In the previous post, we talked about spatial patterning in older forests and why it’s important.  In a nutshell, older trees in older forests that historically experienced frequent fire are often arranged in highly variable mixtures of clumps, individuals and openings, rather than in uniform stands of evenly spaced trees.  These spatial patterns can have a significant influence on fire behavior, the growth and diversity of trees and understory vegetation, wildlife habitat, interception and retention of rainfall and snow, and many other forest ecosystem processes.  If you’re interested in creating more fire-resistant forests, in regenerating shade intolerant species like pine and oaks, and in increasing overall plant and wildlife diversity, spatial patterning is something you may want to think about. In this article, we’ll look first at how complex spatial patterns develop in “natural,” unmanaged forests, and then talk briefly about how and why they might be encouraged or emulated in managed forests.  In particular, can we emulate the developmental processes that create spatial patterning in older forests earlier in the the life of a stand?  If so, what are they?

Development of spatial patterns

In western forests, fire is a major driver of spatial patterning.  Fire behavior is influenced by fuels, weather and topography, and these factors combine in endless ways to create spatial variability.  Historically, many dry forests experienced frequent light surface fires that mostly underburned, killing smaller trees and leaving larger trees intact.  Here and there small patches of trees killed by bark beetles or root disease would flare up, resulting in the creation of canopy gaps.  Such forests often contained a mosaic of clumps, randomly arranged individual trees and small openings.  Forests that were a bit wetter or cooler, or both, often experienced a mix of surface fire and higher intensity fire, typically resulting in larger patches of fire-killed trees and hence, larger openings.

Tiller

 

Fire-killed patch of trees creating opening.  Tiller complex fire 2002, photographed 2012.

 

 

 

 

 

 

Bark beetles, root disease and windthrow often kill small patches of trees and create openings of variable sizes and shapes.  Frequently these disturbances interact with each other and with fire to create and maintain complex spatial patterns. For example, a small patch of beetle- or root disease-killed trees is a good candidate for blowdown in a windstorm, or is an area of heavy fuels to be consumed in the next wildfire.  Over time, with frequent fire, new gaps are created and old ones fill in, creating a mosaic of small patches with considerable diversity in the sizes and ages of clumps and gaps.

Black Hills beetle-killed pine

 

Patch of beetle-killed trees, destined to become a canopy gap.

 

 

 

 

 

How often have you seen a clump of three or more large trees growing together?  Was there a good seedbed in that very spot many decades or hundreds of years ago, while the surrounding area was covered in brush?  Or is the clump simply the result of random distribution of tree seeds many years ago?  Who knows, but studies of natural regeneration show quite a bit of variability in the distribution of tree seedlings after wildfire, variability that results in spatially complex forests down the road.

Soils also play an important role in spatial patterning.  Sometimes openings are found in forests where there are patches of soil that are particularly shallow and don’t support much tree growth, or there are variations in soil texture, with some soils supporting primarily grasses and other soils more favorable for tree growth.

Living stump

 

 

“Living stump” illustrates below-ground connection of trees via root-grafting.  Although the tree on left’s life support mechanisms above ground were eliminated, sufficient resources were supplied below ground to heal over a major wound.

 

 

 

 

 

We typically think of trees as individual organisms, but a growing body of evidence suggests that trees are connected below ground.  One familiar example of this is the “living stumps” that result from root grafting.  Recent research has shown that clumps of trees may be interconnected underground via fungal hyphae, facilitating the exchange of nutrients, carbon, and water.  In a study of a dry Douglas-fir forest in British Columbia, researchers created a map of one such belowground network.  One of the trees on their study site was linked to 47 other trees!  If trees are indeed linked below ground and share resources, trees growing together in clumps could be thought of, in a sense, as cooperators as much as competitors.  This is more likely the case in older stands of trees than in young forests.  However, much more research is needed before we can draw any firm conclusions about the degree of competition versus resource sharing among trees in older forests.

To summarize, fire, insects, disease, soils, regeneration processes, and underground linkages  interact to produce spatially complex forests.  And while some spatial patterns may be semi-permanent (such as those due to soils), in most cases they change over time.  An opening fills with trees, while fire or root disease creates a new opening somewhere else.  A fire thins out a clump of trees, while a group of younger trees grows and develops interlocking crowns, forming a new clump.  Change is the rule.

Increasing spatial complexity in managed stands

Let’s say you’re managing a forest with primarily younger (<40 years) or middle aged (40-100 year old) trees.  The forest regenerated naturally (i.e., was not planted), was logged one or more times in the past, and is fairly dense.  Trees are not evenly spaced but there are not many gaps or openings and few obvious clumps.  This describes the condition of many small woodland forests in southern Oregon.

One simple way of increasing spatial complexity in such forests is through thinning for quality and vigor.  The basic idea is to focus on retention of healthy, vigorous trees and without getting too hung up on tree spacing.  That’s not to say density management is unimportant, but adhering rigidly to a pre-determined spacing rules (e.g., 15’ x 15’) in thinning could lead you to cut a healthy, high quality tree in favor of a less vigorous, low quality tree.  Fixed spacing works best in plantations where the trees are already pretty uniformly spaced; for natural stands where trees are variably spaced, a more flexible approach makes sense.  Just retaining the best trees, even when they are spaced close together, will increase the spatial variability or complexity of your stand.  It also will likely improve growth individual tree growth rates, vigor, and resistance to pests and drought.

Variable density thinning

 

Stand thinned to retain more vigorous trees, accentuating natural clumpiness and small canopy gaps.

 

 

 

 

 

Taking it to the next level, you could deliberately seek to create gaps and openings while retaining tree clumps or promoting clumpiness.  Why would you do this?  Here are four possible reasons among many:

1) Canopy gaps and openings provide opportunities for regeneration of shade-intolerant species and maintenance of early successional vegetation;

2) These openings break up contiguous fuels layers which contribute to high severity fire;

3) Spatial diversity contributes to habitat diversity, e.g., through creation of edge habitat and promoting the development of patches of early successional vegetation; and

4) Vertical canopy diversity (multi-story stand structure), an important feature of older forests,  can still be provided, but by separating groups by their canopy strata.

OK, so you want some gaps and clumps.  Figuring out suitable targets is a big challenge:  How many gaps?  How big are they?  What shape are they?  How many clumps?  How many trees in clumps?  What is the desired density?   And so forth…. One approach is to use reference conditions, that is, the historic density, amount and distribution of gaps and clumps.  Determining reference conditions for an individual site is very challenging, but research in progress in southern Oregon will begin to provide reference condition information for Klamath-Siskiyou forests in the near future.  Another approach is to “work with what you’ve got” moving toward increased spatial complexity without necessarily having a specific target in mind.  “Variable density thinning” is a good approach for this, and is the topic of the next post in this series.

All this is not to say that there’s something wrong with uniform, spatially simple stands.  If timber production is your main objective, it probably makes sense to have a stand of relatively evenly spaced trees.  That way, trees occupy all or nearly all of the growing space and overall stand growth is maximized.   Forests of evenly spaced trees also can be pretty fire-resistant if there are not a lot of surface and ladder fuels.  As always, what type of stand structure is “best” depends a lot on your objectives.

Tree Spatial Patterns in Forests Part I: What they are and why they are important

Tree spatial patterning – the distribution and spatial arrangement of trees in forests – is a hot topic in the forest restoration world.  Researchers have been looking at the structure and arrangement of trees in old growth forests that experienced frequent fire in the past, from the giant sequoias of the Sierra Nevada to ponderosa pine in central Oregon.  What they’ve found is that older trees in these forests are typically not uniformly or evenly spaced, but instead occur in very complex, spatially heterogeneous (variable) patterns.  Why is this important?  It turns out that spatial patterning has significant implications for all kinds of processes in the forest, from wildfire to tree regeneration.  Since recent studies have found that fire was historically frequent in southern Oregon forests, it seems like this is something worth paying attention to.

What kinds of spatial patterns are we talking about?

Recent research (Larson and Churchill 2012) has described spatial patterning in terms of clumps, individuals, and openings.

A clump is a group of trees of similar age with interlocking crowns.  The photos at left and below show a clump of fire-scarred giant sequoias and a clump of three ponderosa pines in the Trail Creek watershed near Shady Cove.

seq   Trail pine

 

 

 

 

 

 

 

Individuals are trees whose branches don’t touch.  In older forests, these trees are often distributed in a random or irregular pattern.

Then there are openings.  These are gaps in the forest canopy that are not occupied by overstory tree crowns.  Openings may be filled with smaller trees, shrubs, grass or all three, or may be simply unoccupied by vegetation.  (Side note: Gaps are small openings in the canopy where, although there is a gap in the canopy, the opening is small enough to be fully occupied by roots of the surrounding trees.  True openings are large enough so the openings are not occupied by overstory tree roots.) Below are photos of openings or gaps.

gp  openingpipo central Or

 

 

 

 

 

 

 

 

If you look at a stem map or aerial photo of an older forest, you will often see a mosaic of these three elements: clumps, individuals and openings.  The overall pattern is often highly variable and complex.

Trail stem map

 

Stem map of older trees (>120 years) in stand in the Trail Creek watershed, northern Jackson County, Oregon.  Dots are tree stems and shaded areas are tree crowns.  Dots without shading are snags.

 

 

 

 

 

Significance of tree spatial patterns

So why are tree spatial patterns important?  One reason has to do with the openings between individual trees and tree clumps.  Openings provide opportunities for regeneration of light-demanding plants, from pine seedlings, to shrubs and grasses that might otherwise not develop in denser forests.  As a result, forests with openings will usually have more overall plant diversity than those without them, and cover of shrubs and herbaceous vegetation may be higher.  From a wildlife perspective, a mix of openings and tree clumps usually provides more habitat niches than a uniform stand of evenly-spaced trees.  Canopy gaps and openings intercept and transpire less precipitation and can result in greater snow retention.  Openings between tree clumps may also impede the spread of pathogens, such as dwarf mistletoe.

pine regen

 

Openings provide opportunities for optimal regeneration of pines and other shade intolerant species

 

 

 

 

 

Do spatially complex forests increase fire-resistance?

While much of the focus in fuels reduction to date has been on creating “vertical discontinuities” in fuels (reducing ladder fuels and increasing the height to the base of the live crown), creating “horizontal discontinuities” in the form of small openings between tree crowns also may be beneficial.  The reason is simply that these gaps may inhibit the spread of fires from tree crown to tree crown.  There is evidence that spatially complex stands consisting of a mosaic of clumps, individual trees and openings are more fire-resistant – able to survive a wildfire – than spatially homogeneous stands.

beaver pinery

 

Photo by Carl Skinner from North, M et. al, 2009.  An Ecosystem management Strategy for Sierran Mixed-Conifer Forests.  USDA Forest Service: Pacific Southwest Research Station.  General Technical Report PSW-GTR-220. 

 

 

 

 

 

As an example, the Beaver Creek pinery in northern California (pictured above) has experienced little fire suppression and fuels buildup and could be considered a present-day example of a spatially complex, older forest under the influence of frequent fire.*  Note the heterogeneous pattern of tree patches (clumps), individual trees, and openings, some relatively bare and some occupied by brush or small trees.  Imagine a fire running through this forest.  Since there are gaps in the tree canopy, the fire might have a difficult time spreading from tree crown to tree crown, resulting in lower overall severity.  Some tree patches might flare up, resulting in mortality in those patches and ultimately, new openings in the canopy.  Likewise, the fire would likely skip some patches with smaller trees, allowing them to grow into mature tree patches.  Over time, the interplay of frequent fire and the existing patchy structure would result in a fine-grained, shifting mosaic of tree patches and openings.

In a future post, we’ll look at how complex spatial patterns develop in forests through mechanisms such as fire, bug attack, diseases, and other process, as well as timber harvest.  And we’ll consider the questions, Should we seek to emulate historic spatial patterns in our management? If so, how?

*Photo and story based on material in North et al, 2009.  An Ecosystem Management Strategy for Sierran Mixed-Conifer Forests.  USDA Forest Service PSW-GTR-220.