Bur oak Page 1. Introduction: discussion of classification, seral assignment and monitoring. Page 2. Graph. Page 3. Instructions: plot setup and data collection using the Excel spreadsheet. Page 4. References. Caution Bur oak.xls is an Excel workbook containing the datasheet for field data collection. Copy the Excel file to a PDA. The .xls file will be converted to a Pocket Excel file with a .pxl extension. The file contains a spreadsheet with formulas that provide calculations necessary for classification of a site, using the variables defined for this ecological type. Be careful with the spreadsheet when loaded on a PDA. Although the formulas and cells are protected on the PC version of Excel, protection of spreadsheets/worksheets is not an option on the Pocket version of Excel. It is possible to erase formulas and stop the classification system. Be sure to make changes only within the empty cells, and not in any of the calculation or formula cells such as cov%, probabilities, etc. In addition, always: • Keep a backup copy of the original ‘Bur oak.pxl’ file on your PDA and, • Save the file under a new name after finishing data collection on each site, e.g. ‘Bur oak site1.pxl’, ‘Bur oak site2.pxl’…….. to avoid overwriting previous files with data. Monitoring Seral Stages in Bur oak-Prunus-Snowberry Ecological Type Classification, seral assignment, and monitoring of Bur oak-Prunus-Snowberry ecological type seral stages is according to the method of Uresk (1990). Statistical analysis of field-collected data indicates the presence of three seral stages: late, intermediate, and early. A site is classified, and assigned to a seral stage by entering a set of key plant measurements into the set of canonical discriminant functions developed for this ecological type and estimating posterior probability for each seral stage (SPSS, 1995). The site monitored is assigned to the stage with the highest posterior probability (See Bur oak.xls program for methods). For the Bur oak-Prunus-Snowberry ecological type the key variables are the basal area of trees in square feet per acre for Quercus macrocarpa (QUMA), and the percent canopy cover of Prunus spp. (PRUN) and Symphoricarpos occidentalis (SYOC), using Daubenmire’s (1959) canopy cover method. The seral stage assigned to a set of plant measurements is always associated with the greatest probability value. If that value is 1, then succession is at the middle of the assigned seral stage. If the greatest probability value is less than 1, then the second greatest probability value is used to determine the successional status relative to middle of the assigned stage. For instance, if the second greatest probability is associated with an earlier seral stage, succession is at the lower end of the assigned seral stage. On the other hand, if the second greatest probability is associated with a later seral stage, succession is at the upper end of the assigned stage (see example below). When permanent macroplots are established to assess the vegetational trend of a site, re-sampling and comparing the previously assigned seral stage to the current stage provides information about succession or retrogression. On a finer scale, within-stage changes in vegetation successional status can be quantified by comparing the probability values. For example, first-year field measurements collected for basal area of bur oak and canopy cover of Prunus and snowberry on a site resulted in the following values: QUMA=82, PRUN=32, and SYOC=20. Four years later the values obtained were: QUMA=84 PRUN=39, and SYOC=21. Calculating the probabilities, we find: QUMA PRUN SYOC LATE INT EARLY Stage Year1 82 32 20 .006 .994 .000 INT Year5 84 39 21 .211 .789 .000 INT Difference In both years, the site was classified and assigned to the intermediate seral stage; the greatest probability values (.789 in Year1 and .994 in Year5) are associated with INT. Placement within the intermediate seral stage is at the upper end of the stage, as indicated by the second greatest probability values (.211 for Year1 and .006 for Year5) which are associated with a later seral stage, LATE. The site shows an upward successional change of about .21, which is the difference between the probabilities in Year1 and Year5. .205 Late Intermediate .99 Year 1 1.0 .5 Late 1.0 .5 Intermediate .79 1.0 Early Year 5 1.0 .5 Late The figure to the right illustrates this example. These quantitative changes in the probabilities can be used to evaluate and monitor the effects of management alternatives. Early 1.0 .5 Intermediate .21 1.0 Early Change 1.0 .5 1.0 .5 1.0 Page 1 of 4 Monitoring Seral Stages in Bur oak-Prunus-Snowberry Ecological Type Bur oak-Prunus spp- Snowberry Ecological Type by Seral Stages 140 100 Basal Area (ft2 /acre) 80 100 60 80 40 60 Canopy Cover (%) Basal Area Prunus spp Snowberry 120 20 40 20 0 LATE INT EARLY Mean Values Basal Area (ft2 /a) *Prunus spp (%) Snowberry (%) 131 40 9 57 6 11 27 11 35 Mean values of plant species through three seral stages of succession in a Bur oak-Prunus sppSnowberry ecological type. Smoothed lines connect the means for each key plant variable at each stage. Graph provides a guide for an approximate mixture of variables at each seral stage. *American plum (Prunus americana) and chokecherry (Prunus virginiana) Page 2 of 4 Monitoring Seral Stages in Bur oak-Prunus-Snowberry Ecological Type DATA COLLECTION, 30m SUMMARIZATION OR 40m 10m 20m 40m 40m 20m 30m 30m AND 30m CALCULATIONS VEG TYPE LIMITS 2 2 2 4 5 1 4 2 4 3 3 1 Recommendations are to monitor two sites per section (640 acres) within the ecological type. Sites should be at least ¼ mile apart. Enter Daubenmire classes 1 through 6 DBH BA 7.0 7.3 7.4 8.9 8.8 17.3 8.6 13.6 2.5 5.0 14.3 4.5 4.7 12.2 8.6 23.6 2.5 5.0 14.3 4.5 8.6 3.6 22.5 5.0 14.3 4.5 Basal Area Xsect Frm 38 42 43 62 61 235 58 145 5 20 161 16 17 117 58 437 5 20 161 16 58 10 397 20 161 16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 84 PRUN SYOC 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Mean cov % 4 2 2 6 6 1 1 3 5 5 4 3 1 4 2 3 2 2 1 3 2 1 3 2 2 5 6 3 4 2 1 3 3 1 3 1 4 5 3 5 4 4 4 2 2 3 3 6 6 6 5 6 6 2 3 3 1 2 1 3 3 5 39 Seral Stage Posterior Probability LATE INT EARLY 0.21 0.79 0.00 Assigned Stage INTERMEDIATE 3 2 2 2 4 2 1 5 2 4 1 4 3 1 1 1 2 4 21 TRANSECT 1. Within the Bur oak-Prunus-Snowberry type, establish a permanent plot with an area of 800m2. Ideal plot dimensions are 20m x 40m; however, on some sites it may be necessary to use two 10m x 40m plots. Along the plot boundaries, establish two 30m transects, a minimum of 20m apart. (See figure above) Bur Oak Enter DBH only PLOT LIMITS 2. Using the ‘Bur oak.xls’ spreadsheet (see figure at left) installed on your PDA: Record the DBH in inches of each Quercus macrocarpa (QUMA) tree 1” or greater in diameter within the 800m2 plot. Record canopy cover of Prunus spp. (*PRUN) and Symphoricarpos occidentalis (SYOC) within a 20cm x 50cm quadrat at one-meter intervals along each transect (30 readings/transect) using Daubenmire (1959) class codes 1 through 6. *American plum (Prunus americana) and chokecherry (Prunus virginiana). Class Code 1 2 3 4 5 6 Cover Class >0 - 5% 5 - 25% 25 - 50% 50 - 75% 75 - 95% 95 – 100% Mid Point 2.5% 15% 37.5% 62.5% 85% 97.5% The spreadsheet calculates basal area for each tree and for the site, and mean percent canopy cover for Prunus and snowberry for the site. It also provides classification probabilities by seral stage and the seral stage assignment. ‘Bur oak.xls’ Calculations Basal area per tree (in inches) = DBH2 / 4 x 3.14. BA (ft2 / acre) = Sum basal of all trees on plot, divided by 144 to convert basal in inches to basal in feet. BA (ft) x 5.06 converts BA per 800m2 to BA per acre. Cover (%) = Sum of Daubenmire cover class midpoint values for each species divided by 60. Page 3 of 4 Monitoring Seral Stages in Bur oak-Prunus-Snowberry Ecological Type REFERENCES Daubenmire, R. 1959. A canopy-coverage method of vegetational analysis. Northwest Science. 33(1):43-64. SPSS 12.0 for Windows. 1989-2003. SPSS Inc. 444 N Michigan, Ave, Chicago, IL 60611. Uresk, D. W. 1990. Using multivariate techniques to quantitatively estimate ecological stages in a mixed grass prairie. J. Range Mgt. 43(4):282-285. Page 4 of 4