This article was originally published in a journal published by Elsevier, and the attached copy is provided by Elsevier for the author’s benefit and for the benefit of the author’s institution, for non-commercial research and educational use including without limitation use in instruction at your institution, sending it to specific colleagues that you know, and providing a copy to your institution’s administrator. All other uses, reproduction and distribution, including without limitation commercial reprints, selling or licensing copies or access, or posting on open internet sites, your personal or institution’s website or repository, are prohibited. For exceptions, permission may be sought for such use through Elsevier’s permissions site at: http://www.elsevier.com/locate/permissionusematerial Forest Ecology and Management 235 (2006) 143–154 www.elsevier.com/locate/foreco co Andrew E. Scholl, Alan H. Taylor * py Regeneration patterns in old-growth red fir–western white pine forests in the northern Sierra Nevada, Lake Tahoe, USA Department of Geography, The Pennsylvania State University, University Park, 302 Walker Building, PA 16802, USA Received 5 January 2006; received in revised form 1 August 2006; accepted 2 August 2006 Abstract pe rs on al Red fir (Abies magnifica) forests in the Sierra Nevada are known to demonstrate both shade tolerant and disturbance related regeneration making it difficult to understand the role of disturbances in the regeneration dynamics of the forests. Four stands with different structural characteristics were selected for intensive sampling in order to capture the observed range of structural variability (e.g. composition, age, size and spatial pattern) in an old-growth red fir–western white pine (Pinus monticola) forest in the northern Sierra Nevada. We used detailed stem mapping, stand structural analysis and cross-dated fire scar samples to identify the relationships between disturbances and stand structure. All trees >5 cm dbh within four 0.5-ha plots were aged and mapped. The species composition of the plots was similar but the density and basal area of the tree populations varied among the plots. Red fir density and basal areas are greater than that of western white pine. The age structure indicated continuous, but variable recruitment and there were few seedlings and saplings. The mean point fire return interval was 76 years (range 25–175 years) for the 400-ha study area. Most fires scarred only single samples suggesting that burns were small and patchy, but pulses of recruitment suggest that some fires were moderate in severity. Regeneration pulses coincided with the dates of several fires (e.g. 1636, 1770). Moran’s I, a measure of spatial autocorrelation, indicated that red fir and western white pine exhibited positive spatial autocorrelation at short (3–12 m) and intermediate (36–75 m) distances. Groups of similar age trees were spatially discrete and groups of different ages tended to overlap, resulting in an all aged forest. The spatial pattern of tree ages and the record of disturbance indicate that infrequent moderate severity fires have a lasting influence on the structure and development of old-growth red fir forests. # 2006 Elsevier B.V. All rights reserved. Keywords: Abies magnifica; Pinus monticola; Forest dynamics; Disturbance; Fire history; Age structure; Size structure; Spatial patterns; Moran’s I; Regeneration r's 1. Introduction Au th o Natural disturbance plays a critical role in mediating oldgrowth forest dynamics, and disturbances vary widely in type, scale, and effect on stand structure (Henry and Swan, 1974; White, 1979; Pickett and White, 1985; Pickett et al., 1989). In upper montane red fir forests (Abies magnifica A. Murr), a forest type nearly endemic to California (Oosting and Billings, 1943; Barbour and Woodward, 1985), windthrow and fire are important disturbances that affect forest structure and composition (Taylor and Halpern, 1991; Agee, 1993; Taylor, 2000; Taylor and Solem, 2001). Yet, little research has examined the effects of natural disturbance on tree regeneration patterns and stand development in these forests (Pitcher, 1987; Taylor and Halpern, 1991; Chappell and Agee, 1996). * Corresponding author. Tel.: +1 814 865 1509; fax: +1 814 863 7943. E-mail address: [email protected] (A.H. Taylor). 0378-1127/$ – see front matter # 2006 Elsevier B.V. All rights reserved. doi:10.1016/j.foreco.2006.08.006 Identifying how disturbances influence stand structure and development is central to understanding the long-term dynamics of red fir forests. An outstanding feature of red fir stands is their intricate horizontal structure (Hallin, 1957; Gordon, 1979). In oldgrowth stands, red fir trees of similar size typically occur in patches, and overlap between patches creates complex stand mosaics. Patches or groups of trees in the stand mosaic range from a few hundred m2 to tens of ha in size (Hallin, 1957; Gordon, 1979; Taylor and Halpern, 1991; Taylor, 1993). The groups of similar size trees are thought to be trees similar in age, and related to punctuated establishment of red fir in canopy openings made by fire, disease, insect attacks, or windthrow (Hallin, 1957). Disturbances that produce a mineral seedbed are particularly favorable for regeneration of red fir and associated tree species (Gordon, 1970a; Laacke, 1990), and punctuated establishment after fire (Chappell and Agee, 1996) and logging (Gordon, 1970b; Barbour et al., 1998) has been observed. Yet, red fir also regenerates in partial shade in small openings made 144 A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 by tree-falls or death of single or small groups of canopy trees (Ustin et al., 1984; Selter et al., 1986; Taylor and Halpern, 1991). Consequently, regeneration of red fir may not be dependent on large-scale disturbance. Few studies in red fir forests have emphasized detailed age structure analysis (Pitcher, 1987; Taylor and Halpern, 1991). Instead, collection of tree age or size data has often occurred over large areas (Barbour and Woodward, 1985; Parker, 1992). Composite age or size structure of forests from widely different sites do not provide an understanding of local disturbance and how the temporal and spatial arrangement of age classes developed in a particular place (Stewart, 1986). In this study, we identify the disturbance history and analyze the age and size structure of trees in old-growth red fir forests in four different stands to determine how stand structure and development is influenced by the type and scale of natural disturbances. We place particular emphasis on the spatial analysis of tree ages since patch age structure is thought to strongly reflect the impact of disturbance on tree regeneration and long-term development of red fir forests. al co py Our study was conducted in the largest uncut red fir forest on the east shore of Lake Tahoe. The old-growth forest covers 400 ha on the upper slopes of the Carson Range on a north– northwest facing slope between 2300 and 2500 m. The forest was strongly dominated by red fir (Abies magnifica), and western white pine (Pinus monticola). White fir (Abies concolor) and lodgepole pine (Pinus contorta) were also present in small numbers. Live and dead standing trees >1.0 m dbh, snags, and logs on the forest floor in varying stages of decay were characteristic features of the old-growth forest. Evidence of fire disturbance in the form of fire scarred trees and charcoal on logs on the forest floor was ubiquitous. Shrub and forb cover was low, and pinemat manzanita (Arctostaphylos nevadensis A. Gray.), a dwarf shrub, was the most abundant understory species. After a thorough reconnaissance of the oldgrowth forest, four stands with different structural characteristics were selected for intensive sampling to capture the observed range of structural variability (e.g. composition, age, size and spatial pattern) in the 400 ha old-growth forest. A 0.5 ha (100 m 50 m) plot was established in each stand to sample forest structure. Although we used large plots in our study, plot size does impose limits on the maximum spatial scale of inference for analyses of spatial pattern (Upton and Fingleton, 1985). However, coincident groups of trees in the same age-classes among plots permit inference on the influence of larger scale events or processes that affect stand structure and development (e.g. Hemstrom and Franklin, 1982). Au th o r's pe rs Old-growth red fir forests were studied on the western slope of the Carson Range, on the east shore of Lake Tahoe, in the northern Sierra Nevada. The climate is characterized by warm, dry summers and cold, wet winters. Average monthly temperatures at South Lake Tahoe, CA (1820 m) range from 1 8C in January to 18 8C in July, and annual precipitation is 78.4 cm, with 86% falling as snow between November and April. April snow-pack depths above 2300 m frequently exceed 2 m. Thunderstorms occur in the dry season and lightning is a common source of ignition in the red fir zone (Manley et al., 2000). Terrain in the study area is complex and rock outcrops and several perennial streams interrupt connectivity of ground fuels, which may inhibit the spread of fire. Soils are shallow (<1 m) loamy coarse sand derived from Mesozoic aged granite, excessively drained and medium in acidity (Rogers, 1974). People have been present in the Lake Tahoe Basin for a long time, at least since the early Archaic period (ca. 7000 years) (Lindström, 2000). Native Americans (Washoe) used the Lake Tahoe Basin, seasonally, and their use may have modified local vegetation patterns. Washoe people burned forests to drive game and to increase production of certain plants for food and fiber (Lindström, 2000). Euro–Americans arrived in the basin in 1844, but settlement was limited until the 1860s. Forests in most of the basin were cut between 1873 and 1900 to meet demand for wood in the Comstock silver mines in Virginia City, Nevada (Lindström, 2000; Taylor, 2004). Although logging was extensive there are tracts of uncut forest on both the east and west side of Lake Tahoe (Manley et al., 2000). Local grazing, especially of montane meadows, began in the mid 1850s and grazing peaked between 1920 and 1930. Land use changed again when lands in the Carson Range became part of the Toiyabe National Forest in 1907. Early management emphasized fire suppression and the regulation of grazing (Strong, 1984; Lindström, 2000). 2.1. Stand selection on 1.1. Study area 2. Methods 2.2. Stand structure The structural characteristics of the forest were determined by mapping and measuring trees in each 0.5 ha plot. Each plot was divided into a measured grid of 10 m 10 m cells. Stem location in each grid cell (x, y coordinates) was determined by recording distance from the cell origin (0,0) to the nearest 0.1 m with a metric tape. The diameter and species of each live and standing dead tree (5 cm dbh) was then recorded. Stems <5 cm dbh were also identified to species and they were mapped as either seedlings (0.2–1.4 m tall) or saplings (>1.4 m tall and <5 cm dbh). The stem base, bole position, and direction of fall (azimuth) for all downed trees in each plot were mapped. Forest canopy cover for intermediate and taller trees above each cell was visually estimated as being open (<33% cover), intermediate (33–66% cover), or closed (>66% cover). Surface conditions were characterized by estimating the cover of mineral soil, rock, shrubs, forbs, and litter in each cell in each plot into one of six cover classes: (<1, 1–5, 6–25, 26–50, 51–75, 76–100%). The age structure of trees in each plot was identified by coring all live trees (5 cm dbh) to the pith at either 30 cm (5–85 cm dbh) or 100 cm (>85 cm dbh) above the soil surface with an increment borer. Cores were sanded to a high polish, their annual growth rings were visually cross-dated (Stokes and Smiley, 1968) with an established tree-ring chronology (Holmes et al., 1986), A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 2.3. Disturbance history th o r's py co al on pe The history of disturbance in each plot was reconstructed using three types of data: (1) dates of fires recorded in firescarred trees; (2) variation in radial growth patterns in cored trees; and (3) the age structure of tree populations. Although evidence of past fire in the form of charcoal and charred logs on the forest floor was present throughout the forest, few trees had basal fire scar wounds. In red fir forests, low intensity surface fires may not scar trees and wounds may heal over completely since the last fire, eliminating external evidence (Taylor, 1993). Moreover, sapwood decay of red fir where it is injured by fire is common (Agee, 1993) so fire scar lesions are usually not well preserved in tree rings. Consequently, only a limited number (n = 6) of partial cross-sections were available to reconstruct the fire history in or near the plots. All samples were extracted from live western white pine with visible fire scars using a chainsaw (Arno and Sneck, 1977) and were located within 150 m of the four plots. Fire dates were identified by first sanding each cross-section to a high polish and then crossdating the annual growth rings using standard dendrochronological techniques (Stokes and Smiley, 1968). The calendar year of each tree ring with a fire scar in it was then recorded as the fire date. The season each fire burned was also estimated by recording the position (Baisan and Swetnam, 1990) of each fire scar lesion within the annual ring. We also identified disturbances in our plots by examining radial growth patterns in each core. Disturbances are often recorded in the growth patterns of trees and analyses of the time– frequency distribution of radial growth variation can provide Au important insights on disturbance regimes and the role of disturbance in long-term stand development (Lorimer, 1985). When disturbances improve growing conditions for individuals by killing nearby competitors, surviving trees may exhibit a sudden increase in radial growth (release) and the date of disturbance corresponds with the onset of the sudden radial growth increase. On the other hand, if a disturbance damages a tree, its radial growth may suddenly decrease (suppression) and the date of onset of reduced growth may correspond to the year of the disturbance (Barrett and Arno, 1988; Fritts and Swetnam, 1989). Frequent small-scale disturbances, such as tree-fall display a temporal pattern of releases and suppressions which are relatively constant through time (Lorimer, 1985; Runkle, 2000). In contrast, in forests that experience more severe, but less frequent, large-scale disturbances, such as windthrow or perhaps fire, the temporal patterns of releases or suppressions is episodic and not constant through time (Lorimer, 1985; Taylor, 1990; Taylor and Halpern, 1991). To identify when canopy disturbances occurred, we identified the calendar date of the onset of all releases (200% increase in radial growth for 5 years compared to the previous 5 years) and suppressions (200% decrease in radial growth for 5 years compared to the previous 5 years) in the cores in each plot. To determine if forest canopy disturbances were punctuated and relatively severe or small-scale and constant through time, we developed a decadal time-scale frequency distribution of growth releases and suppressions for each plot. The disturbance index was expressed as the percentage of aged trees in each decade that were alive on the date of the radial growth release and suppression (Lorimer, 1985). rs and tree age was assigned based on the calendar year of the inner most ring. For cores that missed the pith but had a complete arc (33%), an annulus of concentric rings was used to estimate the number of missing rings (Applequist, 1958). In all of these cases, only 1–5 years were added to core age. Because red fir and western white pine seedlings have variable growth rates (Gordon, 1970a; Pitcher, 1987) depending on canopy conditions (i.e. gap, closed) we did not add an estimate of the number of years for trees to grow to coring height to estimate dates of tree establishment. Ages for all trees are reported as age at coring height. Some trees (4%) could not be aged because their stems contained rot or they were too large to extract a complete core. We estimated the ages of these trees in the following way. First, we developed a regression equation between core length and tree diameter for all red fir (r2 = 0.93, n = 309) and western white pine (r2 = 0.90, n = 83) that were cored to the pith. Second, we measured the first 20 years of radial growth and calculated the average number of rings/cm for each species (red fir: 5 rings/cm, western white pine: 6 rings/cm). Third, the missing radius for trees with incomplete cores was predicted using the core-length dbh regression and the difference between the predicted radius and core length was calculated. Finally, we added the number of years represented by the missing length to the age of each incomplete core, unless the predicted core length was shorter than the collected core. In these cases, the counted age was used as tree age. 145 2.4. Spatial analysis We identified the spatial characteristics of tree ages in each plot in several ways. First, we calculated Moran’s I, which is a measure of spatial autocorrelation (Moran, 1950). Spatial autocorrelation is the property where entities (trees) with similar characteristics (age) are found closer to each other than entities with different characteristics (Upton and Fingleton, 1985). We calculated Moran’s I for 3 m distance classes (d) from 1–100 m, using software developed by Duncan (1990), to identify spatial autocorrelation over a range of spatial scales. Since the regeneration requirements of species vary, we calculated Moran’s I(d)) for each species independently. We transformed values of Moran’s I(d) to standard deviates [z(d)], such that a z(d) value of zero indicates no spatial autocorrelation (random), a positive value indicates that individuals with similar characteristics occur near each other, and a negative value indicates that individuals with different characteristics occur near each other. We also identified the spatial characteristics of tree ages using cluster analysis to determine if tree groups were relatively even-aged and different in age from spatially adjacent groups (Duncan and Stewart, 1991). Groups of trees of similar age and spatial location were identified by clustering species age and location using relative Euclidean distance and Ward’s method. Ward’s method of cluster analysis minimizes within group variance relative to between group variance (Gauch, 1982; van 146 A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 Table 1 Plot characteristics of old-growth red fir–western white pine forests in the northern Sierra Nevada, Lake Tahoe Site conditions Plot 1 Plot 2 Plot 3 Plot 4 Aspect (degrees) Elevation (m) Slope (%) Stand characteristics 314 2376 3.5 330 2442 15 330 2430 15.5 310 2478 19 ABMA 2 Basal area (m /ha) Density (stems/ha) Live Standing dead 30.8 234 16 PIMO 23.1 76 4 ABMA 34.9 242 50 Plot 3 PIMO 21 84 22 PICO ABMA 3.2 58.1 30 1 138 24 Plot 4 py Plot 2 PIMO ABCO 15 0.1 74 18 co Plot 1 2 0 ABMA PIMO 44.5 16.4 504 194 112 56 ABCO 0.2 2 0 Au th o r's pe rs on al Densities and basal area are for stems >5 cm dbh. ABMA = A. magnifica; PIMO = P. monticola; ABCO = A. concolor; PICO = P. contorta. Fig. 1. Size-class distribution of live and dead standing red fir (Abies magnifica) and western white pine (Pinus monticola) in four plots of old-growth red fir–western white pine forest, northern Sierra Nevada, Lake Tahoe. Seedlings are 0.2–1.4 m tall, and saplings are >1.4 m tall and <5 cm dbh. The upper bound for each 10 cm size class is reported on the x-axis. A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 147 Overall, the coefficients of determination for regression equations of age on dbh in the plots were similar for red fir (range, 0.64–0.85) and western white pine (range, 0.58– 0.75). Tongeren, 1995). Groups of similarly aged patches of trees were identified if the groups were different in age from spatially adjacent groups. 3. Results 3.3. Age structure 3.1. Stand characteristics and size structure co al Au th o r's pe rs There was a positive relationship (P < 0.001) between tree diameter (dbh) and age for each species in each plot (Fig. 2). on 3.2. Size–age relationships Red fir and western white pine occurred in a wide range of age-classes and there were trees 50–400 years old in each plot (Fig. 3). The oldest western white pine (623 years) exceeded the age of the oldest red fir (520 years) by >100 years. There were differences in the age structure of red fir and western white pine tree populations in the plots. First, the form of the age–class distributions for the two species were different (P < 0.05, Kolmogorov–Smirnov two-sample test) and red fir had a more positively skewed pattern than western white pine (Fig. 3). Second, the average age of red fir was usually younger (plots 1–4 means = 185, 168, 252 and 185, respectively) than western white pine (plots 1–4, means = 292, 285, 283 and 243, respectively). In plots 1, 2 and 4, red fir had a unimodal age structure (Fig. 3), while in plot 3 it was multi-modal. There was also a common peak in red fir recruitment 150–200 years ago in all of the plots. Western white pine had a multimodal age–class distribution in each of the plots, and in three of the plots there was a pulse in recruitment 150–200 years ago. py The species composition of the plots was similar and the average density and basal area in the plots was 375 trees ha 1 and 61.8 m2 ha 1, respectively (Table 1). The forest canopy was sparse and >70% of the cells in a plot were open, while 6% were closed. The ground cover in the plots was mainly bare mineral soil (mean = 75%) and shrub or forb cover was low. Red fir and western white pine occurred in a wide range of diameter classes in each plot suggesting that their populations are self-replacing (Fig. 1). Yet, neither red fir nor western white pine had the reverse-J size-class distribution that is typical of a continuously regenerating shade tolerant species (Hett and Loucks, 1976). Seedling and sapling density of both species in the plots was low (Fig. 1). Fig. 2. Diameter (dbh) vs. age for red fir (Abies magnifica) and western white pine (Pinus monticola) in four plots of old-growth red fir–western white pine forest, in the northern Sierra Nevada, Lake Tahoe. The coefficient of determination (r2) is for a linear regression between diameter and age for each species in each plot. A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 pe rs on al co py 148 Fig. 3. Age-class distribution of all red fir (Abies magnifica) and western white pine (Pinus monticola) >5 cm dbh in four plots of old-growth red fir–western white pine forest, in the northern Sierra Nevada, Lake Tahoe. Not shown is one P. monticola of 623 year in plot 2. The arrows mark fire dates and the upper bound for each 20 years age class is reported on the x-axis. r's 3.4. Evidence of disturbance Au th o Fourteen fires were identified between 1580 and 1853 in the six fire scar samples, indicating that the old-growth forest had experienced recurring fire for at least 400 years (Table 2). The average interval between fires calculated from a composite of all fire dates in the six samples was 21 years (range, 9–50 years). The average point fire interval (PFI), or average period between fires on individual samples, was longer at 76 years (range, 25–175 years). Only two fires (1636, 1657) were recorded on more than one fire scar sample. No fires were recorded after 1853. All of the recorded fires occurred in the dormant season after trees stopped radial growth for the year. There were peaks in releases and/or suppressions in the plots (Fig. 4) that coincided with dates of fires in the fire scar samples, suggesting that the fires burned in the plots. Fire dates that coincided with peaks include: 1580 (plot 2), 1600 (plot 1), 1636 (plot 1, 3 and 4), 1645 (plot 2), 1710 (plots 2–4), 1747 (plot 1), 1770 (plot 3), and 1820 (plots 1 and 4). Fires in other years (e.g. 1680, 1853) may have caused suppressions or releases, but not at a high frequency. Table 2 Fire dates in six fire scar samples in old-growth red fir–western white pine forests, northern Sierra Nevada, Lake Tahoe Sample # Scars Fire dates Range of fire intervals TRF6 3 1580 1645 1820 65–175 TRF22 2 1636 1670 34 TRF13 3 1657 1747 1853 90–106 TRF2 3 1590 1657 1682 25–67 TRF15 2 1600 1636 36 TRF19 3 1611* 1710 1770 * Due to rot, scar could only be determined 1 year. 60–99 149 pe rs on al co py A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 r's Fig. 4. Frequency (%) of aged trees exhibiting radial growth releases (solid) and suppressions (open) by decade out of all trees alive in each decade in four plots of old-growth red fir–western white pine forest in the northern Sierra Nevada, Lake Tahoe. The solid line is sample depth and the upper bound for each decade class is reported on the x-axis. Au th o Radial growth releases and suppressions also occurred in decades with no evidence of fire suggesting that disturbances other than fire also influenced stand development (Fig. 4). Releases and suppressions were recorded with similar frequency in the plots in each decade during the last 200 years. Over this period, the average percentage of trees with releases and suppressions was 3.8% (range, 2.8–4.3%) and 4.1% (range, 2.7–5.8%), respectively. Disturbance, especially fire, can generate distinct age–classes in forests stands. In our plots, there was some correspondence between disturbances recorded as radial growth suppressions and releases, and peaks in the age-structure of red fir and western white pine populations. In all of the plots, there was a sustained pulse of red fir recruitment that began 200–220 years ago and the onset of this wave of regeneration corresponds with the occurrence of fires in 1770 and 1820 (Fig. 3). The 1820 recruitment pulse was evident in the western white pine population in three of the plots. Overall, peaks in the age–class distribution of western white pine in the plots corresponded more closely than did those of red fir with the dates of fire disturbance. Pulses of western white pine recruitment were associated with fire dates in 1611 (plots 3 and 4), 1636 (plots 1–4), 1710 (plots 1, 3 and 4), and 1820 (plots 2–4). 3.5. Spatial analysis The correlograms for red fir and western white pine show an alternating pattern of significant (P < 0.05) positive and negative values indicating patchiness in the spatial distribution of tree ages (Fig. 5). For red fir, in three plots (1, 3 and 4), and western white pine in two plots (2 and 3), there was significant positive autocorrelation for distances of 3–12 m indicating that trees of similar age occurred together at small spatial scales. Significant peaks for red fir at distances of 39–57 m (plot 4), 36–75 m (plot 2), and western white pine at distances of 48 m (plot 1), 99 m (plot 3), and 84 m (plot 4) represent distances between patches of A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 pe rs on al co py 150 r's Fig. 5. Spatial correlograms of red fir (Abies magnifica) and western white pine (Pinus monticola) tree ages in four plots of old-growth red fir–western white pine forest in the northern Sierra Nevada, Lake Tahoe. The plots size is 100 m 50 m. Dashed lines indicate statistical significance (P < 0.05). Points above the upper dashed line indicate distances of significant positive autocorrelation of tree ages while points below the dashed line indicate distances of significant negative autocorrelation of tree ages. Au th o similarly aged trees. On the other hand, significant negative values for red fir at distances of 30–42 and 75 m (plot 1), 27–30, 45–48, and 81–87 m (plot 2), 45–84 m (plot 3), 24–36 and 60– 72 m (plot 4), and western white pine at distances of 30–36 m (plots 1–3), 90–93 m (plot 1), 63 m (plot 2) and 78–90 m (plot 3) represent distances between patches of different age. In each of the plots, the cluster analysis identified 4–6 tree-age groups (Table 3; Fig. 6). Groups were relatively discrete and the mean ages of trees in each group in each plot were different (P < 0.01). Yet, there was overlap in the range of tree ages among groups and the average age range in a group was 116 years (Table 3). Similarly, trees in each age group varied widely in size. The average dbh range of trees in an age group was 73.5 cm (Table 3). Some tree age groups occupied large portions of a plot resulting in spatial overlap among groups (Fig. 6). 4. Discussion Diameter and age distributions for red fir and western white pine in our old-growth stands indicate that populations of both species are self-perpetuating, a pattern identified for modal sites elsewhere in the range of red fir (Oosting and Billings, 1943; Barbour and Woodward, 1985; Parker, 1992; Taylor, 2000). However, the strength of the age–dbh relationship for red fir and western white pine in the plots was not always strong, and weak age–dbh relationships have been identified in other red fir forests (Pitcher, 1987; Taylor and Halpern, 1991; Taylor, 1993). Thus, the size structure of red fir and western white pine populations is not sufficient to assess species’ persistence, but population age structures are needed to make inferences about stand dynamics and the effect of disturbances on stand development. Canopy mortality caused by the death of single trees or small groups of trees, and fire, were the principal disturbance agents affecting our old-growth stands. The frequency of radial growth releases and suppressions per decade was similar in the four plots, and relatively constant over the last 200 years. There was no evidence of a synchronous pattern of high releases or suppressions among plots indicative of large-scale episodic disturbances such as windstorms (e.g. Taylor and Halpern, A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 151 Table 3 Mean, range, and standard deviation of groups of similar age trees identified by cluster analysis of tree age and location in old-growth red fir–western white pine forests, northern Sierra Nevada, Lake Tahoe Group # Number of trees Age (years) 1 2 3 4 65 39 40 11 179.4 115.6 283.7 482.0 1 2 3 4 5 42 60 30 32 34 1 2 3 4 1 2 3 4 5 6 Mean Size (cm dbh) S.D. Range Mean S.D. 20.1 23.1 46.2 39.0 135–230 64–156 199–369 412–523 28.3 13.1 58.9 88.1 16.2 7.8 29.8 25.8 113.4 169.3 243.6 360.0 120.6 22.2 13.1 32.6 61.9 28.7 57–138 144–200 195–304 291–623 52–163 14.8 26.7 45.1 67.6 20.7 17.4 25.1 24.6 26.2 20.4 9 31 29 38 158.1 373.0 284.0 178.3 158.1 26.6 219–33 33.1 140–184 320–425 219–332 118–235 29.6 99.5 55.3 17.0 56 64 24 73 74 18 150.6 185.4 116.3 175.7 252.0 345.5 14.7 15.1 21.2 13.2 25.4 24.1 120–181 155–225 49–143 145–204 200–304 305–394 11.3 21.7 9.6 21.5 41.1 24.1 Range Max. distance between trees (m) Plot 1 89.4 98.8 83.6 46.7 5.3–92.9 5.3–151 12.5–118.4 34.7–128 5.8–122.3 59.0 57.7 98.6 95.8 54.3 15.3 28.9 24.6 14.3 10.1–61.3 42.5–151.9 13.2–107.1 5.2–80.7 16.0 77.5 97.9 51.8 5.7 12.4 6.0 13.5 19.5 21.2 5.3–27.2 5.7–53.2 5.5–28.1 5.9–60.6 8.4–84.3 41.8–119.4 61.5 46.5 61.8 70.2 103.3 89.5 rs on Plot 4 al Plot 3 co Plot 2 py 6.1–89.3 5.4–36 7.1–116.5 52–125.1 The mean, range, and standard deviation of tree sizes (dbh) for each age group and the maximum distance between trees in each group are also given. Au th o r's pe 1991) or insect outbreaks (e.g. Veblen et al., 1991). This suggests that events, such as tree-falls, are a frequent and important small-scale disturbance in red fir–western white pine forests that influence old-growth stand development. Fourteen fires over a 273 year period were identified in the limited fire scar record. The limited fire record suggests that most fires that burned in the stands were small, low intensity burns. Only two fires were recorded by more than one sample. The current cover of ground fuel on the forest floor is not conducive to fire spread. Much of the forest floor (>70%) in the plots was bare ground and low surface fuel connectivity in forest stands greatly impedes spread of fire from a point of ignition (Albini, 1976; Rothermel, 1983). Fire spread is further impeded by the dense short-needle fuel beds that occur under red fir trees (van Wagtendonk et al., 1998; Fonda et al., 1998). However, surface fires may have burned through the stands, leaving little tree ring evidence of fire. Low intensity fires may not scar trees and fire scar wounds may heal completely leaving little external evidence of fire on trees in a stand (Taylor, 1993). In our plots, there was a correspondence between sudden radial growth changes in trees and fire years recorded in the fire scar samples. The combination of fire scar and radial growth evidence of fire suggests that the 1645 and 1770 fires burned in one of the plots, the 1820 fire in two of the plots, and the 1710 fire burned in three of the plots. The effects of fire disturbance on forest age structure are highly variable and they are related, in part, to fire severity (Chappell and Agee, 1996; Taylor and Skinner, 1998). Fires often burn across a landscape with variable severity, killing many trees in some areas and few or none in others. Even-aged stands that have a uni-modal age structure are characteristic of forests that burned at high severity, while multi-aged stands reflect moderate severity fire that kill parts of a stand. Low severity burns, in contrast, may not generate distinct fire related age–classes (Taylor and Skinner, 2003). Our old-growth stands had experienced repeated burning, they were multi-aged, and they contained trees > 400 years old. This suggests that the fires that burned in our stands were low or moderate severity burns. Despite the low or moderate severity nature of past burns, however, important features of contemporary old-growth forest structure were related to past fire. The 1770 fire had a strong influence on the age structure of our forest. In each of the plots, a large pulse of red fir recruitment followed the fire and restocking continued for 60– 80 years. Red fir establishes well on burned, compared to unburned, surfaces (Chappell and Agee, 1996) due to exposure of mineral soil, reduction in below ground competition for nutrients and soil moisture, reduction in fungal populations, or increased root access to mycorrhizal fungi (Gordon, 1970a; Laacke, 1990). Red fir establishment, post-fire, is also more successful under partial canopy cover (Chappell and Agee, 1996) where shadier and cooler conditions increase red fir seedling survivorship compared to open areas (Selter et al., 1986; Ustin et al., 1984). Red fir and western white pine trees in each of the plots survived the 1770 fire. Post-fire restocking in the plots took decades, suggesting that harsh site conditions A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 r's pe rs on al co py 152 th o Fig. 6. Maps of groups of trees of similar age identified from cluster analysis of ages and locations of trees in four 100 m 50 m plots of old-growth red fir–western white pine forest, in the northern Sierra Nevada, Lake Tahoe. Au (e.g. temperature, water stress), or competition with forbs or shrubs (Gordon, 1970a,b; Nagel and Taylor, 2005) reduced tree seedling establishment and recruitment. Long periods for postfire restocking may be common in red fir forests. Tree seedling establishment spanning periods of 50 or more years have been reported following fire in red fir forests in the southern Sierra Nevada (Pitcher, 1987), and southern Cascade Range (Taylor and Halpern, 1991). Other minor pulses of recruitment, especially of western white pine were associated with fire occurrence in the plots. In red fir–western white pine forests in the southern Cascades, seedling establishment of western white pine is much greater on burned than unburned substrates (Chappell and Agee, 1996). Optimal conditions for western white pine regeneration occur on bare mineral soil seedbeds in proximity to unburned residual trees that serve as a seed source (Graham, 1990). This combination of conditions for seedling establishment may be responsible for the stronger link between western white pine recruitment and fire occurrence in our plots than for red fir. A hallmark of red fir forests is their intricate horizontal structure (Oosting and Billings, 1943; Hallin, 1957; Taylor and Halpern, 1991). Stands are thought to be composites of relatively even-aged patches of trees that establish after largescale disturbances such as fire or small canopy gap disturbances caused by treefall. Spatial dependence in the ages of trees at small to intermediate spatial scales supports a view of patchy regeneration, but trees within a patch were not even-aged. Groups of trees of similar age occurred together at small spatial scales. However, groups that were of similar age were separated from each other by groups of trees with a different similar age. This suggests that regeneration occurred in larger patches within a mosaic of trees that survived a disturbance event and not in single tree gaps caused by the death of individual canopy trees. The spatial structure of trees in our plots is probably the A.E. Scholl, A.H. Taylor / Forest Ecology and Management 235 (2006) 143–154 al on rs Acknowledgements co 5. Conclusion Red fir forests in the northern Sierra Nevada are structurally complex. The highly variable nature of disturbance effects, and the ability of red fir to regenerate under a wide range of conditions, contributes to this complexity. Fire and tree-falls were the main disturbances affecting old-growth red fir– western white pine stand development. Infrequent, moderate severity fires that burned unevenly through the forest strongly shaped stand structure by promoting regeneration in widely scattered patches within mosaics of surviving trees. The strong, but complex, influence of moderate severity fire on stand structure in our red fir forests highlights the important role of infrequent disturbance on the development of spatial heterogeneity in old-growth forests. Chappell, C.B., Agee, J.K., 1996. Fire severity and tree seedling establishment in Abies magnifica forests, southern Cascades, Oregon. Ecol. Appl. 6, 628– 640. Duncan, R.P., 1990. Spatial Analysis Programs. Cantebury, New Zealand. Duncan, R.P., Stewart, G.H., 1991. The temporal and spatial analysis of tree age distributions. Can. J. Forest Res. 21, 1703–1710. Fonda, R.W., Belanger, L.A., Burley, L.L., 1998. Burning characteristics of western conifers. Northwest Sci. 72, 1–9. Fritts, H.C., Swetnam, T.W., 1989. 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The temporal and spatial patterns of tree regeneration after the 1770 fire is an example of such a fire and the 230 year period since that burn suggests moderate severity burns are infrequent, at least in the forests we studied. r's pe This research could not have been completed without the assistance of many individuals. J. Swanson and M. Johnson provided important administrative and logistic support during the field phase of this work. J. Balmat, R.M. Beaty, E. Heithoff, and T. Schmitz assisted in the field, R.M. Beaty and S.P. Norman assisted with laboratory work, and R.M. Beaty, S.P. Norman, and A. Guarin provided comments on an earlier draft of this paper. This research was supported by a cost-share agreement between The Pennsylvania State University and the USDA Forest Service Lake Tahoe Basin Management Unit (PA-05-98-19-030). th o References Au Agee, J.K., 1993. Fire Ecology of Pacific Northwest Forests. Island Press, Washington, DC. 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