Impact of Deer Browsing on Regeneration in Mixed Stands in Southern New England David B. Kittredge, Department of Forestry and Wildlife Management, Holdsworth Hall, University of Massachusetts, Amherst,MA 01003; and P. Mark S. Ashton, Yale Schoolof Forestry and Environmental Studies,Marsh Hall, 360 Prospect Street, New Haven, CT 06511. ABSTRACT. Browsingpreferencesby white-taileddeer were evaluatedfor 6 tree speciesin northeastern Connecticut. Deerdensity averaged 23/mile 2.Deerexhibited nospecies-specific preferences forseedlings greater than19 in. For seedlingslessthan19 in., hemlockandblackbirchwerepreferred.Redmaple,sugarmaple,and white pine seedlingswere avoided.Red oak seedlingswere neitherpreferred nor avoided.A much higher proportionof seedlings greaterthan19.7 in. in heightwasbrowsed,regardlessof species.Browsingpreferences for speciesin thesmallerseedlingclass,combinedwith a lackofpreferencefor speciesin thelarger classmay resultinfuturestands withlessdiverse treespecies composition. Deerdensities in excess of23/mile 2 maybe incompatible withregenerationof diverseforestsin southernNewEngland.North.J. Appl.For. 12(3):115-120. Studies have demonstrated that deer can negatively affect theestablishment of naturalregeneration onforestedlandsin thenortheastern United States[Stoeckeleret al. 1957,Tierson etal. 1966,Marquis1981,FrelichandLorimer1985,Tilghman 1989,MetropolitanDistrictCommission (MDC) 1989].Deer densities of 60-80/mile2 on theQuabbin Reservation in centralMassachusetts result in virtually no regeneration (MDC 1989). Behrendet al. (1970) and Tilghman(1989) estimated thatdensities of approximately 17-18/mile 2 are compatiblewith adequatehardwoodregenerationin the Adirondack region of northernNew York State and the Alleghenyregionof Pennsylvania. Preferentialbrowsingby deerof sometreespeciesalters the short-andlong-termdevelopment andfuturecomposition of a stand(Marquis1981,Whitney 1984,Frelichand Lonmer1985,Tilghman1989).Furthermore, commercially desirablespecies,suchasredoakandsugarmaple,areknown to be dependent on an adequatestockingof advancedreproduction in the understoryif they are to be successfully regenerated (Marquisetal. 1992,Sander1977,Hornbeckand Leak 1992,Kelty 1988,Leak et al. 1987).Browsingby deer could thereforesignificantlyimpact the establishmentof certainspeciesin the understory,andconsequent composition anddevelopmentof futurestands. Most northeastern studieshaveinvestigated the relationsh•pbetweendeer browsingand regenerationin northern hardwood,hemlock,or Alleghenyhardwood(cherry-maple type)standsin New York or Pennsylvania (Stoeckeler et al. 1957,Tiersonetal. 1966,Marquis1981,FrelichandLorimer 1985, Tilghman1989). Therehavebeenno suchinvestigationspublishedfor standslocatedin thetransitionhardwood regionof southernNew England(Connecticut,Massachusetts,andRhodeIsland).With a differentmixtureof species (standsfrequentlydominatedby oak), deer browsepreferencesandimpacton regeneration may be different. In southern New Englandmostforestsconsistof a mosaic of naturallyregenerated even-agedmixed-species standsin the60-80 yr ageclass,resultingfroma varietyof large-scale naturalandhuman-induced disturbances, includingagriculturalabandonment, clearcutting for fuelwoodor pinetimber, andthehurricaneof 1938.Theprevalentspeciescomposition of this regionis referredto as the "transitionhardwoodswhitepine-hemlockforestvegetationzone"by Westveldet al. (1956), andtypicallyincludessuchspeciesas red oak, blackoak,whiteoak, red maple,sugarmaple,blackbirch, white birch, white ash,severalspeciesof hickory,eastern white pine, andeasternhemlock. Braun(1950) referredto theforestcomposition of southernNew Englandasbeingin eitherthehemlock-whitepinenorthernhardwoodsregionor the glaciatedsectionof the oak-chestnut forestregion.The boundarybetweenthesetwo regionsrunsroughlyeast-westthroughnorthernConnectiNJAF12(3)1995 115 cut, but is indefinite. Westveld et al. (1956) stated that hardwoodstypical of more northernforestsand southern forestsmeet in a complexmosaicof covertypes.With the exceptionof the coastalpitchpineforestsof CapeCod and thehigherelevationnorthernhardwoodforestsof theBerkshireHills region,the forestsof the tri-statesouthernNew Englandregioncanbe considered similarin overallcomposition. Becausesomanyof theforestsof thisregionareevenaged and in a sawtimbersize class(i.e., commerciallymature; Brookset al. 1993),it is appropriate to considerthepotential for future establishment of their naturalregeneration.Our objectivesin this studywere to surveyregeneration in the transitionhardwoodtypeto characterize the overallprevalence of deer browsing,browsepreferences,and potential impactof thesepreferences on regeneration. Study Area The studywas conductedon the 7800 ac Yale-Myers Forest,locatedin thenortheasterncornerof Connecticut.It is largelycomposed of a mosaicof even-agedstandsoriginating fromnaturalandhuman-induced disturbances typicalof the region. Becausethe standswere too young for final commercialharvest,few regenerationharvestshave been conducted overthepast50 yr, butthinningsor somelevel of intermediatesilviculturaltreatmenthavebeenimplemented throughout theproperty.The goalof thesethinningswasto improvethe qualityof residualstandsby removinginferior individualsor speciesof low commercialvalue (e.g., red maple,blackbirch),withoutalteringtheeven-aged structure of the stands(0liver 1978). Methods In 1982, 30 transectswere randomlylocatedthroughout theYale-MyersForest.Ten 13.2ft radiusplotsweresystematicallylocatedalongeachtransect, atintervalsof 66 ft. Each transectwas alignedin a north-southdirection.The plots were revisitedoccasionallyin subsequent years,but dueto incompletedata,no analysiscanbe made.In summer1986, pelletgroupcountsandregeneration surveyswereconducted on thesetransects.Resultsand conclusionsreportedin this paperarebasedsolelyon 1986 data. The meannumberof pellet groups/plotwas determined for eachcovertype.Estimatesof deerdensitywerederived by the techniquedescribedby Bennettet al. (1940) and EberhardtandVan Etten(1956) usinga defecationrateof 13 pelletgroupsperday,anestimatedperiodof deposition (time sincethe plots had last been visited and all previouspellet groupsremoved),and13.2-ftradiusplots. Fuller(1991) indicatedthelimitationsof thepelletgroup methodto accuratelyindex deer densitiesor population changes. Ourestimates werefurthercomplicated by thefact thatpelletgroupcountsweremadein the summer,afterthe springtimebirth of fawns. As a result, estimatesof deer densitymaybelow,sincefawnswereaddedtothepopulation in May, andwerenot depositing pelletgroupsoverthe full deposition period.For thesereasons,we reportthemeanand 116 NJAF12(3)1995 standarderrorof the numberof pelletgroups/plot by cover type,in additionto the derivedestimateof deerdensity. The three predominantoverstorycover typesin which samplingoccurred werehardwood(largelycomposed of red oak,redmaple,sugarmaple,andblackbirch),n = 136plots, hemlock/hardwood,n = 110 plots;andeasternwhite pine/ hemlock/hardwood,n = 30 plots.The remaining24 plots occurredin eitherpurehemlockstandsor wetlandsandwere notincludedin thestudydueto thesmallsamplesizeof each condition.Becauseof theirrandomassignment, thedistribution of transectsvariedby covertypes. All seedlings werecountedby species, andassigned to one of two size classes(i.e., lessthan 19.7 in., and 19.7 to 36 in., hereafterreferredto asthesmallandlargesizeclasses). Each seedlingwasassessed for signsof browsingthathadoccurred sincethe previousgrowingseason.If a seedlinghadoneor more twigs browsed,it was consideredbrowsed.No finer resolutionof browseimpact(e.g., the numberof browsed twigs on an individualseedling)wasmade.The numberof seedlings peracreandtheincidenceof browsingwerecalculated for the six principalspeciespresent:red oak, black birch,redmaple,whitepine,sugarmaple,andeastern hemlock. Chi-square analysis wasused todetect browse p.reference by speciesandsizeclass,by comparingavailabilityof seedlings(i.e., the proportionof seedlingsby speciesavailable) with theproportionof browsedseedlings by species(White andGarrott1990,186-191).If deerexhibitednopreference, browsedseedlingsof a given specieswould appearat the sameproportionasthat speciesappearsin the mix of availableseedlings. Highly significantdifferencesindicateeither a strongpreferencefor or avoidanceof a given species Preferenceor avoidancewas determinedby comparingthe availabilityof a particularspecieswith theconfidenceinterval around the estimate of its use. Confidence limits were calculatedby the methodsuggested by White and Garrott (1990, 188), using Bonferroninormal statistics.A significance level of 0.10 was used. Results Deer Density Estimatesof deerdensityrangedfrom 21.8 to 26.7 deer/ mile2withincover types (Table1).Meandeerdensity across covertypeswas23.3deer/mile 2. SeedlingAvailability and Occurrenceof Browsing Resultsof theregeneration surveywerereported(Kittredge andAshton,1990).The overwhelmingmajorityof seedlings Table 1. Pellet group counts (mean number of pellet groups/plot andstandarderrors) anddeerdensityestimates(meannumber of deer/mile'-, and standard errors), by cover type. Pellet groups/ Covertype plot Deed S.E mile2 S.E. Hardwood 0.985 0.153 21.8 3.4 Hemlock/hardwood Pine/hem/hardwood 1.109 1,200 0.215 0.281 24.6 26.7 4.7 6.2 Overall forest 1.058 O.118 23.3 2.6 Tabla 2. Mean number of seedlingsper acre in the small size class(lessthan 19.7in. in height) and mean percentagebrowsed,by species and cover type (standard errors in brackets). Hardwood Species No. Red Oak 185 % 35.0 [32] Black birch Red maple White pine Sugarmaple Hemlock Hemlock-hardwood [4.9] 714 53.0 [187] [4.3] No. 87 Pine-hemlock-hardwood % 25,0 [29] [6,5] 942 36,0 [200] No. 222 % 46.0 [48] 2359 [9.4] 44.0 [5,5] [801 ] [9.8] 931 14.0 656 8.5 1183 23.2 [100] [2.4] [116] [2,9] [356] [6.2] 40 36.0 74 12.0 1407 26.6 [11] [7.8] [29] [6.8] [550] [7.7] 272 16.0 49 0 323 23.0 [88] [4.2] [19] 0 [156] [11.6] 212 58.2 [39] [5.2] 590 52.9 [98] [4.9] observedwas in the small size class(Tables 2 and 3), for all species,in all covertypes.Incidenceof browsingon seed- lings in the large size classwas generallyhigherthan on seedlingsin the small size class. BrowsePreferencesby Species Thereweresignificantdifferences betweentheproportion of 5 of 6 speciesof smallseedlingsavailableandthe proportion browsed(Table 4). Deer preferentiallybrowsedeastern hemlockandblackbirch seedlingsin all covertypes.They avoidedredmaple,whitepine,andsugarmaple.Redoakwas browsedat ratessimilarto its availability. Little differenceexistedbetweenthe proportionof larger seedlingsavailable and the proportionbrowsed(Table 5) suggesting little speciespreferencefor seedlings> 19.7 in. Therewerenospecies preferences expressed in thehardwood andhemlock-hardwood covertypes.Redoakandredmaple weremodestlypreferredin thepine-hemlock-hardwood cover type. In general, the lack of a consistentpreference(as 570 52.7 [188] [9.6] comparedto thesmallsizeclass,acrosscovertypes),andthe higherratesof browsefor largesizeclassseedlings (Table3) suggesta muchhigherprobabilityof a large seedlingbeing browsed,regardlessof its speciesor cover type. However, becausewe measuredonly frequencyof browsing,rather than percentof stemsbrowsed,we cannotstateunequivocallythattheimpactof browsingis greateronthetallerclass of seedlings. Discussion Browseof Seedlingsin the Large and Small Size Classes Regenerationguidelinesfor uplandoaks (Sanderet al. 1984)requirea minimumof oneseedoriginstemgreaterthan 4.5 ft in heighton 59% of the surveyplots(1/735-ac) in a stand(i.e., 434/ac).Fewerstemsmaybe compensated for by stumpsprouts.For northernhardwoods,Leak et al. (1987) recommenda minimumof onestemat least3 ft in heighton 65% of surveyed milacreplotsin anuneven-aged stand(i.e., Table 3. Mean number of seedlings per acre in the large size class (greater than 19.7 inches in height) and mean percentage of seedlings browsed, by species and cover type (standard errors in brackets). Hardwood Species No. Red Oak 20 [8] Black birch 142 [61 ] Red maple White pine Sugarmaple Hemlock Hemlock-hardwood % No. % No. % 100.0 62.0 7 20.0 40 [12.9] [4] [19.9] [26] 55.0 [7.9] 83 39.0 [30] [1.1] 0.0 21 50.0 3 [7] [13.5] [2] 5 79.0 1 [2] [39.3] [1] 74 57.0 1 [26] [10.4] [1] 100.0 3 [2] 3 [2] Pine-hemlock-hardwood 100.0 81 33.0 [32] [16.6] 54 94.0 [40] [13.9] 3 100.0 [2] 0.0 50.0 [25.0] 96 45.1 [78[ [47.6] 0 NJAF12(3)1995 117 Table 4. Proportionof seedlingsin the small sizeclassavailable,and confidenceintervalaroundthe proportionof seedlingsbrowsed (P = 0.10 levelof significance),Chi-squarevalueindicatingthe degreeof difference,andpreference(P),avoidance(A),or indifference(I) Hardwood cover type Species Confidence interval, proportion browsed Proportion available Red oak Black birch 0.06156< P <0.11044 0.45741 < P <0.54459 0.079 0.303 0.45369 97.98902 I P Red maple White pine Sugarmaple 0.14003< P <0.20597 0.00710< P <0.03090 0.03762< P <0.07838 0.395 0.017 0.116 94.45434 0.17442 22.20103 A I A Hemlock 0.13080< 0.090 45.36451 P 0.036 0.393 2.00983 9.18304 I P 103.23072 A P <0.19520 Hemlock-hardwood Red oak Black birch 0.01496< 0.41605< P <0.04504 P <0.50395 Red maple 0.05263< P <0.09937 0.274 White pine 0.00240< P <0.02160 0.031 7.88416 0.020 14.80000 0.246 88.43433 P 0.037 0.389 2.85289 45.15839 I P Sugarmaple Hemlock 0.37845< P <0.46555 A Hemlock-hardwood-pine Red oak Black birch 0.03610< 0.45426< P <0.05790 P <0.50574 Red maple White pine Sugarmaple 0.10985< P <0.14415 0.15351 < P <0.19249 0.02466< P <0.04334 0.195 0.232 0.053 59.30590 30.33563 10.56836 A A A Hemlock 0.12118< 0.094 57.65969 P P <0.15682 650 stems/ac).Prior to a shelterwoodremovalcutin an even- agedstand,theyrecommend roughly5000 stems/ac of estab- developbeyondthe seedlingphase.Basedon the browsing pressureappliedby estimateddeer densitiesof approm- lished 3-4 ft trees. mately23/mile 2,whenseedlings arelessthan19.7in.deer Based on these recommendations and the documented scarcityof regeneration greaterthan19.7in., theremay not be a sufficientnumberof seedlings presentin theunderstory to adequatelystocka futurestand,If continuallysuppressed below 19.7 in. by browsing,at leastsomespecieswill not preferto browsecertainspecies.However,thereis a greater likelihood that seedlingsover 19.7 in. in height will be browsed,irrespectiveof species.Given the smallnumberof seedlingsper acrehigherthan 19.7 in., it is plausiblethat a relativelysmalldeerpopulationcouldmaintainsuppressed Table 5. Proportion of seedlings in the large size class available, confidenceinterval around the proportion of seedlingsthat were browsed (P= 0.10 level of significance), Chi-square value indicating the degree of difference, end preference (P), avoidance (A), or indifference (I). Hardwood cover type Species Confidence interval, proportion browsed Proportion available Red oak Black birch 0.02909< 0.42237< Red maple White pine Sugarmaple Hemlock P <0.13691 P <0.61763 0.075 0.536 0.01333 0.02827 0.02014< P <0.11986 0.00000< P <0.05867 0.19226< P <0.36774 0.079 0.019 0.279 0.18750 0.33333 0.00024 0.00000< 0.012 0.75000 0.071 0.847 0.48400 0.08312 P <0.04736 Hemlock-hardwood Red oak Black birch 0.00000< 0.77012< P <0.11596 P <1.01588 Red maplea White pine 0.00000< P <0.09358 Sugarmaplea Hemlock 0.00000< P <0.11790 0.031 1,10000 0.010 0.90000 0.010 0.40000 0.031 0.14545 9.64065 10.21914 A I Hemlock-hardwood-pine Red oak Black birch 0.16363< P <0.32437 0.09471 < P <0.23329 0.146 0.296 Red maple White pine Sugarmaple Hemlockb 0.22345< P <0.39655 0.00000< P <0.04288 0.18151< P <0.34649 0.197 0.011 0.350 0.000 a Browsing notobserved. b Nohemlock seedlings > 19.7in.observed. 118 NJAF12(3)1995 9.87805 1.22500 2.76050 P A P I A regenerationby continuedbrowsing.Even •f deer density declined,regeneration releasecouldbestifledunlessreduced densitywas maintained.Stoeckeleret al. (1957) concluded that deer populationsneededto be kept low for 6-8 yr in northernWisconsinin order to permit successful regeneration to become established. The paucityof seedlingsin thelargesizeclasscompared to the small size class is similar to patternsdocumented elsewherein theNortheast.In a studyusingfencedexclosures wahin clearcutsin the Alleghenyregionof Pennsylvania, Marquis (1981) reportedthat after 22 yr in an area with approximately 25 deer/mile 2, the totalnumberof stems •ns•deandoutsideexclosures wasnot significantlydifferent. Therewere,however,differencesin speciescompositionand heightgrowth.Therewere significantlyfewer black cherry, sugarmaple,redmaple,yellowpoplar,andredoakseedlings outsidetheexclosures, especiallyfor stemsgreaterthan59 in. T•erson et al. (1966) reported a similar pattern in the Adirondacks, withadensity ofapproximately 21deer/mile 2. Inside exclosures,there were over 5261 stems/acof sugar maple,white ash,andyellow birchover 35 in. in height,but outsideexclosurestherewere no yellow birch over 35 in. present,and only 162 sugarmaple stems/acover 35 in. Tdghman (1989) similarly reporteda differencein ratesof seedlingheight growth. In her study,regenerationbecame establishedundervirtually all deer densities(rangingfrom 10-80deer/mile2), yetthenumber thatdeveloped intotaller heightclasseswaslimitedunderhigherdensities(i.e., greater than40deer/mile2). Trumbull etal.(1989)reported asimilar pattern of fewer taller seedlingsoutside exclosuresthan w•thinexclosures, in a studyon theAlleghenyplateauwhere deerdensity approximated 22deer/mile 2. BrowsePreferenceby Species The analysisindicatesa browsepreferencein the smaller seedlingclass for hemlock and black birch (Table 4). If relative deer densitiesremain approximatelythe same as thoseat the time of the study,thepossibilityof changein the futureforestcompositionexists. In our studythisbrowsepreferencewasnot expressed in seedlingsin thelargesizeclass.The incidenceof browsewas considerablyhigher for this height class, for all species. Seedlingsthat attainedthisheightwere browsed,regardless of species. We postulatethat historic deer densitiesin this region were low, accountingfor the currentdominanceof hemlock •n the canopy.This may also be attributableto preferential t•mberharvestingpractices.Our findingsalsosuggestthatif currenttrendsin deerpopulationdensitiespersist,the future forestcompositioncould be one dominatedby red maple (becausea lack of browsepreferencein the smallsizeclass andits vigoroussproutingability) andblackbirch(because of relatively high numbersof seedlingspresent). Future manipulation of theoverstoryanditsinfluenceonlightlevels •n the understorywill play an importantrole in how these standsdevelop.Red maple is consideredto be tolerantof shade,especiallyin the seedlingstage,while blackbirchis consideredmore intolerant [Burns and Honkala 1990]. Severebrowsingof regeneration couldmutestanddevelopmentpatternsthat promotespeciesstratification.In extremecases,forestscouldresembleopen,monostoried woodlands,dominatedby relativelyfewertreespecies,butwith an extensiveherbaceous or woodybut unpalatableunderstory (Tilghman1989). This patternhas also beenobservedin central Massachusetts on the QuabbinReservation(MDC 1989). Application Managersinterestedin regenerating standsshouldconsiderthebrowsingpressure thatdeerpopulations canimpose on seedlings.Given the differentialbrowsepreferenceexpressed for smallseedlings andthealmostuniversalbrowse pressureplacedon large seedlingswhen deer population densities areapproximately 23/mile 2,it isclearthatabsolute numbersof seedlings presentalonewouldbe inadequate for assessing theregeneration potentialof a givenstand.Marquis et al. (1992) accountfor the influenceof deerwhen consideringregeneration in theAlleghenyhardwoodregion.Their deerimpactindexacknowledges theeffectof deerbrowseon regeneration, basedon the amountof "deerfood" available andthe deerdensity.They estimatethat in an areawith 24 deer/mile2 and low-to-mediumamountsof deer food available,regeneration couldundergoa shift in composition,or even trend towards a monoculture. Conditions of low deer foodavailabilityaresubjectivelyestimatedby circumstances suchasthepresenceof a distinctbrowseline, highnumbers of browsedstems,andunderstories dominatedby speciesthat are not preferredby deer suchas fern. Theresultsof thisstudyenableforesters to appreciate deer browseimpactin forestsof southernNew England.At an approximate densityof 23 deer/mile 2, a shiftin species compositionof the futurestandcouldoccurunlessstepsare taken,suchasthosesuggested by Marquiset al. (1992) (e.g., fencing,accelerateddeerharvest,fertilizationto accelerate regeneration development,thinningsthroughoutthe areato providea greaterquantityof deerfood andreducethe deer impactindexor pressure). 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