08 Mountford (jl/k) 8/9/99 11:30 am Page 379 RESEARCH NOTE Effects of stand structure, composition and treatment on barkstripping of beech by grey squirrels E.P. MOUNTFORD1 AND G.F. PETERKEN2 1 2 Ecoscope Applied Ecologists, c/o 17 Butler Road, Wem, Shropshire, SY4 5YP, England Beechwood House, St Briavels Common, Lydney, Gloucestershire, GL15 6SL, England Introduction Beech (Fagus sylvatica L.) is particularly vulnerable to bark-stripping by grey squirrels (Sciurus carolinensis Gmelin), especially when it is medium-sized and growing rapidly with a high average phloem volume. Patterns of bark-stripping are best explained as a consequence of agonistic behaviour, food-seeking or learning, which is amplified by tree-growth factors, including phloem volume and bark-structure (Shorten, 1954; Taylor, 1966, 1969; Mackinnon, 1976; Kenward, 1982, 1983; Rowe, 1984; Rowe and Gill, 1985; Kenward and Parish, 1986; Gurnell, 1987; Kenward et al., 1988a, b, 1996; Kenward, 1989; Gill, 1992; Kenward and Dutton, 1996; Mountford, 1997). Bark-stripping seems more intense in stands that have been silviculturally thinned, i.e. where growth rate and phloem volume have increased, and accordingly modified patterns of stand treatment have been proposed (Kenward et al., 1988a; Kenward and Dutton, 1996). This note records supporting evidence for the influence of thinning on the intensity of barkstripping. It relates to Lady Park Wood, a mixed deciduous woodland growing on and above steep slopes on Carboniferous limestone overlooking the river Wye (UK), where stand dynamics and the growth rate of individual trees have been closely observed for over 50 years (Peterken and Jones, 1987, 1989; Mountford, 1994, 1997; © Institute of Chartered Foresters, 1999 Peterken and Mountford, 1995, 1996, 1998). The reserve comprises a non-intervention area containing both old-growth and young-growth stands, and an adjacent compartment which had a similar composition and treatment history until a part was thinned in 1982. Stand treatment Both the non-intervention area and the adjacent compartment were treated as coppice until 1902, when a programme of thinning was initiated which was designed to convert the stands to beech high forest. In 1940–45 most of the stands were felled, leaving a shelterwood of oak (Quercus petraea (Matt.) Liebl.) and beech, but parts of what is now the non-intervention reserve were retained and now constitute the old-growth stands of the reserve. All stands were allowed to re-grow naturally, until a decision was taken to manage the adjacent compartment as a source of timber and small wood, regenerating only by stump regrowth or natural seeding. In 1982, part of this ‘managed’ compartment was accordingly thinned. In 1992–3, a larger part was thinned, including some portions which had also been thinned in 1982: post-1982 stump regrowth was cut away to leave an open canopy of mainly 50year old stems with about 50 per cent crown cover. Only mature stands overlooking the Wye Forestry, Vol. 72, No. 4, 1999 08 Mountford (jl/k) 8/9/99 11:30 am 380 Page 380 F O R E S T RY and stands on steep narrow slopes higher up remained unthinned, i.e. their stand history was similar to that of the old-growth stands within the non-intervention reserve. The stands available were therefore: To compare damage levels, a quantitative index of damage was generated by treating the damage score for each level as a measure, and averaging the total for all individuals in a particular sizeclass: • Old-growth, non-intervention, canopy age about 80–190 years. These grow (1) above a central cliff line on dry, freely drained soils, and (2) below the cliff line on a mosaic of rock outcrops and deep, moist, alkaline clay loam. • Young-growth, non-intervention, canopy age about 50 years, but with older standards. • Thinned stands in the managed compartment, canopy age about 50 years, with a scatter of older standards. • Unthinned stands in the managed compartment, age intermediate between old- and young-growth in the non-intervention reserve. 3 s) Damage Index = S(n _______ N where: n = number of stems in each damage category s = maximum damage score N = total number of stems in each size-class Chi-square tests of association were used to compare the numbers of stems in particular size or damage categories. Analysis of variance (ANOVA) was used to compare mean growth rates in different stands. Results Methodology The changes in the stands of the non-intervention reserve were studied by means of nine permanent transects (Peterken and Backmeroff, 1988). A tenth transect was established in the managed compartment by Tim Barfield of the Nature Conservancy Council in 1984. All trees on transects I–IX were recorded in April/May 1992 or June 1993, and on transect X in April 1997. The condition of each beech stem standing alive was assessed as part of this record. Bark-stripping damage to the main trunk and crown forks was assessed against a five-point scale: 0 = no damage (no bark removed) 1 = limited damage (< 10 per cent bark removed) 2 = moderate damage (10–50 per cent bark removed) 3 = severe damage (> 50 per cent bark removed) 4 = very severe damage (ring-barked) Bark-stripping damage was recorded first for the lower (< 2 m height) and then for the upper trunk (> 2 m height), and categorized according to the maximum damage score. Thus a stem that scored 0/2 (i.e. no lower stem damage and moderate upper stem damage) was classified into the moderate damage category, whereas a stem that scored 3/1 was classified into the severe damage category. Table 1 shows that the intensity of bark-stripping in the thinned stand was greatest for stems of 10–35 cm d.b.h. This compares with Mountford’s (1997) finding in the non-intervention reserve that the vulnerable size range was 10–25 cm d.b.h. Since the high index value for the 30–34.9 cm class was due to single stem of 31 cm d.b.h., the vulnerable size range is regarded to be 10–30 cm d.b.h. Within this range 34 of 49 stems were at least moderately damaged, a significantly higher level than for the smaller or larger size ranges (x2 = 53.1, d.f. = 2, P < 0.001 (Table 1). Tables 2 and 3 give damage indices for five types of stand and three size classes of beech. These suggest that three further factors influence the intensity of damage in addition to stem size. Density of beech No damage was found in the old-growth stands below the cliff, where beech was sparse (< 100 stems ha–1), but some damage was found in the old-growth above the cliff, albeit at a low density, where beech formed the major component of the stand (> 250 stems ha–1). Damage was most substantial in all parts of transect X and in the younggrowth non-intervention stands where beech density was high and vulnerable 10–30 cm d.b.h. stems were abundant. 08 Mountford (jl/k) 8/9/99 11:30 am Page 381 EFFECTS ON GREY SQUIRREL BARK-STRIPPING 381 Table 1: Severity of bark-stripping to beech stems in the thinned sections of transect X in the managed compartment. Damage is shown in relation to stem size and five bark-stripping categories (see text for details). For each size-class an overall damage index is given (see text for details) Stem d.b.h. class (cm) Bark-stripping category ——————–——————————————————————————— None Limited Moderate Severe Very severe (n) (n) (n) (n) (n) Damage index <5 5–9.9 10–14.9 15–19.9 20–24.9 25–29.9 30–34.9 35–39.9 40+ 62 9 1 1 1 0 0 0 2 11 7 3 5 4 0 0 1 0 3 0 0 9 1 1 1 0 0 4 3 5 2 2 2 1 0 0 0 1 4 5 2 1 0 0 0 0.4 1.0 2.6 2.2 2.0 3.0 2.5 1.0 0.0 All stems 76 31 15 19 13 1.1 Age of stand Damage intensity in the stands growing above the cliff in the non-intervention stands was far greater in the young-growth than in the old-growth, and the difference was disproportionate to the difference in density. Damage was substantial in the unthinned stand on transect X, which was intermediate in age between the old- and younggrowth. Management The thinned stand was damaged far more than the unthinned portions of transect X, and very few beech escaped some damage. Most importantly, the number of damaged stems was greater in the most vulnerable size class (x2 = 6.21, d.f. = 1, P < 0.025), including stems with severe or greater damage (x2 = 4.12, d.f. = 1, P < 0.05) (Table 3). The thinned stand was also damaged more than the young-growth non-intervention stands. However, in the most vulnerable size class only the total number of damaged stems was greater (x2 = 8.09, d.f. = 1, P < 0.005), with no significant associations obtained for stems with moderate or greater damage (x2 = 0.61, d.f. = 1, P > 0.1), or severe or greater damage (x2 = 0.66, d.f. = 1, P > 0.1) (Table 3). The recent rates of increment growth in relation to stem size are given for the thinned and unthinned portions of transect X (Figure 1) and the young-growth non-intervention stands (Figure 2). Average growth rate of vulnerable-sized stems was greatest in the thinned stands (0.438 cm a–1) (ANOVA F = 36.88young-growth, 19.73unthinned; Pmin < 0.0001): the unthinned (0.275 cm a–1) and young-growth stands (0.291 cm a–1) had similar lower average rates (ANOVA F = 0.35; P = 0.55). In all stands, most rapidly-growing stems were within the vulnerable size range, and damage to these was especially frequent. However, slowgrowing vulnerable-sized stems were also selected, especially in the young-growth stands. Tables 4 and 5 compare damage levels in stands according to the date of thinning. Within the vulnerable size range, stands thinned in 1982 had a slightly higher damage index than stands thinned in 1993, principally because stems with severe or very severe damage were more numerous in the earlier thinned stand (x2 = 3.38, d.f. = 1, P < 0.1). Stands thinned in both years had intermediate levels of damage, but the few larger stems had all been at least moderately damaged. Discussion Grey squirrel populations and the intensity of bark-stripping vary from year to year. Furthermore, populations at Lady Park Wood were controlled by poisoned bait until 1996, when Forest Old-growth below cliff Old-growth above cliff Transect X: unthinned Young-growth Transect X: thinned Stand 1992 1992 1997 1993 1997 Survey date 0.48 1.02 0.29 1.99 0.60 Transect area (ha) 81 254 497 332 272 6 57 155 106 82 30 115 91 410 100 0.00 0.03 0.09 0.62 0.49 Stems up to 10 cm Density of d.b.h. 10–29.9 cm ———————— d.b.h. beech Number Damage (n/ha) of stems index 3 58 45 208 49 0.00 0.16 1.56 2.17 2.35 Stems 10–29.9 cm d.b.h. ———————— Number Damage of stems index 6 77 3 16 5 0.00 0.01 0.67 0.56 1.20 Stems 30 cm d.b.h. and above ———————— Number Damage of stems index 382 Density of all beech stems (n/ha) 8/9/99 11:30 am Table 2: Bark-stripping damage indices (see text for details) for five stands with different densities of beech, ages, stem sizes, and treatments 08 Mountford (jl/k) Page 382 F O R E S T RY 08 Mountford (jl/k) 8/9/99 11:30 am Page 383 EFFECTS ON GREY SQUIRREL BARK-STRIPPING 383 Table 3: Number of beech stems in the 10–29.9 cm d.b.h. size-class with different levels of bark-stripping (see text for details) in three stands of similar composition but different treatment Stand Transect X: thinned Transect X: unthinned Young-growth Not damaged (n) 3 11 51 Damaged (n) Less than moderate damage (n) Moderate or greater damage (n) 46 34 157 15 27 76 34 18 132 Less than Severe or severe greater damage damage (n) (n) 26 33 97 23 12 111 Figure 1. Relationship between stem size, growth rate, and severity of bark-stripping to beech in the thinned (left) and unthinned (right) stands of transect X. The zone within which stems spent more than half the period in the vulnerable size range (10–30 cm d.b.h.) is indicated by dashed lines. Stems with severe/very severe damage (d), moderate (s), or none/limited (+) damage are identified. Enterprise decided to suspend this operation (Simon Wallace, personal communication). Comparisons between the non-intervention reserve and managed compartment could have been influenced by such variation. However, no substantial increase in bark-stripping was noted during routine surveillance of all stands after 1993, so the difference in years of recording is discounted as a significant factor. In any case, baiting appeared to have little effect before 1993 (Mountford, 1997). At Lady Park Wood, several factors appear to be important in determining which stands have suffered high levels of damage. The most vulnerable were those with beech growing as a major 08 Mountford (jl/k) 8/9/99 11:30 am Page 384 384 F O R E S T RY Figure 2. Relationship between stem size, growth rate, and severity of bark-stripping to beech in the younggrowth stands. The diagram is divided into two for clarity: stems with severe/very severe damage (d) are shown to the left, and stems with moderate (s) or none/limited (+) damage are shown to the right. The zone within which stems spent more than half the period in the vulnerable size range (10–30 cm d.b.h.) is indicated by dashed lines. NB: each point may represent more than one stem. Table 4: Bark-stripping damage indices (see text for details) in relation to stem size for beech in three stands that were thinned at different dates Date stand thinned Thinned 1982 only Thinned 1982 and 1993 Thinned 1993 only Stems up to 10 cm d.b.h. Stems 10–29.9 cm d.b.h. ——————————— ——————————— (n) Damage (n) Damage index index 60 28 12 0.40 0.64 0.58 component, including many stems in the vulnerable size range, i.e. 10–30 cm d.b.h, some of which were fast-growing. However, it should be noted that growth rate measured over more than a decade may be different from the actual growth rate when the bark was stripped. 12 11 26 2.75 2.45 2.12 Stems 30 cm d.b.h. and above ——————————— (n) Damage index 0 3 2 0.00 1.67 0.50 A correlation between growth rate and barkstripping has been reported or inferred in several other studies (Mackinnon, 1976; Kenward, 1982, 1983; Kenwood and Parish, 1986; Kenward et al., 1988a, b; Kenward, 1989; Kenward et al., 1996; Kenward and Dutton, 1996). In Lady Park 08 Mountford (jl/k) 8/9/99 11:30 am Page 385 EFFECTS ON GREY SQUIRREL BARK-STRIPPING 385 Table 5: Number or beech stems in the 10–29.9 cm d.b.h. size-class with various levels of bark-stripping damage (see text for details) in three stands that were thinned at different dates Date stand thinned Thinned 1982 only Thinned 1982 and 1993 Thinned 1993 only Damaged (n) Less than moderate damage (n) Moderate or greater damage (n) 2 10 2 10 3 9 0 1 11 25 3 10 8 16 6 17 5 9 Not damaged (n) Wood, damage has been greatest in the size-class of stems which are moving into their period of fastest growth, and within that size class it has tended to be greater in the stems that were actually growing fastest. Damage within the nonintervention old-growth stands has been limited, mainly because stems in the vulnerable size range occupy the sub-canopy and are thus growing slowly (Mountford, 1997), whereas growth of such stems in the young-growth has been faster, and in the thinned stands it has been faster still. In thinned portions of transect X, growth rates within the vulnerable range were greater than those in the unthinned portion, and damage levels were correspondingly higher. Recent release after thinning may explain why several apparently slow-growing stems in the thinned stands were so severely debarked in 1997. Growth rates in the non-intervention young-growth may have accelerated after rapid loss of birch following the 1976 drought (Peterken and Jones, 1989; Mountford, 1994), and this could have stimulated bark-stripping (Mountford, 1997). A history of bark-stripping appears important. Once squirrels have learnt to strip bark the habit is likely to be repeated (Kenward et al., 1988b). This helps explain the high levels of damage to the non-intervention young-growth stands, where localized damage patches of both slow and fast growing vulnerable size stems have developed since an outbreak in 1983 (Peterken and Jones, 1989; Mountford, 1997). Damage in the managed compartment has noticeably accelerated following the thinning in 1993. Spatial factors may also be significant. The incidence of grey squirrel damage has been patchy, even within a uniform stand (Mountford, 1997) and this may influence comparisons between the Less than Severe or severe greater damage damage (n) (n) relatively small samples available in this study. The very low density of beech in the old-growth below the cliff may explain the lack of damage, even though the few beech were generally fast growing. The relatively high levels of damage in the unthinned portions of transect X may partly reflect the close proximity of these stands to the most severely damaged thinned portions. Implications for management Beech is more susceptible to bark-stripping than other native trees (Shorten, 1954; Rowe, 1984; Rowe and Gill, 1985): at Lady Park only localized stripping of birch (Betula pendula Roth), ash (Fraxinus excelsior L.), field maple (Acer campestre L.), hazel (Corylus avellana L.), and willow (Salix caprea L./S. cinerea L.) has been observed. Many other mixed beech stands in Britain have suffered substantial damage, and alternative silvicultural treatments have been proposed in order to mitigate damage (Kenward et al., 1988b; Kenward and Dutton, 1996). Based on the present observations, three silvicultural treatments are recommended where control of grey squirrels is impractical: • Growing alternative species less susceptible than beech to bark-stripping. In the case of Lady Park Wood, it would have been better to retain more ash, oak, small-leaved lime (Tilia cordata Mill.), large-leaved lime (Tilia platyphyllos Scop.) and birch. • Growing beech as a minority component of mixtures until final thinning. Squirrels appear to have overlooked vulnerable beech where they were rare in the stand. 08 Mountford (jl/k) 8/9/99 11:30 am 386 Page 386 F O R E S T RY • Growing beech-dominated stands under continuous cover treatments rather than uniform thinning. This will help maintain slow growth through the vulnerable size range. Acknowledgements This work formed part of the RENFORS project – REgeneration of Native FORest Stands for timber production and environmental value – funded by the European Communities Directorate-General for Agriculture (Contract FAIR PL95-0420). Access to Lady Park Wood was provided by the Forestry Commission, English Nature and the Countryside Council for Wales, who jointly manage the site as a National Nature Reserve. 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