Tree Physiology 27, 921–927 © 2007 Heron Publishing—Victoria, Canada Radial patterns of carbon isotopes in the xylem extractives and cellulose of Douglas-fir ADAM M. TAYLOR,1,2 J. RENÉE BROOKS,3 BARBARA LACHENBRUCH4 and JEFFREY J. MORRELL4 1 Department of Forestry, Wildlife and Fisheries, University of Tennessee, 2506 Jacob Drive, Knoxville, TN 37996, USA 2 Corresponding author ([email protected]) 3 Western Ecology Division U.S. EPA/NHEERL, 200 SW 35th St., Corvallis, OR 97333, USA 4 Department of Wood Science and Engineering, Oregon State University, 119 Richardson Hall, Corvallis, OR 97330, USA Received May 15, 2006; accepted August 24, 2006; published online March 1, 2007 Summary Heartwood extractives (nonstructural wood components) are believed to be formed from a combination of compounds present in the adjacent sapwood and materials imported from the phloem. The roles of local compounds and imported material in heartwood formation could have important implications for the wood quality of species having naturally durable wood. Stable isotope composition (δ13C) was analyzed to assess radial variation in sapwood extractives, and to estimate the relative importance of adjacent sapwood extractives and imported photosynthate in the formation of heartwood extractives. Cellulose and extractives from the outer 39 annual rings of six Douglas-fir (Pseudotsuga menziesii (Mirb.) Franco) trees were isolated and their δ13C composition determined. Although the extractives and the cellulose showed different absolute δ13C values, the patterns of change over time (as represented by the annual rings) were similar in most cases. Within an annual ring, carbon isotope ratios of extractives were correlated with the cellulose isotope ratio (R 2 = 0.33 in sapwood, R 2 = 0.34 in heartwood for aqueous acetone-soluble extractives; R 2 = 0.41 in sapwood for hot-water-soluble extractives). These data suggest that some sapwood extractives are formed when the wood ring forms, and remain in place until they are converted to heartwood extractives many years later. Sapwood extractives appear to be important sources of materials for the biosynthesis of heartwood extractives in Douglas-fir. Keywords: δ 13C, heartwood, Pseudotsuga menziesii, sapwood, stable isotopes. Introduction Wood cell walls are composed primarily of cellulose, hemicelluloses and lignin, but xylem also contains extractives: nonstructural substances that are soluble in organic solvents or water (Sjostrom 1993). Sapwood extractives include materials such as sugar, starch and lipids, which are assumed to serve as energy reserves. Starch and sugar are absent from the heart- wood, and the extractives there, such as phenols and terpenes, are thought to contribute to a passive defensive system (Hillis 1987). Douglas-fir (Pseudotsuga menziesii (Mirbel) Franco) sapwood extractives also include phenolic glycosides and other low molecular mass phenolic compounds that are thought to be precursors of heartwood extractives (Dellus et al. 1997a). Extractives can have important effects on the properties of wood products. The heartwood of species having naturally durable wood contains extractives that prevent attack by wooddestroying insects and fungi (Hillis 1987). Both the type and amount of extractives present in heartwood vary among species, and within and among individual trees, but the factors that control such variations are as yet unclear (Taylor et al. 2002). A better understanding of how environmental factors influence heartwood extractive formation could lead to the development of silvicultural methods that enhance the production of naturally durable wood. Heartwood results from the senescence of old sapwood tissue, beginning in the oldest part of a tree stem, branch or root (i.e., surrounding the pith). It is believed that a new increment of heartwood is formed each year (e.g., Nobuchi et al. 1984, Magel 2000), but this pattern may vary among species. Heartwood extractives are formed at the heartwood–sapwood boundary, at least partly from carbon-based compounds imported from the inner bark (living phloem) (Hillis and Hasegawa 1963). Because sapwood extractives differ from heartwood extractives, it is assumed that extractives in senescing sapwood also contribute to the formation of heartwood extractives (Hillis 1987). The relative importance of these carbon sources (i.e., local compounds and imported material) for heartwood extractive formation remains poorly understood (Taylor et al. 2002). The carbon sources that contribute to heartwood extractive formation have yet to be identified because the biochemistry underlying the formation of these compounds is uncertain (Magel 2000) and the location of heartwood within the living tree makes direct observation difficult. However, stable iso- 922 TAYLOR, BROOKS, LACHENBRUCH AND MORRELL tope analysis could allow for studies of the extractive materials in individual growth rings. Stable isotopes have been used as tracers; for example, fertilizer containing highly enriched amounts of 15N was applied to trees and later detected in wood tissues (Elhani et al. 2003). Radioactive carbon (14C) has also been used as a tracer to monitor movement of materials within trees (Hillis and Hasegawa 1963). These techniques have the advantage that the presence of the tracer is easily distinguished from the background radioactivity present in the wood tissue. In addition, naturally occurring variation in the ratio of stable isotopes in molecules has been used to study physiological processes in trees. Variation in stable isotope abundance in tree ring cellulose has frequently been made the basis of inferences about environmental influences on trees. Isotope fractionation occurs during photosynthesis in plants (O’Leary 1993) and the relative natural abundance of the stable isotopes of carbon (13C/12C) in cellulose varies among the annual tree rings in response to environmental changes (see review by McCarroll and Loader, 2004). Variation in δ13C in cellulose reflects variation in leaf physiology at the time of carbon fixation as described by the equation (Farquhar et al. 1982): ∆ = a + (b − a ) ci ca where ∆ is the discrimination against 13C, a and b are constants for fractionation due to diffusion (4.4‰) and carboxylation (~27‰), respectively, and ci / c a is the ratio of the carbon dioxide concentration ([CO2]) inside the stomatal cavity to the [CO2] of ambient air surrounding the leaf. The ci / c a ratio is influenced by the rate of photosynthesis (A, which draws down ci ) and stomatal conductance (g) which allows CO2 into the leaf. Therefore, the ci / c a ratio is sensitive to many factors that influence the A/g ratio including water availability, irradiation, tree age and the position of the leaf in the crown (Francey and Farquhar 1982, Leavitt and Long 1986, Livingston and Spittlehouse 1996, Brooks et al. 1998, Barbour et al. 2002, McDowell et al. 2003). Thus, the 13 C/ 12 C ratio in photosynthate changes over time in trees, and these changes are recorded in the increments of cellulose that are synthesized over time from that photosynthate. Just as annual variations in photosynthetic conditions are reflected in the carbon isotope composition of the cellulose, there will be variation in the stable carbon isotope ratios of all wood components because all are ultimately derived from photosynthate. Extractives and cellulose made in the same year may not have the same δ13C value, because of differences in 13C discrimination along their biosynthetic pathways (Schmidt and Gleixner 1998); however, the carbon isotope values of these substances may be correlated over time if the differences in discrimination along the various biosynthetic routes are consistent from year to year. Thus, stable isotope analysis may be a useful means of studying annual processes such as extractive movement and heartwood formation in trees. The dynamics of extractives in trees has implications for the stable isotope analysis of tree rings. If extractives are not removed, their isotopic signal will influence the signal of the bulk sample. Even if the extractives are removed, they may influence the isotopic composition of the cellulose samples if they are available as a carbon source for wood formed in subsequent years. In this study we used isotope analysis to determine which carbon-based materials are precursors of heartwood extractives. It has been shown that material imported from the phloem can contribute to heartwood extractives formation (Hillis and Hasegawa 1963). However, the absence of sapwood extractives in heartwood suggests that sapwood extractives are a source for the synthesis of heartwood extractives. We differentiated among: (1) newly assimilated (“new”) carbon that is formed in the same year that the heartwood increment is formed; (2) “old” carbon that has been stored in the annual growth ring that is converting to heartwood; (3) a mixture of these; or (4) other sources; and (5) a combination of both (3) and (4). If heartwood extractives are derived mainly from “new” carbon, there should be no correlation between the isotope ratio in the heartwood cellulose and the extractives of a given wood sample, but heartwood extractives should correlate with cellulose in the newest sapwood present at the time of heartwood formation. In contrast, if heartwood extractives are made of “old” carbon, there should be strong correlation between heartwood cellulose and extractives within a given ring. A mixture of both should have a weak correlation, if any, for either. Our specific objectives were to determine whether there is radial variation in the δ13C of extractives and cellulose in Douglas-fir xylem, and then to examine the correlation between the isotope ratios in extractives and cellulose to infer the carbon sources of heartwood extractives. Materials and methods Douglas-fir trees were sampled from one site located in the Coast Range in western Oregon, USA (44°38′ N, 123°12′ W, elevation 75 m) designated as Site Class III (McArdle et al. 1961). The stand, consisting of even-aged trees about 60 years old (Table 1), was thinned in the fall of 2001. At the time of harvest, the stand had a basal area of 33 m2 ha – 1, with a mean diameter at breast height (DBH) of 50 cm (range 30–75 cm). After thinning, a basal disk (30-mm thick) was removed from each of six freshly cut stumps about 300 mm above the ground line. The disks were air-dried in the lab. A radial strip, 50-mm wide (tangential) by 30-mm thick (longitudinal), was cut from each disk with a band saw. The heartwood–sapwood boundary was located by staining with alizarin red (Kutscha and Sachs 1962). Working from the cambium inward, sequential ring groups, each group comprising three consecutive annual rings, were separated from the strip with a chisel. Thirteen sets of rings (39 annual rings in total) were taken from each disk. The three-annual-ring samples were reduced to powder by grinding in a ball-type tissue pulverizer mill (Kleco 4100, TREE PHYSIOLOGY VOLUME 27, 2007 ISOTOPE PATTERNS OF WOOD EXTRACTIVES AND CELLULOSE 923 Table 1. Size and cambial age of the disks (300 mm above ground). Tree label Disk age (years) Sapwood rings (no.) Mean radius (mm) Sapwood extractives (% of dry wood) Heartwood extractives (% of dry wood) Sapwood to heartwood extractives ratio A B C D E F 61 60 60 53 59 62 20 12 19 19 18 16 334 306 303 244 218 219 6.0 7.4 6.9 6.1 5.8 5.7 15.2 14.6 13.7 13.7 12.6 11.7 0.40 0.51 0.51 0.44 0.46 0.49 Garcia Manufacturing, Visalia, CA) for 2 min. Samples of the wood powder (0.15–0.20 g) were weighed and enclosed in heat-sealable polyester filter bags (mesh size 25 microns, ANKOM Technology, Macedon, NY). The bags were extracted with 25 ml per bag of 70% acetone (70:30 (v/v) acetone:water) (Dellus et al. 1997a) for 72 h on a rotary shaker table (100 rpm). The extract solution was condensed in a centrifuge evaporator to remove the acetone. The aqueous extract solution was frozen and dried under vacuum. The resulting dried extract was weighed into tin cups for isotope analysis. Although this extraction technique did not remove all of the soluble extractives, it was effective in providing sufficient sample for subsequent analysis. After extraction, holocellulose was isolated from the wood powder samples by the method described by Leavitt and Danzer (1993), which involves delignifying extractive-free wood powder with sodium chlorite. Any extractives that may have remained in the wood following the acetone:water extraction were removed by successive extraction steps with toluene:ethanol (2:1, v/v), 95% ethanol and hot water. The samples were delignified in a 70°C sodium chlorite solution acidified with acetic acid to pH ~4.0. Fresh sodium chlorite and acetic acid were added over time to maintain the pH ~4.0 and a bright yellow solution color. Delignification was continued until the pH of the solution was stable (about 4 days). The bags were rinsed with distilled water and dried. The cellulose residue in the bags was weighed into tin cups for isotope analysis. Only one extractive and one cellulose isolation were performed for each wood sample. Extractive and cellulose samples were analyzed for δ13C on an isotope ratio mass spectrometer (Delta Plus, Finnigan, Bremen, Germany) interfaced with an elemental analyzer (ESC 4010, Costech, Valencia, CA) located at the Integrated Stable Isotope Research Facility at the Western Ecology Division of the US Environmental Protection Agency, Corvallis, Oregon. All δ13C values (‰) were expressed relative to the Vienna PeeDee belemnite carbonate (VPDB) standard as: Rsample δ13C = 1000 Rstandard − 1 where R is the ratio of 13C to 12C atoms of the sample and the standard VPDB. Measurement precision of the spectrometer was 0.05‰ for δ13C, determined as the mean standard devia- tion of replicate analyses of standard materials. Repeated measurements of five randomly selected extractive and cellulose samples had a mean standard deviation of 0.07‰. Replicate analyses of the wood flour samples were not performed. Values of δ13C of the cellulose and the extractives were compared over the radial sequence for each tree. To capture and analyze extractives that might remain after acetone:water extraction, a follow-up analysis of the same wood disks was conducted on the outermost 12 growth rings of sapwood only. The methodology was the same, except that following the acetone:water extraction the re-dried wood samples were further extracted in a beaker with 75 ml of distilled water in a water bath at 95 °C for 8 h. Water was added as needed to compensate for evaporation. After extraction, the aqueous extract was decanted, frozen and dried under vacuum. The hotwater-soluble extractives were analyzed for δ13C as described above, as was cellulose extracted from the same samples. In the subsequent data analyses, these samples were considered separately from the above samples because of circumferential variations in ring thickness and isotope signature. Quantitative total extractive content of the sapwood and heartwood from each tree was determined on adjacent radial strips of wood (10 mm tangential × 30 mm longitudinal). Samples comprising the entire sapwood, or the number of rings of heartwood included in the isotope samples, were ground in a Wiley mill (Arthur Thomas Co, Philadelphia, PA) to pass a 20-mesh screen. Samples of the wood powder (~1.5 g) were placed in weighed filter bags, oven-dried at 103 °C for 14 h and reweighed. The bags were extracted according to the ASTM Standard Method for the Preparation of Extractive-free Wood D1105-84 (ASTM 1996), which involves successive extraction steps with toluene:ethanol (2:1, v/v), 95% ethanol and hot water. The sample bags were then oven-dried at 103 °C for 24 h and reweighed. Total extractive content of the heartwood and sapwood of each tree was determined as the mass lost from the sample. Previous chemical analyses of extractives from Douglas-fir heartwood by acetone:water extraction showed that the extract is nearly pure dihydroquercetin (Taylor et al. 2003), a biflavonoid that has been shown to be the principle heartwood extractive in Douglas-fir (Dellus et al. 1997a). Carbohydrates were not observed in the heartwood extracts and generally are absent from heartwood (Hillis 1987). For this reason, an additional hot water extraction of the heartwood was not performed. The 13C NMR analysis of sapwood 70% acetone-solu- TREE PHYSIOLOGY ONLINE at http://heronpublishing.com 924 TAYLOR, BROOKS, LACHENBRUCH AND MORRELL ble extracts obtained in this study confirmed the presence of dihydroquercetin glucoside, procyanidins and pinoresinol (Foo et al. 1992), which are probably precursors of the later formed heartwood extractives (Dellus et al. 1997a). Simple sugars were not a significant component of the sapwood 70% acetone-soluble extracts. The 13C NMR analysis of the hot-water-soluble sapwood extracts indicated they were mostly carbohydrates such as the simple sugars glucose and xylose. This is consistent with previous research on Douglas-fir sapwood (Schowalter and Morrell 2002). These compounds may be part of the energy reserve materials (starch, free sugars or lipids) that are thought to exist in sapwood in general (Sjostrom 1993). For all trees, linear regression models with an autoregressive covariance structure of the relationship between cellulose and extractives δ13C values were created with the mixed procedure in SAS (Version 9.1.3, SAS Institute Inc., Cary, NC). Results The sample trees were relatively uniform in age and sapwood depth but they varied in radial growth rates (Table 1). Sapwood extractive concentrations (~6% on average) were about half those of the heartwood extractives (~14% on average) in all trees. The difference between the δ13C values of the 70% acetone-soluble extractives and cellulose was relatively consistent, with extractives having a δ13C value about 4–5‰ more negative than cellulose (Figure 1). Within trees, the δ13C val- ues of the cellulose varied over a range of about 2‰ over the years, as represented by sampled rings, but there were no common trends over time (as represented by the growth rings sampled) or among trees. Within trees, the δ13C values of the 70% acetone-soluble extractives varied over a maximum range of about 2‰ over time, and the trends appeared to co-vary in many cases with changes in the cellulose signal (Figure 1). Regressions between cellulose and 70% acetone-soluble extractive isotope ratios were not determined at the within-tree level because sample sizes were small and highly autocorrelated. Values of δ13C in cellulose and in 70% acetone-soluble extractives were moderately correlated when data were pooled from the six trees for either sapwood or heartwood, with slopes of 0.26 and 0.29, respectively (Table 2). In both cases, the slopes of the regression lines were significantly less than 1 (P < 0.01), but significantly greater than 0 (P = 0.05) after accounting for autocorrelation. Cellulose and hot-water-soluble extractives from the sapwood samples taken from different locations in the same trees were also significantly correlated (Figure 2), but the slope of the regression equation (0.81) did not differ significantly from 1 (P = 0.50). Discussion The observed variation in δ13C of cellulose among annual rings likely reflects changes in the ratio of photosynthesis to stomatal conductance (A/g ratio) that occurred over time (Francey and Farquhar 1982). However, the annual pattern between trees was quite different, indicating that climate may not Figure 1. Cellulose (䊏) and wood 70% acetone-soluble extractive (䊊) δ13C values versus year of wood formation for samples from each of six Douglas-fir trees. Disks are arranged in descending order of diameter, reflecting radial growth rate. Arrows indicate the location of the heartwood–sapwood boundary at the time of harvest. TREE PHYSIOLOGY VOLUME 27, 2007 ISOTOPE PATTERNS OF WOOD EXTRACTIVES AND CELLULOSE 925 Table 2. Generalized least squares estimates of the slopes from linear regression models with an autoregressive covariance structure of extractives δ13C values on cellulose δ13C values for all trees together. Extractive type r2 Tissue Slope Standard error Mean square of slope error P value Slope = 0 Slope = 1 70% Acetone-soluble Sapwood Heartwood 0.33 0.34 0.26 0.29 0.13 0.10 0.46 0.33 0.05 0.01 < 0.01 < 0.01 Hot-water-soluble Sapwood 0.55 0.81 0.28 0.31 0.01 0.50 have driven the variation in the A/g ratio. A pre-harvest examination of the trees was not made, so the reasons for the distinct isotopic signatures of these Douglas-fir trees are unclear. The trees grew on the same site and were of similar age with diameters ranging from 44 to 67 cm. Variations in the diameter of the trees may reflect differences in vigor related to crown position, micro-site or other stand dynamic factors that also influenced A/g. Differences in the stable isotope values among various wood components within a year (extractives and cellulose in this study) can reflect differences in the fractionation that takes place in the biochemical synthesis pathways, or differences in photosynthetic production over the growing season that reflect climatic influences on A/g (Gleixner et al. 1993, Barbour et al. 2001, McCarroll and Loader 2004), or both. The finding that there was no significant change in the offset between cellulose and 70% acetone-soluble extractives in the sapwood compared with the heartwood (P = 0.15 from a two-sample t-test) suggests that little fractionation occurs when sapwood extractives are used as a raw material for the synthesis of heartwood extractives. The covariation of δ13C in extractives and cellulose (Figures 1 and 2) suggests that some of these sapwood extractives remain in Douglas-fir annual rings for many years. The sapwood of these trees averaged 16 annual rings (Table 1). In particular, the hot-water-soluble extractives (sugars) had a nearly 1 to 1 correlation with cellulose (slope = 0.81, r 2 = 0.55), indicating that some of these extractives were likely formed during the same year as the cellulose and stored in the sapwood for, in the case of these trees, up to 16 years. The occurrence of persistent, but potentially mobile, substances in wood rings over many years could be a factor to consider when modeling tree ring development based on isotopic data. These extractives may be available as a carbon source for Figure 2. Sapwood cellulose (䊏) and hot-water-soluble extractive (䊊) δ13C values versus year of wood formation for the outermost 12 growth rings from each of six Douglas-fir trees. Disks are arranged in descending order of diameter, reflecting radial growth rate. TREE PHYSIOLOGY ONLINE at http://heronpublishing.com 926 TAYLOR, BROOKS, LACHENBRUCH AND MORRELL (and thus could influence the isotopic ratio of) various tissues formed in the years after the extractives were first formed. This stored reserve could be a source of “error” in relationships between the carbon isotope ratios of wood components and environmental factors affecting photosynthesis. For example, the use of persistent, “old” sapwood extractives in new wood formation may be a contributing factor to the autocorrelation that has been observed among adjacent rings (Monserud and Marshall 2001). However, if these extractives were being used over time by new growth, we would expect to see a decrease in extractives with age of the sapwood, but our data and previous work with Douglas-fir and other species (Hoch et al. 2003, Taylor et al. 2003) show no such decline. We therefore speculate that, in Douglas-fir, some sapwood extractives are persistent and serve as precursors in the formation of heartwood extractives. This is in contrast to other studies showing that, depending on species, sapwood extractives are either depleted and restored annually (e.g., Sauter and van Cleve 1994, Barbaroux and Bréda 2002), or gradually decrease in concentration with distance from the cambium (e.g., Saranpaa and Holl 1989, Magel et al. 1994). Magel (2000) describes two types of heartwood formation: a Robinia-type, in which phenolic materials are absent from the sapwood, and a Juglans-type, in which phenolic, heartwood extractive precursors are found in the sapwood; however, the latter grouping is based on work with two Juglans species (Burtin et al. 1998) and Douglas-fir (Dellus et al. 1997b). Extractives in a senescing sapwood ring are believed to be raw materials for the formation of heartwood extractives (Hillis 1987, Dellus et al. 1997a, 1997b). This is supported by the finding that the δ13C values of the heartwood extractives in our study trees covaried with the cellulose δ13C values in a way that paralleled the correlation between sapwood extractive and cellulose δ13C values. The slopes of these relationships between extractives and cellulose were similar for sapwood and heartwood (0.26 versus 0.29), further supporting the idea that sapwood extractives are converted to heartwood extractives. These data also suggest that the contribution of extractive compounds imported to newly formed heartwood from elsewhere in the tree is important because the correlation between heartwood extractive δ13C values and those of cellulose had slopes of less than 1 for heartwood, and because the concentration of heartwood extractives is twice that of sapwood extractives. Hillis and Hasegawa (1963) showed that raw materials for heartwood extractive formation could be translocated radially. They injected labeled glucose into the phloem of Eucalyptus sieberiana F. Muell. trees and detected the label in heartwood extractives a few weeks later. Such imported photosynthate, whether from the phloem, outer sapwood or other storage locations, would be expected to have a different stable isotope signature than the reserve compounds in the inner sapwood because it is formed in a different year. One way to examine the importance of imported photosynthate to heartwood extractive formation is to compare the most recent ring of sapwood cellulose δ13C with the most recent ring of heartwood extractives δ13C values, and to repeat this comparison in the adjacent rings of sapwood and heart- wood of increasing age. We found no significant positive relationship of this type between sapwood cellulose and heartwood extractives within trees (simple linear regression P > 0.10, data not shown). The wood samples we studied were from a separate investigation of the relationship of growth rate and extractive content (Taylor et al. 2003). In that study, the heartwood extractive concentration in a given ring appeared to covary with the radial growth during the year that the heartwood ring was formed, suggesting that heartwood formation in a given year (annual ring) is affected by the current physiological status of the tree. Moreover, the heartwood extractive concentration was roughly double that of the sapwood (Table 1), implying that materials must be imported at the time of heartwood formation. However, in our study, the covariation in δ13C of extractives and cellulose within the same annual ring suggests that the physiology of the tree as a wood ring forms affects heartwood formation many years later when that ring is converted from sapwood to heartwood. Such complexity in the relationship between heartwood extractives and tree physiology suggests that silvicultural manipulation of heartwood durability will not be simple. In conclusion, variations in δ13C values of the cellulose of Douglas-fir coincided with similar shifts in the δ13C values of extractives located in the same ring, both in the sapwood and heartwood. These data suggest that some sapwood extractives persist within annual rings for many years, and that these substances are sources of heartwood extractives when the sapwood rings are eventually converted to heartwood. To the extent that tree physiology influences sapwood extractives, it may also affect heartwood extractive formation, and thus the natural durability of the wood. However, our data suggest that this influence may be delayed for years. The persistence, and ultimate fate, of sapwood extractives is also a factor that should be considered in tree ring isotope analyses. Acknowledgments and notes Our thanks to Dr. Joe Karchesy (OSU College of Forestry) for useful discussions of extractive analysis, to Dr. Mike Newton (OSU College of Forestry) for advice and wood samples and to Bill Griffis (EPA Integrated Stable Isotope Research Facility) for processing the isotope samples. We also thank Dr. Steve Leavitt who reviewed an earlier version of this manuscript. 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