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Aim: Seedling recruitment is a vital process for forest regeneration and is influenced by various factors such as stand composition, climate, and soil disturbance. We conducted a long‐term field experiment (18 years) to study the effects of these factors and their interactions on seedling recruitment. Location: Our study focused on five main species in boreal mixed woods of eastern Canada: trembling aspen (Populus tremuloides), paper birch (Betula papyrifera), white spruce (Picea glauca), balsam fir (Abies balsamea), and white cedar (Thuja occidentalis). Methods: Sixteen 1‐m2 seedling monitoring subplots were set up in each of seven stands originating from different wildfires (fire years ranging from 1760 to 1944), with a soil scarification treatment applied to every other subplot. Annual new seedling counts were related to growing‐season climate (mean temperature, growing degree days and drought code), scarification, and stand effects via a Bayesian generalized linear mixed model. Results: Soil scarification had a large positive effect on seedling recruitment for three species (aspen, birch and spruce). As expected, high mean temperatures during the seed production period (two years prior to seedling emergence) increased seedling recruitment for all species but aspen. Contrary to other studies, we did not find a positive effect of dry conditions during the seed production period. Furthermore, high values of growing degree days suppressed conifer seedling recruitment. Except for white cedar, basal area was weakly correlated with seedling abundance, suggesting a small number of reproductive individuals is sufficient to saturate seedling recruitment. Conclusion: Our findings underscore the importance of considering multiple factors, such as soil disturbance, climate, and stand composition, as well as their effects on different life stages when developing effective forest management strategies to promote regeneration in boreal mixed‐wood ecosystems. [ABSTRACT FROM AUTHOR]

Herbivores shape vegetative communities via numerous mechanisms, including browse. We used vegetation monitoring data from Isle Royale National Park to examine woody species change across a nine‐year interval, coinciding with herbivore escalation. Here, moose and snowshoe hare are the dominant herbivores, while the gray wolf is the apex predator. Our initial sampling period (2010) followed six years of low moose abundance, while our second sampling event (2019) followed a nine‐year escalation in moose density. We tested for change in both saplings and shrubs and compared diameter size distributions of common tree species in three island sections. We found a decline in large saplings of sugar maple, a species limited to the west section of the island. We also saw declines in small saplings of sugar maple, paper birch, and trembling aspen. For some species, including black spruce and white spruce, taxa that are unpalatable to moose, diameter distributions were proportionally larger (i.e., indicative of fewer small individuals) in 2019 than in 2010. In contrast, diameter distributions of black ash in the central section and trembling aspen in the central and east sections of the island were proportionally smaller (indicative of more small individuals) in 2019 than in 2010. We found that ~50% of common shrub taxa were more abundant during the second sampling event, while none declined. Our work here brings to light several unanticipated results. While we demonstrated partial recovery of trembling aspen, likely originating during the earlier period of low moose abundance, our results suggest further changes may be attributable to other island herbivores. The response of black ash, a hydric species, may be stemming from a sixfold increase in active beaver sites, while that of spruce may be attributable to a historic spike in snowshoe hare density. We currently have only a limited understanding of the impacts of the island's lesser studied herbivores on overstory regeneration. Further research on these linkages can inform decisions addressing controls on forest structure. [ABSTRACT FROM AUTHOR]

Forest protection against eastern spruce budworm, Choristoneura fumiferana (Clemens), relies on aerial applications of Bacillus thuringiensis (Btk). However, Btk prescriptions have been developed for balsam fir (Abies balsamea (L.) Mill.) stands, generating uncertainty as to the relevance of this protection approach on white spruce (Picea glauca (Moench) Voss). The main goal of this study was to evaluate the efficacy of three Btk application treatments (early application, late application, and double application) for protecting white spruce and balsam fir in mixed stands. Our results show that all Btk treatments tested kept defoliation under the 50% threshold on balsam fir (27.7 to 38.1% less defoliation than in controls). In contrast, differences in defoliation among treatments were not significant for white spruce. Larval mortality was significantly lower on white spruce than on balsam fir. The low efficacy of Btk treatments on white spruce may be explained by its shoot phenology (most bud caps were still present during the early application), and its foliar chemistry, which could decrease Btk efficacy. Consequently, many larvae may survive simply because Btk spores do not reach them, or because they may consume sublethal doses. We recommend maintaining the current strategy in mixed stands, as it provides a good protection for balsam fir. Further research is needed to determine the causes of the low efficacy of Btk treatments on white spruce. [ABSTRACT FROM AUTHOR]

Herbivores affect plants via direct consumption, but also indirectly via changes in the vegetation. These indirect effects may only manifest after decades of exposure and, as a result, their impact is rarely accounted for. To better understand the direct and indirect impacts of a large herbivore, moose (Alces alces), on forests, we measured tree growth in areas that were both subjected to and excluded from herbivory for over 80 years. Growth data were gathered from five tree species, ranging from low to high palatability. We found that at small sizes, Betula papyrifera, a preferred species, benefited from herbivore exclusion. However, larger individuals grew more when exposed to herbivory, a response we attribute to lower competition in heavily browsed conditions. Populus tremuloides, a highly preferred tree, did not show any differences between levels of herbivory. Abies balsamea, a preferred winter browsed, was only marginally affected by browsing at smaller sizes. The two non-preferred species, Picea glauca and Picea mariana, did not show differential growth between herbivory levels. We conclude that herbivores can impact forests through both direct and indirect effects, that these effects are size specific, and that effects vary among species in ways not always predicted by consumption patterns. [ABSTRACT FROM AUTHOR]

Forest protection against eastern spruce budworm, Choristoneura fumiferana (Clemens), relies on aerial applications of Bacillus thuringiensis (Btk). However, Btk prescriptions have been developed for balsam fir (Abies balsamea (L.) Mill.) stands, generating uncertainty as to the relevance of this protection approach on white spruce (Picea glauca (Moench) Voss). The main goal of this study was to evaluate the efficacy of three Btk application treatments (early application, late application, and double application) for protecting white spruce and balsam fir in mixed stands. Our results show that all Btk treatments tested kept defoliation under the 50% threshold on balsam fir (27.7 to 38.1% less defoliation than in controls). In contrast, differences in defoliation among treatments were not significant for white spruce. Larval mortality was significantly lower on white spruce than on balsam fir. The low efficacy of Btk treatments on white spruce may be explained by its shoot phenology (most bud caps were still present during the early application), and its foliar chemistry, which could decrease Btk efficacy. Consequently, many larvae may survive simply because Btk spores do not reach them, or because they may consume sublethal doses. We recommend maintaining the current strategy in mixed stands, as it provides a good protection for balsam fir. Further research is needed to determine the causes of the low efficacy of Btk treatments on white spruce.

An agreement between the provincial government of Québec, Canada and the forest industry executing forest management activities on public lands has been established regarding non-utilized woody material (NUWM) left on the cutting area. Problems linked to this agreement are compounded by labor shortages, which have an impact on the precision of the mandatory inventories. The objectives of this study were to: (1) reconstruct and estimate the merchantable NUWM volume beyond the last processed log of balsam fir and white spruce with the use of harvester on-board computer (OBC) data, (2) design a software tool to estimate and spatialize merchantable NUWM, and (3) perform an explorative comparison between the OBC method and conventional field inventory. In total, five sites were harvested to develop the volume algorithms. Each site was harvested by a single-grip harvester operating a different OBC system (OPTI4G, Log Mate 500, and Log Mate 510). Results suggest that, with Varjo's model and linear regression, estimation of NUWM volume using OBC data is possible. The spatialization tool positioned NUWM within the harvest area for StanForD and StanForD 2010. The explorative comparison highlighted a possible cost reduction of approx. 36.8 $/ha and an increase of precision for the OBC method. [ABSTRACT FROM AUTHOR]

Spruce–fir (Picea–Abies) forests of the North American Acadian Forest Region are at risk of disappearing from the northeastern United States and Canada due to climate change. Species distribution models (SDMs) have been used to predict changes in this critical transitional ecosystem in the past, but none have addressed how seasonal patterns of temperature and precipitation interact to influence tree species abundance. Inferences have also been limited by contemporary inventory data that could not fully characterize species ranges because they either, (1) only sampled species occurrence after large‐scale human disturbance and settlement, or (2) did not span critical geopolitical boundaries (e.g., the US–Canadian border) that intersect the focal species' range(s). Here, we built new SDM models to better assess the bioclimatic distribution of four spruce–fir species and to test the importance of seasonal climate interactions. We compiled an extensive database of tree occurrence and abundance from recent (~1955–2012) and historical time periods (1623–1869) to model current species distributions and to predict how these might change under future climate. We found that including historical tree data in our SDMs revealed previously unrecognized suitable habitat along the southern edge of species' contemporary ranges. Random forest models predicted occurrence with high accuracy (area under receiver operator curve >0.98), and the seasonal climate variables that emerged as most important for these cold‐adapted species all included interactions that reflected sensitivity to colder temperatures, and preferences for wet weather concentrated in the winter months. Under moderate climate warming (representative concentration pathway 6.0), the northeastern United States retained additional suitable habitat when historical data were included through 2060 for three of the four species: red spruce (Picea rubens), black spruce (Picea mariana), and balsam fir (Abies balsamea), while white spruce (Picea glauca) habitat contracted into Canada. In contrast, future predictions from models that used contemporary data alone forecast extirpation for all four species from the northeastern United States. Overall, these findings highlight that prediction of species ranges in transitional ecosystems that span geopolitical boundaries and gradients of intense land use are improved when historical data and seasonal climate interactions of both temperature and precipitation variables are incorporated. [ABSTRACT FROM AUTHOR]

Simple Summary: We measured the foliage area, weight and number of buds on young and mature balsam fir and white spruce trees. With these measurements, total amounts of foliage per tree and per unit area of forest land can be calculated. These estimates can be used to determine the absolute numbers of insects feeding on these trees, numbers that are important in understanding patterns and fluctuations of population abundance. We also discovered that spruce budworm larvae occur preferentially in buds arranged in clusters. We describe the distribution and amount of foliage, expressed as foliated branch surface area, weight, or number of buds in the live crown of healthy open-grown and closed-canopy balsam fir and white spruce trees. Balsam fir and white spruce have very similar total foliage surface area and weight. The live crown of white spruce trees contains fewer buds than balsam fir of similar dimensions. Thus, bud density per unit foliage weight or surface area is higher in balsam fir than in white spruce. We also observed that buds tend to grow in clusters more often on balsam fir than on white spruce, and that larvae of the spruce budworm preferentially attack buds that grow in clusters. Equations were developed to predict the total surface area and weight of foliage as well as number of buds in the live crown for estimation of absolute population density of spruce budworm. These equations use diameter at breast height (DBH) and the number of nodes in the live crown as predictors. When data on the number of live nodes are unavailable, it can be estimated from tree height. Equations were also developed from which to estimate foliage area, weight or bud numbers from DBH only. [ABSTRACT FROM AUTHOR]

• May minimum temperature is the primary driver of budburst in boreal conifers. • P. mariana showed the highest response to warmer springs and P. glauca the lowest. • Precipitation's effect on budburst is limited when compared to temperature. • Changes in bud phenology may disrupt host-insect interactions. • Budburst timing correlates with latitude and ecological provinces. Budburst is a pivotal event in plant life, representing a crucial response to seasonal meteorological shifts. Boreal tree species exhibit species-specific phenologies, and the rate of phenological changes under warming conditions may differ among these species. In this study we aim to investigate the timing of budburst in three coniferous species [Balsam fir (Abies balsamea), black spruce (Picea mariana) and white spruce (Picea glauca) (Pinaceae)]; identify the main drivers of budburst, its rate of advance and the spatiotemporal patterns of budburst in relation to climate across Canada using a time period of 1980–2021. The timing of budburst was observed at 2839 locations stretching from Alberta to Newfoundland. We developed response functions between budburst and climate (air temperature, precipitation and solar radiation) and used the strongest correlations to test their effect on budburst using species, time and the ecoclimatic framework of Canadian ecoprovinces. We applied spatially constrained multivariate clustering and identified natural budburst clustering across Canada. We found a baseline difference of 17 days in the budburst of black spruce relative to that of balsam fir and white spruce. Mean minimum temperature of May was negatively correlated with budburst date. Black spruce advanced budburst at a rate of change per degree of temperature (−3.33 days °C−1), twice that of balsam fir and white spruce (−1.53 and −1.27 days °C−1, respectively). Cluster distribution of budburst timing matched well with the distribution of Canadian ecoprovinces. Budburst within the clusters followed clinal patterns in temperature across Canada. Mean minimum temperature in May is the main factor driving budburst in northern tree species. Under a warmer spring, we project an earlier budburst, with black spruce being the species expected to show the greatest rate of change. The identified clustering patterns did not vary with precipitation, which represents the primary longitudinal gradient across Canada. [ABSTRACT FROM AUTHOR]

An agreement between the provincial government of Québec, Canada and the forest industry executing forest management activities on public lands has been established regarding non-utilized woody material (NUWM) left on the cutting area. Problems linked to this agreement are compounded by labor shortages, which have an impact on the precision of the mandatory inventories. The objectives of this study were to: (1) reconstruct and estimate the merchantable NUWM volume beyond the last processed log of balsam fir and white spruce with the use of harvester on-board computer (OBC) data, (2) design a software tool to estimate and spatialize merchantable NUWM, and (3) perform an explorative comparison between the OBC method and conventional field inventory. In total, five sites were harvested to develop the volume algorithms. Each site was harvested by a single-grip harvester operating a different OBC system (OPTI4G, Log Mate 500, and Log Mate 510). Results suggest that, with Varjo’s model and linear regression, estimation of NUWM volume using OBC data is possible. The spatialization tool positioned NUWM within the harvest area for StanForD and StanForD 2010. The explorative comparison highlighted a possible cost reduction of approx. 36.8 $/ha and an increase of precision for the OBC method.

• Eastern spruce budworm defoliation causes tree mortality in forests. • In white spruce-balsam fir forests, balsam fir are typically preferred host trees. • Spruce budworm feed on reproductive buds and foliage. • Following a budworm outbreak, we found vastly higher mortality in white spruce. • Using model selection, only tree species came out as a primary explanatory factor. • Differential timing in mast-seeding events may contribute to differential mortality. Eastern spruce budworm (Choristoneura fumiferana) is a native defoliating insect in Canada and the United States that has large impacts on forest health. Balsam fir (Abies balsamea) and white spruce (Picea glauca) are its primary host trees, where budworm larvae consume buds and needles during larval development. While Eastern spruce budworm consumes both species, it is generally reported to defoliate balsam fir at higher levels. Investigating patterns and conditions that differentiate species' defoliation and mortality is informative for understanding susceptibility. We studied an outbreak of spruce budworm at plantations in northern Wisconsin, USA, with defoliation first detected in 2014 that appeared to have higher impacts on white spruce, which is counter to general expectations. In 2019, we quantified spruce budworm impacts on these two tree species and tested which tree characteristics were most associated with tree defoliation and mortality. We found mortality of 60% and 49% at the sites for white spruce trees, while 0% of the balsam fir trees surveyed were dead. We determined that tree species was the main factor related to spruce budworm defoliation, rather than tree diameter at breast height or canopy class and suggest that different timing of species-specific mast-seeding events were related to defoliation and tree mortality. [ABSTRACT FROM AUTHOR]