BLENDING SILVICULTURE AND GENETIC IMPROVEMENT TO ENHANCE FOREST HEALTH AND PRODUCTIVITY 0. -o"-' ....e ··) w:, o " . e "\l ' eO. c ' o ,w . . \w·· e0 c; . '\'0's '1..'\\ e "\l .•e \:le , 'V''\\'0" \:l0 c-o0° 0' -o 'e . \f'l s -o'0 o .... '-eO. \:l'l '1..'\\e s :'1 ,e"((' Dean S. DeBell USDA Forest Service Pacific Northwest Research Station -o c' ,,,eo Olympia, Washington '\)>!'OS : \) . 0e0 ,.;,sx-o . . \' e i'0's -o0s' "(('e''' o . ·sse s ' e"..e'•. '\\o'\f'l INTRODUCTION \ . . r...eS "((\'0 Most social and economic trends in North America indicate a need to enhance the health and productivity of our forest land. Whether wood production is the primary or a secondary objective of forest management, much information is needed. It is needed to develop sound alternative management systems, to determine probable outputs of wood and other values obtainable with each, to assess various trade-offs, and to come to responsible, sustainable d cisions. Knowledge and experience in silviculture and genetics must contribute in a major way to future strategies and decisions. The contributions of silviculturists and geneticists to modern forest management have been substantial, but additional silvicultural and genetic questions have repeatedly been identified as major issues by forest managers and scientists. Most of the issues involve interrelationships between the two disciplines. They commonly have ties to other specialties such as wood technology or wildlife ecology. Progress will require thorough integration of existing information as well as integration of future research and development activities. In this paper I will discuss eight such issues that involve the integration of silviculture and genetics - in both research and practice. These issues include concerns as well as opportunities. Most of them are related to some degree to management of all forests, but four seem particularly important in forests managed for multiple purposes or objectives. The other four probably are most important in forests dedicated primarily to wood production. SILVICULTURE- GENETICS INTERRELATIONSHIPS Multi-purpose Forestry Examples The influence of partial cutting on genetic composition is an important issue in some· multi-purpose forestry approaches. On public lands and some other ownerships, the predominant harvesting method is shifting from complete clearcutting to some form of partial cutting or to clearcutting with small numbers of reserved trees. There are concerns about possible dysgenic selection and inbreeding depression, particularly if the stand is regenerated by natural seeding after logging. Such concerns diminish greatly if the site is planted with improved and well-adapted stock. The shift to partial 45 . · cutting, however, has been associated with a trend toward greater use of natural regeneration, particularly on some public forests. Are such concerns valid? Millions of acres of mixed hardwood forests in the East have been degraded at the species level by selective removal of preferred species and size classes. Presumably similar degradation may occur within species if trees retained are few and they are ·selected for reasons unrelated to their genetic worth. Or worse- if they were selected for retention because they were poor quality, low value trees; i.e., they were selected to minimize economic losses associated with a mandate for tree retention. On the brighter side, there is evidence suggesting that some genetic traits of a stand can be improved by thinning; thus, the opportunity exists to enhance the genetic make-up of a stand through partial cutting. ..,.. Work is needed to assess patterns of genetic variation associated with alternative harvesting and regeneration practices. These assessments should involve not only the amount of genetic diversity, t:>ut also its quality as reflected in the health and vigor of offspring. With such information, foresters can adjust marking guidelines and develop regeneration strategies to avoid potential problems and also capture whatever improvements may be possible. · There are also questions about the performance of genetically-selected stock in partially cut stands. Tree improvement programs have evaluated progeny (and thus selected parent trees) based on early growth performance in clearcut environments. In such environments, competition has been reduced among trees being evaluated and with other vegetation. In partially-cut areas, however, planted seedlings will encounter higher levels of shade. And if site preparation is less intensive, competition for moisture and nutrients will be increased. We do not· know whether the performance of improved stock relative to unselected stock in these partial cuts will be better or worse than that observed in clearcut testing environments.. Millions of dollars have been invested to date in tree improvement programs. The potential gains in stand production that may be obtained are substantial, and they will affect future harvest levels. Thus, we need to evaluate performance of selected stock under the range of environments likely to be encountered in alternative silvicultural systems. Such information may determine what genotypes are planted in various systems and should also influence what systems are selected for use. · The re-establishment and management of Western White Pine provides an excellent example of what may be accomplished when silvicultural and genetic improvement activities are integrated. Western white pine was a much more important component of many western forests, including those of the Douglas-fir region, prior to importation of· blister rust. Various Ribes species serve as the alternate host for this disease. Attempts to control the problem by removing Ribes or by spraying antibiotic fungicides on young trees were ultimately unsuccessful. But fortunately, selection and screening programs produced rust-resistant strains; these have made re-establishment possible. Alternative silvicultural practices may further increase the likelihood of trees surviving to I 46 maturity and harvest. For example, reductions in broadcast burning and increased shade associated with partial cutting may hinder the establishment and growth of Ribes seedlings. Pruning has been done in many young plantations to reduce infection sites and create a less favorable microenvironment for the rust. And, of course, it will increase the amount of clear wood produced. Questions related to deployment of selected and unselected planting stock have been important issues in re-establishment of commercial forests for some time. Recent developments in ideology and practice have also raised questions about planting versus use of natural regeneration. Thus, there is a need for documented comparisons of the advantages and disadvantages of natural versus planted stands and how these may vary at different sites or with' different management objectives. Similar evaluations are needed for pure vs. mixed species stands, regardless of establishment method, and for pure versus mixed families or clones in plantations. Interest has increased in management of other species and in mixed species stands for many reasons-economic and ecological. Even when they are only 50 or 60 years old, mixed species stands may provide habitat niches and other values that sometimes are assumed to occur only in much older or late successional stands. Production Forestry Examples One of the most important issues in production forestry involves the yields to be expected when stands established with genetically improved stock are harvested. Most estimates of gains due to tree improvement are based on results 'of progeny tests. Most of these tests are less than 20 years old, families were planted in single tree or small row plots, and few traits were assessed. Density effects and competition among genotypes usually were not evaluated. Although measurements show promise of increased tree growth in selected families, the projection of such results in terms of increases in usable volume per acre at harvest is no simple task. But doing so is very important. Designed experiments are underway to provide stand-level comparisons of yield for selected and unselected stock; experiments are also on-going that will provide better insights on competitive effects and how to account for them in yield projections. Results, though, will not be available for several years. In the meantime, opportunities exist for silviculturists, geneticists, and modelers to collaborate in the analysis and interpretation of existing data from genetic tests and silvicultural experiments in order to make realistic estimates of long-term gains in stand yield. One fundamental component of the previous issue involves assumed limits to gains in stand productivity obtainable through genetic improvement. Productivity of a stand is a function of tree growth rate and number of trees per unit area. Silvicultural and genetic efforts to improve productivity have focussed on enhancing tree growth rate and, to some extent, on increasing harvest index and product quality. It has generally been 47 assumed that opportunities to improve productivity by increasing the number of trees that can be grown to a given size were limited. This assumption is commonly stated in terms of self-thinning trajectories or limiting diameter-density lines for individual species. Some scientists, including geneticists, have assumed that productivity enhancement is largely limited to decreasing the time it takes the stand to grow to the limiting size-density line. Evidence is beginning to accumulate to the contrary. We now know that there are differences among loblolly pine seed sources, and there appears to be differences among hybrid poplar clones in the maximum size or current growth that can be attained at given levels of stand density. These differences may result in yield gains of 30 percent or more. Families of western conifers should be examined for such differences in tolerance .to crowding or competition. If found, they could provide a basis for substantial productivity increases in advanced generations of improvement. Even if differences in size:.ciensity relationships do not occur among families, this does not mean that genetic gains ne · ed be limited to early stages of stand development. It will mean that thinning will be needed to keep the stand below the limiting threshold, whatever its level. Thus, trends toward increased thinning and longer rotations have the potential to extend the period and amount of growth benefits achievable from genetic selection and thus returns from investments in tree improvement programs. Work is also needed to determine fundamental physiological and morphological traits related to tree performance, particularly to the quantity and quality of wood products. Simple measures like size of terminal leaves may be closely related to growth and vigor; branching patterns to stem form; and branch retention may be indicative of tolerance of competition. Identification of easy-to-assess indicators can lead rapid improvement in silvicultural and genetic practices. During the past decade, most such work in forestry has been focussed on hardwoods as part of the Department of Energy's biomass programs. The results have been impressive and have been implemented in the form of clonal hybrid plantations. Similar progress might be made with conifers; we could superimpose such research in existing progeny tests and take advantage of the wealth of data and experience already available for selected families in our tree improvement programs. The opportunities afforded by fiber farming or short-rotation.intensive culture of hardwoods, particularly Populus and Eucalyptus, deserve specific mention. The combined work of geneticists, silviculturists, physiologists, and others led to development of rapidly growing hybrid clones and successful methods for establishing and tending young stands. Some Eucalyptus plantings in Hawaii and Brazil have produced the highest rates of usable wood increment measured to date in any natural or managed forest. Intensively cultured poplar plantings in the Northwest may average 60 feet in height and 6 to 7 inches in diameter at six years, producing nearly 500 fe per acre per year. Some reductions in certain risks and some increases in uniformity of 48 stem size and wood properties have also been achieved. But benefits are not confined to wood production alone. The poplar plantings along the lower Columbia River have provided nutritious forage and effective cover for the long-endangered Columbian white-tailed deer. These benefits have contributed to major increases in deer populations, and the Fish and Wildlife Service is now considering either "delisting" the deer or "downlisting" its status from "endangered" to "threatened." It is interesting that this improved situation is occurring in the face of- if not as a result of- private investments in the most sophisticated, intensive wood production system in North America. Because the fiber farming approa·ch has been very productive with hardwoods - with production rates equivalent to three to five times that of conventional management regimes, there is budding interest in using it to grow conifer fiber. This might entail selection and management for rapid early growth as well as specific wood characteristics within the so-called "juvenile core." Such approaches to rapid production of small conifer roundwood need not be restricted to short rotation and single-species schemes; they might be combined in two-species, two-stage systems in which a large .portion of a dense initial stand is harvested for pulp logs in early thinnings and the remainder of the stand is managed for larger trees on a much longer rotation. Mixed plantings of hemlock and Douglas-fir - even clones thereof - might be managed in this way. SUMMARY AND CONCLUSIONS Much recent ideology and policy- especially that associated with U.S. Federal forests­ - has given short shrift to intentional manipulation (both silvicultural and genetic) of forest vegetation, particularly when objectives involve multiple values and resources other than wood. This will change with time. Sound knowledge and appropriate practices will be needed to provide the range of values and products desired from forest lands. And this is so whether the forests are intentionally managed for multiple objectives or for one primary objective such as wood production. The examples I've discussed represent but a few of the important issues that silviculturists and geneticists must face jointly - and with the collaboration of other forest managers and scientists. We can resolve the concerns and capture the opportunities through research and through well-designed monitoring of management activities. And by doing so, we will be able to improve the capacity of our forest lands to meet the increasing and often conflicting demands that society places upon them. 49