United States Department of Agriculture Forest Service Pacific Southwest Research Station General Technical Report PSW-GTR-143 IMPROVING PLANTING STOCK QUALITY—THE HUMBOLDT EXPERIENCE James L. Jenkinson James A. Nelson May E. Huddleston Jenkinson, James L.; Nelson, James A.; Huddleston, May E. 1993. Improving planting stock quality—the Humboldt experience. Gen. Tech. Rep. PSW-GTR-143. Albany, CA: Pacific Southwest Research Station, Forest Service, U.S. Department of Agriculture; 219 p. Abstract: A seedling testing program was developed to improve the survival and growth potential of planting stock produced in the USDA Forest Service Humboldt Nursery, situated on the Pacific Coast in northern California. Coastal and inland seed sources of Douglas-fir and eight other conifers in the Pacific Slope forests of western Oregon and northern California were assessed in both nursery and field studies. Seedling top and root growth capacities were evaluated just after lifting and after cold storage, and stored seedlings were tested for survival and growth on cleared planting sites in the seed zones of origin. Safe lifting and cold storage schedules were defined, and seedling cultural regimes were formulated to produce successful 1-0, 1-1, and 2-0 stock types. Testing demonstrated the critical elements of reforestation and proved that rapid establishment is attainable on diverse sites. Accomplishments of the Humboldt program recommend similar programs for other forest nurseries and their service regions. Retrieval terms: artificial regeneration, nursery management, plantation establishment, reforestation, seedling culture, seedling root growth capacity, seedling survival; Abies concolor, A. grandis, A. magnifica var. shastensis, A. procera, Libocedrus decurrens, Picea sitchensis, Pseudotsuga menziesii var. menziesii, Thuja plicata, Tsuga heterophylla The Authors James L. Jenkinson is research plant physiologist, Institute of Forest Genetics, Pacific Southwest Research Station, Albany and Placerville, CA. James A. Nelson is supervisory forestry technician and seedling cultural specialist, Humboldt Nursery, Six Rivers National Forest, Pacific Southwest Region, McKinleyville, CA. May E. Huddleston is an editor-writer and publications consultant in Petaluma, CA, and former technical publications editor, Pacific Southwest Research Station, Albany, CA, and Intermountain Research Station, Ogden, UT. Acknowledgments Michel J. “Mitch” Knight, Pacific Southwest Region reforestation specialist (retired), conceived and aggressively backed Humboldt Nursery’s seedling testing program. Edith Albro, Barbara Christie (retired), Alta Colson (retired), Lavelle Frisbee, Dorothy Phillips (deceased), and Sally Thompson in 1975-90 sampled 105 seed sources, evaluated growth capacities of 20,000 seedlings, processed 80,000 for field performance tests, and managed a dozen studies of nursery culture alternatives. Lee Whitman, industrial equipment mechanic, and Brian Konnersman, building maintenance worker, helped design and build the test equipment and greenhouse, office-head house, and cold storage facilities. Some 400 cooperators — USDA Forest Service and USDI Bureau of Land Management, Pacific Southwest and Northwest Regions — planted and measured seedlings in 100 tests on cleared sites in the Pacific Slope forests of California and Oregon. Diana Doyal, computer programmer analyst, Institute of Forest Genetics, Pacific Southwest Research Station, Albany, CA, provided the statistical analyses and graphics. Manuscripts were reviewed by John Fiske, reforestation forester, Pacific Southwest Region, San Francisco; Mel Greenup, formerly forest silviculturist, Siskiyou National Forest, OR, and now manager, Interregional Port-Orford-Cedar Program, Grants Pass, OR; Cynthia Henchell, superintendent formerly at Humboldt Nursery, Six Rivers National Forest, CA, and now at Wind River Nursery, Gifford Pinchot National Forest, WA; and William H. Scheuner, superintendent (retired), Placerville Nursery, Eldorado National Forest, CA. Lindsay W. Olsen, photographer, Eureka and Santa Rosa, CA, photographed operations at Humboldt Nursery and regeneration units on the Gasquet Ranger District. Marlette Grant, civil engineering technician, Six Rivers National Forest, provided computer support for table layouts. Bradford J. Kirby, computer consultant, Mountain View, CA, drew the maps, refined graphics, and provided the finished layout. Cover: Shown in Humboldt Nursery are (top pair) 2-0 and 1-1 Douglas-fir, (middle pair) 2-0 western hemlock and western redcedar, (bottom pair) 2-0 Sitka spruce, and 1-0 red alder and Jeffrey pine. IMPROVING PLANTING STOCK QUALITY—THE HUMBOLDT EXPERIENCE James L. Jenkinson James A. Nelson May E. Huddleston Publisher Pacific Southwest Research Station 800 Buchanan Street Albany, California 94710 Mailing address: P.O. Box 245 Berkeley, CA 94701-0245 Telephone: 510-559-6300 May 1993 USDA Forest Service Gen. Tech. Rep. PSW-GTR-143. 1993 Douglas-fir of 70-inch dbh on Fox Ridge, Gasquet Ranger District, Six Rivers National Forest CONTENTS REFORESTATION AND THE NURSERY .................................... 1 THE REFORESTATION PROCESS .............................................................1 NURSERY PRACTICE AND STOCK QUALITY ..........................................3 SEEDLING TESTING AT HUMBOLDT NURSERY .....................................3 Physiographic Regions Served ..............................................................6 Planting Stock Produced .......................................................................7 The Nursery Environment ......................................................................8 Standard Cultural Practices ...................................................................9 The Testing Program ...........................................................................11 FOCUS OF THIS REPORT .........................................................................18 FIGURES AND TABLES .............................................................................18 ASSESSING PLANTING STOCK QUALITY .............................. 23 THE PROGRAM DESIGN ...........................................................................23 PROGRAM ACCOMPLISHMENTS ............................................................24 STANDARD TESTING PROCEDURES .....................................................27 Seed Source Selection ........................................................................27 Monitoring Nursery Climate .................................................................27 Seedling Sampling and Handling .........................................................28 Growth Capacity Tests .........................................................................29 Field Performance Tests ......................................................................31 Variance Analyses ...............................................................................32 Correlation Analyses ............................................................................33 SEED SOURCE ASSESSMENTS—DOUGLAS-FIR .................. 35 SEED SOURCES ASSESSED ...................................................................35 SEASONAL PATTERNS OF GROWTH CAPACITY .................................37 Autumn-Winter Climate ........................................................................40 TGC in Autumn-Winter .........................................................................40 RGC in Autumn-Winter ........................................................................41 Practical Implications ...........................................................................46 COLD STORAGE CHANGES OF TGC AND RGC ....................................47 TGC at Planting Time ..........................................................................52 RGC at Planting Time ..........................................................................52 Practical Implications ...........................................................................53 SEED SOURCE LIFTING WINDOWS ........................................................53 Field Survivals ......................................................................................53 Lifting Windows and Tree Growth ........................................................59 NURSERY MANAGEMENT GUIDES .........................................................69 Safe Cold Storage ................................................................................71 Lifting Window Types ...........................................................................71 Scheduling Untested Sources .............................................................72 PLANTATION ESTABLISHMENT ..............................................................72 RGC, Site, and Survival .......................................................................72 Animal Damage ...................................................................................78 Tree Growth .........................................................................................78 ii USDA Forest Service Gen. Tech. Rep. PSW-GTR-143. 1993 SEED SOURCE ASSESSMENTS—OTHER CONIFERS ...........85 SEED SOURCES ASSESSED ...................................................................87 SEASONAL PATTERNS OF GROWTH CAPACITY .................................87 TGC in Autumn-Winter ........................................................................87 RGC in Autumn-Winter ........................................................................91 COLD STORAGE CHANGES OF TGC AND RGC ....................................94 TGC at Planting Time ..........................................................................95 RGC at Planting Time ..........................................................................95 Practical Implications ...........................................................................97 SEED SOURCE LIFTING WINDOWS ........................................................99 RGC, Site, and Survival .....................................................................102 Lifting Windows and Tree Growth .....................................................103 NURSERY MANAGEMENT GUIDES .......................................................112 ASSESSING NURSERY CULTURE ALTERNATIVES .............115 GROWING SEEDLINGS FOR 1í0 PLANTING STOCK ..........................115 Soil Preparation for Early Sowing ................................................................. 118 Seed Treatment and Germination ................................................................ 119 Seed Chilling and Seedling Emergence ....................................................... 119 EVALUATING SIZE AND PERFORMANCE OF 1í0 STOCK .................121 TOPDRESSING EARLY SOWINGS WITH NPS ......................................127 USING 1í0 STOCK IN PLANTING PROGRAMS ....................................131 DETERMINING NURSERY SOWING WINDOWS ...................................132 Winter and Spring Sowings .......................................................................... 133 Seedling Growth, Stocking, and Grade ........................................................ 135 Sowing Windows and 1-0 Stock Yield .......................................................... 137 Sowing Windows and Field Survival and Growth ......................................... 140 Management Implications ............................................................................. 144 CARRYING 1í0 FOR 2í0 PLANTING STOCK .......................................145 UNDERCUTTING EARLY SOWINGS FOR 2í0 STOCK .........................148 Single and Double Undercuts Compared ..................................................... 148 Management Implications ............................................................................. 155 TESTING PROPOSED PRACTICES ........................................................161 Mycorrhizal Inoculation ................................................................................. 161 Root Wrenching ............................................................................................ 163 Freeze Storage ............................................................................................. 166 Precooler Storage ......................................................................................... 168 EVALUATING FALL AND WINTER PLANTING .....................................170 MOVING INTO THEƍ90ƍS ..........................................................175 REFERENCES ..........................................................................181 APPENDIX ................................................................................187 A. HUMBOLDT ORIGINS .........................................................................187 B. REFERENCE TABLES ........................................................................188 C. GROWTH CAPACITY TEST INSTRUCTIONS ....................................210 D. PLANTING SITE DESCRIPTIONS ......................................................212 E. FIELD TEST DATA FORMS ................................................................218 USDA Forest Service Gen. Tech. Rep. PSW-GTR-143. 1993 iii Douglas-fir timberlands, Gasquet Ranger District: View of Fox Ridge from Muzzleloader Ridge, and below, view of recently logged Gordon Creek unit 2/4 from Jones Ridge unit 2, planted 18 years earlier USDA Forest Service Gen. Tech. Rep. PSW-GTR-143. 1993