Comments on CBST draft document Sally Aitken, April 15, 2015 1) I have provided a draft schematic diagram that I think would help the lay reader better understand the options for seed zones. 2) One concern frequently expressed by ecologists and conservation biologists is that the relationship between tree genetics and populations of symbionts and pathogens or parasites will be disrupted by climate based seed transfer. Nothing is mentioned about this in this report. Some people also worry about outbreeding depression – this is not a substantial risk with trees or the transfer distances you are talking about, but it should be acknowledged, and literature cited that support dismissing this as a concern. I rather self-servingly suggest you consider referencing Aitken and Whitlock 2013, and Aitken and Bemmels (submitted) as these papers directly address these issues. 3) P. 13 - I am concerned that by ignoring asymmetry in local adaptation, you are giving up productivity that could be captured if you recognize such asymmetry. There is both theoretical and empirical support for asymmetric gene flow in continuously distributed, ‘abundant centre’ species, whereby you expect populations inhabiting colder than average conditions for a species to be optimally adapted to warmer climates than they inhabit, and populations that inhabit warmer than average conditions for a species to be optimally adapted to cooler conditions than they inhabit (see Aitken and Whitlock 2013, supplemental materials, and references therein for the theory). I know that much of your own provenance trial data supports this result. Figure 1 also shows this for lodgepole pine, where quite a few sources with a negative transfer distance have better than local performance. Can’t the transfer functions be adjusted somewhat to reflect this lack of local optimum, without dramatically changing the approach? 4) P 13 – continued – I can’t help but wonder if superior provenances are those that should be targeted given the uncertainties around climate change. The data from the Illingworth trial, at least at age 20, were quite convincing about their performance over a wide range of sites. We are currently analyzing whether these come from environments that tend to have different patterns of temporal variability, or whether they tend to be populations with high genetic diversity. I’m not clear on whether you will maintain class B+ provenance recognition in the new approach, although P. 13 suggests that you won’t. Do you need to give these up under the new system? You would only need to give them a genetic suitability >1.0 – this could easily be built into the software, I would think. 5) Does the Douglas-fir example in your report refer to coastal Douglas-fir only? This should be made clear. 6) P. 12 – which 9 climate variables did you retain? When a pair of climate variables was strongly correlated, how did you decide which to retain? 7) P. 15 – “Use of a transfer function response trait that is more strongly related to fitness than is height” – delete second “is” 8) P. 16, Figure 3 and elsewhere – “Distance matrix” or “Euclidean distance” should be called “Climate distance matrix” or “Euclidean climate distance” to avoid confusion with geographic distance. What time period does this analysis assume you are matching for climate? 9) P. 17 – Csaba Matyas has come to a similar conclusion in terms of timing – 1/3 rotation. On the other hand, Christine Dean of Weyerhauser recently said about coastal Douglas-fir “the winners are determined by age 5” (but they are not thinking about climate change much). 10) All tables – Table caption should go above tables; Figure captions below figures. I have no idea why, but that is the convention. 11) Table 4 – again, specify climate distance, not just distance. Tables and figures should be stand alone and will be taken out of context if viewed at a glance without a careful read. 12) Section 7.2 – again, important here to add “climate” in front of “distance” throughout. 13) P. 19 – “applying slightly lower limits to each genetic suitability class for orchard seedlots than for natural stand seedlots” – how did you determine this adjustment? Analysis? Rule of thumb? Approximation? (Our results from AdapTree show that seed orchard lots may actually show stronger local adaptation than wildstand lots, on average, but these results aren’t finalized yet – stay tuned.) 14) P. 19 (cont’d). “Fortunately, the mean climates of test sites and parents are usually very similar in BC (See Appendix 1 in O'Neill et al. 2008b). Consequently, the optimum deployment climate for orchard parents should be relatively unaffected by testing and selection.” This seems like a leap – you are assuming selection has not affected adaptive traits. I would be a little more circumspect about this (see point 12) above. 15) P. 19 “at the test site climate mean”. Reword since GW values are estimated using data on families from multiple sites. This sounds like progeny tests are conducted at a single site. 16) Top of p. 20 Some growth and yield studies have found productivity is increasing at quite a few sites. Most people predict declines in the longer term, but in the shorter term, I expect quite a few cooler sites with populations that are optimally adapted to warmer than local conditions to increase in productivity. I think that precipitation is the real wild card. Also, see Wang et al. 2006. 17) P. 20 – section 9.0 – this needs to come way sooner, and potentially be expanded upon as these provenances may be very valuable in variable new climates (see all my comments about B+ seedlots above). 18) Recommendations: Change “hybrid zone” name to something else – why not simply climate-based seed transfer system? Insert “climatic” in front of distance throughout. 19) Figure 4 is excellent (with a few edits for hybrid zone, distance, etc.) 20) I would like to see something in the conclusions and recommendation about how new knowledge will be incorporated into populating and refiinng the matrices for all species (i.e., how can we use AdapTree data to help refine this system?) We are very close to having a great deal of data with which to inform the matrices, or to evaluate the effects of CBST in terms of genetic composition and diversity. Finally, I think that one recommendation should be to evaluate the predicted productivity under this CBST system compared to the status quo – perhaps a case study with one or two species? Good work! I hope these comments are helpful.