Color profile: Disabled Composite Default screen 1794 Foliage and stand growth responses of semimature lodgepole pine to thinning and fertilization Richard C. Yang Abstract: The aim of this study was to quantify the interactive response of lodgepole pine (Pinus contorta Dougl. var. latifolia Engelm.) to thinning and nitrogen (N) fertilization in midrotation stands by assessing foliar and stand growth response relationships and determining the optimum fertilizer regime. The experiment design was a factorial arrangement of treatments with two thinning intensities (thinned and unthinned control) and four N levels (0, 180, 360, and 540 kg·ha–1). Foliage was sampled annually from trees in buffers for 4 years following treatment and plot trees measured at a 5-year interval. Results indicated that the effect of fertilization on fascicle length and needle dry mass disappeared 2 years after N treatment, while thinning effects on foliage emerged 3 years after fertilization. Both first year fascicle length and dry mass were reliable predictors (r2 = 0.87 and 0.82, respectively) of subsequent stand volume growth. Applications of N at 360 kg·ha–1 to thinned and unthinned plots, respectively, improved 10-year periodic height increment by 20 and 19%, diameter at breast height by 29 and 34%, basal area by 21 and 36%, and total volume by 25 and 28%. Fertilization of N at this level appears to be optimal based on foliar and mensurational responses. High N loadings increased tree mortality and accelerated stand development and so it could be advantageously used as a tool for managing overstocked stands. Résumé : Cette étude visait à quantifier la réaction combinée du pin lodgepole (Pinus contorta Dougl. var. latifolia Engelm.) à une éclaircie et à la fertilisation azotée dans des peuplements rendus à mi-révolution en évaluant les relations entre la croissance foliaire et la croissance du peuplement et en déterminant le régime de fertilisation optimal. Les traitements comprenaient deux intensités d’éclaircie (éclairci et témoin non éclairci) et quatre niveaux d’azote (0, 180, 360 et 540 kg·ha–1) dans un dispositif factoriel. Le feuillage a été échantillonné annuellement sur des arbres des zones tampons pendant 4 ans après les traitements et à 5 ans d’intervalle sur les arbres situés à l’intérieur des parcelles. Les résultats ont montré que l’effet de la fertilisation sur la longueur des fascicules et la masse sèche des aiguilles disparaissait 2 ans après la fertilisation azotée tandis que l’effet de l’éclaircie sur le feuillage commençait à se faire sentir 3 ans après la fertilisation. On pouvait se fier sur la longueur et la masse sèche des fascicules après 1 an pour prédire la croissance subséquente en volume du peuplement (r2 = 0,87 et 0,82, respectivement). L’application de 360 kg·ha–1 d’azote dans les parcelles éclaircies et non éclaircies a augmenté l’accroissement en hauteur sur une période de 10 ans de 20 et 19%, le diamètre à hauteur de poitrine de 29 et 34%, la surface terrière de 21 et 36% et le volume total de 25 et 28%, respectivement. Ce taux de fertilisation azotée semble optimal sur la base de la réaction du feuillage et des mesures de croissance. Des apports importants d’azote ont augmenté la mortalité des arbres et accéléré le développement du peuplement et pourraient donc avantageusement servir d’outil pour aménager les peuplements trop denses. [Traduit par la rédaction] Yang 1804 Lodgepole pine (Pinus contorta Dougl. var. latifolia Engelm.), one of the most widespread conifers in Canada and the western United States, occupies 22% of the total forest land in western Canada. This species grows under a variety of site conditions, but extensive, seral stands are most commonly associated with relatively dry, nutrient-poor sites (Wheeler and Critchfield 1985). On these sites, lodgepole pine often regenerates densely following natural or human disturbance. Because of the overdense regeneration, density controls via juvenile spacing or commercial thinning are freReceived February 2, 1998. Accepted September 9, 1998. R.C. Yang. Canadian Forest Service, Northern Forestry Centre, 5320 122nd Street, Edmonton AB T6H 3S5, Canada. e-mail: [email protected] Can. J. For. Res. 28: 1794–1804 (1998) I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:36:31 PM quently prescribed for managing this species. Thinning, in addition to increasing growing space, results in reduced evapotranspiration and water stress, heavier snow accumulation (more moisture), earlier thawing of frozen soil, and a prolonged period of decomposition and root activity in the forest floor (Goodell 1952). By creating favourable environments for physiological activities, thinning exerts a longterm effect on stand development. The extensive autecological association of lodgepole pine with nutrient-poor sites suggests that amelioration of nutrient status through fertilization is an alternative to thinning for stimulating stand growth. Favourable growth responses of lodgepole pine to fertilization have been documented (Cochran 1975, 1979; Yang 1985a, 1985b; Weetman et al. 1988; Brockley 1989, 1990, 1995; Brockley and Sheran 1994, Preston and Mead 1994). Results from these studies clearly indicate that nitrogen (N) is the element that most © 1998 NRC Canada Color profile: Disabled Composite Default screen 171.18; 123.55; 179.32; 178.42; 112.62; 110.58; 107.63; 88.18; 202.97; 194.52; 211.92; 224.71; 139.85; 132.81; 135.21; 134.93; Note: Data are presented in the order mean; minimum; maximum. Values are based on nine replicates of each treatment combination. 9.83; 9.52; 10.40; 9.01; 12.31; 12.41; 12.13; 11.98; 7.51; 6.11; 8.65; 6.76; 10.99; 11.35; 10.70; 10.12; 11.53 11.37 11.23 10.79 13.36 14.07 13.39 13.36 12.98; 12.68; 13.07; 12.80; 13.01; 13.05; 12.52; 12.92; 12.10; 9.84; 12.08; 10.98; 11.86; 12.58; 11.56; 12.10; 14.44 14.26 14.06 14.02 14.22 14.72 13.40 13.95 40.70; 40.19; 40.86; 44.05; 26.45; 25.62; 26.20; 25.91; 33.70; 32.36; 33.45; 38.42; 22.09; 22.10; 21.51; 17.81; 46.65 51.20 52.93 49.08 30.05 32.53 30.88 31.14 Total volume (m3·ha–1) Basal area (m2·ha–1) Height (m) DBH (cm) 7956 9493 5947 9293 2406 2206 2273 2474 3276; 3543; 3008; 4947; 2005; 1605; 1872; 1939; 4985; 5393; 4375; 6351; 2132; 2028; 2161; 2198; 0 180 360 540 0 180 360 540 The experiment was a randomized complete block design with factorial arrangement of treatments. Nine 60 × 80 m blocks were subdivided into two sub-blocks, each consisting of four 9.5 m radius circular plots. A 6.9 m radius inner plot was established concentrically inside the 9.5-m plot. Interplot centres were 20 m apart leaving a minimum 5-m buffer zone between plots to prevent movement of N between plots. Thinning was randomly assigned to a sub-block within each block. Experience from other spacing and thinning studies suggested that 2000 stems/ha was probably an optimum stocking for lodgepole pine in this region (Yang 1991). Prior to thinning, all trees on the 9.5 m radius plot were first tallied by diameter; trees to be thinned were selected based on vigour and spacing between neighbouring crop trees. Plots were thinned with chainsaws during Unthinned Unthinned Unthinned Unthinned Thinned Thinned Thinned Thinned Experimental design Stems/ha The study area was located about 50 km southeast of Hinton, Alta. (53°25′N, 117°34′W), on the Weldwood of Canada Limited (Hinton Division) Forest Management Area. Forests in this area were within the Lower Foothills Section (B. 19a) of the Boreal Forest Region (Rowe 1972). A densely stocked 40-year-old lodgepole pine stand of fire origin on Mercoal soil series (Dumanski et al. 1972) was selected. A dense ground cover consisted of Labrador tea (Ledum groenlandicum Oeder), bearberry (Arctostaphylos uva-ursi Spreng), bunchberry (Cornus canadensis L.), and fireweed (Epilobium angustifolium L.). The ecological association of this area was described as Pinus contorta – Picea mariana/Ledum groenlandicum/Pleurozium schreberi (Pl-Sb/Ledum/Pleurozium) (Corns and Annas 1986; Beckingham et al. 1996). Topography ranged from level to undulating (4–11% slope). The soil was a well-drained Orthic Gray Luvisol developed on medium-textured Cordilleran till. N applied (kg·ha–1) Study area Table 1. Initial density, diameter at breast height (DBH), height, basal area, and total volume by treatment combinations. limits the growth of lodgepole pine. The responsiveness of this species to N fertilizer may reflect low rates of N supply resulting from erosion of the ecosystem N capital by repeated fire disturbances on sites where this species naturally occurs. In a previous study, Yang (1985a, 1985b) reported that fertilization of lodgepole pine improved stand growth and productivity in 30- and 70-year-old stands on two soils in west-central Alberta. The study in the 30-year stands showed improved diameter and volume growth following N, phosphorus (P), and sulphur (S) applications; however, fertilization effects were obscured by a high and variable mortality associated with the excessive stand density commonly found in fire-regenerated stands of this species. It was concluded that density control was required to accurately assess fertilization effects on semimature lodgepole pine stands. A study aimed to quantify the interactive response to thinning and N fertilizer in a midrotation stand was initiated in 1984 with the following objectives: (i) to ascertain semimature lodgepole pine foliage response to combined thinning and fertilization treatments and relationships between foliar response and subsequent stand growth; (ii) to assess the effects of fertilization and thinning (singly or in combination) on growth and mortality; and (iii) to determine the optimum fertilizer regime for lodgepole pine on the soil type studied. 1795 239.35 256.04 279.49 263.19 164.22 174.99 163.30 161.88 Yang © 1998 NRC Canada I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:36:32 PM Color profile: Disabled Composite Default screen 1796 Can. J. For. Res. Vol. 28, 1998 Table 2. Estimated parameters of height–diameter curves for thinning and fertilization treatments. Unthinned Unthinned Unthinned Unthinned Thinned Thinned Thinned Thinned Estimated parametera N applied (kg·ha–1) No. of samples a b c MSEb 0 180 360 540 0 180 360 540 118 115 104 103 112 107 106 99 14.6281 15.9253 15.5884 15.0536 14.6341 15.9730 14.8010 14.4315 0.1195 0.1309 0.1137 0.1289 0.1161 0.1074 0.1129 0.1167 0.8779 1.5544 1.0728 1.0480 0.8607 1.1762 0.9497 0.8629 1.2609 1.0771 1.0341 1.1210 0.7263 0.8034 0.7567 1.0362 a Function formula: H = 1.3 + a[1 – exp (–bD)]c, where H is total tree height (m), D is diameter at breast height outside bark (cm), and a, b, and c are coefficients to be estimated. b MSE, Mean squared error. the summer of 1984 to reduce stand basal area to 26 m2·ha–1 or approximately 2100 stems/ha (Table 1). Following thinning, crop trees within the 6.9 m radius were tagged, and diameter at breast height outside bark (DBH) was recorded. Additionally, the height of 10 dominant or codominant trees on each plot was measured and used to determine volume and assess height–diameter relationships following treatment. Nitrogen as ammonium nitrate was applied at four levels: 0, 180, 360, and 540 kg·ha–1. Treatments were randomly assigned to plots within the half block. In addition to N, 40 kg·ha–1 of P as ammonium phosphate, and S as ammonium sulphate were applied separately to each fertilized plot. Fertilizers were manually applied to the 9.5 m radius plots using cyclone seeders in November 1985. Data collection and analysis Foliar sampling Current foliage and soil were collected from the treated buffer for 4 years (1985–1988). Foliar samples were collected from lateral branches within the upper one third of the live crown. Samples were taken from two trees in each plot in winter when branches were frozen and easy to break with shotgun pellets. The currentyear’s foliage was clipped off branches in the field, stored in plastic bags. A subsample of 100 needles were weighed, individual needle lengths measured, and the sample oven-dried at 70°C for 16 h and reweighed. Soil from each plot was sampled using an auger to a fixed depth of 120 cm and segregated by seven depths (L–F, 0–5, 5–15, 15–30, 30–61, 61–91, and 91–120 cm) for laboratory analysis. Nutrient concentrations of needles and soil were also determined; results are reported separately. Tree measurements Diameter of all crop trees on the 6.9-m inner plots were measured at establishment and re-measured in the winter of 1989 and 1994, five and 10 years, respectively, after thinning and plot establishment (4 and 9 years after fertilizer application). Ten height trees that varied in DBH were measured in each plot. Dead trees on the thinned plot were noted and possible causes of death were assessed. Measured height trees in each treatment were lumped by treatment combination to develop height and DBH (H–D) curves. The modified Weibull nonlinear function developed by Yang et al. (1978) and adopted by the Alberta Land and Forest Services (Huang 1994) was used. Data analysis Periodic increments in height (PHI), diameter at breast height outside bark (PDI), stand basal area (PBAI), stand total volume (PTVI), and mortality, along with needle length and mass of 100 fascicles, were analysed for treatment effects. The PHI and PDI were computed as the difference between two successive measurements in height and diameter, respectively, of individual surviving trees on plots. These differences were averaged to obtain treatment responses for individual plots. Stand basal area and total volume increments were similarly computed by summing up individual surviving trees on each plot and converting plot values to a perhectare basis. Individual tree volumes were calculated using the ecologically based individual tree volume estimation procedures developed by the Alberta Land and Forest Services (Huang 1994) along with H–D curves developed for each treatment (Table 2). Mortality was assessed on stems per hectare, basal area, and total volume. For basal area and total volume mortalities, tree DBH at the first measurement was used. Plot data were subjected to statistical analysis using versatile general linear model (GLM) procedures (SAS Institute Inc. 1990). Differences in treatment effects were then tested using Student– Newman–Keuls multiple range test. Fascicle length and dry mass The response of fascicle length and mass to N fertilizer and thinning in four consecutive years is shown in Figs. 1 and 2; F statistics for main factors and interactions are listed in Table 3. Fascicle length did not respond to thinning until 1987 (2 years after treatment). In contrast, a positive response to N fertilizer occurred 1 year after treatment, reached a maximum after 2 years, and disappeared after 3 years (Table 3, Fig. 1). Mean needle mass showed a similar pattern (Table 3, Fig. 2). Thinning did not affect needle mass until 3 years (Table 3). Interactions between fertilization and thinning were not significant in all years examined. Height increment Thinning significantly affected 5- and 10-year PHI (Table 4); in general, PHIs were smaller on thinned than unthinned plots (Fig. 3a). Thinning significantly reduced 5- and 10-year PHI. In contrast, N fertilizer increased 5-year PHI by 18–29% in unthinned plots and 9–51% in thinned plots, and 10-year PHI up to 19 and 20%, respectively, on unthinned and thinned plots. Periodic height increments increased with the © 1998 NRC Canada I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:36:33 PM Color profile: Disabled Composite Default screen Yang 1797 Table 3. F statistics for fascicle length and needle mass to thinning and fertilization treatments. Critical F value Fascicle length Fascicle mass Factor df p = 0.05 p = 0.01 1985 1986 1987 1988 1985 1986 1987 1988 Thinned (T) Fertilizer (F) T×F Error 1 3 3 64 3.99 2.75 2.75 7.04 4.10 4.10 0.04 0.34 0.99 21.78 0.54 9.13** 0.63 29.89 5.22* 21.52** 0.52 54.27 4.49* 0.52 0.43 51.49 1.50 0.27 0.98 0.047 1.75 5.93** 0.51 0.165 2.61 19.66** 0.26 0.336 4.45* 0.20 0.65 0.282 *Significant at the 5% probability level. **Significant at the 1% probability level. Table 4. F statistics of treatment effects on periodic stand parameters. Critical F value Period measured 5-year 10-year Mortality Factor df p = 0.05 p = 0.01 Height DBH Basal area Thin (T) Fertilizer (F) T×F Error T F T×F Error 1 3 3 64 1 3 3 64 3.99 2.75 2.75 7.04 4.10 4.10 3.99 2.75 2.75 7.04 4.10 4.10 10.68** 3.08* 0.74 0.089 7.69** 5.16** 0.83 0.127 51.24** 1.45 0.07 0.292 284.80** 19.75** 2.84* 0.067 17.90** 1.45 0.47 2.639 56.08** 1.65 0.37 6.322 Total volume Stems/ha Basal area Total volume 3.24 3.27* 0.76 82.246 25.92** 3.15* 0.23 191.14 26.48** 1.19 0.89 235 600 132.37** 3.96* 2.24 316 900 15.39** 0.72 0.21 2.9066 137.38** 6.73** 1.22 3.124 12.06** 0.76 0.34 57.871 98.81** 6.96** 1.56 75.144 *Significant at the 5% probability level. **Significant at the 1% probability level. level of N applied up to 360 kg·ha–1; additional N depressed height growth and was detrimental to height increment especially on thinned plots (Fig. 3a). Nitrogen also affected H–D relationship; large trees (DBH > 20 cm) were taller on fertilized plots than trees of the same diameter on unfertilized plots, except those on thinned and the heaviest N-fertilized plots (Figs. 4a and 4b). The H–D ratio was greatest at the lowest N applied plots. Diameter growth Diameter increment increased significantly in response to thinning after both 5- and 10-years (Table 4). The 5-year PDI ranged from 0.56 to 0.83 cm on unthinned plots in comparison to 1.37 to 1.78 cm on the thinned plots. The magnitude of 5-year PDI on thinned plots was similar to that of 10-year PDI on unthinned plots (Fig. 3b). In contrast, fertilization did not affect 5-year PDI despite a positive effect on thinned plots. Nevertheless, PDI increased significantly in response to N fertilization after 10 years (Table 4). Interactions between thinning and fertilization treatments were significant at the 5% level; interactions are shown in Fig. 3b where PDI response patterns to fertilization differed between thinned and unthinned plots. On unthinned plots, PDI increased with N applied up to 360 kg·ha–1 and decreased beyond this level while PHI increased with N applied up to 540 kg·ha–1 on thinned plots. After 10 years, the negative effects of 540 kg·ha–1 on PDI had largely disappeared; N improved PDI by 19–34% and 27–38%, respectively, on unthinned and thinned plots. Stand basal area and total volume Thinning significantly increased basal area increments after 5 and 10 years (Table 4). In contrast, fertilization had no effects on either 5- nor 10-year PBAI. There was no thinning × fertilization interaction (Fig. 5a). Stand basal area responded most to the 360 kg·ha–1 N treatment in both absolute (net increment from the unfertilized control) and relative (percentage of net increment over initial basal area (Table 1)) measures (Fig. 6a). Despite an initially reduced stock, basal area on thinned and fertilized at 360 kg·ha–1 N plots outgrew those on unthinned plots after 10 years. Fertilization was the only factor that increased PTVI after 5 years, but both thinning and fertilization increased PTVI after 10 years (Table 4). There was no thinning × fertilization interaction (Fig. 5b). Fertilization produced up to 11.7 and 6.6 m3·ha–1 extra wood, respectively, on unthinned and thinned plots after 5 years and up to 23.0 and 17.1 m3·ha–1 after 10 years (Fig. 6b). Absolute volume increments due to fertilization were smaller on thinned than on unthinned plots; relative growth on those thinned surpassed those on unthinned after 10 years. Mortality Three measures of periodic stand mortality showed the same treatment response: thinning significantly decreased 5-year periodic mortality assessed on number of stems per hectare, stand basal area, and stand total volume. Fertilization did not affect periodic mortality; but both thinning and fertilization significantly influenced stand mortality 10 years after treatment (Table 4). Interactions between fertilization and thinning were not significant (Table 4, Fig. 7). Correlations between foliar and periodic stand growth responses Average fascicle length 1 year after fertilization was significantly correlated with 5-year PHI (r = 0.238, p = 0.04) © 1998 NRC Canada I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:36:34 PM Color profile: Disabled Composite Default screen 1798 Can. J. For. Res. Vol. 28, 1998 Fig. 1. Means and standard errors of fascicle length following fertilization in (a) unthinned and (b) thinned plots. Values inside the bars are percentages relative to the control. Fig. 2. Means and standard errors of fascicle mass following fertilization in (a) unthinned and (b) thinned plots. Values inside the bars are percentages relative to the control. (a) (a) (b) (b) and PTVI (r = 0.239, p = 0.04) as well as 10-year PTVI (r = 0.238, p = 0.04). Average needle lengths in the second growing season were associated with 5-year PBAI (r = 0.281, p = 0.017) and PTVI (r = 0.316, p = 0.007) as well as 10-year PBAI (r = 0.381, p = 0.001) and PTVI (r = 0.433, p = 0.0001). Little association was found between new needle length in the third growing season and tree or stand growth with the exception of diameter growth (r = 0.237, p = 0.04). The relationships between needle dry masses and tree stand growth were similar to those of fascicle length. In addition, needle mass in 1988 correlated with 10-year PDI (r = 0.250, p = 0.034) as well as PBAI (r = 0.251, p = 0.034). Treatment responses relative to those from unthinned and unfertilized control plots were analysed (Table 5); relative fascicle length and mass were highly correlated with relative 10-year PTVI. Foliage and stand responses The patterns of fascicle length growth in response to fertilization and thinning treatments were similar to results reported by Cochran (1975) who applied N, P, and S at 673, 336, and 101 kg·ha–1, respectively, to a 40-year-old lodgepole pine stand in southern Oregon. Cochran (1975) observed that needle length increased markedly during the first season after application and decreased in the second growing season. Causes of discrepancy in response duration between this and Cochran’s study are unclear. Difference in N © 1998 NRC Canada I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:36:46 PM Color profile: Disabled Composite Default screen Yang 1799 Fig. 3. Means and standard errors of 5- and 10-year periodic (a) height and (b) diameter at breast height (DBH) increments following fertilization in unthinned (NT) and thinned (T) plots. Values inside the bars are percentages relative to the control. Fig. 4. Effects of four N fertilization levels on height–diameter relationships in (a) unthinned and (b) thinned plots. (a) (b) sources (ammonium nitrate vs. urea) and application season (November vs. May) as well as year-to-year variation in weather patterns may all contribute to the discrepancy. Evaluating N sources and application seasons, Brockley (1995) reported no difference in needle mass response to these two N sources and a 27% increase in needle mass in response to a fall application. Compared with the well-documented foliar responses to fertilization, reports of lodgepole pine foliar responses to thinning are scarce. Needle mass increased by 29% three years after thinning a 22-year-old balsam fir (Abies balsamea (L.) Mill.) stand in Quebec (Piene 1978). Results from this study showed that the effect of thinning on needle length and mass became significant 3 and 4 years, respec- tively, after the stand was thinned (Table 3). On thinned plots, fascicle length and mass responses occurred only when combined fertilization. In unfertilized plots, the 1988 needle mass in thinned plots was actually slightly smaller than unthinned plots (Fig. 2). The disappearance of fertilization effects on fascicle length and mass 2 years after treatment (Table 3, Figs. 2a and 2b) and the emergence of thinning effects on foliage length and mass 3 years after fertilization suggest that the effects of fertilization on foliar development are rapid and short lived, while thinning effects are gradual and long lasting. Fertilization may affect the number of needles after treatment. Therefore, total foliage mass may continue to increase even though the length and mass of individual fertilized needles is not different than unfertilized needles. A © 1998 NRC Canada I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:36:54 PM Color profile: Disabled Composite Default screen 1800 Can. J. For. Res. Vol. 28, 1998 Fig. 5. Means and standard errors of 5- and 10-year periodic (a) basal area (m2·ha–1) and (b) stand total volume (m3·ha–1) increments following fertilization in unthinned (NT) and thinned (T) plots. Values inside the bar are percentages relative to the control. (a) Fig. 6. Five- and 10-year absolute and relative stand (a) basal area (m2·ha–1) and (b) total volume (m3·ha–1) increments of three fertilized treatments over unfertilized one in unthinned (NT) and thinned (T) plots. Annotated labels to the right of response curves denote thinning (NT, T), measured periods (5 and 10 years) and absolute (A) or relative (R) increment. (b) combined treatment of thinning and fertilization, consequently, would be expected to significantly enhance foliar development and consequently tree and stand growth. Assessing stand basal area and volume responses to fertilization requires long-term observation; consequently, stand mensurational responses are often predicted from foliar responses during the first year after fertilization. Previous studies have shown significant positive correlations between first-year increases in needle mass and subsequent stemwood responses (Timmer and Morrow 1984; Brockley 1989). Weetman et al. (1988) found that needle mass in the first growing season following fertilization generally corresponded with subsequent 4-year basal area response in lodgepole pine. A significant positive correlation (r = 0.61) was obtained between first-year needle mass response and relative third-year tree volume response in British Columbia (Brockley 1989). Hunter et al. (1987) reported a strong correlation between volume increment and needle mass. All these reports suggest that tree and stand growth responses of lodge pine can be predicted based on foliage development following treatment. Correlation analysis (data not shown) on needle length and mass and subsequent stand increments indicated that fascicle length and fascicle mass in 1987, two years after © 1998 NRC Canada I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:37:03 PM Color profile: Disabled Composite Default screen Yang 1801 (a) (b) (c) Fig. 7. Means and standard errors of 5- and 10-year stand mortality following fertilization in unthinned (NT) and thinned (T) plots: (a) number of stems/ha, (b) basal area (m2·ha–1), and (c) total volume (m3·ha–1). Values above error bars are percentages relative to the control. fertilization, were highly correlated (p < 0.001) with 10-year PBAI (r = 0.433) and PTVI (r = 0.422). Those correlation coefficients illustrated a high association between foliar parameters 2 years after fertilization and subsequent stand development; however, the relationships were not high enough to be reliable predictors. It appears that absolute values of fascicle parameters and PTVI were not sensitive enough for developing a relationship for prediction. In contrast, analysis of percentage increments relative to the control and relative fascicle length and mass (Table 5) suggested that both fascicle length and mass within 2 years after fertilization were closely correlated (r ranged from 0.84 to 0.93) with 10-year relative PTVI and that both can be used for predicting stand volume response. Both first-year fascicle length and fascicle mass proved to be reliable predictors of subsequent stand volume growth; linear regressions explained 87 and 82%, respectively, of variation in 10-year mean relative PTVI (Figs. 8a and 8b). Multiple regression analysis (data not shown) indicated that 91% of the variation was accounted for by relative fascicle length and mass in 1986; fascicle length 2 years after fertilization explained an additional 5% of the variation. The strong relationship between first-year foliar response and subsequent stand growth bears some management implications. Relative volume growth rates were lower on fertilized–thinned plots than on fertilized–unthinned plots after 5 years, but growth rates were higher after 10 years (Fig. 6b). The reversal trend of relative growth rates confirms the beneficial effect of combined thinning and fertilization. Height increments Compared with other stand parameters, height growth response to thinning and fertilization is less often reported and is more controversial partly because height is more time consuming to measure and less accurate than diameter. Thinning initially reduced height increment while N fertilizer applied to 360 kg·ha–1 increased it. For both measurement periods, PHIs of all four fertilization levels on unthinned plots were consistently larger than those of the corresponding level on thinned plots (Fig. 3a). A temporary decline in height growth of crop trees immediately after thinning (“thinning shock”) has been reported in several tree species (Brockley 1989). However, reports of the effects of thinning on lodgepole pine height growth have been variable and inconclusive (Johnstone 1985), probably reflecting the important influences of both age and site quality on height growth. Thinning, which results in more growing space, might even reduce height growth, particularly on good sites, because tree crowns on good sites expand so rapidly that diameter accelerates at the expense of height growth (Johnstone 1983). There are some indications that some crowding is required to maximize the height growth of lodgepole pine (Dahms 1973; Johnstone 1981, 1982, 1983). © 1998 NRC Canada I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:37:09 PM Color profile: Disabled Composite Default screen 1802 Can. J. For. Res. Vol. 28, 1998 Table 5. Pearson’s correlation coefficients for relative periodic height, diameter at breast height (DBH), basal area, and total volume increments with relative fascicle length and mass within 3 years following treatment. Period 5-year 10-year Relative fascicle length Relative fascicle mass Relative increment 1986 1987 1988 1986 1987 1988 Height DBH Basal area Total volume Height DBH Basal area Total volume 0.667 –0.039 0.142 0.621 0.337 0.149 –0.024 0.933*** 0.631 0.205 0.425 0.772* 0.431 0.368 0.248 0.889*** –0.297 0.739* 0.682 0.366 –0.380 0.812* 0.750* 0.098 0.592 0.107 0.275 0.687 0.309 0.296 0.138 0.904*** 0.592 0.273 0.467 0.747* 0.409 0.426 0.309 0.840*** –0.329 0.785* 0.688 0.359 –0.256 0.754* 0.778* –0.096 Note: All measures are treatment means relative to mean of unthinned, unfertilized control plots (n = 8). Asterisks show the coeffiecients that are significantly different from 0 (*, p < 0.05; **, p < 0.01; ***, p < 0.001). Table 6. Summarized 10-year results for survival tree density, mean diameter at breast height (DBH), total stand volume, mean tree volume, tree volume increment, and mean DBH of dead trees by treatment. Unthinned Unthinned Unthinned Unthinned Mean for unthinned Thinned Thinned Thinned Thinned Mean for thinned N applied (kg·ha–1) Density (stems/ha) Mean DBH (cm) Total volume (m3·ha–1) 0 180 360 540 3499 3722 3046 3982 3562 2058 1835 1968 1909 1942 11.23 11.49 12.27 10.76 11.44 14.50 15.19 14.96 15.00 14.91 266.25 272.82 293.69 310.99 285.94 201.98 208.27 213.10 214.20 209.39 0 180 360 540 Application of 360 kg·ha–1 N effectively promoted PHI to 51 and 20%, respectively, after 5 and 10 years on thinned plots compared with 29 and 19% on unthinned plots (Fig. 3a). This implies that fertilizer can be used to reduce the short-term impacts of thinning shock and that fertilization should be considered in commercially thinned midrotation stands to accelerate stand recovery and development. The modified Weibull function fitted well to measured height and diameter data (Table 2). The three parameters in the Weibull function have physical significance: parameters a, b, and c define respectively the asymptotic maximum, location, and shape of the curve (Yang et al. 1978). Estimated a and c parameters for the 180 kg·ha–1 N had the largest value among four N treatments on both thinned and unthinned plots. The differentiated shape parameters of H–D curves responding to four levels of fertilization are graphically depicted in Figs. 4a and 4b. Nitrogen fertilization influenced not only height growth but also changed bole shape and stem profile. Comparing the H–D relationships at the four N levels, 180 kg·ha–1 N had the largest H–D ratio; higher N application rates reduced the ratio. Figures 3a, 4a, and 4b all suggest an adverse effect of high N (540 kg·ha–1) on height growth, especially on thinned plots. Whether the Mean tree volume (m3) 10-year tree volume increment (m3/tree) Mean DBH of dead trees 0.0761 0.0733 0.0964 0.0781 0.0810 0.0981 0.1135 0.1083 0.1122 0.1080 0.0181 0.0210 0.0268 0.0217 0.0219 0.0302 0.0411 0.0396 0.0415 0.0381 6.58 6.70 7.49 6.77 6.88 10.49 10.31 9.12 10.00 9.98 adverse effect is temporary or permanent requires further observation. Mortality The effect of thinning on mortality was significant after 5 and 10 years (Table 4) because thinning effectively removed suppressed and unhealthy trees and left only vigorous trees. Mortality, mainly caused by thinning injuries and windfall of codominant trees (average DBH 9.98 cm), was lower on thinned than unthinned plots (Figs. 7a–7c). However, among thinned plots, mortality was significantly higher on fertilized plots than on unfertilized control. The causes of the higher mortality on fertilized and thinned plots warrant further investigation. Compared with the thinned plots, mortality on unthinned plots was substantial. The mortality, based on field observation, occurred on subdominant and suppressed trees with an average DBH of 6.88 cm (Table 6). Despite substantially higher mortality on high N plots, average sizes of dead trees were similar among four treatments. There were no negative impacts of high N fertilization on stand volume increment after 10 years (Fig. 5b). It appears that high N augments the self-thinning process in overstocked stands and hastens © 1998 NRC Canada I:\cjfr\cjfr28\cjfr-12\X98-148.vp Wednesday, January 20, 1999 1:37:10 PM Color profile: Disabled Composite Default screen Yang Fig. 8. Relationship between relative 10-year stand volume increment (PTVI) and (a) relative fascicle length (rfl86) and (b) relative fascicle mass (rfm86) produced in 1986, one year after fertilization. All values are relative to unthinned, unfertilized control plots. 1803 return based on 10-year results is beyond the scope of this paper. However, as biological responses provide the base for economic analysis, the 10-year results may shed some light on financial returns of various treatments. Ten years after treatment, fertilized and unthinned plots had 80 m3·ha–1 more wood than fertilized and thinned plots, but usable volume should be discounted because small trees are not harvestable. In contrast, thinning removed small trees; so surviving trees on thinned plots would be harvestable. In addition, average tree size was larger (31 and 36%, respectively, by DBH and volume) in thinned plots than in unthinned plots (Table 6). Large-size logs reduce logging costs and increase utilization rate and value. The increased value on thinned plots may partially offset the extra volume advantage of unthinned plots. Thinning improves stand light and moisture (Brix 1971) and redistributes available resources to crop trees, while fertilization adds needed nutrients. Crop trees capitalize on those resources; extend foliar length; and increase foliar mass (Figs. 1 and 2), foliage quantity, and photosynthetic efficiency (Brix 1981, 1983). The substantial gain of 76% or 0.0175 m3 individual tree volume on thinned over unthinned plots in 10 years (Table 6) demonstrates the beneficial effect of combined thinning and fertilization on tree growth and stand development. The author thanks Mr. S. Lux and Mr. C. Rentz for their assistance in field and laboratory work, Y. Kalra and F. Radford for conducting foliar and soil analyses, and Dr. I.G.W. Corns for reviewing the manuscript. Special thanks are extended to Dr. Robert Brockley of the B.C. Ministry of Forests and two anonymous reviewers for their critical reviews and valuable suggestions on an earlier version of the manuscript. stand development and could be used as a tool in managing those overstocked stands. Heavy N fertilization also increased mortality in thinned plots, which suggests that other factors, such as nutritional imbalance, may be involved (Fig. 7). Foliar graphical analysis (Timmer and Stone 1978) will be useful in looking at the response of nutrients other than N following N fertilization. Effect of combined thinning and fertilization Fertilization and thinning are management tools, and the use of those tools should be evaluated and justified by associated cost and benefit. A detailed discussion on economic Beckingham, J.D., Corns, I.G.W., and Archibald, J.H. 1996. Field guide to ecosites of west-central Alberta. Can. For. Serv. North. For. Cent. Spec. Rep. No. 9. Brix, H. 1971. 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