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Forest Health: Integrating Spruce Budworm into Growth and Yield Models David A. MacLean University of New Brunswick


Prediction of SBW impacts on G&Y 1. relationships of growth & mortality vs. defol. 2. PSP data on indiv. tree defol., growth, mortality

3. calibrated defol.-based stand growth model (Erdle & MacLean 1999 For. Chron.)

4. use in Spruce Budworm DSS

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

2


Spruce budworm defoliation Life cycle

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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Extent of moderate-severe spruce budworm defoliation

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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Mod.-severe defoliation & area of beetle-killed trees in Canada from 1975-2000 80

Spruce budworm Forest tent caterpillar Other insects

Area ('000,000 ha)

70 60 50 40 30 20 10 0 1975

1980

1985

1990

1995

2000

(Can. Council Forest Ministers 2002) Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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1979

Cape Breton plot in a mature fir stand 1985 1989

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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Growth loss during a budworm outbreak Stem analysis of 89 trees from Cape Breton Island 8,000

Years moderate to severe defol.

7,000 6,000

1975-77

Volume 5,000 increment4,000 , 3 cm /yr

1975-77, 1980-81 1974-80

3,000 Start of budworm outbreak

2,000

1,000 0

1965

1970

1975

1980

1985

Ostaff & MacLean 1995 Can. J. For. Res. Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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Calibrating tree growth & survival relationships (Erdle & MacLean 1999) ď Ź

use PSP data in which all independent variables (including damage level) have been recorded for observed trees:

(a) sort trees into strata based upon the variables that affect the normal growth and survival rates (b) sort trees in each stratum by degree of damage (c) calculate stratum-specific, normal growth & survival rates using the subset of trees in each stratum exhibiting little or no pest damage (d) determine growth & survival for trees at each damage level in each stratum (e) calculate incremental effect per damage level as the ratio between growth or survival at a given damage level and the normal rates for that stratum Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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Relationships used in the STAMAN stand growth model Dependent variable

Normal Development

Pest-related Impacts

Independent variables Tree level

Stand level

[1] DBH growth

1. species 2. DBH

1. basal area 2. site

[2] Survival

1. species 2. age

1. basal area

[3] Growth loss

1. species 2. age

1. site 2. damage level

[4] Reduced survival

1. species 2. age

1. site 2. damage level

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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Erdle & MacLean 1999 For. Chron.


Construction of pest-related impacts on DBH growth & survival Cumul.

Dbh

Ratio to

defol.

incr.

normal

(%)

(mm/yr)

growth

Growth 5-yr loss

survival

(%) (% trees)

Ratio to

Reduced

normal

survival

survival

(%)

0-20

2.9

1.00 = 2.9/2.9

0

95

1.00 = 95/95

0

21-40

2.2

0.75 = 2.2/2.9

25

95

1.00 = 95/95

0

41-60

1.5

0.52 = 1.5/2.9

48

85

0.89 = 85/95

11

61-80

1

0.34 = 1.0/2.9

66

60

0.63 = 60/95

37

81-100

0.5

0.17 = 0.5/2.9

83

20

0.21 = 20/95

79

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

10

Erdle & MacLean 1999 For. Chron.


Construction of pest-related impacts on DBH growth & survival Cumul.

Dbh

Ratio to

defol.

incr.

normal

(%)

(mm/yr)

growth

Growth 5-yr loss

survival

(%) (% trees)

Ratio to

Reduced

normal

survival

survival

(%)

0-20

2.9

1.00 = 2.9/2.9

0

95

1.00 = 95/95

0

21-40

2.2

0.75 = 2.2/2.9

25

95

1.00 = 95/95

0

41-60

1.5

0.52 = 1.5/2.9

48

85

0.89 = 85/95

11

61-80

1

0.34 = 1.0/2.9

66

60

0.63 = 60/95

37

81-100

0.5

0.17 = 0.5/2.9

83

20

0.21 = 20/95

79

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

11

Erdle & MacLean 1999 For. Chron.


Construction of pest-related impacts on DBH growth & survival Cumul.

Dbh

Ratio to

defol.

incr.

normal

(%)

(mm/yr)

growth

Growth 5-yr loss

survival

(%) (% trees)

Ratio to

Reduced

normal

survival

survival

(%)

0-20

2.9

1.00 = 2.9/2.9

0

95

1.00 = 95/95

0

21-40

2.2

0.75 = 2.2/2.9

25

95

1.00 = 95/95

0

41-60

1.5

0.52 = 1.5/2.9

48

85

0.89 = 85/95

11

61-80

1

0.34 = 1.0/2.9

66

60

0.63 = 60/95

37

81-100

0.5

0.17 = 0.5/2.9

83

20

0.21 = 20/95

79

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

12

Erdle & MacLean 1999 For. Chron.


Construction of pest-related impacts on DBH growth & survival Cumul.

Dbh

Ratio to

defol.

incr.

normal

(%)

(mm/yr)

growth

Growth 5-yr loss

survival

(%) (% trees)

Ratio to

Reduced

normal

survival

survival

(%)

0-20

2.9

1.00 = 2.9/2.9

0

95

1.00 = 95/95

0

21-40

2.2

0.75 = 2.2/2.9

25

95

1.00 = 95/95

0

41-60

1.5

0.52 = 1.5/2.9

48

85

0.89 = 85/95

11

61-80

1

0.34 = 1.0/2.9

66

60

0.63 = 60/95

37

81-100

0.5

0.17 = 0.5/2.9

83

20

0.21 = 20/95

79

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

13

Erdle & MacLean 1999 For. Chron.


Construction of pest-related impacts on DBH growth & survival Cumul.

Dbh

Ratio to

defol.

incr.

normal

(%)

(mm/yr)

growth

Growth 5-yr loss

survival

(%) (% trees)

Ratio to

Reduced

normal

survival

survival

(%)

0-20

2.9

1.00 = 2.9/2.9

0

95

1.00 = 95/95

0

21-40

2.2

0.75 = 2.2/2.9

25

95

1.00 = 95/95

0

41-60

1.5

0.52 = 1.5/2.9

48

85

0.89 = 85/95

11

61-80

1

0.34 = 1.0/2.9

66

60

0.63 = 60/95

37

81-100

0.5

0.17 = 0.5/2.9

83

20

0.21 = 20/95

79

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

14

Erdle & MacLean 1999 For. Chron.


STAMAN growth loss calibration 120 A. Relative growth by species

DBH growth, %

100 80 60

• 356 CFS PSPs 123 stands, >4400 trees, 1983-1999

40 20 0 0

20

40

60

80

100

100

• 929 PSPs NB Coop. G&Y Network, 22,350 trees, 1987-1999

B. Growth reduction, all species combined

Growth reduction, %

Erdle & MacLean 1999 For. Chron.

Balsam fir Red/black spruce White spruce

80 60 40 20 0 0

20

40

60

80

Post Harvest Stand Development Conf. Cumulative defoliation, %

100

Jan. 31, 2006

MacLean

15


Manual defoliation expt. – bF, wS, bS 0.6 0.6

Balsam Dry/Rich fir Dry/Poor

Mean SVI (cm3/cm2/yr)

0.5 0.5

0.6 0.5

0.4 0.4

0.4

0.3 0.3

0.3

0.2 0.2

0.2

0.1 0.1 0

Dry rich sites

0.7 0.5 0.5

0

Wet/Poor Moist/Rich Dry/Rich

White spruce

0.6 0.5

0.6 0.4

0.4 0.5

0.4

0.3

0.4 0.3

0.3

0.2 0.3

0.2

0.2

0.2 0.1

0.1

0.1

0.1 0

Control 100% 50% 100% + Bud

Treatment years

0.1

0

0.6 0.6

Control spruce Dry/Rich 100% Black 50% 100% + Bud

0

Wet/Poor Control 100% 50% 100% + Bud

reduced growth caused by defoliation

0

0

Time (years) 0.7 0.6 0.5 0.4

Wet/Poor

Time (years)

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

16


Factors affecting defol’n & growth reduction: 1. Species  

Defol’n bF > wS +6-9% bF > rS/bS +15-17% Growth reduction wS > rS/bS

2. Surrounding forest  

Defol’n wS in MW > SW +11% Sig. forest type * species inter. Growth reduction bF, wS, rS/bS MW < SW (ns)

3. Site – soil moisture & richness   

Defol’n well > poorly drained +7-17% rich > poor sites Defol’n bF moist-rich > wet/poor +19% Growth reduction bF wet/poor > moist/rich

MacLean and MacKinnon 1997 Can. J. For. Res. MacKinnon and MacLean 2003 For. Sci. Post Harvest Stand Conf.Can.Jan. 31, 2006 MacKinnon and Development MacLean 2004 J. For. Res.

bF balsam fir wS white spruce rS/bS red/black spruce MacLean MW mixedwood 17 SW softwood


Stand/ landscape characteristics that alter SBW population dynamics 100 80 in stands mortality 30% less with ≥ 30% hardwoods 60

(MacLean 1980, Bergeron et al 1995) 

40

effects of HW within stands, poss. in adjacent20stands landscape mosaic0 effects? 1988

1989

1990

Balsam fir defoliation, %

Hardwood content (%)

100

Hardw

80 60 40

1991

 postulated effect, never tested Year

0-20 21-40 41-60 61-80 81-100

1992 20 0 1988

1993

1989

1990

1991

1992

1993

Year Su et al. 1996 Can. J. For. Res. Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

18


Effects of hardwoods on bF defoliation Su et al. 1996 Can. J. For. Res.

Balsam fir defoliation, %

100

A. 1989

100

B. 1990

100

80

80

80

60

60

60

40

40

40

20

20

20

0

0

0

0

20

40

60

80

100

0

100

20

40

60

80

D. 1992 100 80

60

60

40

40

20

20

0

0 0

20

40

60

80

100

80

100

C. 1991

0

20

40

60

80

100

E. 1993

0

20

40

60

80

100

Hardwood content, % Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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Mature fir Immature fir Mature spruce

Mortality caused by spruce budworm is predictable, given defol. level

Immature spruce 0

20

40

60

80

100

Mortality, %

MacLean 1980 For. Chron.

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

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STAMAN mortality calibration Erdle & MacLean 1999 For. Chron. Cumulative defoliation

120

100

<41%

100

80

41-60

80

120

A. Balsam fir, actual data

B. Red-black spruce, actual data

5-year survival, %

61-80 60

60

40

40

20 0

81-100 n = 1496 646

20 120

376

40

4773

60

908

80

20 0

100

20 120

C. Balsam fir, adjusted data

100

100

80

80

60

60

40

40

20

20

0

0 20

40

60

80

100

n = 1565 2470 2995

40

5686

60

1435

80

100

D. Red-black spruce, adjusted data

20

40

Stand years Post Harvest Stand Development Conf.age,Jan. 31, 2006

60

80

MacLean

100

21


STAMAN mortality calibration 120

A. Balsam fir 100

Erdle & MacLean 1999 For. Chron.

80 60

5-year survival, %

40 NB PSP data CFS PSP data

20 0 0

20

40

60

80

100

60

80

100

120

B. Red-black spruce 100 80 60 40 20 0 0

20

40

defoliation, % Post HarvestCumulative Stand Development Conf. Jan. 31, 2006

MacLean

22


200

200

A. Fir dominated - immature

150

150

100

100

B. Fir dominated - mature

81% Loss

62% Loss

3

Softwood merchantable volume, m /ha

50

50 Outbreak

Outbreak

0

0 20

200

30

40

50

60

70

80

90

100

50 200

C. Fir-spruce mix - immature

150

150

100

100

60

70

80

90

100

110

120

110

120

D. Fir-spruce mix - mature

77% Loss

50% Loss

50

50 Outbreak

Outbreak

0

0 20

200

30

40

50

60

70

80

90

100

50 200

E. Spruce dominated - immature

150

150

100

100

60

70

80

90

100

F. Spruce dominated - mature

No Defoliation

STAMAN stand growth model forecasts of development for 6 stand types, under 3 scenarios: 1) no defoliation, 2) limiting max. defol. <40% by insecticide spraying, & 3) uncontrolled budworm outbreak (no protection).

Max Defol = 40% 58% Loss

36% Loss

50

50 Outbreak

No Protection

Outbreak

0

Erdle & MacLean 1999 For. Chron.

0 20

30

40

50

60

70

80

90

100

50

60

70

80

90

Post Harvest Stand Conf. StandDevelopment age, years

100

110

120

Jan. 31, 2006

MacLean

23


Budworm impact plots in eastern Canada 

Cape Breton, Nova Scotia 

70 PSPs 1976-1985 - mortality & growth impacts (MacLean and Ostaff 1989, Ostaff and MacLean 1995)

New Brunswick 

356 CFS PSPs (123 stands, >4400 trees, 1983-1999) + 929 PSPs NB Coop. G&Y Network – mortality & growth (Erdle & MacLean 1999), soil drainage effects (MacLean & MacKinnon 1997)

 

40 stands (120 plots) – landscape & stand effects on defol. & growth (MacKinnon & MacLean 2003, 2004) 25 stands (75 plots) – effects of hardwoods on defol. & growth impact (Su et al. 1996, Needham et al. 1999) 12 plots – artificial defoliation of balsam fir, white & red/black spruce (MacLean et al. unpubl.) Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

24


Spruce Budworm DSS  GIS-based decision support system  uses defol.-based growth model and timber supply model  predicts timber supply benefits of protection or forest restructuring at scheduled time of harvest 

restructuring at scheduled time of harvest user can draw spray or harvest blocks & get m33/ha benefits bF 80% SP20% Immature CC 60%

Protected volume loss

180

Effect of protection on merch. volume, m3/ha

120

Unprotected

60 0 Now

+5

+10

+15

+20

+25

Year Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

25


Spruce Budworm DSS

MacLean et al. 2001 Can. J. For. Res.

Volume loss m3/ha 0-30 61-90 >91 Implem. for all forest in NB, test areas in AB, SK, ON, QC Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

26


Potential volume loss caused by SBW outbreak scenario 5.0M ha spruce-fir Potential losses for NB: Normal outbreak 82M m3 Severe outbreak 203M m3 MacLean et al. 2002 For. Chron. Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

27


Sensitivity of AAC in NB to SBW & protection?

Volume (millions m 3)

100

100

Severe budworm outbreak

Normal budworm outbreak 80

80 Harvestable Growing Stock

60 40 20

20

0

0 5

10

0 20 40 60 80 100

40

Mgmt. plan harvest level

0

Area not protected(%)

60

15

20

25

30

35

40

0

5

10

15

20

25

30

35

Years Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

28

40


How does budworm affect deer habitat? Proportion of susceptible stands in deer wintering areas that achieve the habitat criterion 15 years after a SBW outbreak

Beaton et al. 2002 Post Harvest Stand Development Conf.

Moderate Outbreak Jan. 31, 2006

Severe Outbreak MacLean

29


Conclusions – Incorp. SBW into G&Y 1. relationships for growth & mortality vs. defol.  

growth vs. defol. relationship similar among bF, wS, r/bS mortality vs defol. bF > wS > r/bS

2. PSP data on indiv. tree defol., growth, mortality 3. calibrated defol.-based stand growth model (Erdle & MacLean 1999 For. Chron.)

4. use in DSS stand impact matrix 

% volume loss as f (defol’n, species comp., age, silv.)

5. DSS "value-added" conversion inventory/ monitoring data 

raw data on no. insects, defol. converted to stand structure changes, productivity/AAC values

6. analysis of poss. future scenarios useful 

insecticide protection planning, rescheduling, salvage planning

Post Harvest Stand Development Conf.

Jan. 31, 2006

MacLean

30


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