Northeast Field Guide, Version 1.6 January 2002 APPENDIX 11 -- TALLY SHEET GUIDE On the seven page sample record there are several variables that may require entries, either coded or written, by the field crews. Where a numbered variable requires a coded entry, the number of digits required for that entry is indicated by the number of X's immediately below the variable number on the sample record. Some variables require measurements to decimal fractions of inches or feet. For those items, it is understood that the last digit represents a decimal fraction. For example, a tree DBH of 23.4 inches is coded as 234. The decimal points are never placed in coded entries. The entries for some variables will have been made in the office. These are usually variables 3.100 through 3.140. These entries may be incorrect, but do not change any previously made entry without the approval of your supervisor. Notes should be recorded as often as needed to clarify coded entries and to explain unusual or unique situations. Notes are also used to direct attention to anything about a particular plot that the crews think is important now, or may be important when the plot is remeasured during the next inventory. If necessary, attach extra sheets of notes. The value of notes cannot be overemphasized! Suffice it to say that a few notes are made at a fraction of the cost that would be involved in going back to a plot to answer questionable data. Take a moment to read the statement printed on the inside cover of this document. Even though it was written more than sixty years ago, this statement still applies to everything that we do today. Field data collection is the most important part of this inventory. Everything that comes afterward is dependent on a complete and accurate set of data. The information to be recorded on the sample record is determined by the category of plot (sample kind) and the condition class status assigned by the field crew. Examples of the specific data variables needed for each category of plot appear on the following pages. NOTE: When using the data recorder the following information is displayed from plot history files stored in the data recorder memory: plot identification and previous tree information (tree number, species, horizontal distance, azimuth, previous tree class / merchantability class, and previous DBH). In general, the variables that specifically apply to the previous inventory and the current inventory (such as species, horizontal distance and azimuth) are the variables that may be changed. 271 4.320 4.330 4.340 4.350 X X XX XXX X X 1 1 2 3 4 5 6 7 5 5 5 5 2 3 4 5 6 7 4.360 4.370 4.380 4.400 4.405 X XX XX X DISTURBANCE 1 4.410 4.420 4.431 4.432 XXX XXX XX XXXX XX 4.433 ROAD ACCESS PUB. USE RESTRIC. RECREATION USE WATER ON PLOT TERRAIN POS SITE PROD CLASS MANUAL VERSION 3.255 3.260 3.270 3.280 3.290 3.295 3.400 X X X XXX X X X 5 5 5 4.434 4.435 4.436 XXXX XX XXXX 272 XX 4.491 XXXX 4.492 XX 4.493 XXXX 4.494 XX 4.495 STOCKING CLASS DIST. TO IMP. ROAD 3.250 X STAND HISTORY TALLY NUMBER TRAIL/ROAD TYPE CRUISER NUMBER YEAR YEAR DAY 3.240 STAND STRUCTURE PHASE 3.230 PAST NONFOREST LU XXX 5 4.496 4.440 4.450 4.451 4.452 4.460 4.465 4.470 XXXX XX XX XX XX X X X PRESENT NONFOREST LU XXX TIMBER MGMT. CLASS 3.220 XXXX PHYSIOGRAPHIC CLASS 3.210 XX TREATMENT 3 YEAR 3.200 XX TREATMENT 3 3.190 XXXX TREATMENT 2 YEAR 3.180 XX TREATMENT 2 3.170 XX TREATMENT 1 YEAR 3.160 X TREATMENT 1 3.155 X MONTH PLOT LEVEL DATA DISTURBANCE 3 YEAR DISTURBANCE 3 55 5 5 5 55 55 5 5 DISTURBANCE 2 YEAR MONTH 3.150 X PREVIOUS DISTURBANCE 2 LAND USE 3.145 CURRENT DISTURBANCE 1 YEAR STAND AGE X ARTIFICIAL REGENERATION SPECIES 3.140 CREW TYPE QA STATUS COUNTY SAMPLE KIND X OWNER CLASS XXXX PRIVATE OWNER INDUSTRIAL STATUS 3.130 XXX TREE DENSITY 3.120 X OWNER GROUP REGENERATION STATUS 3.110 XX UNIT PLOT NUMBER STATE 3.100 RESERVE STATUS STAND SIZE 4.310 LAND USE CLASS CONDITION CLASS STATUS 4.300 FOREST TYPE CONDITION CLASS NUMBER USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTORY AND ANALYSIS UNIT MANUAL VERSION 1.4 AND 1.5 PAGE 1 All accessible forestland Remeasure plots ME MAINE only All plots 5 XX CONDITION CLASS LEVEL DATA ME REV. 1/2001 USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTORY AND ANALYSIS UNIT MANUAL VERSION 1.4 AND 1.5 PAGE 2 5 All plots All accessible forestland X 1 2 3 4 XXX X X XXX XXX XX 55 5 55 5 55 5 55 7.005 7.100 7.105 7.110 7.120 7.130 7.140 X X X XXXXX XXX XXX XXX XXX AGE DBH TOTAL LENGTH 7.001 SPECIES 4.130 CONDITION CLASS LIST 4.125 SUBPLOT NUMBER 4.120 CONDITION CLASS NUM. 4.110 SITE TREE NUMBER 4.107 CROWN CLOSURE CLASS SUBPLOT ASPECT 4.106 SITE INDEX DATA SNOW / WATER DEPTH SUBPLOT SLOPE 4.105 MICROPLOT CENTER CONDITION 4.100 SUBPLOT CENTER CONDITION SUBPLOT NUMBER SLOPE CORRECTION SUBPLOT LEVEL DATA COND CL X ME ME COND CL COND CL ME COND CL ME COND CL COND CL M E MAINE only All boundaries STAND AGE WORKSHEET 4.214 4.215 4.216 4.217 X XXX XXX XX XXX XXX WEIGHTED AGE CORNER DIS TO BOUNDARY 4.213 X PERCENT OF OVERSTORY CORNER AZ TO BOUNDARY 4.212 X RING COUNT PLUS 5 YEARS CONDITION CLASS NUMBER 4.211 X SPECIES BOUNDARY CHANGE CONTRASTING COND. CLASS 4.200 X RIGHT AZ TO BOUNDARY PLOT TYPE 4.100 LEFT AZ TO BOUNDARY SUBPLOT NUMBER BOUNDARY DATA XXX XX XXX 100% REV. 1/2001 273 USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTORY AND ANALYSIS UNIT MANUAL VERSION 1.4 AND 1.5 YR 3.180 CRUISER 3.220 XX XX XX.XX MIN 3.320 SEC 3.330 XX XX XX.XX NUMBER OF READINGS 3.361 TALLY 3.230 XXX XX DEG 3.310 GPS ELEVATION 3.365 5 5 XXXX XXX XXX & / TIME :& AM PM OWNER TELEPHONE #: & / TIME :& AM PM POSTED? LETTER & [ ] XXX XX XX.XX . Y TELEPHONE& [ ] . GPS ERROR(ft) 3.375 PLGR S/N XXX / ON-SITE [& SEC 3.360 3.380 XXXXXX + - / N XX.XX MIN 3.350 X DATE 5 XX DEG 3.340 5 5 5 5 DATE Y XXX GPS LOCATION 3.370 OWNER CONTACT ATTEMPT #2: OWNER CONTACT? SEC 3.360 0 OWNER CONTACT ATTEMPT #1: 8.100 MIN 3.350 0 . 55 5 5 5 XX LONGITUDE DEG 3.340 5 5 55 5 5 55 PC DAY 3.170 SEC 3.330 . Printed label with plot and photo information XX MIN 3.320 5 5 5 5 5 5 55 SP MO 3.160 PAGE 3 NAD27 GPS LATITUDE DEG 3.310 8.120 N ] INFO. QUALITY NAME Complete ownership information for plot center on all forested plots and as necessary for nonforest plots. ADDRESS 8.110 CITY & ZIP CODE SOURCE X TWP/MAP#/SECT.# & 5 2.110 STARTING POINT: SPECIES - DBH - Provide notes about the starting point for all plots. 5 WITNESSED BY SPEC DBH HD AZ 5 5 55 5 5 55 2.120 COURSE TO PLOT (cont.) DIST SC 5 NOTES - SPP DBH DIS DIR NOTES -- All plots = -- Plots with forested conditions 2.160 PLOT CENTER WITNESSED BY - Provide notes about the PC witnesses when established. LINE NO. SPEC * * DBH HD AZ NOTES - = = = = = = = = * -- Complete if witness trees were also tally trees. & -- Plots with a forested condition at PC. 2.120 COURSE TO PLOT DISTANCE & 5 DIST SC AZIMUTH FEET 5 SPP DBH DIS DEG DIR = = ==== NOTES Continue station information as needed until arrival at PC. Include descriptive notes when warranted. REV. 1/2001 274 USDA FOREST SERVICE FOREST INVENTORY AND ANALYSIS VERSION 1.4 AND 1.5 PAGE 4 OFFICE EDIT FIELD EDIT 3.100 3.110 3.120 XX X XXX 5 5 5 3.130 XXXX 3.140 X 5 5 5 All Plots 2.210 XXX 2.220 2.230 2.240 XX XX XX 5 555 2.182 GENERAL NOTES 2.310 XXX 2.320 2.330 2.340 XX XX XX 5 5 55 CALCULATIONS This area is used for notes about the plot or individual tally items. All changes in land use must be documented in this section. Describe the land use for all nonforest plots in this section (e.g., Entire plot fall in cropland without trees -- LU is 61.) Show calculations used to determine the course-to-plot. N 2.181 SKETCH MAP OF PLOT LOCATION W S ALL PLOTS Draw a sketch map of the general plot location that provides enough detail so that the Starting Point can be relocated without the use of aerial photographs. Include the distance to the nearest town, major road intersectons, the locations of SP and PC, as well as any additional landmarks that may be useful. Record distances that are driven in miles and tenths of miles, and distances that are walked in feet or chains. 275 USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTORY AND ANALYSIS MANUAL VERSION 1.4 AND 1.5 3.100 3.110 XX X 5 5 3.120 XXX 5 PAGE 5 3.130 3.140 XXXX 5 X 5 5 All Plots 2.170 PLOT DIAGRAM 2 Sketch in the boundaries of any plot that has multiple conditions, as well as any features that may facilitate the relocation of this plot. Be particularly careful to sketch condition boundaries that occur within the subplot as accurately as possible (include azimuths). For plots where all 4 subplots fall entirely within one condition, clearly note on this page: "All Condition 1". 4 1 3 REV. 1/2001 276 USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTORY AND ANALYSIS MANUAL VERSION 1.4 AND 1.5 3.100 3.110 XX X PAGE 6 5 3.120 3.130 3.140 XXX XXXX X 5 5 5 Accessible forest land only All plots ME MAINE accessible forest land only 5 5 REPRODUCTION NUMBER CONDITION CLASS # OF STEMS 5.200 5.300 5.100 5.110 5.120 5.140 5.200 5.300 XXX X XX X XXX XXX XXX X XX DBH (SEEDS) SUBPLOT NUMBER 5.140 XXX SPECIES # OF STEMS 5.120 XXX Seedlings ME ME ME ME ME ME ME ME Dwarf shrubs ME ME ME ME Vines Shrubs STOCKING PLOT WORKSHEET FOREST TYPE ________________________________ CUMULATIVE TOTAL XXX STOCKING VALUE X SEEDLING COUNT LARGEST DBH IN CONDITION _________________ TEMPORARY SUBPLOT # ME DBH (TREE AND SAPLING) 001 SPECIES DBH (SEEDS) 5.110 X SPECIES 5.100 SUBPLOT NUMBER CONDITION CLASS REPRODUCTION DATA (cont.) REPRODUCTION NUMBER REPRODUCTION DATA XXX XX XXX XXX REV. 1/2001 277 USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTOY AND ANALYSIS MANUAL VERSION 1.4 AND 1.5 X 6.205 6.206 XX XXX XXX X X X X X XX X XX X XX X X XX S S = =R R S S = =R R 6.270 6.271 6.272 6.2736.274 6.275 6.276 6.290 6.300 XX X XX R R R R R R R R R R R R R R R R R X X XX X X X 6.305 XXXX 6.310 6.320 X X 6.330 6.340 6.350 XXX XX XXX NOTES DECAY CLASS UTILIZATION CLASS MORTALITY YEAR TREE CLASS MERCH CLASS DAMAGE TYPE 2 DAMAGE SEVERITY 2 DAMAGE LOCATION 2 DAMAGE TYPE 1 DAMAGE SEVERITY 1 CAUSE OF DEATH DAMAGE LOCATION 1 CROWN CLASS 6.207 6.210 6.220 6.230 6.2406.250 6.260 PREV TREE/MERCH CLASS 6.200 XXX PREV DBH 6.150 6.1556.1606.170 6.175 6.180 6.190 COMPACT. CROWN RATIO ACTUAL LENGTH BOLE LENGTH TOTAL LENGTH TREE GRADE SAWLOG LENGTH LEAN ANGLE XX TREE CONDITION 6.140 XXX COND. CLASS NUMBER AZIMUTH 6.130 XXX DBH HORIZ DISTANCE 6.120 XXX DIAMETER CHECK SPECIES 6.110 XXX TREE HISTORY TREE NUMBER 6.105 X SUBPLOT NUMBER 6.100 ME MAINE only TREE LEVEL DATA CUBIC FOOT CULL XXXX D Dead trees R Rem. live trees 3.130 3.140 % SOUNDNESS (CUFT) XXX BOARD FOOT CULL 3.120 X 55 5 55 % SOUNDNESS (BDFT) XX = Rem. live/dead trees S Sawlogs New trees LENGTH METHOD 3.100 3.110 PAGE 7 5 All plots / trees Live saplings 1.0-in to <5.0-in DBH 5 ME Live trees >= 5.0-in DBH 5 S S Dead trees >= 5.0-in DBH 5 S S S S Snags >= 5.0-in DBH 5 5 = = = = 10 ===== S 5 = = = = 11 ===== S 5 = = = = 12 ===== S = 5 = = = = 13 = 5 = = = = 14 = 5 = = = = 15 5= = = = 16 ===== S 5= = = = 17 = 5= = = = 18 = ====S 5 = = = = 19 = ====S S ==== ==== ==== S = = == S S == R R D R R R R R R == S = = == S = = == S S == R R D R R R R R R S ==R R R R R R R R == == S S S S S = =R D R == == R == D D D = = = = = = = = = = = = = = = = = = REV. 1/2001 278 USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTOY AND ANALYSIS MANUAL VERSION 1.4 AND 1.5 3.130 3.140 X 30 31 32 33 34 38 39 X X X XX = ====S = ====S = ====S = ====S = ====S = ====S == == S= = S= = S= = S= = = ====S = = = ====S = = = S S S 6.207 6.210 6.220 6.230 6.2406.250 6.260 X XX == == S == S == S == S == S X XX X X XX 6.270 6.271 6.272 6.2736.274 6.275 6.276 6.290 6.300 XX X XX X X XX X X X ==== ======== R D R R R R R R == R D R R R R R R == S == R R D R R R R R R == S == D == S == D == 6.305 XXXX X = = == S S == D D D D D D == D == D D S = = == S S == R R D D R R R R R R X 6.330 6.340 6.350 XXX XX XXX NOTES DECAY CLASS 6.310 6.320 S S S == R S ==R UTILIZATION CLASS MORTALITY YEAR TREE CLASS MERCH CLASS DAMAGE TYPE 2 DAMAGE SEVERITY 2 DAMAGE LOCATION 2 DAMAGE TYPE 1 DAMAGE SEVERITY 1 CAUSE OF DEATH XXX DAMAGE LOCATION 1 6.206 XXX CROWN CLASS 6.205 XX COMPACT. CROWN RATIO 6.200 PREV TREE/MERCH CLASS X PREV DBH X ACTUAL LENGTH = = = = = = = XXX BOLE LENGTH = = = = = = = 23 24 25 6.150 6.155 6.1606.170 6.1756.180 6.190 TOTAL LENGTH = = = = = = = 5= 5= 5= 5= 5= 5= 5= 22 TREE GRADE = = = = = = SAWLOG LENGTH = = = = = = XX 20 21 LEAN ANGLE = = = = = = 6.140 TREE CONDITION XXX COND. CLASS NUMBER 6.130 XXX DBH AZIMUTH 6.120 XXX DIAMETER CHECK SPECIES HORIZ DISTANCE 6.110 XXX TREE HISTORY TREE NUMBER 6.105 X SUBPLOT NUMBER 6.100 5= 5= 5= 5= 5= 5= TREE LEVEL DATA CUBIC FOOT CULL XXXX % SOUNDNESS (CUFT) XXX BOARD FOOT CULL 3.120 X % SOUNDNESS (BDFT) XX 55 5 55 LENGTH METHOD 3.100 3.110 PAGE 7 = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = REV. 1/2001 279 USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTOY AND ANALYSIS MANUAL VERSION 1.4 AND 1.5 3.130 3.140 X 5= = = = 5= = = = 5= = = = 40 41 42 43 44 = ====S = = = ====S = XX S 6.207 6.210 6.220 6.230 6.2406.250 6.260 X XX = = == S X XX X X S == XX XX D X XX X X XX X X X 6.305 XXXX X == D = = == S S == D == D = D D 50 53 54 = ==== = = == X 6.330 6.340 6.350 XXX XX XXX = = = = = NOTES DECAY CLASS 6.310 6.320 D D S UTILIZATION CLASS MORTALITY YEAR TREE CLASS MERCH CLASS DAMAGE TYPE 2 DAMAGE SEVERITY 2 DAMAGE LOCATION 2 DAMAGE TYPE 1 DAMAGE SEVERITY 1 CAUSE OF DEATH 6.270 6.271 6.272 6.2736.274 6.275 6.276 6.290 6.300 PREV TREE/MERCH CLASS X PREV DBH X DAMAGE LOCATION 1 XXX X CROWN CLASS 6.206 XXX X COMPACT. CROWN RATIO ACTUAL LENGTH 6.205 XX X BOLE LENGTH TOTAL LENGTH = = = = = 6.200 XXX TREE GRADE = = = = = SAWLOG LENGTH = = = = = 5= 5= 5= 5= 5= 6.150 6.155 6.160 6.170 6.175 6.180 6.190 LEAN ANGLE XX TREE CONDITION 6.140 XXX COND. CLASS NUMBER 6.130 XXX DBH AZIMUTH 6.120 XXX DIAMETER CHECK SPECIES HORIZ DISTANCE 6.110 XXX TREE HISTORY TREE NUMBER 6.105 X SUBPLOT NUMBER 6.100 TREE LEVEL DATA CUBIC FOOT CULL XXXX 55 5 55 % SOUNDNESS (CUFT) XXX BOARD FOOT CULL 3.120 X % SOUNDNESS (BDFT) XX LENGTH METHOD 3.100 3.110 PAGE 7 = = = = = = = = = = = = = = = = = = = REV. 1/2001 280 XX XX X XX X X XX XX 6.271 6.272 6.273 6.274 6.275 6.276 6.290 6.300 X XX X X XX X X X 6.305 6.310 6.320 6.330 6.340 6.350 XXXX X X XXX XX XXX NOTES TREE CLASS MERCH CLASS DAMAGE TYPE 2 6.270 X DAMAGE SEVERITY 2 6.207 6.210 6.220 6.230 6.240 6.250 6.260 DAMAGE LOCATION 2 XXX DAMAGE TYPE 1 6.206 XXX DAMAGE SEVERITY 1 6.205 XX DAMAGE LOCATION 1 6.200 PREV TREE/MERCH CLASS X PREV DBH X DECAY CLASS X UTILIZATION CLASS X MORTALITY YEAR X CAUSE OF DEATH 6.155 6.160 6.170 6.175 6.180 6.190 CROWN CLASS XXX COMPACT. CROWN RATIO 6.150 XX CUBIC FOOT CULL 6.140 XXX % SOUNDNESS (CUFT) 6.130 XXX BOARD FOOT CULL DBH 6.120 XXX % SOUNDNESS (BDFT) AZIMUTH TREE HISTORY 6.110 XXX ACTUAL LENGTH HORIZ DISTANCE 6.105 X LENGTH METHOD SPECIES 6.100 SUBPLOT NUMBER TREE NUMBER TREE LEVEL DATA BOLE LENGTH X TOTAL LENGTH XXXX 55 5 55 TREE GRADE 3.130 3.140 SAWLOG LENGTH XXX LEAN ANGLE 3.120 X TREE CONDITION XX COND. CLASS NUMBER 3.100 3.110 PAGE 7 Ohio Tally Variables for the Partial 10-Pt Remeasurement 5 All plots / trees = All live/dead trees on "Prism" Points 5, 6, 7, 8 & 9 DIAMETER CHECK USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTOY AND ANALYSIS MANUAL VERSION 1.4 AND 1.5 Trees >= 5.0-in DBH 5= = = = 5= = = = 10 19 = = = = 5= = = = 5= = = = 21 23 = = = = = = = = = = = = = = Reconcile these previously measured trees on Points 5, 6, 7, 8 & 9 == == = = = = = = == == = = = = = Tally new trees on the 6.8' Microplot located at PC for Points 5, 6, 7, 8 & 9 == * Trees >= 5.0-in DBH 5= = 5= 5= 5= 5= = = = = 12 20 22 24 25 * == == == == * = = = * Use these tree histories with caution REV. 1/2001 281 X X X X XX 6.207 6.210 6.220 6.230 6.240 6.250 6.260 X XX X XX X X XX 6.270 6.271 6.272 6.273 6.274 6.275 6.276 6.290 6.300 XX X XX X X XX X X X 6.305 XXXX 6.310 6.320 X X 6.330 6.340 6.350 XXX XX XXX NOTES DECAY CLASS UTILIZATION CLASS MORTALITY YEAR TREE CLASS MERCH CLASS DAMAGE TYPE 2 DAMAGE SEVERITY 2 DAMAGE LOCATION 2 DAMAGE TYPE 1 DAMAGE SEVERITY 1 CAUSE OF DEATH XXX DAMAGE LOCATION 1 6.206 XXX CROWN CLASS 6.205 XX COMPACT. CROWN RATIO 6.200 PREV DBH X PREV TREE/MERCH CLASS 6.155 6.160 6.170 6.175 6.180 6.190 CUBIC FOOT CULL XXX % SOUNDNESS (CUFT) 6.150 XX % SOUNDNESS (BDFT) 6.140 XXX LENGTH METHOD DBH 6.130 XXX BOARD FOOT CULL TREE HISTORY 6.120 XXX DIAMETER CHECK AZIMUTH 6.110 XXX SPECIES 6.105 X TREE NUMBER 6.100 SUBPLOT NUMBER HORIZ DISTANCE TREE LEVEL DATA TOTAL LENGTH X ACTUAL LENGTH XXXX 55 5 55 BOLE LENGTH 3.130 3.140 TREE GRADE XXX SAWLOG LENGTH 3.120 X LEAN ANGLE XX TREE CONDITION 3.100 3.110 PAGE 7 Ohio Tally Variables for the Partial 10-Pt Remeasurement on Prism Points 5, 6, 7, 8 & 9 COND. CLASS NUMBER USDA FOREST SERVICE NORTHEASTERN RESEARCH STATION FOREST INVENTOY AND ANALYSIS MANUAL VERSION 1.4 AND 1.5 Trees >= 5.0-in DBH 5= 5= 5= 5= 5= 5= 5= = = = = = = = == == == == == == == = = = = = 40 = = 41 = 42 = 43 = = 44 = 30 31 32 33 34 38 Reconcile All Removals on Points 5, 6, 7, 8 & 9 == == 39 = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = Trees >= 5.0-in DBH 5= = 5= = 5= = 5= = 5= = = = = = = Reconcile All Mortality on Points 5, 6, 7, 8 & 9 == == = Trees >= 5.0-in DBH 5 = = = = 50 5 = = = = 53 = 5 = = = = 54 = Reconcile All Other Trees on Points 5, 6, 7, 8 & 9 = = = = = = = = = * REV. 1/2001 282