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We compared three methods for estimating current-year spruce budworm (Choristoneura fumiferana (Clem.)) defoliation from 2014 to 2021 using a network of 99 permanent sample plots in central Gaspé Peninsula, Québec. Percent current-year defoliation was measured by assessing shoots from mid-crown branches, ocular ratings of all individual trees using binoculars, and provincial government aerial surveys. Ocular survey defoliation differed from branch sample defoliation in 5–6 out of 7 years, consistently underestimating defoliation, across the full range of defoliation severity observed. Nested mixed-effect models for fir–spruce combined, balsam fir, white spruce, and black spruce ocular survey defoliation bias resulted in marginal R2 of 0.40, 0.47, 0.82, and 0.86, respectively. Current defoliation severity and its interaction with previous year defoliation and weather conditions significantly affected ocular survey bias. Correspondence of aerial survey estimates and mean plot defoliation occurred in only 43% of all plot-years and ranged from 14%–58% in individual years. Differences between aerial survey defoliation and plot values mainly resulted from assigning an adjacent class (e.g., light <30% assigned as moderate 31%–70% defoliation) or misplaced defoliation polygon boundaries, suggesting that assignment of aerial survey defoliation to plots or specific ground areas needs ground truth sampling. [ABSTRACT FROM AUTHOR]

We assessed the impacts of three approaches to thinning from below with varying spatial patterns on several stand and individual tree variables for interior Douglas-fir (Pseudotsuga menziesii var. glauca (Beissn.) Franco), interior spruce (Picea glauca (Moench) Voss × Picea engelmannii Engelm.), and lodgepole pine (Pinus contorta Dougl. Ex Loud. var. latifolia Englem.) in central British Columbia, Canada. The three thinning treatments were two experimental "clumped" treatments (3 m Clumped and 5 m Clumped) and the Standard (more uniform spacing) thinning treatment that was employed operationally at that time. We used long-term data from 24 plots measured five times over 21 years. Thinning increased stand basal area increment, with the plots that received the 5 m Clumped treatment having significantly higher periodic annual relative basal area increment than the unthinned Control plots. The responses for the two clumped treatments were not any lower than the Standard. The 3 m Clumped treatment was best if one is concerned about fast recovery of the growing space; however, the 5 m Clumped spacing treatment may be preferable if higher individual tree vigour is needed for resistance and resilience to fire, insects, and disease. [ABSTRACT FROM AUTHOR]

Picea × darwyniana Björk & Goward was recently proposed to replace Picea albertiana S. Brown as the representative taxon for the hybrid offspring of Picea glauca (Moench) Voss and Picea engelmannii Parry ex Engelm., but should be considered invalid for three reasons. First, the proponents failed to document in any way that the P. albertiana isotypes were Picea glauca × mariana Little & Pauley hybrids, as they claimed. Secondly, the P. albertiana isotypes lacked pubescent twigs, purple markings on their seed cones, and denticulate cone-scale margins, which are characteristics of P. glauca × mariana. This indicates a misinterpretation of the P. albertiana parentage. Lastly, P. × darwyniana appears to be an example of P. albertiana ssp. ogilviei Strong & Hills. As the latter is an earlier and validly published name, P. × darwyniana is an illegitimate replacement for plants within the P. glauca × engelmannii (=P.a. ssp. albertiana) and P. engelmannii × glauca (=P.a. ssp. ogilviei) circumscriptions based on naming priority. [ABSTRACT FROM AUTHOR]

Rapid establishment of closed canopy cover is a key goal in land reclamation. While re-establishment of understory vegetation is likely to positively contribute to this goal, native herbaceous species are not typically planted on reclaimed sites though it is an alternative to reliance on natural regeneration. The objective of the present study was to test the principle of hitchhiker production of a tree species with native herbaceous species on recently reclaimed industrial sites with the aim of (1) understanding growth tradeoffs when mixing these species in the same container and (2) if hitchhiking had negative growth and survival outcomes for white spruce (Picea glauca) seedlings compared with singly grown white spruce seedlings. White spruce seeds were sown in nursery containers of contrasting cavity sizes, followed by sowing a forb species (Eurybia conspicua or Chamerion angustifolium) at different time intervals or grown singly. Larger cavities and earlier sow dates were associated with higher persistence and growth of the forbs, while later sow dates were associated with larger white spruce seedlings. We observed no evidence to suggest that hitchhiked seedlings were at a competitive disadvantage in terms of growth or survival compared with singly grown seedlings that were initially similar in size. [ABSTRACT FROM AUTHOR]

As forest managers increasingly seek to implement partial-harvest silviculture systems in complex forests, more data are required on the potential development of the residual stand following treatment. In this study, we present 25-year data from a long-term silvicultural study of tree- and stand-level responses to differing levels of basal area following partial harvest in a complex spruce–fir forest in central British Columbia, Canada. Reducing stand basal area elicited stronger basal area increment response in fir than spruce; however, spruce productivity was overall higher than fir across all treatments. Smaller trees increased their size proportionally more than larger trees, and thinning resulted in increased recruitment of smaller trees into larger diameter classes. At the stand-level, basal area reductions to well below 20 m2/ha resulted in higher volume and basal area growth over the length of this study, and suggest that optimum stand-level growth may be achieved at lower basal areas than suggested in prior literature. We also found a positive relationship between stand-level residual basal area and mortality. In central British Columbia, stand structure, species composition, and growth rates in complex spruce–fir forests can be maintained through partial-harvest silviculture treatments. [ABSTRACT FROM AUTHOR]

We investigated the genetic makeup of Lutz spruce, a natural hybrid between white and Sitka spruce on the Kenai Peninsula, Alaska. Microsatellites indicate 72% of individuals sampled had predominantly white spruce ancestry, whereas 14% had predominantly Sitka spruce ancestry; some individuals classified as white spruce had Sitka spruce plastid genotypes. As Picea mitochondria are maternally inherited and plastids are paternally inherited, it appears that white spruce was the ancestral seed parent of nearly all spruce on the western peninsula, whereas Sitka spruce alleles originated from pollen. Pollen records show that white spruce colonized the western peninsula ∼8500 YBP from glacial refugium, whereas Sitka spruce arrived on the eastern peninsula ∼4000 YBP after migrating up the Pacific coast. Our data suggest that Sitka spruce colonization west of the Kenai Mountains may have occurred not via seed dispersal but by long distance transport of wind-borne pollen and subsequent hybridization with established white spruce populations. Hybridization was an important mechanism that allowed Sitka spruce to expand the leading edge of its range in response to historical climate change. As the climate continues to warm, climate envelope modeling suggests Lutz spruce may ultimately displace white spruce on the western peninsula even as Sitka spruce is constrained to the eastern peninsula where it will continue to hybridize. [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]

Assisted gene flow according to expected climate gradients is considered as a forest management strategy to mitigate impacts of environmental change on forest growth. However, the effects of seed translocation on wood properties and lumber quality remain unknown. This study evaluated the effect of provenance origin on lumber production and quality at rotation age in two white spruce provenance trials established in contrasting environments in eastern Canada. Based on 108 sample trees, which resulted in 943 pieces of lumber, average volume production per tree at the southernmost site was twice that of the production at the northern site. Provenance had a significant influence on growth and lumber strength in the first sawlog but had no effect on lumber stiffness and wood density. Although visual grade yields of No. 2 and better were high in both trials (over 86%), the machine stress rated (MSR) grade potential and percentage of lumber that met the bending stiffness design values of the visual grades were generally low (12%–26%). Hence, plantation-grown lumber should preferably be machine stress rated to ensure its fitness for structural applications in buildings. Management strategies aiming to efficiently sequester carbon should primarily maximize volume productivity in northern sites, as moving seed sources north still reduces provenance productivity, while breeding programs should aim to prevent decrease in lumber stiffness due to augmented productivity and shortened rotation cycles. [ABSTRACT FROM AUTHOR]

While deployment of white spruce (Picea glauca (Moench) Voss) from seed orchards is increasing in Alberta, genetic gain is only considered in pure spruce stands due to uncertainties in measuring yields in mixedwood stands. To better understand the performance of improved spruce in mixedwood stands, we compared the effects of interspecific competition on growth of improved (1.9% height gain at a 100-year rotation) and unimproved spruce in northeastern Alberta. By age 8 years the improved spruce showed no advantage over the unimproved spruce in either height (1.36 ± 0.36 m vs. 1.42 ± 0.38 m) or diameter (23.68 ± 7.33 mm vs. 25.65 ± 6.85 mm), and the largest diameter trees were found in a nutrient-poor subxeric site. A distance-independent Lorimer's index including tree size ratio, combined with a power function, accounted for most of the growth variation in diameter and height from 2016 to 2017. The unimproved and improved spruce had different growth-competition curves across ecosites, and their height growth was less sensitive to competition than diameter growth. These results highlight several considerations for managing improved spruce, including (i) deploying higher genetic worth seedlots, (ii) developing realized gain trials with a good statistical design, and (iii) developing growth and yield functions for improved spruce in mixedwood stands. [ABSTRACT FROM AUTHOR]

If the modern climate trend continues for an additional 20–40 years, forests along the southern border of Canadian taiga may shift into new ranges of annual temperature and precipitation that are similar to the modern climate of central New York State, United States. Here we investigate the possible future response of white spruce (Picea glauca (Moench) Voss) to a warmer climate by studying trees planted 90 years ago near the southern limit of their climate tolerance in central New York, 300 km south of the boreal forest where this species is prevalent. We employed high-frequency recording dendrometers to determine radial growth phenology of six mature white spruce trees during 2013–2017. The results demonstrate significant reductions in the length of radial growth periods inversely proportional to the number of hot days with air temperature exceeding 30 °C. During years with very hot summers, the start of radial growth began about 3 days earlier than the 2013–2017 average. However, in those same years, the end of radial growth was also about 17 days earlier resulting in a shorter (70 days versus 100 days) radial growth season. Abundant (350–500 mm) summer precipitation, which resulted in soil moisture values of 20%–30%, allowed us to dismiss drought as a factor. Instead, a likely cause of reduced radial growth was mean temperature that exceeded optimal growth ranges, exacerbated by temperature extremes in ranges that lead to photoinhibition. The latter case was evident in the two warmest growing seasons (2013 and 2017), marked by extended periods of high daytime temperature (>30 °C) followed by early cessation of radial growth independent of seasonal precipitation. [ABSTRACT FROM AUTHOR]

Tree establishment to restore degraded boreal post-mining lands is challenged by low soil productivity, a harsh microclimate, and potentially high contaminant levels. The use of mixed vegetation can facilitate the microclimate but increase competition for soil resources. A statistical accounting of plant–plant interactions and adaptation to multispecies conditions is hard to achieve in field experiments; trials under controlled conditions can distinguish effects of planting density and species interactions in the early stages of plant establishment. A greenhouse trial was established in containers ("mesocosms") with waste rock or fine tailings from gold mines. Pregerminated (1-week-old) seedlings (Alnus viridis subsp. crispa, Picea glauca, Populus tremuloides, Salix arbusculoides) were planted using a Nelder density gradient design, modified for species combinations. A relative competition effect was estimated as a competitiveness index for each species combination, calculated as a ratio of α coefficients in the Holliday growth equation. The specific leaf area (SLA) was measured to indicate plant water stress adaptation. All species grew better in monoculture on fine tailings, while only P. tremuloides grew better in all mixtures on waste rock. Although net positive effects of density on SLA increment during early growth suggested microclimate improvement on fine tailings, no mixture provided advantages for both species in paired combinations. [ABSTRACT FROM AUTHOR]

Populations of many tree species exhibit synchronous and highly temporally variable seed crops across years. This is called mast seeding, and there are two predominant hypotheses for this pattern of reproduction: pollination efficiency and seed-predator satiation. Mast seeding studies typically involve records of population-level reproduction, with less information on the characteristics of reproductive structures. Here, we use data across 6 years (2012–2017), spanning a range of population-level cone conditions, to characterize (i) white spruce (Picea glauca (Moench) Voss) cone lengths and seeds per cone, and (ii) levels of seed predation. We quantified population-level cone production and collected 1399 cones from a total of 38 trees in the Huron Mountains, Michigan, USA. Linear mixed models showed that mean and minimum cone lengths varied significantly across years; both being longest during the greatest cone production year. Larger cones had more seeds and the slopes of the relationships as well as the intercepts varied significantly across years. Generalized linear mixed models and Akaike's information criterion model selection showed that cones with insect predation damage was greatest when population-level reproduction was the lowest, with a mean proportion of cones damaged 0.82 in that year. Our findings show that white spruce cone characteristics and losses to insect seed predation vary temporally, and follow expectations based on mast seeding hypotheses. [ABSTRACT FROM AUTHOR]