Journal of the Torrey Botanical Society 135(3), 2008, pp. 309–316 Reproductive and seedling ecology of a semelparous native bamboo (Arundinaria gigantea, Poaceae)1 Paul R. Gagnon2,3 and William J. Platt Louisiana State University, Department of Biological Sciences, Baton Rouge, LA GAGNON, P. R. AND W. J. PLATT (Louisiana State University, Department of Biological Sciences, 202 Life Sciences Building, Baton Rouge LA 70803). Reproductive and seedling ecology of a semelparous native bamboo (Arundinaria gigantea, Poaceae). J. Torrey Bot. Soc. 135: 309–316. 2008.—Canebrakes were monodominant stands of bamboo once common in bottomlands throughout the southeastern U.S. They were habitat for many wildlife species, and have declined drastically since the 18th century. Knowledge of the reproduction of canebrake bamboos is sparse and often contradictory. We studied reproduction and the role of disturbance in one canebrake bamboo, Arundinaria gigantea (Walt.) Muhl., at two field sites in Louisiana. We noted flowering with little or no seed-set during each of four years at our primary study site, and a massflowering event at a second site from which we collected 2,000 seeds. Of these, 82–95% proved viable in germination trials. We used these seeds in a 2 3 2 factorial design at the Buckhorn Wildlife Management Area in NE Louisiana to test the effects of prior windstorm and fire on seed germination and seedling survival. Results indicate that A. gigantea is capable of reproducing in the leaf litter and partial shade typical of open forest habitat but may have problems reproducing in burned-over areas with bare mineral soil. We identified three potential bottlenecks in the species’ regeneration and proposed that successful outcrossing may drive synchronized flowering events in these and other bamboos. We presented implications for canebrake restoration efforts, plus several questions that might be examined by future studies. Key words: Arundinaria gigantea, bamboo reproduction, bottomland hardwood forest, canebrakes, fire ecology, giant cane seeds, mass-flowering, multiple disturbances, tornados, windstorms. Canebrakes are monodominant stands of bamboo once common in bottomlands throughout the southeastern U.S. The dense and expansive canebrakes described by early explorers have declined by an estimated 98% since the 18th century (Noss et al. 1995). Causes of this decline include overgrazing, land conversion to agriculture, and alteration of the disturbance regime in bottomland hardwood forests (Platt and Brantley 1997, Gagnon and Platt 2008). Canebrakes are habitat for numerous wildlife species, including several threatened and endangered species (Roosevelt 1908, Platt et al. 2001). Two of the three recognized native bamboos in the genus Arundinaria are known to form canebrakes: 1 This research was funded by U.S. Environmental Protection Agency S.T.A.R. Fellowship # U916181, a Louisiana Board of Regents Fellowship, and grants from the American Bamboo Society and the J. Bennett Johnston Science Foundation. 2 For their support and ideas we thank Tommy Tuma, Kenny Ribbeck, Randy Ewing, Heather Passmore, and Jim Cronin. We thank the Louisiana Department of Wildlife and Fisheries for logistical support. We thank three anonymous reviewers for their suggestions with this manuscript. 3 Author for correspondence. Current address: Department of Wildlife Ecology and Conservation, 110 Newins-Ziegler Hall, PO Box 110430, Gainesville, FL 32611-0430. E-mail: [email protected] Received for publication December 4, 2007, and in revised form May 5, 2008. Arundinaria gigantea (Walt.) Muhl. (Poaceae; giant cane) and A. tecta (switch cane; Triplett et al. 2006). These bamboos still occur in small, sparse stands, often along forest edges and in gaps. Due in part to their value as wildlife habitat, there is considerable interest in restoring these native bamboo stands to monodominant canebrake-like structure. Information about reproduction in canebrake bamboos is sparse and often contradictory. This is in part because, like other woody bamboos, species of Arundinaria are thought to be semelparous; they grow for decades before reproducing one time and dying (McClure 1966, Judziewicz et al. 1999). Accounts of flowering in Arundinaria vary widely, ranging from reports of occasional culms flowering yearly, to synchronized massflowering events that produce millions of seeds and massive die-offs (Hughes 1951, Marsh 1977, Platt and Brantley 1997 and references therein, Judziewicz et al. 1999). Arundinaria seed and seedling ecology is similarly enigmatic (but see Hughes 1951, Marsh 1977, Cirtain et al. 2004, and Platt et al. 2004). These bamboos are disturbance-dependent (Hughes 1957, Gagnon et al. 2007, Gagnon and Platt 2008), but little is known about how postdisturbance conditions influence seed germination and seedling survival. We studied the role of reproduction in the life history of Arundinaria gigantea. We used 309 310 JOURNAL OF THE TORREY BOTANICAL SOCIETY [VOL. 135 both descriptive and experimental approaches to: 1) determine the effects of post-disturbance conditions on seed germination and seedling survival and 2) identify and describe critical stages in cane sexual reproduction, including flowering and seed/seedling ecology. Based on our prior study of the responses of full-size plants to wind and fire disturbances (Gagnon et al. 2007, Gagnon and Platt 2008), we expected that A. gigantea seeds and seedlings would respond positively to the high light conditions of previously disturbed sites. Specifically, we hypothesized that rates of both germination and seedling survival would be higher in post-windstorm (i.e., large forest gaps), post-fire, and combined post-windstorm and post-fire conditions than under undisturbed forest canopy. Results of our study offer insights into the ecology of Arundinaria and other bamboos, and inform canebrake restoration efforts. FIG. 1. The Buckhorn Wildlife Management Area, where we planted seeds of Arundinaria gigantea, including photos of: A) the bottomland hardwood forest, B) large tornado-generated gap, C) a stand of A. gigantea growing in a small forest gap, and D) prescribed burning of A. gigantea prior to Materials and Methods. SITE DESCRIPTIONS. Our primary site was the Buckhorn Wildlife Management Area (WMA) in northeast Louisiana. Located in Tensas Parish within the lower Mississippi alluvial valley (32u 029 410 N, 91u 219 530 W), the holding was administered by the Louisiana Department of Wildlife and Fisheries. Approximately three-quarters of its 5,000 ha contained bottomland hardwood forest, and the balance was reclaimed agriculture fields. Soils were somewhat poorly drained alluvial clays on gently undulating ridge/swale terrain ranging in elevation from 10 to 25 m, and 0–3u in slope. The forested portion was managed using single-tree and group selection silviculture. In November 2000, a large F2 tornado crossed the Buckhorn WMA, leaving a very large blowdown gap. The central zone of this gap was approximately 1 km wide running the length of the holding. Within this area virtually all trees were snapped off or blown over (Fig. 1B; for a more detailed description of this tornado-generated gap see Gagnon et al. 2007). Our study species (Arundinaria gigantea) occurred throughout the holding along forest edges, under forest canopy and in the large tornado blowdown. r planting. Photo credits: Virginia Velez Thaxton (A) and Paul R. Gagnon (B, C, D). 2008] GAGNON AND PLATT: ECOLOGY OF GIANT CANE A secondary study site was Tunica Hills Wildlife Management Area. The site was located approx. 150 km south of the Buckhorn WMA, immediately east of the Mississippi River in the ‘‘Loess Hills’’ (30u 569 190 N, 91u 309 120 W), at elevations ranging from 50–75 m. Terrain included bluffs, rugged hills, and ravines. Vegetation was mixed mesophytic hardwood forests on well-drained fertile silt loam soils (Delcourt and Delcourt 1974). The focal bamboo was common in the understory and along forest edges. OBSERVATIONS OF FLOWERING, SEEDING, GERMINATION, AND ESTABLISHMENT. We documented Arundinaria gigantea reproduction at the Buckhorn WMA every winter and spring for four years. We recorded the presence of flowering individuals within patches, and made note of the size of patches. Whenever flowering culms were observed, we looked for seeds in their synflorescences (aggregations of spikelets terminal to the culm or lateral branch that compose bamboo flowering structures; Judziewicz et al. 1999), and we checked the ground for seedlings. We examined every seed we encountered for evidence of seed predation. We documented a mass-flowering event of Arundinaria gigantea at Tunica Hills WMA in spring 2004. Unlike the flowering events we witnessed at the Buckhorn WMA, A. gigantea at Tunica Hills flowered synchronously and extensively. The event produced a very large quantity of well-developed seeds, and the mature plants died immediately thereafter. On April 22, 2004 we collected approximately 2,000 of these seeds by shaking or lightly stripping them from culms. We monitored seedling growth during several subsequent visits to Tunica Hills and censused the area at the beginning of the next growing season (44 weeks after collecting the seeds). SEED AND SEEDLING EXPERIMENTS. To estimate the viability of seeds, we performed three germination trials. The day after collecting, we placed 21 well-developed seeds on a moist paper towel and kept them in partial light at room temperature. Well-developed seeds were easily distinguished by their greater size and mass (the large majority of the Tunica Hills seeds appeared to be well-developed). Six days after harvesting the seeds we randomly chose 90 to plant into a sterile, unfertilized 2:1:1 mix of peat moss, perlite, and vermiculite. We then 311 stored remaining unplanted seeds in an airtight container at 4 uC in a dark refrigerator. Four weeks after collecting seeds, we chose 100 well-developed seeds to plant into a sterile 2:1:1 mix of peat moss, vermiculite, and fertilized perlite. We kept all planted seeds at room temperature in partial shade/sun, and tallied number of germinated seeds three weeks after each planting. We used a 2 3 2 factorial design at the Buckhorn WMA to test the effects of prior windstorm and fire on seed germination and seedling survival. We set up eight study plots in the large tornado blowdown (windstorm treatment) and eight under surrounding forest canopy (windstorm control; Fig. 1). Half of the plots in each habitat had been burned three weeks prior to planting seeds (fire treatment; Fig. 1). Within each plot, we located one pair of 1 m2 subplots 2 to 5 m apart; each was devoid of competing vegetation, although adjacent vegetation was typically present. We chose only well-developed seeds for the experiment. We planted 32 seeds into each subplot by pressing seeds lightly into the soil or leaf litter. We marked the location of every seed using flags, and recensused the plots three, 11, and 44 weeks after planting. We collected data on germination, establishment, survival, and growth of each seed/seedling. We also observed the size and health of seeds and seedlings, and noted any signs of seed predation. We used ‘‘seedling survival’’ to refer specifically to the likelihood of seedlings in one census surviving to the next census. We quantified light in forest and blowdown plots. We took hemispherical canopy photos in each plot at 1.5 m in height and from these estimated percent total transmitted light using Gap Light Analyzer 2.0 (Frazer et al. 1999). Mean total transmitted light in forest plots was 16.9% 6 1.68 SE. Mean total transmitted light in blowdown plots was 89.9% 6 1.97 SE. This difference was significant (F1,14 5 798, P , 0.001). STATISTICAL ANALYSES. We used generalized linear mixed models to test effects of fire and windstorm on germination and seedling survival. We coded germination as a binary response variable weighted by the number of seeds originally planted into each subplot (32). We performed repeated measures analyses on survival, which we calculated as the number of 312 JOURNAL OF THE TORREY BOTANICAL SOCIETY seedlings alive during a given census weighted by the number alive during the previous census. Our three censuses yielded data for two transition periods as the repeated measures (time) variable. We performed these analyses using Proc Glimmix in SAS with a binomial distribution and logit link (SAS Institute 2005). In addition to the linear model analyses, we explored among-plot differences by ranking plots, and by determining individual plot contributions to overall means. Results. OBSERVATIONS OF GIANT CANE FLOWERING, SEEDING, GERMINATION, AND ESTABLISHMENT. In each of four years, Arundinaria gigantea flowered in a limited way at our primary research site (Buckhorn WMA). Flowering began in late winter, at which time leaves started to brown and dry. In March, straw-colored flowering patches grew increasingly obvious as the surrounding (non-flowering) patches began to flush new leaves. On close inspection, synflorescences resembled large heads of barley or rice (Fig. 2A). On multiple occasions we noted a single culm flowering alone. Every year small patches (presumably individual genets) flowered, but did not produce seed. On two occasions we found patches that flowered a second year but produced no seeds in either year. Twice during the four years we found somewhat larger flowering patches that did produce a limited number of seeds. These few seeds did not detach quickly, and we observed various insects consuming the seeds, including weevils (Curculionidae), chinch bugs (Blissus sp., Lygaeidae), and a small Lepidopteran larva that burrowed into and consumed seeds. Too few seeds were produced (fewer than two per culm) for germination experiments. Flowering culms always died, sometimes after a one-year lag. The mass-flowering event at our secondary research site (Tunica Hills WMA) was highly productive. When we first visited the South Tract of this site in early April 2004, virtually every culm we examined over a large area (. 500 ha) was laden with scores or even hundreds of well-developed seeds (Fig. 2B). When we returned on April 22, the greater part of the seed crop had already fallen, apparently during a windy frontal system that passed just prior. The remaining seeds detached readily, and synflorescences fractured in even a light breeze. Within the flowering [VOL. 135 area, all adult culms were already dead or dying. Seedlings of Arundinaria gigantea recruited abundantly following the mass-flowering event. On hilltops 44 weeks after seed drop, we observed approximately 12 new seedlings within a 1 m radius of each dead adult culm. Seedling density was strongly affected by local topography, and density was much higher down-slope, where seeds were apparently washed by rain. Seedlings had green leaves in late February, and many of these were new, suggesting they were actively photosynthesizing well before the forest overstory flushed spring leaves. SEED AND SEEDLING EXPERIMENTS. A large majority of A. gigantea seeds from Tunica Hills proved viable in our germination trials. Many seeds germinated within a week of planting, and the large majority germinated within three weeks of planting. When placed on a moist paper towel at room temperature immediately following seed harvest, 20 of 21 fully developed seeds (95.2%) germinated. When planted into sterile potting mix 10 days after seed harvest, 74 of 90 seeds unsorted by size (82.2%) germinated. When planted into sterile potting mix four weeks after seed harvest, 88 of 100 fully developed seeds (88.0%) germinated. These results and the large number of seeds produced per synflorescence indicate high fertilization success during the Tunica Hills flowering event. In our field experiments, seed germination was highly variable among plots. To count as ‘‘germinated’’ in our field trials at the Buckhorn WMA, seeds had to both be viable and survive long enough in-place to germinate. In three of the four treatment combinations, field germination was distinctly bimodal. In half of burned forest, unburned forest and unburned blowdown plots, field germination rates exceeded 50% (sometimes substantially), while germination in the other half was lower than 30% (in some instances much lower; Fig. 3). In contrast, germination rates in all burned blowdown plots were lower than 20% (often much lower; Fig. 3). This apparent difference between burned blowdown plots and the other three types was not statistically significant because the bimodality of germination rates in the other three treatment combinations made for high variances. For the same reason, overall tests of windstorm effects and fire effects were not significant. During our first 2008] GAGNON AND PLATT: ECOLOGY OF GIANT CANE 313 FIG. 2. Cane reproduction and regeneration, including photos of: A) flowers of Arundinaria gigantea with extruded anthers, B) seeds of A. gigantea, C) seedlings of A. gigantea 3 weeks after planting of seeds and D) seedlings of A. gigantea 11 weeks after planting. Photo credits: Paul R. Gagnon two censuses, we found evidence (i.e., the stripped off bracts of missing seeds) that many seeds had been pulled up and consumed, probably by rodents and/or birds. Seeds might also have been at risk of desiccation, especially those planted into the large blowdown in full sun. Of our 16 seedling plots, six accounted for 76% of total germination in the field, and the 314 JOURNAL OF THE TORREY BOTANICAL SOCIETY [VOL. 135 accounted for more than three-quarters (76%) of remaining seedlings, and the one-quarter of plots in the burned blowdown accounted for only 6.5%. FIG. 3. Proportion of cane seeds that germinated in each of four treatment combinations. Each unfilled circle represents one plot composed of two subplots, each with 32 seeds planted therein. Black circles represent means of the four plots in each treatment combination. one-quarter of plots in the burned blowdown accounted for only 7% of germination. Seedling survival varied over time, but the different post-disturbance environments had no measurable effect on seedling survival. On average, only 14% (6 7.1% SE) of seedlings that germinated prior to our week-3 census survived until our week-11 census, suggesting that early establishment was a critical, highrisk stage for cane seedlings. In contrast, 44% (6 15.2% SE) of seedlings alive at our week-11 census were still alive 33 weeks later for our week-44 census, indicating a marked decline in mortality once seedlings became established. Statistical analyses of seedling survival indicated no significant differences among our burned and unburned forest and blowdown plots (Table 1). As with our field germination trials, among-plot variation was high. However, seedling survival trials demonstrated no suggestive trends among the treatment combinations. By the study’s end, three of 16 plots Discussion. Our study demonstrates that Arundinaria gigantea can reproduce successfully in conditions typical of partially-open forests or canebrakes, but may face problems in bare, burned-over areas. The hypothesis that A. gigantea seeds and seedlings would do best in post-disturbance environments was unsupported by our results. Our disturbance treatments had no measurable effect on seed germination or seedling survival, and local environmental factors appeared to dictate seedling establishment more than the degree of forest canopy closure. Because of variability in seed survival, germination rates were quite high in some plots and nil in others and followed a bimodal distribution in three of our four treatment combinations. We observed that seed survival and germination was reduced on the bare mineral soil in burned blowdown plots, but this effect was not statistically significant because of high variability in all treatment combinations. Once established, seedlings did have a statistically higher rate of survival than either seeds or new seedlings. We observed that plots with the highest rates of both seed germination and seedling establishment shared two traits. First, they received partial sunlight at ground-level. We observed that seeds rarely survived and germinated in full, intense sun. In contrast, seeds in deep shade appeared to germinate without problem, but we observed that seedlings most often failed to establish. Second, successful plots had a layer of leaf-litter on the ground. We suspect leaf litter facilitated seedling establishment both by 1) hiding seeds Table 1. Result of mixed model ANOVA with repeated measures for seedling survival in Arundinaria gigantea. NDF 5 numerator degrees of freedom; DDF 5 denominator degrees of freedom based on Kenward-Roger approximation. Source of Variation: Fixed effects on seedling survival Stand type (forest or tornado blowdown) Fire (previously burned or unburned) Stand type 3 fire Census Census 3 stand type Census 3 fire Census 3 stand type 3 fire NDF DDF F P 1 1 1 1 1 1 1 11.1 11.1 11.1 14.1 14.1 14.1 14.1 1.20 0.61 0.19 8.46 2.04 0.39 1.24 0.2959 0.4511 0.6753 0.0114 0.1747 0.5448 0.2833 2008] GAGNON AND PLATT: ECOLOGY OF GIANT CANE from predators and 2) by moderating local moisture regimes. The former (predator protection) agrees with a recent study by Kitzberger et al. (2007) in Chile who found 100% mortality by seed predators for seeds of a bamboo (Chusquea culeou E. Desvaux) exposed on the soil surface, but only 20% for seeds beneath 1–3 cm of leaf litter. The latter (moisture moderation) is consistent with a study by Dattilo and Rhoades (2005) who found that transplanted clumps of Arundinaria gigantea grew significantly better when mulched, which they attributed to reduced desiccation in mulched soils. Based on our field observations, three potential bottlenecks appeared to affect Arundinaria gigantea regeneration. 1) First was successful outcrossing. At our primary research site, A. gigantea flowered in isolated patches every year but produced few seeds. In contrast, the flowering event at our secondary research site (Tunica Hills WMA) included virtually all A. gigantea culms and multiple genets over ca. 500 ha, and produced abundant well-developed seeds with high rates (82– 95%) of germination in our indoor trials. Given their comparatively low rate of seed set at our primary site, we suspect the few culms flowering there may have been pollen-limited. 2) A second potential reproductive bottleneck was seed survival. Based on our field observations, large A. gigantea seeds were consumed by various seed predators, including at least three different insects, and probably rodents and/or birds. Of the few seeds produced at the Buckhorn WMA, the majority appeared to fall prey to insect seed predators before ever detaching from synflorescences. There also appeared to be a substantial risk of predation to seeds planted in our field experiments. Although we were unable to quantify this effect, we saw evidence suggesting that seed predation was one driver of variability in our field germination trials. 3) A third potential reproductive bottleneck was seedling establishment. Established seedlings had higher rates of survival over time than either seeds or very young seedlings. Mortality of newly germinated seedlings was markedly higher during the first 11 weeks after planting than during the next 33 weeks (through the end of the seedlings’ first winter). Mass-flowering events in bamboos have been a biological curiosity for decades (Janzen 1976). Based on our observations at two 315 Louisiana study sites, we propose that the underlying driver of synchronized flowering events in Arundinaria gigantea and perhaps other bamboos is outcrossing success. Woody bamboos are wind pollinated and have mechanisms to facilitate outcrossing (stamens are exserted first, and stigmas appear after pollen is shed; Judziewicz et al. 1999). This fact and our observations of localized flowering events both suggest that genets flowering individually produce few viable seeds. Self-incompatibility and constraints on outcrossing could be the sole synchronizer of mass-flowering, or these could operate together with predator satiation (as per Janzen 1976) to select against out-ofphase individuals. Our findings have several implications for canebrake restoration efforts. First, for seeds of Arundinaria gigantea planted directly at restoration sites, a layer of leaf litter and controls on seed-predators and herbivores should improve seed survival and seedling establishment. Second, seedlings can tolerate and perhaps even thrive in moderate, though perhaps not deep shade. Third, use of multiple planting sites encompassing a range of conditions may be the best way to ensure successful seedling establishment because among-site variability in seed and seedling survival rates could be high. Fourth, growing seedlings in a greenhouse until one year of age may avoid the bottlenecks of seed survival and seedling establishment. Finally, it is possible that for success in the long term, canebrake restoration projects might need to include multiple genetic individuals that flower in-phase. Our study leaves many remaining questions about the role of sexual reproduction in the life history of Arundinaria gigantea that subsequent studies might seek to address. First is the degree to which A. gigantea is selfincompatible, which might be answered using bagging experiments of synflorescences. Second is the proportion of viable seeds that result from selfing vs. outcrossing, which might be answered by genotyping. Third is the predation rate of seeds still attached to synflorescences, which might also be answered using bagging experiments. Fourth is rate of predation after seeds fall to the ground, which might be answered using different predator exclosures. 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