Abstract

Establishing adequate advanced oak reproduction prior to final overstory removal is crucial for regenerating oak forests in the eastern U.S. Many management approaches exist to this end, but benefits associated with any individual technique can depend on the suite of techniques employed and the geographic location. At four mixed-hardwood upland forest sites in central and southern Indiana, we tested factorial combinations of deer fencing, controlled-release fertilization, and various silvicultural techniques (midstory removal, crown thinning, and a shelterwood establishment cut) for promoting the growth and survival of underplanted red oak seedlings. Crown thinning resulted in slow growth and low survival. Midstory removal and the shelterwood establishment cut were nearly equally effective for promoting seedling growth. Seedling survival was strongly influenced by fencing, and differences in survival between silvicultural treatments were minimal when fencing was employed. Fertilization had minimal effects overall, only increasing the probability that unfenced seedlings were in competitive positions relative to surrounding vegetation. We suggest that underplanting oak seedlings can augment natural reproduction, but the practice should be accompanied by a combination of midstory removal and fencing, at a minimum, for adequate growth and survival.

Highlights

  • Oaks (Quercus spp.) have been a foundational species in forests of eastern North America, but have been failing to regenerate in recent decades [1,2]

  • Three sites were selected from properties managed by The Nature Conservancy (TNC) in southern Indiana: (1) Wulfman Tract, a dry-mesic forest located in southeastern Harrison County; (2) Knapp Tract, a dry-mesic forest located in north central Washington County; and (3) McKinney Tract, a dry to dry-mesic forest located in eastern Brown County

  • Mean percent basal areas (BA) reductions between pretreatment values and the first post-treatment sampling year were greatest for the shelterwood treatment, intermediate for the thinning treatment, and lowest for the midstory removal treatment (Table 1)

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Summary

Introduction

Oaks (Quercus spp.) have been a foundational species in forests of eastern North America, but have been failing to regenerate in recent decades [1,2]. Forests dominated by oaks are ecologically and economically valuable as a source of timber, as a food source and habitat for wildlife, and for relatively open stand characteristics that promote diverse understory flora [3]. These forests were historically maintained by a frequent fire regime, and current oak dominance often reflects legacies of heavy logging, burning, and grazing by early European settlers [2]. Oak declined in importance across 81% of forested area in the Central Hardwood Forest Region between 1980–2008 [6], and oak regeneration becomes increasingly challenging as forest compositions shift towards more shade-tolerant species, reducing light penetration to the forest floor, and further suppressing fire [7].

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