PREFACE In June 1979, more than 200 people met on the campus of Scripps College in Claremont to share information about our native oaks, one of California's most important natural resources. Historical records show that the beauty and value of the arborescent oaks were readily apparent to the early settlers, but during the last 200 years, probably more effort has been spent to remove and kiil oaks than to grow and manage them. Efforts by concerned individuals and public resource organizations to manage oaks have generally been ineffective. Because of the "poor" stem form and the relatively slow growth of most oak trees, professional foresters have generally concentrated their efforts on managing other trees, mainly conifers. Recently, however, broad-scale interest in oaks has developed. The public has become aware of the limitations of our natural resources. The potential of the oak woodlands in meeting energy shortages and wildlife needs, as well as the great immediate value of these woodlands to recreation, are now being recognized. This recognition, and the intense concern now felt about the urbanization of California's woodlands, have contributed to the success of the symposium. The symposium was sponsored by Pacific Southwest Forest and Range Experiment Station, Forest Service, U.S. Department of Agriculture, and the Society of American Foresters. The background for the symposium and its general tenor was set in the opening address by Dr. Robert Z. Callaham, Director of Pacific Southwest Station, who emphasized that the symposium was a joint effort by scientists, land managers, and practitioners representing many different points of view. Grateful recognition is due the members of the Coordinating Committee, who provided technical support and encouragement: Leland R. Brown, University of California, Riverside Reginald Barrett, University of California, Berkeley James R. Griffin, Hastings Natural History Reservation, University of California, Carmel Valley Philip M. McDonald, Pacific Southwest Station, Redding Nonnan H. Pillsbury, California Polytechnic State University, San Luis Obispo Jared Verner, Pacific Southwest Station, Fresno Herbert Hahn, Pacific Southwest Region (R-5), Forest Service, representing the Society of American Foresters. The chairmen of the four sections of the meeting contributed greatly to the success of the symposium, and their work is sincerely appreciated: Ecological Relationships, James R. Griffin Silviculture and Management, Philip M. McDonald Damage Factors, Leland R. Brown Products, Jared Verner We also thank the many individuals who took care of the multitude of jobs to be done, in particular, DiAnne Broussard, Pacific Southwest Station, Riverside, who served as symposium coordinating assistant. The Chaparral Research and Development Program and the Chaparral Research Work Unit, both of Pacific Southwest Station, Riverside, supported the symposium from its inception. Timothy R. Plumb Forest Service, U.S. Department of Agriculture Chairman, Coordinating Committee Opening Remarks1 Robert Z . callaham?' I am p a r t i c u l a r l y happy t o b e h e r e t o open t h i s meeting b e c a u s e I know i t i s needed. E x p r e s s i o n s of need f o r i n f o r m a t i o n a b o u t o a k s i n C a l i f o r n i a have been numerous and f r e q u e n t i n r e c e n t y e a r s . Responding t o t h i s need, t h e Forest Service, s p e c i f i c a l l y our Chaparral Research and Development Program, h a s o r g a n i z e d t h i s Symposium d e a l i n g w i t h o a k s i n C a l i f o r n i a . You a r e a b o u t t o p a r t i c i p a t e i n t h e f i r s t meeting e v e r d e s i g n e d t o c o l l e c t a l l f a c e t s of i n f o r m a t i o n a b o u t o a k s and r e l a t e d s p e c i e s i n C a l i f o r n i a . T h i s Symposium i s going t o make a v a i l a b l e a g r e a t d e a l of i n f o r m a t i o n , much of i t h e r e t o f o r e u n p u b l i s h e d . P e o p l e seem t o know more a b o u t o a k s t h a n t h e y have e v e r b o t h e r e d t o publish. I n some d i s c i p l i n e s , s u c h a s taxonomy and entomology, t h e r e is q u i t e a b i t of informat i o n ~ v e r ys p e c i f i c and t e c h n i c a l . I n some o t h e r d i s c i p l i n e s , such a s s i l v i c u l t u r e and s o i l s , we l a c k i n f o r m a t i o n b u t hope t h i s Symposium w i l l p r o v i d e t h e o c c a s i o n t o p u l l t o g e t h e r what is known. One primary p u r p o s e of t h i s meeting i s t o i d e n t i f y t h e i n f o r m a t i o n gaps. Some p e o p l e t a l k about t h e state-of-the-art, b u t I have come t o r e j e c t t h a t p h r a s e . I have l e a r n e d t o d i s t i n g u i s h between t h e s t a t e - o f - s c i e n c e and the state-of-practice. These a r e two import a n t and d i f f e r e n t s u b j e c t s . S c i e n t i s t s want t o know a b o u t f r o n t i e r s of knowledge and t h e gaps f o r f u r t h e r exploration. P r a c t i t i o n e r s have v e r y l i t t l e i n t e r e s t i n t h e s t a t e - o f s c i e n c e ; t h e y a r e o n l y i n t e r e s t e d i n what i s known t h a t c a n b e p u t i n t o p r a c t i c e t o d a y , a t what c o s t s , and w i t h what b e n e f i t s . T h i s meeting s t r i v e s t o describe both t h e state-ofs c i e n c e and s t a t e - o f - p r a c t i c e r e l a t i n g t o o a k s i n California. 1 - P r e s e n t e d a t t h e Symposium on t h e Ecology Management and U t i l i z a t i o n of C a l i f o r n i a Oaks, J u n e 26-28, 1979, Claremont, C a l i f o r n i a . - ~ i r e c t o r , P a c i f i c Southwest F o r e s t and Range Experiment S t a t i o n , F o r e s t S e r v i c e , U.S. Department of A g r i c u l t u r e , Berkeley, C a l i f o r n i a . Although one of C a l i f o r n i a ' s l a r g e s t n a t u r a l r e s o u r c e s , o a k s a r e a l m o s t unmanaged. U t i l i z a t i o n i s low, n o n e x i s t e n t , and even d e s i g n e d t o r e d u c e t h e oak r e s o u r c e s i n many a r e a s . Most f o r e s t e r s e i t h e r i g n o r e o a k s o r c o n s i d e r them a s weeds. For many y e a r s , o a k s have been looked upon a s a d e t r i m e n t t o r a n g e management. C u r r e n t l y , where u r b a n i z a t i o n i s i n v a d i n g t h e oak-woodlands, t h e o a k s a r e mixed b l e s s i n g s . Some p e o p l e l o o k upon them a s a n u i s a n c e impeding p r o g r e s s ; and o t h e r s v a l u e them v e r y h i g h l y f o r t h e i r i n d i v i d u a l b e a u t y , f o r t h e s h a d e t h e y c a s t , and f o r o t h e r environmental b e n e f i t s . Tremendous i n t e r e s t i n oak h a s developed i n t h e p a s t few y e a r s . Some of t h i s i n t e r e s t i s undoubtedly g e n e r a t e d by t h e r a p i d l o s s of n a t i v e o a k s i n urban-range environments. The r e c e n t emphasis on renewable e n e r g y r e s o u r c e s h a s r e k i n d l e d i n t e r e s t i n t h e u s e of oak wood, p a r t i c u l a r l y t o r e p l a c e f o s s i l f u e l s . There i s growing r e c o g n i t i o n by more t h a n t h e wildl i f e p r o f e s s i o n a l s t h a t o a k s a r e tremendously i m p o r t a n t t o w i l d l i f e h a b i t a t . Most of u s have a t l e a s t a s u b c o n s c i o u s , l a t e n t a f f e c t i o n f o r s t a t e l y o a k s and r e c o g n i z e t h e i r environmental and s o c i a l v a l u e s . Oaks o b v i o u s l y have more v a l u e t h a n j u s t b e i n g n i c e t o have around. T r a d i t i o n a l u s e s of o a k s f o r lumber o r o t h e r wood p r o d u c t s (exc l u d i n g f u e l ) have been e x t r e m e l y l i m i t e d i n C a l i f o r n i a . T h i s l i m i t a t i o n i s due p a r t i a l l y t o poor t r e e form, problems i s s e a s o n i n g lumb e r , and h i g h l e v e l s of d e f e c t found i n o u r n a t i v e t r e e s . But some i n n o v a t i v e m i l l i n g t e c h n i q u e s have overcome many of t h e s e p a s t problems. U t i l i z a t i o n of n a t i v e o a k s f o r lumber i s i n c r e a s i n g . Modern l a m i n a t i n g t e c h n i q u e s and s e a s o n i n g p r o c e d u r e s have made i t p r a c t i c a l t o u s e s m a l l and o t h e r w i s e u n u s a b l e wood r e s o u r c e s . But o a k s have many v a l u e s o t h e r t h a n b e i n g j u s t a s o u r c e of wood p r o d u c t s . T h e i r v a l u e f o r watershed p r o t e c t i o n , w i l d l i f e h a b i t a t , r e c r e a t i o n a l enjoyment, and g e n e r a l e s t h e t i c s f a r exceed t h e i r p o t e n t i a l v a l u e a s wood p r o d u c t s . With t h e s e o t h e r v a l u e s i n mind, crooked, branchy t r e e s w i t h a h i g h i n c i d e n c e of d e f e c t may n o t b e v a l u e l e s s . But what a r e t h e i r v a l u e s ? One accomplishment I would l i k e t o have from t h i s meeting i s a n e x p r e s s i o n of how we might q u a n t i f y t h e nonwood v a l u e s of oaks. s u c c e s s . Obviously, t h e t e c h n o l o g y f o r management i s l a c k i n g . Fire, the constant threat t o a l l f o r e s t t r e e s i n C a l i f o r n i a , may c a u s e e x t e n s i v e damage and reduced lumber v a l u e s , b u t i t may n o t s e r i o u s l y a f f e c t t h e nonlumber v a l u e s of oaks. I n a l m o s t every l o c a t i o n where condit i o n s p e r m i t t r e e growth, one o r more s p e c i e s of oak can b e found. They a r e a component of t h e major v e g e t a t i o n t y p e s . For example, h e r e i n Southern C a l i f o r n i a , t h e y grow i n t h e v a l l e y s below t h e c h a p a r r a l , i n t h e c h a p a r r a l i t s e l f , a s f i n g e r s i n t h e r i p a r i a n draws and d r a i n a g e s t h a t d i s s e c t t h e c h a p a r r a l , and t h e n on up i n t o t h e c o n i f e r f o r e s t above. The C h a p a r r a l R&D Program, launched by the Forest Service i n Southern C a l i f o r n i a i n November 1977, s e n t o u t a q u e s t i o n n a i r e aski n g about i n t e r e s t i n oak management. Responses evidenced a v e r y h i g h l e v e l of i n t e r e s t . E i g h t y p e r c e n t of t h e r e s p o n d e e s i n d i c a t e d a mild t o i n t e n s e i n t e r e s t i n o a k s . T h i s r e s p o n s e caused u s t o b r i n g t o g e t h e r 70 p e o p l e a y e a r ago t o p l a n f o r t h i s Symposium. Consequently, t h i s meeting i s t h e r e s u l t of a j o i n t e f f o r t by many d i f f e r e n t i n s t i t u t i o n s and by p e o p l e having d i v e r s e i n t e r e s t s , o r g a n i z a t i o n a l a f f i l i a t i o n s , and p r o f e s s i o n a l backgrounds. U n f o r t u n a t e l y , we do n o t have a n a c c u r a t e e s t i m a t e of C a l i f o r n i a ' s oak r e s o u r c e . Oaks a r e e s t i m a t e d t o grow on about 15 t o 20 m i l l i o n a c r e s i n C a l i f o r n i a . That a c r e a g e forms 15 t o 20 p e r c e n t of t h e e n t i r e s t a t e . T h i s e s t i m a t e i n c l u d e s o n l y a b o u t 5 m i l l i o n a c r e s of conunerc i a 1 f o r e s t l a n d . E s t i m a t e s of t h e volume of oak r e s o u r c e a r e t r a d i t i o n a l l y based o n l y on t r e e s t h a t grow on t h e s e commercial f o r e s t l a n d s . So we r e a l l y have no i d e a of t h e curr e n t volume and v a l u e of oak i n C a l i f o r n i a . C e r t a i n l y , t h e c u r r e n t growth of oaks g r e a t l y exceeds t h e i r u t i l i z a t i o n f o r any p r o d u c t s o r values. The F o r e s t S e r v i c e , o t h e r o r g a n i z a t i o n s , and i n d i v i d u a l s have a t t e m p t e d t o manage oaks. These e f f o r t s have met w i t h l i t t l e o r no Here we a r e a t t h e f r u i t i o n of o u r planning. More t h a n 50 p a p e r s p r o v i d e a c r o s s s e c t i o n of many i n t e r e s t s and v i e w p o i n t s a b o u t oaks. P a p e r s r a n g e from h i g h l y technical. t o v e r y p r a c t i c a l . There should b e something of i n t e r e s t f o r everyone i n t h e a u d i e n c e . We want your a c t i v e p a r t i c i p a t i o n . You a r e a s m a l l enough group t h a t your i n q u i r y and d i a l o g u e a s a committee-of-the-whole w i l l b e meaningful and r a t h e r easy t o manage. P l e a s e j o i n i n , a s k q u e s t i o n s , and s e e k o u t p e o p l e having i n t e r e s t s r e l a t e d t o yours. Whoever knows a b o u t oaks should b e i n t h i s room. You should b e a b l e t o f i n d t h e p e o p l e t h a t have some i n f o r m a t i o n on almost any q u e s t i o n . I know t h a t you w i l l b e n e f i t from t h i s meeting, and I wish you s u c c e s s . Thank you f o r coming.