Tree Physiology 28, 105–112 © 2008 Heron Publishing—Victoria, Canada Estimating the onset of cambial activity in Scots pine in northern Finland by means of the heat-sum approach JEONG-WOOK SEO,1,2 DIETER ECKSTEIN,1 RISTO JALKANEN,3 SOPHIE RICKEBUSCH4 and UWE SCHMITT5 1 University of Hamburg, Department of Wood Science, Division Wood Biology, Leuschnerstrasse 91, D-21031 Hamburg, Germany 2 Corresponding author ([email protected]) 3 Finnish Forest Research Institute, Rovaniemi Research Unit, Box 16, FI-96301 Rovaniemi, Finland 4 Swiss Federal Research Institute WSL, Land Use Dynamics Research Unit, Zuercherstrasse 111, CH-8903 Birmensdorf, Switzerland 5 Federal Research Centre for Forestry and Forest Products, Institute for Wood Biology and Wood Protection, Leuschnerstrasse 91, D-21031 Hamburg, Germany Received March 14, 2007; accepted May 18, 2007; published online October 15, 2007 Summary We estimated the date of onset (Dateest) of cambial activity by the pinning method in Scots pine (Pinus sylvestris L.) trees at Vanttauskoski (Site 1) and Laanila (Site 2) near the latitudinal limit of Scots pine in northern Finland. In each year and at each site, observations were made on a different set of five trees. The estimated dates of onset of cambial activity were compared with the corresponding heat sums, calculated in degree-days according to two models. Within years, Dateest varied among trees by up to 15 days at Site 1 and up to 13 days at Site 2. Among years, mean Dateest varied by 15.3 days at Site 1 and 12.0 days at Site 2. The overall mean Dateest differed between sites by 6 days (June 5 at Site 1 and June 11 at Site 2). Among all trees in all years, the mean number of degree days (d.d.) calculated from mean daily temperature above a threshold of 5 °C before Dateest ranged from 68.7 to 135 d.d. at Site 1 and from 37.4 to 154.7 d.d. at Site 2. Among years, the mean heat sum before Dateest ranged from 94 to 112.5 d.d. at Site 1 and from 61.4 to 136 d.d. at Site 2. Variation among years in heat sum before Dateest at Site 2 was highly significant, indicating that one or more factors other than, or in addition to, heat sum determines the onset of cambial activity in Scots pine. Similar results were obtained when heat sum was computed from the area between the sine wave generated by daily maximum and minimum temperature and the threshold temperature. Keywords: boreal forest, degree days, Pinus sylvestris, wood formation. been used to predict the onset, intensity, duration and cessation of phenological activities in both herbaceous plants (e.g., George et al. 1988, Gillen and Ewing 1992) and trees (e.g., Sarvas 1972, Kramer 1994, Karlsson et al. 2003). Trees at their upper latitudinal and elevational distribution limits are regularly exposed to large diurnal and seasonal temperature fluctuations. Meristematic tissues are particularly vulnerable to frost damage in late spring and early autumn (Häkkinen et al. 1995), but early expansion of vegetative tissue can be advantageous for maintaining site dominance (Bailey and Harrington 2006), provided that the risk of damage by spring frost is not too great (Hannerz 1999). Summer temperature is the principal controller of radial growth of Scots pine in northern ecotones (Laitakari 1920, Hustich 1948, Mikola 1950, Sirèn 1961). Due to this strong and stable climatic signal, boreal pines have been used successfully as “climate archives” for past summer temperatures (e.g., Briffa et al. 1990, Helama et al. 2002, McCarroll et al. 2003). However, knowledge of intra-annual dynamics of wood formation and its relation to temperature is poor. The objectives of this study were to determine by direct microscopic observation the time of onset of wood formation of Scots pine in the Finnish northern boreal zone and examine its relationship with the accumulated heat sum calculated in d.d. according to two models. One model, based on that of Sarvas (1972), computes heat sum from daily mean temperature. The other model, based on that of Allen (1976), computes heat sum from the area beneath a sine wave, defined by the daily maximum and minimum temperatures, and the threshold temperature. Introduction Material and methods Ecologists often use heat accumulation above a threshold temperature, most commonly expressed in degree-days (d.d.), to predict the effect of temperature on biological processes (Baskerville and Emin 1969). For example, heat sums have Study sites and trees Scots pine (Pinus sylvestris L.) trees were selected at two sites in the northern boreal zone of Finland: Vanttauskoski (Site 1, 106 SEO, ECKSTEIN, JALKANEN, RICKEBUSCH AND SCHMITT 66°22′ N 26°43′ E, 150 m a.s.l.) and Laanila (Site 2, 68°30′ N 27°30′ E, 220 m a.s.l.). Sites 1 and 2 are located about 300 and 80 km, respectively, south of the northern limit of Scots pine’s distribution. The Arctic Circle goes through Site 1 (Figure 1). At both sites, the intra-annual cambial activity of a different set of five dominant trees was monitored weekly over the growing seasons each year from 2000 to 2004 (Table 1), except in 2004, when only four trees were monitored at Site 1. The study trees were felled at the end of the year of observation. Mean age at breast height of the sampled trees was 43 years at Site 1 and 42 years at Site 2. through the bark into the outer xylem, causing the death of cambial cells adjacent to the pin and inducing the formation, further away, of modified cells (Figure 2). These features were observed by light microscopy in cross sections of the stems of the felled sample trees. The calendar date of pinning could be matched to the site of abnormal cell formation, thus making it possible to count the cells between pinning dates and to estimate the date of onset and termination of cambium activity. On each date, a pin was inserted, about 1.3 m above ground, at three points about 2.5 cm apart (Seo et al. 2007, Figure 2). Cambial activity was monitored at a single stem height to avoid the complication of vertical differences in the timing of cambial activity (Savidge and Wareing 1984). The trees were pinned weekly from the end of May to the end of August allowing the determination of the dates of onset and termination of cambial activity with an accuracy of about 1 week. The better than 1-week resolution of the time of onset of cambial activity was based on two assumptions: (1) that on a weekly time scale, cambial activity proceeds at a constant rate, and (2) that the cambium of the tree forming the most tracheids during the week in which the onset of wood formation was observed had been active for the entire week. The day when the onset of wood formation was observed was called Dateobs and the day when wood formation was estimated to have started was called Dateest (Table 2). In the 1-week interval before Dateobs, trees formed n tracheids; n tracheids as a percentage of the total number of tracheids formed by each tree during a study year is called n%. The value referred to as maximum percentage of tracheids per day (Max % per day) is the highest n% value of any tree in a given year. The number of days required by each tree to produce n tracheids before Dateobs (Days, in Table 2) was then calculated by dividing n% by max % per day. This value was then subtracted from Dateobs to obtain Dateest. Determining the onset of wood formation Meteorological data The onset of cambial activity was determined by the pinning method (Wolter 1968). A 1.2-mm-diameter pin was inserted Mean (Tmean), maximum (Tmax) and minimum (Tmin) daily temperatures were measured 2 m above the soil surface; climate Figure 1. Location of the study sites (䊉) and meteorological stations (䉱). Site 1: Vanttauskoski and Rovaniemi; Site 2: Laanila and Ivalo. Table 1. Study trees sampled at Sites 1 (Vanttauskoski) and 2 (Laanila). Abbreviation: SD = standard deviation. Year ID No. of trees Height (SD) (m) DBH (SD) (cm) Mean age and age range (years) at breast height Site 1 2000 2001 2002 2003 2004 V01–V05 V06–V10 V11–V15 V16–V20 V21–V24 5 5 5 5 4 15.5 (0.7) 14.8 (1.0) 14.9 (0.3) 14.6 (0.9) 15.5 (0.5) 20.2 (2.6) 17.0 (1.0) 16.8 (0.8) 16.6 (1.7) 18.0 (1.2) 49.4 (46–54) 41.8 (41–43) 42.6 (40–45) 39.8 (37–43) 42.0 (40–44) Site 2 2000 2001 2002 2003 2004 L01–L05 L06–L10 L11–L15 L16–L20 L21–L25 5 5 5 5 5 11.1 (1.2) 11.0 (0.9) 11.7 (1.1) 10.9 (0.9) 9.8 (1.0) 14.2 (0.8) 14.4 (1.3) 14.6 (1.1) 15.2 (1.1) 15.0 (0.7) 42.6 (40–49) 43.4 (36–47) 43.2 (38–47) 43.2 (42–44) 37.2 (33–39) TREE PHYSIOLOGY VOLUME 28, 2008 HEAT-SUM DEVELOPMENT AND THE ONSET OF CAMBIAL ACTIVITY 107 Figure 2. Illustration of the pinning method; (a) a diagramatic representation of the pinning device and a photograph of Tree 21 after pinning on four dates. On each date the pin was inserted three times in a spiral pattern 1.3 m aboveground; (b) transverse (T) and radial (R) sections showing the pin inserted through the phloem (Ph) and cambium (Ca) into the xylem (EW, earlywood; LW, latewood). data were obtained from the Rovaniemi and Ivalo meteorological stations, which are located close to Sites 1 and 2, respectively (Figure 3). Calculation of degree-day sum (d.d.) We calculated heat sum (d.d.) in two ways. Model 1, a modification of the method of Sarvas (1972), computes degree-day sum (d.d.) from daily mean temperature (Figure 4a) as: d.d. = 365 ∑( TDiff ) i (1) i=j Ti – 5 TDiff = 0 d.d. hd1 0 for T min ≤ k, Tmax ≤ k 1 (2) = 2 ( Thd1 – k) for T min ≥ k, Tmax ≥ k 1 π 2 π ( Thd1 – k)( 2 – θ) + α cos θ otherwise [ ] where k − Thd1 ) α α = 12 ( Tmax – Tmin) θ = arcsin( Thd1 = 12 ( Tmax + Tmin) for Ti > 5 otherwise where d.d. is the sum of TDiff, i.e., the sum of the differences between the daily mean temperature (Ti) and the threshold of +5 °C; j is the day of year (DOY) when the mean daily temperature is greater than or equal to the threshold for at least five consecutive days (arrowhead in Figure 4a). Model 2, which is a modification of the model of Allen (1976), is based on daily maximum and minimum temperatures (Figure 4b) and computes the area between the sine wave generated by these variables and a threshold value, in this case +5 °C. The d.d. for the first half-day (d.d.hd1, black area in Figure 4b) is computed as: and k is the threshold temperature, α is the amplitude of the sine curve and θ is the point (in radians) at which the sine curve crosses the threshold k. This computation is repeated with Tmax and Tmin+1 (minimum temperature of the following day) to obtain d.d.hd2 (light gray area in Figure 4b); d.d.d is the sum of the two half-days and d.d.y is the sum for all the days in year y: d.d. d = d.d. hd1 + d.d. hd2 d.d. y = ∑ d.d. d for d = 1 to 365 (3) In Figure 4b, Case 1 (Equation 2) occurs twice in Day 1, Case 2 occurs in the second half of Day 3 and in Day 4, and Case 3 occurs in Day 2 and the first half of Day 3. TREE PHYSIOLOGY ONLINE at http://heronpublishing.com 108 SEO, ECKSTEIN, JALKANEN, RICKEBUSCH AND SCHMITT The long-term mean of the annual heat sum accumulated between spring and autumn was calculated for the 1961 to 1999 period at each site. The heat sum calculation started in spring as indicated in Figure 4a and ended in autumn, when the temperature dropped below the +5 °C threshold for five consecutive days. This long-term mean is used as a site-specific reference. Comparison of Dateest and the accumulated heat sum The non-parametric Kruskal-Wallis rank sum test (Breslow 1970) was performed to assess whether the means of the dates for the onset of wood formation and of the accumulated d.d. differed significantly between study years. Results Onset of wood formation Onset of wood formation was determined by observations on traverse and radial sections of stems pinned throughout the growing season in the years 2000 through 2004 (Tables 2a and 2b, column Dateest). Within years, Dateest differed among trees by up to 15 days at Site 1 and up to 12 days at Site 2, reflecting within-population genotypic variation, microsite differences, or error in the determination of Dateest. Among years, mean Dateest differed by up to 15 days at Site 1 and up to 12 days at Site 2, reflecting both variation among sample tree populations and climatic differences among years. For all trees and Table 2a. Onset of wood formation in Scots pine and corresponding degree-day sums (d.d.) calculated according to Models 1 and 2 at Site 1 (Vanttauskoski). Abbreviations: ID is the tree identification number; Dateobs is the first date when newly formed wood was observed; n number of tracheids newly formed before Dateobs; n% is the value of n as a percentage of the total number of tracheids formed in the study year (bolded text marks the highest n% value in a study year); Max % per day is the maximum percentage of tracheids formed per day before Dateobs, calculated from the highest n% value among the sample trees divided by 6; Days is the number of days to produce n% tracheids; Dateest is the estimated date of onset of wood formation; and SD is standard deviation. Dateobs and Dateest are given as day of year (DOY). Year 2000 ID V01 V02 V03 V04 V05 Dateobs (DOY) 158 158 158 158 158 Tracheids n 3.0 1.5 2.5 1.5 3.0 Days n% 7.5 5.1 8.3 3.5 8.3 Max % per day 1.4 1.4 5 4 6 2 6 Mean (± SD) 2001 V06 V07 V08 V09 V10 162 162 162 169 169 2.0 1.0 1.0 1.5 4.0 4.9 3.3 2.3 3.8 7.1 1.2 4 3 2 3 6 Mean (± SD) 2002 V11 V12 V13 V14 V15 161 154 147 147 147 4.0 2.0 1.0 4.0 1.5 9.3 5.5 1.8 4.7 3.1 1.6 6 4 1 3 2 Mean (± SD) 2003 V16 V17 V18 V19 V20 153 153 153 167 167 5.0 3.5 4.5 6.5 2.5 9.4 5.5 9.5 16.5 6.9 2.7 4 2 4 6 3 Mean (± SD) 2004 V21 V22 V23 V24 173 166 166 166 2.5 4.0 3.0 3.0 13.9 12.7 6.4 8.1 2.3 6 5 3 4 Mean (± SD) TREE PHYSIOLOGY VOLUME 28, 2008 Dateest (DOY) Degree-days (d.d.) Model 1 Model 2 153 154 152 156 152 110.7 117.5 105.5 123.3 105.5 135.6 142.0 130.5 147.5 130.5 153.4 (1.7) 112.5 (7.8) 137.2 (7.4) 158 159 160 166 163 68.7 76.9 85.0 135.0 104.2 112.6 121.4 129.8 183.0 150.9 161.2 (3.3) 94.0 (26.5) 139.5 (28.1) 155 150 146 144 145 171.2 116.9 76.7 70.6 71.5 192.5 141.8 105.1 96.8 100.2 148.0 (4.5) 101.4 (43.5) 127.3 (40.7) 149 151 149 161 164 85.3 91.8 85.3 128.0 132.8 105.8 112.6 105.8 149.9 156.3 154.8 (7.2) 104.6 (23.7) 126.1 (24.9) 167 161 163 162 129.0 95.4 106.5 100.7 156.2 123.9 134.2 128.9 163.3 (2.6) 107.9 (14.8) 135.8 (14.2) HEAT-SUM DEVELOPMENT AND THE ONSET OF CAMBIAL ACTIVITY 109 Table 2b. Onset of wood formation in Scots pine and corresponding degree-day sums (d.d.) calculated according to Models 1 and 2 at Site 2 (Laanila). Abbreviations: ID is the tree identification number; Dateobs is the first date when newly formed wood was observed; n number of tracheids newly formed before Dateobs; n% is the value of n as a percentage of the total number of tracheids formed in the study year (bolded text marks the highest n% value in a study year); Max % per day is the maximum percentage of tracheids formed per day prior to Dateobs, calculated from the highest n% value among the sample trees divided by 6; Days is the number of days to produce n% tracheids; Dateest is the estimated date of onset of wood formation; and SD is standard deviation. Dateobs and Dateest are given as day of year (DOY). Year 2000 ID L01 L02 L03 L04 L05 Dateobs (DOY) 157 164 164 164 164 Tracheids Days n n% 2.5 3.5 2.5 3.5 6.0 9.3 8.5 5.8 9.2 15.8 Max % per day 2.6 4 3 2 4 6 Mean (± SD) 2001 L06 L07 L08 L09 L10 169 163 169 163 163 3.0 2.5 7.0 2.5 2.5 7.0 8.6 19.4 7.9 4.9 3.2 2 3 6 2 2 L11 L12 L13 L14 L15 161 161 161 161 161 1.5 3.0 2.5 2.5 5.0 5.1 8.0 9.1 10.2 14.5 2.4 2 3 4 4 6 Mean (± SD) 2003 L16 L17 L18 L19 L20 160 167 167 167 174 2.5 6.0 6.5 3.0 3.5 7.6 15.0 15.3 8.1 11.7 2.6 3 6 6 3 5 Mean (± SD) 2004 153 161 162 160 158 158.8 (3.6) Mean (± SD) 2002 Dateest (DOY) L21 L22 L23 L24 L25 173 173 173 173 173 4.5 7.5 4.0 6.5 4.5 23.7 15.8 7.8 15.5 12.0 4.0 Mean (± SD) 6 4 2 4 3 167 160 163 161 161 Heat sum versus the date of onset of wood formation The heat unit approach (as defined by Wang 1960) is based on the assumption that the biological process of wood formation begins as soon as a certain amount of heat has been accumulated over time. However, there was a strikingly high variability in the d.d. sums calculated according to Model 1 until the onset of wood formation (Tables 2a and 2b). In absolute values, d.d. before Dateest for individual trees ranged from 68.7 to 135.0 at Site 1 and from 37.4 to 154.7 at Site 2. Model 1 Model 2 60.6 91.0 96.7 88.7 80.6 71.7 104.5 110.8 101.9 93.4 83.5 (14.1) 96.8 37.4 68.9 51.9 51.9 96.5 (15.2) 110.2 90.0 116.8 102.7 102.7 162.4 (2.8) 61.4 (22.7) 104.5 (10.0) 159 158 157 157 155 154.7 144.7 133.7 133.7 113.4 172.5 162.4 150.7 150.7 132.2 157.2 (1.5) 136.0 (15.4) 153.7 (15.1) 157 161 161 164 169 81.9 87.8 87.8 88.9 101.1 117.7 127.6 127.6 130.8 144.7 162.4 (4.5) 89.5 (7.0) 129.7 (9.7) 167 169 171 169 170 87.4 89.1 100.5 89.1 93.3 113.8 117.0 127.7 117.0 121.1 91.8 (5.3) 119.3 (5.4) 169.2 (1.5) years, Dateest occurred 6 days earlier at Site 1 (June 5) than at Site 2 (June 11). Degree-days (d.d.) Interannual variation in the relationship between onset of cambial activity and accumulated heat sum Heat sum before Dateest varied by 18.5 d.d at Site 1 and 74.6 d.d. at Site 2. The variation among years at Site 2 was highly significant, indicating that a factor or factors other than, or in addition to, heat sum determines the onset of cambial activity in P. sylvestris (Table 3). Heat sum determined by Model 1 versus Model 2 Model 2 generally yielded higher d.d. values than Model 1, but the variability of the standard deviation was about the same. The variation in the standard deviation differed between years; TREE PHYSIOLOGY ONLINE at http://heronpublishing.com 110 SEO, ECKSTEIN, JALKANEN, RICKEBUSCH AND SCHMITT Figure 3. Daily mean (bold), maximum (plain), and minimum (dotted) temperature at the Rovaniemi and Ivalo meteorological stations from January to June during the five monitoring years; the shaded background indicates the area above the +5 °C threshold. it was low in 2000 and 2004 at Site 1 and in 2003 and 2004 at Site 2, but high in 2002 (Site 1) and 2001 (Site 2). Discussion In northern Finland, height growth of Scots pine trees begins between the end of April and the end of May (Salminen and Jalkanen 2007) and radial growth begins between the end of May and mid-June (Hustich 1956). The growing season, if defined as the number of days when the daily mean temperature is above +5 °C, is between 110 and 130 days (Jalkanen 2005), but if defined in terms of wood formation (height and radial growth) it is, depending on the year, 77 to 93 days at Site 1 and 58 to 75 days at Site 2. Based on dendrometer readings, Mielikäinen et al. (1998) estimated that about 100 d.d. are necessary to trigger the onset of tree-ring formation. Our results, based on the same heat-sum model as in Mielikäinen et al. (1998), show a 5-year mean of 104 and 93 d.d. for the onset of wood formation at Sites 1 and 2, respectively. Schmitt et al. (2004), working from direct microscopic observations of cambial activity, calculated 85 to 90 d.d. for the onset of wood formation for the same sites in 1996, which was the coldest summer in northern Finland during the last 15 years. In our study, Scots pine close to the northern border of its distribution (Site 2) started radial growth at breast height between June 1 and 19 depending on the year, corresponding to a heat sum (Model 1) of between 61 and 136 d.d. (mean of 92 d.d.). About 220 km south (Site 1), the onset of wood formation occurred on average 6 days earlier and with a heat sum higher by 12 d.d., which suggests that Scots pine has adapted to a lower heat sum (minimum value: 61 d.d. in 2001) for triggering cambial activity at the northern site than at the southern site. Wang and Perry (1958) and Johnsson (1974) made a similar observation in birches (Betula verrucosa Ehrh., B. pub- TREE PHYSIOLOGY VOLUME 28, 2008 HEAT-SUM DEVELOPMENT AND THE ONSET OF CAMBIAL ACTIVITY 111 Table 3. Summary of the Kruskal-Wallis rank sum test at Sites 1 (Vanttauskoski) and 2 (Laanila). Abbreviations: Dateest, estimated date of the actual onset of wood formation; and df, degrees of freedom. Dateest Figure 4. Illustration of the calculation of degree-days (d.d.) according to two models; (a) Model 1 adds the differences between daily mean temperatures and the +5 °C threshold, starting with the day (arrowhead) when the daily mean temperature is greater than or equal to the threshold for at least 5 consecutive days for the first time during a year; (b) Model 2 adds the areas above the +5 °C threshold and below the sine wave curve drawn through the daily maximum and minimum temperatures. escens Ehrh.). Heat sum is possibly not as strictly limiting for the onset of wood formation further south or it is not the only limiting factor, for otherwise the trees at Site 1 would have started growing earlier than was observed. According to Karlsson et al. (2003), leaf emergence in deciduous trees at high latitudes occurs close to the summer solstice. The maximum growth rate of conifers in cold environments is also achieved around the time of maximum day length (Rossi et al. 2006). It may be more favorable, in terms of plant carbon economy, to start growing as early as possible rather than prolong the photosynthetic season further into the autumn (Karlsson 1989), to provide enough time to complete cell wall formation and lignification before winter (Rossi et al. 2006). Timing becomes more important with increasing latitude, because the growing season shortens toward the north. The growing season is much longer at our southern site (Site 1) than at the northern site (Site 2). Northern trees therefore need to go through all the phenological stages with a smaller heat sum, so that they can complete all growth stages in time to survive the winter. A similar compromise between maximizing the period of photosynthetic activity and minimizing the risk of frost damage is reached in regulating the onset of growth in spring (Linkosalo et al. 2000), which presumably explains why conditions favorable to spring growth were not fully used by the Scots pine trees at Site 1. Acknowledgments We thank the staff of the Laanila and Kivalo research areas of the Finnish Forest Research Institute for carrying out the pinning work in the field. We are grateful to Tarmo Aalto, Pekka Närhi and Reino Vierelä for cutting the sample trees and delivering the pinned discs. The study was funded by the EU-project PINE “Predicting Impacts on Natural Ecotones” (EVK2-CT-2002-00136). Degree-days Model 1 Model 2 Site 1 df Chi-squared P-value 4 14.2 0.007 4 3.1 0.540 4 2.1 0.720 Site 2 df Chi-squared P-value 4 16.2 0.003 4 14.8 0.005 4 20.9 0.000 References Allen, J.C. 1976. A modified sine wave method for calculating degree days. Environmental Entomol. 5:388–396. Bailey, J.D. and C.A. Harrington. 2006. Temperature regulation of bud-burst phenology within and among years in a young Douglas-fir (Pseudotsuga menziesii) plantation in western Washington, USA. Tree Physiol. 26:421–430. Baskerville, G.L. and P. Emin. 1969. 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