Contents 1. Introduction 1.1 Aims 1.2 Need for improved management of plant communities 1.3 The Important Plant Area concept 2. Caledonian pinewoods and their current management 2.1 Defining Caledonian pinewoods 2.2 Current management of Caledonian pinewoods in relation to their plants and fungi 3. Guiding principles for woodland management 4. Landscape-scale planning 5. Site (woodland) scale management 5.1 Assessing plant communities and drawing up management prescriptions 5.2 Management prescriptions 1. Planning issues 2. Grazing control 3. Manipulating the woodland canopy to improve conditions for plants and fungi 4. Woodland shrubs and scrub 5. Deadwood 6. Timber harvesting 7. Control of invasive exotic species 8. Movement of woodland plants into species poor isolated woodland 5.3 Integration of management prescriptions 5.4 Monitoring 5.5 Support via Scottish Government grant schemes Acknowledgements The authors wish to thank: Sandy Coppins, Gordon Rothero, Liz Holden, John Douglass and Richard Thompson (Forest Enterprise) for their input and advice. Plantlife Scotland wishes to acknowledge the financial contribution of Scottish Natural Heritage and Forestry Commission Scotland to this report. 1. INTRODUCTION 1.1 Aims This report describes a conservation management framework for Caledonian pinewoods based on the Important Plant Area (IPA) concept (www.plantlife-ipa.org/reports.asp). The framework is intended to deliver: 1. Guidance on how to assess the conservation value of woodland plants and fungi. 2. Outline management guidance for woodland plants and fungi at both local (site) and catchment (habitat network) scales. 3. A means of assisting conservation planning by prioritising the locations where management is required based on habitat network principles. The long term aim is to increase habitat and species resilience through improved habitat quality and the formation and expansion of habitat networks. The need for this work arises because: y There is relatively little management guidance aimed specifically at woodland plants and fungi, compared with that available for trees, birds, mammals and some invertebrates. y There is a need to strengthen landscape scale and habitat network approaches in conservation management to augment current site based approaches. y There is a need for conservation organisations to be able to prioritise scarce resources in the face of effectively unlimited demands. The approach described here is designed to dovetail with other available guidance - notably the Forestry Commission Forest Habitat Network approach (e.g. Moseley and Ray 2007). It is intended to be suitable for all organisations involved in woodland conservation and management. Caledonian pinewoods is one of six priority habitats under Plantlife Scotland’s ‘Back From the Brink’ programme. This report will guide conservation activities undertaken by Plantlife Scotland within the Cairngorms, Black Wood of Rannoch, Strathglass and parts of the West Coast Important Plant Areas under Plantlife Scotland’s Back From the Brink programme. 1.2 Need for improved management of plant communities Most woodland plans, especially those outwith designated areas, have limited coverage of woodland plants and fungi and little or no consideration of management that might enhance plant communities (other than trees). Management specifically aimed at safeguarding and enhancing woodland plants and fungi in Scotland has developed in the last five years (Coultard and Scott 2001, Rothero 2008, Worrell and Dunlop 2003, Armstrong and Black 2010, Coppins and Coppins 2006, Crawford 2009). However, with a few notable exceptions, there is currently little guidance aimed at practitioners (owners, agents, surveyors) that would help in preparing the vegetation sections of woodland plans. This is clearly a deficiency as woodland plans are the main vehicle for delivering improved management and are the means by which owners can access government grants to support conservation work. 1.3 The Important Plant Area concept In 2007, Plantlife launched a list of 150 Important Plant Areas (IPAs) across the UK (see www.plantlife-ipa.org/reports.asp). IPAs are areas of great botanical importance for threatened species, habitats and plant diversity, and their identification and management meets Target 5 of the Global Strategy for Plant Conservation (JNCC, Plantlife and Royal Botanic Gardens Kew 2004). In the UK, IPAs have been identified where there are exceptional sites holding rare and diverse communities of flowering plants, bryophytes, lichens, stoneworts and algae. Important Fungus Areas (IFAs) have also been developed (see http://www.snh.org.uk/publications/on-line/NaturallyScottish/fungi/areas.asp). However, work on developing management for IFAs is slower than for IPAs and discussions in this document refer to IPAs only. Areas qualify if they meet one or more of these internationally agreed criteria (Anderson 2002): 1. they hold significant populations of one or more species that are of global or European conservation concern; 2. they have an exceptionally rich flora in a European context in relation to its biogeographic zone; 3. they are outstanding example of a habitat type of global or European plant conservation and botanical importance. IPAs can contain a wide range of habitats and species and they are rarely identified on the presence of one type of plant or habitat. IPA boundaries are identified using a two stage process that maps: • • ‘core areas’ of habitat where the qualifying features are present. This can correlate with designated sites (e.g. SSSIs), but also includes all other ecologically suitable areas. They may consist of a single area or several unconnected areas comprising a series of plant sites. ‘zones of opportunity’, into which the key species or habitats could expand, if the current land use is appropriate and correct habitat management is carried out. These are shown as a series of 1 km buffer zones around the core areas filtered using key predictive environmental variables to identify areas with the greatest potential for expansion. The IPA approach can be used for the prioritising conservation work. Firstly sites within IPAs are likely to be of higher priority than similar sites not in IPAs, and the most important habitats in the IPAs are identified. Secondly the most important locations and broad types of conservation work required are identified during the IPA mapping process. Priorities for conservation work would usually follow the sequence: 1. improving the habitat condition of the core areas. 2. expanding core areas into the zones of opportunity to form larger more robust areas. 3. linking areas of habitat into larger networks usually by improving the habitat condition of areas of ground between habitat patches (in both core areas and zones of opportunity). Such work to improve habitat networks provides the potential for increasing resilience of plant communities and habitats to a range of impacts, including the effects of climate change. IPAs and Forest Habitat Networks The process of developing IPAs closely mirrors Forest Habitat Networks (www.forestresearch.gov.uk) meaning the two approaches are compatible. This is important because many of the woodland managers involved with Caledonian pinewoods will be familiar with the Forest Habitat Network approach. Figure 1: Important Plant Areas nominated for pinewood habitat, excluding parts of the West Coast IPA. IPAs with pine woodland habitat There are 42 IPAs in Scotland, of which the following four IPAs contain Caledonian pine woodland habitat: Cairngorms, Black Wood of Rannoch, Strathglass and the West Coast IPA. Table 1: IPAs with pinewood as a nominated feature: IPA name Core sites (where identified) Location Criterion A species present Abernethy Ballochbuie Mar Forest Rothiemurchus Black Wood of Rannoch NJ0018 NO1989 NO0596 NH9310 NN5655 Glen Affric Pollan Bhuildhe Guisachan Strathfarrar NH2525 NH1831 Loch Maree complex Coulin NG9762 Cairngorms Black Wood of Rannoch Strathglass complex West Coast IPA Buxbaumia viridis None None Criterion B diversity index habitat Coniferous Woodland: native pinewood Criterion C habitat type Caledonian forest Coniferous Woodland: native pinewood Coniferous Woodland: native pinewood Caledonian forest Coniferous Woodland: native pinewood Caledonian forest Caledonian forest NH2622 NH2337 None NG0056 Core Areas and Zones of Opportunity Details of the mapping procedure are given in Fraser and Winterbottom 2008. This procedure is being applied to each IPA as funding allows. Maps are available from Plantlife once complete. IPA factsheets give summary information on each area and are available at www.plantlife-ipa.org/reports.asp 2. Pinewoods and their current management 2.1 Defining pinewoods Pinewoods occur in the relatively ‘boreal’ climatic conditions in the central and eastern Highlands of Scotland, typically on freely draining, nutrient poor soils, but also extend locally into the highly oceanic areas of western Scotland. Pinewoods in Scotland have certain affinities with true boreal forest in northern Europe and Russia, but the climate is far more oceanic, and the term ‘sub-boreal’ has been deployed to describe forest in these types of condition (Worrell 1996). The fact that Scottish pinewoods represent an extreme oceanic variant of the boreal forest gives them high conservation importance both nationally and internationally. They display strong gradients of increasing oceanicity towards the west of Scotland, which is reflected in the vegetation communities. Scottish pinewoods are listed on the European Habitats Directive as ‘Caledonian Forest’(see www.jncc.gov.uk). For the purpose of this report all pine and pine-birch woodland of natural origin within the Cairngorm, Black Wood of Rannoch, Strathglass and parts of the West Coast Important Plant Areas is to be considered to be ‘Caledonian pine woodland’ (see figure 1) and the management approaches detailed in the report are also relevant to many older pine woods of planted origin. The defining botanical characteristics of Caledonian pinewoods centre on: • the relatively small number of vascular plant species associated with them - the National Vegetation Classification (Rodwell 1992) lists only 31 species. • the near constant presence of certain ericaceous species. • the occurrence of a small number of herb species that are rare in the UK, typically with a boreal or circumpolar distribution (i.e. twinflower, wintergreens, orchids such as Goodyera repens). • a characteristic lichen flora extending to 434 epiphytic lichen taxa, 18 of which are, in Britain, confined to native pinewoods, including broadleaf trees and especially deadwood (Coppins and Coppins 2006). • a diverse and characteristic array of saproxylic and mycorrhizal fungi, some of which are rare and threatened (Newton et al 2002) including tooth fungus. • A diverse bryophyte flora that includes, some rare and protected species, primarily associated with broadleaf trees, as well as species on dead wood and on rock habitats within woodland. As a result of the climatic conditions and lithology, Caledonian pinewoods acquire other characteristics: - the forest floor habitat is generally nutrient poor and often relatively dry, with moisture being retained by the presence of the bryophyte layer - disturbance patterns are driven by both fire and wind and include large scale disturbance as well as smaller gap formation - they can occupy a large percentage of sites on acid lithologies giving rise to extensive forests of one woodland type rarely seen elsewhere in the UK - they extend both to high altitudes and as bog woodland onto deep peats, leading to unusual and highly valuable habitats. Figure 4: Global locations of boreal forest biome after Weigand (see Worrell 1996). Woodland communities Caledonian pinewoods comprise mainly W18 pine woodland, but are often also associated with areas of birch (W11, W17 or W4) and juniper scrub (W19). In the west of Scotland pine woodland may intergrade with oak-birch woodland communities (W11 and W17) and these western pinewood types have distinctive plant communities (Rodwell 1992). The Cairngorms IPA also contains the UK’s most extensive aspen woodlands some of which occur in close association with pinewoods and have a distinctive lichen, bryophyte and fungus flora (Parrott and MacKenzie 2008). Pinewoods have received vastly more conservation attention over the decades than any other woodland type in Scotland, largely because of their status as the UK’s only type of native coniferous forest. Only more recently has attention focused on associated habitats such as juniper scrub (Long and Williams 2007), pine bog woodland (Legg et al 2003), aspen woodland (Worrell 1995a, Parrott and MacKenzie 2008). The western pinewoods (such as Barrisdale and Coulin), have a markedly different composition of lower plants than those of Deeside and Speyside in the east, which experience a lower rainfall and greater temperature fluctuations throughout the year. The forests of central areas, including Glen Affric and Strathfarrar, fall somewhere in between and generally have the richest and most varied floras (see Coppins & Coppins 2002). 2.2 Current management of Caledonian pinewoods in relation to their plants and fungi Most native pinewoods are now managed with conservation as a primary or sole objective. Some retain deer habitat as an important use and others have an element of timber production, both of which can influence the conservation of plants and fungi. Woodland management has been strongly focused on restoration and expansion of tree cover by natural regeneration following the reduction of deer browsing pressure. In recent years the effects, both positive and negative, of reduced grazing pressure on ground flora have been recognised. Reduction of grazing by deer and stock to encourage natural regeneration of tree species leads to shifts in ground flora composition in favour of ling and heather at the expense of grasses and blueberry, to an increase in the proportion of older, taller plants, particularly heather and to a loss of habitat for bryophytes, lichens and fungi. Complete cessation of grazing and the consequent rank growth of ericaceous shrubs or coarse grasses also favours the larger, more competitive and thus more common bryophytes, which tends to reduce niche diversity. The most obvious habitats lost are those of low rocks and logs on the woodland floor. These are soon engulfed and covered by a few large pleurocarpous mosses to the exclusion of smaller more demanding species. Where complete removal of grazing leads to thicket regeneration, such as the dense rowan at Black Wood of Rannoch for example, this can result in significant loss of lichen communities on existing trees and deadwood. An increase in the height of the ground vegetation is also thought to reduce the number of fruit bodies of mycorrhizal fungi. By contrast, other functional groups, including the litter and wood rotting species, may benefit from the additional humidity provided by the taller and denser ground vegetation. Vegetation management to increase the abundance of blaeberry and cowberry by decreasing the stocking of pine, deploying fire and cattle grazing and by controlling deer numbers has been developed at Abernethy (e.g. Amphlett et al 2006, Parlane et al 2006). Considerable effort has gone into restoring special habitats associated with pine woods, especially wooded bogs (Legg et al 2003) and montane scrub. Some work has been initiated on the management requirements of specific species, notably twinflower (Worrell and Dunlop 2003) and juniper (Long and Williams 2007); and other pinewood herbs have been the subject of targeted survey (www.bsbi.org.uk/tpp.html ) and development of species dossiers. Some trials involving translocating pinewood specialist species to new sites has been carried out either between/within native pinewoods (Broome and Long in prep; http://www.treesforlife.org.uk/forest/woodland_ground_flora.html). However deliberate management to improve plant communities, other than by reduction of grazing, is very uncommon. Plantlife has developed management guidance for pinewood herbs (Scott 2011). Efforts to reinstate more natural tree age structures and increase the quantities of deadwood (especially in woods formerly managed for timber) improves the habitat for lichens, byrophytes and fungi that use deadwood and old trees as substrate. Lying deadwood has a more diverse bryophyte flora than living trees or standing deadwood and any increase in the volume of this niche habitat will be beneficial. Lichens, on the other hand, are better adapted to standing deadwood (the so-called ‘bones’), which are known to remain standing for upwards of 100 years, with the real specialist pinewood species found on the wood of trunks and branches (‘snags’). Where fallen deadwood occurs, if the root-plate and branches keep the trunk lifted above the ground so that air circulates around the trunk, then this creates a suitable specialist niche for some critical lichens. Fungi of all functional modes benefit from a more natural tree age structure enabling both above and below ground systems to develop. Parmasto (2001) estimates that there are five times more rare fungi in old growth woodlands in Estonia than in managed woodland there. Whilst awareness of the importance of deadwood has increased, many pinewoods in Scotland still have far lower quantities of deadwood, and particularly large sized deadwood, than old growth woodlands found in parts of mainland Europe. Pine plantations managed for timber can be of high conservation value for vascular plants and fungi (eg. Worrell and Dunlop 2003 and Humphrey at al 2000). The prevailing approach in terms of integrating management for timber with conservation has been to minimise the impacts of forestry practices (Mason et al 2004), especially to minimise ground disturbance. Whilst this is a good general approach to adopt, it is plausible that some pinewood herb species can benefit from disturbance, especially trailing plants such as twinflower which can be transported to new establishment sites as plant fragments during disturbance episodes, such as wintering of stock or working of the woods by machinery (Long and Broome in prep). Evidence for this also comes from the observation that some woods heavily worked in the past support good populations of pinewood specialist herbs (Worrell and Dunlop 2003). Grazing of farm stock in native pinewoods is now uncommon and browsing pressure is largely confined to deer. However there is increasing evidence that controlled cattle grazing is beneficial for woodland plants and other aspects of biodiversity. Collectively, current guidance adopts the following general positions: • Conditions for most vascular woodland plants can be improved by managing grazing by deer, to ensure control of ling, to maximise blueberry and to create small vacant niches for seedling establishment (Scott 2011). • That current lichen, fungi and bryophyte interest of pinewoods is high and needs to be protected from unwise management intervention (see Shaw & Thompson 2006, Holden 2008, Rothero 2008) • Careful management of the woodland canopy can increase lichen diversity, especially in the longer term eg. by producing a new generation of veteran trees, maximising tree and shrub diversity and increasing quantities of deadwood (Coppins and Coppins 2006). • Increasing the size and connectivity of woodland habitats increases their diversity and resilience. An overview of the habitat requirements and favourable condition for lower plants and fungi in pinewoods is shown in table 2. Table 2. Overview of habitat requirements and favourable condition for lower plants and fungi in pinewoods. Bryophytes Fungi Lichens Diversity of tree species and age classes Provides diversity of habitat niches Deadwood Fallen decorticate trunks (with no bark) of any tree species. The most species-rich deadwood habitats tend to be restricted to fallen ‘bones’ in sheltered conditions. Provides host continuity for all types of fungi (“functional modes”) All stages of deadwood enable a natural wood rotting succession to function. Small scale dead attached branches on living trees and small and large standing and fallen trees should all be a part of the wooded habitat Stumps, tree bases & pine roots Provides habitat niches Provides habitat niches Rock outcrops, boulders, cliffs & crags Well-lit scree is a particularly important habitat in the east. Shaded rocks and outcrops, particularly in Vascular plants All plant & fungi groups Habitat requirements Open-grown ‘granny’ trees in sheltered situations Fallen decorticate trunks (with no bark) forming “pine-lignum” habitats, particularly standing or fallen ‘bones’ in well-lit, sheltered conditions. Trees partly lifted from the ground by root plates and upper canopy branches, allowing air to circulate freely, provide the most suitable lignum habitat. Snags’, or attached, dead decorticate branches also valuable Pine roots exposed for a long time provide habitat niches Provides diversity of habitat niches Diversity of age structure provides dappled light conditions a a all except vascular plants Windthrow can provide open ground for seedling establishment a ravines, are important in the west Tracks, paths & exposed earthen banks Juniper Aspen Birch Old Calluna stands Important niches for stipitate hydnoid ‘tooth’ fungi and other species with similar requirements In humid sites can have a good epiphytic bryophyte flora. Can have a diverse epiphytic bryophyte flora including some rare species. In the west can have important oceanic bryophyte assemblages where deer grazing is not excessive; this is especially important in the Western pinewoods for oceanic liverworts Flushes, mires and boggy areas An important habitat for bryophytes A mix of tree age classes & species At least some areas of canopy cover maintained between 50 and 100% a a a a Provide niches for ground-dwelling lichens Can provide niches for plants such as twinflower Ancient juniper can support specialised lichen assemblages Supports particularly species-rich lichen assemblages in the east A priority species where deer grazing is not excessive; this is especially important for the Western pinewoods Open old heather can provide suitable niches for seedling establishment. Vaccinium of any age can also provide similar conditions Important niches for specialised fungal assemblages Favourable conditions a a a a a Maintained populations of juniper & aspen Open areas of mire, crag or scree maintained Maintained or preferably increased amounts of deadwood a a a a Severe reduction in tree & shrub cover leading to loss of habitats & niches Total exclusion of grazing leading to dense thickets & loss of species diversity Scrub encroachment on mire areas a Encroaching shade on scree and crags Deadwood removed from site Evidence of eutrophication Non native invasive species present High levels of soil disturbance / compaction from grazing, recreational or other activities a a a a a a a Unfavourable conditions a a a a a a a a a a a a a a a 3. Guiding principles for woodland management Woodland dynamics and long term management: Woodlands inevitably change and develop slowly through time in long cycles, with mainly the later stages being optimal for many specialist plant species. However, all the phases of woodland succession are inevitable over a long time period and the different plant species have their own strategies dealing with them. Therefore, the wide variety of woodland structures and compositions which comprise the natural successional stages are potentially acceptable expressions of favourable habitat conditions. Sometimes short term losses of plant diversity may occur that are followed by gains in the longer term. For example, this could happen when a wood is thinned in order to promote a new generation of older, large trees. The benefits or impacts of different management options can only be assessed using timeframes measured in decades or longer. Landscape scale: The ecological quality of woodland for plants and fungi needs to be assessed on whole woodland or catchment scale (10-100ha or more), as well as at stand scale. A woodland which is 99% birch may look non-optimal – but if the rest of the woodland in the catchment is pine monoculture, it suddenly becomes desirable as an element of diversity. Similarly management options can only be judged at these larger scales. It is usually desirable to manage to achieve a variety of age classes and woodland structures at catchment scale but makes no sense to attempt to represent these in individual woods. The overall pattern to strive towards is a dynamic patchwork of different woodland conditions, including open space, with the various stages slowly shifting their locations through time. Analyses at landscape scales via the IPA or Forest Habitat Network models can be used to make informed decisions as to how best to optimise the development of high quality habitat patches into larger networks. Formation of networks aids dispersal of species and creates larger more resilient populations. This approach can work at all scales from habitat patches within individual woodlands, to woodlands within a catchment. This approach is thought to work well for plants and fungi even though many woodland plant populations appear to be able to survive in small habitat patches of habitat and have relatively poor dispersal capabilities. Woodland networks should be integrated as far as possible with open ground habitat networks. Natural versus artificial: It has widely been assumed that natural compositions and structures, together with the processes that gave rise to them, are always desirable. Whilst this is still a safe assumption in many cases (especially in closed canopy woodland), some artificial conditions arising from past management are also valuable and worth perpetuating. Indeed the distinction between natural and artificial is often sufficiently hard to define in theory and observe in the field, that it can become a distraction rather than a useful tool. This can be illustrated by upland wood pastures and pine woods with open grown trees; they are clearly highly valuable ecologically, but may have many artificial aspects. They may have had ‘natural’ counterparts in the distant past but their status in historic and prehistoric times can currently only be guessed at. The filling in of gaps in woodland by natural regeneration to form closed canopy woodland is a natural process leading to what most people would regard as a more natural structure, yet it is often ecologically undesirable. Artificial aspects of woodlands need to be assessed for their own ecological value and only changed if there are clear biodiversity (or other) benefits, rather than being changed simply because they do not conform to our current view of what might be natural. Disturbance: Disturbance is a natural process leading to cyclical changes in woods and with different plants and fungi losing and gaining as a result of disturbance episodes. Boreal woods are subject to disturbance of relatively short timescales resulting from fire, wind, disease and climatic stresses. The assumption should not automatically be made that disturbance is bad and will damage plants and fungi. While this will be true of some species, others actually require periodic disturbance. It is useful to try to form a picture of the disturbance regimes in different parts of woods and how different plants and fungi cope with them. Management interventions aimed at introducing greater diversity into woodland and/or harvesting timber often share some attributes with natural disturbance; knowledge about how plants and fungi cope with natural disturbance allows you to assess the effects of these management operations. Disturbance regimes in Caledonian pinewoods tend to be very varied in scale and type, with a small number of large events and many smaller ones causing death of individual trees and small groups. Fire sufficient to cause tree death is rare, and pinewood plant and fungi species are adapted to withstand it, although uncontrolled muirburn is damaging. Refuges with long periods between disturbance events exist in old woodland in very sheltered sites with good soils, in some types of ravine for example, whereas disturbance cycles elsewhere are often shorter. All this suggests that woodland ground plants and fungi are very well adapted to a variety of disturbance events operating over different time scales. Trade-offs: Different plant species have different habitat requirements and so respond differently to management interventions. For example, conditions for lichens may improve following careful opening of the canopy, whereas this may not be the case for bryophytes. This effect is less of an issue in eastern pinewoods than in western pinewoods and broadleaved woodland. There will sometimes be difficult trade-offs to make, at all scales from choosing individual trees in a thinning operation, through to choosing management options for individual woods at catchment scale. Personal attitudes to time-frames and intervention: Some managers prefer to rely on natural mechanisms to effect change, which typically act slowly and have relatively uncertain, though naturalistic outcomes. Others prefer to use more interventionist management techniques, which produce faster and usually, but not always, more certain outcomes. There is frequently no way of resolving which approach is best. It is a matter of personal preference and the unique combinations of factors at each site. Professional attitudes ebb and flow somewhat, and recent decades have seen a preference for less interventionist approaches in general (eg. fencing is now seen as problematic), but a greater acceptance of well thought out management intervention where benefits are proven (eg. the manipulation of ground cover by prescribed burning or controlled gazing). Few right answers: There are a few management options that are universally viewed as positive; namely the removal of Rhododendron ponticum and the institution of appropriate grazing. However beyond these, there are few wholly right answers in determining the management of individual woods. Managers need to be able to make a clear case for their chosen management interventions, or the lack of them, and to be able to justify them in the face of apparently equally viable alternatives. 4. Landscape-scale planning for woodlands This involves analysing the distribution and conservation value of woodlands in order to determine how they contribute to habitat networks and how networks can be improved. This allows the most important areas for woodland for conservation work to be identified. This is useful mainly for organisations involved in the setting of priorities at regional scale. Landscape scale planning for woodlands can be done as an Important Plant Area exercise (see section 1.3) or, to give greater detail, as a Forest Habitat Network project (Moseley and Ray 2007). In both cases the aims will be to classify the current woodland habitat according to its conservation value and then to determine, in this case: 1. areas/networks of native woodland of high conservation value which can act as core habitat from which species might be able colonise adjacent lower quality woodland. 2. areas of lower native value woodland which can contribute to networks by being restored to higher value woodland. 3. plantation conifers, some of which might be best converted to native woodland. 4. which areas of woodland can most usefully be expanded in order to improve networks. This involves developing fewer larger networks in a catchment to replace smaller scattered networks. It also requires determining the conservation value of the open land that new woodland might be established on, to avoid impacting on valuable open ground habitats and networks. The order of priority for conservation work that emerges from IPA and FHN analyses will generally be as follows: • Priority 1: Protect and improve habitat condition of native woodland in core areas (FHN= Core Habitat). Focus first on areas of highest quality woodland. • Priority 2: Improve habitat condition of woodland in zone of opportunity (= FHN restoration and conversion zones) starting with areas adjacent to areas of core habitat. This will involve work to improve the conservation status of native woodland (= FHN restoration zone) or convert plantation conifers to native woodland (= FHN conservation zone). • Priority 3: Expand native woodland in core area into adjacent non-wooded area in the zone of opportunity (= FHN expansion zones) if appropriate and feasible. This is best done in a way that expands the highest quality woodland and/or creates the largest networks and has least impact on any valuable open ground habitats. Maps of the Cairngorms and other IPAs identified for Caledonian pinewood are available at www.plantlife-ipa.org along with summary information sheets. Details of how to carry out FHN analyses are given in Moseley and Ray 2007. FHN maps generated using low ‘dispersal distances1’ (say 100-200 m) are most appropriate, as woodland plants are assumed to have low dispersal capabilities (Long and Williams 2008). The management techniques most appropriate for implementing these priorities are described in section 5.2. 1 Forest Habitat Network maps use specific dispersal distances (from a few hundred metres to several km) to illustrate how woodland blocks are effectively connected into networks for species with different dispersal capabilities. Using GIS mapping to assess conservation value at landscape scale GIS mapping of woodland can make a good start on identifying areas of high quality woodland by focusing on designated areas and ancient semi-natural woodland. However, the databases used have some problems associated with them. As a result, maps can be broad brush and contain substantial local inaccuracies; notably they may miss many smaller woods of high conservation value and highlight areas of ancient semi-natural woodland of only moderate value due to past history of intensive management. Initial maps built from publically available data should ideally be supplemented and tested against more detailed records and reports from species experts. These include reports commissioned by SNH, National Trust for Scotland and Scottish Wildlife Trust, for example, and rare and threatened databases held by the specialist societies and often available at www.nbn.org.uk. All lichen surveys commissioned by SNH and others in Scotland are listed at http://spreadsheets.google.com/ccc?key=0AshyEG2UDWgycF9YRDlrbl81NGJKTElhVkpFT3FOR1 E&hl=en_GB. Plantlife is completing this process through IPA mapping, which is being gradually published at www.plantlife-ipa.org. Such maps are, however, only suitable for strategic planning and not for making management decisions for individual sites. The development of the Scottish Native Woodland Survey is aiming to provide detailed maps as GIS layers, available to professionals through the Forestry Commission Scotland website. Using GIS to assess the conservation value of open ground, adjacent to woodlands, that might be suitable for woodland expansion, is also extremely difficult. It is possible to get some indication from GIS layers describing broad vegetation types (especially for mires/peatlands) and landuse categories. However there is always a balance between maintaining open habitat within a woodland setting to maximise mosaic diversity and connecting woodland fragments to increase resistance to deterioration and to facilitate species movement. While open areas are described in IPA analyses as ‘zones of opportunity’ (see Fraser and Winterbottom 2008 for details), ultimately it is always necessary to carry out ground survey to determine if they are suitable for conversion to woodland. 5. Site (woodland) scale management This section sets out the how managers and owners can: • Assess the botanical / mycological conservation value of individual woods or parts of woods • Identify problems affecting plant and fungal communities • Draw up prescriptions to address the problems that can be entered into a woodland plan, SSSI or LBAP plan or an SRDP application. At this stage it is assumed that it is useful to know how to improve the conservation value of all areas of woodland – irrespective of their current conservation value and scope for improvement. Once the conservation status (botanical/mycological value, woodland condition, management needs) of a woodland or group of woodlands has been assessed, it becomes possible to prioritise those areas most deserving of attention. 5.1 Assessing woodland and drawing up management prescriptions The process of determining the best management prescriptions starts by assessing the botanical / mycological value of the site, then moves onto consider the woodland condition and ends by determining the management needs. The stages involved in this are summarised in figures 2 and 3 below. Step 1 Assess the value of the plants and fungi: the botanical / mycological value The aim is to distinguish areas with high botanical / mycological value from more ordinary areas of Caledonian pinewoods. Areas with high botanical / mycological value are distinguished by: • areas with diverse plant communities, the presence of characteristic or rare species or communities, especially pinewood herbs, lichens, bryophytes and fungi • presence of ancient woodland with ancient woodland indicator species • favourable topography and microtopography (rocks, boulders, crags) • large quantities of deadwood • favourable grazing levels • low levels (usually but not always) of past management. The first step in surveying woodland is often to do an initial rough survey – which might often be no more than a fairly rapid walk around the wood. This allows you to do a quick assessment of the plants and fungi and woodland condition and to roughly divide the wood into provisional management units according to topography, woodland type, condition and immediately apparent management needs. These management units should have broadly similar woodland characteristics and management needs. Their boundaries can be adjusted as survey of the wood progresses. Following the simple guidance given here helps woodland managers to assess the botanical interests of the site, without detailed knowledge of vascular plants, fungi, bryophytes and lichens. Hopefully, this process will also enhance appreciation and enjoyment of the wide botanical diversity of Caledonian pinewoods sites. Figure 2 Outline of process for determining management prescriptions for woodland plants and fungi 1. ASSESS WOODLAND FLORA (BOTANICAL / MYCOLOGICAL VALUE) Draw up plant lists and determine National Vegetation Classification woodland type. Identify areas of the wood of high value. 2. IDENTIFY ANY PRIORITY SPECIES OR COMMUNITIES Determine whether there are plant / fungal species / communities that should be afforded particular priority. 3. ASSESS CONDITION OF THE WOOD Describe / assess the features of the woodland that have a bearing on plant / fungal communities – both positive and negative (grazing, woodland composition, woodland structure, regeneration etc). 4. WHAT ARE THE KEY PROBLEMS AND CONSERVATION MANAGEMENT PRESCRIPTIONS? Determine conservation problems and management prescriptions that address these. OTHER MANAGEMENT PRESCRIPTIONS Consider the effects of management prescriptions for other objectives (productive use, recreation, grazing) on vegetation. Amend as necessary 5. IMPACTS OF PROPOSED CONSERVATION MANAGEMENT Consider any impacts of proposed management prescriptions on other aspects of conservation value and wider management objectives (productive use, recreation, grazing). Amend if necessary. Trade-offs will be necessary. 6. WOODLAND PLAN Enter prescriptions into a management plan The next step is to carry out a full survey, during which plant / fungi species lists are drawn up. The aim of this is to divide the site into areas with similar vegetation according to: 1. woodland NVC community - to help provide an overview of mainly vascular plants and to guide general woodland conservation management; 2. botanical and mycological value - to identify areas with high quality plant / fungi communities, using key pinewood herbs, bryophytes, lichens and fungi. Most woodland or ecological surveyors will be able to draw up a satisfactory list of vascular plants and assign sites to a woodland NVC type. However some surveyors will have difficulty with lichens, bryophytes and fungi and unfortunately there are currently only a small (but increasing) number of surveyors with a good knowledge of lower plants and fungi who might be called upon to help. To overcome this, a method of assessing the botanical value of sites is provided below which requires little or no prior ability to identify bryophytes, lichens and fungi. The approach uses two levels of assessment: • Plantlife Level 1 Assessment of Botanical / Mycological Value (Box 1): this requires no identification of bryophyte, lichen and fungi species, but presence of habitats suitable for important lichens and bryophytes are inferred from canopy, deadwood and topographic features. This is sufficient to flag up areas of potential higher botanical / mycological value. These would ideally then be assessed using the Level 2 to verify the existence of the most obvious key fungi, lichens and bryophytes. • Plantlife Level 2 Assessment of Botanical / Mycological Value (Box 2): this requires identification of a small number of pinewood herbs, fungi, lichens and bryophytes using Plantlife identification leaflets (Acton 2009, Holden 2010, Rothero 2010, Scott 2011). Most woodland /ecological surveyors willing to invest a little time identifying characteristic herbs, fungi, lichens and bryophytes will be able to use this method. Expert surveys Some owners and agents will be in the position to engage expert plant surveyors who will be able identify plants and fungi in all species groups and give a detailed picture of the value of sites. Guidance on assessments at this expert level is available (eg. Coppins and Coppins 2002). Contact Plantlife Scotland or the Lower Plant and Fungi Advisor at Scottish Natural Heritage for a list of reputable expert consultants, who are able to conduct surveys to the highest standard. Figure 3. Evaluation of botanical / mycological value INITIAL SURVEY: Familiarise yourself with the wood and its vegetation. Divide it into provisional management units according to topography, woodland type, and management needs etc. VEGETATION SURVEY: Make species lists for vascular plants and as many lichens or bryophytes as you easily can. Divide the site into areas with similar vegetation. Assign an NVC type to each provisional management unit. BOTANICAL VALUE ASSESSMENT LEVEL 1 REQUIRES NO IDENTIFICATION OF LOWER PLANTS Use the Plantlife Level 1 Assessment to identify areas of woodland that are potentially of high botanical value focusing on bryophytes and lichens BOTANICAL VALUE ASSESSMENT LEVEL 2 REQUIRES IDENTIFICATION OF A FEW KEY LOWER PLANTS Use the Plantlife Level 2 Assessment to identify areas of woodland that are of high botanical focusing on bryophytes and lichens Produce vegetation map showing NVC and areas of high botanical value Box 1.2 Plantlife Level 1: Assessment of Current Mycological Value: Woodland areas are scored for the attributes shown in Box 1 by ticking the box in each row that best describes the site. The site (or part of a site) is then ascribed to a category of mycological value by looking at the weighting of the ticks (low, medium, high). This approach gives a basic assessment of sites for fungi and is suitable for use by all woodland surveyors. LEVEL 1 ASSESSMENT MYCOLOGICAL VALUE ATTRIBUTE VALUE LOW MEDIUM Canopy cover Sparse canopy cover: small/young or mid age trees/shrubs Dense canopy cover: small/young or mid-age trees/shrubs Sparse canopy cover of old or veteran trees / shrubs Glades No glades No glades Tree species Mainly birch and / or alder with rowan and only a little pine Mainly birch and / or alder with rowan and only a little pine Occasional ungrazed glades or newly established glades with short sward Mainly pine with a small element of broadleaves Old trees Mostly small/young recently established trees Mostly small/young recently established trees Woodland size, history and proximity to ancient woodland Small fragment of plantation woodland (<1 ha) more than 50km from ancient woodland Small fragment of plantation woodland (<1 ha) more than 50km from ancient woodland Presence of deadwood No deadwood Small quantities of small girth deadwood Significant proportion of older/bigger trees but not in vicinity of ancient woodland OR occasional older/bigger trees on or close to ancient woodland Large area of plantation woodland (>1 ha) more than 50km from ancient woodland Significant quantities of standing and fallen deadwood – say ~ 30 m3/ha including dead attached twigs and branches on living trees HIGH Dense canopy cover of old or veteran trees and shrubs, or scatter of old or veteran trees through dense canopy of younger trees Occasional glades with well established, short sward including grassland fungi Mainly pine with broadleaves, mainly birch, scattered throughout Significant proportion of older/bigger trees on or near ancient woodland site Any sized area of woodland thought to be ancient or plantation situated within 50km of ancient woodland Large quantities of standing and fallen deadwood including dead attached twigs and branches on living trees. Standing and fallen deadwood should include trunks/limbs of significant girth. Presence of shrubs and sub-shrubs Mostly Ling with some blaeberry Mostly Ling with some blaeberry Ling and blaeberry, maybe occasional juniper Special features NUMBER OF TICKS LOW MEDIUM Ling and blueberry, frequent juniper in some central and eastern sites. The presence of bearberry, dwarf birch or rockrose Presence of bogs, bare mineral soil associated with tracks, paths, river banks etc., base rich outcrops. HIGH Box 1.1 Plantlife Level 1 Assessment of Current Botanical Value: Woodland areas are scored for the attributes shown in Box 1.1 by ticking the box in each row that best describes the site. The site (or part of a site) is then ascribed to a category of botanical value by looking at the weighting of the ticks (low, medium, high). This approach gives a basic assessment of sites for vascular plants, lichens and bryophytes and is suitable for use by all woodland surveyors. LEVEL 1 ASSESSMENT: BOTANICAL VALUE ATTRIBUTE Within the stand mostly dense canopy cover throughout of older trees and shrubs Occasional glades Within the stand some areas of sparse canopy cover of veteran trees / shrubs; or old woodland Frequent glades Mainly downy birch and/or alder and rowan with only a little pine Mainly pine with a small element of broadleaves Older trees present, but most broadleaved trees with silvery rather than fissured bark Small quantities of deadwood Significant proportion of older/bigger trees inc. broadleaves with fissured bark Significant quantities of standing and fallen deadwood – say ~ 30 m3/ha Scattered, small boulders or crags on even slope Minor watercourses with gradually shelving sides Frequent larger boulders and crags on uneven slope Deep gully, but no waterfall or crags Mainly pine with a significant element of broadleaves (birch, rowan, holly, alder, willows, aspen) Significant proportion of older/bigger trees inc. broadleaves with fissured bark Large quantities of standing and fallen deadwood especially pine ‘bones’, standing or fallen decorticate pine trunks Large blocky boulders and crags; hard to walk across Deep ravine with waterfalls and crags Canopy cover Sparse canopy cover mostly comprising small/young trees/shrubs Dense canopy cover comprising mainly small/young or mid-age trees Glades No glades No glades Tree species Mainly downy birch and/or alder and rowan with only a little pine Old trees Mostly small/young recently established trees Presence of deadwood No deadwood Presence of boulder slopes / scree Presence of ravines No boulders or crags, even terrain No ravines Special features Sub-shrubs Juniper Presence of pinewood herbs NUMBER OF TICKS Mostly ling with occasional blaeberry In eastern and central woods: not present In eastern and central woods: not present Mostly ling with occasional blaeberry In eastern and central woods: not present In eastern and central woods: not present LOW Ling and frequent blaeberry Occasional in eastern and central woods In eastern and central limited to chickweed wintergreen MEDIUM Presence of old aspen trees, base rich outcrops. Ling and frequent blaeberry incl. some old leggy stands. Frequent in central and eastern woods including old stands. In eastern and central woods: frequent chickweed wintergreen, plus creeping lady’s tresses with some rarer herbs present, e.g. twinflower HIGH Box 2 Plantlife Level 2 Assessment of Current Botanical and Mycological Value: Woodland areas are scored for the attributes shown in Box 2 by ticking the box in each row that best describes the site. The site (or part of a site) is then ascribed to a category of botanical / mycological value by looking at the weighting of the ticks (low, medium, high). This approach gives a simple but fairly effective assessment of sites and is suitable for use by all woodland/ecological surveyors. The species mentioned here can be found in the Plantlife guides (Acton 2009, Rothero 2010, Scott 2011 and Holden 2010). Additional species that indicate habitat quality will be present, but for the purposes of this exercise, it is sufficient to use the species shown in the guides. LEVEL 2 ASSESSMENT: BOTANICAL & MYCOLOGICAL VALUE Pin‐head lichens Caliciales Not present LICHENS Not present Witches’ hair Alectoria sarmentosa subsp. sarmentosa (eastern and central pinewoods only) Brown‐beard lichens Bryoria Not present Not present Present, but infrequent Not present Not present Present, but infrequent Lobarion communities Not present Not present Present but infrequent Parmelietum laevigatae community (note: western woods only) Not present Not present Present but infrequent Limited to stands of common large pleurocarpous species mainly on the woodland floor BRYOPHYTES Limited to stands of common large pleurocarpous species mainly on the woodland floor Present, but infrequent Frequent bryophytes and with a more diverse flora in habitats other than the Present on suitable areas of lignum, particularly pine Present in eastern and central pinewoods More than one species present in eastern and central pinewoods In western woods > 20% cover on old rowans (at least in sheltered situations). In eastern and central woods present on rowan, Salix or hazel In western woods only ‐ at least 60% cover, and at least some Usnea species present on branches and twigs, especially on birch in well‐ lit and sheltered situations Locally abundant and with a diverse flora in a wide range of different habitats woodland floor Sub‐shrubs Mostly ling with occasional blaeberry VASCULAR PLANTS Mostly ling with Ling and occasional frequent blaeberry blaeberry Juniper In eastern and central woods: not present In eastern and central woods: not present Presence of pinewood herbs In eastern and central woods: not present In eastern and central woods: not present Ling and frequent blaeberry incl. some old leggy stands. Occasional in Frequent in eastern and central and central woods eastern woods including old stands. In eastern and In eastern central limited and central to chickweed woods: wintergreen frequent chickweed wintergreen, plus creeping lady’s tresses with some rarer herbs present, eg twinflower FUNGI Stalked Tooth Fungi (Bankera, Hydnellum, Phellodon, Sarcodon) Not present Not present Present but infrequent Pine Bracket) (Phellinus Not present pini) Bracket species on the trunks Not present Present but infrequent Copper Brittlegill Russula decolorans Not present Not present Present but infrequent Medusa Brittlestem. (Psathyrella caput‐ medusae) Note: Cap and stem scaly with a pleasant aromatic smell Pine Milkcap (Lactarius musteus) Not present Not present Present but infrequent Not present Not present Present but infrequent Present as fruit bodies– growing with pine in soil MEDIUM HIGH NUMBER OF TICKS LOW Present as fruit bodies often in ‘hotspots’ in mineral soils (often limited to track sides, old borrow pits and river banks) mainly in central and eastern pinewoods Brackets usually high up on trunks of mature pines. Often covered in lichen and moss Present as fruit bodies ‐ growing with pine in soil Present as fruit bodies – growing in tufts on conifer stumps. The output of this stage should be a vegetation map showing the NVC communities and indicating the botanical and mycological value of the sites (see map 1). Individual species and habitats of note can be shown on maps as labelled arrows. 1 Step 2 Determine priority plant and fungi species/communities On sites of high botanical and mycological value, determine whether there are priority plant and fungi species or communities on which management should focus. When considering the condition of the woodland and drawing up management prescriptions (step 3-5 below), bear in mind the habitat requirements of these priority species. Step 3 Assess woodland condition Assess the condition of the wood by gathering information on the features of the wood that have a bearing on the plant communities (see table 3). These features can be split between: • Inherent features of the woodland eg. its topographic features, ancientness • Features influenced by management eg. age classes, canopy composition Lists should be drawn up of the features that contribute to or detract from the condition of the woodland. These lists can be entered into a management plan in the sections that describe the conservation value and condition of the woodland. 2 Table 3 Checklist of features influencing woodland condition Positive features Negative features Heading Representation of woodland types in landscape 1. Inherent features of woodland Includes areas of: No variation in woodland type Aspen Juniper scrub Pine bog woodland Riparian woodland High elevation woodland Areas with granny trees Birch woodland where this is otherwise poorly represented Site antiquity / continuity Ancient semi-natural woodland on ASNW inventory Ancientness apparent from plant communities although vascular plant indicators are somewhat less reliable in Caledonian pinewoods Recent origin or planted woodland Habitat network Woodland part of large patch / network / corridor Areas of deep woodland conditions Valuable woodland edge areas (especially if focus is on lichens) Wood not in network, isolated by ground that might be better carrying some woodland Plant habitat Deadwood (see below) Ravines, boulders, especially large block scree, crags Watercourses, waterfalls Flushes Glades Canopy composition 2. Features determined by past management Diverse canopy with representation of birch, aspen, Monocultural overstorey of pine, especially rowan, goat willow, oak where this is common in rest of catchment Pine trees gaining representation in secondary birch Planted pine on non-pinewood site (eg. oakwoodland birch) Tree canopy species reflecting NVC communities and underlying soil types 3 Canopy structure Representation of different age/size classes; presence of young or very old trees Signs of natural disturbance due to wind, disease, drought, landslip etc Presence of canopy gaps / glades Presence of juniper, holly, willows Blaeberry common in understory Few old / large/ veteran trees Shaded veteran trees Tree and shrub regeneration Presence of seedling /sapling shrubs and trees where this is desirable Deadwood Significant quantities of deadwood, both standing and lying Old and dying trees, evidence of natural mortality and self thinning Open space of high conservation value within/beside woodland Grazing/browsing at apparently sustainable levels and favourable for plant groups of interest Sheep excluded or only seasonal (winter) use by sheep Controlled grazing regime in place esp. if with cattle Deer management plan in place that achieves acceptable deer densities Deer damage on saplings and shrubs at acceptable levels Control of salmonberry and snowberry, or regenerating exotic conifers in progress Tree or shrub seedlings in areas of important open space e.g. in glades needed to support lichens. Large areas of dense birch regeneration in areas of high botanical value woodland. Little or no deadwood Shrubs Associated open space Grazing Exotic species 4 Shrub layer lacking Large expanses of closed canopy / dense woodland with no open space or edges Total exclusion of browsing and grazing by deer fence Presence of deer of stock numbers throughout year Widespread damage by trampling, poaching and localised erosion Stock and deer preventing seedling and sapling growth in area designated for woodland regeneration Presence of salmonberry, snowberry or regenerating exotic conifers If it is considered helpful, different areas of the woodland can be assigned to different classes of woodland condition (poor, good, very good), using the features listed in table 3. A simplified overview of the elements that need to be captured in such a categorisation is shown in table 4. Table 4. Overview of categorisation into classes of woodland condition. This can be done if it is considered helpful to produce a map of woodland condition. Woodland condition Very good Grazing Composition Structure Antiquity Deer and stock numbers controlled, but not excluded Inclusion of several native trees and shrubs that reflect site conditions and/or tree and shrub species dominated by species that are favourable for priority plants No exotic trees/shrubs Mix of early and later successional tree/shrub species with representation of species especially favourable for priority plant species. No or few exotics tree/shrubs Complex structure (canopy layers, age classes, gaps, deadwood) and/or structure favourable for priority plants Ancient woodland and /or presence of mature / overmature trees Some structural diversity and some areas where structure is favourable for priority plants Ancient or “long established of plantation origin” woodland Some old trees Tree species limited in number over very large areas. Shrubs lacking Exotic trees/shrubs present Simple structure and single age class Recent, planted or long established of plantation origin Good Stock excluded Deer at acceptable densities Poor Uncontrolled grazing at unacceptable levels OR All grazing totally excluded for an extended period (>7 years) . Output at this stage should include a list of woodland condition issues for entry into a management plan. Step 4 Conservation problems and prescriptions Determine conservation problems that can be addressed by management ie. aspects of non-favourable condition for each management unit. A list of typical problems and the management prescription to address them are shown in section 5.2. These can be split into: • Connectivity • Grazing control • Lack of botanical / mycological diversity • Woodland structure • Woodland composition • Tree and shrub regeneration • Deadwood • Invasive exotic plant species 5 Determine the best management prescriptions to address the problems using the guidance set out in section 5.2 as a starting point. Further detail can be added by referring to specific management guidance publications. If you have selected priority species and communities for the site, order the management prescriptions to prioritise those activities that improve conditions for those species. Outputs at this stage can be: 1. A list of problems and prescriptions for entry into a management plan. 2. Some of the key problems and prescriptions marked on a management prescriptions map. Step 5 Integration with other management objectives Management prescriptions for plants and fungi need to be integrated with other management objectives for the wood. There are two issues: • Consider the impacts of prescriptions for plants and fungi on other aspects of conservation especially pinewood mammals, birds and invertebrates; or wider management objectives (timber production, recreation, grazing). If they have unacceptable impacts, consider amending them. • Consider any negative impacts of management for wider objectives (productive use, recreation and grazing) on woodland plants and fungi. Amend these as necessary. Step 6 Enter information and prescriptions into plan Enter the information on the botanical / mycological value, woodland condition, conservation problems and management prescriptions into a plan and, importantly, the accompanying maps. This can either be a woodland plan or an SSSI management plan. 5.2 Management prescriptions 1. Planning issues 1.1 Safeguarding areas of high botanical / mycological value Problem: Areas with high botanical and mycological value need to be protected so they can act as sources for species to colonise adjacent lower quality woodland. Management prescriptions: Map areas of high/very high botanical / mycological value assess features on site to help inform a view of: • the factors that have allowed plant communities to flourish (site, topography, history, management, grazing). • the direction that natural woodland dynamics are currently taking the site. These include changes in tree/shrub cover and composition, canopy structure, canopy gaps, light regime, deadwood, invasion of exotic species. • any small scale management activities for example, including grazing, collection of firewood, that have been carried out in the wood and whether they are compatible or incompatible with the high botanical and mycological value. Ensure the continuation of those factors that have been favourable for plant and fungi communities and only contemplate altered management (for plants or for other objectives) when there are solid grounds for this. Evaluate the changes that are likely to arise in the long term as a result of the long term operation of natural woodland dynamics. Decide if any of these need to be redirected by management intervention. Only interfere with ongoing small scale management if it has 6 demonstrable negative impacts. 1.2 Encourage the spread of woodland plants and fungi within woodland Problem: A key aim is to expand areas of high botanical / mycological value. This means careful management of adjacent woodland, to facilitate the expansion of areas of high botanical / mycological value in the very long term, i.e. decades. Management prescriptions: Restoration zones: Set up restoration zones around areas of high botanical / mycological value where management focuses on creating conditions conducive for expansion of the woodland plant and fungi communities in question. This will involved delineating areas at least 100 m wide and ideally up to 500 m where management will be weighted towards the prescriptions set out in the sections 2-7 below. Establishment of a suitable grazing regime will often be critical. This will take many years to implement and have a discernible effect. 1.3 Expansion of woodland patch/network size Problem: Small populations of plants and fungi in small habitat patches are generally more vulnerable than larger populations. A key priority is to increase the networks by joining smaller patches and networks together to form larger ones by creating strategically placed new woodland. Management prescriptions: Woodland expansion: Where areas of woodland of high botanical and / or mycological value are adjacent to open ground areas of lower conservation value, and where there is a net benefit to establishing new woodland or woodland/open ground mosaics, afford high priority to woodland expansion. The best location for new woodland is best determined using a Forest Habitat Network approach (see section 4 and guidance in Moseley and Ray 2007). Expansion should often be sought primarily by natural regeneration and should be achievable where suitable seed sources are present and especially if advanced regeneration is already in place. For species missing in the source woodland (typically woodland shrubs and the less common trees), consider planting small numbers of these amongst regeneration. For guidance on woodland expansion, see Rodwell and Patterson 1994, Thompson 2004. Any expansion should specifically aim to take in high quality conservation habitats which would benefit from inclusion in a larger woodland network and which could operate as refugia, from which species could spread, eg. watercourses. However care must be taken that existing high quality open habitats in or near the woodland are not compromised. These may include base-rich flushes, mire areas and smaller areas of block scree. 1.4 Age diversity Problem: At a catchment scale, it is best if there is representation of a range of woodland and tree age classes, so new habitat can be recruited to replace mature woodland lost by disturbance and / or mortality. Ideally catchments with no or very little young woodland would be prioritised. This logic does not apply at the scale of single woodlands or even large blocks of woodland, where even-aged areas of pine and birch woodland are to be expected. Management prescription: Woodland expansion: Get rough information on the age distribution of the type of woodland under consideration at catchment scale. Observations made simply by driving around in the general area are likely to suffice. If there is little recent recruitment of younger trees, prioritise sites within the catchment for expansion, especially high conservation value woods with valuable plant and fungi populations. 2. Grazing control 7 Problem: Grazing and browsing levels are often too high and impact negatively on woodland plants, preventing establishment of woodland shrubs and/or trees. At the same time total exclusion of grazing is known to be detrimental and controlled grazing by deer or domestic stock is beneficial. Management prescriptions: Controlled grazing as part of a stock and / or deer management plan. Controlled grazing by domestic stock, although currently still experimental, is also an option. Guidance about the most appropriate age(s) of woodland and suitable grazing regimes in terms of intensity, timing and type is available through the online woodland grazing toolbox (Black and Armstrong 2010) http://www.forestry.gov.uk/woodlandgrazingtoolbox. a) Temporary deer or stock fencing. Fencing should be seen as a temporary measure to effect change in the woodland, after which it is dismantled and ideally, controlled grazing is established. There needs to be a plan to set out clearly what the objective of fencing is, when it has fulfilled its purpose and the arrangements for dismantling it. b) Individual protection of regenerating trees and shrubs. This can be useful in small woodlands where browsing is confined to roe deer and the main requirement is to establish a new generation of scattered (usually broadleaved) trees and shrubs, such as aspen. It is usually successful in areas where there are already signs that unprotected regeneration is growing beyond the seedling stage, but being held back by deer. Protecting saplings using netting stapled to stakes is best and tubes should be avoided, especially in shaded conditions. 3. Manipulating the woodland canopy to improve conditions for plants and fungi 3.1 Pine monocultures: tree diversity issues Problem: Low representation of other naturally occurring tree species in pine woodland due to past management. This is particularly true of planted pine stands occupying key locations in pine woodland networks. This can lead to lack of plant species associated with the missing tree species, especially epiphytes. Management prescriptions: Diversify tree canopy species representation to reflect site conditions. Identify areas (from small patches to whole stands) that would naturally carry species other than pine and birch. These include: y willows, downy birch and alder on damper, more nutrient rich sites. y aspen on all types of sites with mineral soils, but especially on gulley sides, near crags and on riparian sites. y oak and birch on more nutrient rich sites, indicated by a reduced component of heather and blaeberry and increasing presence of typical oakwood species including grasses, bracken, greater stitchwort, wood sage and slender St. John’s wort. Where seed sources for other appropriate trees and shrubs exist: Search out preestablished seedlings (e.g. aspen, birch, willow, rowan, alder, oak) and protect from browsing with mesh stapled onto stakes. Focus on seedlings growing where canopy conditions are favourable – on appropriate sites types and in canopy gaps, i.e. not immediately below mature trees. Without seed sources for other appropriate trees and shrubs: Consider same approach as above, but supplemented by planting of very small numbers of local provenance tree/shrub seedlings in appropriate locations. These will act as future 8 seed sources. 3.2 Pine monocultures: tree size and structure issues Problem: Native woods that have been managed for timber and pine plantations can have even-aged and even-sized structure, and this lack of diversity can limit niches for epiphytes. However even-aged areas are a natural part of pinewood ecosystems, and so managers can be more tolerant of even-aged structures than in broadleaved woodland. Over the very long term, variation in tree size will increase as natural mortality takes its course and a decision needs to be made as to whether natural processes are adequate or whether active management intervention is desirable. Management prescription: Thin to promote tree size diversity: Survey the site and make an assessment of how natural mortality is proceeding and whether this might be sufficient to introduce tree size diversity in the future. If not, consider thinning, especially if the wood is being managed with timber production as one of the aims. Thinning should aim to free-up a component of larger trees and heavily branched trees (see 6 below). Where small scale thinning is being used for conservation objectives, the following methods can be beneficial: cutting high stumps, ring-barking to provide standing decorticate timber and winching trees over to simulate wind-blow. 3.3 Large / old open grown veteran trees Problem: Lack of recruitment of large / old / open grown veteran trees that are especially valuable for epiphytes. Management prescriptions: a) New woodland: Include a component of open grown trees in all new woodland. These should be at a spacing of 10m or more. b) Thinning scattered trees/clumps: Many woods include areas of scattered trees and small clumps. Some of these can be thinned by picking the largest trees and removing the trees around them to create open grown trees. Problem: Space around open grown veteran pine and broadleaved trees in-filled by regenerated or planted trees in new woodland or on fenced sites. This can shade out important epiphytes and damage the veteran trees. Management prescription: Discourage regenerating trees by periodic cutting with handsaw, brushcutter or chainsaw and re-instituting grazing. 3.4 Woodland / open space mosaics and glades Problems: Some plant and fungi species, especially lichens, thrive in woodlands containing a mosaic of woodland and open space in the form of glades, and there is the danger of these mosaics being lost either due to woodland loss (lack of regeneration due to grazing) or excessive regeneration. Management prescription: Identify important areas of woodland / open space mosaic and consider what needs to be done to perpetuate them; either: 1. Where glades are being lost - by cutting out unwanted tree regeneration and instituting grazing; 2. Where trees are being lost - by controlling grazing and promoting regeneration. 4. Woodland shrubs and scrub 4.1 Under-representation of shrubs Problem: Under-representation of shrubs, especially juniper and holly. Management prescription: Recruit shrubs, ideally by natural colonisation (see 9 2.2.1 above), resorting to small scale planting only when there is no realistic hope of natural colonisation due to distance to seed sources. Further management advice for juniper: Broome 2003, McBride 2005. 5. Deadwood Problem: Deadwood of all types is an important habitat for many lower plant and fungi species, and is typically present in insufficient quantities. This is largely the result of past management practices. Management prescription: Ensure that the management plan has a statement on the amount and type of deadwood present, its value for plants and fungi and the prospects for more following natural morality of trees and branches. If desirable, an inventory of deadwood can be carried out and the quantities present estimated (m3/ha) to get an idea about how far the amount present is from recommended levels, which are usually at least 40-100 m3/ha (Forest Enterprise 2002). On sites where deadwood is an important habitat, enter into negotiations with any local interests that may be currently, or in the future, extracting timber and agree a suitable policy on retention of deadwood. Attempt to restrict firewood collection (e.g. of birch) to sites of lower botanical / mycological value. Further management advice: Mason et al 2004 (pp 196-7), Rothero 2008. 6. Timber harvesting Problem: Timber harvesting affects ground-dwelling plants and fungi and epiphytes but done sensitively its impacts can be short-lived and may have some benefits, e.g. increasing blaeberry growth or stimulating the flowering of woodland herbs. Management prescriptions: Timber operations are best carried out on a ‘continuous cover’ regime involving thinning and small group felling, rather than a clearfelling regime (see Mason et al 2004). During thinning and felling, decisions on which trees to remove should be taken not just on the basis of timber value, but also to retain a proportion of trees most suitable for epiphytes and fungi and to retain areas of open space. Trees to be favoured include dead and dying trees, large trees with rot and/or bracket fungi and large multi-stemmed trees. Extraction of trees can be done by any method, including skidding, provided this is done with care. There is some evidence that skidding of trees is at least neutral for, or could help, the dispersal of pinewood herbs with trailing growth habit such as twinflower. 7. Control of invasive non native species 7.1 Conversion of non-native conifers to native pine woodland, including PAWS sites Problem: Conifer plantations on ancient woodland sites (PAWS) or adjacent to high quality native pine woodland, occupy key areas of habitat and conversion to native woodland is usually desirable. Management prescription: convert conifers to native woodland using a gradualistic approach outlined in Thompson et al 2003 and Mason et al 2004. 7.2 Other invasive non native vascular plants Problem: Invasive introduced plant species can often locally outcompete native ground flora species, especially in riparian areas. In native pinewoods the main problems are snowberry and salmonberry. Management prescription: Roughly map the extent of the problem and identify areas where invasion of important plant communities is taking place. Take a strategic approach to control measures, targeting areas where holding back the 10 advance of the invasives is achievable and might be permanent. Information on specific control measures is given at www.nonnativespecies.org and Tweed Forum (2003). 8. Movement of woodland plants and fungi into species poor isolated woodland Problem: Many woodland plants and fungi are poor at colonising recently established woodland. Woodland plant communities in such woodlands can remain impoverished for long periods. Where impoverished woodlands remain isolated from areas with more natural woodland plant communities, colonisation by natural means is thought to be unlikely. Management prescriptions a) Institute a programme of woodland expansion that links the area in question into a forest habitat network. There is then the prospect of woodland plants and fungi arriving by natural colonisation over an extended time period. b) For isolated woods where there is little prospect of linking them into a forest habitat network and where the owner wishes to aid the development of a more naturalistic woodland ground flora, plants can be translocated by planting (see http://www.treesforlife.org.uk/forest/woodland_ground_flora.html). Plants can either translocated within larger sites to increase their distribution and numbers, or from one site to another with similar ecological conditions. Plants are often best translocated as plant fragments (stolons, plantlets) from a nearby wood on a similar site, with the permission of the owner of the donor site. Plants can also be raised from seed and planted out. Plants can be multiplied up in a garden bed, provided that a reasonable number (say more than ten) donor plants are used. This option should remain a low priority for woodland management. Plants listed on Schedule 8 (www.jncc.gov.uk ) should not be used for this purpose and require a licence from SNH. 5.3 Integration of management prescriptions There appears to be relatively few potential areas of conflict between management for timber and conservation of plants in pinewoods. Thinning is not usually a problem in pine woodland provided it is done sensitively, as woods like Curr Wood demonstrate. It is particularly important to retain areas of overmature trees and areas with large volumes of deadwood, so it is important to institute areas of ‘natural reserves’ and ‘long term retentions’ as promoted under the UK Woodland Assurance Scheme. The main management prescriptions that may pose problems for plant communities are: • total removal of grazing for woodland regeneration by fencing • conversion of open woodland with granny trees to closed canopy woodland • encouragement of natural regeneration on sites best kept as open ground • achieving regeneration of more palatable species broadleaved species whilst avoiding dense regeneration of pine. These can be mitigated using the approaches to management set out in section 5.2 above. In addition there are situations where recreational pressure from walkers could conceivably be detrimental to plant and fungi communities. This requires that the location of new footpaths or picnic areas, for example, is done sensitively to avoid any areas of high botanical or mycological value that might be susceptible to increased pressure, and that extraction routes and roads are confined to areas of lower botanical value. However increased access can be used over small areas as a means of deer control, as deer will tend to avoid areas with regular access by 11 people and dogs. 5.4 Monitoring The effects of management operations aimed at improving the condition of woodland plants and fungi should ideally be monitored. However monitoring anything but the most obvious changes quickly becomes time consuming and requires carefully planning. Possible approaches include: 1. Simple field observations: visit the sites of operations before, during and (periodically) after they take place and keep an informal dairy of observations, backed up by photos. 2. Fixed point photography: for important sites where changes can easily be detected by photography, consider the use of fixed-point photography. 3. Periodic survey using quadrats or transects; engage an expert surveyor to advise on the design and execution of such work. This is usually only advisable in special situations. More advice on monitoring is given through Plantlife’s volunteer Flora Guardian programme, which offers monitoring techniques suitable for non experts. Plantlife may also be able to help place volunteer Flora Guardians at sites where monitoring is required. For further information, contact Plantlife Scotland. 5.5 Support via Scottish Government grant schemes Many of the management activities described in 5.2 above can be part-funded through the Scottish Governments Scottish Rural Development Programme (SRDP) grants (see http://www.scotland.gov.uk/Topics/Rural/SRDP). The main options are under the headings for Rural Priorities for biodiversity (see table 5). These are competitive and managed through 11 regions (RPACs). Rural priorities in each region are broadly comparable, although there are some differences. Regional priorities usually include BAP species, designated sites, viable populations of rare and threatened species (Red List), invasive non native species and connected natural habitats. In addition, woodland creation and woodland management plans are supported under Land Managers Options. Table 5 Aspects of woodland management for conservation supported under SRDP Rural Priorities. For details see http://www.scotland.gov.uk/Topics/Rural/SRDP/RuralPriorities Feature supported Native woodland biodiversity PAWS restoration Management of nature sites, favourable condition Endangered species Control of nonnatives Landscape scale Rural Priority example Highland HIG08 HIG08 HIG09 HIG10 HIG11 HIG12 12 restoration Low intensity grazing HIG 12 13 References Acton, A. 2009. Lichens of Scottish pinewoods. Guide 1: leafy and shrubby lichens on pine, birch, alder and deadwood. Guide 2: Crustose and scaly lichens on pine, birch, alder and lichens on trees with more acidic bark. Plantlife Scotland, Stirling. Amphlett, A., Holden, L., Allcorn, R. & Gurney, M. 2006. Effects of cutting and burning of heather Calluna vulgaris on fungal fruiting in Caledonian pine forest at Abernethy Forest RSPB reserve, Inverness-shire, Scotland. Conservation Evidence, 3, 106-108. Anderson, S. 2002. Identifying Important Plant Areas. Plantlife International, Salisbury. Black, R. and Armstrong, H. 2010. http://www.forestry.gov.uk/woodlandgrazingtoolbox Broome, A. 2003. Growing juniper: propagation and establishment practices. Forestry Commission Information Note. Forestry Commission, Edinburgh. Coppins, A.M. and Coppins, B.J. 2002. Indices of Ecological Continuity for Woodland Epiphytic Lichen Habitats in the British Isles. British Lichen Society, London. Coppins, A.M. and Coppins, B.J. 2006. The lichens of the Scottish native pinewoods. Forestry, 79: 249 – 259. Coulthard, N and Scott, M. 2001. Flowers of the Forest – Managing Scottish woodlands for wild plant biodiversity. Plantlife, London. Crawford, C. 2009. Ancient woodland indicator plants in Scotland. Scottish Forestry, 63, 6 – 19. Edwards, C. 2007. Managing and controlling invasive rhododendron. Forestry Commission Practice Notes. Forestry Commission, Edinburgh. Forest Enterprise, 2002. Life in the Deadwood. Forest Enterprise, Edinburgh 17 pp. Fraser M. and Winterbottom, S. 2008. Identifying and mapping boundaries for Important Plant Areas: Scotland’s West Coast Important Plant Area for Atlantic Woodland. Plantlife Scotland, Stirling. Available at www.plantlife.org.uk. .Holden, E. 2008. Scotland’s rare tooth fungi: an introduction to their identification, ecology and management. Plantlife Scotland, Stirling. Holden, E. 2010. Fungi of Scottish Pinewoods Guide 1: Widespread and common fungi of pinewoods. Fungi of Scottish Pinewoods Guide 2: Rarer fruiting fungi of pinewoods. Plantlife Scotland, Stirling. Humphrey, J.W., Newton, A.C., Peace, A.J. and Holden, E. 2000. The importance of conifer plantations in northern Britain as a habitat for native fungi' Biological Conservation, 107, 2, 181-192. JNCC, Plantlife and Royal Botanic Garden Kew. 2004. Plant Diversity Challenge: the UK’s response to the Global Strategy for Plant Conservation. JNCC, Peterborough. Kennedy 2009 Lever and mulch, a day in the life of. Reforesting Scotland 39, 20-21. Legg, C., McHaffie, H., Amphlett, A. and Worrell, R. 2003. The status of wooded bogs at Abernethy, Strathspey. Pp. 12-16 In Restoring Natural Forest Habitats. Highland Birchwoods, Munlochy, Ross and Cromarty. Long D. and Williams, J. 2007. Juniper in the British Uplands. Plantlife Scotland, Stirling. Long, D. and Williams, J. 2008. Rhododendron ponticum: impact on lower plant and fungi communities on the west coast of Scotland. Plantlife Scotland, Stirling. Available at www.plantlife.org.uk. 14 Mason, W.L., Hampson, A. and Edwards, C. 2004. Managing the Pinewoods of Scotland. Forestry Commission Edinburgh. McBride, A. 2005. Managing uplands for juniper. Plantlife. www.plantlife.org.uk. Moseley, D.G. and Ray, D. 2007. Forest Habitat Network for Grampian. Forest Habitat Networks Grampian Report. Forest Research, Roslin. www.forestry.gov.uk Newton, A.C., Holden, E., Davy, L.M., Ward, S.D., Fleming, L.V. and Watling, R. 2002. Status and distribution of stipitate hydnoid fungi in Scottish coniferous forests. Biological Conservation 107: 181-192. Parlane,S., Summer, R.W., Cowie, N.R. and Van Gardingen, P.R. 2006. Management proposals for bilberry in Scots pine woodland. Forest Ecology and Management 222, 272-278. Parmasto, E. 2001. Fungi as indicators of primeval and old-growth forests deserving protection. In Moore, D., Nauta, M.M., Evans, S.E. & Rotheroe, M. Fungal Conservation Issues and Solutions, Cambridge University Press. Parrot, J. and MacKenzie, N. 2008. Aspen in Scotland: biodiversity and management. Highland Aspen Group. www.scottishaspen.org.uk. Rodwell, J.S. (ed.) 1992. British Plant Communities: Vol. 1 Woodland and Scrub. Cambrdge University Press. Rodwell, J. and Patterson, G. 1994. Creating Native Woodlands. Forestry Commission Bulletin 112. London. Rothero, G. P. 2008. Looking after green shield moss (Buxbaumia viridis) and other mosses and liverworts on dead wood. Plantlife Scotland, Stirling. Rothero, G. P. 2010. Bryophytes of Scotland’s pine woodlands. Plantlife Scotland, Stirling. Scott, M. 2011. Managing Scotland’s pinewoods for their flowering plants. Plantlife Scotland, Stirling. Shaw, P and Thompson, D. (eds). 2006. The Nature of the Cairngorms. Scottish Natural Heritage, Inverness. Thompson, R.N. 2004. Predicting site suitability for natural colonisation: upland birchwoods and native pinewoods in northern Scotland. Forestry Commission Information Note 54. Forestry Commission, Edinburgh. Thompson, R.N. 2005 Thinning in Atlantic oakwoods – Assessing options at a stand scale. Highland Birchwoods, Munlochy. 32 pp. Thompson, R., Humphrey, J., Harmer, R. and Ferris, R. 2003. Restoration of Native Woodland on Ancient Woodland Sites. Forestry Commission, Edinburgh. Tweed Forum. 2003. Controlling invasive plants in the Tweed Catchment. Tweed Forum. Melrose. Worrell, R. 1995. European aspen (Populus tremula L.): a review with particular reference to Scotland: 1 Distribution, ecology and genetic variation. Forestry 68, 93-106. Worrell, R. 1996. The Boreal Forests of Scotland. Forestry Commission Technical Paper 14. Forestry Commission, Edinburgh. Worrell, R. and Dunlop, B. 2003. The influence of past management of Pinewoods on the occurrence of twinflower. Plantlife Scotland, Stirling. Available at www.plantlife.org.uk. 15 Plantlife is the organisation that is speaking up for the nation’s wild plants. We work hard to protect wild plants on the ground and to build understanding of the vital role they play in everyone’s lives. Wild plants are essential to life – they clean our air and water, provide food and shelter for our insects, birds and animals and are critical in the fight against climate change. Plantlife carries out practical conservation work across Scotland, manages nature reserves, influences policy and legislation, runs events and activities that help people discover wild plants and works with others to promote the conservation of wild plants for the benefit of all. HRH The Prince of Wales is our Patron. Wild plants have been marginalised and taken for granted for too long. Please help us by supporting our work. To find out more, please visit our website or contact us at the office below. Plantlife Scotland Balallan House, Allan Park, Stirling FK8 2QG Tel. 01786 478509 [email protected] www.plantlife.org.uk Speaking up for the nation’s wild plants Plantlife International – The Wild Plant Conservation Charity is a charitable company limited by guarantee. Registered in England and Wales, Charity Number: 1059559. Registered in Scotland, Charity Number: SC038951 Registered Company Number: 3166339. Registered in England. ISBN: 978-1-907-141-45-4 © March 2011 16
© Copyright 2026 Paperzz