Final thesis Age and size of hollow oaks and their associated lichen flora and beetle fauna Niclas Berg LiTH-IFM- Ex--05/1605--S zzzzzzzzzzzzzzzzzzzz Avdelning, Institution Division, Department Datum Date Avdelningen för biologi 06 06 08 Institutionen för Fysik och Mätteknik Språk Language Svenska/Swedish Rapporttyp Report category ISB LITH-IFM-Ex--05/1605--SE Licentiatavhand-ling X Examensarbete IS LiU-Biol-Ex-563 C-uppsats X D-uppsats Serietitel och serienummer Title of series, numrering ----- X Engelska/English Övrig rapport ____ ISSN Handledare: Karl-Olof Bergman Ort: Linköping Titel /Title: Age and size of hollow oaks and their associated lichen flora and beetle fauna Författare /Author Niclas Berg Sammanfattning/ Abstract: In Sweden the tree with most associated species is the oak (Quercus robur). More than 200 red-listed beetle species have been found in oaks. For conservational purposes it is important to understand the succession of associated species and at what age the oaks become suitable for the more rare species. The age of 77 hollow oaks in the oak landscape south of Linköping, Sweden was determined with tree ring based methods. In 1994, saproxylic beetles were trapped in window- and pitfall traps placed in the trees. The beetle data was analysed in relation to age and hollow stage. No significant differences in beetle species richness were found between older and younger hollow oaks, or between the hollow stages. On younger oaks, the correlation between age and increasing diameter and depth of bark crevices was good. In older oaks the deviation was greater. Bark crevice depth was a slightly better indicator of age than was diameter. The mean age of the hollow oaks in this study was 327 years. There were no significant differences between the hollow stages; the mean age was about the same for all hollow stages. Out of five studied lichen species (Chaenotheca phaecephala, Cliostomum corrugatum, Calicium adspersum, Schismatomma decolorans and Sclerophora coniophaea) all, except Ch. phaecephala, had higher frequencies in oaks >300 years old. Two species occurred in higher frequencies in oaks with bark crevices >50 mm (Sch. decolorans and Scl. coniophaea). Nyckelord/ Keywords: Quercus robur, tree age, hollows, beetles, lichens, growth rate 1 1. Abstract ..................................................................................................... 1 2. Introduction ............................................................................................... 1 2.1 Aims of the study ................................................................................. 3 3. Materials and methods .............................................................................. 3 3.1 Study areas ........................................................................................... 3 3.2 Determination of oak age..................................................................... 4 3.3 Tree specific parameters and lichen frequencies ................................. 6 3.4 Survey methods.................................................................................... 6 3.5 Analyses ............................................................................................... 7 3.5.1 PCA & RDA .................................................................................. 7 3.5.2 Other statistics ............................................................................... 7 4. Results ....................................................................................................... 8 4.1 Tree age................................................................................................ 8 4.2 Age and size relationships ................................................................... 8 4. 3 Occurrence of lichens ....................................................................... 10 4.4 Growth rate ........................................................................................ 12 4.4.1 Stone coverage and moisture....................................................... 12 4.4.2 Openness ..................................................................................... 13 4.5 Age and hollow stage......................................................................... 14 4.6 Beetle statistics .................................................................................. 15 4.6.1 Osmoderma eremita .................................................................... 15 4.6.2 Species richness ........................................................................... 16 4.6.3 Red-list score ............................................................................... 17 4.6.4 PCA and RDA ............................................................................. 18 5. Discussion ............................................................................................... 19 5.1 Age determination of hollow oaks ..................................................... 19 5.2 Growth rate ........................................................................................ 21 5.3 Lichens ............................................................................................... 22 5.4 Age and hollow stage......................................................................... 23 5.5 Species richness and Osmoderma eremita frequencies ..................... 24 6. Acknowledgements ................................................................................. 25 7. References ............................................................................................... 26 Appendix 1………………………………………………………………..30 1. Abstract In Sweden the tree with most associated species is the oak (Quercus robur). More than 200 red-listed beetle species have been found in oaks. For conservational purposes it is important to understand the succession of associated species and at what age the oaks become suitable for the more rare species. The age of 77 hollow oaks in the oak landscape south of Linköping, Sweden was determined with tree ring based methods. In 1994, saproxylic beetles were trapped in window- and pitfall traps placed in the trees. The beetle data was analysed in relation to age and hollow stage. No significant differences in beetle species richness were found between older and younger hollow oaks, or between the hollow stages. On younger oaks, the correlation between age and increasing diameter and depth of bark crevices was good. In older oaks the deviation was greater. Bark crevice depth was a slightly better indicator of age than was diameter. The mean age of the hollow oaks in this study was 327 years. There were no significant differences between the hollow stages; the mean age was about the same for all hollow stages. Out of five studied lichen species (Chaenotheca phaecephala, Cliostomum corrugatum, Calicium adspersum, Schismatomma decolorans and Sclerophora coniophaea) all, except Ch. phaecephala, had higher frequencies in oaks >300 years old. Two species occurred in higher frequencies in oaks with bark crevices >50 mm (Sch. decolorans and Scl. coniophaea). Keywords: Quercus robur, tree age, hollows, beetles, lichens, growth rate 2. Introduction The oak (Quercus robur) is the Swedish tree with most associated species. Over 500 insect species are associated with oaks (Carlsson 2004). There are many invertebrates that are specialists on oaks, 58 of them are red-listed (Jonsell et al. 1998). This is most likely because Q. robur can attain high ages, probably more than 1000 years, and can live for a long time as a hollow tree. It is when the tree develops hollows that it becomes an interesting environment for many red-listed insect species, among them 202 red-listed beetle species (Jonsell et al. 1998). Usually the highest biological values are connected to large, solitary and hollow oaks in pastures (Carlsson 2004). Although much work has been done on saproxylic beetles living in hollow oaks (i.e Nilsson et al. 1994, Ranius and Jansson 2000, Ranius 2002) little is known about how old these oaks are. Palm (1959) did extensive work on saproxylic beetles and their habitat requirements. He concluded that large, hollow oaks sustain the most diverse fauna of 1 saproxylic beetles (Palm 1959). He did not study, however, at what age or size the tree becomes a suitable environment for the beetle species. Determination of the age of hollow oaks is a good way to improve knowledge about the tree and its inhabitants. It is difficult, since the innermost rings are often missing because the trunks are hollow, due to rot (Niklasson & Fritz 2003). The rot is caused by saproxylic fungi that colonize older oaks (e.g. Ranius et al. 2001b). Hollows are believed to generally develop at age 150-200 years (Ranius et al 2001b), but have been found in oaks 100 years of age (Carlsson 2004). At what age does the hollow of an oak become a suitable environment for a given species of saproxylic beetles, and what does the succession of saproxylic beetles in the hollow look like? Osmoderma eremita is a red-listed beetle that has been studied quantitatively (e.g. Ranius 2000, Ranius 2001). Since much is known about this species it would be interesting to know its occurrence pattern in relation to age and hollow stage. The county board of Östergötland has developed a method for classifying hollow oaks into 4 hollow stages, depending on the diameter of the entrance of the hollow (Jansson 1995). The method has since been revised, e.g. three stages without hollows are now included. The hollow stages are now called stage 4 through 7, where stage 4 oaks have small hollows (<10 cm) and stage 7 oaks have totally hollow trunks with openings at ground level (Jansson 1998). This method does not, though, account for age. For nature conservation purposes, it is important to know more about hollows and the age of hollow trees. Is it possible to use hollow stage as a measure of age? This is information that could be crucial in order to plan the age structure of oaks in nature reserves so that there are always enough trees of the right age for red-listed species. On young oaks the lichen flora mainly consists of generalist lichen species but with increasing age, bark crevice depth and girth, the flora changes to oak-specific species (e.g. Rydberg 1997). In Östergötland, 25 red-listed lichen species associated with oaks have been found (Ek et al. 2001). The crevices in the rough bark of older oaks are a refuge for several demanding lichen species (Arup et al. 1997). These lichen species have commonly been thought to be associated with the large, old oaks of the pastures but Ek et al. (1995) studied red-listed lichen species on precipices in Östergötland and found many of the species, among them four of the lichens in this study, on thin, though old, oaks. Thus, the question is raised about what determines the lichen flora of oaks and if it is possible to estimate age from studying the lichens colonizing the trunk. Most of the trees in this study grow in enclosed pastures, kept open by cattle and are half-open but some sites are forested and some oaks stand 2 on flat rock. The different rates of sun-exposure and ground conditions (moisture, the amount of stones on the ground) at these different localities may greatly affect the growth rate of an oak. This gives an opportunity to investigate the influence of growing conditions on the growth rate and a chance to see how diameter and age really affect the beetle fauna, the lichen flora and the creation of hollows. 2.1 Aims of the study The aim of this study was to examine the relationship between age and size of oaks. The study also aimed at testing the theory of hollow stages in relation to age and beetle fauna. I wanted to know if it could be possible to estimate the age of oaks from diameter and bark crevice depth as well as from their associated lichen flora. In order to properly answer the questions, growth rate, and factors affecting growth rate, was also examined. 3. Materials and methods 3.1 Study areas The surveys were all carried out in Bjärka-Säby and its surroundings (appendix 1), situated in the province of Östergötland, southeastern Sweden. Bjärka-Säby and its surroundings is today one of the few remaining areas in Northern Europe where the density of old oaks is high (Ranius et al. 2001a). Within this area, there are three stands with higher densities of old oaks than the surroundings. In Sturefors and Bjärka-Säby, there are core areas of particularly high densities. Brokind, although not as high in density of old oaks as Sturefors and Bjärka-Säby also stands out. A total of 16 sites were chosen. A study on saproxylic beetles was performed in Östergötland in 1994 (Ranius & Jansson 2000, Ranius & Jansson 2002). Traps were set in around 90 hollow oaks in sites south of Linköping. In this study I have determined the age of 78 of these trees. Ten of the localities were wooded pastures grazed by cattle, sheep, horses and deer. Of the other 6, all are now forested and three of the stands grow on hills and flat rock. The number of hollow trees included from each site is shown in table 1. 3 Table 1: The number of trees on the 16 sites for which it was possible to determine the age. Nr of hollow Site trees 1. Bjärka äng 5 2. Brokinds skolhage 8 3. Hjorthägnet N 5 4. Hjorthägnet S 5 5. Kalvhagen 5 6. Labbenäs 7 7. Långvassudde N 3 8. Långvassudde Ö 5 9. Orräng I 5 10. Orräng II 5 11. Orräng III 4 12. Skaggebo 5 13. Sturefors N 4 14. Sturefors S 2 15. Sundsbro 5 16. Sätra-Humpen 6 3.2 Determination of oak age For determination of the age of the oaks Haglöf increment borer was used. 1-4 cores were taken from each tree, depending on its condition and diameter. The cores were normally taken 70-80 cm above ground but sometimes the height differed. As a control, three cores were taken from each of two diameter classes; 10-20 cm and 20-50 cm. These cores were used for determination of growth rate of the missing parts of hollow trees. Cores were taken from one tree of each category of openness in the study. The categories were named open, half-open and shaded. The tree is open, or free-standing, if >75 % of the crown is sun exposed, i.e. have no other trees within two metres shading its crown. Half-open trees have 25-75 % of the crown sun exposed and the category shaded have <25 % of the crown sun-exposed. For age determination of the cores, the method of crossdating was used. This method was first introduced by Douglass (Douglass 1941). The advantage of cross-dating over mere ring-counting is that one can overcome the problem of missing rings (partially or completely) or false (double) rings (Douglass 1941, Stokes & Smiley 1968, Schweingruber 1988) The result is that, without error, every single ring can be exactly dated to its year of origin. Cross-dating is generally possible if the trees have the same growth conditions. Thus, they will have a similar growth pattern and it is possible to compare them. What is done is that you find 4 pointer-years (Schweingruber et al 1990, Schweingruber 1996), years when most of the trees growing in the same area have developed a ring that distinctly differs from the ones around it (Niklasson 1998). This could be due to an extremely cold or warm summer etc. A group of pointer-years following each other are called signature-years (Schweingruber et al 1990). These sequences of extreme rings can be very useful when dating unknown, old or dead material, matching them with known chronologies (Niklasson 1998). The cross-dating method I used was the original method of Douglass (1941). As many of the investigated trees were hollow, and others were too large for the borer to reach its pith, the missing years were extrapolated using the controls and other trees with pith from the same site. First, the length of the missing part (distance to pith) was determined. This was done by subtracting the length of the core from trunk radius (equation 1). Equation 1: Distance to pith = Trunk radius - length of core Since the growth rate of the missing part is unknown, it must be estimated. This is what the young control trees were used for. The innermost rings of trees with pith growing in similar conditions can be assumed to be similar to that of the innermost (missing) rings of the hollow oak. Thus, the growth rates of hollow and control trees were compared and from that the growth rate of the missing part was assumed. The number of missing rings was estimated by division of the growth rate from the distance to pith (equation 2). Equation 2: Number of missing rings = Distance to pith Growth rate The missing rings were subtracted from the oldest ring of the core to get the year of pith. For reference, the lowest and the highest growth rate recorded on each site were used to find the highest and the lowest possible ages of each tree. In reality oaks often have eccentric growth and the pith could be slightly shifted to one side of the trunk (Niklasson, personal communication*) but to make age estimation possible it was assumed that all oaks had had concentric growth, leaving the pith right in the middle of the trunk. All years of origin mentioned in this paper are pith years and not the year of germination. This gives an age that is about 5 years too young. It is an additional measure based on planted trees under favourable *Mats Niklasson works for the Swedish University of Agricultural Sciences, Alnarp 5 conditions so the tree could in fact be older than that (Niklasson, personal communication), which is why I have chosen to use pith year. 3.3 Tree specific parameters and lichen frequencies For all trees, data for girth bark crevice depth, openness and ground conditions was collected. For hollow trees, the lichen flora was also examined, looking for occurrence of the species Cliostomum corrugatum, Chaenotheca phaeocephala, Calicium adspersum, Schismatomma decolorans and Sclerophora coniophaea. All species live on the trunks of old oaks where they most often reside in the bark crevices. They are all listed as indicators for old-growth oaks of high conservation values (Nitare 2000). Four of the species, Cl. Corrugatum, Ch. Phaeocephala, Scl. coniophaea and Sch. decolorans are red-listed as near threatened (NT) in the 2000 Swedish Red-list (Gärdenfors 2000). The age of the oak was determined as is described above. The growth rate of a specific core or tree was determined from measuring the tree rings. Measurements for the ten youngest rings, for the ten oldest rings and for the three oldest rings were taken. In addition the length of the whole core was measured and, for one or two cores from each tree, the growth rates for ten-year intervals were also measured. The oaks were classified into hollow stages from the diameter of their entrance hollows (table 2). An oak is always classified into stage 7 if they have their entrance hollow at ground level, regardless of its diameter. Table 2: Classification of hollow trees into hollow stages. The diameter of the entrance hollow defines the stage. Hollow stage 4 5 6 7 diameter (cm) < 10 10-30 < 30 Entrance at ground level 3.4 Survey methods Each tree was examined for about half an hour for lichens using a hand lens. The girth of the tree was measured at breast height (DBH = 130 cm) on all trees. The diameter was calculated from the girth. The depth of the bark crevices was determined by placing a ruler across the crevice and then placing another ruler into the crevice. Only the deepest crevice was recorded but several measures were made in order to find the deepest one. The ground conditions beneath the crown were examined for moisture (dry, fresh, damp, wet) and the ground coverage (stone, dirt, grass etc.). The coverage was recorded as a percentage, to the nearest 5 %. 6 3.5 Analyses Statistical analyses were performed in order to clarify the relationships between different tree parameters. Lichen frequencies were analyzed in relation to age, diameter, sun exposure and bark crevice depth. Beetle data was analysed in relation to age and hollow stage. The beetle data used for the analyses was collected from the studied trees in the summer of 1994 using window- and pitfall traps. In the analysis of beetles on the Swedish red-list, all red-listed beetle species collected from the tree gave points (Table 3). A critically endangered species renders more points than a vulnerable species. The total score of each tree was analyzed in relation to the age of the tree. Table 3: Threat categories of the Swedish red list with the red-list score of each category. Category Red-list score Near Threatened (NT) 1 Vulnerable (Vu) 3 Endangered (EN) 5 Critically endangered (CR) 5 For some of the analyses and graphs an additional number of examined oaks, from the same localities as the study trees, were used for better statistical certainty. These trees were studied during the same period as this study was performed. 3.5.1 PCA & RDA For multivariate analysis of the beetle fauna the statistical program CANOCO 4.5 was used (ter Braak & Smilauer 2002). An initial test showed that beta-diversity was relatively low, and therefore we chose linear methods: PCA (Principal Component Analysis) and RDA (Redundancy Analysis). Default options were used throughout, except that species abundances were square-root transformed to dampen the influence of a few very abundant species. To test for the explanatory power of age and hollow stage (four categorical variables), we conducted a partial RDA (pRDA) using sites as 16 categorical covariables. The ordination results were evaluated with a Monte Carlo test with 9999 permutations. 3.5.2 Other statistics For statistical analysis of the results of tree specific parameters, increment and age, the statistical program MINITAB was used. Frequencies were tested with a χ2-test adjusted for the different number of trees in each class. 7 Relations with one categorical variable were tested with ANOVA GLM, and a pairwise comparison (Tukey-test) between classes. Relations where both parameters were continuous were tested with a regression analysis. 4. Results 4.1 Tree age The ages of the hollow oaks in the study varied from 214 years to 499 years when calculated from the most probable growth rate. The mean age of all trees was 327. If pith age was calculated from the lowest growth rate the mean was 627 years and when calculated from the highest growth rate it was 260 years. Trunk diameter (cm) Bark crevice depth (mm) 4.2 Age and size relationships There is a significant linear correlation between the diameter of an oak and its age (R2 = 0.590, p< 0.001). The depth of the bark crevices too have a significant (R2 = 0.701, p< 0.001) correlation with age. Hence, the depth of the bark crevices is better correlated with age than is the diameter. For the first 200 years the bark crevice points follow each other but after that they deviate greatly and at about 220 the depths range from less than 20 mm up to 70 mm. For the first 100 years the diameter-age points follow the trend line before they begin to deviate greatly. At 130 years the diameters range from 10 to 120 cm (Figure 1). 250 Depth of bark crevices Trunk diameter 200 150 100 50 0 0 100 200 300 Age 400 500 600 Figure 1: The relationship between trunk diameter, depth of the bark crevices and the age of the oak. N= 203 and 187 trees respectively. The equation for the trend lines are y=0.3327x and y=0.1482x respectively. Old oaks could have a wide range of diameters when pooled but if pasture oaks and forest oaks were investigated separately a stronger linear relationship was found, e.g. in Brokinds skolhage (Figure 2, R2= 0.688, p= < 0.001). The relationship between bark crevice depth and age was stronger 8 for Brokind than for the pooled data (R2= 0.769, p< 0.001). No hollow trees were included in Brokind. bark crevice depth (mm) Diameter (cm) 140 Bark crevice depth (mm) 120 Diameter (cm) 100 80 60 40 20 0 0 50 100 150 200 250 300 Age Brokind Figure 2: The relationship between trunk diameter, depth of the bark crevices and the age of the oak as found in the site Brokinds Skolhage, The equation for the trend line is y= 0.4406x and y= 0.1573x respectively. Only oaks with pith were examined, N= 28 trees. Additional trees from the site were used in this analysis. The correlation between trunk diameter and depth of bark crevices both begin to deviate from the trend line as the tree gets older. It seems like the increase in diameter and the deepening of the bark crevices both level out with age and thus they are better correlated with each other than with age (R2= 0.802, p< 0.001 Figure 3). R2 = 0,8015 Bark crevices (mm) 100 80 60 40 20 0 0 50 100 150 200 Trunk diameter (cm) Figure 3: The relationship between trunk diameter and the depth of the bark crevices. N= 187 trees. The equation for the trend line is y= 0.4237x. 9 4. 3 Occurrence of lichens Of the studied lichen species, Cliostomum corrugatum appear at age 214 for the first time (the youngest hollow tree in this study). Schismatomma decolorans and Chaenotheca phaeocephala appear at age 233 for the first time. Calicium adspersum was found on a 237 year old oak and Sclerophora coniophaea was not found until the age of 336. Although all species had marked patterns only Ca. adspersum (25 findings) showed a significant distribution for age. It occurred in significantly greater frequencies on older oaks (χ2= 9.028, p= 0.011, df= 2). It occurred on more than half of the oaks >400 years (Figure 4). Cl. corrugatum was the most common species (36) and its highest frequencies was on oaks of age 301400 although the distributions were not significant (χ2= 0.259, p=0.879, df= 2). Chaenotheca phaeocephala (20) seems to be more common on the youngest trees of the study, 201-300 years (Figure 4). Schismatomma decolorans (4) and Sclerophora coniophaea (3) had too few findings to be tested but they seem to mainly occur on older trees. All Scl. coniophaea findings were made on trees of age 336-352 years and three of the four findings of Sch. decolorans were on trees older than 390 years old. This is further indicated by the fact that they occured only on trees with diameters over 116 cm, Figure 5) and with bark crevices deeper than 50 mm (Figure 6). Cliostomum corrugatum, Ca. adspersum and Ch. phaeocephala could be found in all classes. Calicium adspersum occurrence increases five-fold from up to the third class (116-135 cm) and then decreases. Chaenotheca phaeocephala had a similar pattern while Cl. corrugatum had almost the same frequency for the three largest classes (Figure 5). There were no effects of size on the distribution of the lichens Cl. corrugatum, Ca. adspersum and Ch. phaeocephala (χ2= 2.281, 5.738, 3.117 respectively and p= 0.516, 0.126 and 0.374 respectively. Df= 3 for all.). C. corrugatum C. adspersum C.phaeocephala S. decolorans S. coniophaea 0,6 Frequencies 0,5 0,4 0,3 0,2 0,1 0 201-300 301-400 Age class >400 Figure 4: The fraction of trees occupied by each lichen species in relation to age. N= 29, 35 and 13 trees respectively. 10 0,6 C. corrugatum C. adspersum C. phaeocephala S. decolorans S. coniophaea Frequencies 0,5 0,4 0,3 0,2 0,1 0 <89 89-115 116-135 Trunk diam eter (cm ) >135 Figure 5: The fraction of trees occupied by each lichen species in relation to the diameter of the trunk. N= 21, 20, 17 and 19 trees respectively. 0,8 Frequencies 0,7 0,6 0,5 C. C. C. S. S. corrugatum adspersum phaeocephala decolorans coniophaea 0,4 0,3 0,2 0,1 0 <40 40-49 50-59 Bark crevice depth (mm) ≥60 Figure 6: The fraction of trees occupied by each lichen species in relation to the bark crevice depth. N= 17, 21, 19 and 21 trees respectively. All five species decline with decreased sun exposure with one exception. Chaenotheca phaeocephala have higher frequencies again on shaded trees (>25 % sun exposure, Figure 7). Three species are completely missing from shaded oaks. The distributions were not significant in a χ2-test. 11 C. corrugatum C. adspersum C. phaeocephala S. decolorans S. coniophaea 0,7 Frequencies 0,6 0,5 0,4 0,3 0,2 0,1 0 >75 25-75 Openness 0-25 Figure 7: The fraction of trees where each lichen species was found as a function of openness of the crown. Categories represent the openness in %. Openness is the sun exposure, i e absence of shading from other trees within 2 m of the crown. N= 19, 53 and 5 trees respectively. 4.4 Growth rate 4.4.1 Stone coverage and moisture The effect of stones covering the ground beneath the crown was small on the growth rate of the oaks. Trees with less than 20 % stones did not grow significantly faster (1.5 mm year-1) than trees with larger amount of stones (1.3 mm year-1, Figure 8, GLM Tukey-test p= 0.0627). 2,5 Growth rate 2 1,5 1 0,5 0 < 20 20-100 stone coverage (%) Figure 8: The mean growth rate (±SD) of hollow oaks in relation to the amount of stone/rock beneath the crown. N= 77 trees. Oaks growing on dry grounds did not grow significantly slower than oaks growing on fresh grounds (Figure 9, GLM Tukey-test p= 0.236). 12 2,5 Growth rate 2,0 1,5 1,0 0,5 0,0 dry Moisture fresh Figure 9: The mean growth rate (±SD) of an oak in relation to the moisture of the ground. Only two different conditions were recorded for the hollow oaks. N= 77 trees. 4.4.2 Openness The mean growth rate of all oaks in the sites of the study was 1.7±0.9 (SD n =204) mm year-1 and for the oaks of hollow stages 4 through 7 it was 1.5±0.3 SD (n =2), 1.5±0.6 SD (n =39), 1.3±0.6 SD (n =26) and 1.6±0.6 SD (n =10) mm year-1 respectively. There is a significant decreasing trend in growth rate with increased shading. (Figure 10, GLM Tukey-test p< 0.001). The oaks growing in open conditions grow significantly faster than the oaks in the other two categories (P< 0.001 and < 0.001 respectively). Half-open (25-75%) oaks do not however, grow significantly faster than shaded oaks (>75%). 4,0 3,5 Growth rate 3,0 2,5 2,0 1,5 1,0 0,5 0,0 >75 25-75 openness 0-25 Figure 10: The mean growth rate (±SD) of oaks in relation to the openness of the canopy. n(0-25) =15, n(25-75) =81, n(>75) =34 trees. 13 In a comparison of the growth rate during three different time periods, 20 years in each time period, oaks growing in open conditions (n= 20) had increased their growth rate from the first time period to the third, not decreased as had the trees that were closed (n = 8) today. Thus, the difference in growth rate for free-standing and shaded is greater today than it was during 1850-1870. The oaks growing in open conditions grow significantly faster than do the oaks growing in shaded conditions for all three time periods (Figure 11, p< 0.001, < 0.001 and 0.018 respectively). The growth rate is significantly faster for period 1920-40 than for period 1850-70 (GLM, Tukey-test p= 0.0459) for free-standing trees and then slow down to 1980-2000 but not significantly (Figure 11). The growth rate for shaded trees is lower for both time periods following 1850-70. The differences between time periods were non-significant for shaded trees. Average growth rate 3 2,5 2 shaded 1,5 Open 1 0,5 0 1980-00 1920-40 1850-70 Tim e period Figure 11: The mean growth rate (±SD) during three 20-year periods for trees that are shaded today (openness 0, N= 8) and for trees which free-standing today (openness 2, N= 20 trees). 4.5 Age and hollow stage Oaks of the four hollow stages, as defined by the county board of Östergötland, showed no significant differences in age (GLM, Tukey-test p= 1.00, 0.921 and 0.988 respectively). The mean age of the hollow oaks of the four stages was in this study over 300 years (334, 333, 322 and 313 respectively). The two oaks of stage 4 were both 334 years old. The oldest oaks of stage 5, 6 and 7 were 499, 494 and 412 years respectively and the youngest trees were 214, 214 and 224 years respectively. Tree age was significantly higher if the pith age of a tree was calculated from the highest growth rate than when calculated from the lowest growth rate recorded on each locality. The estimated age was closer to the youngest possible age (Figure 12). 14 Mean age 1000 900 800 Oldest possible age Estimated age Youngest possible age 700 600 500 400 300 200 100 0 4 5 6 7 Hollow stage Figure 12: The correlation (±SD) between the age and the life stage of oaks of this study. A comparison between the average ages of hollow oaks with estimated pith according to the highest, the lowest and the assumed growth rate of the hollow space. N = 2, 39, 26 and 11 trees respectively. 4.6 Beetle statistics 4.6.1 Osmoderma eremita Osmoderma eremita inhabited no trees of stage 4. The fraction of trees of stage 5-7 with O. eremita was 40, 32 and 33 percent respectively. The average numbers of individuals collected in inhabited oaks of hollow stages 5-7 were 4, 3 and 1 respectively (Figure 13). The number of individuals was not significantly greater for stage 5 than for stages 6 and 7. Twice as many individuals were found in oaks over 400 years of age, than in oaks of class 201-300 and 301-400. The mean occurrences were 5.4, 2.6 and 2.8 individuals tree-1 respectively (Figure 14). Average nr of O. eremita/inhabited tree 10 8 6 4 2 0 4 5 6 7 Hollow stage Figure 13: The average number (±SD) of Osmoderma eremita inhabiting a colonized tree in relation to hollow stage. In hollow stage 4 no O. eremita inhabited the examined oaks. N= 6, 30, 34 and 3 trees respectively. 15 Average nr of individuals 16 14 12 10 8 6 4 2 0 201-300 301-400 >400 Age class Figure 14: The average number (±SD) of Osmoderma eremita in an inhabited tree in relation to age. N is 9, 10 and 5 trees respectively. 4.6.2 Species richness There were no significant differences, with regard to species richness, between the four hollow stages (GLM, Tukey-test p= 0.180) and no significance for age (p= 0.435). There was no correlation between species richness and age (Figure 15). In relation to hollow stage, the species richness is approximately the same in the three latter stages and a little, though not significantly, higher for stage 4 (Figure 16, p = 0.475) Number of species 25 20 15 10 5 0 0 100 200 300 Age 400 500 600 Figure 15: The species richness of saproxylic beetles in relation to age. N= 73 trees.. 16 Average number of species 25 20 15 10 5 0 4 5 6 7 Stage Figure 16: The average number of species (±SD) of saproxylic beetles in hollow oaks in relation to hollow stage. N is 6, 34, 30 and 3 trees respectively. 4.6.3 Red-list score There was no correlation between red-list score and age. A 200-year old tree had a score of 23 while 300-500 year old trees could have scores of three or four (Figure 17). No correlation with age was found for pitfall traps, window traps or for both kinds of traps joint together (p= 0.097, 0.354 and 0.097 respectively). When compared with the life stage of the tree the red list score showed p-values over 0.5 in most cases and there were no significant differences between the stages in any of the three comparisons. Redlist score 25 20 15 10 5 0 0 100 200 300 Age 400 500 600 Figure 17: The red list score for beetles caught in window traps in relation to the age of the tree. N= 71 trees 17 25 Age of tree 20 15 10 5 0 0 100 200 300 400 Red list score 500 600 Age of tree Figure 18: The red list score for beetles caught in pitfall traps in relation to the age of the tree. N= 73 trees 40 35 30 25 20 15 10 5 0 0 100 200 300 Redlist score 400 500 600 Figure 19: The total red list score for beetles caught in trees with both kinds of traps in relation to the age of the tree. N= 73 trees 4.6.4 PCA and RDA The PCA revealed a gradient from species-rich sites (right part of Figure 20) to relatively species-poor sites. 18 1.0 labbenäs Gna b/n Ato mor Din pan Scy hel Nem col Hist sp orräng1 Cry con Cry que sturefor Ste god långv-V hjorth-S Pse cer orräng3 långv-. Den cor sturefor skaggebo fornh brokind Ten lar bjärka ä Eup kar Lar lat Cry bad Pti ruf hjorth-N Pti fur Xes ruf Ten mol Pti sub orräng2 -1.0 sundsbro sätrah -0.8 1.0 Figure 20: Principal component analysis of saproxylic beetle assemblages from oaks in central Östergötland, Sweden. Triangles indicate the centroids of trees growing at particular sites. Eigenvalues for PC1 and PC2 was 0.219 and 0.0937, respectively. Species names are abbreviated. There was no significant relationship between insect assemblages and the age and hollow stage of the oaks (pRDA with 9999 permutations; p= 0.2060). 5. Discussion 5.1 Age determination of hollow oaks Age determination of old oaks is a challenge. But information about ages of old oaks are an important part of conservation work when trying to conserve the fauna and flora connected to them. Most of the oaks in this study had hollow trunks. Only for the control trees and a few of the older trees was it possible to reach the pith with the borer. This presented a problem since there is no conventional method for dating old trees (Ek et al. 1995). The possible age of one tree can differ with hundreds of years depending on what growth rate is implemented for the missing part (Figure 19 12). Sometimes linking of the chronology of the examined tree with known chronologies from stumps and drywood of trees that died a long time ago can be used for dating stands (e.g. Andersson & Niklasson 2004). This should be possible to do in order to get a better knowledge about the growth rate of the missing part of the trunk and thereby a more certain age of hollow oaks. The application of the slowest growth rate of a tree from the same locality as the hollow oak caused, in almost all cases, an overestimation of the age since it is generally much slower than that of the core taken from the hollow oak. The mean estimated age of the trees is generally a lot nearer the lowest possible age than the highest possible age, since oaks with really slow growth rate are most often suppressed by overgrowth or grow on flat rock or precipices. The fast grown trees in most cases have growth condition more similar to those of the hollow oaks. The diameter of trees is often used as an indicator of tree age. It has been showed that there is a significant relationship between tree girth (diameter) and age (e.g. Johannesson 1996, Edelfelt 1997, Carlsson 2004). In most studies of age, diameter and growth rate of oak, the trees have fairly uniform site and growth conditions (e.g. Carlsson 2004) and when comparing trees in the same site, trunk diameter was good as an indicator of age. However, if one wishes to have one single method for approximation of age on all sites, the pooled results of this study show that diameter would not be as good an indicator. The oldest trees are often found on precipices but these old oaks generally have very thin trunks for their age (Ek et al. 1995, Andersson & Niklasson 2004) which would lead to a decreased certainty in age approximation from girth of the tree. An alternative to the conventional approximation of tree age, diameter, was also studied, the depth of bark crevices. The results of this study indicate that bark crevice depth can give us a better estimate of the actual age of a hollow oak than the diameter of the oak when oaks of pastures with high increment are pooled with forested and rocky sites of poor increment (Figure 1). In a study of age and growth rate for Quercus robur in pastures, Carlsson (2004) showed a significant linear relationship with age for both the bark crevice depth and for the diameter. However, girth increment will decrease with the age of the oak. Thus, a tree will stay longer in latter diameter classes than in younger. This study shows that the same applies for the depth of bark crevices. Carlsson (2004) also showed that crevice depth and diameter have a significant linear relationship. This is supported by the results of this study. Both parameters seem to level out at similar ages. In conclusion, Bark crevice depth was a good indicator of age, indifferent of site conditions but if growth conditions are known and 20 the relationship for a specific site is established, girth can be a good indicator as well. 5.2 Growth rate The growth rate of a tree is dependent on many factors, such as ground conditions and sun exposure. Temperature and precipitation is often growth delimiting factors and are important in the formation of pointer years (Niklasson 1998). Shaded trees have lower growth than free-standing or overstorey trees (Worbes et al. 2003) but if they are released from shading the growth rate increases (Dwyer et al 1995, Niklasson & Fritz 2003). Free standing oaks had a mean growth rate in this study, 2.3 mm year-1 significantly higher than shaded trees (1.2 mm year-1) and half-open trees (1.5 mm year-1). Carlsson (2004) found the average growth rate of pasture oaks to be 2.69 mm year-1. In this study average growth was lower but that is to expect since growth conditions are harsher for many trees and the trees are generally older. The study of diameter and age showed that girth increment decreased with age, which means the growth rate decreases with age. Carlsson (2004) noticed compared to the highest growth rate there could be up to 50 % decreases in oaks over 200 years age, thus many hollow trees of this study could show lower average growth rates than they would have if they were not hollow. When comparing growth rates during three 20-year periods there were no significant changes found for oaks that are shaded today. Thus, most trees were probably growing in the same conditions 150 years ago as they are today. The 20 oaks which are free-standing today could have had slightly more shaded growth conditions in 1850-70 because growt rates were significantly higher in 1920-40. Growth rate was observed to be higher, although not significantly, for oaks on fresh grounds compared to oaks growing on dry grounds. This is in compliance with climatic studies saying that higher precipitation yields higher growth rates (e.g. Dittmar et al. 2003). Ollinger & Smith (2005) found that growth rates are higher on higher elevations and argued that it could be a consequence of ground moisture being higher. The effect of stones covering the ground beneath the canopy was non-significant. Oaks on precipices generally grow slower than do pasture oaks (Ek et al 1995, Rydberg 1997) but apparently there is only a weak correlation between the amounts of stones on the ground near pasture oaks and the growth rate. 21 5.3 Lichens The lichen flora is different on old trees than it is on younger trees (Hilmo 1994). Acid sensitive lichens are absent at low pH (Wolseley 1999). Young oaks produce chemical substances and acids and the bark pH is low. Because of these substances the old oak specialists of lichens studied may be unable to colonize the smooth, thin bark of younger oaks (Rydberg 1997, Berg et al. 2002). As the bark gets rougher, the crevices grow deeper and the levels of the substances decrease. This makes colonization possible (Carlsson 2004). The results of this study indicate that species diversity increases with increasing size, bark crevice depth and age. Cliostomum corrugatum was found on hollow oaks of the smallest diameters. The smallest was 43 cm in diameter and it was found on a few trees with diameters around 60 cm. Similar notations have been made before (e.g. Ek et al. 1995, Rydberg 1997, Carlsson 2004). The oak of smallest diameter grew on a hill side and was 214 years old despite the small diameter. Ek et al. (1995) found Cl. corrugatum on old oaks with even smaller diameters on precipices in Östergötland. Håkan Lättman (unpublished data) found Cl. corrugatum on oaks of diameter down to 65 cm when investigating stands with large, old oaks in the county of Östergötland. Cliostomum corrugatum increase in frequency with increasing diameter but seem to stabilize at 0.55 in the higher classes. All other species except for Chaenotheca phaeocephala show approximately the same pattern with increasing frequencies with increasing girth (diameter), bark crevice depth and age. Chaenotheca phaeocephala has previously been noted to be the first of the five species to appear on old oaks. It has a peak frequency on oaks of 1 m diameter and does not occur on oaks with diameters > 1.5 m (Carlsson 2004), which could be the reason why it decreases in frequency in the latter classes in this study. Ek et al. (1995) concluded in their study on precipices that the popular view of many lichen species as being girth-dependent and appearing only on oaks with large diameters might be wrong and further studies may prove that age is most important for these species. Age is an important factor for colonization. However, it may not be the most important. Bark roughness has been outlined as a factor in determining lichen communities (van Dobben & de Bakker 1996, Rydberg 1997). When the bark gets thicker, crevices grow deeper and antagonistic substances become less abundant (Rydberg 1997). This could be the reason why sometimes old trees with thin trunks have species traditionally connected to large pasture oaks. However, I have found in this study that bark crevice depth is closely correlated with the age of oaks. Thus, it is not possible to state if age or bark crevice depth is the most important factor for lichens. 22 One thing that has to be kept in mind when evaluating the results of this study is that all of the examined oaks are more than 200 years old. Carlsson (2004) found both Cl. corrugatum and Ch. phaeocephala on younger oaks, thus the frequency pattern of this study does not picture the whole truth of the lichen flora in these stands. As an example, in Carlssons (2004) study, both species had their peaks in the class 201-250 years. All lichen species decrease in frequency with decreasing sun exposure except for Ch. phaeocephala but the increase in frequency on shaded trees might be because this class only contained five oaks. Only two findings of the species were made on shaded oaks and only one finding totally for the other five species. Chaenotheca phaeocephala has earlier been noted to prefer the most sun exposed side of the trunk (Tibell 1978). The decrease in frequencies with increased shading is consistent with previous studies on the species concluding that they are favoured by sun exposure (e.g. Ek et al. 1995). Calicium adspersum has about the same frequencies for free-standing and half-open oaks but is absent from shaded oaks. This could verify the view that it is found both in solitary, sun exposed trees and on overgrown oaks in more closed forests (Tibell 1977, Rydberg 1997). Scl. coniophaea prefers damper, shadier conditions than the other species in this study and in southern Sweden findings have been made mainly in deep crevices near the base of the tree (Rydberg 1997, Tibell 1984). This could be one reason for the low amount of findings of the species in this study. Schismatomma decolorans is mainly found on really old oaks with very rough bark (Arup et al. 1997) which could be the reason for the low frequencies in this study; the trees could be too young. 5.4 Age and hollow stage There were no significant differences in ages between different hollow stages. Apparently the actual age of the oak is not what defines at what stage in life the tree is. The oaks of the four hollow stages of Quercus robur all have high ages of mean, >300 years age, and regeneration takes a long time. Thus, we have to take care of the remaining localities with large, hollow trees since they have decreased dramatically (Jonsell et al. 1998). Minimum and maximum ages of the oaks differ greatly in each stage, but the fact that the min and max ages are approximately the same for all stages, except for stage 4, incline that something other than mere age is what makes oaks perceptive to rotting fungi. Pasture oaks on fertile grounds have broad crowns with large branches originating in the lower part of the trunk. These trunks are prone to break when the tree gets older because of their heavy weight. A branch of that size breaking creates a damage which the oak has a hard time repairing and is a major opportunity 23 for saproxylic fungi and beetles to inhabit the oak (Mats Niklasson, personal communication*). Oaks on poorer grounds have lower growth rate and might be older before their branches become too heavy for the tree to bear. Oaks that grow with competition for light from other trees grow thinner trunks and smaller branches and are thus less affected by this problem and might be able to resist fungi longer. It is a known fact that pasture oaks suppressed by forest regrowth often die prematurely due to outshading (e.g. Rydberg 1997). When the large, lower trunks are outshaded they die and fall off, creating the same scenario as above with openings for rot. This fact could be one reason for the differences in age of oaks in the same hollow stage. Another possible reason for this result is that pure stochastic events are the major factors determining when a tree is colonized by saproxylic fungi causing hollow formation. Oaks growing on fertilized grounds have higher growth rates but perhaps the increased amount of nourishment also makes them more susceptible to fungi and insects. 5.5 Species richness and Osmoderma eremita frequencies There was no significant relationship between oak age or hollow stage and the insect assemblage of the trees. It has been proposed that, up to a certain age, the older an oak is the more diverse is its beetle fauna. Ranius & Jansson (2000) found that some saproxylic species only occur in trees with large dimensions. When the county board of Östergötland developed the method for classifying hollow trees in stages they thought that the beetle fauna would be more diverse and there would be significantly more individuals of each species in trees of stages 5 and 6 than in trees of stage 4 and 7 (Jansson, personal communication**). Since no significant differences were recorded, this view, that species richness would be different within different hollow stages and higher with age, is not supported by the results of this study. In fact species richness is the highest for hollow stage 4, though not significantly higher than the other three hollow stages, and a decrease in diversity with increasing hollow stage, although non-significant, can be observed. These results indicate that beetle communities are more or less indifferent to hollow stages or that there are weaknesses in the hollow stage classification. The definition of the hollow stages includes the amount of wood mould in each stage (Jansson & Antonsson 1998). Maybe if the amount of wood mould in a tree is determined, the classes would be possible to *Mats Niklasson works for the Swedish University of Agricultural Sciences, Alnarp **Nicklas Jansson works for the County Board of Östergötland and is a PhD-student at Linköping University. 24 distinguish between. In this study, however, this was not done. Of the 86 beetle species in this study 53 % are on the 2000 Swedish Red-list (Gärdenfors 2000). No relationship between the red-list score (table 2) and age or hollow stage was found. This is contradictory to the hypothesis that older trees sustain more threatened species. Few quantitative studies had been made on saproxylic beetles (Ranius 2002). Hence, it is difficult to validate the theory. The youngest tree in this study was 214 years and thus all species could already be present at that age since I have shown that trees of different sizes and hollow stages exist in all age classes. Osmoderma eremita has been observed to occur in higher frequencies in hollows with a lot of wood mould (Ranius 2000) and from this study this seems to be true if Jansson & Antonsson’s assumption about the hollow stages is correct. Hollow stage 4 and 7 is assumed to have less wood mould according to the definitions (Jansson & Antonsson 1998) and the quality would be better with age of the hollow (Ranius 2000). However, in this study the amount of wood mould was not measured and hence the theory could not be tested. Another possible source of errors is that pitfall traps does not allow sampling in the smallest hollows, which could influence the results of beetle studies (Ranius 2001). Osmoderma eremita had higher frequencies of occurrence and had greater average numbers of individuals in hollow oaks of stage 5 and 6. Oaks over 400 years old had higher numbers of inhabitants than younger oaks. The tree with the highest number of individuals was in hollow stage 5. There were large fluctuations in the number of individuals between trees, consistent with what Ranius (2000) found. However, populations are often pretty constant and the same trees often sustain the highest numbers of individuals between years (Ranius 2001). 6. Acknowledgements I would like to thank my supervisor Karl-Olof Bergman for support and advice. Thanks to Nicklas Jansson for beetle data, help with finding the right trees and for help with maps, statistics and advice. Thanks to Per Milberg for help with statistics. Thanks to Mats Niklasson for teaching me how to use the increment borer, for lending me his lab in Alnarp for the preparation and crossdating of the samples and for the help with crossdating the most difficult samples. Thanks to Thomas Ranius of SLU Uppsala for tree data and advice. I thank Larsénska fonden for finacial support (to Thomas Ranius).Thanks Håkan Lättman for photos and help with lichens in Brokind. And last but not least, a great big thank you to the land-owners for allowing me to work on their grounds. Thank you count Thure Gabriel Bielke of Sturefors Gods, count Henric Falkenberg of 25 Brokinds Gods, Oscar Ekman of Bjärka-Säby Gods, Robert Ekman of Stavsätter and Gustaf Ekman of Sätra-Humpen. 7. References Andersson M & Niklasson M (2004) Rekordgammal tall på Hornslandet i Hälsingland. Svensk Botanisk Tidskrift 98, 333-339. Arup U, Ekman S, Kärnefelt I & Mattson J-E (ed.) (1997) Skyddsvärda lavar i sydvästra Sverige. SBF, Lund. 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