Abstract

This study took place in southern Québec (Canada) where young stands of white ash and grey birch have been underplanted with white pine, red oak, bitternut hickory and black walnut. The establishment success of white pine and red oak was measured with and without tree shelters (to protect from deer). Ecological factors affecting the height growth of the four species were also measured for protected trees. After 6 years, the survival and total height of unprotected oak was 29% and 44.3 cm vs. 80.5% and 138.5 cm for protected oak. White pine was less affected by browsing (survival of 79.5 and 93.5%; height of 138.5 and 217.9 cm for unprotected vs. protected pine). Height of white pine was higher in the grey birch stands, while height of all hardwoods was higher in the white ash stands, which had better soil drainage, higher fertility, and an understory dominated by Rubus species. Total height of all hardwoods was significantly (p < 0.05) correlated with Rubus cover and with soil fertility. Pine and walnut height were strongly correlated (p < 0.001) to shelterwood structure (canopy openness or total basal area). Pine was less sensitive to variations in shelterwood characteristics, while black walnut showed high sensitivity. This study provides evidence that underplanting is suitable for black walnut assisted migration northward and for bitternut hickory restoration, despite soil conditions that were less favorable than in bottomland habitats mainly supporting these species in eastern Canada. Tree shelters offering protection from deer browsing and species-specific site selection are recommended for underplanting in the southern Québec region.

Highlights

  • In eastern North America, nut producing hardwoods (Quercus, Juglans and Carya spp.) and eastern white pine (Pinus strobus L.) are major components of temperate hardwood forest ecosystems for biodiversity, and for the production of high-value timber [1,2,3]

  • After 6 years, the highest survival rate was observed for white pine in the shelter treatment (93.5%), while the lowest survival rate was observed for red oak in the control treatment (29%)

  • A significant Species effect on deer browsing of the main stem was observed for unprotected trees after 1 year, with 75% of red oak trees being browsed vs. only 0.5% for white pine (Figure 3b)

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Summary

Introduction

In eastern North America, nut producing hardwoods (Quercus, Juglans and Carya spp.) and eastern white pine (Pinus strobus L.) are major components of temperate hardwood forest ecosystems for biodiversity, and for the production of high-value timber [1,2,3]. The human control of forest fires is another factor that could have contributed to a reduction in the abundance of species that typically regenerate after fires including hickories, oaks and white pine [7,8,9]. In many regions of northeastern North America, the natural regeneration of several hardwood species and white pine is threatened by the overabundance of white-tailed deer (Odocoileus virginianus Zimm.), and changes in forest composition over the long-term are documented in areas supporting large deer populations [3,10,11,12,13]. Climate change is expected to increase summer temperatures and lower soil water content in the southern Québec region, which could be detrimental to drought sensitive species, but potentially beneficial to drought tolerant species [14], including pines, hickories and oaks [15].

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