Genecology of 20 Paper Birch (Betula papyrifera Marsh.) Provenances from British Columbia and Northern Idaho Nicole Balliet B.S.F., University of British Columbia, 1994 Thesis Submitted in Partial Fulfillment of The Requirements for the Degree of Master of Science in Natural Resources and Environmental Studies (Forestry) The University of Northern British Columbia April 2009 © Nicole Balliet, 2009 1*1 Library and Archives Canada Bibliotheque et Archives Canada Published Heritage Branch Direction du Patrimoine de I'edition 395 Wellington Street Ottawa ON K1A0N4 Canada 395, rue Wellington Ottawa ON K1A0N4 Canada Your file Votre reference ISBN: 978-0-494-48783-9 Our file Notre reference ISBN: 978-0-494-48783-9 NOTICE: The author has granted a nonexclusive license allowing Library and Archives Canada to reproduce, publish, archive, preserve, conserve, communicate to the public by telecommunication or on the Internet, loan, distribute and sell theses worldwide, for commercial or noncommercial purposes, in microform, paper, electronic and/or any other formats. AVIS: L'auteur a accorde une licence non exclusive permettant a la Bibliotheque et Archives Canada de reproduire, publier, archiver, sauvegarder, conserver, transmettre au public par telecommunication ou par Plntemet, prefer, distribuer et vendre des theses partout dans le monde, a des fins commerciales ou autres, sur support microforme, papier, electronique et/ou autres formats. The author retains copyright ownership and moral rights in this thesis. Neither the thesis nor substantial extracts from it may be printed or otherwise reproduced without the author's permission. L'auteur conserve la propriete du droit d'auteur et des droits moraux qui protege cette these. Ni la these ni des extraits substantiels de celle-ci ne doivent etre imprimes ou autrement reproduits sans son autorisation. In compliance with the Canadian Privacy Act some supporting forms may have been removed from this thesis. Conformement a la loi canadienne sur la protection de la vie privee, quelques formulaires secondaires ont ete enleves de cette these. While these forms may be included in the document page count, their removal does not represent any loss of content from the thesis. Bien que ces formulaires aient inclus dans la pagination, il n'y aura aucun contenu manquant. Canada ABSTRACT Twenty provenances of paper birch (Betula papyrifera Marsh) were collected from five regions in BC and Idaho. Seedlings were grown at three nurseries and planted in three common gardens in BC and Idaho. Geographic variation in the timing of bud burst in paper birch is under genetic and environmental control. It follows climatic clines based on latitude, longitude and elevation. The signal for the onset of spring bud flush is determined by an interaction between air and soil temperature and photoperiod. Long distance displacement of provenances from their site of origin can be detrimental to phenology, survival and growth. Differences in stock handling among nurseries and nursery displacement effects also influenced growth and survival of some provenances. When developing seed zones and seed transfer guidelines for paper birch in BC, these factors need to be considered. The impacts of future climate change on birch deployment must also be considered. TABLE OF CONTENTS Abstract ii Table of Contents iii List of Tables v List of Figures vi Acknowledgement viii Chapter One Introduction and Literature Review 1.1 Introduction 1.2 Purpose of Research 1.3 Development of Genecology 1.4 Geographic Variation in Paper Birch 1.5 Tree Improvement, Seed Zones and Seed Transfer Guidelines 1.6 Nursery Effects 1.7 Phenology 1.7.1 Bud Flush 1.7.1.1 Impacts of Climate Change 1.7.1.2 Birch Dieback 1.8 Height Growth 1.9 Conclusion 1 3 4 6 7 9 10 11 13 14 15 17 Chapter Two Research Design 2.1 Birch Genecology Study - Overall Study (48 Paper Birch Provenances) 2.2 Birch Genecology Study - 20 Paper Birch Provenances 2.3 Tables and Figures 18 19 21 Chapter Three Bud Flush 3.1 Introduction 3.2 Methods 3.2.1 Sample Population 3.2.1.1 Red Rock 3.2.1.2 Skimikin and Idaho 3.2.2 Survey 3.2.3 Climatic Data 3.2.4 Statistical Methods 3.3 Results 3.4 Discussion 3.4.1 Garden Effects 3.4.2 Regional Effects 3.4.3 Nursery Effects 25 27 27 27 27 28 28 29 31 32 33 36 39 111 3.4.4 Garden by Region Interaction 3.4.5 Nursery by Region Interaction 3.4.6 Conclusion and Research Pitfalls 3.5 Tables and Figures Chapter Four Height Growth 4.1 Introduction 4.2 Methods 4.2.1 Sample Population 4.2.1.1 Red Rock 4.2.1.2 Skimikin 4.2.2 Survey 4.2.3 Statistical Methods 4.3 Results 4.4 Discussion 4.4.1 Garden Effects 4.4.2 Regional Effects 4.4.3 Garden by Nursery Interaction 4.4.4 Garden by Region Interaction 4.4.5 Conclusion 4.5 Tables and Figures 40 40 41 43 49 52 52 52 52 53 53 54 55 55 57 59 60 61 64 Chapter Five Summary Discussion 5.1 Summary of Key Findings 5.2 Seed Zones and Seed Transfer Guidelines 5.3 Potential Impacts of Climate Change 69 71 72 References 76 Appendices Appendix A Appendix B Results from Initial Bud Flush and Height Growth Analysis Results of 2001 and 2002 Bud Flush Study IV 83 87 LIST OF TABLES Table 2. la Table 2.1b Table 2.2 Table 3.1 Table 3.2 Table 3.3 Table 4.1 Table 4.2a Table 4.2b Table 4.2c Table 4.3 Southern provenances of paper birch collected for larger genecology study and germination percentages Northern provenances of paper birch collected for larger genecology study and germination percentages Nursery and common garden locations Provenances chosen for bud flush survey at Red Rock, Skimikin and Idaho; and the height growth survey at Red Rock and Skimikin ANOVA results for Days to 20% and 80% Bud Flush in 2003 Mean Julian Days to 20% and 80% Bud Flush by Garden, Nursery and Region in 2003 Height Growth Results from Univariate Repeated Measures Analysis inGLM Summary of Means (+ SEM) for Total Height (cm) by Year Summary of Means (+ SEM) for Total Height (cm) by Year and Nursery at Red Rock and Skimikin Summary of Means (± SEM) for Total Height (cm) by Year and Region at Red Rock and Skimikin Health Survey Results at Red Rock in 2002 (Damaged category includes trees with minor and or major top and or basal damage due to abiotic and biotic factors) 21 22 23 43 44 44 64 65 65 66 66 Table A-1 Table A-2 ANOVA results for days to 20% and 80% Bud Flush in 2003 Height Growth Results from Univariate Repeated Measures Analysis inGLM 83 85 Table B-l Table B-2 Table B-3 ANOVA results for Days to 20% and 80% Bud Flush in 2001 ANOVA results for Days to 20% and 80% Bud Flush in 2002 Mean Julian Days to 20% and 80% Bud Flush by Garden, Nursery and Region in 2001 Mean Julian Day to 20% and 80% Bud Flush by Garden, Nursery and Region in 2002 87 88 88 Table B-4 v 89 LIST OF FIGURES Figure 2.1 Figure 2.2 Interlocking block design used at each common garden Collection and Common Garden Locations - 20 Seed Source Trial 23 24 Figure 3.1 Growing Degree Days (GDD 5°C Base) and Julian Days to 20% and 80% Bud Flush ±SEM by Garden Compared (RR=Red Rock; ID=Idaho; SK=Skimikin) Mean Julian Days to 20% Bud Flush ±SEM by Region in each Garden in 2003 with Nursery pooled (FN = Fort Nelson; ID = Idaho; PG = Prince George; PR = Prince Rupert; SA = Salmon Arm; ID = Idaho; SK = Skimikin and RR = Red Rock) Mean Julian Days to 80% Bud Flush +SEM by Region in each Garden in 2003 with Nursery pooled (FN = Fort Nelson; ID = Idaho; PG = Prince George; PR = Prince Rupert; SA = Salmon Arm; ID = Idaho; SK = Skimikin and RR = Red Rock) Mean Julian Days to 20% Bud Flush +SEM by Region in each Nursery in 2003 with Garden pooled (FN = Fort Nelson; ID = Idaho; PG = Prince George; PR = Prince Rupert; SA = Salmon Arm; LN = Landing Nursery; NW = J.D. Little Forestry Centre; UI = University of Idaho Nursery) Mean Julian Days to 80% Bud Flush ±SEM by Region in each Nursery in 2003 with Garden pooled (FN = Fort Nelson; ID = Idaho; PG = Prince George; PR = Prince Rupert; SA = Salmon Arm; LN = Landing Nursery; NW = J.D. Little Forestry Centre; UI = University of Idaho Nursery) Effective Photoperiod (Day length (minutes) including civil twilight) by Julian Day for each Garden and Fort Nelson for comparison Day length (minutes) vs. Mean Monthly Temperature (°C) by Garden (RR=Red Rock; SK=Skimikin; ID=Idaho) and the Fort Nelson Region (FN) for comparison Period of Bud Flush ±SEM by Garden and Region in 2003 with Nursery pooled (ID=Idaho; SA=Salmon Arm; PG=Prince George; PR=Prince Rupert; FN=Fort Nelson) 45 Figure 3.2 Figure 3.3 Figure 3.4 Figure 3.5 Figure 3.6 Figure 3.7 Figure 3.8 Figure 4.1 Mean Total Height (cm) +SEM by Garden and Nursery in 2006 (SA=Salmon Arm; FN=Fort Nelson; PR=Prince Rupert; PG=Prince George; UI=University of Idaho Nursery; LN=Landing Nursery; NW=JD Little Forestry Centre) vi 45 46 46 47 47 48 48 67 Figure 4.2 Figure 4.3: Figure A-l: Figure A-2: Figure B-l Figure B-2 Mean Total Height (cm) +SEM by Garden and Region in 2006 (SA=Salmon Arm; FN=Fort Nelson; PR=Prince Rupert; PG=Prince George; RR=Red Rock; SK=Skimikin). Mean minimum and maximum daily air temperature (°C) for Prince George (PG) and Salmon Arm (SA) for the period of April 1 (90 Julian Days) to May 30 (150 Julian Days) for the years 2001 to 2003. 68 68 Mean Julian Days +SEM to 20% and 80% Bud Flush by Provenance in 2003 with Garden and Nursery pooled. Mean Total Height (cm) ±SEM by Provenance in 2006 with Nursery and Garden pooled. 84 Period of bud flush (days) +SEM by Garden and Region in 2001 with Nursery pooled (Region: ID=Idaho; SA=Salmon Arm; PG=Prince George; PR=Prince Rupert; FN=Fort Nelson; Garden: ID=Sandpoint, Idaho; SK=Skimikin; RR=Red Rock) Period of bud flush (days) ±SEM by Garden and Region in 2002 with Nursery pooled (Region: ID=Idaho; SA=Salmon Arm; PG=Prince George; PR=Prince Rupert; FN=Fort Nelson; Garden: SK=Skimikin; RR=Red Rock) 89 vn 86 90 ACKNOWLEDGEMENT Dedicated to my husband, Gary, for believing in me. I would like to thank my supervisor, Dr. Chris Hawkins, for his guidance, support and assistance throughout my years as a graduate student. I would also like to thank my committee members, Dr. Michael Carlson, Dr. Kathy Lewis and Dr. Kevin Keen for their time and commitment. I would also like to extend many thanks to Vicky Berger, Danny Barney and Ron Mahoney for their time and assistance with this thesis. Additionally, I would like to thank my research assistants, Jennifer Lange, Tracy Rompre and Cindy Baker-Hawkins, as well as Patience Rakochy and Kirstin Campbell. Finally, sincere thanks must go to Gary Balliet for his encouragement, support and understanding and Kevin Wilder for his time and assistance with this thesis. Without their support and assistance, this thesis could not have been completed. Funding for this research was provided by the FRBC - Slocan Chair of Mixedwood Ecology and Management, the BC Ministry of Forests and Range and the University of Idaho. viii CHAPTER ONE INTRODUCTION AND LITERATURE REVIEW 1.1 Introduction Until recently, paper birch (Betula papyrifera Marsh.) in Western Canada has been looked upon more as a weed species than as a tree worthy of a breeding program (Eriksson and Jonsson 1986). Few experiments have been conducted because birch plantation establishment is rare and consequently, tree improvement has had a low priority (Morgenstern 1996). As a result, very little is known about its pattern of genetic variation (Carlson et al. 2000a) and evolutionary strategies (Rehfeldt 1993). Conversely in Finland, silver birch (Betula pendula Roth) has been recognized for its favourable impacts on soils; the enhanced biodiversity and forest health benefits it brings to mixed species stands (Jones et al. 1998) as well as its economic value (Koski and Rousi 2005). As a result, birch in Finland has a long history of tree-breeding and tree improvement efforts (Koski and Rousi 2005). Paper birch is a very versatile species. Its wood is becoming increasingly valuable, particularly in the value added sector. Although its wood is often used for lumber, veneer and pulpwood (Morgenstern 1996), its strength, high density and excellent machining and finishing properties, make it highly desirable for furniture, flooring and turning (Nielson 2000) as well as doors, window frames, toothpicks, ice cream sticks, toys, butcher blocks and musical instruments (Jozsa 2000). Additionally, "paper birch can be managed to maintain or enhance slope stability" (Campbell 2000 p. 30). It is also commonly used in landscaping and the sap can be used to make syrup, wine, beer or medicinal tonics (Safford et al. 1990). Paper birch is an important species for 1 wildlife as well. Its seeds, buds and bark are an important food source for birds and small mammals, whereas deer and moose use it primarily for browse and cover (Safford et al. 1990). Paper birch also plays an important role in nutrient cycling due to its deciduous nature, rapid rate of litter decomposition and high nutrient concentrations in its foliage (Simard 1996), leading to improved nitrogen and pH levels in the soil (Jones et al. 1998). Because paper birch is resistant to root disease (immune to Phellinus ignarius; tolerant of Armillaria sp.) (Simard 1996), it can reduce the incidence of these pathogens where it is grown in conjunction with conifers such as Douglas-fir {Pseudotsuga menziesii Franco) which is susceptible to root disease (Baleshta et al. 2005). Furthermore, the presence of paper birch in the stand results in an increased diversity of tree species, stand structural diversity and below ground diversity (Jones et al. 1998). Although paper birch has many benefits, it suffers from many forest health issues. The presence of fungi such as Armillaria sp., Fomes, Phellinus ignarius, Piptoporus betulinus and Inonotus obliquus lead to stain and decay in paper birch resulting in the loss of wood quality and biomass (Peterson et al. 1997). Canker-causing fungi such as Nectria spp. can weaken birch, leaving it susceptible to attack by other agents (Peterson et al. 1997). Although wood quality is generally unaffected, redheart discolours the central column of living birch trees, making it less desirable for some manufactured products. The birch skeletonizer (Bucculatrix canadensisella Chambers), the forest tent caterpillar (Malacosoma disstria Hubner) and the gypsy moth (Lymantria dispar Linnaeus) are common birch defoliators which cause reduced annual growth and weaken the trees, leaving them susceptible to secondary attack by bark beetles, ambrosia beetles, and several borer species 2 (Peterson et al. 1997). The bronze birch borer (Agrilus anxius Gory) is the most damaging. It attacks the crown and advances down the bole; its larvae can girdle the tree and kill it. Birch leaf miners discolour and defoliate birch leaves (Peterson et al. 1997). However, as the biodiversity and versatility of paper birch is realized, forest managers and manufacturers alike are becoming more and more interested in the species and the time has come to recognize paper birch as an economically and ecologically valuable tree species in British Columbia. There are many issues, however, that must be addressed in order to manage paper birch more effectively as a high yield species, including the genecology of the species, as well as an assessment of the potential impacts of climate change. Additionally, it is helpful to have a clear understanding of the patterns of geographic genetic variation of the species before developing seed zones and seed transfer guidelines. This information will also be of use if and when a breeding program is established. Research into these areas is currently in its infancy. 1.2 Purpose of Research The purpose of this study was to address some of the above stated issues by examining the genecology of 20 paper birch provenances from British Columbia and Northern Idaho. Previous research into the geographic genetic variability of 18 paper birch provenances from across British Columbia suggested some regional and population differentiation for certain traits (Carlson et al. 2000a). Furthermore, there were some initial differences in stock size resulting from the different nurseries (M. Carlson personal communication Feb. 16, 2009). 3 Despite promising results from this initial research, the populations in that study were not collected along elevational, latitudinal or longitudinal transects, which in turn limited the usefulness of the data in understanding patterns of genetic diversity across the species range (Carlson et al. 2000b). "The importance of physiographic and climatic variables needs to be understood before the patterns of geographic genetic variation in paper birch can be adequately described for the species range" (Carlson et al. 2000b p. 1). The specific objective of this study was to determine if the phenotypic variability observed in paper birch for certain traits was due to genetics, the growing environment or an interaction between the two by examining phenological (bud flush) and morphological (height growth) traits. These two traits were chosen as test parameters because of their suspected strong heritabilities (M. Carlson personal communication, May 2001). Whether or not there was a carryover effect from nurseries was also examined. 1.3 Development of Genecology The term genecology was originally coined and defined by Turesson as "the study of the [intraspecific] variation of plants in relation to environment" (Heslop-Harrison 1964 p. 159). Turessonian genecology has three basic propositions: a) that "wide-ranging plant species show spatial variation in morphological and physiological characteristics"; b) that "much of this [intraspecific] variation can be correlated with habitat differences"; and c) that "ecologically-correlated variation is not simply due to plastic response to environment, it is attributable to the action of natural selection in moulding locally adapted populations from 4 the pool of [genetic] variation available to the species as a whole" (Heslopp-Harrison 1964 p. 160). Turesson's experiments were highly significant in that he was the first to bring plants of a single species naturally growing under different environmental conditions into a common garden, noting, "that certain morphological types tend to be associated with particular habitats" (Clausen et al. 1940 p. 403). Kerner, on the contrary, was the first to carry out scientific transplant experiments in varied environments, noting morphological differences in the same plant species' population grown at different sites (Clausen et al. 1940). Other influential researchers, including Langlet (Heslop-Harrison 1964), Bonnier, Clements and MacDougal (Clausen et al. 1940) also contributed significantly to the study of genecology. Langlet, for instance, was the first to point out that adaptive variation in species tended to follow continuous variation in habitat (Heslop-Harrison 1964). More recent studies, however, "have shown that [this] variation may be either continuous or discontinuous" depending on the forces acting on the species (Heslop-Harrison 1964 p. 161). Bonnier was the first to introduce the method of clone transplanting; and in separate experiments, Bonnier and Clements noted transformations in species brought from low elevations to high elevations as well as limitations in a plant's ability to adapt beyond the natural range of the species (Clausen et al. 1940). Finally, MacDougal, in an attempt "to determine the factors involved in the dissemination, establishment and adaptation of plants to new environments," grew corresponding sets of different species under different climates (Clausen et al. 1940 p. 401). 5 These early studies lead to two general conclusions: 1) "that plants can modify their form to a certain extent when exposed to different environments," and 2) "that the range of this modification is governed by the hereditary constitution of the plant" (Clausen et al. 1940 p. 407). 1.4 Geographic Variation in Paper Birch Although it is found mainly in Canada, paper birch is the most widely distributed birch species in North America. The northern limit of its natural range "closely follows the northern limit of tree growth from Newfoundland and Labrador west across the continent into Alaska" (Safford et al. 1990 p. 158). Its range extends south into Washington, "the mountains of northeast Oregon, northern Idaho, and western Montana" (Safford et al. 1990 p. 158) as well as into "North Dakota, the Black Hills of South Dakota, Wyoming, Nebraska.. .the Front Range of Colorado.. .Minnesota and Iowa, through the Great Lakes region into New England... [and] down the Appalachian Mountains from central New York to western North Carolina" (Safford et al. 1990 p. 158). Paper birch can be found throughout British Columbia, except on the Queen Charlotte Islands, and only sporadically on south eastern Vancouver Island (Peterson et al. 1997). Its broad geographic distribution is due to "its ability to be a prominent species on sites of poor quality...its ability to regenerate on sites after fire and harvesting disturbances; its high resistance to growing season frost and its ability to begin early season growth while [air] temperatures are still below freezing" (Peterson et al. 1997 p. 13). Paper birch also has an 6 "ability to tolerate solidly frozen ground in the dormant season" (Peterson et al. 1997 p. 13) and it is flood and drought tolerant (Peterson et al. 1997). Paper birch also shows a great deal of variation in its commercial attributes, including: growth and yield, stem form and quality as well as in its physical attributes such as wood density (Jozsa, 2000). The geographic variation in paper birch's physical traits emphasizes the need for research into the origin (genetic or environmental) of this variation prior to developing seed zones and seed transfer guidelines. It also suggests there is potential for tree improvement through a selective breeding program. The first step, however, is provenance testing. In Finland, the success of their tree-breeding and tree improvement program has come through comprehensive scientific knowledge (Koski and Rousi 2005). 1.5 Tree Improvement, Seed Zones and Seed Transfer Guidelines "A provenance test is [a study] in which seeds are collected from a number of widely scattered stands (usually natural), and the seedlings are grown under similar conditions" (Wright 1976 p. 253). Provenance testing is an important first step in tree improvement activities as it is widely used to "screen the naturally available genetic variation [within a species] and to choose the best available types for reforestation or further breeding work" (Wright 1976 p. 254). There are three main factors known to influence the amount of phenotypic and genotypic variability observed in a species: a) the size of the species' range; species with very large natural ranges contain much more genetic diversity than do species with very limited ranges 7 (Wright 1976), b) the amount of environmental diversity within the species' natural range and c) the extent of range discontinuities (Wright 1976). Provenance testing of paper birch in British Columbia is currently in its early stages. In 1994, seed was collected from 18 stands of paper birch across five forest regions. This seed was germinated and grown at two different nurseries in 1995 and planted at six different field sites in 1996. Early results of this study revealed that height growth in paper birch did not differ significantly among provenances; differences between individual stands within regions appeared to be greater than the differences among regions, suggesting that paper birch has a generalist evolutionary strategy towards height growth (Carlson et al. 2000a). Generalist species do not exhibit strong genetic variation in growth or other adaptive traits along environmental gradients, whereas specialists do (Aitken 2004). Frost tolerance however, appeared to be well differentiated at the regional level (Carlson et al. 2000a). Seed zones and seed transfer guidelines generally stem from information obtained from provenance experiments and have been developed for the majority of conifer tree species in British Columbia. Seed zones and seed transfer guidelines control the movement of seed to ensure "good growth and hardiness of planted forests" (Morgenstern 1996 p. 137). "Seed zones are geographic subdivisions of the range of a species based on ecological and genetic criteria" (Morgenstern 1996 p. 137). Seed transfer guidelines determine "the distance of movement of seed and planting stock from the place of origin to the plantation area" (Morgenstern 1996 p. 137). 8 Although provenance testing will provide forest managers and researchers alike with key information on the geographic variation of paper birch, the importance of initiating a selective breeding program and developing seed zones and seed transfer guidelines for paper birch in British Columbia will be determined by how quickly the species is recognized as a commercial species in the province with harvesting and artificial reforestation (population deployment) activities. 1.6 Nursery Effects Nursery practices including seed storage, stratification, sowing, fertilization, watering, weeding, lifting, culling and packing may lead to the survival of some seedlings over others, altering a population's genetic structure which may ultimately influence the genetic adaptation of forest trees to plantation sites (Campbell and Sorensen 1984). Other indirect effects such as changes in growth-rhythm rates (i.e. bud flush and height growth) may not appear until several years after planting (Campbell and Sorensen 1984). Consequently, any nursery with an environment greatly different from that of the seedlot origin may alter seedling germination behaviour in the nursery as well as seedling growth and development after planting (Campbell and Sorensen 1984; Hawkins 1998). Furthermore, the timing of preconditioned developmental stages in the home environment may become out of phase in the new environment (Rowe 1964). "Sensitive periods for preconditioning seem to be at the time of initiation and formation of buds and seeds, and also at the time when growth commences following a dormant or resting stage" (Rowe 1964 p. 402). For example, when northern provenances grown at southern nurseries are planted in the north, their flushing phenology may be out of phase with that of the local populations (Hawkins 1998) because 9 bud flush phenology depends not only on the present (growing) environment, but also on the environment in which the buds were formed (Rowe, 1964). However, whether these effects are temporary or persistent is yet to be determined (Hawkins 1998). Nursery effects are still observed in hybrid spruce (Picea glauca x Picea englemanii) 10 years after planting (Hawkins 2005). 1.7 Phenology Phenology is defined as the study of the timing of recurrent biological events over the course of a year, particularly in relation to climate and other environmental factors (Martin and Hine 2000). Intraspecific variations in phenological characteristics, such as bud flush and leaf drop, are known to be under genetic control (Lechowicz 1984) and are highly adaptive (Vaartaja 1959; Lechowicz 1984; Kramer 1995; Baliuckas et al. 1999). Such variations have also been observed between co-occurring species growing on the same site (Lechowicz 1984). The simplest explanation for the observed variation in these characteristics is that it evolved as a measure to avoid unfavourable conditions (Kramer 1995) and involves a trade-off between maximizing growing season length and protection against the potential damaging effects of early and late season frosts (Vaartaja 1959; Nienstaedt 1974; Lechowicz 1984; Cannell and Smith 1986; Hanninen 1991; Kramer 1995; Baliuckas et al. 1999). Lechowicz (1984) suggests three other broad possible explanations for the observed variation in leaf phenology between species: phylogenetic, historical and adaptive. "Phylogenetic 10 explanations predict that closely related species will be similar in leaf phenology" (Lechowicz 1984 p. 823), whereas "historical explanations predict that contemporary phenology will reflect adaptation to the paleoenvironments in which the taxon or its immediate ancestors evolved" (Lechowicz 1984 p. 824) and that insufficient time has passed for them to have evolved to present conditions (Lechowicz 1984). Finally, "adaptive explanations predict correlations of leaf phenology with other traits such that the coordinated suite of traits together improves survival and reproduction over other possible combinations of traits" (Lechowicz 1984 p. 824). 1.7.1 Bud Flush The geographic variation in bud flush in many tree species is thought to be under genetic control (Nienstaedt 1974; Lechowicz 1984; Sulkinoja and Valanne 1987; Chmura and Rozkowski 2002). In provenance experiments with beech (Fagus sylvatica L.), Chmura and Rozkowski (2002) determined that the origin of beech populations influenced bud flush and noted that due to the stability of bud flush across different environments, bud flush was indeed under genetic control. Additionally, in a review of many early studies of North American and Lappish birch species, Sulkinoja and Valanne (1987) concluded that bud flush in these species is under genetic control "and show cline-type variation along latitudinal and [elevational] gradients" (p. 32). Although bud flush is largely under genetic control, there are several environmental factors including air temperature, soil temperature and photoperiod, which direct or signal the onset of bud flush (Rohrig 1991). Of these environmental factors, air temperature appears to be the 11 most significant (Hanninen 1991; Rohrig 1991; Kramer 1995) as annual "variation in the timing of tree phenological stages is low when related to thermal sums rather than calendar days" (Lechowicz 1984 p. 821). Furthermore, bud flush in most temperate deciduous trees is controlled by the cumulative heat sum (degree-hours, degree-days) to which buds are exposed after a prerequisite chilling period (Lechowicz 1984; Myking and Heide 1995). Accordingly, heat sums are often used to predict the onset of phenological events such as bud flush (Rohrig 1991). Because the timing of bud flush is under strong genetic control and is highly adaptive, there is considerable variation between species and among populations within a species, particularly in those with broad geographic ranges (Vaartaja 1959; Nienstaedt 1974; Lechowicz 1984; Sulkinoja and Valanne 1987; Chmura and Rozkowski 2002). In Europe and North America, bud burst generally progresses from south to north and from coastal to continental climates for trees grown in their natural environments (Morgenstera 1976; Wright 1976). In provenance studies with Lappish and North American birches (Sulkinoja and Valanne 1987), Scandinavian birches (Myking and Heide 1995) and sugar maple (Acer saccharum Marsh.) (Nienstaedt 1974), northern provenances flushed earlier than southern ones; with southern provenances requiring a greater accumulation of heat than northern ones (Baliuckas et al. 1999). Further well known trends include high elevation and interior provenances flushing before low elevation and coastal provenances respectively when grown at a continental site (Morgenstern 1976; Chmura and Rozkowski 2002). This variation in bud flush has strong implications for survival. For example, trees that flush too early in the spring are often susceptible to late spring frosts, which lead to reductions in growth and poor 12 stem form (Chmura and Rozkowski 2002). Consequently, seed zones and seed transfer guidelines have been developed to prevent such losses from poorly adapted seed sources (Nienstaedt 1974; Morgenstern 1996). 1.7.1.1 Impacts of Climate Change Despite natural adaptation and efforts to minimize maladaptation through human intervention, climate change may significantly influence the timing of bud flush. For example, with warmer winter temperatures, chilling requirements might not be met, delaying bud flush or alternatively, where chilling requirements are currently exceeded, bud flush may occur earlier, leaving trees susceptible to spring frosts (Cannell and Smith 1986; Hanninen 1991; Heide 1993; Kramer 1995; Myking and Heide 1995). This may lead to changes in the competitive balance between plant species and individuals within species as those species and individuals that can exploit the milder climate will have greater fitness over those who cannot (Billington and Pelham 1991; Kramer 1995). Although Kramer (1995) suggests that trees have a certain amount of plasticity to accommodate such a change in temperature, Billington and Pelham (1991) suggest that many woody species including silver birch (Betula pendula Roth) will not be able to exploit milder climates due to physiological control mechanisms. This is because chilling in winter and heat accumulation in spring influence bud flush, which implies that "an increase in mean annual temperature reduces the number of chill days which increases the thermal time required to flush, so that the overall timing of budburst remains approximately constant" (Billington and Pelham 1991 p. 403). However, in a field experiment with silver birch and downy birch (Betula pubescens Ehrh) populations, high autumn temperatures increased bud dormancy and delayed bud burst the following 13 spring (Heide 2003). This suggests that high autumn temperatures may delay the timing of spring bud burst, offsetting the adverse effects of rising winter temperatures (Heide 2003). However, observed responses are likely species and population dependent (Hawkins personal communication, February 20, 2009). 1.7.1.2 Birch Dieback Forest or birch dieback is a phenomenon which has been observed in stands of birch and other hardwood species in eastern Canada and the north eastern United States (Auclair et al. 1997), regardless of age, vigour or stand condition (Braathe 1995). Forest dieback is defined as "the development of symptoms associated with the unnatural mortality of leaves, buds, twigs, and branches" (Auclair et al. 1997 p. 176), leading to stem dieback, early leaf colouration and leaf fall, mortality of fine roots and reduced radial growth (Auclair et al. 1997). The causes of birch dieback are unknown. Although birch dieback commonly occurs in association with one or more insect infestations or incidences of disease, it can occur independently of these factors (Auclair et al. 1997). Recent research has shown that prolonged winter thaw (reducing cold hardiness) followed by freezing temperatures are key processes leading to dieback in hardwood species (Braathe 1995; Auclair et al. 1996; Zhu 2001; Zhu 2002). Frost is likely the cause of the initial tissue damage (Zhu 2002), leaving the trees more susceptible to drought, insect infestations and attack by pathogens (Auclair et al. 1996). Additionally, changing global temperatures may prevent plants from maintaining maximum cold hardiness in winter (Ogren 2001). Moreover, increased extremes in weather 14 such as warmer spring temperatures may lead to early bud burst, increasing the risk of frost damage (Ogren 2001). These conditions in combination with drought stress could lead to the complete dieback of some tree species (Auclair et al. 1996). Recovery from dieback can occur in the absence of frost and drought stress (Auclair et al. 1996). The extent of recovery, however, will depend on the severity and duration of the damage to the tissues (Auclair et al. 1997) as well as the impact of secondary damaging agents such as insect infestation or incidences of disease (Jones et al. 1993). 1.8 Height Growth Woody plant species exhibit free (indeterminate) growth or fixed (determinate) growth patterns. Paper birch exhibits free growth. In free growth, "primordia initiation and internode elongation occur simultaneously during shoot elongation" (Junttila and Nilsen 1993 p. 44) whereas in fixed growth, growth stops once a genetically predetermined structure has been formed (Tirri et al. 1998). Although species exhibiting free growth are strongly influenced by many environmental factors; temperature and light (day length) appear to be the most important (Callaham 1962; Junttila and Nilsen 1993); with shoot elongation continuing in free growing species as long as both of these factors remain favourable (Junttila and Nilsen 1993). Because temperature and light play such a critical role in shoot growth of free growing woody plants, there is a great deal of variation in the initiation, rate and duration of growth, particularly among and within species with broad geographic ranges (Kozlowski 1971). 15 Shoot growth has been shown to vary seasonally, diurnally and with elevation and latitude (Kozlowski 1971). For example, in northern provenances of birch, populations from lower elevations showed superior growth rates over those from higher elevations (Junttila and Nilsen 1993). Also, decreased growth rates have been observed at the northern limit of a species' range (Loehle 1998). Generally shoot elongation is driven by photoperiod, with growth continuing as long as photoperiod is longer than critical day length (Junttila and Nilsen 1993); the longest day under which stem elongation ceases (Vaartaja 1959). Cessation of shoot elongation is particularly important for plant species from northern climates, as the cessation of growth has been linked to the development of cold hardiness and dormancy, and is key to their survival (Junttila and Nilsen 1993; Li et al. 2003). Yet, cessation of growth varies widely with the latitude of origin of the seed source (Junttila and Nilsen 1993). For example, in a recent study by Li et al. (2003 p. 129), "three ecotypes of silver birch showed close adaptations to the length of the frost-free growing season characteristic of their local environment," by exhibiting large ecotypic differences in height growth. The range of growth was 445.9cm ± 9.3cm, 369.5cm ± 8.8cm and 244.1cm ± 5.9cm for the populations from southern, central and northern ecotypes, respectively. In a separate study by Heide (2003), silver birch and downy birch species revealed similar trends in growth cessation with high latitude populations ceasing growth and shedding their leaves earlier than those from mid and low latitudes. Although temperature and photoperiod are crucial environmental factors in the regulation of growth and development in trees, the mechanisms behind this regulation are still poorly 16 understood. It is believed that plant hormones or plant growth regulators (PGR's) are largely responsible for controlling shoot elongation and dormancy (Junttila and Nilsen 1993). Abscisic acid (ABA) for example has been linked to growth cessation, the development of freezing tolerance and bud dormancy, "however, little is known about seasonal changes in ABA levels and how they are related to height growth, dormancy and freezing tolerance in trees" (Li et al. 2003 p. 128). Li et al. (2003) began to explain differences in dormancy development and release among northern and southern ecotypes of trees by correlating these differences with variations in ABA levels. Northern ecotypes, for example, developed dormancy earlier in the fall and had higher levels of ABA than southern ecotypes, however, by spring, northern ecotypes had lower levels of ABA than southern ecotypes permitting earlier dormancy release. 1.9 Conclusion Paper birch is an ecologically valuable species with a broad geographic distribution and increasingly valuable commercial attributes. Its diversity, versatility and enduring nature make it an ideal candidate for a selective breeding program. However, an understanding of the genecology of the species and an understanding of the potential impacts of climate change will be fundamental to its success. This thesis began with a general introduction (Chapter 1). An overview of the research design (Chapter 2) follows. Methods, results and discussion sections are subsequently presented for bud flush (Chapter 3) and height growth (Chapter 4). This thesis finishes with a summary discussion (Chapter 5). 17 CHAPTER TWO RESEARCH DESIGN 2.1 Birch Genecology Study - Overall Study (48 Paper Birch Provenances) The 20 provenances of paper birch examined in this study are a subset of a larger trial designed by Mike Carlson and Vicky Berger of the BC Ministry of Forests and Range, Chris Hawkins of the University of Northern British Columbia and Ron Mahoney of the University of Idaho. The objectives of the overall study were to determine the geographic genetic variability within and among paper birch populations throughout the range of the species (along elevational, latitudinal and longitudinal transects) by examining phenological and morphological traits as well as to determine the importance of nursery environment and practices on the growth and development of seedlings after planting (Carlson et al. 2000b). A description of the larger trial follows. In 1998, six regional collections of paper birch (Prince Rupert, Prince George, Cariboo, Kamloops, Nelson and Vancouver) were made in British Columbia along elevational, latitudinal and longitudinal transects; in total, 44 populations were sampled in British Columbia, two of which were later dropped from the study due to poor germination. Eight additional populations were sampled in northern Idaho, three of which were later dropped from the study due to poor germination (Tables 2.1a and b) (Carlson et al. 2000b). Stands within each region were chosen within 10-20 m of a pre-determined elevation, beginning at the bottom of an elevational gradient and continuing every 100 m thereafter. Three to five non-clonal trees within each stand were chosen for seed sampling. These trees were of good health, form and had produced seed. Seed was collected and bulked to represent a population 18 (Carlson et al. 2000b). Additionally, seed from a previous collection of a far northern population (Fort Nelson) was added to the study. All 48 provenances were grown at three different nurseries: North wood Reforestation Centre (Prince George) now called the Canfor J. D. Little Forestry Centre, Landing Nursery (Vernon) and the University of Idaho (Moscow, ID) (Table 2.2). Seed was grown in three different nurseries to determine the importance of nursery practices on the growth and adaptedness of the seedlings after planting (Carlson et al. 2000b). Seedlings were hand sown at each nursery in early May 1999 in PSB 515A styroblocks (Beaver Plastics, Edmonton, AB), lifted in November 1999 and placed in cold storage until the spring of 2000 when they were planted. Seedlings were spring planted in 3 common gardens: Late April - Sandpoint, Idaho, early May - Skimikin (Salmon Arm) and mid May - Red Rock (Prince George) (Table 2.2). Seedlings were planted at 2 m x 2 m spacing in a randomized single tree interlocking block design (16 trees per provenance and nursery, 4 single-tree plots per provenance, 4 replicates) (Figure 2.1). A demonstration area was also established with two five-tree rows of each provenance grown at the local nursery (i.e. demonstration areas were established at Red Rock, Skimikin and Sandpoint, ID with seedlings grown at Northwood, Landing and the University of Idaho, respectively) (Carlson et al. 2000b). 2.2 Birch Genecology Study - 20 Paper Birch Provenances A subsample of 20 provenances of paper birch was chosen for this study (Figure 2.2). This subsample was chosen with an attempt to sample the range of the larger project by choosing provenances based on their distribution over latitudinal, longitudinal and elevational 19 transects. The Fort Nelson, Prince George, Salmon Arm and Idaho provenances were chosen for their distribution along a north/south transect to determine the influence of latitude on bud flush and height growth. The Prince Rupert and Prince George provenances were chosen for their distribution along an east/west transect to determine the influence of maritime vs. continental climates on these same two traits. For each of the Prince Rupert, Prince George and Salmon Arm regions, six population samples were taken along elevational transects to determine the influence of elevation on the above two traits. The original study did not include population samples along an elevational transect for the Fort Nelson and Idaho regions therefore they were not included in this study. This subsample will not only permit an examination of the genetic differences among populations for the chosen traits, but will also permit an examination of the environmental effects on these populations since all provenances were grown under similar conditions in three different common gardens. It will also permit an assessment of the 'carryover' effect of nurseries where the seedlings were grown. 20 2.3 Tables and Figures Table 2.1a: Southern provenances of paper birch col lected for larger g enecology study and germination percentages (from Carlson et al., 2( 00b) ID*1 Transect District Site name Elev. Long. Germ. Lat. (m) % 11 640 Idaho Sec. 28 Sandpoint 48°16' 116°33' 6 12 Idaho Jewel Lake 790 116°43' 6 Sec. 33 48°08' Idaho Sec. 16 Wrenco 870 116°42 13 48°13' 26 14 Butler Creek 885 Idaho Sec. 16 48°06' 116°36' 6 Butler Creek 15 Idaho 885 116°36' 13 Sec. 16 48°06' 21 Nelson New Denver 560 20 Arrow Lake 50°00' 117°17' 22 Nelson Arrow Lake New Denver 740 52 50°00' 117°17' Nelson New Denver 23 Arrow Lake 840 10 50°00' 117°17' Nelson 24 Arrow Lake New Denver 935 8 50°00' 117°17' Nelson 25 Arrow Lake New Denver 1100 6 50°00' 117°17' 28 Vancouver Chilliwack Richmond2 3 4 49° 10' 123°07' Salmon Arm 31 Kamloops Fly Hills 460 50°42' 119°25' 71 Salmon Arm 32 Kamloops Fly Hills 640 50°42* 119°25' 72 Salmon Arm 33 Kamloops Fly Hills 760 50°42' 41 119°25' Salmon Arm 34 Kamloops Fly Hills 880 50°42' 119°25' 10 Salmon Arm 35 Kamloops Fly Hills 985 50°42' 119°25' 46 Kamloops Salmon Arm Fly Hills 1100 36 50°42' 119°25' 19 Salmon Arm 21 37 Kamloops Fly Hills 1200 50°42' 119°25* 41 Horsefly Raft Creek" Cariboo 775 52°30' 121°30' Horsefly Club Creek 900 42 Cariboo 52°19' 121°01' 78 43 Cariboo Horsefly Club Creek 1000 50 52°19' i2i°or 44 Cariboo Horsefly Club Creek 1100 41 52°19' 12F01' Cariboo Horsefly Club Creek 1200 46 45 52° 19' i2i°or 46 Cariboo Horsefly Club Creek 1250 12F01' 70 52°19' 48 Idaho Wrenco4 915 116°42 3 Sec. 16 48°13' 4 49 Idaho Dufort 655 2 Sec. 26 48°09' 116°35' Idaho Sec. Round Lake4 730 0 50 48°09' 116°38' 71 Vancouver Squamish Cheakamus 8 River5 72 Vancouver Chilliwack 265 8 Maple Ridge 49°16' 122°34 Vancouver Chilliwack 73 Ruby Creek 45 49°21' 121°36' 38 74 Penticton Kamloops Trepanier 650 25 49°51' 119°49' Creek ID number used in study Not used in 48 seed source trial ' From 1994 seed collection 1 Dropped from study due to poor germination 1 Added to original table : 21 Table 2.1b: Northern provenances of paper birch col lected for larger genecology study and germination percentages (from Carlson et al., 2( 00b) ID# 6 District Site name Lat. Long. Germ. Transect Elev. (m) % 54°17' 4 01 Prince Rupert Kalum Exchamsiks 45 129° 19' 7 River 51 Prince Tabor Lake 700 53°55' 122°28' 54 Prince George George 52 Tabor Lake 53°55' 122°28' Prince Prince 800 41 George George Prince Tabor Lake 53°55' 122°28' 53 Prince 900 71 George George 54 Prince Tabor Lake 53°55" 122°28' Prince 1000 82 George George Tabor Lake 55 Prince Prince 53°55' 122°28' 1100 51 George George 56 Prince Prince Tabor Lake 53°55' 1200 122°28' 66 George George Brown Bear 61 Prince Rupert Kalum 210 55°47' 128°45* 42 FSR8 62 Brown Bear 55°47' Prince Rupert Kalum 310 128°45' 43 FSR 63 Prince Rupert Kalum Brown Bear 55°47' 400 128°45' 29 FSR Brown Bear 64 Prince Rupert Kalum 500 55°47' 128°45' 15 FSR Brown Bear 55°47' 65 Prince Rupert Kalum 600 128°45' 15 FSR 66 Brown Bear 55°47' Prince Rupert Kalum 750 128°45' 3 FSR 81 Prince Rupert Kalum New Aiyansh 55°16' 129°02' 80 71 82 Dragon Lake 55°22' Prince Rupert Kalum 175 128°55' 46 Maroon Ck 54°47 83 Prince Rupert Kalum 150 128°45' 13 Kispiox 84 Cranberry 55°35' 128°23' 42 Prince Rupert 330 Junction Moricetown 55°02' 85 Prince Rupert Bulkley 450 127°18 74 86 Telkwa 54°38' 127°07' Prince Rupert Bulkley 530 79 Vanderhoof Fraser Lake 54°04' 124°35' 87 Prince 700 75 George Fort Nelson Beaver Lake 9 91 Fort Nelson 500 59°01' N/A i23°ir ID number used in study Not used in 48 seed source trial 8 FSR = Forest Service Road Added to original table 7 22 Table 2.2: Nursery and common garden locations (from Carlson et al., 2000b). Common Nursery Lat. Long. Elev. Lat. Long. Elev. Garden Northwood 650 54°00' 122°28' Red Rock 725 53°45' 122°41' Landing 50° 17' 119°16' Skimikin 550 50°45' 119°22' 400 46°44' Sandpoint U. of Idaho 735 116°58' 640 48°13' 116°40' -> 1 (position 1) 2 3 4 1 2 3 4 1 2 3 4 etc. I t I etc 4 3 2 1 1 2 3 4 1 etc (position 2,256) 4 3 2 1 4 (position 564) 2 4 (position 1,692) 3 2 1 4 3 2 1 3 4 1 2 3 3 2 1 4 3 etc. 1 t I t 4 (position 1 ,128)2 Position 1: start rep. 1 Position 564: end rep. 1 Position 1128: end rep. 2 Position 1692: end rep. 3 Position 2256: end rep. 4 48 sources x 4 trees per source x 3 nurseries = 564 trees per replication. Positions for trees within each replication randomly selected at time of planting. Figure 2.1: Interlocking block design used at each common garden (from Carlson et al. 1999). 23 Fort Nelson ® British Columbia Legend *«§)Prince Rupert <§) Collection Locations © Common Garden Locations Prince George j (5) Red Rock ©Skimikin ©Salmon Armk Washington /(Ifwrenco Idaho Figure 2.2: Collection and Common Garden Locations - 20 Seed Source Trial 24 CHAPTER THREE BUD FLUSH 3.1 Introduction The timing of bud burst depends largely on the amount of chilling received in winter and the subsequent accumulation of thermal heat sums above a threshold level in the spring (Lechowicz 1984; Billington and Pelham 1991). Once chilling requirements have been met, northern (Baliuckas et al. 1999) and high elevation provenances (Morgenstern 1996) typically require less heat to flush than southern (Baliuckas et al. 1999) and low elevation provenances (Morgenstern 1996). The timing of bud flush is critical because it determines the beginning of the growing season and the probability of damage due to late spring frosts (Cannell and Smith 1986). Accordingly, the timing of bud burst is under strong genetic control (Nienstaedt 1974; Chmura and Rozkowski 2002) and is typically synchronized with air temperature at the site of origin (Morgenstern 1976; Hanninen 1991). Although air temperature appears to be the most significant environmental factor influencing the timing of bud burst (Hanninen 1991; Rohrig 1991; Kramer 1995), soil temperature and photoperiod also play an important role. Several studies have shown that low soil temperatures in spring can contribute to a delay in the initiation of growth in paper birch (Hawkins manuscript in preparation), yellow birch (Betula lutea Michx.) (Fraser 1956), and white birch (Betula verrucosa platyphylla) (Chipoulet 1981). In some species, the temperature response is modified by photoperiod (Wareing 1953), which is defined as "the response to changes in [day length] that enables plants to adapt to seasonal changes in their environment" (Thomas 1998 p. 151). Because temperature can be unpredictable, some researchers have suggested that a light signal may be needed to prevent premature breaking 25 of winter dormancy (Rousi and Pusenius 2005); the proposed date for this critical photoperiod is the Vernal Equinox (March 21) (Hakkinen 1999). For bud burst and subsequent shoot elongation to occur, "photoperiod must be above the critical limit for cessation of growth" (Junttila and Nilsen 1993 p. 45); accordingly "adaptation to photoperiod is probably the most prominent feature in latitudinal ecotypes of temperate tree species" (Junttila and Nilsen 1993 p. 49). Consequently, it is important to remember that in the northern hemisphere, the effective photoperiod (defined as day length plus civil twilight) is 12 hours on or about March 1 and October 10. For the period of March 1 to October 10, effective photoperiod is longer for all points north of a given location, whereas it is longer for all points south of a given location for the period of October 10 to March 1. The objective of this study was to determine whether the date to 20% and 80% bud flush differed significantly among provenances of paper birch when grown in a common garden and whether or not there was a carryover effect from nurseries where the seedlings were grown. It was hypothesized that garden and provenance, but not nursery, would be factors in the date of bud flush for the 20 provenances of paper birch. 26 3.2 Methods 3.2.1 Sample Population 3.2.1.1 Red Rock Three regional latitudinal/longitudinal transects (Prince Rupert, Prince George and Salmon Arm) were chosen with six provenance samples along elevational transects. Two additional regions (Fort Nelson and Idaho) were sampled with one provenance each (Table 3.1). Sixteen trees per provenance (4 trees per repetition, 4 repetitions), grown at all three nurseries were surveyed, for a total of 960 trees (4x4x3x20). 3.2.1.2 Skimikin and Idaho Three regional latitudinal/longitudinal transects (Prince Rupert, Prince George and Salmon Arm) were chosen with three provenance samples along elevational transects (lowest, middle and highest elevation from those sampled at Red Rock). Two additional regions (Fort Nelson and Idaho) were sampled with one provenance each (Table 3.1). Eight trees per provenance (4 trees per repetition, 2 repetitions), grown at all three nurseries were surveyed, for a total of 264 trees (4x2x3x11). This selection of regions and populations within regions (at Red Rock, Skimikin and Idaho) permitted an assessment of the variation in bud flush across latitudinal, longitudinal and elevational transects as well as an evaluation of the carryover effect of nurseries where the seedlings were grown. 27 3.2.2 Survey The bud flush survey was carried out at Red Rock and Skimikin in 2001, 2002 and 2003. The bud flush survey was only carried out at Sandpoint, Idaho in 2001 and 2003 due to heavy moose damage (browse) sustained by these trees in the winter of 2001/2002. The bud flush survey involved recording bud burst for 10 buds on a single branch, preferably the terminal. If the terminal did not have 10 buds, then buds on the next highest branch were examined and so on until a total of 10 buds were surveyed. Surveys were conducted as required, depending on weather - warmer weather required more frequent surveys (every 2 3 days). For each survey, the total number of buds burst (for each tree) was recorded until all 10 buds burst. "Bud burst was [defined] as when the first green ragged edges visually appear between the bud scales, almost like the opening of a 'clam shell'" (Berger 2001). Health and vigour was also assessed at the time of the bud burst survey in 2002 at Red Rock. Although the health and vigour assessment was subjective, the information may help explain the results (i.e. heavy deer browsing and vole damage at Red Rock may influence the results obtained in the study). 3.2.3 Climatic Data Climate data were gathered from Environment Canada (Salmon Arm 2 for Skimikin and Prince George Airport for Red Rock) and the University of Idaho research station. 28 3.2.4 Statistical Methods Because bud flush generally follows a sigmoid curve; beginning slowly, then proceeding more rapidly before slowing again at the end of the flushing period, the number of days required to reach 20% (i.e. 2 of 10 buds flushed) and 80% (i.e. 8 of 10 buds flushed) bud flush were chosen as the points of analysis. 20% bud flush was chosen as the lower threshold to avoid including those buds that all burst immediately, and 80% bud flush was chosen as the upper threshold to avoid including those buds that flush very slowly or never flush. The number of days required to reach 20% and 80% bud flush were calculated for each tree (when 20% and 80% bud flush did not occur on an observation day) with the following formulas: (1) Total buds flushed (per tree) = # buds flushed/ 10 (total # of buds observed) (2) For 80% flush (for example), where 80% did not occur on an observation day: (3) 0.8-0.7 0.9-0.7 =0.1=0.5x2=1.0 0.2 Where: - 0.8 is 80% bud flush (would be 0.2 for 20% bud flush) - 0.7 in numerator and denominator is the number of buds flushed on the observation day prior to 80% - 0.9 in denominator is the number of buds flushed on the observation day post 80% - where 2 is the difference in the number of Julian Days pre- and post80% bud flush 126 + 1.0 = 127 days to 80% bud flush Where: 126 is the Julian Day on the observation day prior to 80% bud flush. The data were analyzed using a general linear model (GLM) with an analysis of variance (ANOVA). Parametric statistics were used because the populations' residuals are normally distributed. Data were analyzed using SYSTAT (version 11, SYSTAT Software Inc., 2005). 29 Only data (11 provenances) common to all gardens was used in the analysis. In the early stages of data analysis, it was determined that although there were significant differences (p<0.001, final F test) in the timing of bud burst among provenances along an elevational transect for each of the Prince George, Prince Rupert and Salmon Arm regions, there were no distinct elevational trends; i.e., bud break did not proceed from lowest elevation to highest elevation as previously suggested (Sulkinoja and Valanne 1987, Morgenstern 1996, Chmura and Rozkowski 2002). This was an unexpected result. However, there were distinct regional groupings (Appendix A: Table A-l and Figure A-l). These provenances were therefore pooled to form a region and the final analysis was run with 5 regions (Fort Nelson, Prince George, Prince Rupert, Salmon Arm and Idaho). The model was initially run with growing degree day (GDD) at the source location as a covariate. GDD source was calculated by Tongli Wang of the UBC Department of Forest Science, Centre for Forest Gene Conservation, with the software ClimateBC (version 2.0, 2005). GDD source is the total number of growing degree days accumulated at a given location defined by latitude, longitude and elevation (GDD = sum (mean daily temperature base temperature (5°C)) from an arbitrary start date). GDD source was later dropped from the model because it was not significant (p=0.242, final F test, for days to 20% bud flush and p=0.052, final F test, for days to 80% bud flush; where a = 0.05). The final ANOVA model used in the analysis was: Days to 20% or 80% Bud Flush = G + N + R + G*N + G*R + N*R + error, where: G = Garden, N = Nursery and R = Region. A separate model was run for each year (2001, 2002 and 2003) because there was no data 30 collected in Idaho in 2002 and the results for each year were quite different. Annual variation in the number of days to bud break appears to be quite variable for these birch populations (Hawkins manuscript in preparation). 3.3 Results ANOVA results for 2003 for days to 20% and 80% bud break indicated Garden, Region, Garden*Region, and Nursery*Region were significant (Table 3.2). Similar results were obtained in 2001 and 2002; very little variation occurred in the order of bud flush from year to year. Results for 2001 (Table B-l) and 2002 (Table B-2) can be found in Appendix B. The mean Julian Days to 20% and 80% bud flush for 2003 by garden increased moving from south to north, while nursery was not different and region had Fort Nelson, Salmon Arm and Idaho being first and similar followed by Prince George and then Prince Rupert (Table 3.3). The 2001 and 2002 results can be found in Appendix B, in Tables B-3 and B-4, respectively. Significant main effects were found for Garden for both days to 20% and 80% flush in all years (p < 0.001, final F test) (Figure 3.1). Paper birch planted at Sandpoint, Idaho flushed before those planted at Skimikin, which flushed before those planted at Red Rock. Although nursery was significant (a = 0.05) for days to 20% flush (p<0.001, final F test) and days to 80% flush (p=0.024, final F test) in 2001, nursery was not found to be significant (a = 0.05) for either days to 20% flush (p=0.504, final F test) or days to 80% flush (p=0.110, final F test) in 2003 or for days to 80% flush (p=0.058, final F test) in 2002. Although days to 20% bud flush in 2002 appeared to be significant (p<0.032, final F test), pairwise comparisons were not found to be significant (p=0.068, Scheffe's). Significant main effects were found 31 for Region for both days to 20% flush and days to 80% flush in all years (p < 0.001, final F test). In 2003, the provenance from the Fort Nelson region was first to flush, followed by those provenances from the Salmon Arm, Idaho, Prince George and Prince Rupert regions. There were no significant interactions (a = 0.05) among Garden and Nursery in any year, however, there were significant interactions (a = 0.05) among Garden and Region for days to 20% flush and days to 80% flush in all years (p < 0.001, final F test) (Figures 3.2 and 3.3). Provenances from different regions were observed to respond differently (i.e. flushed earlier or later) at different gardens. There were no significant interactions (a = 0.05) among Nursery and Region in 2001 or 2002, however, there were significant interactions (a = 0.05) among Nursery and Region for days to 20% flush (p = 0.023, final F test) and days to 80% flush (p < 0.001, final F test) in 2003 (Figures 3.4 and 3.5) because bud flush was delayed in the Fort Nelson provenance when grown at the University of Idaho nursery. 3.4 Discussion It would have been nice to have been able to consider the influence of total days with measurable precipitation (>2mm) and total sunshine hours in the model because they are important factors. However, data was only available at each of the climate recording stations, one value for each region, and not for the place of origin for each of the provenances. Consequently, measurable precipitation and total sunshine hours would simply have been describing region in another way. 32 3.4.1 Garden Effects Paper birch planted at Sandpoint, Idaho burst bud slightly earlier than those planted at Skimikin, which in turn burst bud much earlier than those planted at Red Rock; following the general geographic trend wherein bud flush progresses from south to north (Morgenstern, 1996; Wright, 1976). According to Climate BC (http://genetics.forestry.ubc.ca/cfgc/ClimateBC/, accessed February 23, 2009), the mean date of the last spring frost is May 11 at Sandpoint, Idaho, May 7 at Skimikin and May 31 at Red Rock, suggesting that the order of bud burst in this study may be reflecting the timing of late spring frost at each of the common garden locations. Ager et al. (1993 p. 1936) advocate that "an optimal thermal sum would time bud flush to coincide on or about the mean date of the last damaging spring frost" (even though the last damaging frost may occur earlier than the last spring frost). Veen (1954) also suggests that the temperature conditions in spring are one of the main factors influencing phenological events. However, soil temperature and photoperiod also seem to be playing a role, particularly at the Red Rock site. Given the ambient air temperatures (Figure 4.3), soils at the Red Rock site appeared to remain very close to freezing well into the growing season; whereas cold soils were not a concern at the Skimikin or Idaho sites during bud flush. Results obtained in a laboratory study carried out by Hawkins (manuscript in preparation) in 2002 to determine the influence of soil temperature on bud flush and height growth in paper birch support this hypothesis; revealing that birch with warm roots (mean air temperature 14°C throughout study) flushed earlier and had better overall height growth than those with cold roots (mean 1°C to early March, soils then warmed slowly to a mean of 12°C by mid-March). Fraser (1956) also identified low air 33 and soil temperatures in the month of May (in field studies near Chalk River, Ontario) as possible contributors to a delay in the initiation of growth in paper birch. Because temperature can vary significantly from year to year, many temperate and boreal plant species also rely on photoperiod to constrain their development to 'safe periods'. The significance of this photoperiodic constraint appears to increase with latitude (Morison and Morecroft 2006). In a recent study involving silver birch, Linkosalo and Lechowicz (2006) "demonstrated that plants do not necessarily respond to warming as soon as their chilling requirement is met" (p. 1254). They determined that the initiation of bud development in silver birch occurs around the spring equinox, months after chilling requirements have been met. Their research suggests that photoperiod plays a major role in the initiation of bud development in silver birch in the spring and it may also be important for paper birch. Although GDD source was not found to be statistically significant, an examination of GDD garden, revealed important differences. Based on the growing degree day (GDD) data calculated by Tongli Wang with ClimateBC, the amount of heat (GDD) required for bud flush to occur at Red Rock, the most northerly site, is 1266 GDD (>5°C); whereas the amount of heat required at the Skimikin and Idaho sites is 2041 GDD (>5°C) and 1857 GDD (>5°C), respectively. In the northern hemisphere, northern sites have longer effective photoperiods throughout the growing season than southern sites (Figure 3.6). Moreover, for a given temperature, photoperiods at northern sites are much longer than those at southern sites (Figure 3.7). This may influence the amount of heat (growing degree days) required for bud flush to occur. Research has shown that plants grown under long days (northern 34 latitudes) typically need less heat to flush than those grown under short days (southern latitudes) (Morgenstern 1996; Hawkins manuscript in preparation). Although there is a general latitudinal trend for the amount of growing degree days required for bud flush to occur, there is also an elevational trend; high elevation sites require less heat than low elevation sites (Red Rock 725 m; Skimikin 550 m and Idaho 640 m). Studies have shown that elevation has a similar effect as latitude (Pauley and Perry 1954 cited in Brissette and Barnes 1984; Morgenstern 1996). Sharik and Barnes (1976 cited in Brissette and Barnes 1984) studied birch in the Appalachian Mountains and determined that a change of 1° latitude is approximately equivalent to a change of 189 m in elevation. Period of bud flush (Figure 3.8) was calculated as the time (in days) that it took for trees to progress from 20% to 80% bud flush. The shortest overall period of flush occurred at the Idaho garden, followed by the Skimikin garden and lastly the Red Rock garden; trees grown at the southern gardens (Idaho and Skimikin) beginning bud flush earlier and completing bud flush more quickly than trees grown at Red Rock. This may be due in part because the spring climate in the south is warmer than in the north with more heat being available for bud flush to occur over a shorter period of time. Interestingly, however, the Prince George and Prince Rupert provenances flushed in a shorter period of time than the Fort Nelson, Idaho and Salmon Arm provenances at both the Idaho and Skimikin gardens in 2003. 35 3.4.2 Regional Effects The population from the Fort Nelson region was the first to burst bud, followed by populations from the Salmon Arm, Idaho, Prince George and Prince Rupert regions. For continental populations (Fort Nelson, Salmon Arm, Idaho and Prince George), the order of bud burst appears to correspond closely with elevation at the site of origin: Fort Nelson, 500m; Salmon Arm 810m; Idaho 870m and Prince George 967m. Populations originating from low elevation sites bursting bud before those from high elevation sites; indicating there is a genetic component influencing the date of bud flush. Many common garden studies (Pauley and Perry 1954 cited in Li et al. 2003; Vaartaja 1954; Sulkinoja and Valanne 1987; Myking and Heide 1995; Chmura and Rozkowski 2002) have shown that spring bud flush is strongly correlated with latitude, longitude or elevation of origin. In a study by Sulkinoja and Valanne (1987) involving Finnish and Lappish birch species, low elevation downy birch provenances burst bud earlier than high elevation provenances. This same trend was observed in red oak (Quercus rubra L.) by McGee (1969). In a separate study involving Beech (Fagus sylvatica L.), Chmura and Rozkowski (2002) determined that the elevation of the provenance influenced the timing of bud flush. Although the relationship was not linear, lower elevation provenances did flush before higher elevation provenances. Morgenstern (1996 p. 78) suggests that these "elevational clines are due to adaptation to several physiological processes involving both photoperiod and temperature". However, because the natural environment of the provenances is so different (elevation, soil moisture, light, heat...) from the garden environment in which they were grown, environment is also likely playing a role. 36 From the perspective of growing degree days (calculated by Tongli Wang with ClimateBC), northern provenances of paper birch (Fort Nelson 1219 GDD (>5°C); Prince George 947 (±98 SE) GDD (>5°C)) required less heat (GDD) than southern provenances (Salmon Arm 1627 (+204 SE) GDD (>5°C); Idaho 1540 GDD (>5°C)). In the northern hemisphere, northern sites have longer photoperiods throughout the growing season than southern sites (Figure 3.6). Moreover, for a given temperature, photoperiods at northern sites are much longer than those at southern sites (Figure 3.7); which may influence the amount of heat (GDD) required for bud flush to occur. Research has shown that plants grown under long days (northern latitudes) typically need less heat (fewer growing degree days) to flush than those grown under short days (southern latitudes) (Morgenstern 1996; Hawkins manuscript in preparation). In a reciprocal study carried out by Hawkins (manuscript in preparation), paper birch provenances chilled at the Red Rock common garden (until 12 hour day length (including twilight) or effective photoperiod was reached) were subsequently planted at Skimikin and Red Rock; individuals moved to the Skimikin garden flushed earlier, but needed more heat than those at the Red Rock garden. Additionally, on a recent spring (early May 2008) trip to Fort Nelson, we observed that the trees in Fort Nelson were breaking bud when we arrived and had almost finished by the time we left, however, when we returned to Prince George, the buds were just beginning to flush (Hawkins personal communication, February 18, 2009). On May 10, 2008, Fort Nelson had accumulated 184.9 degree days of heat, whereas Prince George had accumulated 211.0 degree days of heat by May 12, 2008 (source: Canadian Climate Data). This suggests that in addition to temperature, photoperiod regulates bud flush in response to the acquisition of heat in the spring. This has also been shown to be true of provenances from high elevation sites versus those from low elevation 37 sites (Morgenstern 1996). This complex interaction between photoperiod and temperature has likely come about because for a given date, temperature can vary significantly from year to year whereas photoperiod is consistent; thereby constraining development in temperate and boreal plant species to 'safe periods' (Morison and Morecroft 2006). Interestingly, however, the phenological responses (bud flush, leaf drop...) of our northern provenances (FN) are very different from those of the Finnish northern provenances, which originate from further north than our provenances. This may be due to the fact that the climate in northern Finland differs very little from that in southern Finland (except in winter and in the duration of the growing season, which is shorter in northern Finland) because there are no high mountains and due to the "modifying influence of the prevailing westerly winds from the Gulf Stream" (Vaartaja 1954 p. 393). Alternatively, because most of Finland lies north of 60 degrees latitude, all populations will experience some days with continuous effective photoperiod. This may result in temperature being a more reliable cue (depending on the time of year) than photoperiod. When populations of continental origin (Prince George) were compared with those of maritime origin (Prince Rupert), the order of bud flush followed a longitudinal or inverse continentality trend; continental populations bursting bud before maritime populations. This is because maritime provenances respond more slowly than continental provenances when brought to a continental site (Morgenstern 1976). These results are supported by Chmura and Rozkowski (2002) who determined that longitude of origin had the most significant impact on the timing of bud flush in Beech, with eastern or continental provenances of Beech 38 flushing earlier than western or maritime provenances. Veen (1954) proposed this is because maritime and lower elevation climates experience gradually increasing temperatures in spring with long periods of late frosts; whereas continental and higher elevation climates experience rapidly increasing temperatures with short periods of late frosts. As a result, provenances from coastal and low elevations need more heat for a given photoperiod and tend to flush later to avoid the risk of late spring frosts, whereas provenances from interior and high elevations require a minimum amount of heat once a critical day length has been attained because there is less chance of late spring frosts. 3.4.3 Nursery Effects There were significant nursery effects in 2001, but not in 2002 or 2003, implying that nursery does not play a significant role in the date of bud flush following the initial year or two of establishment. These results are consistent with those obtained in an 18 seed source trial with paper birch in British Columbia (Carlson et al. 2000a). In that study, there were no differences observed between nurseries for tree heights or frost resistance. It was also determined (in this same study) that nursery did not play a role in the timing of bud flush following the initial year of establishment (Hawkins personal communication). Interestingly, however, nursery culture appears to have a much greater influence on conifers. In an ongoing study involving hybrid spruce (Picea glauca x Picea englemanii), nursery culture continues to account for significant (P < 0.05) variation in tree survival, height and diameter growth 10 years after planting (Hawkins 2005). In a separate study involving lodgepole pine (Pinus contorta Dougl.), early results suggested that nursery culture had a significant (P < 0.01) influence on height and diameter growth two years after planting (Ying et al. 1989). 39 The observed difference may possibly be due to conifers having determinate shoot growth while birch displays indeterminate shoot growth. 3.4.4 Garden by Region Interaction This interaction was not deemed to be very significant due to the stability of flushing (order of the regions is the same) through different environments (at different gardens), suggesting this feature is under genetic control (Chmura and Rozkowski 2002). The order of flush follows a latitudinal trend by garden and by region (except for the Fort Nelson provenance) with southern gardens and provenances flushing before northern ones (Prince Rupert is actually further north than Prince George and also more maritime). The reason why the Fort Nelson provenance may not be conforming to the general latitudinal trend is because of its origin being about 5° north of RR, 9° north of SK and 11° north of ID. Even with the shorter days, the amount of heat received in the south is far greater for a given photoperiod than it would receive in Fort Nelson. 3.4.5 Nursery by Region Interaction This interaction is significant due to the delay in bud flush (to 20% and 80%) in 2003 of the Fort Nelson provenance grown at the University of Idaho nursery. This trend was not evident in the Fort Nelson provenance or any other provenance in 2001 or 2002. It is not known whether this was a one time occurrence or a continuing trend as bud flush surveys were not carried out after 2003. There is very little difference, however, among nurseries in the timing of bud flush of the provenances from the other regions; there is greater variability in the timing of bud flush among the regions (as discussed above). The delayed flushing of 40 the Fort Nelson provenance grown at the University of Idaho nursery may have been influenced by stock handling; seedlings grown at the University of Idaho were cold stored, but not frozen. As a result, many of the seedlings were planted mouldy and weak at Red Rock. More importantly, however, studies have shown that different provenances react differently to the nursery environment in which they are grown; particularly when provenances are displaced long distances to completely different temperature and photoperiodic regimes (Morgenstern 1976): Fort Nelson provenance transferred 11° latitude south to the University of Idaho nursery. Northern and high elevation provenances grown at southern and low elevation nurseries have lower heat requirements for bud flush to occur than local provenances and often flush too early leaving them susceptible to spring frosts (Morgenstern 1976). Many of the trees from the Fort Nelson provenance (grown at all three nurseries) planted at the Idaho garden may have died due to spring frost damage. Furthermore, northern provenances grown in southern nurseries are grown under much shorter photoperiods than they are adapted to in their natural environments and may be maladapted to the northern photoperiod when planted in the north (Hawkins 1998). 3.4.6 Conclusion and Research Pitfalls This study has shown that the geographic variation in the timing of bud flush in paper birch generally follows latitudinal, longitudinal and elevational clines. Although there is a strong genetic component (there is little annual variation in the timing of bud flush among regions), there is an environmental component as well which is demonstrated by the differences in the number of days and the amount of heat required for bud flush to occur at the different gardens. Results from this study in conjunction with the literature suggest and that there is 41 no single factor that determines the onset of bud flush in paper birch; rather it is a complex interaction among population genetics, air and soil temperature and photoperiod. What's more, there is currently a shortage of information on the modifying effects of photoperiod on heat sums in paper birch and other tree species. When developing seed zones and seed transfer guidelines for paper birch, it will be important to consider the influence of these factors on the timing of bud flush for each provenance. Moving provenances too far from their place of origin could leave them susceptible to a number of unfavourable biotic (herbivory, insects and disease) and abiotic (frost) factors which will ultimately lead to poor growth and possibly even death. These findings demonstrate that environmental conditions (i.e., soil moisture, soil temperature, soil nutrients) are important factors to consider when establishing common garden trials. The drought at Skimikin and the cold soils and poor soil nutrient conditions at Red Rock likely influenced the outcome of this study. Additionally, the anticipation and minimization of herbivory is also crucial to minimize or avoid the potential damage herbivory can cause. Moose browsing at the Idaho site prevented the collection of bud flush data in 2002. Deer and vole damage at the Red Rock site also likely influenced the outcome of this trial. Furthermore, stock handling should be the same at all nurseries to avoid unknown factors. As well, the potential effects of long distance displacement should be considered when growing different provenances at centralized nurseries. Alternatively, because nurseries can't be located to meet the environmental requirements of every seed source, it may be beneficial to choose a nursery most appropriate for the seed source (Campbell and Sorensen 1984). 42 3.5 Tables and Figures Table 3.1: Provenances chosen for bud flush survey at Red Rock, Skimikin and Idaho; and the height growth survey at Red Rock and Skimikin (Adapted from Carlson et al., 2000) Provenance Region Site name Elev. (m) Lat. Long. 13* Idaho Wrenco 870 48°13' 116°42' 50°42' 31* Salmon Fly Hills 460 119°25' Arm 32 50°42' Salmon Fly Hills 640 119°25' Arm 33* Salmon Fly Hills 50°42' 760 119°25' Arm 35 Salmon Fly Hills 50°42' 985 119°25' Arm 50°42' 36 Salmon Fly Hills 1100 119°25' Arm 37* Salmon Fly Hills 50°42' 1200 119°25' Arm Tabor Lk 51* Prince 700 53°55' 122°28' George 52 Tabor Lk 53°55' Prince 800 122°28' George Tabor Lk 53 Prince 53°55' 900 122°28' George 54* Tabor Lk Prince 1000 53°55' 122°28' George Tabor Lk 55 Prince 53°55' 1100 122°28' George 56* Prince Tabor Lk 53°55' 1200 122°28' George 61* Brown Bear Prince 210 55°47' 128°45' FSR Rupert Brown Bear 62 Prince 55°47' 310 128°45' FSR Rupert 63* Prince Brown Bear 55°47' 400 128°45' Rupert FSR 64 Brown Bear 55°47' Prince 500 128°45' FSR Rupert Brown Bear 65 Prince 600 55°47' 128°45' Rupert FSR 66* Brown Bear Prince 750 55°47' 128°45' Rupert FSR Beaver Lake 91* Fort Nelson 500 123°11' 59°01' * Provenances surveyed at Skimikin and Idaho. All provenances were surveyed at Red Rock. 43 Table 3.2: ANOVA results for Days to 20% and 80% Bud Flush in 2003. Significant (a=0.05) results are in bold and shaded. F-Ratio Sum-of-Squares df P z R : 0.824 Days to 20% Bud Flush N:784 2 Garden 40028.809 810.284 <0.001 Nursery 2 0.504 33.838 0.685 Region 4 17134.801 173.426 <0.001 Garden * Nursery 51.554 4 0.522 0.720 Garden * Region 1600.819 8 8.101 <0.001 Nursery * Region 448.423 8 2.269 0.021 Error 18648.867 755 Days to 80% Bud Flush Garden Nursery Region Garden * Nursery Garden * Region Nursery * Region Error Rz: 0.818 N:802 59088.547 147.116 14894.870 46.814 1828.818 965.429 25657.528 2 2 4 4 8 8 773 890.098 2.216 112.187 0.353 6.887 3.636 <0.001 0.110 <0.001 0.842 <0.001 <0.001 Table 3.3: Mean Julian Days to 20% and 80% Bud Flush by Garden, Nursery and Region in 2003. Means followed by the same letter within a factor are not significantly sed on Schef fe's pairwise comparison tests (a=0.05) Mean JD Mean JD Standard Standard to 20% Error of to 80% Error of Bud Flush the Mean Bud Flush the Mean Garden 102.023 a 106.054 a 0.829 0.682 ID 104.775 b 0.410 108.812 b 0.467 SK 124.271 c 130.967 c 0.358 0.398 RR Nursery 0.502 109.945 a 114.508 a 0.457 LN 110.475 a 115.703 a 0.478 0.493 NW 110.648 a 115.623 a 0.458 0.510 Ul Region 104.806 a 1.349 110.223 a 1.163 FN 107.477 a 112.749 a 0.394 0.349 SA 107.963 a 0.612 113.571a 0.690 ID 112.400 b 0.322 116.487 b 0.373 PG 119.135 c 0.332 123.360 c 0.386 PR 44 2500 -T, 140 a-120 2000 f 100 1500 80 it | 60 £ 1000 3 o 40 5 500 20 RR ID SK Garden -GDD(>5'C) • - Days to 20% Bud Flush - A — Days to 80% Bud Flush Figure 3.1: Growing Degree Days (GDD 5°C base) and Julian Days to 20% and 80% Bud Flush ± SEM by Garden Compared. Where error bars are not visible, they are within the plotted symbol. There are no error bars for GDD for any of the gardens (RR=Red Rock; ID=Idaho; SK=Skimikin). 140 130 -f 120 S. a c a 110 100 90 80 FN SA ID PG PR Region -ID -SK-A-RRl Figure 3.2: Mean Julian Days to 20% Bud Flush ± SEM by Region in each Garden in 2003 with Nursery pooled. Where error bars are not visible, they are within the plotted symbol (FN = Fort Nelson; SA = Salmon Arm; ID = Idaho; PG = Prince George; PR = Prince Rupert; ID = Idaho; SK = Skimikin and RR = Red Rock). 45 150 140 130 H in CO Q > c 120 110 100 90 -SK -ID- -RR Figure 3.3: Mean Julian Days to 80% Bud Flush ± SEM by Region in each Garden in 2003 with Nursery pooled. Where error bars are not visible, they are within the plotted symbol (FN = Fort Nelson; SA = Salmon Arm; ID = Idaho; PG = Prince George; PR = Prince Rupert; ID = Idaho; SK = Skimikin and RR = Red Rock). 125 lian Days 190 115 — - 110 m "' 3 105 100 r^^l> [ . . _ . 95 FN SA ID F PG PR Region — • - - LN —•— NW --kr- -Ul Figure 3.4: Mean Julian Days to 20% Bud Flush ± SEM by Region in each Nursery in 2003 with Garden pooled. Where error bars are not visible, they are within the plotted symbol (FN = Fort Nelson; SA = Salmon Arm; ID = Idaho; PG = Prince George; PR = Prince Rupert; LN = Landing Nursery; NW = J.D. Little Forestry Centre; UI = University of Idaho Nursery). 46 LN -NW •III Figure 3.5: Mean Julian Days to 80% Bud Flush ± SEM by Region in each Nursery in 2003 with Garden pooled. Where error bars are not visible, they are within the plotted symbol (FN = Fort Nelson; SA = Salmon Arm; ID = Idaho; PG = Prince George; PR = Prince Rupert; LN = Landing Nursery; NW = J.D. Little Forestry Centre; UI = University of Idaho Nursery). 1400 200 Julian Day •Idaho • Skimikin • Red Rock• • Fort Nelson Figue 3.6: Effective photoperiod (Day length (minutes) including civil twilight) by Julian Day for each Garden and Fort Nelson for comparison. 47 1300 1250 1200 1150 3 1100 C 1050 | e 1000 4 — g 950 900 850 800 10 15 20 Temperature (°C) -RR -FN SK ID Figure 3.7: Daylength (minutes) vs. Mean Monthly Temperature (°C) by Garden (RR=Red Rock; SK=Skimikin; ID=Idaho) and the Fort Nelson Region (FN) for comparison. 12.0 10.0 •S 8.0 LL "S •o o » 6.0 4.0 Q. 2.0 4 0.0 ID SA PR PG FN Region ID •SK RR Figure 3.8: Period of Bud Flush (days) ± SEM by Garden and Region in 2003 with Nursery pooled. Where error bars are not visible, they are within the plotted symbol (ID=Idaho; SA=Salmon Arm; PG=Prince George; PR=Prince Rupert; FN=Fort Nelson; Garden: ID=Sandpoint, Idaho; SK=Skimikin; RR=Red Rock). 48 CHAPTER FOUR HEIGHT GROWTH 4.1 Introduction The geographic variation in height growth of paper birch is influenced by environmental and genetic factors as well as the interactions between these two factors (Callaham 1962; Morgenstern 1996). Abiotic factors such as air and soil temperature, light and moisture must be favourable for growth to occur, however, variation among these factors must fall within the natural range of tolerance of the genotype or else growth will be unfavourably affected (Callaham 1962). Biotic factors such as herbivory can also influence height growth. Temperature influences growth rate and at times growing season length (Callaham 1962). However, optimal growth, even under favourable climatic conditions, is somewhat limited because "growth mechanisms of trees have evolved to be in harmony with the environment in which trees grow" (Callaham 1962 p.319). Therefore a trade off exists between cold hardiness and optimal growth rate; "adaptations that favour survival under one set of conditions will generally reduce growth rate or survival elsewhere" (Loehle 1998 p. 737). There are three major aspects of cold tolerance which can cause reduced growth: i) structural investments such as adaptations to prevent freezing damage (i.e. increased lignification in needles); ii) physiological responses such as those involved in cold resistance (i.e. accumulation of sugars in leaves) and iii) a conservative growth strategy (Loehle 1998). Although plants growing in less favourable climatic conditions have shorter growing periods, their reduced growth cannot be solely attributed to a shorter growing season. Studies have 49 shown that plants growing in cold climates have similar photosynthetic capacity as plants from warmer climates (Korner and Larcher 1988). However, because they have a shorter growing period, these plants cannot afford to take many risks because re-growth might not be possible after the damaging event. As a result, these plants tend to invest energy in components of growth that reduce risk, such as resistance to herbivory and increased frost tolerance, which further reduces growth rate (Loehle 1998). Photoperiod; the ratio of light to dark in a 24 hour period, influences the beginning and end of growth in photoperiodically sensitive plants and in turn determines the duration of the growing period (Callaham 1962). Studies, among others, have confirmed the existence of intraspecific photoperiodic ecotypes along latitudinal clines (Vaartaja 1954; Down and Borthwick 1956; Eriksson and Jonsson 1986 and Li et al. 2003). When trees are exposed to photoperiods different from those in their natural environment it can lead to early cessation of growth, abnormal growth or even death (Vaartaja 1954). For instance, northern provenances transferred south of their natural range (into shorter photoperiods) often survive, but show abnormal growth and don't take full advantage of the growing season (enter dormancy too early). Conversely, the longer photoperiods experienced by southern provenances transferred north of their natural range often prevent proper dormancy and lead to frost damage or even death (Vaartaja 1954). Finally, it is thought that "heat stress [or drought] can be a principal limiting factor in the distribution, adaptability and productivity of wild and cultivated plants" (Ranney and Peet 1994 p. 243). It is believed that moisture stress and not high temperatures often lead to the 50 failure of planting trials where northern provenances are planted at southern sites (Loehle 1998). Furthermore, the lack of moisture either through drought or a lack of availability (i.e. frozen soils) delays the onset of bud flush and therefore active growth. Biotic factors such as herbivory and insect infestations can also influence height growth. In several studies involving silver birch, Rousi et al. (1990), Rousi et al. (1993) and Rousi et al. (1997) determined that there was substantial variation in resistance among geographic origins and families of birch due to browsing by herbivores. This genetic variation is thought to be an evolutionary response to browsing by herbivores; "highly resistant genotypes may indicate past, more intensive herbivore pressures" (Rousi et al. 1997 pg. 401). These results are confirmed in a recent study by Bryant et al. (In press) involving Alaska birch (Betula neoalaskana Sarg.) and paper birch. Their study revealed that Alaska birch is more closely associated with fire frequency than paper birch (P<0.001). As a result, Alaska birch range was also more closely associated with higher hare densities than paper birch. Consequently, Alaska birch had higher gland densities and higher papyriferic acid levels (P<0.001) than paper birch, resulting in greater antibrowsing defences'. The objective of this study was to determine whether height growth differed significantly among provenances of paper birch when grown in a common garden and whether or not there was a carryover effect from the nurseries where the seedlings were grown. It was hypothesized that garden and provenance, but not nursery, would be factors in height growth for the 20 provenances of paper birch. 51 4.2 Methods 4.2.1 Sample Population 4.2.1.1 Red Rock Three regional latitudinal/longitudinal transects (Prince Rupert, Prince George and Salmon Arm) were chosen with six provenance samples along elevational transects. Two additional regions (Fort Nelson and Idaho) were sampled with one provenance each (Table 3.1). Sixteen trees per provenance (4 trees per repetition, 4 repetitions), grown at all three nurseries were surveyed, for a total of 960 trees (4x4x3x20). 4.2.1.2 Skimikin Three regional latitudinal/longitudinal transects (Prince Rupert, Prince George and Salmon Arm) were chosen with three provenance samples along elevational transects (lowest, middle and highest elevation from those sampled at Red Rock). Two additional regions (Fort Nelson and Idaho) were sampled with one provenance each (Table 3.1). Eight trees per provenance (4 trees per repetition, 2 repetitions), grown at all three nurseries were surveyed, for a total of 264 trees (4x2x3x11). This selection of provenances (at Red Rock and Skimikin) permitted an assessment of the variation in height growth across latitudinal, longitudinal and elevational transects as well as an evaluation of the carryover effect from nurseries where the seedlings were grown. There were no height growth measurements carried out at Sandpoint, Idaho for logistical reasons. 52 4.2.2 Survey Initially, height growth was measured seven times per growing season (early June, early and mid July, early and mid August, early September and mid October) at Red Rock and Skimikin in 2001 and 2002. Data from this survey was later dropped due to the heavy and repeated abiotic (frost) and biotic (herbivory) damage to trees, specifically at the Red Rock garden. Because annual height growth measurements continued from 2003 through 2006 at both the Red Rock and Skimikin gardens, the study focused on the cumulative growth of the birch trees over the entire period from 2000 to 2006. 4.2.3 Statistical Methods Although there was heavy and repeated damage sustained by many of the birch trees at both Red Rock and Skimikin over the years, this damage was considered a naturally occurring event in a common garden trial. Given that the same trees were measured each year, the data were analyzed using repeated measures analysis of variance with a general linear model. Parametric statistics were used because the populations' residuals are normally distributed. Data were analyzed using SYSTAT (version 11, SYSTAT Software Inc., 2005). Total height growth at the end of each year (2000 to 2006) was used in the analysis. Furthermore, only data (11 provenances) common to both gardens were used in the analysis. Although early analysis revealed significant differences (P=0.002, final F test) in height growth among provenances along an elevational transect for each of the Prince George, Prince Rupert and Salmon Arm regions, there were no distinct elevational trends beyond 2001; instead there were distinct regional groupings (Appendix A: Table A-2 and Figure A-2). That is, low elevation provenances did not show superior growth over high elevation provenances 53 (Morgenstern 1996). This was an unexpected result and the provenances were pooled to form a region and the final analysis was run with 5 regions (Fort Nelson, Prince George, Prince Rupert, Salmon Arm and Idaho). Also, because all the trees from the Idaho provenance grown at one nursery (Northwood) were dead at the Red Rock garden and the majority of the trees from this same provenance grown at the other two nurseries were also dead at the Red Rock garden, the Idaho provenance was completely removed from the final analysis. The final general linear model used in the repeated measures analysis was: Height Growth = G + R + N + G*R + G*N + R*N + error Where: G= Garden, R = Region and N = Nursery. 4.3 Results Univariate repeated measures analysis results are summarized in Table 4.1. Significant main effects were found for Garden (P < 0.001, final F test). Paper birch planted at Skimikin had better overall growth than those planted at Red Rock (Table 4.2). Nursery was not found to be significant (P = 0.19, final Ftest). Significant main effects were also found for Region (P < 0.001, final F test). Paper birch populations from Prince George, Prince Rupert and Salmon Arm exhibited better growth than the population from Fort Nelson (Table 4.2). There were significant interactions between Garden and Nursery (P = 0.03, final F test) (Figure 4.1) and Garden and Region (P < 0.001, final F test) (Figure 4.2). There was no significant interaction between Region and Nursery (P = 0.19, final F test). Within subjects, Time (P<0.001, final F test) was significant as were the interactions between Time and 54 Garden (P<0.001, final F test), Time and Nursery and Garden (P=0.043, final F test) and Time and Region and Garden (P<0.001, final F test). There was no significant interaction between Time and Region (P = 0.199, final F test), suggesting that the genetic influence is holding over time. There were also no significant interactions between Time and Nursery (P=0.358, final F test) or Time and Region and Nursery (P=0.836, final F test). 4.4 Discussion 4.4.1 Garden Effects Paper birch grown at Skimikin exhibited better overall growth than those grown at Red Rock. This may be due to differences in soils and climate between the two gardens. The soils at Red Rock are predominantly sand with low organic content; whereas the soils at Skimikin are sandy loam with high coarse fragment content (Hawkins personal communication Feb. 18, 2009). In general, the climate at Skimikin is more favourable than at Red Rock. The mean annual temperature at Skimikin is 7.2°C compared to 4.0°C at Red Rock. The mean annual rainfall at Skimikin is 487mm versus and 419mm at Red Rock. Furthermore, there are 136 frost free days at Skimkin compared to only 85 at Red Rock (Canadian Climate Normals: http://climate.weatheroffice.ec.gc.ca/climate normals (August 3, 2005)). Hawkins (Manuscript in preparation) carried out a laboratory study in 2002 with paper birch to determine the influence of soil temperature on bud flush and subsequently on height growth. The results of the study revealed that birch with warm roots (mean 14°C throughout study) flushed earlier and had better overall height growth than those with cold roots (mean 1°C to early March, soils then warmed slowly to a mean of 12°C by mid-March). It was 55 noted that in some years the soils at the Red Rock site remain very close to freezing well into the growing season. Fraser (1956) also identified low air and soil temperatures in the month of May (in field studies at Chalk River, Ontario) as possible contributors to a delay in the initiation of growth in paper birch. Cold soils would not be a concern at Skimikin during the bud flush and early growth phase. Figure 4.3 demonstrates how the soils at Skimikin have the potential to warm in early April, whereas the soils at Red Rock potentially warm very slowly with mean daily maximums < 5°C and minimums below 0°C for much of April. Even though differences in temperature, precipitation and number of frost free days likely contributed significantly to the reduced overall height growth at Red Rock, abiotic (frost) and biotic (herbivory) factors also likely played a significant role. Throughout the duration of the study, trees grown at Red Rock were repeatedly damaged by frost, deer and voles (Table 4.3). Southern provenances (Salmon Arm and Idaho) received most of the damage, whereas mid-latitude provenances (Prince George and Prince Rupert) received less damage and the Fort Nelson provenance received the least damage and had the greatest number of healthy trees. The rate of mortality for all regions, however, was acceptable at less than 10%. Although not recorded, damage from abiotic and biotic factors at Skimikin were minimal. Several studies involving silver birch in Scandinavia (Rousi et al. 1990, Rousi et al. 1993 and Rousi et al. 1997) revealed that there is substantial variation among geographic origins of trees in resistance to herbivory and it is thought to be an evolutionary response. The best predictor of resistance to herbivory (in these studies) was found to be the number of resin droplets in the bark (Rousi et al. 1990). These results are supported by Bryant et al. (In 56 press) who studied the influence of fire frequency, hare populations and herbivory pressures in Alaska birch and paper birch. They determined that Alaska birch has more resin glands and significantly higher concentrations of papyriferic acid (P<0.001) than paper birch and those higher papyriferic acid concentrations were associated with increasing hare densities (higher herbivory pressure). They also determined that higher Alaska birch densities are more closely associated with higher fire frequency than paper birch (P<0.001) suggesting "the existence of a fire driven birch-hare geographic mosaic of selection" (Bryant et al. In press p. 16). Based on observations, the Fort Nelson provenance of paper birch (which overlaps with the natural range of Alaska birch in the Fort Nelson area) has more resin glands per unit area than the other provenances of paper birch studied and may have higher concentrations of papyriferic acid than the southern provenances, minimizing the effects of herbivory. It would be interesting, in a future laboratory study, to determine if the Fort Nelson provenance of paper birch has higher concentrations of papyriferic acid than more southerly provenances of paper birch. 4.4.2 Regional Effects Photoperiod may have played a significant role in the regional differences observed in the overall height growth of individual populations of paper birch; especially for the population from Fort Nelson, which exhibited the poorest overall height growth when grown at the southern gardens. Figure 3.6 illustrates that northern sites have longer photoperiods than southern sites. When the Fort Nelson provenance was planted in the southern gardens, it was exposed to shorter day lengths than it was habituated to in its natural environment resulting 57 in reduced growth. The maximum day length at Skimikin was similar to the May day length in Fort Nelson. It is well known that short days induce growth cessation, cold acclimation and dormancy (Vaartaja 1954; Veen 1954; Downs and Borthwick 1956; Li et al. 2003) in photoperiodically sensitive plants and that "photoperiodic responses often differ between the northern and southern ecotypes of the same species" (Li et al. 2003 p. 131). Northern ecotypes typically exhibit earlier growth cessation, cold acclimation and dormancy than their southern counterparts. However, they also have higher freezing tolerances (Li et al. 2003). Accordingly, height growth response of birch in the study by Li et al. (2003) was closely related to the length of the frost-free growing season at their place of origin. The frost free period at Fort Nelson (Beaver Lake) is 90 days compared to 136 days at Skimikin. Differences in the length of the growing season were reflected in differences in height growth between ecotypes; northern provenances being the shortest and southern provenances being the tallest (Li et al. 2003). Down and Borthwick (1956) studied the effects of photoperiod on several tree species. Although there were differences in individual species' responses, growth of the entire tree species tested in the study were influenced by photoperiod; long days prolonged growth, whereas short days induced dormancy. These results are supported by Hawkins (manuscript in preparation) who carried out a laboratory study in 2001 with paper birch to determine the influence of day length on bud flush and subsequently on height growth. The study revealed that birch grown under long days (16 hours) flushed earlier than those grown under short days (8 hours); leading to an earlier onset of growth. Air temperature was the same for both photoperiods. 58 Provenances from the Idaho and Salmon Arm regions were exposed to longer day lengths than they are habituated to in their natural environments when they were planted at the Red Rock garden, north of their natural ranges. Due to the longer days, these provenances did not receive the appropriate day length cues and possibly did not have sufficient cold hardiness prior to the first fall frosts; as a result many of them were stressed, severely damaged or killed. In a study with Scandinavian birch species, Vaartaja (1954) observed similar results; the abnormally long photoperiods experienced by trees transferred north of their origin did not permit them to develop proper dormancy, leaving them susceptible to fall frosts. Loehle (1998) noted that the most limiting factor a tree faces when grown north of its usual range is frost damage. Alternatively, because they were stressed, they may have been more attractive to pests and disease (Zobel and Talbert 1984); the cause of death in some individuals may have been either frost or girdling by voles. 4.4.3 Garden by Nursery Interactions Statistically there was a significant interaction between garden and nursery (P=0.036, final F test) however there is little difference (within a garden) in growth among the trees grown at the three nurseries. There is a greater difference in growth between the trees of the two gardens (as discussed above). One factor that may have had an influence on the outcome of the study, however, is that the seedlings grown at the University of Idaho were cold stored, but not frozen. As a result of the longer time in cold (+2 °C) storage, many of the seedlings were planted mouldy and weak at Red Rock. 59 Additionally, all the trees from the Idaho provenance grown at the Northwood nursery were dead at the Red Rock garden and the majority of the trees from this same provenance grown at the other two nurseries were also dead at the Red Rock garden; resulting in the complete removal of the Idaho provenance from the final analysis, and may be an indication of displacement and nursery after effects. 4.4.4 Garden by Region Interactions In general, trees grown at Skimikin exhibited better overall growth (except FN) than those grown at Red Rock. At Red Rock, provenances from the Prince Rupert, Prince George and Fort Nelson regions exhibited similar growth; whereas the provenances from the Salmon Arm region had the poorest growth. In this study it appears that the best growth occurred with local provenances at local sites, whereas provenances transferred considerable distances from their places of origin exhibited the poorest growth (Fort Nelson provenance at Skimikin; Idaho and Salmon Arm provenances at Red Rock). This may be due to light, temperature and moisture conditions at the common garden sites differing significantly from those at the site of origin. Hemery et al. (2005) carried out provenance trials with walnut (Jugulans regia L.) in Great Britain. Although they observed significant (P < 0.05) linear relationships for height increment against elevation, latitude and longitude, they noted "reduced tree height increment with increasing distance of origin from the planting location" (p. 128) and noticed that provenances from comparable environments to the common garden location performed best. In a study established in southern Sweden by Eriksson and Jonsson (1986) involving 60 silver and downy birch provenances from a range of latitudes, results showed that there was considerable growth reduction following a long distance southward transfer. In another study involving silver birch, results showed that "long distance transfers in both directions tended to result in growth reductions" (p. 425). However, they noted that short distance transfers did not influence height growth considerably (Eriksson and Jonsson 1986). Worrell et al. (2000) observed similar results when they carried out provenance trials with Scandinavian birch species in Scotland. They observed that Scandinavian provenances had poorer height growth and survival than the local Scottish controls. Finally, due to unseasonably dry conditions at Skimikin in 2001 (average of 25% less precipitation over historical norms for the period of May through September), an irrigation system was installed to prevent the loss of the entire plantation. This may have had an influence on the final outcome of the study. Furthermore, due to the poor soil nutrient conditions at Red Rock, all trees were fertilized in 2000, 2001, 2002 and 2003 with a mixture of 14-16-10 (N-P-K) and 12% sulphur. The trees each received 25, 30, 60 and 60 grams of fertilizer in each year, respectively. Table 4.2a shows that growth of the trees at the Red Rock site started to diverge from those at the Skimikin site in 2004. This may be due to the discontinuation of the fertilization treatments at Red Rock after 2003 or recovery from the drought at Skimikin. 4.4.5 Conclusion This study has shown that the geographic variation in height growth of paper birch does not definitively follow latitudinal, longitudinal or altitudinal clines. Instead, 'local' provenances 61 showed the best performance. The Prince Rupert and Prince George provenances grew well outside their natural ranges showing good survival and growth at both the Skimikin and Red Rock gardens. Salmon Arm and Fort Nelson provenances, however, performed poorly outside of their natural ranges. What lead to the poor performance of the Fort Nelson provenance at the Skimikin site and the Idaho and Salmon Arm provenances at the Red Rock site? Were climatic conditions (temperature, precipitation) too different? Were soil conditions (nutrients, moisture, freezing) a factor? Were the changes in photoperiod too great? Was herbivory a factor? One or more of these factors likely played a role in the performance of the different provenances at the common garden sites. Although the geographic variation in height growth of paper birch is influenced by many different environmental factors, the range of responses of a given provenance to these environmental factors is limited by its genotype. This study involved extreme north south transfers of provenances; the Idaho provenance was transferred approximately 6 degrees latitude north to the Red Rock garden and the Fort Nelson provenance was transferred approximately 10 degrees latitude south to the Skimikin garden. Generally with tree species, it is easier to move them north than south (O'Neill and Yanchuk 2005). The present seed transfer guidelines in BC are based on this (Ying and Yanchuk 2006). Therefore it is interesting to note that the Prince George and Prince Rupert provenances were moved as far south (to the Skimikin garden) as the Salmon Arm provenance was moved north (to the Red Rock garden), yet the Prince George and Prince Rupert provenances had fewer differences in growth performance between the two gardens than the Salmon Arm provenance. This may 62 be illustrating that the response of a given provenance to its environment is limited to a greater or lesser extent by its genotype. 63 4.5 Tables and Figures Table 4.1: Height Growth Results from Univariate Repeated Measures Analysis in GLM, significant (q=0.05) findings are in bold and shaded. Between Subjects P Source SS DF MS F Garden 521953.711 1 521953.711 50.284 < 0.001 2 16900.020 Nursery 33800.040 1.628 0.198 Region 161401.228 3 53800.409 5.183 0.002 2 G*N 69448.057 34724.028 3.345 0.036 G*R 468218.910 3 156072.970 15.036 < 0.001 91101.364 R*N 6 15183.561 1.463 0.190 Error 4203981.164 10380.200 405 Within Subjects DF F Source P G-G H-F SS MS 9683770.428 1613961.738 1363.572 < 0.001 0.000 Time 6 0.000 292279.049 6 41.156 0.000 T*G 48713.175 < 0.001 0.000 15583.297 12 1.097 0.351 T*N 1298.608 0.358 0.353 T*R 27002.173 18 1500.121 1.267 0.277 0.276 0.199 25559.177 12 0.142 T*N*G 2129.931 1.799 0.139 0.043 T*R*G 165014.337 7.745 0.000 9167.463 18 < 0.001 0.000 T*R*N 32816.783 36 0.770 0.652 911.577 0.836 0.658 Error 2876216.103 2430 1183.628 Grenhouse-Geisser Epsilon: 0.2656 Huynh-Feldt Epsilon: 0.2777 64 Table 4.2a: Summary of Means (±: SEM) for Total Heig it (cm) by"¥ear. 2002 2001 2004 2000 2003 2005 Garden 54.1 88.8 113.4 176.9 RR 155.0 213.7 ±2.2 ±3.2 ±4.4 ±5.4 ±1.2 ±1.9 133.3 218.4 SK 70.9 96.8 167.1 276.0 ±2.4 ±2.7 ±4.0 ±5.5 ±6.8 ±1.5 Nursery 101.7 131.6 167.8 200.8 246.4 LN 73.9 ±5.4 ±2.4 ±2.7 ±4.0 ±1.5 ±6.7 88.7 118.6 157.1 195.5 NW 58.5 243.9 ±2.4 ±2.7 ±5.4 ±1.5 ±4.0 ±6.8 55.2 88.0 119.8 158.3 196.8 244.3 UI ±3.1 ±3.5 ±5.1 ±7.0 ±8.7 ±1.9 Region 73.3 111.9 171.5 FN 48.8 142.0 212.4 ±5.0 ±5.7 ±8.4 ±11.4 ±3.1 ±14.1 130.2 69.8 101.9 171.6 208.1 PG 258.5 ±2.0 ±2.3 ±3.4 ±4.6 ±5.7 ±1.3 94.2 126.5 65.6 164.6 204.0 253.0 PR ±2.0 ±2.3 ±3.4 ±4.7 ±5.8 ±1.3 SA 124.8 65.9 101.7 166.0 207.1 255.5 ±2.4 ±2.8 ±1.5 ±4.0 ±5.5 ±6.8 2006 252.8 ±6.5 333.3 ±8.2 293.1 ±8.1 291.3 ±8.1 294.6 ±10.4 254.6 ±17.0 311.1 ±6.8 301.7 ±7.0 304.7 ±8.2 Table 4.2b: Summary of Means (± SEM) for Total Height (cm) by Year and Nursery at Red Rock and Skimikin. LN NW UI Year SK RR RR SK RR SK 67.5 80.3 49.7 67.2 45.1 65.2 ±2.1 ±2.0 ±2.0 ±2.1 2000 ±2.7 ±1.9 102.4 83.5 94.0 94.1 101.0 81.8 ±3.1 ±3.4 ±3.3 ±3.3 ±3.4 ±4.3 2001 108.5 128.6 125.2 138.1 106.4 133.3 2002 ±3.5 ±3.9 ±3.7 ±3.7 ±4.9 ±3.9 168.5 152.8 161.4 167.1 145.0 171.6 ±5.1 ±5.7 ±5.5 ±5.5 ±7.2 2003 ±5.7 216.5 177.9 213.0 185.1 167.7 255.8 2004 ±7.5 ±7.5 ±7.0 ±7.8 ±7.7 ±9.8 269.8 216.2 271.5 223.0 202.0 286.7 ±9.3 ±9.3 ±8.7 ±9.7 ±9.6 ± 12.2 2005 324.7 256.1 326.6 348.6 261.5 240.7 ±10.4 ±11.7 ±11.1 2006 ±14.6 ±11.1 ±11.5 65 Table 4.2c: Summary of Means (± SEM) for Total Height (O C ac 116 .2 3 -s 112 108 104 100 ID SA low SA SA mid high PG low PG PG mid high PR low PR PR mid high FN Provenance • 20% Bud Flush • 80% Bud Flush Figure A-l: Mean Julian Days (± SEM) to 20% and 80% Bud Flush by Provenance in 2003 with Garden and Nursery pooled. Where error bars are not visible, they are within the plotted symbol (ID=Idaho; SA=Salmon Arm; PG=Prince George; PR=Prince Rupert; FN=Fort Nelson). 84 Table A-2: Height Growth Results from Univariate Repeated Measures Analysis in GLM, significant (q=0.05) findings are in bold and shaded. Between Subjects Source SS Garden 1727095.246 Nursery 124373.788 Provenance 277779.598 69071.141 G*N G*P 629775.338 324328.752 P*N Error 4014256.001 Within Subjects SS DF Source 1.52746 Time 6 723529.448 T*G 6 T*N 11597.855 12 T*p 99736.544 60 24872.558 12 T*N*G r , J *p*Q 223020.297 60 179287.904 X*P*N 120 Error 2738663.429 2424 Grenhouse-Geisser Epsilon: Huynh-Feldt Epsilon: DF 1 2 10 2 10 20 404 MS 1727095.246 62186.894 27777.960 34535.570 62977.534 16216.438 9936.277 MS 2545760.986 120588.241 966.488 1662.276 2072.713 3717.005 1494.066 1129.812 0.2697 0.3008 85 F 2253.261 106.733 0.855 1.471 1.835 3.290 1.322 F 173.817 6.259 2.796 3.476 6.338 1.632 P <0.001 <0.001 0.593 0.011 0.038 <0.001 0.012 P <0.001 0.002 0.002 0.032 <0.001 0.042 G-G 0.000 0.000 0.471 0.103 0.135 0.000 0.111 H-F 0.000 0.000 0.481 0.093 0.127 0.000 0.100 400 350 *H^< I 150 2 £ 100 50 0 ID SA low SA mid SA high PG low PG mid PG high PR low PR mid PR high FN Provenance Figure A-2: Mean Total Height (cm) by Provenance in 2006 with Nursery and Garden pooled (ID=Idaho; SA=Salmon Arm; PG=Prince George; PR=Prince Rupert; FN=Fort Nelson). 86 APPENDIX B: Results from 2001 and 2002 Bud Flush Study Table B-l: ANOVA Results for Days to 20% and 80% Bud Flush in 2001, significant (q=0.05) results are in bold and shaded. Sum-of-Squares F-Ratio df P R2: 0.816 Days to 20% Bud Flush N:930 45318.682 2 1123.812 Garden < 0.001 Nursery 603.381 2 14.963 < 0.001 10748.722 4 Region 133.273 < 0.001 Garden * Nursery 51.184 4 0.635 0.638 8 30.857 Garden * Region 4977.343 < 0.001 Nursery * Region 170.236 8 1.055 0.392 18166.804 Error 901 Days to 80% Bud Flush Garden Nursery Region Garden * Nursery Garden * Region Nursery * Region Error R2: 0.831 N:841 32752.036 162.590 9010.301 48.350 3807.834 243.542 17525.419 2 2 4 4 8 8 812 87 758.745 3.767 104.368 0.560 22.053 1.410 < 0.001 0.024 < 0.001 0.692 < 0.001 0.188 Table B-2: ANOVA Results for Days to 20% and 80% Bud Flush in 2002, significant (a=0.05) results are in bold and shaded. F-Ratio Sum-of-Squares df P Rz: 0.866 Days to 20% Bud Flush N:681 1 Garden 42578.099 1886.189 < 0.001 Nursery 156.386 2 3.464 0.032 13522.821 4 Region 149.764 < 0.001 Garden * Nursery 35.747 2 0.792 0.453 Garden * Region 4 3054.248 33.825 < 0.001 Nursery * Region 276.335 8 1.530 0.143 Error 14876.007 659 Rz: 0.877 Days to 80% Bud Flush N:582 1 Garden 41076.766 1799.554 < 0.001 130.654 2 Nursery 2.862 0.058 Region 12488.052 4 136.774 < 0.001 Garden * Nursery 3.361 2 0.074 0.929 4 Garden * Region 3647.539 39.949 < 0.001 Nursery * Region 332.922 8 1.823 0.070 12782.606 560 Error Table B-3: Mean Julian Days to 20% and 80% Bud Flush by Garden, Nursery and Region in 2001. Means followed by the same letter within a factor are not significantly sed on Schefl fe's pairwise comparison tests. Mean JD Mean JD Standard to 20% Error of to 80% Bud Flush the Mean Bud Flush Garden 107.432 a 0.322 111.058 a ID 108.890 b 0.323 113.634 b SK 125.244 c 0.280 131.557 c RR Nursery 112.520 a 0.308 118.021a Ul 114.326 b 0.321 118.960 ab NW 114.720 b 0.293 119.269 b LN Region 108.239 a 0.501 112.579 a FN 111.812b 0.303 117.800 b SA 114.805 c 0.284 119.479 c PG 114.991c 0.539 119.864 c ID 119.430 d 0.285 124.027 d PR 88 Standard Error of the Mean 0.336 0.335 0.438 0.344 0.373 0.333 0.523 0.352 0.299 0.759 0.304 Table B-4: Mean Julian Day to 20% and 80% Bud Flush by Garden, Nursery and Region in 2002. Means followed by the same letter within a factor are not significantly sed on Schef 'e's pairwise comparison tests. Mean JD Standard Mean JD Standard to 20% Error of to 80% Error of Bud Flush the Mean Bud Flush the Mean Garden ID SK RR - - - - 114.252 a 134.707 b 0.375 0.288 118.456 a 139.926 b 0.377 0.339 124.008 a 124.130 a 125.300 a 0.421 0.408 0.369 128.367 a 129.516 a 129.690 a 0.450 0.431 0.396 115.265 a 123.285 b 123.852 b 127.558 c 132.437 d 0.732 0.690 0.374 0.350 0.350 119.068 a 129.810 be 128.535 b 131.720 c 136.821 d 0.737 0.783 0.427 0.370 0.367 PR FN Nursery Ul NW LN Region FN ID SA PG PR 20.0 18.0 16.0 14.0 12.0 10.0 8.0 r i 6.0 4.0 2.0 0.0 -P™ ID SA PG Region •ID- -SK RR Figure B-l: Period of Bud Flush (days) + SEM by Garden and Region in 2001 with Nursery pooled. Where error bars are not visible, they are within the plotted symbol (Region: ID=Idaho; SA=Salmon Arm; PG=Prince George; PR=Prince Rupert; FN=Fort Nelson; Garden: ID=Sandpoint, Idaho; SK=Skimikin; RR=Red Rock). 89 14.0 - - - : lush 12.0 10.0 8.0 O •a 6.0 < Q. 4.0 o it 2.0 nn ID SA PR PG FN Region -SK •RR Figure B-2: Period of Bud Flush (days) ± SEM by Garden and Region in 2002 with Nursery pooled. Where error bars are not visible, they are within the plotted symbol (Region: ID=Idaho; SA=Salmon Arm; PG=Prince George; PR=Prince Rupert; FN=Fort Nelson; Garden: SK=Skimikin; RR=Red Rock). 90