Soil compaction and vegetation cover in a Scots pine stand at the Mediterranean rangelands

Right development of ROOT SYSTEMS is essential to ensure seedling survival in the initial stages of natural regeneration processes. Soil compaction determines this development both because of its influence on soil Tª & moisture dynamics and for its direct effect on soil mechanical impedance to root growth. All this effects can be assessed as a whole through soil penetration resistance (Soil Strength) measurements. SOIL STRENGTH has been usually evaluated in forest research in connection with severe disturbances derived from heavy machinery works during forest operations. Nevertheless, undisturbed soils are also expected to show different levels of compaction for root development. Organic matter modifies soil structure and so on porosity, compaction and resultant soil resistance to penetration. Its concentration in surface layers is rather related to vegetation cover composition and density. So within forest stands, a relationship is expected to be found between VEGETATION COVER density and compaction measured as resistance to penetration (soil strength)

An integral model for natural regeneration of Pinus pinea L. in the Northern Plateau (Spain) = Modelo integral de regeneración natural para Pinus pinea L. en la Meseta Norte (España)

Natural regeneration is an ecological key-process that makes plant persistence possible and, consequently, it constitutes an essential element of sustainable forest management. In this respect, natural regeneration in even-aged stands of Pinus pinea L. located in the Spanish Northern Plateau has not always been successfully achieved despite over a century of pine nut-based management. As a result, natural regeneration has recently become a major concern for forest managers when we are living a moment of rationalization of investment in silviculture. The present dissertation is addressed to provide answers to forest managers on this topic through the development of an integral regeneration multistage model for P. pinea stands in the region. From this model, recommendations for natural regeneration-based silviculture can be derived under present and future climate scenarios. Also, the model structure makes it possible to detect the likely bottlenecks affecting the process. The integral model consists of five submodels corresponding to each of the subprocesses linking the stages involved in natural regeneration (seed production, seed dispersal, seed germination, seed predation and seedling survival). The outputs of the submodels represent the transitional probabilities between these stages as a function of climatic and stand variables, which in turn are representative of the ecological factors driving regeneration. At subprocess level, the findings of this dissertation should be interpreted as follows. The scheduling of the shelterwood system currently conducted over low density stands leads to situations of dispersal limitation since the initial stages of the regeneration period. Concerning predation, predator activity appears to be only limited by the occurrence of severe summer droughts and masting events, the summer resulting in a favourable period for seed survival. Out of this time interval, predators were found to almost totally deplete seed crops. Given that P. pinea dissemination occurs in summer (i.e. the safe period against predation), the likelihood of a seed to not be destroyed is conditional to germination occurrence prior to the intensification of predator activity. However, the optimal conditions for germination seldom take place, restraining emergence to few days during the fall. Thus, the window to reach the seedling stage is narrow. In addition, the seedling survival submodel predicts extremely high seedling mortality rates and therefore only some individuals from large cohorts will be able to persist. These facts, along with the strong climate-mediated masting habit exhibited by P. pinea, reveal that viii the overall probability of establishment is low. Given this background, current management –low final stand densities resulting from intense thinning and strict felling schedules– conditions the occurrence of enough favourable events to achieve natural regeneration during the current rotation time. Stochastic simulation and optimisation computed through the integral model confirm this circumstance, suggesting that more flexible and progressive regeneration fellings should be conducted. From an ecological standpoint, these results inform a reproductive strategy leading to uneven-aged stand structures, in full accordance with the medium shade-tolerant behaviour of the species. As a final remark, stochastic simulations performed under a climate-change scenario show that regeneration in the species will not be strongly hampered in the future. This resilient behaviour highlights the fundamental ecological role played by P. pinea in demanding areas where other tree species fail to persist.

Modelling Pinus pinea forest management to attain natural regeneration under present and future climatic scenarios

Natural regeneration-based silviculture has been increasingly regarded as a reliable option in sustainable forest management. However, successful natural regeneration is not always easy to achieve. Recently, new concerns have arisen because of changing future climate. To date, regeneration models have proved helpful in decision-making concerning natural regeneration. The implementation of such models into optimization routines is a promising approach in providing forest managers with accurate tools for forest planning. In the present study, we present a stochastic multistage regeneration model for Pinus pinea L. managed woodlands in Central Spain, where regeneration has been historically unsuccessful. The model is able to quantify recruitment under different silviculture alternatives and varying climatic scenarios, with further application to optimize management scheduling. The regeneration process in the species showed high between-year variation, with all subprocesses (seed production, dispersal, germination, predation, and seedling survival) having the potential to become bottlenecks. However, model simulations demonstrate that current intensive management is responsible for regeneration failure in the long term. Specifically, stand densities at rotation age are too low to guarantee adequate dispersal, the optimal density of seed-producing trees being around 150 stems·ha−1. In addition, rotation length needs to be extended up to 120 years to benefit from the higher seed production of older trees. Stochastic optimization confirms these results. Regeneration does not appear to worsen under climate change conditions; the species exhibiting resilience worthy of broader consideration in Mediterranean silviculture.

Functional response of Ulmus minor Mill. to drought, flooding and dutch elm disease

Ulmus minor es una especie arbórea originaria de Europa cuyas poblaciones han sido diezmadas por el hongo patógeno causante de la enfermedad de la grafiosis. La conservación de los olmos exige plantearse su propagación a través de plantaciones y conocer mejor su ecología y biología. Ulmus minor es un árbol de ribera, pero frecuentemente se encuentra alejado del cauce de arroyos y ríos, donde la capa freática sufre fuertes oscilaciones. Por ello, nuestra hipótesis general es que esta especie es moderadamente resistente tanto a la inundación como a la sequía. El principal objetivo de esta tesis doctoral es entender desde un punto de vista funcional la respuesta de U. minor a la inundación, la sequía y la infección por O. novo-ulmi; los factores que posiblemente más influyen en la distribución actual de U. minor. Con este objetivo se persigue dar continuidad a los esfuerzos de conservación de esta especie que desde hace años se dedican en varios centros de investigación a nivel mundial, ya que, entender mejor los mecanismos que contribuyen a la resistencia de U. minor ante la inoculación con O. novo-ulmi y factores de estrés abiótico ayudará en la selección y propagación de genotipos resistentes a la grafiosis. Se han planteado tres experimentos en este sentido. Primero, se ha comparado la tolerancia de brinzales de U. minor y U. laevis – otro olmo ibérico – a una inmersión controlada con el fin de evaluar su tolerancia a la inundación y comprender los mecanismos de aclimatación. Segundo, se ha comparado la tolerancia de brinzales de U. minor y Quercus ilex – una especie típica de ambientes Mediterránea secos – a la falta de agua en el suelo con el fin de evaluar el grado de tolerancia y los mecanismos de aclimatación a la sequía. El hecho de comparar dos especies contrastadas responde al interés en entender mejor cuales son los procesos que conducen a la muerte de una planta en condiciones de sequía – asunto sobre el que hay una interesante discusión desde hace algunos años. En tercer lugar, con el fin de entender mejor la resistencia de algunos genotipos de U. minor a la grafiosis, se han estudiado las diferencias fisiológicas y químicas constitutivas e inducidas por O. novo-ulmi entre clones de U. minor seleccionados a priori por su variable grado de resistencia a esta enfermedad. En el primer experimento se observó que los brinzales de U. minor sobrevivieron 60 días inmersos en una piscina con agua no estancada hasta una altura de 2-3 cm por encima del cuello de la raíz. A los 60 días, los brinzales de U. laevis se sacaron de la piscina y, a lo largo de las siguientes semanas, fueron capaces de recuperar las funciones fisiológicas que habían sido alteradas anteriormente. La conductividad hidráulica de las raíces y la tasa de asimilación de CO2 neta disminuyeron en ambas especies. Por el contrario, la tasa de respiración de hojas, tallos y raíces aumentó en las primeras semanas de la inundación, posiblemente en relación al aumento de energía necesario para desarrollar mecanismos de aclimatación a la inundación, como la hipertrofia de las lenticelas que se observó en ambas especies. Por ello, el desequilibrio del balance de carbono de la planta podría ser un factor relevante en la mortalidad de las plantas ante inundaciones prolongadas. Las plantas de U. minor (cultivadas en envases de 16 litros a media sombra) sobrevivieron por un prolongado periodo de tiempo en verano sin riego; la mitad de las plantas murieron tras 90 días sin riego. El cierre de los estomas y la pérdida de hojas contribuyeron a ralentizar las pérdidas de agua y tolerar la sequía en U. minor. Las obvias diferencias en tolerancia a la sequía con respecto a Q. ilex se reflejaron en la distinta capacidad para ralentizar la aparición del estrés hídrico tras dejar de regar y para transportar agua en condiciones de elevada tensión en el xilema. Más relevante es que las plantas con evidentes síntomas de decaimiento previo a su muerte exhibieron pérdidas de conductividad hidráulica en las raíces del 80% en ambas especies, mientras que las reservas de carbohidratos apenas variaron y lo hicieron de forma desigual en ambas especies. Árboles de U. minor de 5 y 6 años de edad (plantados en eras con riego mantenido) exhibieron una respuesta a la inoculación con O. novo-ulmi consistente con ensayos previos de resistencia. La conductividad hidráulica del tallo, el potencial hídrico foliar y la tasa de asimilación de CO2 neta disminuyeron significativamente en relación a árboles inoculados con agua, pero solo en los clones susceptibles. Este hecho enlaza con el perfil químico “más defensivo” de los clones resistentes, es decir, con los mayores niveles de suberina, ácidos grasos y compuestos fenólicos en estos clones que en los susceptibles. Ello podría restringir la propagación del hongo en el árbol y preservar el comportamiento fisiológico de los clones resistentes al inocularlos con el patógeno. Los datos indican una respuesta fisiológica común de U. minor a la inundación, la sequía y la infección por O. novo-ulmi: pérdida de conductividad hidráulica, estrés hídrico y pérdida de ganancia neta de carbono. Pese a ello, U. minor desarrolla varios mecanismos que le confieren una capacidad moderada para vivir en suelos temporalmente anegados o secos. Por otro lado, el perfil químico es un factor relevante en la resistencia de ciertos genotipos a la grafiosis. Futuros estudios deberían examinar como este perfil químico y la resistencia a la grafiosis se ven alteradas por el estrés abiótico. ABSTRACT Ulmus minor is a native European elm species whose populations have been decimated by the Dutch elm disease (DED). An active conservation of this species requires large-scale plantations and a better understanding of its biology and ecology. U. minor generally grows close to water channels. However, of the Iberian riparian tree species, U. minor is the one that spread farther away from rivers and streams. For these reasons, we hypothesize that this species is moderately tolerant to both flooding and drought stresses. The main aim of the present PhD thesis is to better understand the functional response of U. minor to the abiotic stresses – flooding and drought – and the biotic stress – DED – that can be most influential on its distribution. The overarching goal is to aid in the conservation of this emblematic species through a better understanding of the mechanisms that contribute to resistance to abiotic and biotic stresses; an information that can help in the selection of resistant genotypes and their expansion in large-scale plantations. To this end, three experiments were set up. First, we compared the tolerance to experimental immersion between seedlings of U. minor and U. laevis – another European riparian elm species – in order to assess their degree of tolerance and understand the mechanisms of acclimation to this stress. Second, we investigated the tolerance to drought of U. minor seedlings in comparison with Quercus ilex (an oak species typical of dry Mediterranean habitats). Besides assessing and understanding U. minor tolerance to drought at the seedling stage, the aim was to shed light into the functional alterations that trigger drought-induced plant mortality – a matter of controversy in the last years. Third, we studied constitutive and induced physiological and biochemical differences among clones of variable DED resistance, before and following inoculation with Ophiostoma novo-ulmi. The goal is to shed light into the factors of DED resistance that is evident in some genotypes of U. minor, but not others. Potted seedlings of U. minor survived for 60 days immersed in a pool with running water to approximately 2-3 cm above the stem collar. By this time, U. minor seedlings died, whereas U. laevis seedlings moved out of the pool were able to recover most physiological functions that had been altered by flooding. For example, root hydraulic conductivity and leaf photosynthetic CO2 uptake decreased in both species; while respiration initially increased with flooding in leaves, stems and roots possibly to respond to energy demands associated to mechanisms of acclimation to soil oxygen deficiency; as example, a remarkable hypertrophy of lenticels was soon observed in flooded seedlings of both species. Therefore, the inability to maintain a positive carbon balance somehow compromises seedling survival under flooding, earlier in U. minor than U. laevis, partly explaining their differential habitats. Potted seedlings of U. minor survived for a remarkable long time without irrigation – half of plants dying only after 90 days of no irrigation in conditions of high vapour pressure deficit typical of summer. Some mechanisms that contributed to tolerate drought were leaf shedding and stomata closure, which reduced water loss and the risk of xylem cavitation. Obviously, U. minor was less tolerant to drought than Q. ilex, differences in drought tolerance resulting mostly from the distinct capacity to postpone water stress and conduct water under high xylem tension among species. More relevant was that plants of both species exhibited similar symptoms of root hydraulic failure (i.e. approximately 80% loss of hydraulic conductivity), but a slight and variable depletion of non-structural carbohydrate reserves preceding dieback. Five- and six-year-old trees of U. minor (planted in the field with supplementary watering) belonging to clones of contrasted susceptibility to DED exhibited a different physiological response to inoculation with O. novo-ulmi. Stem hydraulic conductivity, leaf water potential and photosynthetic CO2 uptake decreased significantly relative to control trees inoculated with water only in DED susceptible clones. This is consistent with the “more defensive” chemical profile observed in resistant clones, i.e. with higher levels of saturated hydrocarbons (suberin and fatty acids) and phenolic compounds than in susceptible clones. These compounds could restrict the spread of O. novo-ulmi and contribute to preserving the near-normal physiological function of resistant trees when exposed to the pathogen. These results evidence common physiological responses of U. minor to flooding, drought and pathogen infection leading to xylem water disruption, leaf water stress and reduced net carbon gain. Still, seedlings of U. minor develop various mechanisms of acclimation to abiotic stresses that can play a role in surviving moderate periods of flood and drought. The chemical profile appears to be an important factor for the resistance of some genotypes of U. minor to DED. How abiotic stresses such as flooding and drought affect the capacity of resistant U. minor clones to face O. novo-ulmi is a key question that must be contemplated in future research.

La regeneración natural del pino silvestre (Pinus sylvestris L.) en el Valle del Lozoya (Madrid): germinación y supervivencia inicial

La fase de establecimiento del regenerado es un proceso crítico para el desarrollo posterior de la masa tanto por las elevadas tasas de mortalidad que habitualmente lleva asociadas, como por proporcionar el material de partida del que van a disponer las fases subsiguientes. Las restricciones a la germinación y establecimiento de la regeneración del pino silvestre varían enormemente entre las distintas regiones de su extensa área de distribución geográfica. La región Mediterránea constituye un hábitat marginal de la especie en el que las condiciones ecológicas son muy diferentes a las del grueso de su área de distribución. Frente a otras limitaciones (frío, luz, encharcamiento…), en el entorno mediterráneo la tasa de mortalidad parece estar asociada a las condiciones micrometeorológicas del período estival - particularmente, a la sequía -, así como a la presencia excesiva de ganado o ungulados silvestres. No obstante, la mayoría de la información disponible sobre el proceso de regeneración de la especie procede del centro y norte de Europa, por lo que no es de aplicación directa en nuestra región, en la que los estudios de este tipo son mucho más escasos. El presente trabajo pretende contribuir a paliar esta relativa escasez a través del estudio del proceso de regeneración natural en el monte “Cabeza de Hierro”, masa irregular por bosquetes de pino silvestre, paradigma de gestión sostenible y uso múltiple. En este entorno, se pretende caracterizar y cuantificar tanto el proceso de germinación y supervivencia de la especie como la influencia de la cobertura vegetal (estratos arbóreo, arbustivo y herbáceo, y capa de restos vegetales) en su desarrollo. Se persigue así mismo analizar el efecto de la compactación del suelo sobre la persistencia de la masa y contrastar y comparar la eficacia de dos tratamientos edáficos de ayuda a la regeneración: escarificado y decapado+acaballonado. Con este fin se han planteado dos diseños experimentales consistentes en sendas redes de muestreo (Red de Muestreo I o RM I y Red de Muestreo II o RM II) integradas, respectivamente, por 192 y 24 parcelas de 1,5x1,5 m ubicadas bajo distintas condiciones de cobertura vegetal. Sobre una parte de estas parcelas (1/4 en la Red de Muestreo I; 1/2 en la Red de Muestreo II) se han aplicado tratamientos de ayuda a la regeneración (RM I: escarificado; RM II: decapado+acaballonado) y, tras llevar a cabo siembras controladas al inicio del período vegetativo, se han practicado controles periódicos de germinación y supervivencia durante uno (RM II) y tres años consecutivos (RM I). Se han realizado así mismo mediciones complementarias de variables micrometeorológicas, espesura, recubrimiento superficial del suelo y compactación. Los resultados obtenidos a partir de las experiencias realizadas en el monte objeto de estudio permiten concluir que, en relación con el proceso de regeneración natural de la especie en este tipo masa y entorno: 1) la regeneración del pino silvestre durante el primer período vegetativo presenta una tasa de éxito muy baja (1,4% de los sembrados), provocada por una elevada mortalidad durante el primer período estival (>92%) subsiguiente a una germinación de en torno al 17% de las semillas viables que llegan al suelo; 2) la mortalidad sigue siendo elevada hasta el tercer período vegetativo, en que comienza a reducirse significativamente hasta alcanzar el 45%; 3) la cobertura vegetal influye significativamente tanto en el proceso de germinación como en el de supervivencia, aunque ambos procesos presentan una baja correlación linear que pone de manifiesto que los lugares idóneos para la germinación no siempre son los más adecuados para la supervivencia; 4) la escarificación del suelo mejora las tasas iniciales de germinación y supervivencia, pero empeora la tasa de supervivencia posterior (años 2 y 3), por lo que su efecto a medio plazo no resulta significativo; 5) el decapado+acaballonado presenta mejores resultados que el escarificado durante el primer verano, aunque sólo resulta efectivo en condiciones intermedias de espesura de masa; 6) la compactación edáfica no resulta limitante para la productividad ni la persistencia de la masa considerada. ABSTRACT Seedling establishment is critical for later stand progress because it involves high mortality rates and the surviving saplings constitute the starting material for all the subsequent stages. Restrictions for Scots pine germination and seedling survival may vary greatly across its geographical range, as it is widely distributed within north latitudes. Mediterranean region is a marginal sector within this species range and its ecological conditions differ greatly from those of the bulk of the area. Mortality rates in Mediterranean environments seem to be related to summer weather (mainly drought) and high livestock stocking rather than to cold, light or flooding. Most available information on scots pine regeneration process comes from north European experiences and is not transferable to Spanish forests, whereas studies on Mediterranean region are much scarcer. The present work aims at broadening Scots pine regeneration knowledge within Mediterranean region by analyzing its establishment process in the “Cabeza de Hierro” forest: a Scots pine uneven-aged forest at blocklevel scale, exemplary managed for multi-services purpose. Germination and surviving processes are to be characterized and quantified as to vegetation cover both in trees, shrubs, grass and litter strata. Soil compaction effects on forest sustainability are also assessed and the efficacy of some site preparation techniques on regeneration success is tested and compared (scarification vs. scalping+mounding). Two sampling networks comprising respectively 198 (SN I) and 24 plots (SN II) of 1.5x1.5m have been established over a wide range of vegetal cover conditions within the forest. Soil preparation techniques have been applied only to some of the sampling points; namely, 1 out of 4 plots have been scarified within Sampling Network I , while 1 out of 2 plots have been object of scalping & mounding within Sampling Network II. After localized sowing prior to growing season, germination and surviving have been periodically sampled for either one (SN II) or three years (SN I). Supplementary measures for micrometeorological variables, stand density, ground vegetal cover and compaction have also been carried out. Results obtained for the studied forest lead to the following insights regarding Scots pine natural regeneration process within this sort of forest and environment: 1) seedling establishment success rate is quite low (0,15% of sowing seeds), due to high mortality during the first summer (>92%), following a prior 17% rate of germination over viable seeds reaching the soil; 2) mortality rate remains high until the third year after emergence and then decreases to the 50% of surviving; 3) although vegetal cover significantly affects both seedling germination and survival, lineal correlation between those two processes is rather low, which may indicate that places fit for emergence are not necessarily suitable for summer surviving; 4) soil scarification improves both germination and survival during the first growing season, but it is associated to higher mortality rates during the next two years; hence it has no significant medium term effect; 5) scalping & mounding treatment is more effective than scarification concerning establishment improving during the first summer; but its effects are only significant under intermediate stand density levels; 6) soil compaction does not restrict either forest productivity or persistence, despite the area’s long history of high livestock stocking rates and mechanized logging.