6 RP 12 4 WP 8 3 BC 167 6 AM 104 5 HH 4 1 RP 4 1 AM 104 4 CC 72 3 Oaks 4 1 Others 4 1 CC 71 3 Others 44 2 BC 0 0 Oaks 4 1 WP 71 3 WP 37 2 AM 0 0 BC 0 0 HH 58 2 HH 35 2 CC 0 0 AM 0 0 Others 50 2 Oaks 12 1 Others 0 0 CC 0 0 Oaks 21 1 Total 2080 ($577.7) 325 (i388) 334 (i371) 2738 On'e'Burn RP 2868 48 RP 48 BC 19 50 RP 2915 4‘81 RM 795 13 AB 38 24 WA 10 25 RM 838 14 AB 714 12 RM 38 24 RM 5 13 AB 753 12 BC 477 8 BC 14 9 SM 5 13 BC 510 8 WA 324 5 Oaks 10 6 AB 0 0 WA 33 8 6 AM 296 5 CC 5 3 AM 0 0 AM 295 5 CC 200 3 WA 3 CC 0 0 CC 205 3 Others 1 14 2 AM 0 0 HH 0 0 Others 1 l4 2 SM 86 1 HH 0 0 Oaks 0 0 SM 91 1 Oaks 47 1 Others 0 0 Others 0 0 Oaks 57 1 HH 20 0 SM 0 0 0 0 HH 19 0 WP 0 0 WP 0 0 0 0 WP 0 0 Total 5940 (i632.8) 157 (i388) 38 @388) 6135 Two Burns RP 3418 54 Oaks 21 45 HH 8 40 RP 3430 54 RM 884 14 Others 8 18 Oaks 4 20 RM 884 14 AB 604 10 RP 8 18 RP 4 20 AB 604 9 BC 588 9 HH 4 9 WA 4 20 BC 588 9 AM 154 2 WA 4 9 AB 0 0 Oaks 171 3 WA 150 2 AB 0 0 AM 0 0 WA 158 2 Oaks 146 2 AM 0 0 BC 0 0 AM 154 2 SM 104 2 BC 0 0 CC 0 0 Others 154 2 Others 88 1 CC 0 0 Others 0 0 SM 104 2 CC 46 1 RM 0 0 RM 0 0 HH 58 1 HH 46 1 SM 0 0 SM 0 0 CC 46 1 WP 25 0 WP 0 0 WP O 0 WP 25 0 Total 6310 (i577.7) 46 (:38 8) 20 (i373) 6377 Four Burns RP 2305 53 Oaks 21 50 HH 4 50 RP 2322 53 RM 709 16 RP 17 40 WA 4 50 RM 709 16 BC 471 11 HH 4 10 AB 0 0 BC 471 11 AB 217 5 AB 0 0 AM 0 0 AB 217 5 HH 1 13 3 AM 0 0 BC 0 0 HH 121 3 Others 158 4 BC 0 0 CC 0 0 Others 158 4 AM 96 2 CC 0 0 Oaks 0 0 WA 100 2 WA 96 2 Others 0 0 Others 0 0 AM 96 2 CC 75 2 RM 0 0 RM 0 O Oaks 83 2 Oaks 63 1 SM 0 0 RP 0 0 CC 75 2 SM 33 1 WA 0 0 SM 0 0 SM 33 1 WP 17 WP 0 0 WP 0 0 WP 17 0 Total 4352 @6328) 42 (i388) 7 (i373) 4402 [Standard errors of mean are given in paranthesis (i). Note: The common and the Latin names ofthe species codes are explained in Appendix-2.1 85 u . . I... a . .. . . 3...... . A33» 0_ “mum of :8 EB 05 A 28% _ _ “man 05 :8 EB 05 32-me .255 So”— .u 092-me .mEnn 95% .o A25» 2 an: 65 :8 E3 05 mmm. .:.=5 0:0 .3 35:8 853:3 .m damn—32D in 3 88:3 .08 SEE; 50:95:: 65: to: 20.3%-? a E 35:53: 3E3¢=£ «E: -93 :80 v5 BEBE. :_ 59:26:: 05 E Stat? 36:50:85“ ”in 2sz 86 the control; however, there were no significant differences among different burns in their average diameters. Also, when contrasted unburned control versus burned plots, control and one-burn versus repeatedly burned plots, and one—bum versus repeatedly burned plots were all significantly different. The overall analysis revealed that multiple burning lowered the average diameter of understory woody stems significantly. The mean understory woody diameter was positively correlated with the overstory tree density (n = 93; r = 0.4295; p = 0.0001) because the advanced large-sized understory woody regeneration (seedlings and saplings) in the unburned plots were killed by the fires in the burned plots. However, the average understory woody diameter was negatively correlated with other parameters of the overstory trees: heights (n = 93; r = -0.2568; p = 0.013), mean diameter (n= 93; r = -0.21825; p = 0.0356), and basal area (n = 93; r = -0.23027; p = 0.0264). Also the new post-fire regeneration was very young and small in average diameter. Treatment effects were significant only on the average diameter of beech and red maple (Table 2.9); the more frequent the fires, the smaller the diameter of those two species. These two species, which comprise most of the large-size class understory trees, were reduced the most in the repeatedly (two and four) burned plots. DBH of both red maple and American beech in one-burn plots also were significantly different from four- burned plots. In beech DBH was significantly higher in one-burn than in two-burn plots. In case of red maple, DBH in one-burn treatments was significantly lower than in unburned control. Contrast of unburned control versus burn plots, one-bum and unburned 87 Table 2.9: Mean Diameter at breast height (dbh) of understory woody vegetation in experimental red pine plantation, 2003. (n=93; All species df=6, Beech dfi5.81, Red maple df=8.01). All species Beech Red Maple Red pine dbh dbh dbh dbh cm cm cm cm F-test, p-value 0.0142 0.0257 0.0069 ns Chi-square value 0.0002 0.0002 0.0001 ns Treatments Control 3.0 a (0.6) 4.1 a (0.4) 5.3 a (0.6) 0.33 (0.13) One Burn 1.2 b (0.2) 4.3 a (0.4) 3.8 b (0.4) 0.15 (0.1) Two Burns 1.7 b (0.3) 3.5 b (0.3) 3.0 be (0.3) 0.26 (0.1) Four Burns 09 b (0.2) 3.0 b (0.3) 2.8 c (0.3) 0.21 (0.1) Contrast Control vs All Burns 5 s 5 4B & 28 vs 18 & Control 5 s 5 18 vs 28 & 4B 5 s s dbh is back transformed values of Natural log, for which the Least Square Means (LSM) are given above, except for red pine. Values with the same letter/s not significantly different from one another at p S 0.1. s and ns indicate significance and non-significance, respectively, at p S 0.1. Standard errors of means (i) are in parenthesis. 18, 2B & 4B are one-, two- & four-burn treatments Differences among treatments for average diameter of other species were non- significant plots versus the two- and four-bum plots together, and one- with two- and four-bum treatments together showed significant differences for both species. This also indicates that two— and four-bum lower DBH more than one-burn. There were differences seen in other species across the treatments also, but they were not significantly different. The average age of understory woody vegetation, determined by counting rings of red pine, red maple, black cherry, white ash and beech cross-sections was 13.0 years (S.E. i 2.69) in the burned plots and 15.0 years (S.E. i 5.3) in the unburned plots, which 88 shows that the new regeneration in the burned plots was established right after the fire i.e., within the past 10 to 18 years and had smaller average diameter than in control (Table 2.10). Average diameter and age of all the species were correlated (n = 218; r = 0.6767; p = 0.0001). Only beech was >18 years in unburned controls and most variable in age among others. All of the species were older and of larger-diameter in unburned controls than in burned treatments. Of the total of 21 8 cross sections studied, 192 were of 0-4 cm and the remaining 25 of 4.1 to 6.0 cm and only one of 6.1-10 cm dbh. 2.3.3.3 Density by size class Understory trees of different diameter classes showed different responses to the prescribed burns (Table 2.8, Figures 2.5a and b). The frequency of the 0-4, 4.1-6.0 and 6.1-10 cm diameter classes were 95, 3 and 2%, respectively. Seedlings up to 4 cm dbh were extremely dense in all of the plots compared to the other two larger diameter classes (Figure 2.5), with unburned plots having the lowest and two-burn plots having the highest density. In contrast, understory tree density of 4.1 to 6.0 cm and 6.1 to 10 cm diameter saplings decreased sharply as the frequency of burns increased (Table 2.8; Figure 2.5b). The largest (6.1 to 10 cm) diameter understory trees had the lowest density and the highest decrease over control in the four-burn plots. As the response of different diameter seedlings to fire was different, for convenience, I created several new groups of diameter classes and analyzed binomial proportions. The understory woody stems were divided into two groups: large diameter (6.1-10 cm) and remaining others (0—6.0 cm); the second grouping is 2.1 to 10 cm and 0—2.0 cm. The frequency analysis showed that the 89 Table 2.10Aggmd diameter of understory woody seedlings in experimental red pine plantation, 2004 Species Treatments Number Mean (iStandard Error) Correlation of cross- DBH iSE Age iSE Age by DBH Correlation sections years p-value 0::- .:00: 0:0:00. :0 m0:_0> 005002000000 0:: 0:0 :0E3 000.0 00800 53002 :0: 508:0 .wo. 0:30: :0 m0:_0> 00:50:20: :30: 0:: 0:0 SEE 00:00::00 0:: 0:0 55:00 . 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A decrease in density of large understory trees (6 to 10 cm) was reported by Henning and Dickmann (1996), who surveyed in the growing season immediately after the prescribed burns. However, recruitment of small-diameter seedlings was enhanced in all the burned plots. In a study of a red and white pine forest in Michigan, 0 to 6 cm diameter seedlings and saplings decreased due to burning (Neumann and Dickmann, 2001), but the sampling was done right after the fire. One of the obvious reasons for a low density of seedlings in the absence of fire is that the seedbed was not suitable for the germination and establishment of new seedlings since the understory low herb and shrub canopy, and thick duff and litter layer in the forest floor prevented seeds from reaching the mineral soil (Figure 2.6a and b). The reduction in depth of organic matter by fire increases establishment directly because the seedlings are near to a more constant water supply and more decomposed organic layers and mineral soil (Thomas and Wein 1985). In my study, two-burn plots had the highest frequency and density of seedlings; thus the preparation of seedbed must have been much better than in unburned control and one-burn plots (Figure 2.6a and b). In the four-bum plots newly recruited seedlings were killed again and again, suppressing their establishment and development until after the last burn. However, repeated burns must have consumed more duff and litter, allowing more seeds to reach the soil and delayed the growth of understory shrubs. The exposed mineral soil (Figure 2.6a) favored red pine more than its associates (Table 2.8, Figure 2.4a to (1), because it is more adapted to 94 Figure 2.6a: A plot just after its second burning (two-year interval), with an unburned plot in the background. Most of the soil organic layer has been consumed, leaving a layer of ash over mineral soil, and all understory vegetation has been killed back to ground level (photo by D.I. Dickmann). .1 . L . I ‘0 0 _ - .~ ‘ .- : ; >‘ .43, ' _ . ~ ‘ 7 .'-_ P Figure 2.6b: A plot after the first fire in 1985, which was relatively “cool.” A patchy mosaic of unburned forest floor and ash-covered mineral soil was created. This plot was burned again with a hotter fire five years later (photo by D.l. Dickmann). 95 post-fire establishment. Average age (13 years) of 0 to 6 cm seedlings of red pine and other important species from the burned plots (Table 10) also suggest that the new regeneration was from seeds that germinated and established right after the fires. In a long-term study in a boreal forest in Yukon, British Columbia and in interior Alaska, recruitment of dominant tree species were highest in the first five years (J ohnstone et a1. 2004). The introduction of fire has brought changes in the overall structure and composition of the forest I studied. Burned plots have basically two layers; one of overstory canopy red pine trees and the other an understory of small-diameter woody vegetation. Additionally, there is a low ground vegetation layer at the forest floor. The burned stands in due course of time would develop a different composition and structure than the unburned plots (see Chapter 3). The extent of changes that occur in the forest structure and composition depends on the number of burns carried out, the burn intervals, and the time period lapsed after the last burns. Since large hardwoods such as red maple, sugar maple and basswood were eliminated by fire, the repeatedly burned forest will develop into two layers: an overstory of red pine trees without any hardwood species and a lower, red pine - dominated understory layer with other hardwood species mixed in. Once-burned plots also will have red pine - dominated understory; however, it will have some sub-canopy overstory trees of red maple, sugar maple, beech, and white ash. The species densities measured a few years after fire and two to three decades later show that future stand structure can be predicted from observations made early in succession and 96 that early post-fire colonizers usually will dominate the canopy of mature stands (J ohnstone et al. 2004). 2.3.3.4 Species diversity and abundance The species area curves (SPA) shows that the number of species in all of the blocks tended to stabilize after sampling about five 100 sq m plots out of a total of 8 (Figure 2.7). Statistical analysis of the species richness and diversity indices revealed that there was no significant overall treatment effect on species richness and diversity indices of the understory trees (Table 2.12). However, once and twice-burned plots tended towards highest species richness than four-bum and unburned plots. A similar significant decrease of species richness in four-bum and an increased species richness in two-burn plots were reported earlier by Henning and Dickmann (1996). Simpson’s Index was the highest in four-bum plots and lowest in control and one-bum, which indicated that the four-burn plots showed dominance of fewer species, in this case red pine. This finding is very important if the goal of management is the establishment and growth of red pine trees. The Simpson’s Reciprocal (l/D), Shanon and Evenness indices indicate that the diversity of species tended to be highest in control and once burned plots and the lowest in the four-bum plots. The frequency for all size classes of woody understory species increased due to burning and was the highest (34 %) in two-burn plots and the lowest (14%) in control. Among the different size classes, the 0-4 cm size class was most frequent, with the red 97 Figure 2.7: Species area curves by block for understory woody vegetation in a mature red pine plantation under burning treatments. 20 4 Block A g 15 ‘ 14 "’ 3 11 o .9 _ g g ‘0 —x— One Burn "'2‘ : +Two Burns 5 5 _ +Control 0 + Four Burns 1 2 3 4 5 6 7 8 Total number of sample plots (10 sq m) Block B E 20 . 20 E a 17 33 15 0 § 10 q ’ A. ‘ 11 +Four Burns g + Two Burns ‘t‘é 5 7 X + Control 6 O I I ‘1' I I 1 V fl —x- one Burn 1 2 3 4 5 6 7 8 Total number of sample plots (10 sq m) Block C 3 20 - .D E 3 C 15 : .§ 11 O at. 10 4 /x 8: X4 10 +Control .12: / 8 —X- One Burn g 5 " +Two Burns 6 0 I I I l I T l 1 + Four Burns 1 2 3 4 5 6 7 8 Total number of sample plots (10 sq m) 98 Table 2.12: Indices of species diversity of understory woody vegetation in experimental red pine plantation, 2003. (n=12) Species Simpsons' richness Simpson Reciprocal Shanon Evenness S D ND 11' J Treatments ns ns ns ns Control 5.4 a (1.2) 0.4 a (0.07) 3.2 a (0.5) 1.2 a (0.17) 0.7 (0.08) OneBum 6.1 a (1.2) 0.4 a (0.07) 3.1 a (0.5) 1.2 a (0.18) 0.7 (0.09) TwoBum 6.0 a (1.2) 0.5 a (0.07) 2.8 a (0.5) 1.1 a (0.17) 0.6 (0.08) FourBurn 4.4 a (1.2) 0.6 a (0.07) 2.0 a (0.5) 0.8 a (0.17) 0.6 (0.08) Species diversity under Simpson column are backtransforrned natural log vlaues. For others, the Least Square Means (LSM) are given and the values with the same letters are not significantly different from one another at p S 0.1. ns signifies non-significance, respectively, at p S 0.1. Standard errors of means (i) are in parenthesis. Evenness index was not analyzed as it was not normal even afier transformations pine (49%) the most frequent species followed by red maple, beech and black cherry. However, red maple was the highest occurring species for both the 4.1-6 cm and 6.1-10 cm classes with 35% and 52% relative frequency, respectively. For each of the above diameter classes beech, choke cherry, black cherry, non-commercial trees, and oaks were below 5% of total. There was no significant treatment effect (F-test) on any of the major species density. Also binomial comparison of proportions among each of the important species and the remaining species were not different across the treatments and, therefore, only important species will be discussed. There was a remarkable overall increase of understory red pine density in one-, two- and four-bum plots——3l4, 387 and 230 %, respectively, over unburned controls, 99 mainly in the 0-4 cm class (Table 2.8). The importance value (IV) of red pine was the highest in two-burn plots and the lowest in unburned controls (Table 2.13). Red pine obviously will be dominant in the canopy of future stands, especially after burning, but few conifers—with the exception of an occasional white pine—will accompany it. Red maple was second to red pine in density and relative density in burned plots (Tables 2.8) but its IV was highest in unburned control (Table 2.13). Relative density of red maple was remarkably similar in all of the burned plots. Vigorous sprouting and enhanced seed germination on the exposed mineral soil after burning allowed red maple to successfully recruit into the 0-4 cm class following fire (Table 2.8). The canopy of future stands also will be occupied by red maple. Other, hardwood tree species with significant densities and IV in burned plots were beech, black cherry and white ash. Sugar maple, on the other hand, was much reduced following burning. Very few hardwoods survived burning to recruit into the sapling and small pole classes (4.1 — 10 cm dbh), especially if the burning was repeated (Table 2.8). Table 2.13: Importance Value (IV) of the understory woody species. Species* Treatments AB AM BC CC I-IH Oaks Others RM RP SM WA Control 33 14 14 11 17 6 14 79 44 31 31 Onean 54 17 41 22 3 7 17 52 52 12 29 Two Burns 44 12 42 12 8 23 13 29 92 6 14 Four Burns 27 12 58 15 21 16 10 20 68 11 31 I V=Importance Value (sum of relative frequencies, density and basal area). *AB=American beech, AM=Amalanchier, BC=black cherry, CC=choke cherry, HH=Hophornbeam, RM=red maple, Others=non-commercial species, RP=red pine, SM=sugar maple, WA=white ash, WP=white pine. ‘S d-bON 100 2.4 Conclusion The effects of prescribed fires conducted during 1985 to 1991 were still evident in 2003, even after such a long gap. Fires affected differently the overstory, mid- and sub- canopy trees, understory woody seedlings and saplings, and herbaceous ground vegetation. Such differential effects on size classes and species as well as dense recruitment after fire create distinctive stand structures (Peet and Christensen 1987). Henning and Dickmann (1996) and Neumann and Dickmann (2001) reported that there was no adverse effect on mature red pine overstory trees when measured immediately after fire. In my study, overstory tree density was affected, where as there was no effect on other features of overstory red pine trees. Also, the structure and composition beneath the red pines, from the sub-canopy to the ground layer, was altered by fire, and the alteration was substantial after repeated burning. In the southern Appalachians, Philips and Shure (1990) also found a considerable shifting in tree composition following fire. The effects of fire as a disturbance agent vary at different levels because of the hierarchical organization and patchy nature of ecosystems (Pickett and White 1985, Rykiel 1985, Holling 1992, Wu and Levin 1994). Whereas the response to burning shown by different species and their size classes varied in my study and depended on the number of low-intensity burns applied, the burn intervals, and the number of growing seasons passed since the last fire, recovery was nonetheless rapid. In fact, forests or biological communities are always recovering from the last disturbances (Spurr 1956, Reice 1994). Prescribed low-intensity burns, particularly if repeated, reduced the sub-canopy tree density sharply and wiped out most sub-canopy conifer and hardwood trees. 101 However, post-fire recruitment of most species—especially red pine, red maple, beech and black cherry—did occur via seedlings or sprouts. Consequently, these burnings altered the intra-specific competition among the mid-canopy and dominant overstory red pine trees. The fires eventually must have also changed the availability of nutrients and other resources reaching the remaining mid-canopy and large-sized overstory trees. Lunt (1950 in Dickmann 1993) found red pine to increase in height and volume after 20 years of annual burning in Connecticut, and such increase was thought to be due to release of phosphorous and exchangeable calcium and increased pH due to burning. Disturbances release nutrients tied in pre-disturbed vegetation and also those utilized by vegetation before disturbance (Bormann and Likens 1979). Usually, phosphorous, calcium and potassitun are released after fire and utilized quickly after their release by existing or new vegetation (Alban 1977, Boemer 1988). Vitousek (1985) suggested that such nutrient availability declines after the canopy closes. Size of openings created by fire also affects micro-environment, species composition and increases productivity (Philips and Sure 1990), and if the openings become larger, productivity increases further. Three to four times increases in net primary productivity of above ground biomass in larger gaps were shown by Philips and Shure (1990). Ahlgren (1960) reported the increase of early plant invaders or pioneers in burned areas for several years, which declines as the time from burning increases. The nutrients leached from the system after burning gets trapped by larger mature trees. Resources in disturbed gaps are under-utilized as the gaps partially or completely lack vegetation (Marks 1974). These resources will be available to dominant overstory trees 102 and also to fast growing pioneers that occupy the open space first after disturbances and nutrients are tied up in the biomass of those early invaders (Boring et al. 1981). In spite of the losses due to volatilization and leaching during the rainy season, nitrogen and phosphorus availability increases immediately after fire due to increased soil temperature and moisture, nitrogen fixation, mineralization and release (Christensen 1985, Vitousek 1985, Raison 1979). In my study, enhanced growth in the dominant overstory trees in all of the burned plots and particularly in four-burn plots, confirms such effects of fire. Additionally, the highest IV of the overstory red pine trees in the burned treatments and the gradual increase of IV for overstory red pine trees from control to one- to two- to four-bum treatments indicates that red pine becomes more dominant with more frequent burning. Prediction of canopy dominance of trees in future stands based on higher IV of younger age/size classes has been suggested (Flaccus and Ohmann 1964). The greater IV of red pine of different ages and size classes in burned treatments indicates that red pine will be important in the canopy of future stands (see Chapter 3). One- to almost two-decade-old prescribed burns have enhanced overall vegetation diversity and cover in the understory and favored the reproduction of red pine. Enhanced immediate post-fire red pine recruitment was reported by Henning and Dickmann (1996), and this cohort has developed over time. These effects probably will be carried over, but as the overstory trees, understory woody seedlings and saplings and the herbaceous ground vegetation grow in time and space, diversity will decline. Species richness and diversity increase quickly after fire (disturbance) and reach a peak but 103 decrease later as the succession progresses (Loucks 1970; Denslow 1985). In boreal forests in British Columbia and interior Alaska, early recruitment was highest in the first five years and then some of the species declined after 10 years in mixed stands (J ohnstone et al. 2004). In my study, the higher relative densities and IV but lower overall densities of red pine reproduction in the four-bum plots than in once- and twice-bumed plots show clearly how repeated burning can shift composition toward a highly fire- adapted species (Van Wagner 1970, Dickmann 1993). Absence of fire caused highly fire adapted longleaf pines to convert to loblolly and slash pines along Southeast coastal areas (Walker 1980) and increased fire sensitive species (Arthur et al. 1998). Even infrequent disturbances can have long lasting effects in forest structure and composition (Henry and Swan 1974). The most remarkable changes in structure in the red pine forests in my study was the shift from a bimodal diameter distribution in unburned plots to a unimodal distribution in two- and four-bum plots. A single burn created a structure roughly in between bi- and unimodal because it eliminated only a few large-sized sub-canopy trees. Frequent burning virtually eliminated the sub-canopy stratum. These overall changes in the species composition and structure of these stands can reflect future stand development. Burning decreased the height of shrubs and sub-canopy trees (Little and Moore 1949; Ahlgren 1960; Dickmann 1993). Early stages of red pine plantations were considered as unsuitable for white tailed deer, snowshoe hare, and ruffed grouse (Gysel 104 1966). However, after burning in mature red pine plantations, herbs and shrubs increase ' and the heights of the sub-canopy stratum is reduced (Little and Moore 1949; Dickmann 1993). The increase in herb and shrub richness and the sprouting back of hardwood species provide a good source of browse for animals; thus, thinning and burning could be very useful for wildlife management (Dickmann 1993). Bender et al. (1997) found small and large mammals such as elk and deer increased after overstory thinning, again due to increased quantity and quality of forage. Although thinning and prescribed burning are different, they have some common benefits because they both create openings, enhance sprouting and seedling recruitment, and decrease heights of hardwoods, all of which enhance wildlife habitat in red pine stands. 2.5 Recommendations Prescribed burning should be considered a tool for the long-term management of red pine forests. The number of burns carried out, the burn intervals, and the period of gap to be left after prescribed burning should be chosen judiciously and will depend entirely on the management goals and objectives. A single fire with a long growing period (one to two decades) without fire results in a forest with an overstory of red pine and a few small-sized sub-canopy overstory trees of other species below them. Red pine seedlings and saplings will be mixed with hardwoods in the understory woody layer. If the focus of management is the enhancement of growth and yield of the red pine only, one-burn alone may not be sufficient since the effects of single low-intensity fire declines with time. The 105 determination of the length of the growing period after last fire or other silvicultural practices to be adopted in combination with burning have to be chosen judiciously so that forest growth is revitalized and stimulated. Burning such forests every 15 to 20 years favors red pine grth as well as some browse in a sustained basis for wildlife management. A red pine forest with a history of two-bums at a five-year interval and left to grow for a long gap of about 11 years will lead to a unimodal distribution of overstory trees. Such repeated burnings increase the importance of red pine in both the overstory and understory tree layers, increase overall density and diversity of understory woody seedlings, enhance sprouting of red maple and other hardwood species, increase tree density in the herbaceous ground vegetation layer, increase openness in the forest, and kill back small hardwood stems, many of which resprout. This is a better option for management of red pine as well as wild animals, compared to a single or no burning. Multiple fires at two- to five- year intervals, and then a period of fire exclusion seems to be the best option to obtain vigorous red pine reproduction. This fire regime will clear everything fi'om the sub-canopy and understory leading to a unimodal overstory tree distribution with the highest annual growth in the overstory trees. It also creates an ideal seedbed for red pine. Red maple, black cherry, beech, oaks, hophombearn, white ash and other species also get favored due to repeated burnings, although their relative density will be low. Thus, with multiple burns we get a dominance of red pine in all the three strata: the overstory, the woody understory, and the ground 106 vegetation. So this regime is the best option if the objective is the long-term management of red pine. Multiple prescribed burns combined with some other silvicultural practices, such as thinning, would also give increased growth and yield of red pine. The low understory vegetation created by this regime would be very favorable to browsing wildlife and low-nesting birds, although the lack of mid- and sub-canopy strata would not provide habitat for other mammals and birds. Understory vegetation, which has low commercial value, should be given due importance as it has a very important ecological role in occupying disturbed sites and yielding to other late successionals. Additionally, extremely dense red pine regeneration established after one to two decades of repeated prescribed burning in mature red pine stands on nutrient rich sites might need release from suppression by pre-commercial thinning so as to maximize growth and yield (Benzie 1977). On nutrient poor sites repeated burning should be applied to the extent that it may suppress hardwood species sprouting and enhance red pine establishment and growth; however, burning should not retard or interfere with red pine regeneration and establishment. On these less fertile and often droughty sites red pine recruitment following fire may not be as vigorous or predictable as occurred on my site, so early pre-commercial thinning may not be necessary. 107 Chapter 3: Using the Forest Vegetation Simulator (FVS) to Project the Long-Term Effect of Prescribed Fires in a Red Pine Plantation. 3.1 Forest Simulation The Forest Vegetation Simulator (F VS) is the USDA Forest Service’s nationally supported framework for forest growth and yield modeling (Dixon 2002). The Growth and Yield Unit of the Forest Management Service Center (FMSC) in Fort Collins, Colorado develops, maintains, supports and transfers F VS and related technology. F VS developed from Prognosis, a modular structure developed by Stage (1973 in Dixon 2002) and is an individual-tree, distance-independent growth and yield model. It can simulate a wide range of silvicultural treatments for most major forest tree species, forest types, and stand conditions, ranging from even-aged to uneven-aged. There are different variants developed for different geographic regions. For example, the Lake States (LS) Variant used in this study is an adaptation of the LS-TWIGS model and applied to the Lake State Regions (MI, WI, and MN). However, since it is a distance-independent model, it does not do well with thinning by group selection. F VS treats a stand as the population unit, using forest inventories or stand examination data. FVS works through the Suppose interface (platform), which is a graphical user-interface that accesses FVS software through Windows 95 operating system 9. Simulations are reproducible and deterministic by default; however, they can also be run stochastically. While simulating, post- processors (other programs) are used for further reporting and analysis of FVS output (discussed further under Materials and Method section of this chapter). 108 Canavan and Ramm (2000) compared the actual measured growth, BA and mortality for seven upland hardwood species in northern Lower Michigan with TWIGS and FVS_LS five and 10-year projections. They found that FVS-LS produced more accurate results for diameter and BA growth than LS_TWIGS, whereas neither of the two simulators produced as accurate results in case of ten-year mortality (tree density). The diameter prediction was within :t 3.2 cm across all projections, species and size classes. Similarly, Smith-Mateja (2003) used RPAL (REDPIN E) to project stand level attributes and FVS-LS to project tree and stand level attributes of large trees of red pine (Pinus resinosa) at Kellogg Forest in Lower Michigan. Overall FVS was more robust than RPAL. F VS was found to be a good predictor of diameter growth and was even better when diameter growth data from increment cores was used to calibrate it. She suggested that validation should be carried out in small-sized red pines and minor species and different site conditions as well. The red pine plantations that were the basis for my simulations were mature (established in 1931) and partially harvested in 1970, leaving an understocked condition with a variable residual basal area (BA) averaging 10 m2 ha'l. The stands were burned using low-intensity single and multiple prescribed fires during 1985 to 1991 and were left to grow without further intervention (Henning and Dickmann 1996). The re- measurement of the stands was done in 2001 and 2003 (Chapter 2). The data in Chapter 2 revealed that the average diameter of the burned and unburned stands was about 43.2 cm and the overstory trees were mature, occupying between 17.9 to 23.3 m2 ha'1 in 109 differently burned plots (Table 2.1). Moreover, there was a very dense advance post-fire regeneration of red pine and hardwoods established after different prescribed burnings were carried out, but the stands needed some kind of silvicultural operation or management to enhance growth and productivity. Re-burning was not an option as the burned plots already had a well-established one- to two-decade-old advance regeneration which needed protection; young red pine recruitments cannot withstand even a low- intensity fire (Van Wagner 1970). So, several obvious questions emerged. First, how will current stand structure and composition change during 100 years of growth and development? Second, which management system could be applied for maximum and sustained yield from the burned and unburned forests and when could such silvicultural management be started? Third, how much volume of wood or BA could be removed during thinning to maximize saw log production of such stands? The uniqueness of this study is that since the plots were affected differently by prescribed fires, the data from burned and unburned plots could be projected 100 years into the future using FVS with both no-management as well as thinning to examine the long-term effects. The results could be useful for managers and planners as they formulate desired future conditions for red pine dominated ecosystems. My hypotheses are as follows: Burned plots, if allowed to grow for a long period of time (longer than one to two decades), will be different from unburned plots in their species composition and structures, and the changes or the differences will depend on the frequency of burns. The successional trajectory of the red pine stands will be different 110 among differently burned and unburned plots and also the management applied (no- management and thinning). The net volume yield of thinned stands will be higher than those of unthinned stands whether they are burned or unburned. The objectives of this study are: 0 To examine compositional and structural changes in previously burned and unburned plots of mature red pine stands simulated 100 years into the future with and without thinning. 0 To summarize growth and yield in previously burned and unburned mature red pine stands managed differently. 3.2 Materials and Method The Forest Vegetation Simulator (FVS) was used for forest growth and yield modeling. The data input, interpretation of output, simulating management scenarios and regeneration were carried out as suggested in the “Essential F VS: A User’s Guide to the Forest Vegetation Simulator” (Dixon 2002) and the use of keywords from the “Keyword Reference Guide for the Forest Vegetation Simulator” (Van Dyck 2003). Data on mature overstory trees (>10cm in dbh) and understory trees (>1.4m in height and 0-10 cm dbh) (Chapter 2) were entered in F VS tree data files. All the understory trees >30 cm to 1.4 m in height were counted from all of the respective burned and unburned treatments and were entered with an assigned diameter of 0.254 cm (Dixon 2002). This manipulation was required by F VS, otherwise it would not grow anything <14 m during simulations. 111 F VS works through three sets of file systems that work in coordination through the Suppose interface: the location file (*.loc), the stand list file (*.slf) and the tree data file (*.fvs). As a first step, all the tree data (from 2001 and 2003 measurements) in Microsoft Excel were changed to comma delimited files and then reformatted into FVS input format (*. fvs) which had settings id, design purpose code and measurement numbers. Later, stand-level information such as variant description, group codes and tree data files were entered to the stand list file (*.slf). Finally, specific information about each setting, such as sample design, was entered in the Suppose locations file (*.loc), which also contained the tree list file name and a grouping code. Suppose version 1.18 and F VS Version 6.21 of Lake States Twigs (Revised 03.07.06) were used to project the data into different management simulations which were manipulated through keywords. Simulations were used deterrninistically by default (although they can also be run stochastically) and were reproducible. While simulating, the post-processors (other programs in FVS) were used for further reporting and analysis of F VS output, which was later brought back to Excel for further study and analysis. To test the study hypotheses and address study objectives these steps were followed. First, the stands were projected without any silvicultural management. A Mean Annual Increment (MAI) was obtained which showed that the stand was still growing up to the year 2044. It was suspected that this observed MAI could have been due to the actively growing advance post-fire recruitments. Rapid growth of MAI in red pine occurs at 15 to 45 years of age and later the growth slows down before it culminates (Lundgren 1983). Therefore, to see if the mature trees were still growing or not, the seedlings or 112 saplings below 10 cm were all removed by using “thinning from below with dbh removal from 0-4 inch” option from the F VS model and then the stands were projected again. Once the fast—growing small seedling/saplings (0-10 cm dbh) were removed, growth started declining much earlier than observed previously, after about the year 2004 in some of the stands. This demonstrated that the growth observed in previous run was mainly due to the growth of understory trees and the large overstory trees were mostly growing at a very slow rate. Thus, some silvicultural intervention could be performed immediately or within a few years in both the burned and unburned stands. The simulation was started in 2003, the year when the inventory of trees and the understory vegetation for this study was completed. Since the MAI started decreasing after 2004 (at least in some of the stands), the silvicultural operations were always scheduled in the year 2004. The following two options of management were chosen to be simulated for 100 or more years into the future in all of the burned and unburned plots using FVS. The no- management projection provides a longer-term perspective of different fire regimes and their effects without any external disturbance, whereas thinning, as an additional disturbance, provides an opportunity to study the effects of multiple silvicultural disturbances. The stands were 78-year-old when simulations began and l78-year—old at the end, when they exhibited some of the characteristics of old growth forests. Thinning (partial cutting) is one of the best silviculutral operations for the management of even-aged red pine (Benzie 1977) and is recommended to be done every 113 10 years or more (Lundgren 1983). I chose thinning at different residual BA targets for different cuttings through the FVS simulator. Although there are some limitations, fixed target BA seemed to suit this site, as it had lower understory trees waiting to be released. Thinning from below does not seem to be appropriate as the advance post-fire regeneration needs protection and release, and the slow-growing tolerant smaller woody understory species would all be removed from the stands. Rather, healthy and vigorous intermediate and co-dominant trees need to be released from competition by dominant trees for better growth in diameter. In other words, the removal of mature dominant trees can rejuvenate the vigor of residual trees as well as the stand as a whole. As per the stocking guide for red pine (Benzie 1977), stands having an average diameter of 43 cm dbh (my study) need to retain a residual BA following thinning between 24.1 and 27.5 m2 ha'l. However, Lundgren (1965) advised for high investment returns to go as low as 20.6 m2 ha'l thinned every 10 years, regardless of the density and stocking of the stands. My stands were highly variable in their BA, with some carrying a BA smaller than 22.9 m2 ha". To determine the residual BA of subsequent thinnings, the number of thinnings to be carried out and the interval periods between them, several runs were made with various target residual BA. First, the residual BA of two different sets, 25.2, 27.5 and 34.4 m2 ha" and 25.2, 29.8 and 34.4 m2 ha", both at intervals of 20 as well as 30 years were run for one-, two- and three-times thinning over the next 100 years. For both the sets of residual BA used, the final grth in BA did not reach as high as 57.3 m2 M”. Later, as I kept lowering the target BA, the first thinning lowered to 22.9 m2 ha’l basal area, resulting in a final BA as high as 57.3 m2 ha'l after 100 years. Thus 22.9 m2 114 ha'l BA was decided to be retained for the first thinning for all of the regimes. After analyzing several runs I tested the following three thinning regimes that provided the highest final basal area and yield: 0 Single Thinning: retaining BA at 22.9 m2 ha'l after a single cut in year 2004. 0 Two Thinnings: retaining BA at 22.9 m2 ha" in 2004 and 27.5 m2 ha'l after the second thinning in 2034. 0 Three Thinnings: retaining BA at 22.9 m2 ha'l in 2004, 27.5 m2 ha'1 in 2034 and 34.4 m2 ha'l after the last thinning in 2064. As I needed to retain and release the advance post-fire red pine and hardwood establishment as well as competing co-dominants, I chose the ‘THINDBH’ key word which considers thinning of all diameter class trees; however, a calculated proportion of trees is removed until target basal area is met. This algorithm begins thinning the largest diameter trees first, so the target BA may be reached before any smaller trees are removed. The tree density after the ‘single’ thinning was almost the same as under no- management but much lower than that under the ‘two’ and ‘three’ thinning because adequate or sufficient number of trees were not removed from the understory. Further, the high BA (22.9 m2 ha") chosen to be retained during the first cut in 2004 was not even available in some of the stands, particularly the one-burn ones. Thus, only the three times thinning was used for this study as it retained highest density, species richness and 115 cumulative volume at the end of simulation compared to one and two times thinnings. It will be referred to as thinnings or thinning, hereafter. Because of the unusually high density of post-fire recruitment, the FVS model was not performing well in the beginning; this problem was fixed with the help of Dr. Don Dixon, biometrician with the USDA Forest Service, Fort Collins, Colorado. Normally, regeneration is assumed to be around 988 seedlings per ha, whereas my stands had a greater post-fire understory seedling density. There was virtually no space for new seedlings to emerge as the ground was either covered with seedlings (in case of burned plots), litter, or in open areas with thickets of Rubus and grasses. In unburned controls there was a dense understory and sub-canopy of mainly the hardwoods and the duff was so thick that very little regeneration was occurring. After discussing the matter with Dr. Dixon and Prof. Don Dickmann, I decided to keep the new regeneration to only 2% of total seedlings in each of the burned and unburned controls. For example, in unburned controls the seedlings/saplings to be regenerated were controlled by creating regeneration files (*.kcp) and regeneration was limited to 208 trees ha". Similarly, regeneration files (*.kcp) were created for other treatments: one-, two- and four-bum plots with 388, 395 and 319 trees ha", respectively. Thus four sets of regeneration files were created by averaging among the replicates of each treatment for use in the FVS simulations. Those files helped to control the erratic behavior of FVS and the model ran perfectly fine after the adjustments. I observed that the low rate of regeneration chosen to run the simulation did not matter much as there was very little new regeneration taking place under the dense advance regeneration thickets in the study sites anyway. 116 The FVS model averaged all the data in the output and the results were obtained on a per stand basis, so I averaged the output for the three replicates of each treatment (n=3) and then summarized and discussed. As the model result was based on so many assumptions, 1 did not use statistical analysis. Consultants at the MSU Statistical Consulting services recommended that such analyses are inappropriate because of the multiple assumptions that are inherent in simulation models, including F VS. I summarized tree density, BA, MAI and total cubic merchantable and sawlog volumes. For detailed study, the trees in two strata or horizontal layers were categorized by breast height diameter class (dcl) into the understory (0-11 cm dcl) and the overstory (>11 cm dcl) trees. The understory trees were further categorized into small (0-6 cm dcl) and large (6-11 cm dcl) trees. Similarly, the overstory trees (>11 cm dcl) were categorized into sub-canopy (>11-32 cm dcl), mid-canopy (32-42 cm dcl) and dominant (>42cm dcl) overstory trees. The cumulative total cubic and saw log volumes were calculated from the output data. Relative densities and relative BAs for different treatment plots as well as species also were calculated. Relative density is the number of individuals of one species as a percentage of the total number of individuals of all species. Similarly, relative BA is the BA of species as a percent of the total BA of all species. Relative value index or importance value (IV) then was calculated from the relative densities and relative BA. Percent increase over unburned treatments was calculated for each period to look at the 117 long-term effects of fire. Also, the percent change over no-management was calculated for each period to assess the effects of post-fire silvicultural management. MAI was taken directly from the output of the model, which by default added all the previous removals of cubic volume (through thinning, if any) to the total cubic volume before thinning at any age and divided the sum by the age of the stand. To calculate the cumulative cubic volume for the year in which the cutting occurs, the removals of the same year were not added. The previously removed total cubic volume by thinning was added to the volume before thinning to compare the yield between thinned versus unthinned stands but not for total growth (Spurr et al. 1957). Thus, yield has been used as the additions of all the net annual increments as in Buckman (1962). 3.3 Results 3.3.1 Tree density Tree density at the beginning of the simulation ranged from 10,067 to 19,934 trees ha'l with the highest density in two-burn and the lowest in the unburned treatments (Table 3.1). The trees were categorized into two groups; the woody understory (0-11 cm dcl) and the overstory (>11 cm dcl) trees. Understory trees constituted 98% (unburned plots) to 99% (burned plots) of the total trees. Overall tree density dropped sharply in all of the treatment plots by the end of both of the no-management and thinning simulations. 118 3.3.1.1 Understory tree density At the end of no-management, the relative density of understory trees had declined sharply, especially in the burned treatments. At the end of thinning, relative density declined less and was still quite high in the frequently burned treatments (Table 3.1). After no-management, the unburned controls retained the highest understory tree density, despite their lowest density in the beginning. However, at the end of thinning, the densities of understory trees retained in the one-bum and unburned controls were 6 to 7 times lower than that in the two- and four-burn plots. When compared with no- management, understory tree density after thinning was more than double in unburned controls and one—burn treatments and more than 20 fold in two-burn treatments and 90 fold in the four-burn treatments. Small understory tree (0-6 cm dcl) density in the unburned controls was almost one-half that in the burned plots in the beginning (Figure 3.1a, Appendix 3.1). At the end of the no-management, the density of small understory trees retained was the highest in the unburned controls, whereas in all of the burned treatments, small trees were nearly absent (Figure 3.1b). After thinning, the densities of small understory trees retained were much higher in the two- and four-bum treatments than the other treatments (Figure 3.1c)—two, six, 45 and 90 times more in control, one-, two- and four-burn plots, respectively, than after no-management. At the end of no-management, the relative density of the small understory trees declined to 7% and 2% of total trees in unburned controls and all burned treatments, respectively, whereas the relative percentage was much higher after thinning, particularly in the burned treatments. 119 In the beginning, large understory trees (6-11 cm dcl) were absent or <0.5 % of total trees in all of the burned treatments, whereas they were >6 fold higher in unburned controls (Figure 3.1a). Unlike the small trees, the large understory trees increased in density and relative density in all of the burned plots during early periods of both the no- managements and thinning simulations and then declined gradually (Figures 3.1b and 3.1c, Appendix 3.1). At the end of no-management, few large understory trees remained, with an especially large drop in density in the control (Figure 3.1b). However, at the end of thinning, trees in this size class also were lost in unburned treatments but big gains were shown in frequently burned treatments. At the end of thinning, the increase in density of large understory trees was more than three times in unburned controls and more than five times in all of the burned treatments than in no-management. 3.3.1.2 Overstory tree density Initially, overstory tree (>11 cm dcl) density was greatest in the control plot followed by that in the four, two and one-bum plots (Table 3.1). As the no-management and thinning simulations progressed, overstory tree densities in all burning treatments increased and reached their highest value in the year 2044, then declined slightly; however, densities were still much higher (about 3 to 5 times) at the end of the run than in the beginning. At the end of both no-management and thinning, the burned stands had a higher density of overstory trees than the unburned controls, which had the highest density in the beginning (Table 3.1). Relative densities after thinning were one-half those after no-management in two and four-bum treatments; however, they were only slightly less in one—burn and control plots. 120 Table 3.1: Average and relative live understory (0-1 1 cms dcl) and overstory (>11 cm dcl) tree density" under 100 years of simulation" in mature red pine stands. Understory-density Overstory-density trees ha.l trees ha-l Burn treatments Year C 18 28 48 C 18 ZB 48 Beginning 2003 9869 18797 19793 16725 198 1 15 141 154 % 98 99 99 99 2 1 l 1 No-management 2014 8418 16143 15902 13977 385 129 164 159 % 96 99 99 99 4 1 l 1 2044 778 3413 2192 3059 741 1063 911 704 % 51 76 71 81 49 24 29 19 2074 126 133 91 71 549 767 641 509 % 19 15 12 12 81 85 88 88 2104 45 18 30 8 437 593 513 445 % 9 3 6 2 91 97 94 98 Thinnings 2014 8226 16143 15600 13325 370 129 150 139 % 96 99 99 99 4 1 1 l 2044 1783 3260 3042 3109 557 824 639 491 % 76 80 83 86 24 20 17 14 2074 349 624 1017 1720 469 568 475 330 % 43 52 68 84 57 48 32 16 2104 106 101 610 711 378 483 427 417 % 22 17 59 63 78 83 41 37 Note: Some of the 'zeros' in % column have values below 0.5% and have been rounded IO ZCTO. Burn treatments in columns are: C, Unbumed Control; 18, One Burn; ZB, Two Burns; 43, Four Burns % (in rows) is the percent of total tree density. dcl=diameter size class. *Stand density does not include removals in thinnings. "Simulation started on year-2004. The first, second and third thinnings occurred in 2004, 2034, and 2064. 121 Figure 3.1: Understory (0-11 cm dcl) tree density in differently burned plots under no—management and thinnings“ simulations for 100 years in mature red pine stand. a: Beginning-Year 2003 25000 " DControl 2 20000 ~ 18752 19756 EIOne Bur” ,7, flTwo Burns § 15000 . IFour Burns_ in I— ; 10000 — U) 5 o 5000 « 324 46 37 0 0 ’ 1 (0—6 cm) (6-11 cm) Diameter Size class b: No-management—end of simulation-Year 2104 700 — 1:] Control N 600 — EOne Burn .5 a, 500 — BTwo Burns 3 400 < I Four Burns 2 .1 'T 300 - E 2 200 — 8 10° ‘ 31 9 1o 7 14 9 20 o 0 I ' 1 (0—6 cm) (6-11 cm) Diameter Size classes c. Thinnings-end of simulation-Year 2104 700 . 633 a 111 Control .C 5 BOne Burn 3 ETwo Burns 8 I Four Burns *7 2‘ “a C (D D (06 cm) (6-11 cm) Diameter Size Class *First, second and third thinnings were done in years-2004, 2034 and 2064, respectively. 122 3.3.2 Stand structure Trees were distributed in two distinct age or size-class strata at the beginning of the simulation (Figures 3.1a and 3.2a; Appendix 3.3a). The understory was formed of extremely dense post-fire regeneration as well as sub-canopy trees, the latter especially in unburned treatments. The upper stratum contained mature mid-canopy and dominant overstory trees and formed a uniform bell shape, with most trees in the 37 to 52 cm dcl. The overstory tree distributions were similar in the beginning and during early simulations in both the no-management and the thinning; however, they became different towards the end of the simulations. As both the simulations progressed, a shift of trees from smaller to larger dcl occurred, which led to the formation of different vertical strata in the stands at the end of the simulations than at the beginning (Figures 3.2a to c; 3.3a to d). In general, the burned plots had higher average densities in the entire range of diameter classes than in the unburned controls. 3.3.2.1 Bimodal tree distribution After no-management, the trees formed a bimodal distribution of which the lower stratum formed a normal bell shape, with understory trees and overstory trees to 47 cm, whereas the upper stratum formed a J -shape with large trees from 47 to >62 cm (Figures 3. l b, 3.2b; 3.3a to (1). There was a shift from ‘inverse-J’ shape in the understory and the sub-canopy tree layers in the beginning to a more uniform and normally distributed (bell) shape at the end. Second, the bell shaped distribution in overstory trees at the start shifted to a J -shape at the end of the simulation (Figure 3.2b). The bell shaped distributions 123 showed distinct peaks for unburned, one-bum, and two-burn treatments but was much flatter for four-bum treatments. 3.3.2.2 Tri-modal tree distribution After thinning, the trees formed a tri-modal distribution, which was most pronounced in the burned treatments, with an inverse-J shape in the understory layer, a uniform bell shape in middle layer (sub-canopy and mid-canopy overstory trees) and a J - shape in the dominant overstory layer (Figures 3.1c and 3.2c; 3.3 a to d). The bell shaped distributions again showed distinct peaks for unburned controls and both one- and two- burn treatments, but was essentially flat for four-burn treatments. Total tree density was always higher in the thinned than in the unthinned plots (Appendix 3.3). More trees were found in the 32 to 47 dcl as the management changed from no-management to thinning, in both unburned and burned treatments. Thinning thus enhanced more diameter growth in sub-dominant trees, resulting in the shifting of smaller to larger size classes, than no—management. Because the thinning was from above, the density of dominant overstory trees (> 57 cm) was lower in the thinned stands than in the unthinned ones in all of the treatment plots (Figure 3.3a to d). The highest density of large trees was in four-bum treatment followed by the two, one and unburned controls in both managements. 124 3.3.3 Species density In the beginning, red pine, red maple (Acer rubrum), sugar maple (Acer sacchharum), choke cherry (Prunus virginiana) and black cherry (Prunus serotina) had high densities and relative densities, followed by the least represented species white ash (F raxinus americana), beech (F agus grandifolia), and others (Table 3.2). Red pine density was higher than any other species, with highest density in two-burn and lowest in unburned controls, which also were lowest for all other species except sugar maple. Red maple was next to the red pine in its density and relative density. The density and relative density of red pine was highest in all of the treatments throughout the simulations (Table 3.2). They were higher in the burned than in the unburned controls at the end of no-management, whereas, they were much lower in the burned treatments (except in the once burned) than in unburned controls at the end of thinnings. After thinning, most species except red maple and beech had their highest densities in the four-bum plots. Despite an overall decline, red maple was next to red pine in species dominance until the end for both of the managements, and it was the lowest in four-burn treatments among different burn treatments (Table 3.2). Red maples were higher in all of the thinned treatments than the corresponding no-management treatments. The density of red maple was the lowest in unburned controls than in other treatments until the year 2044; however, later it increased and became the highest in control at the end of no- management, while it remained higher in one and four-bum treatments after thinning. 125 Figure 32: Tree distribution by diameter size classes in differently burned red pine stands under no-management and thinning" simulations for 100 years. Density-Trees per ha 0) O "2 ' r v ‘ 4': it . . ‘.'. .z. 1.; . . _. 11-17 17-22 22-27 27-32 Diameter Size Classes (cm) z: .1. I 3 >2 I 3 m I T a: Beginning - Year 2003 180 DControl m 160i '5 140 j BOne Burn 3. 120 . ETwo Burns in 8 100 ‘ IFour Burns 1‘—j 80 - g 60 — 3 4° “ .. 20 - ,2 £53; £33 32; 0 , ..... I... _, “:3: lat? lair? '38: .1... 11-17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57-62 >62 Diameter Size Classes (cm) b: No—management-end of simulation-Year 2104 180 — 160 UControI 140 ‘ EIOne Burn 120 ‘ BTwo Burns - .3 32-37 37-42 42-47 47-52 52-57 57-62 >62 I Four Burns .;. .0.‘ .3 0.1 . ~.‘ . . . . . . In... c. Thinnings-end of simulation—Year 2104 _I 0) O 160 i .a .I N A O O l I Density-Trees per ha a) O Diameter Size Classes (cm) .- ;., 0V 1‘. . .. . ”e. n o 'u‘ 0'. 5' .3 ... .;. .z. . 1 c '.‘ . . c 5. a“ '0‘ 5'. .‘ ‘o‘ y'. ’0' . .- -z- I a to: I - 11-17 17-22 22-27 27—32 32-37 37-42 42-47 47-52 52-57 57-62 >62 [:1 Control 13 One Burn BTwo Burns I Four Burns *First, second and third thinnings were done in years - 2004, 2034 and 2064, respectively. 126 Figure 3.3: Tree distribution by diameter class in year 2014 in differently burned mature red pine stands under no-management and thinning simulations. 700 T a: Unbumed Control —e—— ueur - - x- - -UBTH . v 1 r" 1 I 0-6 6-11 11-17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57-62 >62 Diameter Size Class (cm) 700 . m 600 - .C a 500 ~ 0. §400 « 1? 300 - .E‘ g 200 « 0) 0100 . b: One Burn —o—1BUT - - ax- --1BTH 06 6-11 11-17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57-62 >62 Diameter Size Class (cm) Thinned and unthinned (TH and UT respectivelY): Unbumed Control (UB), One Burn (1 8), Two Burns (28), Four Burns (48). 127 Figure 3.3 (continued) : Tree distribution by diameter class in year 2014 in differently burned mature red pine stands under no—management and thinning simulations. c: Two Burns 700 w “,1500 _ i: l +ZBUT $5001 --ai<---2BTH 9- X 8400 i '. 9 17300 - ‘. g. 1 2200 « 0 7 7 I I 7 — "I“ 7' 0-6 6-11 11-17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57-62 >62 Diameter Size Class (cm) d: Four Burns .2 ‘. +4BUT 2500 - ‘l‘ - - X— - '4BTH a) . ,j , Era—.— 0—6 6-11 11-17 17-22 22-27 27-32 32-37 37-42 42-47 47-52 52-57 57—62 >62 Diameter Size Class (cm) Thinned and unthinned (TH and UT respectively); Unburned Control (UB), One Burn (18), Two Burns (2B), Four Burns (48). 128 Sugar maple density was highest in unburned than in other treatments throughout the simulations and it persisted until the end of no-management, at least in the unburned treatments. It density was highest in the four-burn treatments at the end of thinning. Black and choke cherry, white ash, beech and other trees disappeared or almost disappeared after the year 2044 under no-management (Table 3.2), but they persisted at relatively low densities after thinning. 3.3.3.1 Understory woody and overstory species In the beginning of the simulation, the density of understory red pine was lower than other understory species (Figure 3.4a) but all species had much higher densities in burned plots than in unburned controls. Understory red pine density declined to almost nothing—except in the unburned controls—at the end of no-management (Figure3.4b) due to ingrowth to higher dcl and mortality. A similar sharp decline occurred in all other species over the course of the simulation. The higher dominance of other understory species over red pine was apparent in the frequently burned treatments compared to the unburned controls at the end of the thinning simulation, despite their overall decline after 2044. At the end of thinning, the four-bum plots had the highest density of woody understory red pines, but the decline from initial conditions again was abrupt (Figure 3.40). Understory red pine densities in two and four-bum plots were much higher than that in similar plots under no- management. 129 There was not much influence on mid-canopy and dominant overstory species density during both management regimes. Ingrowth into the sub-canopy by red pine trees occurred in all of the treatments during both management simulations (Figure 3.5a & 3.5b). Sub-canopy red pine density was highest in unburned controls in the beginning; however, at the end of no-management it was highest in the bumed plots. Growth into the sub-canopy by red pine in the four-burn treatments was remarkable as there were no trees of this size class at the beginning of the simulation. Other species were highest in unburned treatments throughout. Sub-canopy hardwood species increased somewhat in all of the burned plots but their relative density actually decreased. 3.3.4 Basal area (BA) The standing total BA at the outset ranged from 17.1 to 24.1 m2 ha" with the lowest in one-burn and the highest in four-bum treatments (Appendix 3.3b). During no- management, the overall BA increased rapidly until about the year 2044, and thereafter grew slowly and formed a plateau until the end (Figure 3.6; Appendix 3.3b). However, BA formed the classical zigzag, saw-tooth shape during successive thinnings and was always lower than no-management. 3.3.4.1 Understory basal area Although their density was high (Table 3.1) understory trees formed only 19, 12, 6 and 3 % of the total understory BA in unburned, one-, two- and four-burn treatments, respectively, and the remaining portion constituted the overstory trees (Table 3.3). 130 Table 3. 2: Average tree density“ (trees ha'l) and relative density (%) of all species under different management simulations” for 100 years in mature red pine stand. Treatments Year AB % BC % CC % Others % RM % RP % SM % WA % Totafl Beginning Control 2003 292 3 583 6 896 9 1735 17 1290 13 3930 39 940 9 400 4 10067 OneBum 788 4 1013 5 2381 13 2598 14 4007 21 5948 31 827 4 1351 7 18913 Two Burns 701 4 1551 8 2673 13 2235 11 2886 14 9163 46 430 2 296 1 19934 Four Burns 321 2 2097 12 2247 13 2721 16 2143 13 5726 34 896 5 727 4 16879 No—Management Control 2014 268 3 401 5 708 8 1396 16 1058 12 3794 43 864 10 314 4 8803 One Burn 695 4 771 5 1962 12 2026 12 3269 20 5611 34 767 5 1173 7 16273 Two Bums 599 4 526 3 2023 13 1649 10 2087 13 8630 54 377 2 176 1 16067 FourBurns 267 2 1475 10 1774 13 2148 15 1531 11 5526 39 794 6 621 4 14136 Control 2044 66 4 0 0 23 2 62 4 184 12 880 58 292 19 12 1 1519 One Burn 306 7 157 4 901 20 631 14 624 14 1286 29 385 9 185 4 4476 TwoBums 220 7 48 2 138 4 410 13 357 12 1711 55 183 6 35 1 3103 Four Burns 54 1 273 7 634 17 580 15 196 5 1488 40 415 11 123 3 3763 Control 2074 19 3 0 0 0 0 5 1 77 11 487 72 87 13 0 0 675 One Burn 41 5 8 1 0 0 6 l 64 7 774 86 5 1 2 0 899 Two Burns 28 4 0 0 0 0 l3 2 6 l 677 93 7 1 0 0 731 Four Burns 0 0 0 0 0 0 4 1 0 0 573 99 0 0 1 0 579 Control 2104 11 2 0 0 0 0 3 1 40 8 380 79 49 10 0 O 483 One Burn 13 2 2 0 0 0 4 1 17 3 575 94 1 0 0 0 612 Two Burns 18 3 O 0 0 0 11 2 4 l 508 93 4 l 0 0 544 Four Burns 0 0 0 0 0 0 3 1 0 0 449 99 0 0 0 0 453 Thinnings Control 2014 251 3 397 5 700 8 1345 16 1037 12 3778 44 791 9 298 3 8596 One Burn 695 4 771 5 1962 12 2026 12 3269 20 5611 34 767 5 1173 7 16273 Two Burns 549 3 514 3 2000 13 1569 10 2002 13 8611 55 337 2 167 1 15750 Four Burns 251 2 1321 10 1700 13 1982 15 1504 11 5429 40 676 5 600 4 13463 Control 2044 84 4 6 0 76 3 168 7 195 8 1482 63 291 12 37 2 2340 One Burn 247 6 190 5 779 19 620 15 765 19 915 22 319 8 250 6 4084 Two Burns 210 6 85 2 507 14 514 14 594 16 1546 42 167 5 58 2 3681 Four Burns 48 l 500 14 539 15 637 18 277 8 1047 29 378 10 174 5 3600 Control 2074 41 5 2 0 28 3 63 8 129 16 356 44 182 22 17 2 819 OneBum 113 9 36 3 171 14 114 10 155 13 462 39 110 9 30 3 1192 Two Burns 133 9 46 3 79 5 257 17 334 22 500 33 111 7 33 2 1492 Four Burns 33 2 293 14 284 14 371 18 112 5 634 31 252 12 72 4 2051 Control 2104 23 5 0 0 0 0 5 1 84 17 262 54 109 22 2 0 484 OneBurn 65 11 12 2 0 0 9 1 61 11 390 67 42 7 4 1 583 Two Burns 114 11 25 2 4O 4 144 14 187 18 418 40 91 9 18 2 1037 Four Burris 22 2 148 13 67 6 172 15 20 2 515 46 167 15 16 1 1128 Note: % Tot (in columns) are the percent of total density. Some of the 'zeros' in % Tot, column have values below 0.5% and have been rounded to zero. *Stand density does not include removals in thinnings. ”Simulation started on year-2004. The first, second and third thinnings occurred in 2004, 2034, and 2064. 131 Figure 3.4: Woody understory (0-11 cm dcl) red pine and other species combined density in different burn treatments and management simulations‘ for 100 years in a mature red pine stand. a: Beginning - Year 2003 14000 ~ 12964 12000 « 11146 2 2 10000 . UControl g 8000 7 BOne Burn E 6000 - aTwo Burns 2 4000 4 IFour Burns G 2000 4 O 5 Red pine Others Species b: No-management-Year 2104 700 - m 600 < S 3 500 I DControI g 400 . E-lOne Burn E 300 ; BTwo Burns g 200 0 IFour Burns 0 100 ~ 31 9 1 7 14 10 30 0 0 [—L— 1 m 1 Red pine Others Species c: Thinnings - Year 2104 700 — 594 601 600 4 N ’5 500 ~ 3 El Control g 400 “ EOne Burn "'1" 300 - aTwo Burns § 0, I Four Burns 5 200 - D 100 - 0 _ ......... Red pine Others Species "First, second and third thinnings were done in years - 2004, 2034 and 2064, respectively. 132 Initially all burned treatments had about one-half or less understory BA than in unburned controls; however, later understory BA decreased almost to nothing in all of the treatments at the end of both management regimes. 3.3.4.2 Overstory basal area Unlike the understory, the overstory BA doubled or tripled at the end of both management regimes (Table 3.3). Burned plots were higher in their average BA than the unburned treatments after both managements. Relative basal area (RBA) of the overstory reached 100 % in all of the treatments after no-management, whereas it was only slightly lower after thinning. Among the sub-canopy, mid-canopy and dominant overstory trees the latter constituted the highest BA and relative BA of total overstory throughout the simulations (Table 3.4). Although considerable growth in the BA of the dominants occurred, their relative BA changed little or declined. The dynamics of the sub- and mid-canopy were different than the dominants. Under no-management major BA ingrth and grth occurred in the sub-canopy, with less in the mid-canopy. When thinning was applied major growth and ingrth occurred in both the sub— and mid-canopy. Burning treatments had little effect on BA. Red pine had a very high dominance over other species. Its relative BA ranged from 76% in unburned treatments to 90 to 97% in burn treatments, with the highest value 133 Figure 3.5: Average sub-canopy (>1 1-32 cm dcl) red pine and other species combined denisty in different burn treatments and management simulaitions for 100 years in mature red pine stands. a: Beginning - Year 2003 N 62 .c: I— 8- E1 Control § 13 One Burn E I Two Burns "2‘ 6 I Four Burns a 0 0 0 . L Species b: No—management-end of simulation-Year 2104 424 450 .E: 400 372 8. 338 13 Control g 250 E3 One Burn E; figg I Two Burns :2 100 64 27 I Four Burns 50 6 3 c3 0 . | |.-—1 1 Red pine Others Species c: Thinnings-end of simulation-Year 2104 N J: a 13 Control g One Burn 1; I Two Burns g I Four Burns 3 '50 Red pine Others Species ‘First, second and third thinnings were done in years - 2004, 2034 and 2064, respectively. 134 Figure 3.6: Basal area in different treatments under no—management and thinnings with residual basal area set at 22.9, 27.5 & 34.4 m2 ha'l at 30 years cycle for 100 of years of similation in mature red pine stand. 55 1 _ ’- — :1. i 1” - 50 ~ 3’ o 0; 5°, A ' ' o ,A 45 — :13; 40 ~ 8: 0 BA - sq m/ ha b) M O.) O 1 25~ ,1. ‘0‘ ~., /:g 20~ 1. CE. .- . . . . . . .. 2003 2004 2014 2024 2034 2044 2054 2064 2074 2084 2094 2104 Simulation running periods (Year) —I— Four Burns Unthin —0— Two Burns Unthin + One Burn Unthin + Unbumed Unthin - - O - - Four Burns Thin - - 0 - - Two Burns Thin --0--OneBurnThin ---A---UnburnedThin Note: 1, 2 and 3 arrows indicate first, second and third thinnings, respectively, scheduled on years-2004, 2034 and 2064. Note that the "one burn thin" treatment was below the target basal area for the first thinning (22.9 m2 ha'l), so it could not be thinned. 135 Table 3.3: Average and relative live understory (0-11 cms dcl) and overstory (>1 1 cm dcl) basal area under 100 years of simulation“ in mature red pine stands. Understory-BA Overstory-BA m2 ha_l m2 ha—l Burn treatments L Year C 1B 28 48 C 18 ZB 4B Beginning 2003 4.2 2.0 1.2 0.8 18.0 15.1 21.2 23.3 % 19 12 6 3 81 88 94 97 No-management 2014 5.4 8.5 5.5 4.5 25.8 19.4 27.1 28.2 % 17 31 17 14 83 69 83 86 2044 2.6 5.3 3.3 2.2 46.3 44.7 50.0 51.0 % 5 11 6 4 95 89 94 96 2074 0.5 0.8 0.5 0.4 50.8 52.8 54.0 54.3 % 1 1 l l 99 99 99 99 2104 0.1 0.1 0.2 0.0 52.3 54.3 54.6 54.9 % 0 0 0 0 100 100 100 100 Thinnings 2014 5.3 8.5 5.5 4.5 24.8 19.4 25.1 24.8 % 18 31 18 15 82 69 82 85 2044 2.7 4.0 3.0 1.7 32.7 33.1 32.3 32.3 % 8 1 1 8 5 92 89 92 95 2074 0.7 1.1 1.7 2.7 38.9 39.3 37.4 37.2 % 2 3 4 7 98 97 96 93 2104 0.4 0.4 2.0 1.8 46.7 51.7 48.2 50.3 % 1 1 4 4 99 99 96 96 Note: Some of the 'zeros' in % column have values below 0.5% and have been rounded to zero. Burn treatments in columns are: C, Unbumed Control; 13, One Burn; 28. Two Burns; 48, Four Burns % (in rows) is the percent of total basal area. dcl=diameter size class. *Stand basal area does not include removals in thinnings. I""Simulation started on year-2004. The first, second and third thinnings occurred in 2004, 2034, and 2064. in four-bum treatments (Table 3.5). Other species contribution to BA was low and relative BA was highest in unburned treatments and consisted mainly of red maple (13% RBA) and sugar maple (8%). Red pine BA more than doubled in all of the treatments after both managements (Table 3.5). Red pine BA always was higher after burning, and increased with the frequency of burning. 136 Table 3.4: Average and relative sub—campy (>11-32 cm dcl), mid-campy (32 8. 42 cm dcl) and dominant overstory (>42 cm dcl) basal area" under 100 years of simulations" in mature red pine stands. Sub-canopy Mid-canopy Dominant overstory 2 -1 2 -1 2 -1 m ha m ha m ha Burn treatments Year C 18 28 4B C 18 28 48 C 18 28 48 Beginning 2003 2.3 0.8 0.4 0.2 4.0 4.4 5.9 7.3 11.7 9914.9 15.9 °/o 1O 4 2 1 18 26 26 30 53 58 66 66 No-management 2014 6.7 1.3 0.7 0.3 1.9 2.0 2.9 2.1 17.216.1234 25.8 % 21 5 2 1 6 7 9 6 55 58 72 79 2044 18.0 20.6 15.9 14.3 2.9 0.1 0.7 0.9 25.4 24.0 33.4 35.8 °/o 37 41 3O 27 6 O 1 2 52 48 63 67 2074 16.9 23.1 19.9 16.7 4.0 4.4 2.2 2.1 29.8 25.3 31.9 35.5 °/o 33 43 37 31 8 8 4 4 58 47 59 65 2104 14.1 20.5 20.1 11.3 6.6 7.5 5.2 11.2 31.6 26.3 29.3 32.5 % 27 38 37 21 13 14 9 20 60 48 54 59 Thinnings 2014 6.4 1.3 0.7 0.3 1.8 2.0 2.5 1.7 16.6 16.1 22.0 22.8 % 21 5 2 1 6 7 8 6 55 58 72 78 2044 14.9 17.2 12.1 10.3 1.9 0.1 0.4 0.5 15.9 15.8 19.8 21.4 °/o 42 46 34 30 5 0 1 1 45 43 56 63 2074 16.3 22.1 16.9 11.0 6.4 3.5 2.9 4.7 16.2 13.8 17.7 21.5 °/o 41 55 43 28 16 9 7 12 41 34 45 54 2104 7.8 14.6 13.0 8.4 13.2 18.5 13.8 11.7 25.8 18.6 21.4 30.1 % 16 28 26 16 28 36 28 22 55 36 43 58 Note: Some of the 'zeros' in % column have values below 0.5% and have been rounded up to zero. Burn Treatments columns are: C, Unbumed Control; 18, One Burn; 28, Two Burns; 48, Four Burns. °/o (in rows) is the percent of total basal area. dcl=diameter size class. *Stand basal area does not include removals in thinnings. "Simulation started on year-2004. The first, second and third thinnings occurred in 2004, 2034, and 2064. 137 Table 3.5: Average and relative basal area of red pine and other species" combined under different management simulations“ for 100 years years in mature red pine stand. Red pine % Others* % Total Treatments Year m2 ha.l Tot m2 ha.l Tot m2 ha.l Beginning Control 2003 16.9 76 5 24 22.2 One Burn 15.3 90 2 10 17.1 Two Burns 21.5 96 1 4 22.5 Four Burns 23.4 97 1 3 24.1 No-management Control 2014 22.2 71 9 29 31.2 One Burn 24.2 87 4 13 27.9 Two Burns 31.1 95 l 5 32.6 Four Burns 31.6 97 1 3 32.7 Control 2044 38.4 79 10 21 48.9 One Burn 43.2 86 7 14 50.] Two Burns 51.3 96 2 4 53.3 Four Burns 51.4 97 2 3 53.2 Control 2074 43.7 85 8 15 51.3 One Burn 50.8 95 3 5 53.6 Two Burns 53.9 99 l 1 54.5 Four Burns 54.5 100 0 0 54.7 Control 2104 46.7 89 6 l 1 52.4 One Burn 53.2 98 l 2 54.3 Two Burns 54.3 99 l 1 54.8 Four Burns 54.8 100 0 0 54.9 Thinnings Control 2014 21.4 71 9 29 30.1 One Burn 24.2 87 4 13 27.9 Two Burns 29.2 95 l 5 30.6 Four Burns 28.3 97 l 3 29.3 Control 2044 25.5 72 10 28 35.4 One Burn 31.1 84 6 16 37.1 Two Burns 33.1 94 2 6 35.3 Four Burns 32.4 95 2 5 34.0 Control 2074 27.7 70 12 30 39.6 One Burn 34.3 85 6 15 40.4 Two Burns 36.1 92 3 8 39.2 Four Burns 37.3 94 3 6 39.8 Control 2104 34.2 73 13 27 47.2 One Burn 46.8 90 5 10 52.1 Two Burns 46.0 92 4 8 50.2 Four Burns 49.2 94 3 6 52.1 Note: Some of the 'zeros' in % column have values below 0.5% and have been rounded to zero. *Consists of red maple, sugar maple, American beech, black cherry, choke cherry, white ash, non-commercial species, and other minor species. “Stand basal area does not include removals after thinnings. % Tot (in columns) is the percent of total basal area. The first, second and third thinnings occurred in 2004, 2034, and 2064. 138 Importance values (IV) also reflect the dominance of red pine in my stand, both at the beginning and end of the simulations (Table 3.6). The importance of hardwoods declined under no-management but changed little after thinning. Burning increased IV of red pine, especially under no-management. Table 3.6: Importance ('IV) of all species under no—mangement and thinning simulations“ run for 100 ears in differently burned ma_ture red pine. Species'“ War AB BC CC RM RP SM WA Control 2003 2 3 4 13 58 9 3 One Burn 3 3 6 13 61 3 4 Two Burn 2 4 7 8 71 1 1 Four Burn 1 6 7 6 65 3 3 No-management Control 2104 1 0 0 7 84 7 0 One Burn 1 0 0 2 96 0 0 Two Burn 2 0 0 1 96 0 0 Four Burn 0 0 0 O 99 0 0 Thinnings Control 2104 3 0 0 17 63 16 0 One Burn 6 2 0 8 78 4 1 Two Burn 6 1 2 11 66 5 2 Four Burn 1 7 1 70 2 8 *IV is the average of relative density and relative basal area of all trees but does not include removals in thinnings. “Simulations were started on year 2004. Non-commercial and other minor species which form a total of <10% are not shown in the column. Note: Some of the 'zeros' in columns are values 50.5% and have been rounded to zero. ***AB=American beech, BC=black cherry, CC=choke cherry, RM=red maple, RP=red pine, SM=sugar maple, WA=white ash. 3.3.5 Mean annual increment (MAI) In the beginning of the simulation, mean annual increment (MAI) was highest in four-bum followed by two-bum, unburned controls and one-burn treatments (Figure 3.7). Without any management, MAI increased slowly until 2044 and then declined. 139 Differences in MAI among treatments were less at the end of the simulation than at the beginning. At the end of thinning, MAI was higher than under no-management and peaked between 2084 and 2094, much later than the unthinned regime (Figure 3.7). As under no-management, MAI was highest in the four-burn treatments than all others throughout the simulation period. Figure 3.7: Mean annual increment (MAI) in different burn treatments under no—management and thinnings‘ for 100 years of simulation in mature red pine stand 4.5. ”DMD MAI - cu m/ha/yr 2.5 . 2.0 T I I I I T T 7 T T T 1 2003 2004 2014 2024 2034 2044 2054 2064 2074 2084 2094 2104 Simulation mnning periods - - D - - Four Burns Thin - - o - - Two Burns Thin - - a - - Unbumed Thin - - 0 - - One Burn Thin + Four Burns Unthin +Two Burns Unthin + Unbumed Unthin +One Burn Unthin ' F irst, second and third thinnings were scheduled on years - 2004, 2034 and 2064, respectively. 140 3.3.6 Sawlog volume The total standing sawlog volume at the beginning of the simulation was highest in the four-burn plots followed by the two-burn, unburned, and one-bum treatments in decreasing order (Figure 3.8; Appendix 3.3c). In the beginning, most of the sawlog volume was contributed by dominant overstory trees, with less in the mid-canopy and virtually nothing in the sub-canopy (Table 3.7). Table 3.7: Average and relative standing“ sawlog volume of sub-canopy (>11-32 cm dcl), mid-canopy (32-42 cm dcl) and dominant overstory (>42 cm dcl) trees under 100 years of no-management and thinning simulation“ in mature red pine stands. Subocanopy Mid-canopy Dominant overstory m3 ha'1 1113 ha'1 rn3 ha'1 Burn treatments Year C 18 28 48 C 18 28 48 C 18 28 48 Beginning 2003 1 1 38 39 51 66 114 95 140 154 % 1 1 O 0 25 29 26 30 75 70 73 7O No-management 2014 3 5 1 0 17 19 26 19 181 169 243 267 % 2 3 0 0 8 10 1O 7 90 88 90 93 2044 8 10 5 9 22 1 4 8 299 281 392 418 % 3 3 1 2 7 0 1 2 91 96 98 96 2074 22 17 20 36 21 27 14 11 352 310 385 428 % 5 5 5 8 5 8 3 2 89 88 92 90 2104 29 22 38 20 33 41 28 58 362 313 350 396 % 7 6 9 4 8 11 7 12 85 83 84 84 Thinnings 2014 3 5 1 O 16 19 23 15 175 169 228 237 °/o 2 3 0 0 8 10 9 6 90 88 91 94 2044 12 9 3 8 14 1 3 4 188 186 233 251 % 6 5 1 3 7 0 1 2 88 95 97 95 2074 30 28 29 26 34 22 17 27 189 170 218 265 % 12 13 11 8 13 10 7 9 75 77 82 83 2104 12 29 26 14 66 81 72 66 266 216 257 348 % 4 9 7 3 19 25 20 15 77 66 73 81 Burn Treatments columns are: C, Unbumed Control; 18, One Burn; 28, Two Burns; 48, Four Burns °/o (in rows) is the percent of total sawlog volume. *Standing volume does not include removals in thinning. “Simulation started on year-2004. The first, second and third thinnings occurred in 2004, 2034, and 2064. 141 During no-management and thinning, standing sawlog volume increased gradually towards the end; however, with a flattening curve in all treatments after year 2054. Total standing sawlog volume was slightly lower after thinning by 45 to 80 m3 ha'l in all of the treatments compared to no-management (Table 3.7; Appendix 3.3c). However, total cumulative volume (including thinning removals) was much higher in the thinned than unthinned regimes at the end of the simulation, with no decline in production (Figures 3.8 and 3.9). Among the burn treatments, the four-burn plots continually produced the highest cumulative sawlog volume, whereas the once-burned treatment produced the least (Figure 3.10). The relative effects of burns on sawlog production declined as simulation progressed for both managements. Differences among different burns in cumulative sawlog production were higher after thinning than no- management, especially in four-bum treatments. At the end of both managements, the proportional change in relative volume was substantial in sub-canopy trees but they never constituted more than 13% of the standing volume. Even the four-burn treatments, which did not have any live sawlog in sub- canopy stratum in the beginning increased to 3 to 4% of total sawlog by the end of both managements. The proportion of total volume in mid-canopy overstory trees dropped somewhat during the simulation, especially under no-management where 84% of the volume was in the dominant overstory. Almost no change occurred in the relative standing volume of the dominant overstory in the thinning regimes but it increased under no-management. 142 Red pine was the major contributor to sawlog volume (96% to 100%) both in the beginning and at the end of simulation in most of the burning management regimes. However, at the end of thinning, the volume in red pine in the unburned controls had declined to 84% (Appendix 3.4), with the remaining volume made up by red and sugar maple. Figure 3.8: Average cumulative' sawlog volume in different treatments under no—management and thinnings" for 100 years of simulation in mature red pine stand. Sawlog-cu m/ha 700 600 500 400 300 200 100 - - D - - Four Bums Thin - - O - ~One Burn Thin + Unbumed Unthin ,13 Do Do a '0 13‘ “0 .' ,- ,A x0 ,4" fl 0' '0' o .9 .5 o—" o .‘A' O '12! “‘ o 0' A an .‘o A o o " 0 '0' I‘ "o '0' . 'o' I I 1 I I I I T r I I I 2003 2004 2014 2024 2034 2044 2054 2064 2074 2084 2094 2104 Simulation running periods (Year) - - 'A- - - Unbumed Thin —O—Two Burns Unthin - - o - -Two Burns Thin —I—— Four Bums Unthin +One Bum Unthin ‘Includes the volume removed in thinnings. “ First, second and third thinnings were scheduled on years - 2004, 2034 and 2064, respectively. 143 Figure 3.9: Percent change of cumulative" sawlog production after thinnings over no-management in different burn treatments for 100 years of simulation in mature red pine. 29 Percent Change-(%) (a) 45 0| 0 O O lCIControl 1:] One Burn EmTwo Burns I Four Burn_s ‘Includes volume removed in thinnings. Figure 3.10: Percent change of cumulative“ sawlog production under different burn treatments and management over unburned controls run for 100 years in mature red pine stands. 501 44 —l N (A) A O O O O ‘ 1 Percent Change-(%) lQOne Burn ITwo Burns I Four Burnfl *Includes volume removed in thinnings. 144 3.4 Discussion The inequality in size classes in the beginning of the simulation due to dense recruitment is reflected in the stratified distribution of trees in all of the burned and unburned treatments and is typical of mature and productive forests that are regenerating and growing aggressively (Feet and Christensen 1987, Leak et al. 1995). The extremely high tree density observed in all of the burned plots was due to newly established post- fire regeneration, which caused variation in size classes and a highly left-skewed distribution. At the start of and during no-management simulations, self-thinning and mortality, occurring mainly in the smaller understory layer, resulted in the decline in size class inequality (Feet and Christensen 1987). These processes in my stands match with the stand initiation and stem exclusion phases of stand development (Bormann and Liken 1979, Feet and Christensen 1987). Mortality occurs after crown closure, as the suppressed trees cannot compete for light, water, growing space or soil nutrients (Peet and Christensen 1987). Johnstone et al. (2004), found aspen and lodgepole pine to decline due to self-thinning and mortality a decade after burning in a boreal system in Yukon British Columbia, Canada. The canopy closure timing matches with my study site, inventoried 10 to 18 years after prescribed burns were carried out; thus self-thinning and mortality were already occurring. Mortality caused a sharp decline in small-sized understory trees in all treatments under no-management. At the end of no-management, slower understory growth and 145 reduced ingrowth to sub-canopy trees resulted in the lowest overstory tree density in unburned controls. One- or two- burn treatments are sufficient to kill unwanted vegetation and decrease competition, resulting in faster growth as well as higher ingrowth (shifting) of large understory to sub-canopy trees compared to unburned and four-burn treatments, both of which had lower initial sub-canopy densities. Four-bum treatments completely lacked large-sized understory trees. Single and multiple fires reduced 60 to 80% of 2 to 10 cm size class (i.e., large-sized understory) fire sensitive species in oak forests of the Cumberland Plateau (Arthur et al. 1998). Species richness of large woody understory species in pine understories was reduced immediately by even a single burn (Henning and Dickmann 1996, Neumann and Dickmann 2001). At the end of no- management, destruction of the sub-canopy trees during repeated burnings lowered the sub-canopy density and BA the most in the four-bum treatments. Low-intensity fires instantly kill red and white pines below 15 cm diameter class or 6 m height (McConkey and Gedney 1951, Van Wagner1970). Whereas the pines <18 m tall are susceptible to fires (Henning and Dickmann 1996). Red pine trees with up to 75% of the crown scorched survive fires (Van Wagner 1970), although some with >75% crown scorching may die later. Mature red pines with >95% crown scorching had up to 50% mortality (Van Wagner1970). In my four-burn treatments, repeated burnings every two years may have increased exposure of already scorched mature but small stature (low height) trees, leading to death of some of them. In the Pigeon River area (other than the study plots), some mature red pine trees with >90% crown scorch even if not killed instantly, were killed later by bark beetles. 146 As no-management simulations progressed, diameter distribution became more normal with a shift to older age classes forming a more positively skewed distribution than in the beginnings (Mohler et a1. 1978, Feet and Christensen 1987). All of the treatments formed a bi-modal stand structure with higher densities in dominant overstory classes than in the beginning, because burning, at the cost of smaller understory trees, stimulated faster grth in larger size classes. This effect was more pronounced in progressively burned treatments. All treatments lost a remarkably high proportion of understory trees by the end of no-management and according to Cullen and Leak (1988 in Leak et al. 1995) such decline to <10% relative understory tree density would not sustain productivity. In contrast, frequent burning plus thinning produced a relatively dense understory, which could sustain productivity and could be the basis for a succeeding stand if the overstory was removed. The gaps created during thinnings reduced understory mortality and stimulated faster grth of dominant trees while burning created a favorable seed bed for seedling recruitment. In 63-year-old unthinned pine stands mortality was ten times higher than in similar but thinned stands (Burgess and Robinson 1998). Thinning increases diameter growth which is greater in progressively heavier thinned plots (Buckman 1962, Day and Rudolph 1972). Increased light level enhanced seedling survival and also their height, diameter and volume growth after thinning young red and white pine plantations and hardwood stands (V olk and F ahey 1994, Stiell et al. 1994, Burgess and Robinson 1998, Parker et al. 2001). They also suggested that such gaps enhance succession in young red pine plantations. 147 The repeatedly burned treatments (two— and four-bum) responded quickly to thinnings and they produced a higher density of large-sized understory trees than in other treatments. Large-sized understory trees must have developed from post-fire recruitments in repeatedly burned plots, since they lacked them in the beginning. Larger understory trees are stronger and more vigorous (Smith 1986, Nyland 1996) and they will enhance future productivity of forests (Leak et al. 1995) and create a more complex long-term stand structure. The occurrence of dense and aggressively growing understory seedlings and saplings and their shifting to larger diameter classes, particularly in the two- and four- bum treatments, created a tri-modal stand structure in which the overstory (>11cm dcl) shifted to the right in progressively higher size classes after thinnings. Increase in understory trees after thinning, however, produced less sub-canopy but more mid-canopy trees as compared to no-management. Among different burn treatments after thinning, four-bum treatments had little size or age class differentiation in 17-47 cm dcl as compared to two- and one-bum treatments. This shows that four-times burning, in the long run, created more uniformity in overstory size classes or reduced the variation among the overstory size classes as compared to two- and one-burn treatments. One-burn treatments had the highest sub-canopy tree density and variation in overstory tree size classes. Burning and thinning interactions did not produce much difference in BA among different treatments, although four-bum plots always maintained the highest overall BA 148 for both simulations. BAs in my study plots, in the beginning, were one-half to one-third of what has been predicted for a red pine plantation of the same age and site index by Benzie (1977). Such a low residual BA after thinning increases the future diameter growth of retained trees (Haberland and Wilde 1961; Lundgren 1981) but reduces the overall BA, MAI and the ultimate volume production of red pine stand as there is vacant space that is not utilized by the overstory (Gilmore 2005). At the end of no-management, the overall BA produced was similar to that suggested by Burgess and Robinson (1998), who found the BA in their 101-year-old unthinned white and red pine stands to be 51 m2 ha". Similarly, in another study the BA in unthinned stands was about 52.7 m2 ha'l, varying, however, with mortality (Spurr et al. 1957). Yet, my study plots were much older (173-year-old) at the end than the stands in these examples. The F VS predicted BAs were low because a low residual BA (~ 10 m2 ha") was retained during earlier thinnings carried out in the year 1970 (Henning and Dickmann 1996), i.e., long before the current prescribed bum study started. At a given age and SI, BA growth will be about the same (Buckman 1962), whereas at mature age grth is affected by SI, tree age and density (Lundgren 1981 ). Partial or complete killing of understory vegetation and sub-canopy trees due to repeated burnings reduced competition and enhanced diameter growth of mature overstory trees, which increased MAI and sawlog volume. However, the effects were not great. During no management, the differences both in MAI and sawlog volume between treatments started narrowing after the decline of overall tree productivity at age 113 years, which matches closely to the grth culmination age predicted by Lundgren 149 (1981). He showed that production levels off when plantations exceeded 3954 tpha. If stands are not thinned for a long period both the net and gross volume production decline due to self-thinning and mortality (Coffmann 1976). MAI after thinning in four-burned treatments started picking up and increased up to year 2094 (age 163) before it declined after thinning. F our-burn treatments always had highest growth; however, they started higher also. Despite starting higher, there was still somewhat higher grth in four—bum treatments as compared to other treatments, especially after the second thinning. In addition to the effects of burning, the gaps created by removal of large overstory trees and the cutting cycle during thinning provided additional space and resources (light, moisture, nutrients, and space) to the residual trees increasing their growth and vigor. The result is consistent with one of the major objectives of thinning, which shortens the rotation age (Lundgren 1983); i.e., intended volume can be obtained earlier than in unthinned stands. In my study, the continued growth of red pine stands up to 163 years was because of the actively growing young post-fire recruitments that were released after thinning. Thus, the effects of multiple (frequent) burnings lasted long for MAI and sawlog production after thinning. These results have important implications for the management of red pine forests. At the end of my study, percent change of cumulative sawlog volume over unburned control declined as simulation progressed during both managements in repeatedly burned plots; however, this effect was not pronounced if thinning occurred. A 13% higher percent change of cumulative volume over no-management in four- and two- 150 burn treatments than in unburned controls after thinning show that there was a remarkable increase in cumulative sawlog volume in repeatedly burned treatments, even though they had higher values to start with. The multiple burned plots acquired higher growth vigor from earlier burnings carried out one to almost two decades before the measurements were taken for this study. Removal of dominant overstory trees increases radial increment of the retained overstory trees, resulting in the increase of net volume and yield (Assman 1970, Nyland 1996). Removal also lowered the total standing overstory sawlog volume compared to no-management; however, when the volume removed during thinnings was included there was a net increase in cumulative sawlog volume (cf. Coffmann 1976). The slight decrease in relative volume of red pine in burned plots after thinning as compared to no-management, as well as the higher decrease in unburned controls when thinned were due to an increase of hardwood volume, especially red and sugar maple. Red pine dominance increased in burned treatments as the shade intolerant species—black cherry, choke cherry, white ash and other minor hardwood species— declined gradually and disappeared during no-management simulations. These findings are backed up by the increase in IV of red pine in all treatments, especially the burned ones. Bormann and Likens (1979) also suggested such a shift in relative importance (IV) among species due to mortality of those suppressed ones during self-thinning. Thus, if unmanaged for a long time, mature red pine stands lose hardwood species, especially shade intolerants, and become low in species richness. There was virtually no new regeneration in the no-management treatments, as post-fire recruitment depends on time 151 elapsed after fire. For example, it occurred in first five years after fire in boreal forests in British Columbia, Canada (Johnstone et al. 2004). Mineral soil gradually becomes covered with re-growth and litter deposits that prevent seeds from germinating and establishing (Metheven and Murray 1974). Red and white pines and hardwood species (except birches and black cherry) failed to establish under different managements, including clearcutting (McRae 1994, Smith and Ashton 1993). However, burning and thinning reduced depth of organic matter, exposed mineral soil and increased pine seedling establishment (Little and Moore 1949, Buel and Cantlon 1953, Thomas and Wein 1985, Mallik and Roberts 1994, Duvall and Grigall 1999). Despite lack of new recruitments in most treatments, new red pine and hardwood recruits established in the understory in four-burn plots after thinning. Other hardwood species recruits were also very high compared to the red pine in two-burn plots. Relatively more shade tolerant red and sugar maple recruit in smaller gaps (Abrams 1982, Arthur et al. 1998). Smaller gaps are covered within two to three years of their formation, whereas larger gaps increase species richness and biodiversity (Parker et al. 2001) and such gaps were created during successive thinnings of burned treatments in this study. The new recruits reveal that the forest floor in two- and four-times burned treatments remained relatively more suitable for germination and establishment for a longer period than other treatments. Single and multiple burns have been suggested for successful eradication or control of unwanted understory vegetation such as balsam fir and hazel—nut in red pine plantations as well as pine seedling germination and establishment (Van Wagner 1970, Alban 1977). Further, reduction in mortality after thinning reduces the 152 coarse woody debris in the young stands and might facilitate seeds of some species to reach soil (Duvall and Grigall 1999). Three times thinning of red and white pine stands increased recruitment of understory shrubs and other species (Bender et al. 1997, Burgess and Robinson 1998). Besides increase in IV of red maple and sugar maple, beech and cherries also persisted in my study. Volk and Fahey (1994) also found that black cherry (a short lived shade intolerant species) had higher mortality in the unthinned than in the thinned Alleghany hardwood forest. Dense understory seedlings and their mortality resulted in higher red pine sub- canopy density, relative density and faster growth of residual trees, especially in one- and two-burn treatments after no-management compared to thinning. However, removal of trees after thinning reduced competition and enabled residual large-sized trees of other sub-canopy species to grow by more than two-fold in burned plots, compared to no- management. Increase in IV of other hardwood species after thinning compared to no— management has important ecological and management implications. Increase in hardwood species provides better habitat, cover, mast and browse for wild animals, as well as hunting and recreational scope (Little and Moore 1949, Rouse 1988, Dickmann 1993, Bender et al. 1997), in addition to biodiversity benefits. Comparison between the total merchantable volume production by FVS in this study and that predicted by Benzie (1977) for similar age and SI shows that FVS predicted volume was slightly lower than that of Benzie in the beginning of the simulation (Appendix 5.5). At age 143 the standing merchantable volume change 153 obtained for no-management was within a range of -12 to +12% compared to Benzie’s values in all treatments, with the highest in four-burn and lowest in one-bum treatments. However, the cumulative volume predicted was much higher than Benzie for similar age and SI after thinning, with the highest in four-burn and the lowest in one-bum treatments. These predictions would actually be even higher if trees removed during thinning in 1970 (Hennings and Dickmann 1987) had been included in the F VS projections. In this study, the high variation in volume predicted by FVS could also be because the FVS model was developed for young red pine plantations or natural stands without disturbance, whereas I used it to simulate differently burned plots. However, considering such a very long projection period of FVS simulation (100 years), the result could still be considered useful in red pine management. 154 3.5 Summary Mature red pine stands re-measured one to two decades after prescribed burnings (one-, two- and four-times burned) and projected through FVS for 100 years with and without a series of thinnings showed unique differences in vegetative and growth responses. The long-term effects depended on number of burnings and thinnings and their combinations and also the past history of disturbances. Stand structure, species composition, density, BA and volume changed differently among burned and unburned treatments as simulations progressed. 1. Extremely dense post-fire regeneration and inequality in size-classes at the outset showed increased productivity of the burned stands, but the regeneration experienced high mortality compared to unburned controls. Decline in density started at the time of re-measurement of the stands, i.e., 10-18 years after burning, and was due to self-thinning mortality; however, a sharp decline occurred five to six decades after burnings. Lower mortality, slower grth and reduced ingrowth occurred in unburned controls. However, unburned plots retained the highest small understory and lowest overstory density. High red pine sub-canopy density produced by one- and two-times burnings at the end of no-management indicate that fires were sufficient to kill competing low vegetation, including some of the sub-canopy red pines in the beginning, and stimulated growth of small diameter red pines for a long period. 155 10. 11. Low sub-canopy density due to fire-caused mortality and increase in mid-canopy trees due to ingrth in four-bum treatments indicate that fire effects were long- term and still apparent after a century. Thinnings slowed down mortality and enhanced recruitment of understory trees in burned plots, resulting in an increase in an inequality in size classes, in contrast to decrease in inequality during no-management. Two- and four-burn treatments produced dense, aggressively growing understory seedling and saplings after thinning, and such repeated burns were more productive. A tri-modal stand structure developed in progressively bumed plots due to grth of larger trees as compared to the bimodal stand structure after no—management. F our-times burning created a more uniform structure across size classes in sub- and mid-canopy layers (17-47 cm dcl) as compared to two- and one-burn treatments. MAI in repeatedly burned treatments, particularly the four-burn, was greater and faster for both managements, indicating stimulated growth both in the understory and overstory. MAI declined at age 113 in unthinned simulations but not until age 163 in thinned simulations. In both cases, the growth culmination age was much greater than normal for red pine and was due to both fast-growing, dense post-fire understory after burning and their release after thinning. Four-bum treatments, particularly after the second thinning, produced highest cumulative volume although they started higher in the beginning. Also, higher 156 percent change of volume production in burned treatments over no burning after thinning reveals that the effects of burning can be extended for a long period. 12. Red pine dominance was highest in burned plots throughout both simulations, followed by red and sugar maple. The latter two species were better represented in unburned controls compared to burned treatments at the end of no-management. 13. Disappearance of most hardwood species (except red maple, sugar maple and American beech) and occurrence of few new recruits regardless of burnings by the end of no-management indicates that species diversity declined as succession progressed. In contrast, repeated burnings followed by multiple thinnings increased the establishment, growth and sustenance of red pine as well as other hardwood species for period as long as a century; consequently, species diversity increased as succession progressed. 14. The highest ingrowth of red pine density into the sub-canopy in burned plots, as well as new red pine and hardwood recruits in the understory show increased sustainability of red pine, along with other species, when thinned. 3.6 Conclusion Frequent burning in mid-rotation, especially if combined with subsequent thinning, could be the basis of long-term sustainability, high productivity, and increases in biodiversity of red pine stands. 157 APPENDICES Appendix 2.1: Species codes The following species codes have been used in the tables and text Latin names Species codes Common names Acer rubrum RM Red maple Acer saccharum SM Sugar maple A melanchier spps AM Juneberry F agus grandrfolia AB Beech Fraxinus americana WA White ash Ostrya virginiana HH Eastern hophombeam Pinus resinosa RP Red pine Pinus strobus WP White pine Prunus serotina BC Black cherry Prunus virginiana CC Choke cherry Following species are grouped under the different species codes and each of the species constitutes less than 1% of total density in my study. NC (Non commercial trees) and others: A cer pensylvam'cum ST Stripped Maple Betula alleghanensis YB Yellow birch Hamamelis virginiana WH Witch hazel Malus baccata SC Siberian crab apple Populus balsamifera BP Balsam poplar Populus grandidentata BT Bigtooth aspen Populus tremuloides QA Quaking aspen Prunus pensylvanicum PR Pin cherry Salix spps W1 Willow Tilia americana BW Bass wood Tsuga canadensis EH Hemlock Ulmus americana AE American elm Viburnum acerifolium MV Maple-leaf Viburnum Oaks: Quercus rubra RO Red oak Quercus alba WO White oak Quercus velulina BO Black oak 158 0.02:0 0000 303 :5 6:032.“ .4820“. 038.00% E3 05 fl 2 ”00oz o m v SN 9 o w 33m Bow 0 o c ”N 3 o o 2:5 2C. o o 0 SN o N o Esm 0:0 v o 9 S: on S o 8:80 l 3% >— 5m 0 o _ o _ o wo v o o o o _ o 0.59m Sow NM o o o o o o mm m _ o o o o 0 mFSm 95:. wN o o o o c o 3 m o o _ o o o Esm 0:0 EN o o o o o o 3.. n v o _ o o o 85:00 ATS Tm: mEv 10.2 m._oN o o _ N o o om me o o o o fl N 05—5 Son oNNN o o o o o c we MNN _ m o ~ 0 o 2.5m 93. :3 o o o o N m am :2 o o _ _ o o Esm 0:0 o.moN o _ o o m _ _ ow NM: v w _ m o o 38:00 :2 we 0E=_o> MAN o o _ o o 0 we MN 0 o o o _ o 2:5 Son v. _ N o o o o o o no _N N o _ o o o 3:5 03,: PM: o o o o N o no M: o o N o o o :::m 0:0 No— _ o o o N. _ Na 2 n — m _ o o 68:60 :2 we «00¢. .0021: of o o v m. o o 3 w: o o o o _ N 2.5m Son 92 o o o o o c on 02 S E _ _ o o 35m 03,—. v: o o o o _ N N» M: _ o o E N o 0 E3. 0:0 Nmm m 2 o o NN Q. mm 2 _ Nm 2: w N o o _ob:oU $2 .85 30:00 :88 we m3 220:0 <3 :30va Em 138.8 mm E0016 SE :38 Co E. _lSoCo 3m 3:258; , .86.: E089: 0:080: 0:080: E080: E080: E080: E080: .0153 220%: 60:: 0005 b00830? 9: 0=_w> 00:86 :: 0:8 22 .0E:_o> .005 imam . 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N 2 .x. t 2 $: 2 25:58; 6.3V 280:0 E020: 96:88:80 05 :5 E0 5 momma—U 535:5 $3.20 0N_m 55:35 ~:0:0uc_u 5:5. 80: ESE0>O .3 3:2 a. 0:|:::_o> .a0:< Emwm ”ON 0220 < 160 Appendix 3.1: Average relative understory (0-11 cms dcl) tree density“ under 100 years of no-management and thinning simulations" in mature red pine stands. Small understory (0-6 cm) trees ha'1 Year Large understory (6-11 cm) Burn tr Burn treatments C 18 2B 4B Beginning 2003 % 9545 18752 19756 16725 95 99 99 99 No-management 2014 % 2044 % 2074 % 2104 °/o 8007 15719 15755 13735 91 97 98 97 477 3000 1949 2941 31 67 63 78 72 58 48 20 1 1 6 7 3 31 9 10 7 7 2 2 2 Thinnings 2014 % 2044 °/o 2074 % 21 O4 % 7824 15719 15455 13086 91 97 98 97 1527 2970 2897 3052 65 73 79 85 297 573 960 1591 36 48 64 78 66 56 450 633 14 10 43 56 trees ha'1 C 1 B 28 4B 324 46 37 0 3 0 0 0 41 1 424 147 242 5 3 1 2 300 412 243 1 18 20 9 8 3 54 75 43 51 8 8 6 9 14 9 20 0 3 1 4 0 402 424 145 239 5 3 1 2 256 290 145 57 1 1 7 4 2 53 51 57 129 6 4 4 6 40 45 159 78 8 8 15 7 Note: Some of the 'zeros' in % column of BA have values below 0.5% and have been rounded to zero. Burn Treatments columns are: C, Control; 18, One Burn; 28, Two Burns; 48, Four Burns % (in rows) is the percent of total woody understory tree density. dcl=diameter size class. *Stand density does not include removals in thinnings. "Simulation started on year-2004. The first, second and third thinnings occurred in 2004, 2034, and 2064. 161 Appendix 3.2: Average and relative sub—canopy (>11-32 cm dcl), mid-canopy (32 & 42 cm dcl) and dominant overstory (>42 cm dcl) tree density“ under 100 years of simulations" in mature red pine stands. Sub-canopy Mid-canopy Dominant overstory trees ha'1 trees ha'1 trees ha'1 Burn treatments Year C 18 2B 48 C 18 28 48 C 18 28 48 Beginning 2003 1 03 26 1 0 6 33 36 50 58 63 53 82 90 % 1 0 0 0 O O O O 1 0 0 1 No-management 2014 287 37 30 10 16 16 24 17 82 76 111 132 % 3 0 O O 0 O O 0 1 0 1 1 2044 624 980 790 564 28 1 7 8 90 82 114 133 °/o 41 22 25 15 2 0 O 0 6 2 4 4 2074 414 653 526 372 37 42 20 23 98 71 95 114 "/0 61 73 72 64 6 5 3 4 14 8 13 20 2104 277 451 378 245 62 67 48104 99 75 87 96 % 57 74 7O 54 13 11 9 23 20 12 16 21 Thinnings 2014 276 37 26 9 15 16 21 14 79 76 103 116 % 3 0 0 0 0 0 0 0 1 0 1 1 2044 483 770 569 410 17 0 4 4 56 54 66 77 % 21 19 15 11 1 0 O 0 2 1 2 2 2074 359 497 398 222 59 34 28 46 52 37 49 62 °/o 44 42 27 11 7 3 2 2 6 3 3 3 2104 161 252 240 223 123 174 127 99 94 57 59 96 % 33 43 23 20 25 30 12 9 19 10 6 8 Note: Some of the 'zeros' in % column have values below 0.5% and have been rounded up to zero. 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N6-66 o\o 66.N6o\e N6-6mo\o 6.6-ng N6-6No\e 6N-N~o\o NN-6.o\.. 6......\.. ..-6 o\o 66 :00> 3:05:00; 0:00.. 66. :06 308603660 ::0::060:0E E80666 :06:0 00000.0 0:0—60.6 66 6.6. 000.0> 0>.:0.0: 606: 6:0 ...06 6:6 ..0E0.0> 60.300 060:0>< A600:.::00. 06.6 56:00.36 168 Appendix 3.4: Average and relative standing* sawlog volume of major species under 100 years of no-management and thinning simulations“ in differently burned and unburned mature red pinestands. Red maple Red pine Sugar maple Others Total m3 ha'1 rn3 ha'1 rn3 ha.1 m3 ha'1 m3 ha'1 Burn treatments Year C18284B C 18 28 48 C182848 0182848 C 18 28 48 Beginning 2003 0010150134190219 2100 0001 152136192220 % 0010 9899991002100 000 No-management 2014 0 0 2 0 197191 269 285 4 2 0 0 0 0 0 1 201193271287” % 0010 9899991002100 0000 2044 2020320290398429 8200 0007329293401435 °/o 1010 979999982100 0002 2074 9 0 1 0 378352 418474 8 2 0 O 0 0 0 2 395354419475 % 2000 96991001002100 0000 2104 9 0 2 0 407 376 414474 8 1 0 0 0 0 0 0 424377415474 % 20009610010010020000000 Thinnings 2014 0 0 2 0 190191250251 4 2 0 0 O O 0 1 194193252252 % 0010 9899991002100 0000 2044 6 0 2 0 202194 238 258 6 2 0 0 0 O 0 4 213196239263 % 3010 959999983100 0002 2074 20 1 6 0 222214 257311 9 1 0 0 1 3 1 8 252220264318 % 8120 889797984100 0212 2104 34 6 9 0 2913153414151910 0 14 513 344326355429 % 10230 849796975000 0113 * consists of American beech, black cherry, choke cherry, non-commercial species, others and white ash. Burn Treatments columns are: C, Unbumed Control; 18, One Burn; 28, Two Burns; 48, Four Burns % (in rows) is the percent of total species sawlog volume. *Stand volume does not include removals in thinning. “Simulation started on year-2004. The first, second and third thinnings occurred in 2004, 2034, and 2064. 169 Appendix 3.5: Comparison of Forest Vegetation Simulator (FVS) projection with that given in Benzie (1977) for *Standing merchantable cubic volume (m3 ha'l) and the predicted values in differently burned mature red pine stands at site index l9.8m in the beginning and at the end ofno-mangement and thinning. A. Stand age 72:years in the beginning ofthe simulation (year 2003*") Standing volume FVS predicted volume Benzie predicted volume C 1B 2B 48 C 1B 2B 4B Basal Area (m3 ha'l) 22.2 17.1 22.5 24.] 22.2 17.1 22.5 24.] Volume (m3 ha'l) 180 155 218 248 227 172.3 227 245 % change over -21 -10 -4 1.2 Benzie B. Stand age 143’” and BA set to 34.4 sq m/ha in year 2074 FVS predicted F VS predicted Benzie (No-management) (Thinnings) Predicted SE-nding volume Cumulative volume Volume Volume (m3 ha'l) 470 420 480 536 586 504 586 641 480 % change over -2 -12 0 12 22 5 22 34 Benzie *Standing volume does not include removals in thinning. "Predicted volumes were chosen for the closest stand ages 70 and 140 years in Benzie's Table. The average values in Benzie (1977) for corresponding age, site index and basal area (BA) were converted to metric. "“” The average standing volume from the beginning (year 2003) was used instead of the year 2004 when the first cutting was done as they were in the same age range in Benzie's table (1977). Treatments in the columns were C, Unbumed Control, 18, One Burn; ZB, Two Burns and 4B, Four Burns. 170 REFERENCES Abella, S. R., J. F. Jaeger, et al. (2004). "Fifteen Years of Plant Community Dynamics During a Northwest Ohio Oak Savanna Restoration." 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