249
Light and temperature differentially colimit
subalpine fir and Engelmann spruce seedling
growth in partial-cut subalpine forests
Cleo C. Lajzerowicz, Michael B. Walters, Marek Krasowski, and
Hugues B. Massicotte
Abstract: We compared the relative impacts of light, soil N, and soil temperature on Engelmann spruce (Picea
engelmannii Parry ex Engelm.) and subalpine fir (Abies lasiocarpa (Hook.) Nutt.) seedling growth by quantifying
(i) microsite environment–growth relationships for N-fertilized and unfertilized planted seedlings in shelterwood, patch
cut, and clearcut harvest treatments and (ii) growth, photosynthesis, and biomass allocation for greenhouse-grown seedlings at 5, 10, and 15 °C soil temperatures. Fertilization did not affect seedling growth. Furthermore, soil N availability
did not vary among harvest treatments. In contrast, clearcut compared with shelterwood seedlings had greater mass
(fivefold), light availability (twofold), and soil temperatures (1.6 °C). Across harvest treatments, spruce and fir mass
increased linearly to 100% open-sky light (R2 = 0.51 and 0.57, respectively), and temperature and light combined explained more variation in mass than light alone (adjusted R2 = 0.58 for both species). Spruce growth was more sensitive to temperature than fir in both field and greenhouse experiments. Diminished growth at low soil temperature was
associated with lower photosynthesis and not lower leaf fraction. Thus, soil temperature and light colimit seedling
growth in subalpine forests, but responses were species-specific and consistent with microenvironment differences in
spruce and fir regeneration niches.
Résumé : Nous avons comparé l’impact relatif de la lumière, de l’azote du sol (N) et de la température du sol sur la
croissance de semis d’épinette (Picea engelmannii Parry ex Engelm.) et de sapin (Abies lasiocarpa (Hook.) Nutt.) en
quantifiant : (i) les relations environnement-croissance à l’échelle du microsite pour des semis fertilisés ou non en N
dans des traitements de récolte par coupe progressive, par coupe par trouées et par coupe totale et (ii) la croissance, la
photosynthèse et l’allocation de la biomasse pour des semis élevés en serre à des températures du sol de 5, 10 et
15 °C. La fertilisation n’a pas affecté la croissance des semis. De plus, la disponibilité en N du sol n’a pas varié entre
les traitements de récolte. Par contre, les semis de la coupe à blanc, comparés à ceux de la coupe progressive, avaient
une plus grande masse (cinq fois), une plus forte disponibilité en lumière (deux fois) et des températures du sol plus
élevées (1,6 °C). La masse de l’épinette et du sapin augmentait linéairement jusqu’à une intensité lumineuse correspondant à 100 % de la lumière à découvert (R2 = 0,51 et 0,57 respectivement) pour tous les traitements de récolte confondus. La combinaison lumière-température expliquait une plus grande part de la variation de la masse que la lumière
seule (R2 ajusté = 0,58 pour les deux espèces). La croissance de l’épinette était plus sensible à la température que celle
du sapin dans les traitements au champ et en serre. Une croissance réduite due à une température basse du sol était associée avec une photosynthèse plus faible mais pas à une plus faible fraction du feuillage. Ainsi, la température du sol
et la lumière contribuent ensemble à la croissance des semis dans les forêts subalpines, mais les réponses sont spécifiques et conformes aux différences micro-environnementales entre les niches de régénération de l’épinette et du sapin.
[Traduit par la Rédaction]
Lajzerowicz et al.
Received 27 September 2002. Accepted 13 August 2003.
Published on the NRC Research Press Web site at
http://cjfr.nrc.ca on 30 January 2004.
C.C. Lajzerowicz and H.B. Massicotte. Ecosystem Science
and Management Program, College of Science and
Management, University of Northern British Columbia,
3333 University Way, Prince George, BC V2N 4Z9, Canada.
M.B. Walters.1 Department of Forestry, Michigan State
University, 126 Natural Resources, East Lansing, MI 48824,
U.S.A.
M. Krasowski. Faculty of Forestry and Environmental
Management, University of New Brunswick, Mail Bag
Service 44555, Fredericton, NB E3B 6C2, Canada.
1
Corresponding author (e-mail: mwalters@msu.edu).
Can. J. For. Res. 34: 249–260 (2004)
260
Introduction
Residual trees left following partial harvest may decrease
tree regeneration growth by decreasing light availability
(Wright et al. 1998). However, in subalpine forests, their effects on seedling growth may involve more than light effects
alone, since light may covary with other limiting factors
such as soil temperature and nutrients. Growing season soil
temperatures in subalpine forests are often in the range
(about 5–15 °C) that can limit growth (Karlsson and Nordell
1996; Lyr 1996; Körner 1998), and temperatures can be 2–
7 °C cooler beneath closed forest canopies than in clearcuts
(Hungerford 1979; Goldstein and Trowbridge 1985; Junttila
and Nilsen 1993; Jull and Stevenson 2001). In other cold
ecosystems, fertilization experiments have demonstrated N-
doi: 10.1139/X03-198
© 2004 NRC Canada
250
limited productivity in some cases (e.g., alpine vegetation,
Bowman et al. 1993; sub-boreal spruce plantations, Swift
and Brockley 1994; sub-boreal pine plantations, Brockley
1989) but not others (alpine meadow, Ram et al. 1991; alpine shrub community, Paal et al. 1997), and little is known
about nutrient limitations in the subalpine spruce–fir forests
of western North America. However, organic matter decomposition and mineralization rates are temperature-limited
processes, and trees retained in partial harvests could decrease N mineralization, and thus N supply to seedlings, relative to clearcuts, in part by decreasing temperature (Van
Cleve et al. 1983; Nadelhoffer et al. 1991; Fisk and Schmidt
1995; Weih and Karlsson 1999).
Thus, fragmentary information suggests that tree seedlings
in subalpine forests are limited by multiple environmental
factors and these limitations may be greater in partial harvests than in clearcuts and greater than in forests at lower elevations and latitudes. However, the overall magnitude of
these limitations and the relative contributions of N, temperature, and light to growth limitation are unknown. This study
was undertaken to address these issues. Our specific objectives were to (i) compare seedling microsite soil temperatures, light, soil N availability, and growth of N-fertilized
and unfertilized planted Engelmann spruce (Picea engelmannii Parry ex Engelm.) and subalpine fir (Abies lasiocarpa (Hook.) Nutt.) seedlings among shelterwood, patch
cut, and clearcut harvest treatments, (ii) quantify the factors
contributing to growth limitations by examining relationships of environmental factors with seedling growth for individuals without regard to harvest treatments, and (iii) isolate
the effects of temperature on growth and associated physiology and morphology by comparing growth, photosynthesis,
and biomass allocation patterns for first-year seedlings of
the same species grown at three root temperatures spanning
the range of growing season field temperatures (5, 10, and
15 °C).
We accomplished these objectives with complementary
greenhouse and field experiments. Objectives (i) and
(ii) were addressed in the field at Lucille Mountain Silvicultural Systems Project using experimental shelterwood,
patch cut, and clearcut treatments planted with spruce and fir
seedlings 6 years prior to this study. Objective (iii) was addressed in a greenhouse experiment because we expected
that light, soil temperature, water, and N availability would
strongly covary in the field, making it difficult to isolate the
independent effects of temperature on seedling performance.
Materials and methods
Field study
Study site and seedlings
The study area and harvest treatments are described in detail in Jull and Stevenson (2001). In brief, the field study
area is located in the moist, mild, Engelmann Spruce – Subalpine Fir biogeoclimatic subzone (ESSFmm1) (Coupé et al.
1991) on Lucille Mountain in north-central British Columbia, Canada (53°18′N, 120°14′W). The study area’s aspect is
north to northeast, with elevations ranging from 1340 to
1585 m above sea level and slope gradients of 15%–40%.
The climate of the area is moist and cool, with infrequent
Can. J. For. Res. Vol. 34, 2004
growing season frosts. Snowpacks usually develop by midOctober and last to mid-June.
The soils are poorly sorted, noncompacted glacial tills
overlying metamorphic (phyllite and schist) bedrock at
depths below 1 m. The uncut forests are multiaged and
multistoried and are dominated by subalpine fir (80% by
basal area) and Engelmann spruce (20% by basal area). A
well-represented shrub layer is dominated by white flowered
rhododendron (Rhododendron albiflorum Hook.), false azalea (Menziesii ferruginea Smith), and black huckleberry
(Vaccinium spp.).
Three harvest treatments were implemented in the winter
of 1991–1992. These were one 32-ha clearcut, fourteen
0.2-ha (45 m × 45 m) patch cuts dispersed in a checkerboard
pattern in an approximately 5.6-ha treatment area, and one
15-ha irregular shelterwood (47% volume removal). In summer 1992, several 40 m × 40 m research plots were established in the harvest treatments and planted at 1-m spacing
in alternating east–west oriented rows with summer lifted
spruce (2 + 0, grown in PSB 313B styroblocks) and fir (2 +
1 bare-root transplants after 2 years in PSB 415B styroblocks) seedlings. The remainder of the trial was operationally planted in spring 1994.
In early June 1997, 5 years after planting, eight 40 m ×
40 m seedling research plots were chosen for study. Three
plots were randomly chosen in the shelterwood treatment.
Three plots were randomly chosen in the patch cut site, each
in a separate 0.2-ha patch. The only two plots in the
clearcut, which were 100 m apart, were used. About 30
seedlings per species were sampled in each of four randomly
selected rows in each plot. We fertilized every second sampled seedling in each row in early June 1997 and 1998 with
25 g of 20:6:12 N–P–K with complete essential micronutrients, applied within a perimeter that was 50% greater than
the seedling crown. This amount corresponded to about
200 kg N·ha–1·year–1 for a seedling of average size. The distance between seedlings that we chose for the study was always ≥2 m to provide sufficient distance to prevent lateral
movement of fertilizer between fertilized and unfertilized
seedlings.
Environmental characteristics of seedling microsites
Soil temperatures were measured on every seedling
microsite at 7.5 and 15 cm depth with a handheld thermocouple thermometer (HH-KC; Omega, Laval, Que.) and utility probe (KHSS-14G-RSC-12-NP; Omega). These depths
encompassed the distribution of most seedling roots, as determined from a small number of excavated seedlings. Measurements were taken between 1300 and 1500 seven times
over the growing season in 1998.
Light availability was estimated by analyzing hemispherical photographs taken above each seedling in summer. Gap
light index (GLI), an index of growing season light availability, was computed from each photograph using GLI/C 2.0
software following Canham (1988). A competition index
(CI) was also determined for each seedling as CI = ∑(basal
area/distance), where CI is the sum of the basal areas of
each tree ≥2 m tall, within 10 m of the subject seedling,
weighted by the inverse of each tree’s distance to the subject
seedling (Lorimer 1983). Acronyms and units for these and
other metrics are summarized in Table 1.
© 2004 NRC Canada
Lajzerowicz et al.
251
Table 1. Abbreviation, full name, and units for environmental variables and growth
analysis terms used in this paper.
Variable
abbreviation
Variable name
Units
GLI
CI
LMR
RMR
RGR
Amax
Gap light index
Competition index (∑(basal area/distance))
Leaf mass ratio (mass leaves/total plant mass)
Root mass ratio (mass roots/total plant mass)
Relative growth rate
Light saturated photosynthetic rate
% of available light
cm2·m–1
g·g–1
g·g–1
mg·g–1·day–1
nmol CO2·g–1·s–1
Nitrogen mineralization rates were determined by in situ
incubation of soil cores (for details, see Rees et al. 1994) for
two incubation periods, 30 May – 30 June and 28 July –
28 August 1998. Soil N was not determined for each seedling because of cost and sampling limitations. Instead, in
patch cut plots, four transects perpendicular to each side of
the opening were established with N sample points at –8 m
(into the intact forest), 0 m (at the harvest edge), +8 m, and
+16 m (from the harvest edge into the patch cut). In
shelterwood plots, the three parallel transects had sample
points at –8, 0, +8, +16, and +24 m. For the clearcut, one
transect was established in each seedling plot and four sample points were located at 8-m intervals. This sampling design was established to both provide representative values
for each harvest treatment and to characterize the effects of
variation in overstory tree density on N dynamics.
At each sample point, ten 5.08 cm diameter × 20.0 cm
deep soil cores were taken using PVC tubes. Five of the
cores were left in place, in the tube, covered with loosefitting plastic cups to prevent leaching and allowed to incubate for 30 days. The other five were bulked in the field,
transported to the University of Northern British Columbia,
and stored at 4 °C for <48 h. Soils were then sieved to exclude the >5 mm fraction, water content was determined,
and initial 1 mol/L KCl extractable pools of NH4+-N and
NO3–-N were analyzed colorimetrically by the Renewable
Resources Department, University of Alberta, Edmonton,
Alta. The differences in NO3–-N and NH4+-N between initial
and incubated samples were used to calculate net rates of nitrification and ammonification. Extractable pools and net
rates of dissolved organic N (DON) production were determined for the same cores that were used for mineral N, but
only for the 30 July – 30 August incubation period, on two
of the transects in each patch cut and shelterwood plot and
the two clearcut transects. The protocol was similar to that
for mineral N except samples were extracted with deionized
water and were filtered (0.2-µm opening) to remove microbes. Each sample was subsampled and analyzed for total
N following persulfate digestion and for mineral N (as described above). DON was calculated as total N minus mineral N.
Seedling characteristics
All 512 experimental seedlings were harvested in autumn
1998. Height was measured before a stem segment was
removed from the base of each seedling. Segments were airdried and finely sanded and annual ring widths were measured on three radii, excluding bark, with a digital image
analysis system (WinDendroTM; Regent Instruments Inc.,
Blain, Que.). From these measurements, average ring width
growth rates and total diameter inside bark were calculated.
As a subset of the 512 seedlings, three to six unfertilized
whole seedlings of each species were excavated from three
locations: clearcut, <2 m from the bole of a large tree in a
shelterwood, and >2 and <5 m from the bole of a large tree
in a shelterwood. These strata were chosen to obtain a broad
range of seedling sizes. In another subset, total aboveground
portions were harvested for 10 seedlings per species per plot
in the partial-cut treatments and 20 seedlings per species per
plot in the clearcut (n = 190 seedlings total). Harvested
plants were separated into needles, stems, and, if harvested,
roots, oven-dried at 70 °C, and weighed. Foliage N was
measured on all seedlings in the aboveground harvest subset
with a CHN analyzer (Carlo-Erba, Milan, Italy) at the Department of Forestry, Michigan State University, East Lansing, Mich.
Statistical analyses
For analyses of the effects of harvest treatments on environmental and seedling variables, treatment replicates were
considered the experimental units and individual seedlings
and environmental characteristics measured on individual
microsites were considered subsamples. Two-way analysis
of variance (ANOVA) was used to test species and harvest
treatment effects. For significant effects (α < 0.05), Tukey–
Kramer HSD tests were used to identify significantly different means among harvest treatments within species, and Student’s t test was used to identify significant differences
among species means within harvest treatments. For treatment effects on standing pools and production rates of mineral and organic N, we included only data from treatment
interior sample points (i.e., 8 and 16 m in patch cuts; 8, 16,
and 24 m in shelterwoods; and all points in clearcuts). Nitrogen data were not normally distributed, and transformations
did not markedly improve distributions (Shapiro–Wilk W
test, P < 0.001 in all cases). Thus, nonparametric Kruskal–
Wallis tests were used to identify significant differences in
soil N characteristics among harvest treatments.
Individual and combined effects of environmental variables
on seedling size and growth characteristics were analyzed
with least squares simple and multiple linear regressions. For
these analyses, seedlings and seedling microsite environmental variables were considered experimental units and analyzed without regard to harvest treatments. Justification for
this approach was that (i) substantive theory supports continuous seedling growth versus environmental factor relationships and (ii) for our data, within harvest treatments,
seedling diameter was significantly (P < 0.01) and positively
© 2004 NRC Canada
252
related to GLI and soil temperature and negatively related to
CI in 50% of all cases (data not shown). For regression
modeling, logarithm transformations of seedling size data
were required to improve homogeneity of variances. Linear
and nonlinear bivariate seedling environment versus seedling size relationships were compared. Nonlinear models did
not reduce the sum of squares error to less than that for linear models for any variable pair, so linear models were used.
Metrics of size (basal diameter)2 × height, aboveground
mass, and total mass were all used as dependent variables
because they scaled strongly with each other and the size of
the data sets varied widely among them.
Greenhouse study
Materials and measurements
Seeds were obtained from British Columbia Ministry of
Forests registered seed lots collected from the Lucille Mountain area for spruce from 800 and 1300 m above sea level
and for fir from 1100 m. These were the closest available
seed lots to the Lucille Mountain study site elevation (1340–
1585 m). Two spruce seed lot treatments were used to assure
that differences among fir and spruce were not confounded
by elevation of seed source collection (species–elevation
treatment). This was justified because strong differences in
growth responses to temperature have been found between
seed sources with modest differences in elevation (e.g.,
220 m for the high-latitude, high-altitude species Betula
pubescens) (Weih and Karlsson 1999). Only one seed lot of
fir from an acceptable area–elevation was available.
Three circulating water baths (120 cm × 90 cm ×
16.5 cm) were constructed with 1.875 cm thick PVC sheeting. Holes were drilled in the top and bottom sheets and
open-ended PVC tubes (6 cm in diameter × 15 cm long)
were glued between corresponding top and bottom holes.
The sheets were then fitted and sealed with insulated sidewalls, creating a closed-circulation bath system around the
PVC tubes (72 per bath), which remained open, top and bottom, to drain freely. A meshed screen was glued to the bottom ends to hold the growing medium (2:1 v/v mix of pure
silica sand and greenhouse soil) in the tubes. To maintain
temperature treatments, water was continuously pumped
through a baffle system and back to an insulated holding
tank equipped with a heating and cooling unit. The three
baths were arranged side by side on raised beds in the middle of a polyurethane-covered greenhouse.
The experiment was performed in 1998 and replicated in
1999 because there was no replication of temperature baths
within years. On 15 May 1998 and again on 2 June 1999,
stratified seeds of each species–elevation treatment were
sown in random sequence (24 tubes per species–elevation
treatment per bath). Seeds were regularly misted with water
and kept at ambient greenhouse light and temperature conditions. When germination was nearly 100% (9 June in 1998
and 24 June in 1999), each bath was covered with 60%
transmittance shade cloth houses and watering (twice daily)
and fertilization (weekly with 22 mL of 80 ppm 20:8:20 N–
P–K with complete micronutrients) commenced. At this
time, seedlings were thinned to one per tube (24 per temperature × species–elevation treatment (elevation for spruce
only)). Temperature treatments were allocated at random
among the three temperature baths, and water bath tempera-
Can. J. For. Res. Vol. 34, 2004
tures were adjusted to the targeted treatment temperatures of
5, 10, and 15 °C over the course of 5 days. The thinned
seedlings were completely excavated and were used to determine initial mass for each species–elevation × temperature
treatment. In each treatment, eight seedlings were randomly
assigned to each of three harvests at 45, 66, and 93 days
(90 days in 1999) from the onset of temperature treatments.
At harvest, seedlings were separated into leaves, stems, and
roots, dried at 70 °C, and then massed. Total dry mass, leaf
mass ratio (LMR) (mass of leaves/total plant mass), root
mass ratio (RMR) (mass of roots/total plant mass), and relative growth rates (RGR) (milligrams per gram per day) between harvests of total mass and root and shoot fractions
were calculated from these samples (Evans 1972).
Soil temperatures were continuously recorded with a data
logger (Campbell Scientific 21X, Ogden, Utah) at 2 and
10 cm soil depths in two randomly chosen tubes in each
bath. Mean daily temperatures (±1 SD) at 10 cm depth for
the 5, 10, and 15 °C baths were 6.3 ± 0.4, 9.9 ± 0.2, and
14.8 ± 0.1 °C, respectively, in 1998 and 5.7 ± 0.2, 11.5 ±
0.4, and 15.2 ± 0.2 °C, respectively, in 1999. Air temperatures were recorded at 5 cm above the soil surface for a centrally located single tube in the 5 and 10 °C baths to
determine if cooler baths influenced air temperatures near
seedlings. Average air temperatures (±1 SD) above 5 and
10 °C treatments were 18.7 ± 6.7 and 18.6 ± 6.9 °C, respectively, in 1998 and 17.2 ± 6.6 and 17.7 ± 6.9 °C, respectively, in 1999 and were not different from ambient
greenhouse temperatures measured distant from the temperature baths. Thus, air temperatures around the seedling canopies were not influenced by soil temperature treatments.
Light-saturated photosynthesis was measured with a LICOR 6200 portable photosynthesis system (LI-COR Inc.,
Lincoln, Nebr.) on entire shoots for three seedlings from
each species–elevation × temperature treatment immediately
preceding the 45-day harvest in both years. At this point, all
seedlings had only their first flush of leaves, as many seedlings added a second cohort of leaves later in the experiment. Measurements were taken between 0800 and 1300 at a
photosynthetic photon flux density of 2200 µmol·m–2·s–1 using an artificial light source (Qbeam 2001, Barneveld, Wis.).
Photon flux densities greater than required for lightsaturating photosynthesis of individual spruce needles were
used to help ensure that all needles in the often overlapping
needles of our seedling canopies were light saturated. Photosynthesis was calculated on a leaf mass (Amax (nanomoles of
CO2 per gram of leaf per second)) and whole-plant mass
(Amax × LMR (nanomoles of CO2 per gram of whole plant
per second)) basis.
Statistical analyses
The experiment had a split-plot design where temperature
treatments were assigned randomly to whole unit temperature baths arranged as randomized complete blocks where
years were blocks. Species–elevation treatments were then
assigned at random to growing tube subunits within temperature bath whole units. With this design, F tests of the
effects of temperature and blocks (years) used the temperature × blocks interaction (a random effect) mean squares error in the denominator, and F tests of the effects of species
and species × temperature interactions used residual experimental mean squares error in the denominator (Steel and
© 2004 NRC Canada
Lajzerowicz et al.
253
Table 2. Growth characteristics of spruce (8 years old) and fir seedlings (9 years old) in three harvest
treatments.
Species
Harvest
Inner basal diameter
(mm)
1992–1998 diameter
increment (mm)
Total height
(cm)
Aboveground
mass (g)
Spruce
Shelterwood
Patch cut
Clearcut
Shelterwood
Patch cut
Clearcut
7.5
10.5
16.0
9.9
12.6
16.5
6.2
9.1
14.1
7.7
9.1
11.0
46.8
67.6
87.1
50.1
74.1
89.1
22.4
53.7
147.9
34.7
77.7
154.9
Fir
(0.02)*c
(0.02)*b
(0.01)a
(0.02)*c
(0.02)*b
(0.01)a
(0.02)*c
(0.02)b
(0.01)a
(0.02)*b
(0.02)ab
(0.02)a
(0.02)c
(0.02)b
(0.01)a
(0.02)c
(0.01)b
(0.01)a
(0.07)b
(0.11)ab
(0.06)a
(0.06)c
(0.04)b
(0.03)a
Note: Values are means (±1 SE) of harvest treatment replicates (n = 3 for shelterwood and patch cut and n = 2 for
clearcut). The means are for log-transformed data that were then back-transformed. Standard errors are log-transformed
values. The total numbers of seedlings (subsamples) were 260 and 252 for diameter, diameter increment, and height
and 94 and 98 for aboveground mass for spruce and fir, respectively. Means within species and columns followed by
a common letter are not significantly different (Tukey–Kramer HSD, P < 0.05). Significant differences among species
and within harvest treatments are indicated with an asterisk (Student’s t test, P < 0.05).
Table 3. Seedling microsite light and soil temperature for the three harvest treatments during the 1998 growing season.
Characteristic
Shelterwood
Patch cut
Clearcut
Light availability (%)
Soil temperature (7.5 cm depth) (°C)
46.8 (1.6)c
7.4 (0.1)c
67.4 (1.5)b
8.1 (0.2)b
97.0 (0.3)a
9.0 (0.2)a
Note: Values are means (±1 SE) of harvest treatment replicates (n = 3 for shelterwood and
patch cut and n = 2 for clearcut). Means within rows followed by a common letter are not significantly different (Tukey–Kramer HSD, P < 0.05).
Torrie 1980). For plant characteristics with significant effects, differences among temperature treatments and species
were tested with Tukey–Kramer HSD.
In addition to using ANOVA to analyze biomass fraction
data at a common age (i.e., harvest date), we separated the
effects of treatments and plant size on biomass fractions in
roots and leaves by analyzing treatment (i.e., temperature,
species) differences in ln root (leaf) mass versus ln total
plant mass relationships. In all cases, these relationships appeared curvilinear and the sum of squares error was lower
for second-order polynomial fits than for linear fits. These
fitted curves were statistically compared using methods described in Potvin et al. (1990).
Results
Field study
Seedling growth and microsite environment responses to
harvest treatments
Two years after first applications, N fertilizer resulted in
modest increases in leaf N concentration (1.49% fertilized
versus 1.31% unfertilized, species pooled, ANOVA, P =
0.034), but leaf N was not affected by species, harvest treatments, or their interactions with fertilization (all P > 0.1).
Furthermore, N fertilization did not affect any seedling size
or growth characteristic for either species (ANOVA, all P >
0.25). Thus, the remaining analyses were done without regard to fertilizer treatments.
Harvest treatments significantly affected all seedling size
and growth characteristics (P < 0.0001) (Table 2). Species
effects were only significant for stem diameter (P = 0.002)
and species by harvest interactions were significant only for
1992–1998 diameter growth (P = 0.0009). Seedlings of both
species were larger in clearcuts than in shelterwoods and
patch cut seedlings were intermediate (Table 2). Stem diameter growth was 129% greater for spruce and 43% greater
for fir in clearcuts than in shelterwoods. Aboveground mass
was more variable in partial-cut than in clearcut treatments
with mean standard deviations for treatment replicates (n = 3
or 2) of 0.30, 0.34, and 0.23 (spruce) and 0.23, 0.32, and
0.14 (fir) for shelterwood, patch cut, and clearcut treatments,
respectively.
The harvest treatments affected light availability and soil
temperature at seedling microsites. Clearcut seedlings received two times more light and had 1.6 °C warmer soils
than shelterwood seedlings, and patch cut seedlings were intermediate for both light and soil temperature (Table 3). Soil
N characteristics did not differ among harvest treatments
(data not shown); however, there were patterns worth noting.
KCl-extractable pools of NO3– were an order of magnitude
lower than NH4+ pools, and NH4+ pools were an order of
magnitude lower than DON pools (overall means = 0.3,
13.5, and 72.0 µg N·(g soil)–1, respectively). Trends in net
production rates among NO3–-N, NH4+-N, and DON were
similar to trends in extractable pools, but differences were
more modest (e.g., 0.2 µg NH4+-N·g–1·day–1 versus
0.4 µg DON⋅g−1 ⋅day−1). Median values for extractable pools
of all N forms were less than 50% of the mean values presented above because of distributions that were strongly
skewed to lower values. In addition to harvest treatment averages, soil N characteristics were also analyzed as functions
of transect position (i.e., from mature forest to the middle of
harvest openings) and CI, but these relationships were insignificant (P > 0.1, data not shown). Thus, residual tree density did not affect soil N dynamics.
Seedling growth as functions of seedling microsite
environmental variables
Seedling size and growth were highly correlated with light
© 2004 NRC Canada
254
Can. J. For. Res. Vol. 34, 2004
Table 4. Pearson product moment correlations
among microsite variables and (basal diameter)2 ×
height (d2 × h) of spruce (n = 215–221) and fir
seedlings (n = 230–247).
Light
CI
Spruce d2 × h
Fir d2 × h
Mean soil
temperature
Light
CI
0.57
–0.45
0.53
0.50
–0.78
0.70
0.63
–0.70
–0.67
Note: Data for microsite variables are for individual
seedlings with all harvest treatments and species pooled
(n = 444–470). All correlations are significant at P < 0.001.
availability and soil temperature; however, light and soil
temperature were correlated (GLI = –44.3 + 13.9(soil temperature), R2 = 0.33, P < 0.0001, n = 448) (Table 4). In a
mixed model of seedling size–growth as functions of species, light, soil temperature, and their interactions, species
main effects and interactions were nearly always significant
(data not shown). Thus, to simplify presentation, models
were developed for species separately (Table 5; Fig. 1). For
both species, soil temperature and light generally explained
a large percentage of the variation in size and growth (Table 5). Pratt indices (Thomas et al. 1998) indicated that light
contributed more to explained variation in growth and size
than soil temperature for both species and that soil temperature was an important (Pratt index >0.25) predictor independent of light for spruce but it was unimportant (Pratt
index <0.25) or marginally important for fir. Furthermore,
spruce responded more steeply to soil temperature than fir,
as indicated by greater standardized beta weights (partial regression coefficients) (Thomas et al. 1998) for spruce (Table 5). Notably, relationships of seedling size and growth
with CI and with light were similar in strength (Table 4 and
data not shown). This was likely because of the strong relationship between residual tree density (CI) and seedling light
environment (CI versus GLI, R2 = 0.58, P < 0.0001).
Greenhouse study
Soil temperature effects on seedling mass, Amax, and LMR
did not differ between the two elevation seed sources for
spruce (P > 0.25 in all cases); thus, elevation treatments
were pooled for all subsequent analyses. Soil temperature effects on seedling mass, Amax, and LMR differed between
species (fir versus pooled spruce seed sources) and years
(Table 6). Seedling mass increased with soil temperature for
spruce in both years, but seedlings were smaller and differences among temperature treatments were smaller in 1999
than in 1998 (Table 7). In contrast with spruce, there was little difference in fir seedling mass among soil temperature
treatments in both years (Table 7). At low soil temperature,
spruce and fir had similar RGR. However, RGR increased
more strongly with temperature for spruce such that fir had
lower RGR than spruce at 15 °C (Fig. 2). Despite generally
lower RGR, final mass for fir was greater than for spruce in
most treatments because seed mass was greater for fir and
the seedlings were young (Table 7 and data not shown). In
both years, RGR of the shoot and root fraction increased
with soil temperature for spruce, whereas fir root and shoot
fractions were less responsive than spruce to temperature
(Fig. 2). Both species had positive root and shoot RGR even
at 5 °C soil temperature.
LMR and RMR at a common age (45 days after germination) were generally similar among soil temperature treatments for spruce, whereas LMR declined and RMR
increased with increasing soil temperature for fir (Table 6).
Variation in mass fractions among soil temperature treatments could be a consequence of larger seedlings at higher
soil temperature rather than a direct response to soil temperature because mass fractions can change with plant size
(e.g., Walters et al. 1993; McConnaughay and Coleman
1999). However, using data from all harvests, root or leaf
mass versus plant mass relationships indicated that species
rankings of LMR and RMR over a broad range of total mass
were generally consistent with rankings at age 45 days (data
not shown).
Although differences in root and leaf fractions between
species and years lack a general pattern, they may be explained by differences in the pattern of leaf growth among
treatments and years. Seedlings either flushed a single set of
leaves early in the experiment or flushed one set of leaves
early and then flushed another, usually between the second
and third harvest (45 and 66 days). Patterns of second flushing varied strongly among treatments and years, and these
patterns affected biomass fractions and perhaps growth rates.
At final harvest, two-flush seedlings for 5 and 15 °C treatments comprised 59% and 92% of all seedlings, respectively, for spruce and 0% and 29% for fir in 1998, and 29%
and 79% for spruce and 0% for fir in 1999. Thus, there were
less two-flush seedlings at low than at high temperatures for
fir than for spruce and in 1999 than in 1998. Higher or similar LMR for two-flush than one-flush seedlings seems logical, as a second leaf flush increases leaf mass, as roots and
stems also grow, whereas for one-flush seedlings, mass increases are largely restricted to roots and stems. Consistent
with these expectations, treatments with little or no second
needle flush, such as fir in both years, had lower LMR and
higher RMR.
In contrast with the complex patterns in biomass fractions
among treatments, Amax increased strongly with soil temperature for spruce and fir in both years (range 50%–150%
greater at 15 °C than at 5 °C) (Table 7). Across temperatures
and species, RGR was more strongly correlated with Amax
than with LMR, and LMR × Amax (i.e., whole-plant
photosynthetic rate) resulted in, at best, only a marginal improvement in R2 (Table 8). Although the relationship between Amax and RGR was strong for both years,
relationships for the two years had significantly different
slopes (P = 0.0008) (Fig. 3). Contrary to the expectation of a
positive LMR versus RGR relationship, as RGR = LMR ×
NAR (Evans 1972), the relationship was negative in 1999.
This apparent anomaly can be resolved by the fact that most
seedlings had a single leaf flush in 1999 such that seedlings
at higher soil temperature, with greater Amax and RGR, accumulated mass primarily in their stem and root fractions and
thus had low LMR. Collectively, these results illustrate the
importance of temperature effects on photosynthesis and leaf
development in limiting growth at low soil temperature.
© 2004 NRC Canada
Lajzerowicz et al.
255
Table 5. Multiple linear regression summary statistics of seedling size and growth metrics as functions of light and
soil temperature (growing season mean soil temperature at 15 cm depth).
Predicted variable
Species
d2 × h
Spruce
Fir
Aboveground mass
Spruce
Fir
Whole mass
Spruce
Fir
1992–1998 diameter
increment
Spruce
Fir
Predictor
variable
P >F
Beta
weight
Pratt
index
Light
Soil temperature
Light
Soil temperature
Light
Soil temperature
GLI
Soil temperature
Light
Soil temperature
Light
Soil temperature
Light
Soil temperature
Light
Soil temperature
<0.0001
<0.0001
<0.0001
0.0033
<0.0001
0.0002
<0.0001
0.0960
0.0090
0.0470
<0.0001
0.0074
<0.0001
<0.0001
<0.0001
0.0003
0.557
0.297
0.525
0.188
0.574
0.307
0.663
0.148
0.549
0.400
1.275
–0.623
0.520
0.343
0.351
0.260
0.69
0.31
0.78
0.22
0.70
0.30
0.86
0.14
0.59
0.41
1.20
–0.20
0.63
0.37
0.59
0.41
n
F
MS
Adjusted
R2
205
126.6
16.76
0.552
237
85.3
8.10
0.417
87
59.6
4.72
0.577
92
63.4
3.39
0.578
16
18.1
5.56
0.695
11
29.2
2.72
0.850
205
132.5
2.40
0.563
237
51.1
0.45
0.299
Note: Summary statistics for each of the two predictor variables in each whole model are P >F, beta weight, and Pratt index.
Whole model statistics are n (number of observations), F ratio, MS, and adjusted R2.
Discussion
In combination, results from the field and greenhouse experiments indicated that (i) residual canopy cover following
harvest decreased growth of planted spruce and fir seedlings
compared with clearcuts, (ii) reduced growth was primarily
related to the combination of lower light and lower soil temperature, (iii) spruce was more sensitive to soil temperature
than fir, and (iv) decreased growth at lower soil temperature
was related to lower photosynthesis and not to lower leaf
fraction. Each of these points is elaborated upon below.
Residual canopy cover reduces growth of planted
seedlings
Harvest treatments differed greatly as environments for
seedling growth. These differences may have important implications for regenerating partial-cut systems. Research
from other regions has found positive relationships between
seedling and sapling growth rates and survival (Kobe and
Coates 1997; Walters and Reich 2000; Weih and Karlsson
1999), suggesting that the growth-limiting environments of
shelterwoods could lead to unacceptably high rates of mortality there. From the fifth to sixth growing seasons following planting, survival for our study seedlings was high for fir
in all harvest treatments (99%), whereas survival for spruce
was lower than for fir in all treatments and lower in
shelterwoods (88%) than in clearcuts (92%). Compounded
over 5 years, annual survival rates of 88% result in nearly
50% mortality. Fir and spruce seedlings in their sixth growing season average only 0.5 m tall in shelterwoods, much
less than the height beyond which competition with shrubs is
unlikely (i.e., >1.5 m, personal observation). Thus, relatively
high rates of mortality may persist for several years for
small, slow-growing seedlings because of sustained competition with both residual trees and shrubs and herbs.
Our CI generally explained ~40%–50% of the variation in
spruce and fir seedling growth and it was related to soil tem-
perature and light availability. Thus, simple point indices
can effectively integrate the effects of residual tree density
on seedling environments and growth. Forest managers
could use CI as a tool to more effectively distribute planted
seedlings within harvest systems that have spatially variable
residual tree densities.
Reduced seedling growth is primarily due to decreased
light and soil temperature
The combination of light and soil temperature explained
over half of the variation in aboveground mass for both species, suggesting that light and temperature are important determinants of seedling growth in subalpine spruce–fir
forests. Yet, nearly half the variation in growth and size was
unexplained. Several factors may account for the unexplained variation. These include (i) seedling size metrics integrated environmental effects on growth from 1992 to 1998,
but light and temperature were just single-year estimates,
and temperature measurements were small samples of values
that are likely highly variable over the growing season, and
(ii) several unmeasured factors that could affect size and
growth, including frost damage (Jull and Stevenson 2001),
air temperatures, size of seedlings at planting, genetic variation in growth potential, and variation in the persistence of
late-spring snowpack and growing season length (Peterson
and Peterson 1994; Peterson et al. 2002).
In this study, growth for both species continued to linearly
increase at up to 100% open-sky light. While some studies
have found that growth of juvenile trees plateaus at 30%–
70% light (Pacala 1993), field-grown conifer seedlings from
high latitudes and (or) altitudes have sometimes shown lack
of light-saturated growth at 100% open-sky light (Wright et
al. 1998). Perhaps the effects of light on soil warming, over
and above the light levels required for canopy-level light saturation, result in increased growth benefits. Alternatively,
the dense canopy of the older conifer seedlings and saplings
© 2004 NRC Canada
256
Can. J. For. Res. Vol. 34, 2004
Fig. 1. Linear regression of the base 10 logarithm (log10) of aboveground mass versus light for (A) spruce and (B) fir, linear regression
of log10 aboveground mass versus mean soil temperature for (C) spruce and (D) fir, and actual versus predicted values of log10 aboveground mass from multiple regression with light and mean growing season soil temperature as predictor variables for (E) spruce and
(F) fir.
used in this study and some others (e.g., Logan 1966;
Wright et al. 1998) may result in a high degree of selfshading and lack of light saturation for canopy interior foliage, even at 100% open-sky light.
In our field study, we could only crudely estimate the effect of soil temperature on seedling growth with multiple regression techniques because of the strong covariation of
temperature and light. However, our greenhouse results corroborated our field results by demonstrating that seedling
growth, especially for spruce, was temperature limited over
the range of soil temperatures found over the growing season in the field (i.e., 4.7–11.0 °C). Notably, in the greenhouse experiment, growth in 1998 increased between 10 and
15 °C, suggesting that growth in the field can be temperature
limited, even for clearcut seedlings in midsummer.
In a review, Körner (1998) concluded that growing season
temperature is likely the most important mechanism establishing the alpine treeline globally. He speculated that low
© 2004 NRC Canada
Lajzerowicz et al.
257
Table 6. ANOVA of the effects of temperature, year, species, and their interactions on final seedling mass
(90 days), Amax (45 days), and LMR (45 days).
Dependent variable
Amax (nmol CO2·g–1·s–1)
Final seedling mass (g)
Temperature
Year
Temperature × year (random)
Species
Temperature × species
LMR (g·g–1)
SS
F
P >F
SS
F
P >F
SS
F
0.097
0.364
0.479
0.651
0.675
2.16
16.27
10.71
29.10
15.09
0.317
0.056
<0.001
<0.001
<0.001
15 456
13 807
1 082
31 243
1 504
20.63
36.87
1.44
83.44
2.00
0.046
0.026
0.241
<0.001
0.141
0.076
0.374
0.027
0.040
0.075
7.94
78.3
2.80
8.45
7.82
P >F
0.112
0.013
0.065
0.004
<0.001
Note: Because the experiment was designed as a split plot, temperature and year are tested with temperature × year interactions as the error term (2 df) and species and temperature × species interactions are tested with the residual error term
(134 df).
Table 7. Mean (±1 SE) values of seedling mass (mg), Amax (nmol·g–1·s–1), LMR, and
RMR.
1998
1999
5°C
10°C
15°C
5°C
10°C
15°C
Mass
Spruce
Fir
36±0.03c
53±0.03a
47±0.04b
62±0.03a
151±0.03a
52±0.04a
16±0.03b
39±0.05a
23±0.03a
48±0.01a
22±0.02a
46±0.02a
Amax
Spruce
Fir
41±5c
27±2b
68±5b
29±3b
96±8a
51±3a
74±8b
37±1c
114±7a
72±5b
136±8a
92±8a
LMR
Spruce
Fir
0.74±0.01a
0.68±0.01a
0.71±0.01a
0.64±0.02a
0.73±0.01a
0.53±0.01b
0.55±0.02a
0.62±0.02a
0.42±0.02b
0.48±0.03b
0.44±0.02b
0.43±0.01b
RMR
Spruce
Fir
0.20±0.01a
0.22±0.01b
0.25±0.01a
0.26±0.02b
0.24±0.01a
0.39±0.01a
0.31±0.02b
0.22±0.02c
0.43±0.02a
0.36±0.02b
0.40±0.02a
0.45±0.01a
Note: Mass is from final harvest (90 days in 1998, 93 days in 1999); other characteristics are from
the harvest at 45 days. Values without common letters within rows and years are significantly different
(Tukey–Kramer HSD, P < 0.05).
temperatures limit the use of C assimilates in growth and not
C assimilation itself, since available evidence indicates substantial photosynthetic rates at air temperatures close to
0 °C. He proposed that root zone temperatures may be most
critical and that growth (e.g., cell division and expansion)
may approach zero at soil temperatures less than ~3–5 °C.
Our data only partially support his assertions. First, we
found that root growth was limited, at least for spruce, at
soil temperatures typical of high-elevation spruce–fir forests,
as root RGR for this species consistently declined with soil
temperature. However, root RGR was still positive for both
species at 5 °C (range 19–49 mg·g–1·day–1), and it was between 68% and 83% of root RGR at 15 °C. Landhauser et
al. (2001) also found positive root growth at 5 °C for the
boreal–sub-boreal species Picea glauca (Moench) Voss but
not for Populus tremuloides Michx. Second, on first appearance, our data do not support Körner’s (1998) suggestion
that growth is not assimilation limited at low soil temperatures. We found that photosynthesis was strongly limited by
low soil temperatures and that growth rates were strongly related to photosynthetic rates. However, the cause–effect relationship between photosynthesis and growth is unclear.
For example, low sink activity (i.e., low growth due to low
temperatures) could result in high assimilate concentrations
and result in feedback inhibition of photosynthesis.
Although the greenhouse experiment clearly showed temperature limitation of growth, our results differed strongly
between years, as did patterns of LMR and Amax. The factors
responsible for these differences are not clear. Among potential explanations, one is a different environment between
years due to the only partially controlled greenhouse conditions and the later start of the experiment in 1999 than in
1998. Compared with 1999, 1998 air temperatures near
seedling canopies were 1.6 °C warmer (18.7 versus 17.0 °C),
and seedlings received 7% greater total hours of daylight
and approximately 10% more hours of direct sunshine
(Prince George Weather Station, 10 km distant). The lower
slope of the RGR versus Amax relationship for 1999 than for
1998 is consistent with lower light levels in 1999 than in
1998, as (Fig. 3) lower light would result in in situ photosynthesis being a smaller fraction of potential light-saturated
photosynthesis. In addition, differences in photoperiod due
to the later start of the experiment in 1998 than in 1999
(18 days) could have been responsible for many fewer seed© 2004 NRC Canada
258
Fig. 2. Relationship of root and shoot (stems and leaves) RGRs
with temperature by species and temperature treatments for each
year.
Can. J. For. Res. Vol. 34, 2004
Table 8. Correlations with RGR from 0 to 90 days.
Year
Amax, 45 days
(nmol CO2·g–1·s–1)
LMR, 45 days
(g·g–1)
Amax × LMR
1998
1999
0.92***
0.91**
0.50
–0.84**
0.96***
0.82**
Note: Values are temperature by species means (n = 6) for each
year separately; values are Pearson correlation coefficients. *, P <
0.10; **, P < 0.05; ***, P < 0.01.
poor root growth that might have limited the capacity of the
roots for nutrient uptake. Thus, although our results do not
indicate N limitation of seedling growth, fertilizer responses
in the cold subalpine environment may be slower than the
two-growing-seasons response that we measured. Alternatively, seedlings may be uptake limited by cold root zone
temperatures and (or) poor root system development and not
by N supply.
Fig. 3. Relationship of RGR (0–90 days) with Amax for 1998 and
1999. Each datum is a temperature × species–elevation treatment
mean. For 1998, RGR = 13.5 + 0.29Amax (r2 = 0.85, P = 0.008);
for 1999, RGR = 14.9 + 0.07Amax (r2 = 0.82, P = 0.0123).
lings developing a second flush of leaves in 1999. Thus,
growth could have been constrained by both leaf development and lower light in 1999 than in 1998.
In the field, N supply did not appear to limit seedling
growth, since N fertilizer applications increased leaf N but
not growth; however, some of our data indirectly suggest
seedling N limitation. First, leaf N for our unfertilized seedlings (average = 1.3% N) was within the range considered
moderately N deficient (Ballard and Carter 1986). Second,
although leaf N was not, on average, lower in shelterwood
than in clearcut seedlings, there was a negative relationship
between CI and leaf N (for unfertilized seedlings, R2 = 0.29,
P < 0.0001, %N = 1.51 – 0.000 772 CI). Based on this relationship, seedlings growing at high CIs (e.g., >550) had a
predicted leaf N of <1.1%. Furthermore, 7 years after planting, excavated seedlings at high CI still had most of their
roots in the volume of the original root plug, indicating very
Spruce is more sensitive to temperature than fir
In subalpine forests, it is commonly known that spruce is
less shade tolerant than fir. Spruce seedlings are more abundant in canopy openings than in understories, whereas fir
seedlings are abundant in openings and understories. The
greater temperature sensitivity of spruce than fir is consistent
with differences in their natural distribution and supports the
notion that shade-tolerant species (e.g., fir) are less responsive to improved environmental conditions than are less tolerant (e.g., spruce) species (Venenklaas and Poorter 1998;
Walters and Reich 1999). In open, high-light areas with relatively warm soil temperatures, spruce may outcompete fir
for growing space via greater growth rates. In areas with intact forest cover and lower light and soil temperatures, fir
does not have a growth rate advantage over spruce, but it has
greater survival at low growth rates (Kobe and Coates 1997;
this study). More generally, differences between our study
species suggest that understory tolerance in subalpine forests
is tolerance of both low light and low soil temperatures.
Consistent with this suggestion, Landhauser et al. (2001), in
a comparison of boreal–subboreal species, found greater
low-temperature growth inhibition for early successional,
high light adapted Populus tremuloides than for the more
shade-tolerant Picea glauca.
Decreased growth is related to decreased photosynthesis
Seedlings grown at high soil temperatures consistently
had higher Amax than seedlings grown at low temperatures,
which corroborates data for Picea engelmannii seedlings in
field conditions (DeLucia and Smith 1987) and other species
(e.g., Andropogon gerardii, DeLucia et al. 1992; Populus
tremuloides, King et al. 1999). However, less intuitive and
less documented are the responses of biomass fractions that
we observed. At low soil temperature, increased water viscosity and decreased root permeability result in reduced root
conductance of water (Kaufmann 1975; Running and Reid
1980; Day et al. 1990; Wan et al. 1999), which may reduce
stomatal conductance and net photosynthesis. One possible
mechanism for overcoming diminished root permeability at
lower temperatures is to make more roots and fewer leaves.
However, we saw the opposite pattern (i.e., increased RMR
and decreased LMR with temperature), and some other stud© 2004 NRC Canada
Lajzerowicz et al.
Fig. 4. (A) Leaf mass versus total mass and (B) root mass
versus total mass relationships for excavated 8- and 9-year-old
seedlings. Seedlings of each species are pooled over clearcut,
patch cut, and shelterwood treatments. P values are for F tests
of differences between species.
259
cover, or small harvest openings, limits spruce and fir seedling growth. Decreased growth was primarily due to lower
light and secondarily to lower soil temperatures. Spruce
growth was more sensitive to temperature than fir growth,
which is consistent with observed differences in species natural seedling distributions. They also indicate that seedling
establishment in partial-cut systems may be more problematic for spruce than for fir. Low temperature limited growth
was related to reductions in photosynthetic capacity and not
to leaf fraction.
Acknowledgements
The authors thank Mike Jull, Art Fredeen, and Bruno
Zumbo for advice and assistance. Financial support was provided by Forest Renewal British Columbia, Natural Sciences
and Engineering Council of Canada, and Michigan State
University, Department of Forestry.
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