USDA Forest Service * Research & Development
Southern Research Station

In winter of 2005, the Southern Research Station (SRS) launched the first issue of Compass, a new quarterly magazine featuring the SRS science and scientists. Compass includes the catalog of articles of the previous smaller publication of the same name. In addition, each issue will feature three or four articles on an issue selected for its pertinence to forest ecosystems and quality of life in the South.

The Winter 2005 issue of Compass focuses on biomass as a potential renewable energy source and income generator for rural communities in the South. The spring issue will focus on nonnative invasive plants, the summer on longleaf pine, and fall on forest fragmentation and urbanization.


Compass:
perspectives & tools to benefit southern forest resources  - Winter 2005

The Biomass Challenge
What are we going to do with all that wood?
 

The Winter 2005 edition of Compass marks a dramatic change in design and content.  If you have only been receiving electronic copies of this document you may want to subscribe to our hard copy mailing list.  (Issues of the SRS Compass will be mailed to you at no charge.)

As with all previous versions of Compass, we will continue to make all information contained within this publication is available electronically.

www.srs.fs.usda.gov/compass/

Download this Issue of Compass

 

Southern Pine Ecosystems

Brockway, Dale G.; Outcalt, Kenneth W.; Tomczak, Donald J.; Johnson, Everett E. 2005. Restoring longleaf pine forest ecosystems in the Southern United States. In: Stanturf, John A.; Madsen, Palle, eds. Restoration of boreal and temperate forests. Boca Raton, FL: CRC Press: 501-519.

Longleaf pine (Pinus palustris) ecosystems are native to nine states of the southern region of the United States. Longleaf pine can grow on a variety of site types including wet flatwoods and savannahs along the Atlantic and Gulf Coastal Plain, higher droughty sand deposits from the fall line sandhills to the central ridge of Florida, and the montane slopes and ridges of Alabama and northwest Georgia up to 600 m. This region has a humid subtropical climate. Maximum July temperatures average 29°C to > 35°C while minima during January range from 0 to 13°C. The mean annual precipitation is 1,040 to 1,750 mm and is well distributed through the year. The growing season is comparatively long, ranging from 300+ days in Florida to 220 days along the northern limit of longleaf. During the late summer and fall, hurricanes can develop over the Atlantic Ocean, move westward, and impact coastal plain forests. Such tropical storms are one of the principal large-scale disturbance agents for longleaf pine forests growing near the seacoast.

 

Clark, Alexander, III. 2004. Impact of vegetation control and annual fertilization on properties of loblolly pine wood at age 12. Forest Products Journal. 54 (12): 90-96.

Loblolly pine (Pinus taeda L.) stands in the Coastal Plain and Piedmont of Georgia were subjected to four intensive silvicultural regimes to monitor and record relative tree growth. Treatments included intensive mechanical site preparation; complete vegetation control with multiple applications of herbicides; annual high rates of nitrogen fertilization; and complete vegetation control plus annual high rates of nitrogen fertilization. In response to the intense cultural practices, growth increased 270 percent in the Coastal Plain and 58 percent in the Piedmont compared to the intensive mechanical site preparation treatment. Increment cores were collected from trees at age 12 to determine the impact of intensive cultural practices on earlywood and latewood specific gravity and duration of juvenility. Trees were also felled to determine the impact of intensive cultural practices on wood stiffness, strength, and toughness.

Cohen, Susan; Braham, Richard; Sanchez, Felipe. 2004. Seed bank viability in disturbed longleaf pine sites. Restoration Ecology. 12 (4): 503-515.

Some of the most species-rich areas and highest concentrations of threatened and endangered species in the Southeastern United States are found in wet savannah and flatwood longleaf pine (Pinus palustris Mill.) communities. Where intensive forestry practices have eliminated much of the natural understory of the longleaf ecosystem, the potential for reestablishment through a seed bank may present a valuable restoration opportunity. Longleaf pine sites converted to loblolly pine plantations and non-disturbed longleaf sites on the Coastal Plain of North Carolina were examined for seed bank presence and diversity. Conducting vegetation surveys and examining the seed bank using the seedling emergence technique allowed for verification of the seed bank presence, as well as evaluation of the quality of the seed bank on disturbed longleaf pine sites. Forty-three species and over 1,000 individuals germinated, and the seed banks of both the disturbed and non-disturbed stand types contained species not noted in the vegetation survey. Although many of these species were considered weedy and typical of disturbance, numerous taxa were indicative of stable longleaf pine communities. This study confirms both the presence and quality of seed banks in highly disturbed former longleaf pine sites, suggesting that the seed bank may be an important tool in restoration efforts.

Fischer, Joseph B.; Miller, James H. 2004. Ion chromatography as an alternate to standard methods for analysis of macronutrients in Mehlich 1 extracts of unfertilized forest soils. Communications in Soil Science and Plant Analysis. 35 (15-16): 2191-2208.

This study evaluates ion chromatography (IC) as an alternative to atomic absorption (AA) and inductively coupled plasma spectrometry (ICP) for analysis of potassium (K), magnesium (Mg), and calcium (Ca), and as an alternative to antimonylmolybdate colorimetry and ICP for analysis of phosphorus (P) macronutrients in Mehlich 1 extracts. Soils typical of pine forests in the Southeastern United States were tested. IC correlates well with AA and ICP for K and Ca, but not for Mg, unless conditions are chosen that resolve Mg from manganese (Mn). IC does not correlate very well with colorimetry for P at extract levels below 2 mg kg-1 or in extracts with high levels of dissolved organic matter complexes of aluminum (Al) and iron (Fe). ICP results for P exceed both IC and colorimetry by 3-5 mg kg-1 for all soils tested. The merits of IC relative to AA, ICP, and colorimetry for forest soil testing are discussed.

Rudolph, D. Craig; Ely, Charles, A. 2000. The influence of fire on Lepidopteran abundance and community structure in forested habitats of eastern Texas. Texas Journal of Science. 52 (4) supplement: 127-138.

Transect surveys were used to examine the influence of fire on lepidopteran communities (Papilionoidea and Hesperioidea) in forested habitats in eastern Texas. Lepidopteran abundance was greater in pine forests where prescribed fire maintained an open mid- and understory compared to forests where fire had less impact on forest structure. Abundance of nectar sources paralleled this pattern of abundance. Taxonomic groups of Lepidoptera varied across forest types in patterns coincident with their dependence on nectar sources and tendency to fly in shaded habitats.
Wetlands, Bottomlands, and Streams

Adams, Susan B.; Warren, Melvin L., Jr.; Haag, Wendell R. 2004. Spatial and temporal patterns in fish assemblages of Upper Coastal Plain streams, Mississippi, USA. Hydrobiologia. 528: 45-61.

We assessed spatial, seasonal, and annual variation in fish assemblages over 17 months in three small- to medium-sized, incised streams characteristic of northwestern Mississippi streams. We sampled 17,962 fish representing 52 species and compared assemblages within and among streams. Although annual and seasonal variability in assemblage structure was high, fish assemblages maintained characteristics unique to each stream. High variability in fish catch-per-unit-effort (CPUE) was exemplified in one site where total CPUE increased an order of magnitude from July 1993 to 1994. Species turnover and percent dissimilarity were often higher seasonally than annually, consistent with a period of change in spring to early summer and a return to similar species compositions between summers. Temporal variability was also high at the individual species level, and no species were classified as “stable.” Flashy hydrographs, created in part by stream channelization and incisions and watershed deforestation, may play a large role in structuring these fish assemblages. Extreme interannual variability in assemblages in the absence of detectable habitat change has important implications for the statistical power of fish monitoring programs designed to detect trends in fish assemblages over time.

Coleman, Mark D.; Friend, Alexander, L.; Kern, Christel C. 2004. Carbon allocation and nitrogen acquisition in a developing Populus deltoides plantation. Tree Physiology. 24: 1347-1357.

We established Populus deltoides Bartr. stands differing in nitrogen (N) availability and tested if: • N-induced carbon (C) allocation could be explained by developmental allocation controls; • N uptake per unit root mass, i.e., specific N-uptake rate, increased with N availability. Closely spaced (1 × 1 m) stands were treated with 50, 100, and 200 kg N ha-1 year 1-1 of time-release balanced fertilizer (50N, 100N, and 200N) and compared with unfertilized controls (0N). Measurements were made during two complete growing seasons from May 1998 through October 1999. Repeated nondestructive measurements were carried out to determine stem height and diameter, leaf area, and fine-root dynamics. In October of both years, above- and belowground biomass was harvested, including soil cores for fine-root biomass. Leaves were harvested in July 1999. Harvested tissues were analyzed for C and N content. Nondestructive stem diameter and fine-root dynamic measurements were combined with destructive harvest data to estimate whole-tree biomass and N content at the end of the year, and to estimate specific N-uptake rates during the 1999 growing season. Shoot growth response was greater in fertilized trees than in control trees; however, the 100N and 200N treatments did not enhance growth more than the 50N treatment. Root biomass proportions decreased over time and with increasing fertilizer treatment. Fertilizer-induced changes in allocation were explained by accelerated development. Specific N-uptake rates increased during the growing season and were higher for fertilized trees than for control trees.

Gardiner, Emile S.; Stanturf, John A.; Schweitzer, Callie J. 2004. An afforestation system for restoring bottomland hardwood forests: biomass accumulation of Nuttall oak seedlings interplanted beneath eastern cottonwood. Restoration Ecology. 12 (4): 525-532.

Bottomland hardwood forests of the Southeastern United States have declined in extent since European settlement. Forest restoration activities over the past decade, however, have driven recent changes in land use through an intensified afforestation effort on former agricultural land. This intense afforestation effort, particularly in the Lower Mississippi Alluvial Valley, has generated a demand for alternative afforestation systems that accommodate various landowner objectives through restoration of sustainable forests. We are currently studying an afforestation system that involves initial establishment of the rapidly growing native species eastern cottonwood (Populus deltoides Bartr. ex Marsh.), followed by enrichment of the plantation understory with Nuttall oak (Quercus nuttallii Palm.). In this article, we examine the growth and biomass accumulation by Nuttall oak seedlings to determine whether this species can be established and whether it will develop beneath the cottonwood overstory. Though establishment in the more shaded understory environment reduced Nuttall oak growth, seedling function was not limited enough to induce changes in plant morphology. Our results suggest that an afforestation system involving rapid establishment of forest cover with a quick-growing plantation species, followed by understory enrichment with species of later succession, may provide an alternative method of forest restoration on bottomland hardwood sites and perhaps other sites degraded by agriculture throughout temperate regions.

Schmetterling, David A.; Adams, Susan B. 2004. Summer movements within the fish community of a small montane stream. North American Journal of Fisheries Management. 24: 1163-1172.

We studied movements by fishes in Chamberlain Creek, MT, from 24 July to 16 August 2001. We operated six weirs with two-way traps and one additional upstream trap, separated by 14-1,596 m, to quantify the timing, direction, and distance of movements and to estimate fish populations in the study reaches. We trapped and marked 567 fish of seven species, including 368 westslope cutthroat trout Oncorhynchus clarkii lewisi and 172 sculpin (slimy sculpin Cottus cognatus and an unidentified species similar to mottled sculpin C. bairdii). We recaptured 173 westslope cutthroat trout and detected net movements as long as 1,581 m (median, 91 m). Bidirectional movements for 116 westslope cutthroat trout ranged from less than 18 to more than 1,581 m (median, 64 m). Sculpin moved as far as 209 m (median, 26 m). We estimate that 14 percent of sculpin and 48 percent of westslope cutthroat trout were mobile during the study. We captured all species more frequently at night or twilight (n = 296) than during the day (n = 83) and more frequently moving downstream (n = 419) than upstream (n = 277). These results demonstrate considerable summer movement by the fish community in a small stream.

Mountain and Highland Ecosystems

Elliott, Katherine J.; Vose, James M.; Clinton, Barton D.; Knoepp, Jennifer D. 2004. Effects of understory burning in a mesic mixed-oak forest of the Southern Appalachians. In: Engstrom, R.T.; Galley, K.E.M.; de Groot, W.J. (eds.). Proceedings of the 22nd Tall Timbers fire ecology conference: fire in temperate, boreal, and montane ecosystems. Tallahassee, FL: Tall Timbers Research Station; 272-283.

Information is lacking on ecosystem effects of understory burning in mesic mixed-oak (Quercus spp.) forests of the Southern Appalachians. Native Americans used periodic fires in these forests for driving game and opening the forest. In April 1998, we conducted a low- to moderate-intensity fire in a cove hardwood forest in the Nantahala National Forest, western North Carolina. In March 1998, before burning, permanent plots were established along three parallel transects to measure forest floor mass, carbon, and nitrogen; soil nutrient availability; and vegetation mortality and regeneration. Forest floor material was sampled by components: small wood, litter, and a combined fermentation and humus component. Soil nutrient availability was estimated using cation and anion exchange membrane sheets. Vegetation measurements included the overstory and understory layers. All parameters were resampled during summer 1998 and 1999 in the same manner as the pre-burn inventories. Moderate-intensity understory burning may be a useful tool to restore mesic mixed-oak communities in the Southern Appalachians. Reintroduction of fire into these ecosystems may be beneficial by increasing soil nutrient availability, promoting regeneration and survival of Quercus spp., increasing diversity of understory species, and reducing abundance of shade-tolerant and fire-intolerant species such as Acer rubrum.

Vose, James M.; Geron, Chris; Walker, John; Raulund-Rasmussen, Karsten. 2005. Restoration effects on N cycling pools and processes. In: Stanturf, John A.; Madsen, Palle, eds. Restoration of boreal and temperate forests. Boca Raton, FL: CRC Press: 77-94.

We presented two different aspects of evaluating effects of restoration on biogeochemical cycling and aquatic ecosystems. The first examined the direct responses of nutrient cycling pools and processes to restoration efforts aimed at improving nitrogen retention and processing degraded riparian zones. The second, stream NO3¯ responses of restoration burning, examined responses to restoration efforts that do not target biogeochemical cycling per se, but directly or indirectly influence nutrient cycling pools and processes. We presented an approach to evaluate short- and long-term responses of restoration on biogeochemical cycling using the resistance and resilience analogy. Our adaptation of the resistance/resilience analogy to evaluate restoration responses focused on three key attributes:
• The complexity of ecosystem biogeochemical cycling requires the determination of key indicators of response.
• Evaluation of responses (direct or nontarget) can be approached by assessing response magnitude and duration.
• Variable responses should be expected since the impacts of degradation may impact pools and processes differently.

Inventory and Monitoring

Bechtold, William A. 2004. Largest-crown-width prediction models for 53 species in the Western United States. Western Journal of Applied Forestry. 19 (4): 245-251.

The mean crown diameters of stand-grown trees 5.0 inch d.b.h. and larger were modeled as a function of stem diameter, live-crown ratio, stand-level basal area, latitude, longitude, elevation, and Hopkins bioclimatic index for 53 tree species in the Western United States. Stem diameter was statistically significant in all models, and a quadratic term for stem diameter was required for some species. Crown ratio and/or Hopkins index also improved the models for most species. A term for stand-level basal area was not generally needed but did yield some minor improvement for a few species. Coefficients of variation from the regression solutions ranged from 17 to 33 percent and model R2 ranged from 0.15 to 0.85. Simpler models, based solely on stem diameter, are also presented.

Large-Scale Assessment and Modeling

Butnor, J.R.; Johnsen, K.H. 2004. Calibrating soil respiration measures with a dynamic flux apparatus using artificial soil media of varying porosity. European Journal of Soil Science. 55: 639-647.

Measurement of soil respiration to quantify ecosystem carbon cycling requires absolute, not relative, estimates of soil CO2 efflux. We describe a novel, automated efflux apparatus that can be used to test the accuracy of chamber-based soil respiration measurements by generating known CO2 fluxes. Artificial soil is supported above an air-filled footspace wherein the CO2 concentration is manipulated by mass flow controllers. The footspace is not pressurized so that the diffusion gradient between it and the air at the soil surface drives CO 2 efflux. Chamber designs or measurement techniques can be affected by soil air volume, hence properties of the soil medium are critical. On the least porous soil, small underestimates (< 5 percent) of CO2 effluxes were observed, which increased as soil diffusivity and soil porosity increased, leading to underestimates as high as 25 percent. Differential measurement bias across media types illustrates the need for testing systems on several types of soil media.

Holmes, Thomas P.; Prestemon, John M.; Pye, John M. [and others]. 2004. Using size-frequency distributions to analyze fire regimes in Florida. In: Engstrom, R.T.; Galley, K.E.M.; de Groot, W.J. (eds.). Proceedings of the 22nd Tall Timbers fire ecology conference: fire in temperate, boreal, and montane ecosystems. Tallahassee, FL: Tall Timbers Research Station; 88-94.

Wildfire regimes in natural forest ecosystems have been characterized with power-law distributions. In this paper, we evaluated whether wildfire regimes in a human-dominated landscape were also consistent with power-law distributions. Our case study focused on wildfires in Florida, a State with rapid population growth and consequent rapid alteration of forest ecosystems and natural fire regimes. We found that all fire size-frequency distributions evaluated in this study were consistent with power-law distributions, but the power-law distributions were piece-wise linear. A kink in the power-law distributions occurred at about 640 ha for flatwoods fires and at about 290 ha for swamp fires. Above these levels, fires “exploded” into a catastrophic regime. If the kink represents the level at which fires become immune to fire suppression effort, we would expect that the location of the kink would occur at smaller fire sizes during extreme fire years due to the increased flammability of fuels and the relative scarcity of fire suppression resources. We found this result for three of four extreme fire years in flatwoods ecosystems and for all four extreme fire years in swamps. These results suggest that catastrophic fires may not be possible to prevent and that suppression efforts during extreme fire years may be best applied to strategic areas that decrease the connectivity of fuels.

Foundation Programs

Cowling, Ellis B.; Kelman, Arthur; Powers, Harry R., Jr. 1999. George Henry Hepting: pioneer in forest pathology. Annual Review of Phytopathology. 37-19-28.

Hepting made significant and complex contributions to forest science on a diverse range of complex problems. He had the ability to identify primary causal factors and rapidly gain the depth of understanding of disease situations that enabled him to devise practical approaches for management practices. Long before the concepts of integrated pest management became fashionable, Hepting emphasized the need to integrate disease hazard evaluations and knowledge of disease development processes into economically and biologically sound forest management systems. He also championed the need for basic research as a foundation for practical understanding and management of disease in forests. His role in the timber resources review of 1953 also permanently changed our perception of the nature and magnitude of disease losses in forests.

Greene, John L.; Straka, Thomas J.; Dee, Robert J. 2004. Nonindustrial private forest owner use of Federal income tax provisions. Forest Products Journal. 54 (12): 59-66.

Seven provisions of the Federal income tax provide incentives for nonindustrial private forest (NIPF) owners to follow sound management and reforestation practices. Four provisions are available to taxpayers in general:
• Long-term capital gain treatment of qualifying income
• Annual deduction of management costs
• Depreciation and the section 179 deduction
• Deductions for casualty losses or other involuntary conversions
Three provisions are specifically for forest owners:
• Reforestation tax credit
• Amortization of reforestation expenses
• Ability to exclude qualifying reforestation cost-share payments from gross income
NIPF owners in South Carolina were surveyed by mail to determine whether they were aware of these tax provisions, whether they had made use of them, and their reasons for using or not using each one. Information also was collected on the owners’ demographic characteristics, to test for differences between users and non-users of the provisions. Owner awareness and use was highest for long-term capital gain treatment of income and annual deduction of management costs. Some 78 percent of owners were aware of the two provisions, and 85 percent of owners who were aware of the provisions used them. Owner awareness was lowest for the ability to exclude qualifying reforestation cost-share payments, at 42 percent; owner use was lowest for loss deductions, at 23 percent. Membership in a forest owner organization, having a written forest management plan, and a high level of household income were associated with owner knowledge of beneficial tax provisions. No demographic characteristics were associated across-the-board with owner use of provisions.

Mitchell, Dana; Ayala, Renee, comps. 2004. Biomass publications of the Forest Operations Research Unit: a synthesis. [CD-ROM]. Auburn, AL. [Date accessed: December 23, 2004].

The Forest Operations Unit of the Southern Research Station has been studying biomass-related topics since 1977. This CD aids the reader by organizing these publications in one easy-to-use CD, comprised of an executive summary, two bibliographies, individual publications (in PDF format), and a keyword listing. The types of publications included on this CD are presentation reports, published reports, portions of books, and Web postings.

Rauscher, H. Michael; Johnsen, Kurt, eds. 2004. Southern forest science: past, present, and future. Gen. Tech. Rep. SRS-75. Asheville, NC: U.S. Department of Agriculture, Forest Service, Southern Research Station. 394 p.

Forest scientists, managers, owners, and users have in common the desire to improve the condition of southern forests and the ecosystems they support. A first step is to understand the contributions science has made and continues to make to the care and management of forests. This book represents a celebration of past accomplishments, summarizes the current state of knowledge, and creates a vision for the future of southern forestry research and management.

Smith, Robert L.; Pohle, Wibke; Araman, Philip; Cumbo, Dan. 2004. Characterizing the adoption of low-grade hardwood lumber by the secondary wood processing industry. Forest Products Journal. 54 (12): 15-23.

This study investigated the adoption of low-grade lumber in the secondary hardwood industry. Factors influencing decisions regarding the utilization of low-grade lumber were identified and value-added opportunities to increase the use of low-grade lumber among manufacturers currently using higher grades were evaluated. Data were collected via a nationwide mail survey of secondary hardwood manufacturers. The single most important barrier to the adoption of low-grade lumber among secondary hardwood manufacturers is “low yield.” Larger manufacturers and trade association members were found to utilize the lower grades at higher percentages when compared to smaller manufacturers and non-members. Value-added activities designed to enhance the usability of low-grade lumber should focus on decreasing processing variability in secondary operations.

U.S. Department of Agriculture, Forest Service. 2004. Forest residues bundling project. [CD-ROM]. 0451-2C02-MTDC. Missoula, MT: Montana Technology and Development Center, Forest Service.

The Forest Residues Bundling Project CD includes information from Bob Rummer’s evaluation of the slash bundler. The CD also contains a full copy of the New Technology for Residue Removal Report in both HTML and Acrobat formats, and includes a 15-minute video of the study. This product also includes a gallery of images suitable for use in PowerPoint presentations or for Web sites.