10 Øyen (jr/d) 25/10/02 9:12 am Page 401 Growth effects after mountain forest selective cutting in southeast Norway BERNT-HÅVARD ØYEN1 AND PETTER NILSEN2 1 2 Norwegian Forest Research Institute, Fanaflaten 4, N-5244 Fana, Bergen, Norway Norwegian Forest Research Institute, Høgskolev. 12, N-1432 Ås, Norway Summary Growth effects in a sub-alpine, low-yield Norway spruce forest in southeast Norway are reported. Sixteen sample plots of 400 m2, established 8–9 years after a mountain forest selective (MFS) cutting in the mid-1970s, were re-investigated in 2000. The selective cutting was heavy, with a mean felling volume of 72 per cent of the standing volume. Most trees in the remaining stands responded positively with increased growth after the cutting, and this was most pronounced in small and medium sized trees. A weak relationship between standing volume before and after felling, and the actual stand volume increment in the 25-year period was revealed. The felling has stimulated natural regeneration and increased the proportion of birch. The results indicate that not more than ~65 per cent of the standing volume should be cut in a single intervention if cutting cycle is less than 50 years. Introduction About one-fifth of the productive forest area in Norway (~1.5 million ha.), is classified as mountain forest, of which half could be defined as protection forests according to the Forestry Act (Nilsen and Solberg, 1998). Generally, mountain forests are characterized by difficult conditions for seeding, regeneration and growth due to harsh climatic conditions (Kielland-Lund, 1981a). In central southeast Norway the border between mountain forest and lowland forest is situated between 500 and 650 m above sea level. The tree line of mountain birch (Betula pubescens subsp. tortuósa Lebed. Nym.) is presently located between 900 and 1150 m above sea level. Beneath this birch zone, which is generally about 100 m © Institute of Chartered Foresters, 2002 in vertical extent, the mountain spruce and pine forests are located. There has been a great deal of debate concerning the management of these mountain forests (Børset, 1994; Bergan and Skoklefald, 1996; Ohlson and Tryterud, 1999). One method of management is the mountain forest selective (MFS) cutting system, where scattered single trees or small groups of trees are selected and harvested (Figure 1). This follows a pattern of harvesting of the largest and most marketable trees, which has been a common practice in the Nordic countries (Nilsen, 1984; Valtanen,1988; Lundqvist, 1993; Suadicani and Fjeld, 2000; Lädhe et al., 2001). Similar silvicultural systems to MFS cutting have been investigated in other countries (e.g. Wing, 1977; Burschel et al., 1992; Schütz 1997; Groot, 1997). The practice of Forestry, Vol. 75, No. 4, 2002 10 Øyen (jr/d) 25/10/02 9:12 am 402 Page 402 F O R E S T RY (a) (b) Figure 1. A mountain spruce forest stand before (a) and after (b) a selective cutting (after Nilsen, 1988). 10 Øyen (jr/d) 25/10/02 9:12 am Page 403 GROWTH AFTER SELECTIVE CUTTING MFS cutting has increased during the last 25 years; however, there have been few investigations of the long-term effects on productivity and forest structure. As a result of this, proposed growth and yield models for this type of silviculture are inadequate (Nilsen, 2001). This paper summarizes some results from a retrospective study in mountain forest and discusses aspects of stand growth 25 years after MFS cutting in a subalpine Norway spruce forest in southeast Norway. Methods Site description Sixteen long-term sample plots in Mannstadlia, Gausdal municipality (61° N, 10° E), southeast Norway, about 800 m above sea level, were reinvestigated in September 2000, 25 years after the MFS cutting. The forest area was harvested in autumn 1974 and 1975, and the first investigations were performed on the plots in 1983 and 1984 (Nilsen, 1988). The plots were selected to cover different harvesting intensities and stand structures. The plots are located on a northeast-facing terraced slope, on sedimentary rocks with a thick cover of moraine. In general the cutting was quite heavy, with a mean felling volume of 72 per cent of standing volume. The main vegetation types, according to KiellandLund (1981b), were tall herb type (Melico–Piceetum aconitetosum, four plots), small fern type (Eu–Piceetum dryopteridetosum, five plots) and bilberry type (Eu–Piceetum myrtilletosum, seven plots). A more detailed description of the sites, stand history and harvesting of the plots is given by Nilsen (1988). Assessments Each plot was 20 20 m (400 m2). All trees above 5 cm diameter at breast height (d.b.h.) (defined as ‘large trees’ for the study) were assessed for d.b.h., height and crown length. Trees smaller than this (defined as potential ‘recruits’) were counted and mapped. For recruits, the leader length was measured, but where trees were tall (>5 m) this 403 was estimated using binoculars. Tree volumes of Norway spruce and birch were calculated according to the methods of Vestjordet (1967) and Braastad (1966), respectively. Site index estimates before cutting from Nilsen (1988) have been used in this study. All large trees were examined for butt rot, recent snow damage to the top of the tree, and other types of stem damage including double stems. All spruce trees above 5 cm in diameter were cored using standard procedures. The core samples were marked and stored in plastic tubes at –20°C until they were measured in the spring of 2001. Annual growth rings were measured by means of WinDendro linked to a scanner, and supported with visual control (Horntvedt et al., 2000). Calculations and statistical analysis Effects on growth and yield associated with the MFS cutting were examined using a historical stand reconstruction method. Diameter for the harvested trees was estimated using the relationship between stump diameter and d.b.h. (Nilsen, 1988): Diameter at breast height (mm) = 5.6 + 0.73 stump diameter (mm) R2 0.91, CV 9.4 per cent A height curve based on tree diameter (cm) was calculated for estimating tree height: Tree height (m) exp[–0.17896 + 0.8165ln (d)] R2 0.84, CV 18.6 per cent Tree volume of the harvested trees was calculated according to the method of Vestjordet (1967). Linear equations were fitted to data using a regression procedure with stepwise selection (SAS Institute, 1990) for indicating parameters influencing growth 25 years after the MFS cutting. The function was of the form: Iv = f (stand attributes, felling volume, site index, altitude, vegetation type). Stand attributes included number of large trees (ha–1), basal area (m2 ha–1) and standing volume (m3 ha–1). 10 Øyen (jr/d) 25/10/02 9:12 am Page 404 404 F O R E S T RY Results Stand structure Twenty-five years after the MFS cutting, the number of large trees varied from 280 to 830, with a mean of 520 per hectare, of which 370 were Norway spruce (Table 1). The number of large trees was 79 per cent of the level prior to cutting. The mean basal area has increased from 31 per cent post-MFS-cutting, to 54 per cent of the pre-harvest level in 2000. Similarly, the standing volume has increased from 28 per cent of post-MFS-cutting, to 52 per cent of the pre-harvesting level in 2000 (Table 1). The coefficient of variation for the standing volume was 24 per cent prior to cutting, 60 per cent after the cutting, and in 2000 it had decreased to 39 per cent. Observations of the leader growth of the remaining trees indicated that vigour was satisfactory. Only 1 per cent of the large spruce trees had butt rot at breast height. Visible snow breakage occurred in 7.1 per cent of the spruce trees as top damage (double leader or top breakage) and 7.2 per cent had old stem damage (double stems or stem breakage). The site index, basal area and the standing volume were generally low, reflecting the harsh climatic conditions and earlier human influence (Table 2). The highest standing volume was 136.6 and the lowest 34.9 m3 ha–1. In 2000 the birch component (percentage of basal area) varied from 1 to 44 per cent with a mean of 18 per cent. The pre-harvesting proportion of birch was ~6 per cent (Table 1). Diameter and age distribution The distribution of the tree sizes 25 years after the MFS cutting showed a maximum value at ~18 cm d.b.h. (Figure 2). The mean tree diameter of spruce varied between 15.3 and 27.5 cm for the 16 stands and the number of trees above 30 cm d.b.h. was on average 38 per hectare (Figure 2). The maximum diameter of spruce in any of the stands was 45 cm. The distribution of age-classes for corable spruce trees above 5 cm d.b.h. was relatively even. The ages present varied from 10 to 197 years, with the majority (71 per cent) in the Table 1: Changes in stand parameters 1974/75 to 2000 Stand parameters No. of trees (ha–1) Basal area (m2 ha–1) Standing volume (m3 ha–1) Proportion of birch (% of BA) Recruits of spruce (trees ha–1) Before MFS After MFS 2000 670 (18) 22.3 (22) 140.2 (24) 6.0 (66) 450 (95) 375 (37) 7.0 (97) 38.9 (60) 12.5 (53) 675 (84) 520 (28) 12.1 ( 35) 72.4 (39) 18.1 (80) 710 (77) Mean values (n = 16 plots), coefficient of variation (SD as percentage of mean) in brackets. The MFS cutting was performed in 1974 and 1975. Number of spruce recruits before and after MFS cutting refers to counting and mapping in 1983 and 1984. Table 2: Stand parameters and their range, 25 or 26 years after the MFS cutting Stand properties Min. Max. Mean SD Site index, H40 (m) No. of trees (ha–1) Basal area (m2 ha–1) Standing volume (m3 ha–1) Proportion of birch (% of BA) Recruits of spruce (trees ha–1) 5.5 280 6.5 34.9 1.2 200 8.0 830 19.7 136.6 44.1 1530 6.7 520 12.1 72.4 18.1 710 0.6 146 4.2 33.2 14.5 547 n = 16 plots. 10 Øyen (jr/d) 25/10/02 9:12 am Page 405 GROWTH AFTER SELECTIVE CUTTING 405 No. ha –1 150 100 89 81 59 58 50 48 38 0 7.5 12.5 17.5 22.5 27.5 >30 Midpoint diameter (cm) Figure 2. Distribution of large spruce trees in different size-classes (5 cm) in 2000, ~25 years after the MFS cutting. Mean values are given with standard deviation bars (n 16). Age (years) range 41–140 years. About 8 per cent of trees were older than 140 years and there were no exceptionally old trees (>200 years) present (Table 3). In a study from the same area, Nilsen (1988) found that recruits took about 50 years from seed to breast height. This means that total age could be calculated as breast height age + ~50 years, and that most of the trees harvested in 1974/75 were 200–250 years old. Analysis of increment cores and tree data showed that the relationship between tree diameter and age in breast height measurement was highly significant (P < 0.01) but only explained 33 per cent of the variation (Figure 3). Hence, the predictive value of the equation is limited by the large residual variation, and as such cannot be relied upon as a method of estimating the age of standing trees in similar areas. 200 180 160 140 120 100 80 60 40 20 0 y = 4.87x R2 = 0.33 0 10 20 30 40 50 Diameter at breast height (cm) Figure 3. Plot of diameter at breast height (d.b.h.) versus tree age. The regression line is indicated. 0.32 m3 ha–1 a–1, ranging from 0.43 to 3.24 m3 ha–1 a–1 (see Table 4). Scatter diagrams (Figure 4) show the volume increment plotted against standing volume after cutting (V3), felling volume (V2), site index (H40) and basal area (BA). Only site index showed a significant and positive relationship with volume increment (r 0.518, P < 0.05). To explore this further, a multiple regression analysis of Ivol on Basal area- and volume-increment From the MFS cutting up to the year 2000, the mean annual basal area increment was 0.2 m2 ha–1 a–1, ranging from 0.06 to 0.4 m2 ha–1 a–1. Correspondingly, the mean annual volume increment (Iv) was Table 3: Age distribution for large Norway spruce trees Age class (years) % n = 209 trees. 0–20 21–40 41–60 61–80 14 7 9 12 81–100 101–120 121–140 141–160 161–180 18 18 14 4 3 181+ <1 25/10/02 9:12 am Page 406 406 F O R E S T RY Table 4: Basal area and volume increment during the period from the MFS cutting in 1974/75 up to 2000 Increment Min. Max. Mean SD Basal area (m2 ha–1 a–1) Volume (m3 ha–1 a–1) 0.05 0.43 0.40 3.24 0.20 1.32 0.10 0.91 n = 16 plots. 4.0 IV (m 3 ha–1 a–1) –1 IV (m 3 ha–1 a ) 4.0 3.0 2.0 1.0 0.0 0 50 100 3 3.0 2.0 1.0 0.0 0 150 5 IV (m 3 ha–1 a–1) 4.0 3.0 2.0 1.0 0.0 5 6 7 10 15 20 150 200 BA (m 2 ha–1 ) –1 V3 (m ha ) IV (m3 ha–1 a–1) 10 Øyen (jr/d) 8 9 4.0 3.0 2.0 1.0 0.0 0 50 H 40 (m) 100 V2 (m3 ha–1 ) Figure 4. Scatter plots of mean annual volume increment versus standing volume after cutting (V3), basal area (BA) after cutting, site index (H40) and harvested volume (V2). combinations of stand variables would describe the relationship more precisely (Table 5). Of several candidate variables selected to explain volume increment, only a model of mean annual increment with site index and felling volume was significant at the 5 per cent level. The intercept and V2 were significant at the 10 per cent level, and H40 at the 5 per cent level. The coefficient of variation for the model was 59 per cent, with a large residual variation present in the data. Volume increment estimated with the model (Table 5) considering different harvesting strategies indicates that very heavy interventions cause a decline in stocking, while low and intermediate interventions cause its accumulation over time (Figure 5). However, such a simple model assumes a stocking before MFS cutting of 100–200 m3 ha–1. Table 5: Multiple regression of the dependent variable IV on combinations of the independent variables site index (H40), standing volume before cutting (V1), felling volume (V2) Independent variables (x1, x2) H40; V2 H40; V1; V2 Equation Sample F values R2 CV (%) y = –3.64 + 0.88 1 –0.01 2 3.88 2.54 0.28 59.0 Only significant equations are given. 10 Øyen (jr/d) 25/10/02 9:12 am Page 407 Recruitment 3 The recruitment situation 8–9 years after the MFS cutting in the mid 1970s was satisfactory concerning the advance growth of spruce and despite irregular spacing (Nilsen, 1988). Before MFS cutting, the mean number of recruits was 450 trees ha–1 (CV 24 per cent), and this then increased by 225 trees ha–1 (CV 49 per cent) in 1983/84. The mean number of recruits has now increased to 710 ha–1, only 5 per cent higher than in 1983/84 (Table 1). There is a tendency towards a slight increase of seedlings in the blueberry vegetation type, whereas only small changes have taken place in the other ground vegetation types (Table 6). The occurrence of seedlings, saplings and suckers is essential to maintain yield in the long term. Cutting strength plotted against number of small spruces and birches is shown in Figure 7 (but this does not distinguish between birch regenerated from seed and coppice shoots). For spruce, about 2 per cent of the recruits had rooted from low branches. The effect of cutting strength on birch regeneration was significant (r2 0.57, P < 0.05) and suggests that higher cutting 2 1 0 50 100 150 3 200 –1 Cutting volume (m ha ) Figure 5. The effect of various MFS cutting volumes on the mean volume increment for maximum (H40 8.0, filled symbols) and minimum (H40 5.5, open symbols) site index in this study. The response after MFS cutting for different size-classes is indicated (Figure 6). The small and medium sized trees had the largest proportional increase in diameter, and diameter increment is still above the pre-MFS-cutting level. The larger trees responded to the cutting, but diameter increment in 2000 is now similar to the pre-MFScutting level. D.Cl. 12.5 4 D.Cl. 22.5 3 ID (mm) 407 4 D.Cl. 32.5 2 1 0 No. of recruits (ha –1) I Vol (m3 ha–1 a–1) GROWTH AFTER SELECTIVE CUTTING 6000 5000 4000 3000 2000 1000 0 40 50 1965 1970 1975 1980 1985 1990 1995 2000 60 70 80 90 100 Cutting strength (%) Year Figure 6. Development of diameter increment (ID) versus time for three different size classes (5 cm). The MFS cuttings were performed in 1974 and 1975. Figure 7. Cutting strength (percentage of volume) versus number of spruce (filled symbols) and birch (open symbols) recruits. The regression line for birch is indicated. Table 6: Development of Norway spruce recruitment (no. ha–1) on different vegetation types Vegetation type Tall herb type (n = 4) Small fern type (n = 5) Bilberry type (n = 7) 1983/84 (no. ha–1) 1110 (55) 720 (104) 400 (38) 2000 (no. ha–1) Differences (%) 1130 (85) 680 (53) 490 (35) +2 –6 +23 Coefficient of variation (%) in parentheses. Values from 1983/84 refer to Nilsen (1988). 10 Øyen (jr/d) 25/10/02 408 9:12 am Page 408 F O R E S T RY strengths are related to a larger number of birch recruits; however, for spruce, the relationship is less clear. A large proportion of the birch was browsed by elk but for many reasons birch is not suitable for timber production in these areas. Discussion The stocking density of the remaining trees is generally low and irregular, which is likely to be a result of past exploitation and growth conditions. The spatial distribution of trees now comprises groups of juvenile spruce trees in gaps or thickets of birch, and dense groups of mediumsized trees interspersed with larger individuals. Varied growth characteristics and competition between trees have resulted in a slightly weak age-diameter relationship. So far, Norwegian stand growth models designed for mountain spruce forest seem to underestimate the potential growth reaction after MFS cutting (Nilsen, 2001). The present study supports such a result. However, the conclusion is based on stands with a favourable situation for natural regeneration. The growth reaction 25 years after MFS cutting has been substantial, in spite of a felling volume of 72 per cent of the standing volume. The average volume increment was 1.32 m3 ha–1 a–1 (CV 69 per cent) or 3.5 per cent (pV) of the standing volume immediately after the MFS cutting. The corresponding mean yield class (even-aged system) is ~1.5 m3 ha–1 a–1 with a rotation period of 140 years (Tveite and Braastad, 1981). The lowest volume increment occurred in dense stands with small felling volumes and low site indices. Only a weak relationship could be found between the actual stand volume increment, cutting strength and standing volume. Plot sizes of 0.04 ha are small for growth studies and this is probably responsible for a considerable amount of the unexplained variation. Generally, on low site indices, large harvesting volumes will reduce the mean annual increment. The regression model (see Table 2) indicated that a mean cutting strength on an average site index of 6.7 m and similar stocking densities should be ~70 m3 ha–1 (~50 per cent of standing volume) with a target of 1.5 m3 ha–1 a–1. If the harvesting volume increases to 120 m3 ha–1 the mean annual increment will decrease to ~1.1 m3 ha–1 a–1. In old-growth, high-altitude irregular spruce stands in northern Sweden, Näslund (1942) reported the mean loss of increment to be ~25 per cent in a cutting strength of 66 per cent of volume. The highest increment loss was observed on the richest sites. Stem volume increment of even-aged forest stands has for a long time been considered more or less independent of differences in stocking density (Langsæter, 1941; Møller, 1954; Assmann, 1961). This study supports the theory that the stem volume increment tends to remain constant within a wide range of densities. The original ‘plateau-theory’ of Møller proposes that the stand volume increment is constant down to ~50 per cent of the maximum basal area. A relative basal area of 30 per cent corresponds to ~80 per cent of maximum volume increment. According to growth models for semi-irregular stands on similar site indices, the maximum basal area is 20–30 m2 ha–1 (Braastad, 1983). In our study the mean stocking level was reduced to 7–10 m2 ha–1 and still allowed a volume increment of 1–3 m3 ha–1 a–1 (see Figure 3). However, heavy cuttings can lead to grass invasion and problems for seedling establishment, especially in the blueberry-type vegetation. In high-elevation sites with cold, wet soils and restricted root development, endemic windthrow after heavy thinning in dense stands might occur (Näslund, 1942; Brantseg, 1962). The risk of severe crown deterioration, particularly through wind and snow damage, should also be addressed. The length of the cutting cycle also has economic implications. Calculations indicate that to avoid a felling cycle >50 years, the cutting strength should not be extended to more than ~65 per cent of standing volume in a single intervention. These figures assume a target standing volume equal to the pre-harvesting volume, similar rate of increment in the next growth period, and that the favourable conditions for natural regeneration of spruce are prolonged. There are few other comparable Norwegian studies covering growth effects of a selection forest system in mountain areas. Böhmer (1922, 1957) reported growth and structural changes in five sites situated above 650 m in southeast Norway. The mean standing volume of these plots, which were intensively managed over many decades, was ~100 m3 ha–1 with an increment rate 10 Øyen (jr/d) 25/10/02 9:13 am Page 409 GROWTH AFTER SELECTIVE CUTTING (pV) of 2.8 per cent. Andreassen (1994) reported growth and stand structure in two selection forests in mountain areas with standing volumes of 119 and 170 m3 ha–1 and increment rates from 2.8 to 1.9 per cent. Both stands have been regularly cut, with short felling cycles (10–20 years). The growth effect of such low felling volumes are not really comparable with the harvesting in the present study. Providing there is no deterioration in the condition of the trees due to climatic events or as a result of mismanagement, it is likely that the pre-alpine irregular spruce forest will respond positively after mountain selective cutting. The irregular stands are robust and the ingrowth of spruce and birch show promising development. However, there is great uncertainty about recruitment and ingrowth to large diameter classes and hence the possibilities for future production and repeated selective cuttings. Supplementary studies in a broader range of areas are recommended, together with the development of flexible single tree and stand models for selective cutting regimes. Acknowledgements The authors would like to thank Roald Brean and Sigbjørn Øen for their assistance in carrying out this work. We also acknowledge the assistance from Tor Myking and two anonymous referees. The project has been funded by the Norwegian Research Council (No. 124100/140). References Andreassen, K. 1994 Development and yield in selection forest. Communications of Norwegian Forest Research Institute 47(5), 1–37. Assmann, E. 1961 Waldertragskunde. Bayerisher Landwirtschaftsverlag, München, 490 pp. [In German] Bergan, J. and Skoklefald, S. 1996 Rydding av ikke drivverdig virke før tilplanting med norsk gran (Picea abies) etter foryngelseshogster i høyereliggende skog. Aktuelt Skogforsk 5(96), 1–10. [In Norwegian] Braastad, H. 1966 Volume tables for birch. Commun. Norw. For. Res. Inst. 21, 23–78. Braastad, H. 1983 Yield level in Picea abies stands with low initial density and irregular spacing. Norw. For. Res. Inst. 7(83), 1–42. [English summary] Brantseg, A. 1962 Skogbestandets pleie. In: 409 Skogskjøtsel. O. Børset(ed.). Skogbruksboka, Bind II. Skogforlaget A/S, Oslo, pp. 355–384. 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