Northern Hardwood Research Articles

Surprising relationships between soil pH and microbial biomass and activity in a northern hardwood forest

Surprising relationships between soil pH and microbial biomass and activity in a northern hardwood forest

Herbaceous plant height is an early indicator of groundlayer response to an experimental manipulation of forest structure and deer pressure

There is growing interest in adapting forest management to increase diversity, in both composition and structure, to restore old-growth characteristics and to build resiliency against anthropogenic disturbances. In order to determine appropriate interventions, managers need to evaluate the quality of natural areas but efficient and effective measurements are elusive. Using a suite of herbaceous species and measuring their responses to experimental treatments, we aim to assess (1) the sensitivity of different metrics and (2) the current and likely future effects of gap-generating disturbances and abundant deer on the understory of a northern hardwood forest in Wisconsin, USA. More specifically, we investigated plant cover, density, height, aggregate height and the proportion of individuals producing flowers/fruits under unmanipulated canopies v. three gap sizes, with and without downed woody material (DWM) additions, and inside v. outside of white-tailed deer (Odocoileus virginianus) exclusion fences, approximately seven years after treatment. The effects were taxon-specific with Anemone quinquefolia, Arisaema triphyllum, Laportea canadensis and Trillium grandiflorum being most responsive to canopy structure, Impatiens spp. and T. grandiflorum to deer pressure, and A. triphyllum, Impatiens spp., L. canadensis and Sanguinaria canadensis to canopy structure in combination with DWM. Cover was least responsive to treatments, density and proportion of sexually reproducing individuals sometimes differed, but height was overall the best metric. Mean height and maximum height showed similar results so we suggest that managers focus on measuring maximum height to limit sampling time. We also draw attention to the importance of retaining and/or creating DWM which has long been recognized as an important structural feature promoting diversity in natural forests. In the present study, DWM additions appeared to play a role in mitigating microclimates and/or deer pressure for multiple herbaceous species.

Seasonal Trends of DOM Character in Soils and Stream Change With Snowmelt Timing

AbstractIn many watersheds, runoff occurring with snowmelt brings the largest pulse of dissolved organic matter (DOM) from soils to streams. Yet, exactly how soil and stream DOM fractions are altered as snowmelt timing changes is not well understood. We studied the optical character of DOM as it moved through a first‐order northern hardwood watershed through the snowmelt period. While stream dissolved organic carbon (DOC; mean = 4.6 mg C L−1) concentrations were not correlated with snowmelt flushing, stream DOM appeared humic‐like throughout the study period (humification index, HIX; mean = 10.9). Within the stream, we measured seasonal increases in an inverse index of DOM molecular weight and processing (spectral slope, S275–295; range = 0.0102–0.0214) and in an index of recently derived DOM (Biological Index, BIX; range = 0.2–1.1). We measured a decrease in an inverse index of DOM oxidation (ratio of Peak C to Peak A, or C/A; range = 0.59–2.01) through the snowmelt period. Stream BIX and C/A tracked those measured in the north aspect soils throughout the study. C/A was unique as it decreased from source to stream, likely reflecting the diagenesis of DOM through soils. These data suggest that changes in the timing of snowmelt and hydrologic connectedness within a watershed affect seasonal changes in stream DOM character. We suggest that watersheds with deep glacial till parent materials have stream connectivity limited by subsurface flow paths, with stream DOM character being determined largely by slow melt and a longer period of infiltration.

Change in soil carbon, nitrogen, and phosphorus after timber harvesting in northern hardwood forests

AbstractQuantifying changes in soil carbon (C) and nutrient stocks after timber harvesting is needed to inform C management and to ensure that forest productivity is sustained over time. Our objective was to assess changes in soil C, nitrogen (N), and phosphorus (P) 1 year after timber harvesting in temperate northern hardwood forests. We established permanent plots in forest stands for measuring forest attributes before and after harvesting. We collected soils from quantitative soil pits, which were associated with permanent plots, to determine total C, total N, and extractable P stocks and concentrations. Mean post‐harvest fine fraction organic (O) horizon C was less than the pre‐harvest stock, but we did not detect a statistically significant change in total O horizon or mineral soil C stocks. For the fine fractions of the O horizon and mineral soil from the 0–5 and 5–30 cm depth increments of the B horizon, total N and extractable P stocks were positively correlated with total C stocks. For all of these soil components, extractable P stocks and concentrations declined over time, which could be related to post‐harvest stand conditions that favored microbial activity and immobilization of available P. These findings indicate that P availability could be a concern in these forests and that long‐term monitoring is needed to consider potential management actions for ensuring that forest productivity is sustained.

Context-dependence of fungal community responses to dominant tree mycorrhizal types in Northern hardwood forests

Dominant tree community mycorrhizal associations can influence soil biogeochemistry and nutrient cycling, suggesting a prominent role of mycorrhizas in shaping belowground microbial community composition and function. The degree to which the mycorrhizal type of dominant trees interacts with natural environmental gradients to influence belowground microbial communities is, however, unclear. Likewise, it is unknown if community-level mycorrhizal associations can influence the local microbial community encountered by an individual tree through spillover effects. To address these questions, we studied fungal communities from soil, roots, and leaf litter surrounding individual arbuscular (AM) and ectomycorrhizal (ECM) trees embedded in gradients of tree mycorrhizal dominance from three climatically distinct locations in the Adirondack Mountains, NY, USA. We found that dominant tree mycorrhizal types interact with site location to explain more variation in fungal community composition, richness, and function than specific soil properties, such as pH. This finding was consistent for all three sample types, but soil-associated fungi demonstrated the largest amount of explainable variation compared to root- and leaf litter-associated fungi. The relative abundance of plant pathogens was especially responsive to tree mycorrhizal dominance, increasing with AM dominance around individual AM trees but not around ECM trees in the same forests. These “mycorrhizal-spillover” effects on AM trees were also strongest in our warmest, driest site and weakest in our coolest, wettest site, indicating that the strength of mycorrhizal spillover is context-dependent in mixed-mycorrhizal forests.

Quantifying the Probability of Decline in Quality: Implications for Selection Management in Northern Hardwood Forests

Northern hardwoods are susceptible to a wide range of defects that can reduce the amount of sound wood with desirable qualities, such as the clear sapwood of sugar maple trees. Yet, the rate at which trees decline in quality due to the development of such defects has never been quantified in northern hardwood forests due to a dearth of repeat inventories that record the appearance of defects over time. As a result, it remains uncertain whether, and how, selection management reduces the probability of decline in quality. In this study, we quantify the rate at which trees decline in quality due to the development of defects, and we test several hypotheses regarding the influence of selection management on quality. Our results show that (1) the probability of decline in quality increases as trees grow larger; (2) crown dieback also increases the probability of decline in quality; (3) the probability of decline in quality is slightly lower in managed stands than in unmanaged stands, and (4) the probability of decline in quality increases with the mean annual temperature of the site. Finally, we combined our estimates of the probability of decline in quality with previous estimates of the probability of mortality to assess the overall risk associated with retaining trees of different species, sizes, and vigour profiles. The resulting metric can inform efforts to improve the management of northern hardwood forests by providing an integrated estimate of the risk that the value of a tree will be reduced, or eliminated, due to mortality or decline in quality.

Artificial tip-up mounds influence tree seedling composition in a managed northern hardwood forest

Silvicultural regeneration methods focus on manipulating the forest canopy, but success can depend on the use of site preparation to control competing vegetation, including the density of advance regeneration, and create suitable microsite conditions for germination and seedling establishment. Tip-up mounds are known to provide favorable conditions for some tree species, but the creation of tip-up mounds as a method of site preparation has scarcely been investigated. We assessed effects of artificial tip-up mounds on tree seedling composition across a gradient of regeneration methods and residual overstory densities 2–4 years post-implementation. We found that tree seedling communities on mounds in some treatments were compositionally distinct from untreated reference plots. However, no tree species exhibited a strong affinity for mounds when analyzed independently from the regeneration method, and much of the difference in composition was associated with lower dominance of maples ( Acer spp. L.) on mounds. As maples are strong competitors in forests regenerated with selection systems, reduced maple competition on artificial mounds could advantage desired under-represented species and aid in natural regeneration over time. Therefore, in stands where promoting tree species diversity is desirable, implementing artificial tip-up mounds as part of a long-term strategy may be beneficial.

Comprehensive Assessment of White-Tailed Deer Browse in the Presence of Beech Bark Disease at a Great Lakes National Park

In northern hardwood forests, white-tailed deer (Odocoileus virginianus) impact both tree regeneration and groundlayer composition, leading to a dominance of American beech (Fagus grandifolia), an unpalatable species, as well as a reduction of preferred groundlayer species. Deer become especially problematic in areas with beech bark disease, such as at Sleeping Bear Dunes National Lakeshore. We analyzed datasets from Sleeping Bear Dunes, collected in 2009 and 2018, to assess vegetation change in three management units: a mainland unit with a long history of deer occupancy, and two islands, one with high deer pressure and one with no known history of permanent deer presence. For each unit, we tested for change in species richness and mean coefficient of conservatism. We also examined the groundlayer, testing for change in indices of abundance and size of preferred and avoided species. Finally, we compared regeneration of palatable and unpalatable tree species. We found increased nonnative species richness, decreased number and abundance of preferred herbaceous species, as well as decreased height of a preferred species. We also detected increased sapling density of beech while that of palatable species declined. Our data provide further evidence of the impacts of white-tailed deer on the forest understory. Management goals should focus on maintaining deer densities at or below 5 deer km–2 in order to promote growth of the full suite of herbaceous species typical of the region and habitat and to allow adequate regeneration of the overstory.

Effect of Deer and Forest Edge on Understory Plant Communities

White-tailed deer (Odocoileus virginianus) impact the ecological integrity of eastern deciduous forests by modifying plant community composition and structure. Previous studies have shown that overabundant deer can negatively impact the recruitment and persistence of both woody and herbaceous plants. However, the strength and nature of these interactions can depend on habitat context. Forest edges provide favorable habitat for deer along with many introduced plant species, and have the potential to modify the nature of deer impacts. Here, we explore whether forest edges shape the impacts of deer on plant communities within the forest landscape. Specifically, we excluded deer, or, alternatively, allowed deer access, in plots along the edge and within the interior of two northern hardwood forests. Background deer abundance in these forests was approximately 6–12 individuals per km2. After eight years of exclusion, we surveyed plant communities within plots to assess the impacts of deer on plant community composition across the forested landscape. We found that the impacts of deer were robust across habitat context within the forest, with relatively weak impacts on cover and richness of both native and introduced species. Edge habitat, on the other hand, had strong impacts on cover of both native and introduced species, as well as woody and herbaceous species, but the magnitude of these impacts was variable across the two forest sites. This work suggests that deer can have modest impacts when at relatively low densities, and that these effects can be consistent across forest habitat types, while forest fragmentation and subsequent generation of edge habitat can be an important driver of composition in the forest understory.

Eight decades of compositional change in a managed northern hardwood landscape

We analyzed over 8 decades of change in forest composition (represented by species proportion of basal area) and size class from more than 400 permanent plots located on the Bartlett Experimental Forest in the White Mountains of New Hampshire. These data represent one of the longest-term landscape-scale records of forest change based on permanent plots in North America. We analyzed the plots based on elevation class, land type indicating assumed successional direction (grouped into coniferous and deciduous), and inventory period within managed and unmanaged portions of the forest. An ongoing shift from small- to large-diameter stems is clear across all species, in response to the overall aging of the forest following exploitative harvesting in the 19th century. Major compositional changes include a continuing decline in shade-intolerant species (paper birch and aspen), along with the mid-tolerant yellow birch. An increase in red maple abundance through the early 1990s has leveled off or reversed. Among shade-tolerant species, increases in beech and red spruce were largely consistent with assumed land type on unmanaged plots, but heavy marking against diseased beech on managed plots restricted increase of that species. Sugar maple declined in abundance except where silvicultural intervention helped maintain it. By contrast, eastern hemlock showed a continuing expansion at all elevations below 600 m. The data continue to show little or no evidence of upward migration of species, despite evidence of recent regional change in climate. However, the BEF is poised for substantial changes when emerald ash borer and hemlock woolly adelgid, both of which are known to infest nearby areas, do arrive.

Visual assessment of tree vigour in Canadian northern hardwood forests: The need for a simplified system

Northern hardwood forests include many degraded stands dominated by trees of low vigour due to past management. To facilitate the implementation of stand improvement, several classification systems have been developed to help tree markers visually assess tree vigour at time of harvest based on the presence of individual defects. Because very few studies have tried to empirically validate such systems, it remains uncertain whether many of these defects should be used to guide the tree marking process. In this study, we assess tree vigour using repeated measurements collected as part of long-term silvicultural trials conducted in 615 permanent plots throughout the northern hardwood forest of Quebec, Canada. We aimed to determine whether the defects that are commonly used for classification have a significant effect on both growth and survival over three decades, using 9,338 sugar maple and 1,316 yellow birch trees. We also conducted a retrospective analysis to quantify the rate at which vigorous trees develop defects. Our results confirmed that crown dieback is by far the best indicator of vigour for both sugar maple and yellow birch trees. Conversely, our results revealed that stem defects did not contribute much to explaining the variation in vigour, except for the presence of cankers and fungi, which had modest effects. Consequently, stem defects should not be used as the main indicators of tree vigour, and existing classification systems should be simplified by reducing the number of stem defects under consideration for this purpose. Lastly, our results showed that the rate that vigorous trees develop defects increased with increasing diameter, more so than the probability of surviving. Thus, assessing the risk of retaining large trees should not only be based on survival, but also on the risk of developing defects that reduce the growth and value of trees.

Tree variability limits the detection of nutrient treatment effects on sap flux density in a northern hardwood forest.

The influence of nutrient availability on transpiration is not well understood, in spite of the importance of transpiration to forest water budgets. Soil nutrients have the potential to affect tree water use through indirect effects on leaf area or stomatal conductance. For example, following addition of calcium silicate to a watershed at Hubbard Brook, in New Hampshire, streamflow was reduced for 3 years, which was attributed to a 25% increase in evapotranspiration associated with increased foliar production. The first objective of this study was to quantify the effect of nutrient availability on sap flux density in a nitrogen, phosphorus, and calcium addition experiment in New Hampshire in which tree diameter growth, foliar chemistry, and soil nutrient availability had responded to treatments. We measured sap flux density in American beech (Fagus grandifolia, Ehr.), red maple (Acer rubrum L.), sugar maple (Acer saccharum Marsh.), white birch (Betula papyrifera Marsh.), or yellow birch (Betula alleghaniensis Britton.) trees, over five years of experiments in five stands distributed across three sites. In 2018, 3 years after a calcium silicate addition, sap flux density averaged 36% higher in trees in the treatment than the control plot, but this effect was not very significant (p = 0.07). Our second objective was to determine whether this failure to detect effects with greater statistical confidence was due to small effect sizes or high variability among trees. We found that tree-to-tree variability was high, with coefficients of variation averaging 39% within treatment plots. Depending on the species and year of the study, the minimum difference in sap flux density detectable with our observed variability ranged from 46% to 352%, for a simple ANOVA. We analyzed other studies reported in the literature that compared tree water use among species or treatments and found detectable differences ranging from 16% to 78%. Future sap flux density studies could benefit from power analyses to guide sampling intensity. Including pretreatment data, in the case of manipulative studies, would also increase statistical power.

Evidence for P limitation in eight northern hardwood stands: Foliar concentrations and resorption by three tree species in a factorial N by P addition experiment

Nitrogen and phosphorus, alone or in combination, are the nutrients most often limiting to plants. Resorption is one way plants conserve nutrients, thereby reducing dependence on nutrient uptake from soil. We investigated foliar nutrient concentrations, ratios, and resorption in three northern hardwood species growing in eight stands across three sites and in two age classes as part of a long-term N × P factorial fertilization experiment. We found that neither P nor N addition affected N resorption, but trees in plots receiving P addition exhibited lower P resorption. Foliar N:P ratios often indicated P limitation in the control and N plots, but co-limitation by N and P in plots where P was added, alone or with N. Green leaf N and P concentrations and P resorption were highest at the site with the highest N availability and intermediate P availability. Though these stands are in a region where trees are commonly assumed to be N limited, we found numerous indications of P limitation in these stands, as well as site and species differences in resorption proficiency and efficiency.

Growth trends and environmental drivers of major tree species of the northern hardwood forest of eastern North America

The future health and productivity of tree species in the northern hardwood forest of eastern North America are uncertain considering changes in climate and pollution loading there. To better understand the trajectory of the northern hardwood forest, we studied the growth of three tree species emblematic of it: sugar maple (Acer saccharum Marsh), American beech (Fagus grandifolia Ehrh.), and yellow birch (Betula alleghaniensis Britton), plus a fourth species, red maple (Acer rubrum L.), whose abundance has increased in the region. We also analyzed the link between growth and several factors for 690 trees in 45 plots throughout Vermont, USA: tree age and size, site elevation, and climate and acid deposition variables. Throughout their chronologies (1945–2014), all four species exhibited increasing growth followed by plateaued growth indicative of a maturing forest. For all species, summer moisture was positively correlated with growth, summer temperature was negatively associated with growth, and winter moisture or snow were positively correlated with growth. This last association was expected for sugar maple. However, our data suggest that winter snowpack may be more broadly relevant in sustaining tree growth in a region where snow has historically insulated the soil from freezing that can damage roots and lead to reduced aboveground growth. Measures of pollution deposition were also correlated with growth for all species except American beech—a species with documented tolerance to pollutant inputs. Of the four species studied, red maple had the fewest associations with environmental variables, which suggests that it may be less susceptible to growth reductions as the climate changes.

Species and physiographic factors drive Indian cucumber root and Canada mayflower plant chemistry: Implications for white-tailed deer forage quality

Nutrition is fundamental to white-tailed deer (Odocoileus virginianus) management given its relationship to habitat carrying capacity and population productivity. Ecological Sites (ESs) are a United States federal landscape management unit of specific land potential due to unique soils, topography, climate, parent material, and perhaps deer forage nutritional value. We present results of a study that extends the use of ESs to inform white-tailed deer management by evaluating indicator plant chemistry in two spring forb species, Indian cucumber root (Medeola virginiana) and Canada mayflower (Maianthemum canadense), across the northcentral Appalachians. We sampled spring forbs and underlying soils across two ESs: Dry, upland, oak–maple–hemlock hardwood forest (OMH) and Deep soil, high slope, northern hardwood forests (NHF). Plant elemental content, soil pH, and site aspect, slope and elevation were measured. Our results show that forb chemistry differs between species and within a species geographically. Indian cucumber root, as compared to Canada mayflower, has significantly higher Mg, Na, Cu, Fe, and Zn, and lower Mn. Canada mayflower in the NHF ES, versus OMH ES, was found to have significantly higher K, Mn, and B. Indian cucumber root in the NHF ES, versus the OMH ES, was found to have significantly higher Mg, Al, Fe, and Ca:P ratio but lower K. Linear discriminant analysis shows that plant tissue Mn was the best discriminator between species, and between ESs, Canada mayflower plant tissue Mn and Indian cucumber plant tissue P, K, Ca, Mg and Mn were best discriminators. Given that nutrition determines habitat carrying capacity, differences in forage nutrition between ESs may have different potentials to support deer. Forage nutrition is an important aspect of deer habitat conditions and carrying capacity, thus ESs are likely to support deer populations with different growth potential, which means that even if the same plant species occur in different ESs their nutritional value to deer may differ.

The 2014 Crum Workshop: Bryophytes of the Allegheny Highlands of West Virginia

We inventoried bryophytes in Canaan Valley and Blackwater Falls State Resort Parks and in Dolly Sods Wilderness (Monongahela National Forest) during the four-day Crum Workshop. We found a total of 170 species with 140 mosses and 30 liverworts (including collections made before and after the Workshop) on Pottsville sandstone, Greenbrier limestone, and organic substrates in red spruce (Picea rubens)-northern hardwood forests and Sphagnum-dominated fens. About 84% of the species have very broad distributions (63% northern Northern Hemisphere, 21% wide - ranging to the southern Southern Hemisphere), whereas 16% are endemic to the Americas. Five state records include two circumpolar-montane species (Plagiothecium nemorale and Philonotis capillaris), two North American endemics (Brachythecium falcatum and Orthotrichum parvulum), and one globally wide species (Campylopus flexuosus). This was the second Appalachian report for the disjunctive, suboceanic, temperate moss C. flexuosus.

Assessing stream temperature response and recovery for different harvesting systems in northern hardwood forests using 40 years of spot measurements

AbstractStream temperature is a critical control on aquatic habitat and a key forest management concern in many jurisdictions. Most research on stream temperature response to forest harvesting is from coniferous forests in rain‐dominated watersheds and focused on the first few years following harvesting. In contrast, we know less about the harvesting impacts on stream temperature for silviculture approaches typically used in northern hardwood forests that are influenced by snow. We addressed this knowledge gap by using four decades (1980 to 2020) of spot water temperature measurements recorded at three treatment and two reference catchments (areas 4.5 to 69 ha) as part of a long‐term water quality monitoring programme at the Turkey Lakes Watershed study near the eastern shores of Lake Superior. We were able to control for diel and seasonal biases in the spot temperature measurements and found that clearcut harvesting showed a summer temperature increase that persisted for 5 to 7 years after harvesting. Shelterwood and selection harvest did not exhibit a detectable change in stream temperature. These responses are consistent with observed changes in forest canopy through time and between harvesting approaches. In addition, the stream temperature responses were likely muted due to the streams being short and characterized by intermittent flow conditions, as well as the potential moderating influence of increased subsurface runoff following harvesting. Our results highlight how insights can be extracted from routine water quality programmes that were hitherto unrecognized.

Northern hardwoods seedlings respond to a complex of environmental factors when deer herbivory is limited

Deer herbivory has a reputation for suppressing tree seedling development in Northern hardwood forests. We examined survival and growth of sugar maple (Acer saccharum) and ash (Fraxinus spp.) seedlings in a controlled factorial experiment with differing light conditions and levels of deer access in a Northern hardwoods forest in Wisconsin, USA. Measurements were made in ∼380 m3 harvest gaps, in transition zones adjacent to gaps, and under closed canopy conditions, both inside and outside of deer exclosures. Browse incidence was initially greater in unfenced treatments, but a general decline through time eliminated this difference. Seven-year survival of both species groups was correlated positively with initial root collar diameter (RCD) and was greater in transition zones. Ash seedling survival was greater in plots with greater overall seedling aggregate height. Soils were primarily differentiated by available nitrogen, which positively influenced height growth of sugar maple in transition zones but did not influence ash growth. Although sugar maple height growth was correlated positively with initial RCD, greater initial height reduced growth rates, both as a simple effect (sugar maple) and in combination with initial RCD (ash). Ash growth correlated negatively with seedling aggregate height in gaps but was unaffected in transition or canopy zones. Allometric coefficients of RCD:height indicated some influence of deer herbivory which was not detected in other analyses. Coefficient values trended downward from year 2 to year 9, but wide confidence intervals limit the value of this metric as an indicator of seedling community resilience with regard to deer.

Modeled Vegetation Community Trajectories: Effects from Climate Change, Atmospheric Nitrogen Deposition, and Soil Acidification Recovery.

Forest understory plant communities in the United States harbor most of the vegetation diversity of forests and are often sensitive to changes in climate and atmospheric deposition of nitrogen (N). As temperature increases from human-caused climate change and soils recover from long term atmospheric deposition of N and sulfur (S), it is unclear how these important ecosystem components will respond. We used the newly developed US-PROPS model - based on species response functions for over 1,500 species - to evaluate the potential impacts of atmospheric N deposition and climate change on species occurrence probability for a case study in the forested ecosystems of the Great Smoky Mountains National Park (GRSM), an iconic park in the southeastern United States. We evaluated six future scenarios from various combinations of two potential recoveries of soil pH (no change, +0.5 pH units) and three climate futures (no change, +1.5, +3.0 deg C). Species critical loads (CLs) of N deposition and projected responses for each scenario were determined. Critical loads were estimated to be low (< 2 kg N/ha/yr) to protect all species under current and expected future conditions across broad regions of GRSM and these CLs were exceeded at large spatial extents among scenarios. Northern hardwood, yellow pine, and chestnut oak forests were among the most N-sensitive vegetation map classes found within GRSM. Potential future air temperature conditions generally led to decreases in the maximum occurrence probability for species. Therefore, CLs were considered "unattainable" in these situations because the specified level of protection used for CL determination (i.e., maximum occurrence probability under ambient conditions) was not attainable. Although some species showed decreases in maximum occurrence probability with simulated increases in soil pH, most species were favored by increased pH. The importance of our study is rooted in the methodology described here for establishing regional CLs and for evaluating future conditions, which is transferable to other national parks in the U.S. and in Europe where the original PROPS model was developed.

Restoring a keystone tree species for the future: American chestnut assisted migration plantings in an adaptive silviculture experiment

Species ranges are forecast to change in response to warming temperatures and altered precipitation patterns, yet tree migration rates fail to track the pace of climate change. In anticipation of these changes, various forest adaptation management strategies have been broadly proposed, including intentionally modifying species composition via assisted migration of future climate adapted species. Despite the potential utility of these adaptation measures, practical evaluations are limited, particularly those applied to meet other ecological objectives such as supporting vulnerable, underrepresented, or degraded populations of foundational species. In this study, we examined the 4-year seedling survival and morpho-physiological response of American chestnut (Castanea dentata (Marsh.) Borkh.; n = 959 seeds sown), a functionally extirpated species. American chestnuts were grown within sixteen replicated 0.1 and 0.4 ha harvest gaps as part of a 160 ha co-developed (manager-scientist designed), operational-scale silvicultural trial (conditions of sufficient scope to be representative of commercial forest operations) in a northern-hardwood forest in the northeastern US. Chestnut restoration and migration potential (e.g., survival, absolute and relative growth rates, photosynthetic capacity) was assessed against the biophysical controls exerted on seedlings (e.g., understory competition, injury associated with browse and extreme cold winter temperatures) and in comparison to seedlings planted from eight other tree species (n = 480 planted per species) identified for assisted migration. Our results show the performance of American chestnut seedlings is controlled by the strength of local competition (odds of survival increased 2.6 times between four understory competition classes, p < 0.001) and cumulative winter shoot injury (relative growth in aboveground biomass adjusted for injury R2 = -0.85, p < 0.001) associated with cold intolerance likely linked to northward movement of chestnut seedlings transferred outside of their parental range. Still, the combined survival-growth response for American chestnuts ranked among the highest (2nd out of 6 possible rankings) relative to the other species tested, and even outperformed other comparable assisted migration species introduced from outside of their parental range. The implications of these findings highlight the potential for American chestnut plantings to be incorporated within both restoration and broader climate adaptation frameworks. Despite these promising outcomes, important biophysical (e.g., vegetative competition, harvest treatment, and variability in insulative snowpack) and climatic barriers for the reestablishment of this species remain. Given the paucity of reproductively viable American chestnuts or disease resistant breeding programs along northern range limits, this may generate a reliance on plant material obtained from outside of historically recognized safe transfer distances; however, increasingly shifting climate and species ranges may lead to better climate matches in the long term. Nevertheless, the broader applicability of this work illustrates the potential for cultural and ecological keystone species restoration efforts to be incorporated within climate adaptation frameworks to assist in the establishment of compositionally diverse and future climate-adapted forests.