Interference to Hardwood Regeneration in Northeastern North America: Pin Cherry and Its Effects ABSTRACT Ralph D. Nyland, Amy L. Bashant, Eric F. Heitzman, and Jane M. Verostek Pin cherry grows rapidly in a bright environment, overtopping most desirable hardwood species. Its rapid early development helps to reduce nutrient losses from a site and provides a source of mast for wildlife. Some pin cherry trees live for up to 45–50 years, but their abundance usually decreases after 30 –35 years. Pin cherry begins producing abundant seeds at an early age, and high proportions of these remain viable in the forest floor for up to 6 –7 decades. Germination has been linked to high availability of nitrogen (N) in the forest floor, either following fertilization or increased decomposition of the humus layer. Heavy overstory cutting or natural disturbances that reduce stocking below 50 – 60 ft2/ac in stands ⬍90 years old will promote N release from the forest floor, resulting in abundant pin cherry within the new cohort. When at high density, pin cherry interferes with the development of most other species, and those of intermediate or low shade tolerance may die. Pin cherry may have a patchy distribution across a stand or form an almost complete canopy cover when well distributed at high densities. Its arrangement may affect long-term stand composition and development. Where milacres have ⱖ3 pin cherry ⱖ3 ft tall, or ⬎1 of them ⬎5 ft in height, a release treatment may prove necessary to ensure good levels of stocking with desirable hardwoods of seedling origin. Landowners should pay particular attention when they find a high pin cherry density across more than 30 – 40% of the stand area. These criteria may indicate where a release treatment would improve the composition of young hardwood stands. Keywords: pin cherry, hardwood regeneration, interfering plants, release treatment P in cherry (Prunus pensylvanica L.f.) often becomes a dominant member of the new cohort among northern hardwood and other temperate forest stands of northeastern North America following clearcutting, shelterwood method seed cutting, and other heavy overstory disturbances. Yet silviculturists and forest managers have historically considered pin cherry fairly benign as a competitor of hardwoods, and release treatments to remove it from young stands are seldom considered necessary. Jensen (1943) and Longwood (1951) noted that due to its thin foliage, pin cherry does not interfere with development of young sugar maple (Acer saccharum Marsh.) trees. Leak (1988) also reported that few plots completely lacked a commercial species in areas dominated by pin cherry and considered striped maple (Acer pensylvanicum L.) and hobblebush (Viburnum alnifolium Michx.) more severe competitors (see Nyland et al. 2006a, 2006b). Even so, Safford and Filip (1974), Heitzman and Nyland (1994), and Ristau and Horsley (1999, 2005) have reported important reductions of at least mid- to shade-intolerant species in areas dominated by pin cherry. Such contradictions suggest that pin cherry may actually interfere with the survival and development of some species, but perhaps only at places where it occurs above some critical threshold density across an appreciable proportion of the stand area. Several authors have provided detailed descriptions of silvical and biological characteristics of pin cherry. This review summarizes key information from those sources and other literature to describe the reproduction, growth, and dynamics of pin cherry in northern hardwood forests. It also assesses the degree to which pin cherry interferes with the development of other trees and the implications of that interference. Geographic Range, Habitat, and Ecological Characteristics Pin cherry has several other common names: fire cherry, bird cherry, northern pin cherry, wild red cherry, pigeon cherry, western fire cherry, and summer cherry (cerises d’été). It occurs northward to the permafrost throughout Canada, at scattered locations in the northern Rocky Mountains down to Colorado, throughout the northern Great Plains, throughout the Great Lakes region and Northeast, and south along the Appalachian Mountains to northern Georgia (Fulton 1974, Graber 1980, Hall et al. 1981, Wendel 1990, Borland 1994, Farrar 1995). Pin cherry often occurs only sparsely in the matrix of intermediate-age and older cool northern forests, but may become abundant in some stands after a heavy overstory disturbance or cutting. It will hybridize with bitter cherry (Prunus emarginata Dougl.) where the ranges overlap (Hosie 1973, Borland 1994, Farrar 1995). Pin cherry will form pure thickets or dominate the overstory of some young stands, but it commonly occurs in mixture with other Received March 24, 2005; accepted October 19, 2005. Ralph D. Nyland (rnyland@mailbox.syr.edu), SUNY College of Environmental Science and Forestry, Syracuse, NY 13210. Amy L. Bashant, Clinton, NY 13323. Eric F. Heitzman, Division of Forestry and Natural Resources, West Virginia University, Morgantown, WV. Jane M. Verostek, SUNY College of Environmental Science and Forestry, Syracuse, NY 13210. This paper is the fifth in a five-part series on Interference to Hardwood Regeneration in Northeastern North America. The first paper appeared in the March 2006 issue, the second paper appeared in the June 2006 issue, the third paper appeared in the September 2006 issue, and the fourth paper appeared in the December 2006 issue. Copyright © 2007 by the Society of American Foresters. 52 NORTH. J. APPL. FOR. 24(1) 2007 species that include quaking (Populus tremuloides Michx.) and bigtoothed aspen (Populus grandidentata Michx.); yellow (Betula alleghaniensis Britton), paper (Betula papyrifera Marsh.), and black birch (Betula lenta L.); striped, red (Acer rubrum L.), and sugar maple; American beech (Fagus grandifolia Ehrh.); black cherry (Prunus serotina Ehrh.); balsam fir (Abies balsamea (L.) Mill.); and red spruce (Picea rubens Sarg.) in northeastern forests (after Hay 1978, Graber 1980, Wendel 1990). Associated shrubs and woody herbs in northeastern North America include Rubus spp., hobblebush, and American yew (Taxus canadensis Marsh.) (Wendel 1990). Pin cherry grows in a wide range of soil conditions. These include landslides, coal-spoil banks, infertile rocky sites, and soils that range from sandy plains to moist and rich loams (Bramble and Ashley 1955, Flaccus 1959, Graber 1980, Wendel 1990). Considered a shade-intolerant pioneer species, it becomes established at many sites following major overstory disturbances related to fire, blowdown, and cutting (Chittenden 1905, Hough and Forbes 1943, Wendel 1990, Leak 1991). It may regenerate along roadsides and in old fields (Fulton 1974, Hall et al. 1981), but due to its low shade tolerance (Baker 1945, Wendel 1990), pin cherry will not survive in forest openings smaller than about 0.25 ac (Marks 1974). It grows primarily at sites that previously supported forest cover at the time of a disturbance (Marks 1974). Pin cherry grows rapidly after establishment and commonly becomes a dominant and upper codominant tree. It generally does not live more than 30 –35 years (Marks 1974, Wendel 1990, Leak 1991), and it reaches peak sizes of 8 –10 in. dbh and up to 50 ft tall by age 25 (Fulton 1974, DeGraaf and Witman 1979, Hall et al. 1981, Wendel 1990, Farrar 1995). Individual trees have reached 85–90 ft and 22 in. dbh (Hay 1978). Pin cherry has a moderately soft, porous wood of low strength and no commercial timber value (Hosie 1973, Wendel 1990). It is used for landscaping in some parts of western North America (Borland 1994). A variety of fungi attack pin cherry. These include black knot (Apiosporina morbosa), brown trunk rot (Phellinus pomaceus), Nectria galligena, and Leucostoma persoonii. Other diseases include cherry leaf spot (Blumeriella jaapii), powdery mildew (Podosphera clandestine and Podosphera tridactyla), a rust (Tranzschelia pruni-spinosae), and leaf curl (Taphrina wiesneri). A brown rot may affect the flowers and fruits (Monolinia laxa and M. fructicola) (Weiss 1952, Hepting 1971, Wall 1986, Farr et al. 1989). Insect defoliators include uglynest caterpillar (Archips cerasivoranus), cherry leaf beetle (Pyrrhalta cavicollis), and cherry webspinning sawfly (Neurotoma fasciata) (Hall et al. 1981, Drooz 1985). Eastern tent caterpillar (Malacosoma americanum) only occasionally attacks pin cherry (Waage and Bergelson 1985). Fruit Production and Persistence Pin cherry may begin producing some viable seed at age 2 and becomes sexually mature by age 4. It does not yield large quantities of seed until a few years later, and then on 2–3 year cycles (Marks 1974, Wendel 1990). Most of them fall close to the parent tree. Birds and mammals may move some seeds long distances from the source (Ahlgren 1966, Marks 1974), but this is likely less important than direct seedfall in eventually establishing new pin cherry trees following a major overstory disturbance (Graber 1980). Existing pin cherry trees also sprout vigorously from the stump if cut or killed by a surface fire (Chittenden 1905, Jensen 1943, Stoeckler 1947, Marks 1974, Wall 1983, Jobidon 1997b). Furthermore, they may produce root suckers (Hall et al. 1981, Wendel 1990, Farrar 1995, Jobidon 1997a). Yet vegetative sources come to play only in fairly young stands that already have pin cherry trees or after it becomes established from seed following a heavy overstory disturbance in older communities. Due to its prolific fruiting, the organic layer beneath developing even-aged stands may contain large numbers of viable seed. Olmstead and Curtis (1947) found about 1.2 seeds/ft2 beneath a 50-year-old northern hardwood stand in Maine. Marks (1974) reported as many as 2.5–5.1 seeds/ft2 in New Hampshire northern hardwoods. Graber and Thompson (1978) counted 10 seeds/ft2 beneath a 38-year-old stand, but only half as many underneath one at 95 years old. For a Pennsylvania cherry-maple stand, Marquis (1975) estimated the number at about 45 seeds/ft2. Tierney and Fahey (1998) found 440 and 1,900 viable seeds per pin cherry stem, respectively, in New Hampshire northern hardwood stands with high and low densities of standing trees. The numbers beneath a 23-year-old stand increased by 76 for each additional pin cherry tree in the overstory, indicating that the total bank of viable seed depends on the density of seed-producing trees in an emerging cohort. The amount remaining viable in the forest floor of older stands depends on stand age as well. Pin cherry seeds remain viable in the forest floor for 4 – 6 decades (Marks 1974, Marquis 1975, Wendel 1990, Leak 1991, Peterson and Carson 1996, Tierney and Fahey 1998). Viability declines after that time (Peterson and Carson 1996). And although the ground beneath even 95-year-old stands may contain abundant seeds (Graber and Thompson 1978), and some may germinate after more than 100 years (Olmstead and Curtis 1947, Marks 1971, Graber and Thompson 1978, Wendel 1990, Peterson and Carson 1996), few remain viable for more than about 60 –70 years (Graber and Thompson 1978, Tierney and Fahey 1998). In fact, pin cherry does not usually regenerate in abundance following disturbance of stands older than 100 –120 years of age (Marks 1974, Peterson and Carson 1996, Tierney and Fahey 1998). Conversely, a management strategy using relatively short rotations (e.g., ⱕ50 – 60 years) and using clearcutting to regenerate a stand will likely lead to relatively high densities of pin cherry (Hough and Forbes 1943, Marks 1974, Graber and Thompson 1978, Hay 1978, Tierney and Fahey 1998). Germination and Early Seedling Development Although some pin cherry seed may germinate beneath a forest canopy, major recruitment primarily follows some kind of heavy overstory disturbance (Marks 1974, Marquis 1975, Auchmoody 1979, Bjorkbom and Walters 1986). The combination of forest floor scarification, increased light and temperature at the surface, and increased soluble nitrogen helps to stimulate seed germination (Bjorkbom and Walters 1986). Appropriate stratification also seems necessary, since the stony endocarp must age, breaking down inhibitors in the fleshy covering and/or making the hard shell more permeable (Marks 1974). Laboratory tests indicate that good rates of new seed germination follow only after removal or scarification (e.g., by acid) of the stony endocarp (Schropmeyer 1974), or a combination of cold (90 days) and warm (60 days) stratification in a moist medium (Schropmeyer 1974, Young and Young 1992). Consistent with this, Marquis (1975) observed delayed germination of freshly collected pin cherry seeds sown at uncut, partially cut, and clearcut sites, with the proportion of 1st-year germination decreasing with intensity of overstory disturbance. Drastic temperature fluctuations and high light intensity with no moisture stress may improve the germination rate, but partial shade proves beneficial with a normal moisture regime (Marquis 1973, Laidlaw 1987). NORTH. J. APPL. FOR. 24(1) 2007 53 Apparently, natural stratification for extended periods in the forest floor adequately conditions the seed and makes germination likely once nutrients, moisture, and temperature increase following overstory reduction (Marks 1974, Laidlaw 1987, Wendel 1990). Nitrogen (N) seems to stimulate pin cherry seed germination. Auchmoody (1979) observed that fertilizing with N (urea), N and phosphorous (P), and N, P, and potassium (K) stimulated germination of naturally buried pin cherry seed beneath the closed canopy of a 60-year-old stand, but not until the second season. So did application of urea, calcium nitrate, and ammonium sulfate. Safford and Filip (1974) found that pin cherry germinated in abundance, but in a clumped distribution, on unfertilized plots following clearcutting in New Hampshire, accounting for 54% of the stems at the 4th year. Plots fertilized with limestone and commercial NPK (15-10-10) had 72% of the stems in pin cherry, indicating a stimulating effect of the nitrogen. Thurston et al. (1992) related the timing of pin cherry germination to the degree of ground surface scarification, and its effect on the rate of nitrification. Scarified plots had high pin cherry germination during the 1st growing season, whereas the number at nonscarified sites peaked later. Both Thurston et al. (1992) and Mou et al. (1993) also indicated that germination continued past the first year, with average standwide pin cherry density increasing into the 2nd year following clearcutting in New Hampshire. Thereafter, pin cherry stem density steadily declined. Among eight sites in Pennsylvania, average pin cherry stocking decreased by nearly 70% from 1st to 3rd and 3rd to 5th years, and then by 57% between years 5 and 10 (Ristau and Horsley 1999). They did not indicate whether germination added seedlings beyond the 1st year. Other reports suggest that field germination has been delayed by up to 4 years following clearcutting, even though some 1st-year seedlings were noted (Ahlgren 1966, Marquis 1975, Graber and Thompson 1978, Bormann and Likens 1979, Horsley and Marquis 1983, Lanteigne 1984, Bjorkbom and Walters 1986, Wang 1990, Ristau and Horsley 1999). In one case, pin cherry recruitment lasted for 8 –9 years following spruce-fir overstory disturbance associated with a budworm infestation (Osawa 1994). Pin cherry may form pure thickets after a major overstory disturbance. High-end densities have reached 100,707, 61,974, and 4,648 trees/ac in 1-, 4-, and 14-year-old stands, respectively, in New Hampshire (Marks 1974). Density reached 42,900 in year 1 and dropped to 10,400 at year 5 in one Pennsylvania clearcut (Bjorkbom and Walters 1986). Among eight other stands, stocking averaged 43,119 at year 1 and dropped to a mean of 3,932 by the 10th year. Other observations indicate that stocking may range widely within and between sites (Marquis 1965, Safford and Filip 1974), likely linked to the abundance of viable seed in the forest floor at the time of a disturbance (Marks 1974, Marquis 1975). Ristau and Horsley (1999) found from 78 to 1,400 pin cherry/ac at 1 year after clearcutting in northwestern Pennsylvania. Wendel (1990) reported levels between 1,000 and 3,000 trees/ac at 5 years following clearcutting of 40- to 70-year-old Appalachian hardwood stands. In New Hampshire, Marquis (1965) found 3-year pin cherry density of 4,700 –9,000 trees/ac following patch cutting in a former oldgrowth stand, and 11,400 –23,700 trees/ac in patches within a 70to 90-year-old even-aged stand. He observed the lowest level of stocking beneath slash piles and on skid trails in the older stand, and relatively small differences between disturbed and undisturbed seedbeds in either stand. Patches in the second-growth stand had appreciably fewer pin cherry beneath slash plies than elsewhere. 54 NORTH. J. APPL. FOR. 24(1) 2007 Mou et al. (1993) found a range of 38,988 to 54,656 seedlings/ac at 2 years following whole-tree harvesting in New Hampshire, with the greatest density on scarified (though not severely disturbed) seedbeds and the lowest numbers in the undisturbed forest floor. The fastest growth for the first 5– 6 years occurred at scarified sites. In another small clearcut, they observed 25 pin cherry/ft2 in undisturbed and 91 trees/ft2 in scarified soil. Wang and Nyland (1993) reported that pin cherry accounted for 0, 3, 5, 32, and 36%, respectively, of the tallest trees on 2-m sample plots within five central New York clearcuts. Stand ages ranged from 14 to 20 years, with no relationship between pin cherry abundance and cohort age. Thurston et al. (1992) suggested that although surface scarification led to increased stocking of pin cherry, heavy cover by coarse woody debris resulted in lower pin cherry densities. Also, they speculated that variation of seed availability across a stand affects pin cherry stocking and that removal of the forest floor layer would remove buried seed and reduce pin cherry stocking at those microsites following overstory disturbance. Overstory density also affects pin cherry establishment. In Vermont, pin cherry became abundant after shelterwood seed cutting reduced overstory cover to ⬍60% (Hannah 1991). Beneath a 75% canopy cover (45–50 ft2/ac) in Pennsylvania, pin cherry seeds germinated, but no seedlings survived past year 4. Reducing overstory cover to 50% (35 ft2/ac) resulted in pin cherry survival and development (Horsley and Marquis 1983). In New Hampshire, pin cherry density has increased with intensity of overstory removal, particularly to ⱕ60 ft2/ac. It succeeded in clearcut plots (30 –39% of stems), but poorly (0 –9% of stems) where partial cutting left ⱖ40 ft2/ac of residual trees (Leak and Solomon 1975). Pin cherry accounted for approximately 1 to 8% of dominant stems at 8 years, decreasing in abundance in stands ranging from clearcut to 38, 64, 83, and 95 ft2/ac of residual basal area (Leak 1988). In other trials in Pennsylvania, pin cherry survived at clearcut sites, but few remained through 5 year at the shelterwood (113 ft2/ac and 69% relative density) or uncut sites (Bjorkbom and Walters 1986). Growth and Persistence The foliage, bark, and seeds of pin cherry contain hydrocyanic acid, which is toxic to livestock, but at the lowest toxicity level of the Prunus species (Meade et al. 1986). Yet a wide variety of birds and mammals feed on its fruit (Martin et al. 1951, Marks 1974, Wendel 1990). Also, deer (Odocoileus virginianus) commonly browse on its twigs, and may even eliminate pin cherry from emerging stands or slow its development in heavily affected areas (Jordan 1967, Marquis 1974, 1981; Tilghman 1989, Smith and Ashton 1993, Shabel and Peart 1994, Horsley et al. 2003). Black bears (Ursus americanus) also damage pin cherry as they climb the trees and break the tops when foraging for the fruits (Costello 1992, R. Cross, personal communication, Maine Department of Inland Fisheries and Wildlife, February 2005). Yet when not severely affected by animals, pin cherry develops rapidly during the first decade following germination. It has an indeterminate growth form, with an extended period of shoot elongation each year and leaves that remain active into autumn (Marks 1975, Bicknell 1982, Amthor et al. 1990). This contributes to its rapid development. Even so, Bicknell (1982) reported that pin cherry initially develops slowly in height. Then the rate increases annually, putting pin cherry into a dominant canopy position by about 6 years. Jensen (1943) reported that in 5-year-old clearcuts, pin cherry stems ⬎4 ft tall outnumbered that of all other species. Pin cherry has reached heights of 10 –12 ft and a dbh of ⬎1 in. in 3 years following patch cutting (Marquis 1965, Crow and Metzger 1987). Ristau and Horsley (1999) observed that pin cherry height exceeded 3 ft tall by year 3 and reached nearly 40 ft by age 15. Bicknell (1982) observed that average height growth increased from 20 in. in year 2 to 54 in. in year 4 and then decreased to 38 in. in year 6. By age 7, trees had also an average diameter of nearly 2 in. (even larger than striped maple). Annual height growth in four New York clearcuts ranged from 1.7 to 2.3 ft/year for a 17- to 20-year period, and annual diameter growth averaged about 0.2 in. (Wang and Nyland 1993). Mallik et al. (1997) measured average heights of 5 ft at year 6. Other studies indicate that total heights may reach 10 –12 ft in 3 years, and diameters may exceed 1 in. (Crow and Metzger 1987). Smalley (1987) measured pin cherry heights at 9 –12 ft by year 9, with other species ⬍5 ft. Most reports indicate that it overtops the Rubus spp. and more shade-tolerant tree species by 3–5 years following overstory removal (Jensen 1943, Marquis 1965, 1967, Bicknell 1982, Horsley and Marquis 1983). Data show that pin cherry may persist for 30 – 45 years (Jensen 1943, Auchmoody 1979, Leak 1991, McClure and Lee 1993), but Marquis (1967) noted that abundance declined from the 5th year through the 30th year. Thurston et al. (1992) also reported a steady decline in total stem density (all sizes) from year 2 to year 6. Those ⱖ0.8 in. dbh first appeared at year 3, with their numbers increasing through year 6, and then dropping only slightly during the next 8 years. Mou et al. (1993) observed a similar pattern for the change in total pin cherry densities (all sizes) at undisturbed, scarified, and severely disturbed seedbeds. Similarly, Mallik et al. (1997) found 1,440 pin cherry/ac at 5 years after clearcutting (with ground scarification) in a Canadian boreal forest, but they observed 64 and 49% reductions in density during the 6th and 7th years, respectively. In the longer term, Wang and Nyland (1996) observed that during a 7-year period beginning with crown canopy closure, the importance [(relative density ⫹ relative basal area)/2] of pin cherry decreased (by 0.2%) in one stand having a relatively low pin cherry density and increased in two others (by 1.3% with pin cherry at high relative abundance, and 6.9% when at medium abundance). Ristau and Horsley (1999) reported that pin cherry numbers ⬎5 ft tall decreased by about 75% between years 3 and 15. Pin cherry died out after 30 years when at a low density, but persisted for 40 – 45 years when at high density. Liptzen and Ashton (1999) noted a 48 – 49% reduction in pin cherry density between ages 19 and 28, with similar rates of decrease on thin till and swale till. McClure and Lee (1993) found pin cherry density positively related to opening sizes from ⬍0.23 to 0.6 ac among 24-, 34-, and 44-year-old openings. In all cases, the species’ relative density decreased to a low level by the end of that time period. Consistent with this, Merrens and Peart (1992) found only dead pin cherry (34 trees/ac) in a 49-year-old stand, and Leak and Smith (1997) observed no living pin cherry in a 56-year-old stand. Some had persisted through at least age 35. In general, pin cherry has disappeared or dropped to low levels by age 35– 45 (Longwood 1951, Auchmoody 1979, Wendel 1990, Leak and Smith 1997) and sometimes as early as 20 –30 years (Jensen 1943). Ecologic Effects of Pin Cherry following Heavy Overstory Disturbance Rapid revegetation of a site following a major overstory disturbance (e.g., natural or after cutting) contributes importantly to ecosystem stability (Marks and Borman 1972, Marks 1974, Mou et al. 1993, Donoso and Nyland 2006). The new plants shade the surface and transpire water, leading to conditions that slow decomposition of the forest floor and reduce percolation of free water in the soil. The vegetation also absorbs nutrients and fixes them in biomass. These processes reduce nutrient losses from a site. In addition, the new vegetation helps to stabilize the surface with their roots and by adding litter to the ground surface. This helps to reduce erosion of both mineral soil material and humus. As a rapidly developing tree, pin cherry contributes to those processes. Herbs, and particularly Rubus spp., usually spread rapidly across a site and overtop new and other short trees, with pin cherry and other fast-growing trees emerging into dominant positions after 4 –5 years. Some studies link the natural reduction of Rubus spp. with the emergence of the new tree community (see Donoso and Nyland 2006), yet other research suggests that a reduction of nitrates (once organic matter decomposition slows) may contribute to the decline of Rubus spp. (e.g., Marks 1974, Whitney 1986, Fahey et al. 1998). Truax et al. (1994) did find high levels of nitrate reductase activity in 3rd- and 4th-year Rubus spp. leaves, but limited amounts in young pin cherry. Furthermore, only Rubus spp. responded to fertilizer having a high amount of nitrate. They surmised that with the low rate of nitrate reductase activity and the high accumulation of N in the pin cherry tissues, ammonium could serve as a more important source of N for its growth and development. Regardless, pin cherry fixes and cycles important amounts of nutrients (including N). That contributes to ecosystem stability following heavy overstory disturbances such as clearcutting (Marks and Bormann 1972, Truax et al. 1994). This notion is further reinforced by data showing rates of biomass accumulation in emerging hardwood communities. Total biomass has reached 23,200 kg/ha in a dense 4-year-old stand where pin cherry made up 96% of the biomass (Marks 1974). The amount was only 12% as much where pin cherry accounted for only 41% of the biomass (Marks 1974). Nutrient uptake among 4- to 6-year-old stands of dense pin cherry was estimated at 50% higher than occurs in an undisturbed mature forest (Marks and Bormann 1972). Furthermore, Mou et al. (1993) found that compared with other species regenerating after clearcutting, pin cherry had the highest 1st-year concentrations of N, P, and K. Differences decreased thereafter. The rate of N concentration dropped sharply during the second season, but less so in undisturbed than severely disturbed soil. The pin cherry had proportionately low concentrations of calcium (Ca) and magnesium (Mg), yet due to its great rate of biomass accumulation during the early years of stand development, pin cherry became an important nutrient sink for N, P, and K after clearcutting. Safford and Filip (1974) noted that pin cherry accounted for 36% of the trees and 94% of the total biomass (21,165 kg/ha) at 4 years on clearcut and fertilized plots. This exceeded the 22 and 53% levels, respectively, in unfertilized stands. Furthermore, pin cherry in fertilized plots contained 86 – 89% of the total content of N, P, K, and Ca there. Unfertilized stands had 32–39% in the pin cherry. For Mg, the fertilized and unfertilized stands had 79 and 23%, respectively, in the pin cherry. Among plots in 2-year-old clearcuts in western Maine, pin cherry on fertilized plots (10-10-10 NPK) had twice as much aboveground biomass as those left unfertilized (Elliott and White 1993). This, too, suggests a potential for high levels of nutrient uptake by the pin cherry trees. NORTH. J. APPL. FOR. 24(1) 2007 55 Interference with Desirable Hardwoods Effects of pin cherry on species composition following clearcutting and other heavy overstory disturbances seems linked to its relative abundance in young hardwood stands (Marquis 1965, Marks 1974, Safford and Filip 1974, Heitzman and Nyland 1994, Ristau and Horsley 1999). Where dense, the rapidly-developing pin cherry will form a closed overstory layer above most other species, including black cherry, sugar and red maple, yellow and paper birch, white ash (Fraxinus americana L.), and other long-lived hardwoods. In stands having a lower density of pin cherry, trees of these same species often grow into upper canopy positions between the pin cherry, unless overtopped by some other fast-growing tree (e.g., quaking aspen or striped maple). Some assessments indicate that pin cherry does not prevent the regeneration and eventual development of shade-tolerant species, or it may only slow their growth (Hough and Forbes 1943, Marks 1974, Leak 1988, Merrens and Peart 1992). This reportedly relates to the thin foliage and the light shade cast by an individual pin cherry tree (Jensen 1943, Longwood 1951) and the survival of shade-tolerant species (e.g., sugar maple and beech) at low levels of light (Marks 1974). Some findings indicate that even when interference by pin cherry reduces the abundance of other species, many stands still have adequate numbers of desirable hardwoods (Leak 1988, Martin and Hornbeck 1990), likely for the reason noted above. Other reports also indicate that pin cherry, as well as other noncommercial hardwoods, has not prevented the regeneration of balsam fir (Baskerville 1963, Wall 1983, Lanteigne 1984) but significantly reduced its growth and altered the rate of community development in some cases (Lanteigne 1984). Abundant pin cherry has also led to important reductions of other species, including sugar maple and beech, where these did not occur as advance regeneration (Marquis 1965). By contrast, in stands having abundant advance regeneration of desirable species, fairly dense pin cherry (⬃8,200 trees/ac at year 5) did not prevent eventual dominance of aspen, paper birch, white ash, beech, and sugar maple (Marquis 1967). Elsewhere, pin cherry interfered with stand development despite having desirable species present before overstory removal (Heitzman and Nyland 1994, Ristau and Horsley 1999). A few reports also describe negative effects on less shade-tolerant species. Hannah (1991) concluded that where pin cherry becomes abundant after heavy cutting, it will interfere with yellow birch growth and development. Likewise, Marquis (1965, 1967) associated the limited success of yellow and paper birch with abundant stocking of rapidly growing pin cherry following both block clearcutting and patch cutting, and Leak (1988) associated a onethird reduction of yellow birch with the dominance of pin cherry in heavily-cut stands. Similarly, Martin and Hornbeck (1990) observed more pin cherry in block than strip clearcuts and better yellow birch development in the latter areas. Even so, both stands had adequate numbers of desirable species. Safford and Filip (1974) found fewer and smaller yellow and paper birch beneath pin cherry thickets in fertilized stands at 4 years after clearcutting. Yet unfertilized stands had relatively few of these thickets, and more area of only moderate-density pin cherry where the more desirable hardwood species developed better. White and Elliott (1992) and Elliott and White (1993) observed that interference by pin cherry significantly slowed the growth and development of red pine (Pinus resinosa Ait.) seedlings at both fertilized and unfertilized clearcut sites. Yet the importance of that interference seemed related to multiple factors 56 NORTH. J. APPL. FOR. 24(1) 2007 (site and biologic) that led to differences in pin cherry biomass as well as its abundance. More recent studies implicate pin cherry density as a critical factor for interference on mesic hardwood sites, even at relatively low stem densities and in stands having abundant advance regeneration of desirable species. Source of the regeneration also contributes. To illustrate, Heitzman and Nyland (1994) compared 20-year development of regeneration plots having high (ⱖ3 at least 3 ft tall/milacre) and low densities of pin cherry at year 3 after complete overstory removal in a northern hardwood stand in south-central New York. All plots initially had at least one non–pin cherry seedling of intermediate or low shade tolerance. By 20 years, those with a high pin cherry density at year 3 had significantly greater numbers of total stems (due largely to the pin cherry), and that species accounted for 56% of the basal area. Among low-density plots, pin cherry basal area averaged only 33%. Black cherry stem density decreased from 53% of the total in year 1 to 9% at year 20 on plots with a high density of pin cherry. Plots with a lower density of pin cherry had more sugar maple, black cherry, and white ash. Those with high pin cherry density averaged about 170 stems/ac of other species in a dominant canopy position, whereas plots with a low density of pin cherry had about 460 trees/ac. At the high-density plots, trees of most desirable species (including sugar maple, black cherry, and white ash) were shorter and had smaller diameters. Yet pin cherry density did not interfere with height development of beech, yellow birch, and aspen. On the other hand, areas with a high density of pin cherry had limited numbers of desirable species in dominant or codominant crown positions, and the ones that survived may not suffice to ensure full site utilization after the pin cherry dies. Ristau and Horsley (1999) also observed important negative interference by pin cherry in Allegheny hardwood stands of northwestern Pennsylvania. Historic records allowed them to evaluate regeneration success at 19 sites following complete overstory removal from 15 through 77 years earlier. Low deer impact at the time of cutting resulted in early pin cherry dominance where that species regenerated, but at a range of stem densities from 0 to 710 stems/milacre. Findings indicate that high-density pin cherry reduced the 15th-year survival and development of seedling-origin black cherry, red and sugar maple, white ash, and striped maple. Those of black and yellow birch and of stump sprouts of other species were not. By 25–38 years, plots with a high 3rd-year pin cherry density had a lower mean diameter (among trees ⱖ6 in.) and only about one-half as much standing board-foot volume (largely due to the reduced stocking of black cherry). Differences persisted through the 7th decade. They identified the critical 3rd-year threshold density as ⬎1 pin cherry ⬎5 ft tall/milacre. Stocking at that or a higher level would interfere with the development of seedling-origin regeneration of most desirable species. Later, they recommended using a post cutting (3rd year) threshold of ⬎6 pin cherry ⱖ5 ft tall on a 6-ft radius plot, and more than 30% of plots at or above that pin cherry stocking, as a criteria for identifying Allegheny hardwood stands needing remediation (Ristau and Horsley 2006). Such stands would likely end up understocked with desirable species, except for black and yellow birch and other trees of stump sprout origin. Release Treatments and Their Effects Newton et al. (1992) observed that pin cherry died from sprucefir stands by year 16, even if not removed by a release treatment. Mallik et al. (1997) concluded that where short-lived species (e.g., pin cherry) cause interference and where potential crop trees occur in comparable or better crown positions, release treatments may prove unnecessary. Furthermore, Heitzman and Nyland (1994) warned that managers could not likely justify a release treatment among stands where prolonged interference by pin cherry had reduced the vigor and led to appreciable mortality of more desirable species. Thus, they recommend early entry where a cleaning would seem necessary, such as the situations identified by Ristau and Horsley (2006). Heitzman and Nyland (1991) suggested, where it seems necessary, a crown-touching release (after Lamson and Smith 1987) limited to removing competitors from around the minimum number of well-spaced and vigorous trees that would provide adequate site utilization in the long run. Leak and Smith (1997) studied the potential by examining effects of a cleaning at age 25 in northern hardwoods having 600 pin cherry trees/ac, approximately 45–50 trees/ac each of striped maple and aspen, and about 1,200 trees/ac of desirable species. Cutting all of the former three species, or only removing them from around selected crop trees, had only a minor long-term effect (56-year conditions) on overall stand development. Similarly, Ostrom and Hough (1944) noted that although cleaning in 13- and 18-year-old stands improved diameter growth among crop trees, appreciable numbers of pin cherry began dying within untreated plots within 5 years. That naturally stimulated the growth of previously overtopped sugar maple and beech without any release treatment. Later, although Church (1955) did not specifically discuss the influence of pin cherry, per se, he observed that by 16 years after treatment, heavily released black cherry and sugar maple crop trees had grown significantly more rapidly than ones given a light release. Also, growth of the lightly released trees did not differ significantly from unreleased controls. Together, findings suggest that managers can likely limit release treatments to stands having a relatively high density and widespread cover of overtopping pin cherry, and they will realize the most gain from early entry to those stands and making a heavy release around trees with the greatest height and best crown development (Heitzman and Nyland 1991, 1994). Biological control has been suggested as one alternative for mitigating effects of pin cherry on regeneration success. It might include early (year 2) inoculation of widely-spaced pin cherry trees using black knot disease (Wall 1985, 1986). Within 5– 6 years, the fungi should spread 30 – 65 ft around the points of entry, reducing pin cherry height growth and causing mortality of infected trees. Also, limiting the size of clearcuts ensures a nearby reservoir of natural inoculum and may make intervention unnecessary where black knot disease already exists. Brush saws or basal spray treatments would likely prove most cost-effective for crown-touching release of spaced crop trees. Cutting takes about 1 to 1.5 minute/tree (Nyland et al. 2005b). The stumps often sprout (Longwood 1951, Jobidon 1997b), with the most vigorous development from large and high stumps. Openings created by the cutting also may stimulate germination and establishment of new pin cherry trees and will reduce competition-induced mortality among the remaining ones in upper-canopy positions (Longwood 1951). Whether rapidly developing stump sprouts will once more overtop the released trees remains unclear. Wall (1990, 1997) and Jobidon (1998) found that inoculating pin cherry stumps with the fungi Chondrostereum purpureum effectively controlled sprouting. McCormack (1981) reported success from applying triclopyr amine (Garlon 4 in water at 2.2 and 4.5 kg/ha) to cut stumps. Other work suggests that stem injection or applying a basal spray of appropriate herbicides to the pin cherry and other interfering species would also circumvent any concern about stump spouting. “Cherry” shows a susceptibility or intermediate susceptibility to a basal spray using triclopyr (Garlon 4) or imazapyr (Chopper) in oil (Heiligmann and Krause 2002). The triclopyr allows considerable flexibility in timing, but it must be applied to the entire stump, the bark, and any exposed roots (Heiligmann 2004). For stem injection, “cherry” shows a susceptibility or intermediate susceptibility to triclopyr (Garlon 4), picloram (Tordon and Pathway), imazapyr (Chopper, Stalker, and Arsenal), and glyphosate (Accord, Roundup, Rodeo, Glyphos, Glopro, and Glyphomax). Ammonium sulfamate (AMMATE, AMICIDE) will also kill pin cherry (Hall et al. 1981). However, imazapyr has caused flashback in nearby trees of several species after both basal spray and stem injection treatments (Kochenderfer et al. 2001, 2004; Mallet 2002) and requires caution in its use. For stands with particularly dense pin cherry in overtopping positions, aerial application might provide an option for broadcast treatment. Glyphosate (1.7, 2.2, and 3.3 kg/ha) has worked effectively in killing trees (McCormack and Newton 1980, Newton et al. 1992) and in reducing crown area by ⬎60% with rates ⱖ0.5 kg a.e./ac. Higher rates of deposit are needed with progressively greater levels of pin cherry crown area (Pitt et al. 1992). Sublethal doses (0.04 – 0.5 kg/ha of glyphosate as Vision, applied with a handheld sprayer at a droplet size of 250 m) repeated twice over a 2-year period reduced the development of pin cherry and its competitive effects. At doses of 2.1 kg/ha, it killed the leaves (Stasiak et al. 1991). Aerial application of triclopyr amine (Garlon 3A at 2.2 and 4.4 kg/ha) also controlled 7-year-old pin cherry (Newton et al. 1992). Users should consult the source publications for details about formulations and application methods outlined here. The Environmental Protection Agency web site and the Herbicide Handbook (Vencill 2002) provide extensive information about currently available compounds, including those approved for use in forestry operations and conditions of their registration. State and local regulations and herbicide labels should serve as a final reference with respect to any herbicide application. Management Implications Ambiguities about the degree of interference by pin cherry leaves the judgment about release treatments to managers. Shade-tolerant species sometimes survive in sufficient numbers to provide adequate site occupancy, but early release treatments may increase the proportion of shade-intolerant and shade-intermediate ones (Marquis 1965, 1967; Safford and Filip 1974, Crow and Metzger 1987). Likely, managers should wait until the 3rd year, noting the relative abundance, extent of cover, and status of other species before making a decision. Direct action might include removing pin cherry trees that overtop selected ones of a desirable species, freeing just enough to ensure full long-term site utilization. That option likely has merit in stands of patchy and/or moderate pin cherry cover. Alternatively, broadcast treatments may prove more effective and more cost efficient in stands having good numbers of desirable trees of acceptable vigor, but where pin cherry occurs at high densities and forms an almost complete canopy that protects the shorter trees of desirable species. Landowners may gain more by taking steps to reduce the numbers of pin cherry that become established following clearcutting and other heavy overstory disturbances. Precutting fertilization with NORTH. J. APPL. FOR. 24(1) 2007 57 nitrogen will trigger germination of pin cherry seed stored in the forest floor (Auchmoody 1979), but the seedlings will die in the heavy shade after only 2–3 years. Shelterwood seed cutting that leaves ⬃70% canopy cover (or at least 70 –75 ft2/ac of basal area) in upper-canopy trees will result in germination of pin cherry seed from the forest floor (after Ristau and Horsley 1999, 2005). Yet the seedlings will die after a few years because of the shade intolerance of the species. The moderately heavy overstory cover may also dampen development of even shade-tolerant species, so a second overstory reduction must follow in a timely manner. To address this, managers might consider using a three-cut shelterwood method, delaying the removal cutting until a new cohort of adequate size, density, and composition forms beneath the seed trees. Landowners can also minimize pin cherry abundance by extending rotations to at least 100 years. By that time limited amounts of viable pin cherry seed remain in the forest floor. Shorter rotations, particularly those not exceeding 60 –70 years, will more likely lead to greater pin cherry stocking, based on the abundance of viable seed that likely remain in the forest floor. Although older reports suggest that desirable species will likely survive beneath moderately dense pin cherry, more recent studies have shown oppressive effects at local densities of even 3,000 trees/ac for pin cherry ⱖ3 ft tall, or ⬎1,000 of them ⬎5 ft tall. At these levels, pin cherry has slowed the seedling development of shade-tolerant species and triggered mortality of those with a low or intermediate shade tolerance. Birches seem to persist in some cases, but not in others. Perhaps due to their early rapid height growth, yellow and paper birch (e.g., see Nyland et al. 2004) tend to emerge into a free-to-grow or main canopy position by the 5th year after clearcutting and heavy shelterwood seed cutting. Stump sprouts also show few signs of oppression. Furthermore, for stands with a patchy or uneven spatial distribution of pin cherry, average per-acre estimates of its density may fail to reflect the uneven interference that occurs from one place to another in a stand. So although desirable species may fail in some places, they become part of the main canopy elsewhere. Yet recent findings indicate that when 3rd-year stocking at a particular place exceeds the levels mentioned above, pin cherry will likely interfere with the development of other species and may trigger mortality of the less shade-tolerant ones. When a sufficient proportion of the area has a high density of pin cherry, a standwide failure seems probable. In some cases, even sugar maple stocking has dropped through time beneath a high density of pin cherry cover. In other stands, only rapidly-growing stump sprouts have survived. Perhaps the ambiguities from past research stem from a difference in sampling methodology—reporting general levels of stocking at wide spatial scales without taking account of patchiness in pin cherry distribution versus observing the effect of interference around particular points on the ground. A difference of that kind suggests a potential methodology for sampling pin cherry abundance following clearcutting and other heavy overstory disturbances, perhaps mimicking that proposed by Bohn and Nyland (2003) and Nyland et al. (2006b). First, managers should wait until the 3rd year, when pin cherry has become well established. They then might use milacre or 6-ft-radius plots set out along a grid to sample the width and length of a stand. They would separate those plots into two groups (having either a low or a high density of pin cherry). High-density milacres would have at least three pin cherry ⱖ3 ft tall, or more than one ⬎5 ft tall (after Heitzman and Nyland 1994, Ristau and Horsley 1999). High den58 NORTH. J. APPL. FOR. 24(1) 2007 sity 6-ft plots would have ⱖ7 at least 5 ft tall (Ristau and Horsley 2006). Presence of a vigorous stump sprout of desirable species would put the milacre into the low category, despite the presence of pin cherry at the threshold densities (after Ristau and Horsley 1999). After sampling, managers would calculate the proportion of plots having high and low densities of pin cherry. That would indicate the proportion of stand area where interference might lead to reduced stocking of desirable species and a risk of losing the species of intermediate and low shade tolerance. Based on this methodology, no single threshold level of highdensity pin cherry would signal the need for a release treatment. Landowners would need to make their choice based on the management objectives and a landowner’s constraints about investing in early tending operations. 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