SUM RIZATION OF THE ECOLOGY AND GENETICS OF THE NOBLE AND CALIFORNIA REO FIR COf!PLEX J. F. FRANKLIN, F. C. SORENSEN, R. K. CA IPBELL U.S. Forest and RaJlge Fxp. Stat. Labotutory, Corvallis, Oregon 97331 Forest Seruice, Pacific Northwest Forestry Sciences Noble fir (Abies procera Rehd., previously Abies nobilis (Dougl.) Lindl.), California red fir (Abies magnifi£.'1. A. Mun.), and Shasta red fir (Abies magnifica var shastensis Lemm,) form an important complex in She subalpine forests along the Pacific Coast. These are important forest trees for commercial timber production, Christmas trees and watershed protection. In this paper we briefly summarize current knowledge of the ecological and genetic features of this complex. greatest current interest. Emphasis is on noble fir, the taxon of Distribution Noble fir is the northernmost representative of the co plex. It generally occupies middle- to high-elevation forest lands (1000 to 1700 m) in the Cascade Range from the McKenzie River drainage of central Oregon (latitude about ° 44 N) north to the Stevens Pass region of northern Washington (latitude about ° 48 N), It also occurs on isolated peaks in Oregon's northern Coast Ranges and southwestern Washington's Willapa Hills, Contrary to early' reports, noble fir does not occur in the Olympic Hountains or northern Washington Cascade Range (franklin 1964). Shasta red fir was originally described from northern California. Currently, however, the name is al'so often applied to the highly variable populations found at high elevati ns (1400 to 2000 m) in the southern g Oregon Cascade Range (south of 44 N latitude), Klamath Hountains, and 133 California Coastal Ranges. Shasta red fir populations are absent from the northern and central Sierra Nevada Mountains but reappear in the southern end of the range. Typical California red fir overlaps much of the Shasta red fir range, but it is also the sole representative of the complex in the central Sierra Nevada. 2700 The elevational range of red fir is generally 1800 to m. Climatically, the range of noble fir is marked by a cooler and wetter climate than that of the red firs, although it generally occurs at lower elevations. Noble fir also occupies soils that are finer textured and richer in nutrients than those generally found with red firs. Taxonomy The three taxa have been treated as distinct entities by taxonomists despite their apparent close relations. Distinctions have been based mainly on differences in cone and leaf morphology as well as geographic distribu­ tion. Noble fir has bracts that are much longer than the cone scales and strongly reflexed so that they sheath the cones; the cone scales on California red fir, bracts are shorter than while Shasta red fir is intermediate between the other two taxa in this character. Noble fir leaves are usually grooved on the upper surface, while those of California red fir are not. Particular problems in identification (and questions about the validity of the three taxa) have arisen in southern Oregon and the northern California Coast Ranges, where populations are often highly variable. assignable {morphologically) to two, or even all three, present in some of these populations, Individuals of the taxa may be Trees often resemble noble fir i n cone a n d leaf morphology b u t a r e more like Shasta red f i r i n ecology, seed and seedling features, and chemical compounds, Noble and California red fir are highly interfertile taxa and produce offspring similar in seed and seedling characteristics to Shasta red fir (Silen, Critchfield, and Franklin 1965), This has led to speculation that these intermediate southern Oregon-northern California populations may represent hybrid swarms between noble and California red fir. Regeneration Noble and red firs have the largest cones of any true firs. fir they may reach 20 em or more in length. largest of any true firs (U.S. Department of Agriculture, Forest Service 1974): noble fir Shasta red fir California red fir 134 In noble Seeds are also among the 13,500 7,300 6,400 seeds/lb, seeds/lb, and seeds/lb. Good cone and seed crops are generally produced at three-year intervals, although five or si:< years occasionally elapse between such crops (Franklin, Carkin, and Booth 1974), Noble fir bears cones at a younger fndividual mature noble firs can produce age than either red fir. prodigious amounts of seed; a single tree produced the equivalent of Seed quality is related to cone 100 lbs of cleaned seed during one year. crop size with low percentages of sound seed during poor cone crops. Average germination of noble and red fir seedlots is often low--ranging from 30 to 43 percent (U.S. Department of Agriculture, Forest Service 1974). Natural regeneration of noble fir generally takes place following major disturbances, such as wildfire (Powells 1965). Relatively open areas and mineral seedbed are considered favorable conditions for seedling establishment and growth. It is an early successional species and generally does not reproduce under the forest canopy; survive only a year or two. Pacific silver fir Successionally, (Abies amabilis), seeds germinate but seedlings it is usually replaced by a very shade-tolerant associate. Noble fir is con idered to be only slightly more shade tolerant than Douglas-fir. In fact, the entire noble-red fir complex is distinguished from many true firs by their relatively low shade tolerance and pioneer status. however, California red fir does regenerate in natural forest stands, although it is clearly inferior to white fir shade tolerance, (Abies concolor) in Noble fir generally occurs in mixture with other species. associates are Douglas-fir heterophylla), (?seudiJtsuga Typical menziesii), western hemlock Pacific silver fir, and mountain hemlock (Tsuga (Tsuga mertensiana). California red fir is typically associated with white fir and mountain hemlock, although 11pure11 stands are also common. Grm;th and Yield Noble fir is an outstanding timber producer. It has a high form class and thin bark resulting in very high volumes for a given diameter and height of tree. The British Forestry Commission found that the volume increment per foot of height growth was higher than for any other conifer they studied (Christie and Lewis 1961). Early height growth may be slow relative to associated pines and Douglas-fir but is sustained for several centuries (DeMars, Herman, and Bell 1970). can reach heights of 45 m a t 100 years; 90 m for old trees on similar sites. vclumes in noble On the best sites, Because of high stem densities; fir stands can also be very impressive, 325-year-old stand near !aunt St. noble fir maximum recorded heights are nearly Helens had 2,896 mJ/ha. A superior Natural stands 100 to 200 years in age often have volumes in excess of 1000 m3/ha. California red fir stands may also contain large volumes (Schumacher 1928) although growth is typically slower and ma:<imum sizes and stand volumes lower than for noble fir. 135 Noble fir is not particularly long lived. Stands begin to senesce at around JOO years and individuals older than ljOO years are uncommon. The oldest known noble fir is around 600 years. Genetics A number of studies of variation in the noble-California red fir complex have been, or are being, chemical constituents seedling, (Zavarin, conducted. Critchfield, Included is research on: and Snajberk 1978); seed, and cone characteristics (Franklin and Greathouse 1968a, L968b; Sorensen and Franklin 1977); selfing (Sorensen, Franklin, and \Joollard 1976); and seedling behavior in cold frames, The following points are synthesized from this work. 1. There appear to be three distinct segments to this complex: 0 o:( those populations north of about 4'-i north latitudei "true" noble fir) the populations in northern California and southern Oregon from about 41° to 44° north latitude (arbitrarily referred to hereafter as Shasta red fir); and the populations in the Sierra Nevada) hereafter called California red fir. 2. Noble fir appears quite distinct from the Shasta red fir in all but the classic taxonomic characteristics (leaf and cone morphology), There is strong evidence for a sharp discontinuity between these taxa at the NcKenzie River, The Shasta red fir populations are the most variable of the three J, In some features they appear intermediate between noble and California taxa. red fir (e.g., seed weight and cotyledon number) while in other responses they are not intermediate (e.g., seedling height growth in common environ­ It is possible that Shasta red fir and California red fir are parts ment). of a cline, but continuity of variation is not apparent in existing studies. The lack of continuity could be a consequence of inadequate sampling. 4. (e.g., Noble fir exhibits substantial variability in some characteristics seedling growth) but is quite uniform with regard to others ccne and leaf morphology). (e.g., Variation in either morphological or cold frame studies does not appear to be related simply to latitude. Substantial variation does exist between families at a locale and between locales in at least some characteristics. 5. Noble fir has a high relative self fertility (0,69 in one study) which does not appear to affect germination but can depress height growth, 6. Noble fir and California red fir are highly interfertile. 136 Seed Collection a d Movement With regard to noble fir seed transfer, the lack of a simple latitudinal trend must be viewed. in conjunction with the substantial variability which occurs among localities within a few minutes of each other in latitude or even at the same latitude. This pattern of variation suggests quite close adaptation to one or more site factors which is not unexpected in a species occupying at least moderately severe habitats. Consequently, the safe course in reforestation is to use local seed especially when dealing with the most severe sites. If seed is moved, one should try to match habitat of plantation with that of seed origin. Seed should not be moved north or south across the flcKen ie River drainage except for specific objectives. A sharp change in genetic characteristics of the complex takes place at this point. 137 Christie, J.f!., 1961. and R.E.A. Lewis Provisional yield tables for Abies grandis and Abies nobilis Brit, Forestry Comn. Forest Rec, DeMars, Donald J., 1970. illus. and John F. Bell Preliminary site index curves for noble fir from stem analysis data. Fowells, Francis R. Herman, 47, 48 p., USDA Forest Serv. Res. Note P -119, 9 p., illus, H. A. 1965. Silvics of forest trees of the United States. Handb. 271, 762 p,, U.S, Dept. Agric. illus. Franklin, Jerry F. 1964. Some notes on the distribution and ecology of noble fir. ' © Northwest Sci.. .JB(l):l-13. Franklin, Jerry F. , 1968a. In: report. Ass., Franklin, Western Reforestation. and Thomas E. Proc., 13-16. Greathouse Seed origin studies--Noble-California red fir species complex. Western Forest Nursery Council Proceedings, Forestry and Conservation Association, Franklin, A progress Western Forestry & Conservation Wes(;rn Reforest. Coord. Comm. Jerry F.1 1968b. In: and Thomas E. Greathouse Identifying noble fir source from the seed itself: Jerry F., 1974, Richard Carkin, Western and Jack Booth Seeding habits of upper-slope tree species of cone production. 1968, ll-l6a. USDA For. Serv. Res, 1. A 12-year record Note PNW-213, 12 p. Schumacher, Francis X. 1928. Univ, Silen, Yield, Roy R., 1965. stand and volume tables for red fir in California, Calif. Agric. Exp. Stn. Bull. 456, William B. Critchfield, Forest 2£!• Sorensen, Frank C., Jerry F. fir. 1 1(4):460-462, Franklin, illus. and Robert Woollard Self-pollination effects on seed and seedling traits in noble Forest Sci, Sorensen, Frank C., 1977. and Jerry F. Franklin Early verification of a hybrid between noble and California red firs. "1976. 29 p. 22(2):155-159. and J.F. Franklin Influence of year of cone collection on seed weight and cotyledon number in Abies r.E.:25::er". 138 Sil•1ae Genetica 26(1): 41-43. U. S. Department of Agriculture, ·Forest Service Seeds of woody plants in the United 1974. Agric. Handb. Zavarin, 450, Eugene, W.B. 1978. 883 illus. States. U.S. Dept. Agric. , Critchfield, and Karel Snajberk Geographic differentiation of monoterpenes from Abies procera· and Abies magnifica. In Proc. IUFRO Jt. p. 133-139. Victoria, ment p., B.C. B.C. by Biochem. Syst. and Ecol. Meet. Work. Parties, Minist. For., In press. Inf. the FOREST SERVICE, of Agriculture, U.S. for official use. 139 val. 1, Serv. Branch, Depart­