GROWTH OF INTERIOR SPRUCE AND ATTACK BY THE WHITE PINE WEEVIL, PISSODESSTROBI (PECK) IN THE SUB BOREAL SPRUCE ZONE OF BRITISH COLUMBIA: ROLE OF OVERSTOREY SHADE by Susan M. Nykoluk B.Sc. (Biology), University o f Northern British Columbia, 1998 THESIS SUBMITTED IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE DEGREE OF MASTER OF SCIENCE in THE FACULTY OF NATURAL RESOURCES AND ENVIRONMENTAL STUDIES © Susan M. Nykoluk, 2002 THE UNIVERSITY OF NORTHERN BRITISH COLUMBIA February 2002 All rights reserved. This work may not be reproduced in whole or in part, by photocopy or other means, without permission o f the author. 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Ni la thèse ni des extraits substantiels de ceüe-ci ne doivent être inqximés ou autrement reproduits sans son autorisation. 0 612 80682-0 - CanadS - A PPRO V A L Name: Susan M. Nykoluk Degree: M aster of Science Thesis Title: GROW TH OF IN TERIO R SPRU CE AND ATTA CK BY THE W HITE PINE W EEVIL, PISSO D ES STR O B l (PECK) IN THE SUB BO REA L SPRU CE ZO N E OF BRITISH COLUM BIA: ROLE O F O VERSTO REY SHADE Exam ining Committee: Chair: Dr. K arin Beeler Associate Professor, English Program UNBC Supervisor: Dr. Chris H aw kins Associate Professor & Endow ed Chair, Forestry Program UNBC Comm ittee M ember: Dr. Russell Dawson Assistant Professor, Biology Program UNBC Comm ittee M ember: Dr. René I. Alfaro Senior Scientist Canadian Forest Service Comm ittee M ember: Dr. Jian W ang Assistant Professor, Faculty o f Forestry & the Forest Environm ent Lakehead U niversity External Exam iner: Dr. John H. Borden Professor, D epartm ent o f Biological Sciences Simon Fraser University D ate Approved: ABSTRACT A portion o f an interior spruce plantation, planted in 1989, in the SBSvkl was aeriallysprayed with the herbicide glyphosate in 1996, while the remaining area was left untreated. The untreated area has an overstorey of paper birch, Betula papyrifera Marsh.. The plantation, 100 km east o f Prince George, was surveyed for attack by the white pine weevil, Pissodes strobi (Peck), and tree growth was measured. Attack rates on spruce were markedly lower in the untreated, or control, portion o f the plantation compared to the herbicide treated area for 2000 and 2001. Mean spruce, Picea glauca (Moench) Voss x Picea engelmannii Parry ex Engelm, height was 0.85 m greater in the control compared to the treated area in 2001. There was no difference in diameter at breast height. Spruce trees growing with birch had better form than trees growing in the open. Paper birch at a maximum of 3500 stems per hectare (sph) did not impede the growth o f spruce. Two experiments were established with interior spruce seedlings, and artificial shade to determine effects o f light on the behaviour o f weevils. In five open pollinated families of spruce in 2000, weevils oviposited lower on the terminal leader on trees under shade. However, overall attack success was unrelated to shade treatment or ranking of resistance. During 2001, older propagules (emblings) produced by somatic embryogenesis (SE) were used. Overall success of attack was unrelated to shade, and there was no relationship between total number o f oviposition punctures and shade treatment. Shade level may have affected oviposition behaviour but the spectral properties o f artificial and natural shade are different and may influence the behaviour of weevils. Resistance to attack by weevils in unshaded SE clones followed original resistance rankings o f the parent trees. Findings suggest that overstorey shade created by birch reduces attack by weevils on spruce, without reducing the rate of growth or form o f interior spruce. Further studies are needed to determine whether this relationship is specific to paper birch, or generalized to all broadleaf species. Ill TABLE OF CONTENTS Abstract...................................................................................................................................... ii Table of Contents...................................................................................................................... iii List of Tables.............................................................................................................................. v List of Figures.......................................................................................................................... vii Acknowledgements.................................................................................................................viii Chapter 1. Introduction and Review of the Literature.............................................................. 1 1.1 Introduction.............................................................................. 1 1.2 Taxonomy and Life Cycle of Pissodes strobi.....................................................................3 1.3 Distribution of P. strobi and Host Trees................ 5 1.4 Control Methods - Past and Present.................................................................................... 7 1.4.1 Mechanical Control................................................................................................ 7 1.4.2 Chemical Control.................................................................................................... 7 1.4.3 Biological Control using Natural Enemies............................................................8 1.4.4 Genetic Resistance.................................................................................................. 9 1.4.5 Silviculture.............................................................................................................11 1.5 Economic Significance.......................................................................................................15 1.6 Study Objectives.................................................................................................................16 Chapter 2. Impacts of Paper Birch Overstorey on the growtii of spruce and attack by the white pine weevil at Sinclair Mills, BC................................................................17 2.1 Introduction.........................................................................................................................17 2.1.1 Objectives..............................................................................................................18 2.1.2 Stand H istory................ ......................................................................................18 2.2 Methodology.......................................................................................................................19 2.2.1 Sampling and Growth........................................................................................... 19 2.2.2 Data Logger.......................................................................................................... 20 2.2.3 Leader dissections and parasite identification.................................................... 21 2.2.4 Light measurements - Ceptometer.......................................................................22 2.2.5 Light measurements - Plant Canopy analyzer - Leaf Area Index (LAI)..........23 2.2.6 Light measurements - portable spectroradiometer (Li 1800)............................. 23 2.3 Results.................................................................................................................................23 2.4 Discussion...........................................................................................................................34 2.4.1 Growth of Spruce.................................................................................................. 34 2.4.2 Attack on Spruce by Weevils...............................................................................35 2.5 Conclusions........................................................................................................................ 38 Chapter 3. Open pollinated interior spruce families and resistance to white pine weevil under varying degrees of shade..................................................................................39 3.1 Introduction........................................................................................................................ 39 3.2 Methodology...................................................................................................................... 39 IV 3.2.1 Analyses................................................................................................................ 41 3.3 Results................................................................................................................................ 41 47 3.4 Discussion........................................................................ 3.5 Conclusions........................................................................................................................ 49 Chapter 4. Environmental factors affecting behaviour of weevils on interior spruce clones produced by somatic embryogenesis..............................................................50 4.1 Introduction........................................................................................................................ 50 4.2 Methodology...................................................................................................................... 51 4.2.1 North Willow....................................................................................................... .51 4.2.2 Upper Fraser .................................................................................................... 53 4.2.3 Assessments.......................................................................................................... 53 4.2.4 Upper Fraser - 8 block survey.......................... 54 4.2.5 Statistical Analyses............................................................................................... 54 4.3 Results.................................................................................................................................55 4.3.1 North Willow........................................................................................................ 55 4.3.2 Upper Fraser, Weevil-Seeded Blocks..................................................................63 4.3.3 Upper Fraser - 8 block survey.............................................................................68 4.4 Discussion.......................................................................................................................... 70 4.4.1 Growth o f Spruce and incidence o f attack by weevils.................................................. 70 4.4.2 Artificial Shade and Overstorey..................................................................................... 70 4.4.3 Bud development of Spruce........................................................................................... 72 4.5 Conclusions.........................................................................................................................73 Chapter 5. Conclusions and Recommendations......................................................................74 5.1 Summary and integration of major findings.....................................................................74 5.2 Experimental benefits, design and liabilities.....................................................................76 5.2.1 Sinclair Mills......................................................................................................... 77 5.2.2 Pass Lake.............................................................................................................. 77 5.2.3 North Willow........................................................................................................ 78 5.3 Recommendations.............................................................................................................. 78 Literature Cited.........................................................................................................................80 Appendix I. Data Logger Programs........................................................................................90 A. 2 IX Micrologger program for Sinclair Mills 2001 ................................................ 90 B. 21X Micrologger program for Pass Lake 2000...................................................... 93 C. 21X Micrologger Program for North Willow 2001................................................ 96 D. Quantum sensor calibration details..........................................................................98 Appendix II. Equipment details and Considerations............................................................100 A. Li-1800 Portable Spectroradiometer...................................................................... 100 B. Ceptometer...............................................................................................................100 C. LAI-2000 Plant Canopy Analyzer.......................................................................... 101 LIST OF T A B L E S Table 2.1 Mean (standard error) stems per ha for control and treated areas at Sinclair Mills in May 2001......................................................... .25 Table 2.2 Mean dbh cm of spruce in control and treated stands in 1999,2000 and 2001 ....25 Table 2.3 Repeated measures analysis in GLM, results for height, dbh and HDR (height to diameter ratio) in response to fixed effects sources identified in a) between subjects and b) within subjects...................................................................................26 Table 2.4 Mean height of spruce m in treated and control stands 1999-2001.......................26 Table 2.5 Mean diameter and height increment of spruce in 2001 for treated and control stands........................................................................................................................... 27 Table 2.6 M Mean, minimum and maximum height and dbh of birch in 1999,2000 and 2001............................................................................................................................. 28 Table 2.7 Mean yearly rates of attack by weevil on spruce (percent of total sample trees attacked by weevils, resulting in death o f leader) in control and treated plots 28 Table 2.8. Table 2.8 Trees in control and treated area with good, moderate and poor form and significant difference between each area by form class based on Chisquare analysis............................................................................................................ 29 Table 2.9 Mean light ratio (tree/open) received at leader level, before* and after deciduous leaf-out in control plots.............................................................................29 Table 2.10 Comparison o f mean number o f diptera (predators) and parasites dissected ft"om leaders in control and treated areas in 2001..................................................... 31 Table 2.11 Number of adult weevils emerging from leaders clipped in control and treated areas during 2001.............................................. 32 Table 2.12 Mean number o f live weevils, predators and parasites dissected from leaders clipped in control plots in 2000; shade, partial shade and open in 2000..................32 Table 3.1 Selected families showing original white pine weevil resistance ranking, breeding value, and location of original plus-trees and successful weevil attack in 2000............................................................................... i........................................ 40 Table 3.2 Mean height (cm ±SE) of 30 spruce trees from each of five families at Pass Lake in 1999,2000 and 2001.....................................................................................42 Table 3.3 Repeated measures analysis of variance results for height in 1999,2000 and 2001, in response to resistance, shade treatment and weevil seeded trees (fixed effects) sources identified in a) between subjects and b) within subjects................42 Table 3.4 Analysis of variance for girth (leader basal diameter) in 1999 between Resistance (family), shade treatment and weevil seeded trees and their interactions.................................................................................................................. 43 Table 3.5 Analysis of variance for leader basal diameter in 2000 between Resistance, shade treatment and weevil seeded trees and their interactions............................... 43 Table 3.6 Mean leader diameter (mm ±SE) in 1999 and 2000 for 30 spruce trees from each of the five families sampled at Pass Lake......................................................... 44 Table 3.7 Kruskal-Wallis test statistic and significance for non-parametric tests between number of successful attacks and resistance, shade and oviposition pattern (category) and resistance and shade treatment..............................................45 Table 3.8 Number of trees in each shade level per oviposition category, showing significant effects of shade on oviposition................................................................46 VI Table 4.1 Growth and resistance ranking (Hawkins 1998) for SE clones from original 173 parents’ ranked.....................................................................................................51 Table 4.2 Repeated measures analysis of variance results for height in 2000 and 2001, for clone, shade treatment and weevil seeded trees and their interactions at North Willow, sources identified in a) between subjects and b) within subjects. ...55 Table 4.3 Mean height (cm) for clones 1-1026 and 107-1930 at North Willow; mean overall, mean of successfully attacked trees in 2001 and unsuccessfully attacked trees in 2001 for 2000 and 2001.................................................................. 56 Table 4.4 Height increment' (cm) for clones 1-1026 and 107-1930 at North Willow.......... 56 Table 4.5 Analysis of variance results for leader basal diameter (2000 leader) in May 2001 at North Willow................................................................................................. 57 Table 4.6 Analysis of variance results for leader basal diameter (2001 leader) in August 2001 at North Willow................................................................................................ 57 Table 4.7 Kruskal-Wallis test for significance results between shade treatments for distance between the tip of the terminal and the lowest oviposition puncture for each sampling date for clones 1-1026 and 107-1930 at North Willow a)between three shade treatments and b)-d) Mann Whitney tests between each shade treatment..................................................................................................................... 59 Table 4.8 Mann-Whitney results showing differences between clones 1-1026 and 1071930 at North Willow, for bud development; leaders (LD) and first whorl lateral (LAT)............................................................................................................... 62 Table 4.9 Table 4.9 Repeated measures analysis o f variance results for height in 2000 and 2001, for clone and weevil seeded trees and their interactions at Upper Fraser, a) between subjects and b) within subjects............................ 64 Table 4.10 Mean height (cm) for trees of clones U284 and J974 in 2000 and 2001 at Upper Fraser ;..................................................................................................... 64 Table 4.11 Height increment (cm) for SE clones U284 and J974 in 2000 and 2001 at Upper Fraser................................................................................................................64 Table 4.12 Analysis o f variances results for leader basal diameter (2000 leader) in May 2001 and leader basal diameter in August 2001 (2001) leader at the Upper Fraser....................................................................................... 65 Table 4.13 Table 4.13 Mean number of oviposition punctures for clones U284 and 6J974 at Upper Fraser.................................................................................................65 Table 4.14 Mean number o f predators and parasites and weevils emerged from U284 at Upper Fraser................................................................................................................66 Table 4.15 Differences between clones J974 and U284 for bud development, leaders (LD) and first whorl lateral (LAT) using Mann-Whitney non-parametric analysis........................................................................................................................ 67 Table 4.16 Height (cm ±SE) in 2000 and 2001, height increment (cm ±SE) 2001 and percentage of trees attacked by weevils historically, in 2000 and in 2001 for Upper Fraser blocks; Feltons Nursery (PL) and Green Timbers Nursery (GT) using clone U 185 and seedlot 6864.................................................................... 68 Table 4.17 Repeated measures analysis of variance results for height in 2000 and 2001, for nursery, percent clone o f U185 and their interactions at Upper Fraser, a) between subjects and b) within subjects.................................................................... 68 vil LIST OF FIG URES Figure 2.1 Sinclair Mills block layout and sample plot locations.......................................... 19 Figure 2.2 Number of spruce and birch stems per ha in control (un-treated) and number of individual attacks by weevils in 2000 and 2001 in sample plots 1-17. Trees attacked by weevils were classified as either successful or unsuccessful................24 Figure 2.3 Mean number of spruce and birch stems per ha in treated and number of individual attacks by weevils in 2000 and 2001 in sample plots 1-15. Trees attacked by weevils were classified as either successful or unsuccessful................24 Figure 2.4 Leaf area index (LAI) for control plots 1-6 and 9-12 taken on June 12 and 13,2001....................................................................... 30 Figure 2.5 Photosynthetically active radiation (PAR) received in 2001 from May 10Septermber 10 (JD 125- 253)..................................................................................... 31 Figure 2.6 Figure 2.7 Light transmission in W/m^’ by wavelength in plot 4, for trees in the open (a) and in shade (b) on June 1 ,2000; between 0956-1030........................33 Figure 3.1 Mean light intensity (PAR) for each shade treatment (light and heavy) and in the open at Pass Lake for the May-July 2000 period............................................... 44 Figure 3.2 Energy of light by wavelength for three light treatments, June 1,2000 11:00 at Pass Lake....................................................................................... ;....................... 45 Figure 4.1 Mean oviposition punctures recorded on each sampling date for clones I1026 and 107-1930, and accumulating degree-days above 5°C by sampling date at North Willow. May 17-July 17,2001 (JDI37-198)......................................58 Figure 4.2 Mean oviposition punctures recorded on trees of clone 1-1026 by sampling date for each shade treatment (Open, Light, Heavy) at North Willow. May 17July 17,2001 (JD137-I98)........... 58 Figure 4.3 Mean oviposition punctures recorded for trees o f clone 107-1930 by sampling date for each shade treatment (Open, Light, Heavy) at North Willow. May 17-July 17,2001 (JD137-198)...........................................................................59 Figure 4.4 Mean Bud-flush classes of leaders (LD) and laterals (LAT) for clones 11026 and 107-1930 at North Willow over 8 weeks: May 17-July 3 2001...............62 Figure 4.5 Mean daily light intensity (PAR) under shade treatments and in the open at North Willow site, 2001............................................................................................. 63 Figure 4.6 Mean oviposition punctures by sampling date for Clones U284 and J974 at Upper Fraser, calculated by mean difference in weekly oviposition markings per sampling date. May 24-July 3,2001 (JD144-198)............... 66 Figure 4.7. Mean Bud-flush classes o f leaders (LD) and laterals (LAT) for clones U284 and J974 at North Willow over 8 weeks: May 24-July 17 2001............................ ..67 vin ACKNOWLEDGEMENTS I wish to thank my supervisor, Dr. Chris Hawkins, for financial support during my degree, as well as for his many comments regarding the experimental design, analysis and writing o f this thesis. I would also like to recognize all members of my committee for their time assistance with this project. I wish to acknowledge Dr. Rene Alfaro for his advice on the weevil-seeding experiments and for suggestions regarding this document. Thanks also go out to Dr. Jian Wang for his suggestions on the Sinclair Mills study as well as recommendations for this document, and Dr. Russ Dawson, for his helpful comments in editing this thesis. A very special thank you must go to the summer field assistants who worked during some point on one or several of the studies. Without their help much would not have been accomplished, and I would like to mention the following for their assistance: Jennifer Lange, Tracy Murray, Anne Cole, Marcin Partyka, Patience Byman and Kirstin Cam pbell. I wish to also thank Nicole Wilder for scheduling the field staff and performing many other administrative duties. Recognition must be given to Tony Letchford, Ministry o f Forests British Columbia, for his invaluable service with field equipment, and to Bob Richards, Forest Service - Prince George District, for providing information and maps for the Sinclair Mills sites. I would like to thank my parents for their understanding and support throughout the course of my degree. Finally, I would like to thank the many graduate students who helped with collecting weevils and various other tasks, and who were a source of companionship during my studies at UNBC. CHAPTER 1 Introduction and Review o f the Literature 1.1 Introduction The white pine weevil, Pissodes strobi (Peck) (Coleoptera: Curculionidae), is a serious pest o f many young spruce plantations in the British Columbia because it destroys the terminal shoot o f young spruce trees causing stem defects and reducing height growth (Silver 1968; Alfaro 1982). The Sub Boreal Spruce (SBS) and Interior Cedar Hemlock (ICH) Bigeoclimatic zones (Meidinger et al. 1991) are considered to be high hazard zones for weevil infestation with an estimated 400,000 ha at risk in the central British Columbia interior based on degree-day requirements for larval development (Spittlehouse etal. 1994). The SBS and ICH are characterized by long cold winters and relatively warm moist, but short summers (Meidinger et al. 1991; Coates et al. 1994). The weevil is thought to be the most destructive pest o f second-growth spruce in British Columbia (Alfaro and Borden 1985). At present, after regeneration, licensees have the legal obligation o f ensuring their plantations reach a free-growing status within an allotted time period (BC Ministry o f Forests 2000). These recommendations may however, have negative effects regarding rates o f weevil-infestation and recovery o f spruce after attack. Species o f deciduous­ brush are removed from plantations to allow crop trees to grow without competition. In doing so, favourable conditions are created for weevil infestations due to increased light and temperature (Lanier 1983; Alfaro etal. 1994; Alfaro 1998). Historically, weevil infestations have been o f concern mainly in coastal British Columbia on Sitka spruce, Picea sitchensis (Bong) Carr.* This is largely due to the activity o f reforestation occurring in this region. However, recent evidence has shown that white pine weevil may become ' All tree names and authorities taken from: Farrar, J.L. 1995. Trees in Canada. Fitzhenry & Whiteside Ltd. and the Canadian Forest Service. 501pp. just as damaging in the interior o f BC as much o f the region has been replanted over the past 20 years (Alfaro 1998). It is difficult to determine the total area at risk to weevil infestation. Previously, estimates o f 34,000 ha were said to be at risk in the Prince George Forest District in 1994, with an additional 100,000 hectares reaching susceptible levels within the following decade (Hall 1994). Hazard levels are based upon biogeoclimatic subzones and elevations, which allow for the required degree-days needed for insect development from larva to adult (Spittlehouse et al. 1994; Taylor 1997). Temperatures relating to these subzones are generally recorded from airport weather stations and are somewhat limited in their scope in that they cannot accurately represent the variety of microclimatic conditions that occur in a forest or stand (McIntosh 1997). Previous studies (Cozens 1983; McLean 1994; Taylor etal. 1996) have shown that a deciduous overstorey reduces attack by weevil on spruce. In addition, shade from deciduous overstorey may positively affect the post-attack recovery o f interior spruce trees by allowing the terminal shoot or a lateral to take over and resume a normal growth pattern and apical dominance much sooner than in the open. Return to a normal pattern o f development allows trees to resume growth at more predictable rates, reducing losses in height. This ultimately translates into greater gains in volume and wood quality than would be the case with slow recovery in the open. There has been much evidence showing that conifers grown with deciduous species show greater resistance to attack by weevil (Stiell and Berry 1985; McLean 1994; Taylor and Cozens 1994). Past research focused on the role of physical factors such as temperature (Sullivan 1959; Sullivan 1960; McMullen 1976), and light (Sullivan 1961; VanderSar and Borden 1977) to explain why overstorey mitigates attack by weevil. These and many other factors, may interact to reduce attack by weevils under shaded conditions. This thesis investigates some o f these factors to help determine the mechanism by which attacks by the white pine weevil, at both the tree- and standlevel on interior spruce, Picea glauca (Moench) Voss x Picea engelmannii Parry ex Engelm., are reduced under shade. 1.2 Taxonomy and Life Cycle of Pissodes strobi The white pine weevil was first recognized as a destructive pest of the dominant shoot of the Weymouth pine (eastern white pine), Pinus strobus L. in 1817 by W.D. Peck, Professor of Natural History and Botany at Harvard University (Belyea and Sullivan 1956). Hopkins (1907, 1911), who first described a detailed life history of this insect, originally recognized 30 North American species in the genus Pissodes. The genus Pissodes (Langor 1998) now contains 29 described species in North and Central America, all o f which are associated with conifers. P. strobi is considered to be the most damaging o f the genus Pissodes, but other insects within it include: P. terminalis Hopping, the lodgepole pine terminal weevil, P. nemorensis germar, P. schwarzi Hopkins, which attack the boles o f weak and dead trees and P.fasciatus LeConte which has been suspected in the spread o f fungal diseases o f conifers (Langor 1998). Classification o f Pissodes strobi was originally based upon insect morphology and the association with host-trees. In British Columbia, species were previously called Pissodes sitchensis Hopkins, Pissodes engelmcmii Hopkins, and Pissodes strobi (Peck) in accordance with the insect’s locale and host tree (Hopkins 1911; Manna and Smith 1959). Later this evidence was refuted through breeding experiments (Manna and Smith 1959; Smith 1962; Smith and Sudgen 1969), physiological evidence (VanderSar et al. 1977) and protein electrophoresis (Phillips and Lanier 1985). Thus, all three populations were considered to be o f the same species. More recently, randomly amplified polymorphic DNA (RAPD) marker studies have indicated three separate genetic subspecies of P. strobi in British Columbia and one subspecies east o f the Rocky Mountains (Lewis 1995; Lewis et al. 2000). Although evolutionary divergence has occurred between populations, all subspecies are currently known by the binomial, Pissodes strobi (Peck). Pissodes strobi produces one generation per year and has a maximum life span of four years (McMullen and Condrashoff 1973; Kline and Mitchell 1979; Wood and McMullen 1983). Adults emerge from hibernation in the spring when snow has melted fi’om the base o f trees, and the forest floor where they overwinter has warmed to 6°C or greater (Sullivan 1959). Adults then move up the stem o f the host tree to begin feeding on shoots (Sullivan 1960). Stevenson (1967) observed that feeding by weevils occurred on the uppermost portions of stems on the north side o f dominant leaders. Weevils are diecious and mating generally occurs on the tree's terminal shoot (Hopkins 1911). It is possible that pheromones play a role in attracting weevils during breeding; however, no pheromone has been definitively identified (Booth and Lanier 1974; Phillips and Lanier 1986). Egg laying, or oviposition, by females occurs under or in the bud o f the terminal branch from the previous year. Frequency and distribution of eggs has been shown to be affected by shade for insects feeding on white pine (Sullivan 1961). Eggs are laid in feeding punctures, occasionally in groups of two or three (Gara et al. 1971) but are usually single. As many as five eggs have been reported in a single puncture (McMullen and Condrashoff 1973). In a single leader, as many as 200 eggs may be laid (Wallace and Sullivan 1985) although a mean o f 64 eggs are laid in Sitka spruce (Silver 1968). Females tend to lay all their eggs in a single leader (Stevenson 1967; Silver 1968). The fecundity o f weevils remains constant throughout their life span (Stevenson 1967; Gara et al. 1971; McMullen and Condrashoff 1973). This was confirmed by Trudel and Lavallée (2001) who showed that two-year old females produced as many eggs and oviposited at the same rate, on white pine, as did one-year old weevils. Eggs o f P. strobi are oval, white-opalescent and measure 1.0 mm by 0.5 mm (Wood and McMullen 1983; Tumquist and Alfaro 1996). After the eggs are laid, they are covered with a dark-coloured fecal plug. Gara et al. (1980) hypothesized that the fecal plug served the purposes o f identification o f an egg-containing cavity to other weevils and protection against egg predation by other species. Larvae begin feeding as soon as they hatch, which occurs approximately two weeks after the eggs are laid (Belyea and Sullivan 1956). They feed in a ring and move downwards as a group while feeding on the phloem tissue. Larvae feed for about five to six weeks, by which time infested leaders are killed (Belyea and Sullivan 1956). The new terminal shoot o f the tree eventually turns a yellow-redish colour and starts to droop because the downward feeding of the larvae on the phloem gradually severs the xylem tissue (Mitchel etal. 1990). The tree’s needles turn red in late summer or early fall and eventually fall off in subsequent years. The larvae go through four instars, which are identified by the size o f the head capsule (Silver 1968). Development for an individual larva to the pupal stage takes about 34 days, although there is much variation in dates between oviposition and hatching for individual larvae (Stevenson 1967). In mid-summer, larvae form pupal chambers or chip-cocoons out o f xylem fibres. In stems less than 1.9 cm in diameter the larvae almost always pupate in the pith without chip-cocoons (Stevenson 1967). Pupation takes approximately two weeks after which the new adults emerge or stay within the stem for another two weeks (MacAloney 1930). Adults emerge in late summer or early fall after chewing holes through the bark (Stevenson 1967). There is generally one emergence hole per weevil (Nealis 1998). Adult weevils are approximately 0.5 cm long with a long curved snout and cylindrical body. The elytra contain patches of light brown or grey scales (Belyea and Sullivan 1956). Weevils emerging in the fall tend not to fly due to flight muscles being undeveloped compared to spring adults (Stevenson 1967). Stevenson (1967) showed this using 136 newly emerged fall adults. After subjecting half to a cold treatment o f 2.22°C (36“F) and the other half to warmer temperatures (I8.33°C-22.22°C, 65-72°F) for 48 days he tested their flight response. Only weevils that had been subjected to cold temperatures were capable of flight. Dissections revealed undeveloped flight muscles in individuals that had not been subjected to cold treatment (Stevenson 1967). Belyea and Sullivan (1956) noted that adult weevils emerging in the fall do not mate and oviposit at this time but are limited to feeding on branches. When temperatures drop below 5°C weevils move to the duff layer of the forest floor, usually under the tree from which they emerged, and find hibernation sites (Sullivan 1959). In the Prince George region, this usually occurs in late September or early October (Cozens 1983). 1.3 Distribution o f P. strobi and H ost Trees Pissodes strobi is native to North America and ranges from the Pacific to Atlantic coast, as far north as 60“N in the Yukon and Great Slave Lake in the Northwest Territories (Brown et al. 1960), and as far south as central Colorado in the west and northern Georgia in the east (Hopkins 1911; Humble et al. 1994; Langor and Sperling 1995). In the east, P. strobi has mainly been found in the Southern boreal forest o f Ontario, Quebec and the Maritime provinces o f New Brunswick, Nova Scotia and Prince Edward Island (Humble et al. 1994). VanderSar et al. (1977) showed that P. strobi from the Pacific Coast fed on white pine as readily, as on spruce, but P. Strobi from the East did not feed on spruce from the west. From this he concluded that P. strobi probably originated in the East (VanderSar et al. 1977). In eastern Canada, the weevil is a pest primarily to eastern white pine, Pinus strobus L. and the exotic Norway spruce, Picea abies (L.) Karst., while in the west it primarily attacks Sitka, Picea sitchensis (Bong) Carr., white, Picea glauca (Moench) Voss, Engelmann Spruce, Picea engelmanii Parry, and interior spruce, Picea glauca (Moench) Voss x Picea engelmannii Parry ex Engelm (Belyea and Sullivan 1956). Pines are the primary hosts in the Maritime Provinces. There are several other North American trees that are also attacked by P. strobi but usually not at epidemic levels (Humble et al. 1994). The following species o f spruce have also been shown to host the weevil: black spruce, Picea mariana (Mill.) B.S.P., Parry, red spruce, P. rubens Sarg, and Colorado spruce, P. pungens Engelm. (Humble et al. 1994). Other pines which have been shown to host the weevil include jack pine, Pinus banksiana Lamb., lodgepole pine, Pinus contorta Dougl. Ex Loud. var. latifolia Engelm., red pine, P. resinosa Ait., Austrian pine, P. nigra Am., and two exotic pine species: Mugho pine, P. mugo Turra, and Scots pine, P. sylvestris L. (Humble et al. 1994). Epidemic levels, greater than 20% of trees attacked by weevils in a single year, on Sitka spmce in some coastal regions has led to shifting planting preferences to entirely different species (Wallace and Sullivan 1985). The only coastal region o f British Columbia that has been unaffected by the weevil so far, is the Queen Charlotte Islands, where the insect has never been reported (Humble et al. 1994; Tumquist and Alfaro 1996). 1.4 Control Methods - Past and Present Many methods have been used in an attempt to control the weevil and lessen the damage and financial losses incurred by P. strobi. Some of these methods were costly, while others were potentially detrimental to the environment. A brief summary o f these methods follows. 1.4.1 Mechanical Control Mechanical control of weevils by clipping attacked leaders before adult emergence has been tried but has largely proven to be costly and ineffective in BC. Peck first recommended this mode of control in 1817 (Belyea and Sullivan 1956). Before chemical insecticides were used, leaders were clipped and burned (de Groot and Kelson 1994). Heppner (1989) conducted a clipping trial on Sitka spruce, which was partly successful. McLean (1989) found high numbers o f predators in leaders and noted that leader clipping removes the beneficial insects, which overwinter in the leaders. Rankin and Lewis (1994) calculated that the mean cost for clipping was $250/ha. They placed infested leaders in screened pails to allow for the escape o f predators and parasites but to keep adult weevils inside. Although leader-clipping proved to be successful in reducing damage it is not economically feasible on a large operational scale. 1.4.2 Chemical Control A complete historical description on the use of chemical control to fight weevil outbreaks since 1886 is given by de Groot and Kelson (1994). At the turn o f the century, copper acetoarsenite wash, known as “Paris Green” was applied to susceptible trees. Since then, other chemicals including soap mixed with Paris Green, lime sulphur, shale oil soap, sulphur, lead arsenate and kerosene have been tried. During the 1920’s and 1930’s silvicultural practices began to overshadow chemical control but by the 1950’s, after successful field trials o f DDT, dichlorodiphenyltrichloroethane, it was thought that a solution to weevil outbreaks had been found. Aerial control trials with DDT were first undertaken in Ontario 1957 and again from 1961 to 1973. 8 Use of insecticides peaked from the mid-1960’s to early 1970’s. Some o f these included malathion, carbaryl, Zectran, Bidrin, heptachlor, dimethoate, Metasystox-R, Guthion, endosulfan, and dieldrin (de Groot and Helson 1994). In the early 1970’s, concern for the impact o f insecticides on the environment became more prominent. Many of the above-listed chemicals have since been banned for use in North America. Systemic spray applications have also been tested in ground spraying trials as well as soil applications aimed at overwintering populations (de Groot and Helson 1994). Bradbury (1986) also applied Metasystox-R to determine if it had any effect on larvae inside the leader. He found that four applications at 10-day intervals offered complete protection of the leader. Fraser and Heppner (1993) also reported that stem implants with acephate were effective in controlling weevils on Sitka spruce. Due to the many constraints o f using insecticides it was concluded that chemical application was best used in high-value plantations where other management practices are impractical or inadequate. Currently, insecticides for controlling attacks by weevil are considered inappropriate in moderate to large plantations due to potential damaging environmental effects (de Groot and Helson 1994). 1.4.3 Biological Control, using Natural Enemies Although there have been relatively few studies on biological control o f weevils, previous studies (Stevenson 1967; Hulme et al. 1987; Hulme and Harris 1988) have shown that many parasites and predators associated with Pissodes strobi may be effective for population control. Nealis (1998) stated that the relationship among predators and parasitoids, may be as much of a factor in rates o f attack as physical and biotic changes associated with the growth o f host trees. Most natural enemies are either dipteran predators, or hymenopteran parasitoids. In a study of weevil populations in jack pine in Ontario, there was a strong negative relationship with the dipteran parasite Lonchaea corticis Taylor and weevil emergence (Nealis 1998). Without natural enemies, weevil populations could be as much as three times greater (Nealis 1998). Stevenson (1967) found that L. corticis destroyed about 20% o f the larvae and pupae in his study. Predation by birds may contribute to reducing populations o f weevils (Taylor 1929; Bellocq and Smith 1994), although rates o f predation may vary depending on the overstorey species (Taylor 1997) and the abundance o f weevils (Nealis 1998). Hulme (1994) thought that the braconid wasp, Allodorus crassigaster Provancher, was a potential insect to use for biological control o f the weevil because of its ability to kill a large proportion o f the brood o f weevil larvae. Female wasps lay their eggs in the eggs o f weevils by inserting their oviopositor through the fecal cap left after egg laying by the weevil. The larvae of the wasp then develop to the first instar inside the weevil egg capsule. When the weevil-larva begins to pupate the larva o f the wasp molts to the second instar and begins to feed on the weevil larva from the inside (Hulme 1994). At this time, biological control o f the weevil is not used as a management practice. 1.4.4 Genetic Resistance Genetic resistance o f a tree to attack by white pine weevil is varied as it often involves the combination o f several traits. Because the genetics o f P. strobi vary by population and by region, what may act as a resistance mechanism in one genotype o f spruce may not act as a resistance mechanism in another. Combined with the interactions of differences in site, changing climate, and fluctuating populations, determining genetic resistance o f a species of tree is sometimes difficult. The processes that lie beneath particular defence mechanisms may not be active all the time, but may be triggered in the spring by environmental factors (Alfaro 1997). The favoured host individuals of P. strobi are the most rapidly growing sapling and pole-sized trees o f either spruce or pine in the stand (Lanier 1983). King et al. (1997) showed that weevils preferred fast growing interior spruce trees as hosts, but also showed that fast growing families had high levels o f genetic resistance to attack. Hulme (1995) observed that the least-damaged trees in a Sitka spruce provenance started development o f apical buds earlier than did susceptible clones. He also showed 10 that when the phenology of the clones was delayed, weevils would attack the resistant genotypes. Subsequently, Alfaro et al. (2000) showed that early development o f buds in Sitka spruce is sometimes weakly correlated with resistance to weevils. Genetic variation among families o f spruce with regard to rate of attack and damage has been found in interior and Sitka spruce (Alfaro 1997). Trees have been regarded as tolerant to attack if they have the ability to recover from weevil damage (Alfaro and Ying 1990), but are regarded as resistant to attack if they have the ability to avoid, or fend off, attacks (Mitchel et al. 1990; Kiss and Yanchuk 1991). Variation in genetic resistance has been shown within families of spruce (Alfaro et al. l996a). In white spruce, the resistant families are typically the fastest growing trees (Alfaro et al. 1996a; King et al. 1997). Ying (1990) found resistance in at least three provenances o f Sitka spruce in coastal British Columbia. Within these families he found 15 times less attack on the resistant families compared to the most susceptible families (Ying 1990). Resistance to weevil may be due to a combination o f mechanisms. For example, Tomlin and Borden (1997a) and Tomlin et al. (1996) showed resin ducts, which contain terpenes and high amounts o f cortical resin acid are important in resistance to weevil. Resin is considered to be a defensive mechanism o f conifers that deters attack, prevents fungal growth and drowns eggs and larvae (Berryman 1972). Tomlin et al. (1996) found Sitka spruce trees with very high levels o f acid in the resin may have a greater capacity to deter feeding or produce resin which is toxic to eggs and larvae. In addition, foliar terpenes have also been shown as a mechanism o f resistance to weevils in Sitka spruce (Tomlin et al. 1997). Nault et al. (1999) found that levels o f terpenes or other volatiles in the leaf or bark o f white and Engelmann spruce were highly correlated within ramets of highly variable progeny and concluded that the level o f terpenes is not a useful tool for selecting resistant genotypes. Alfaro (1995) showed that an induced defence reaction occurred in Sitka spruce after weevils began feeding and laying eggs. The reaction consisted o f the cambium cells switching from producing normal tracheids and parenchyma cells, to producing traumatic resin canals that killed 11 eggs and larvae (Alfaro 1995). Tomlin and Borden (1998) found Sitka spruce trees from families with know resistance responded with faster and with greater intensity than trees from susceptible families in producing traumatic resin canals. Sahota et al. (1994) proposed that chemicals in the bark o f resistant spruce could hamper reproduction in female weevils by causing ovarian regression or inhibition of development. Although genetic resistance found in host species shows promise, resistance as a control mechanism may be impeded by the insect’s ability to adapt. Alfaro (1996) found that females confined to resistant trees oviposited lower in the stem, below the leader, where resin canal density was reduced due to increased stem diameter, thereby preventing the brood from being drowned. Use o f resistant stock, such as that produced by somatic embryogenesis technology, promises to be a valuable tool for pest management but will need to be used with other control methods, such as silviculture, to minimize the effects o f adaptation by the weevil. Alfaro et al. (1995) suggested a system of integrated pest management, which incorporates hazard assessment with the planting of genetically resistant stock. 1.4.5 Silviculture Using silvicultural methods to mitigate the effects o f weevils essentially involves utilizing shade to mimic the mitigating effects o f natural forest processes. Infestations o f white pine weevil are known to have occurred after natural disturbance events such as wildfires (Kimoto et al. 2000). Silvicultural methods recommend providing overstorey or side shade and using mixtures o f tree species. Several researchers (Graham 1918; MacAloney 1930) have observed that conifers growing under deciduous overstorey were subject to lower rates o f attack by weevils compared to their counterparts growing in the open. Graham (1926) recommended silvicultural systems that provided shade for young eastern white pines after noting that those growing in the shade, or in high densities, were attacked less by the white pine weevil than trees o f the same age growing in full sunlight. MacAloney (1930) concluded that the easiest and most cost-effective way to protect white 12 pine from the weevil was to grow it in a mixture o f tree species that would add value to the final crop. He also noted that successive thinning treatments would be necessary so that pines would not be crowded out (MacAloney 1930). Conversely, Pubanz et al. (1999) questioned the use of overstorey for reducing the damaging effects o f the weevil. Their study o f well-stocked stands on the Menominee Forest in Wisconsin showed that 87.3% o f eastern white pines in their samples had an identifiable weevil injuiy (Pubanz et a l 1999). They concluded that volume losses due to attack by weevil have been overestimated. However, Brace (1972) previously estimated o f weevil-control could raise the value o f white pine by 25%. Several studies have shown that trees growing in shaded conditions have lower rates of attack by weevils than trees growing in the open (Katovich and Morse 1992; McLean 1994; Taylor and Cozens 1994; Taylor et al. 1996). McLean (1989) studied the effects o f naturally regenerated red alder, Alnus rubra Bong, in 0.14 ha, on growth and attack by weevils on Sitka spruce. Half of the site was cleared o f all species and the other half was strip-cleared leaving rows o f alder running in a north-south direction. Two stock-types o f Sitka spruce were planted in each treatment. The results after eight years showed that one o f the stock-types maintained similar height growth in both the open and understory treatment; however, trees growing under red alder had suppressed diameter growth. The trees growing in the open also had more attacks by weevil. McLean (1989) also found that there were higher levels o f the dipteran predator Lonchaea corticis Taylor in leaders infested with weevils growing in the open compared to those growing in the shade. This was probably due to the fact more food, in the form o f weevil larvae, was available to the predators in the open compared to the shade. In a follow up study, McLean (1994) showed rates of attack by weevils to be similar in both understory and open treatments. This was attributed to the clipping of leaders, which reduced the emerging weevil population and to a treatment o f sewage sludge, which may have affected their overwintering sites. In a similar study by Taylor and Cozens (1994), side shade from aspen reduced attack by weevils as much as overstorey shade when the strip cuts ran in a east to west direction. Their results indicated that up to 6% reductions in levels o f attack by 13 weevils could be expected five years after the strip cut treatment. Attack levels were 21.3% in the completely brushed area, 14.8% in the side shade treatment and 15.1% in the overstorey shade (Taylor and Cozens 1994). Researchers have long sought to determine the role o f shade and its effects on success of weevils. McMullen (1976) showed that the development of weevils from egg to adult required 785 degree-days above 7.2°C in order for weevils to complete their biological cycle in white spruce leaders under laboratory conditions. The accuracy o f this estimate was later tested and confirmed by McIntosh (1997) using internal temperatures o f white spruce leaders. Elevation, through its effects on temperature, affects the rate o f infestation by weevils (Spittlehouse et al. 1994; Taylor 1997). Therefore the presence o f overstorey that shades the tree’s terminal leader can reduce the degree-days available for brood development. Sullivan (1961) also showed that reduced temperature under shade resulted in less aggregated feeding on white pine. Alternatively, VanderSar and Borden (1977) showed that weevils have a visual response to Sitka spruce leaders and hypothesized that overstorey trees disturb this silhouette making it difficult for the weevil to locate suitable host-trees. They also demonstrated that weevils have a strong physiological response to light, which makes them climb to the top o f leaders after emerging in the spring. VanderSar (1977) also showed that weevils emerging in the spring have a strong phototaxis and negative geotaxis. From his laboratory experiments on excised leaders, he showed that the response to light was the mechanism that primarily governs female oviposition in the spring after overwintering. Shade, created from deciduous overstorey has been shown to reduce overwintering success (Harman and Kulman 1969). Shade may also alter the chemical properties o f the leader making them an undesirable host to weevils (Harman and Kulman 1967). Shade also affects the girth o f a tree making the diameter o f the leader smaller and less likely to be attacked (Sullivan 1961). In addition, shade may delay budburst, causing weevils to seek out trees that are further developed, or which are in synchrony with their spring emergence from overwintering (Hulme 1995, Alfaro et al. 2000). A deciduous 14 canopy also affects the quality o f light by disrupting ultraviolet light, which may be an important requirement for weevils when responding to light (Droska et al. 1983). Spacing o f trees may also contribute to reduced attack by weevils. Alfaro and Omule (1990) found that increased density, or decreased spacing of young trees, reduced attacks by weevils in Sitka spruce. Their management plan recommended initial spacing o f 2.74 m, which should then be thinned at 25 years. Reduced attack by weevils as a result o f closer spacing is thought to be due to reductions in temperature, or possibly side shade (Taylor and Cozens 1994). Stiell and Beny (1985) showed that side shade from birch reduced the incidence o f attack by weevil on eastern white pine. They found that strip cuts in a white pine plantation permitted between 50-70% o f full light, and allowed trees to grow adequately with diminished growth in height, but remained relatively free from weevil damage (Stiell and B eny 1985). Conversely, Hawkins (Pers. Comm. 2000) observed that attacks by weevil increased with the percentage of available stems at narrow spacing in 30-year-old interior spruce plantations growing in the wet cool (w kl) of the Sub Boreal Spruce Biogeoclimatic zone (SBS). The availability o f light potentially can affect 1) the growth and phenology o f the tree (Logan 1962,1969); 2) the insects’ ability to perceive the host (VanderSar and Borden 1977); and 3) the temperature required for mating and brood development (McMullen 1976). Light also affects secondary factors, which in turn may impact success o f weevils, such as insect predators and parasites that are influenced by temperature. Juvenile spruce are shade tolerant (Logan 1962). Logan (1969) showed that 50% reduction o f light did not impede height growth o f white spruce by did inhibit diameter growth. VanderSar and Borden (1977) demonstrated that weevils preferred thicker over thinner leaders o f Sitka spruce, which may result from growing under reduced light conditions. Messier et al. (1999) showed that planting eastern white pine under a hardwood forest reduced competition and protected the trees against damage from weevils. They demonstrated that levels between 10 and 66% full sunlight did not impede growth in the first six years but that total 15 height and diameter after six years tended to deeline sharply when there was 30% or more reduetion o f full sunlight (Messier et al. 1999). 1.5 Economic Significance Generally, a minimum o f two years growth is lost with each successful attack by weevil because the current and previous year’s leaders are killed. Cozens (1987) found a 19.5 % re­ attack rate on previously attacked trees in interior spruee plantations. Interior spruce is one of the two major commercial species for the central interior, especially in the Prince George Forest District. Since 1984 more than one billion interior spruce seedlings have been planted (Taylor 1997). Most attacks occur in interior spruce stands when they are open grown, between 10-30 years o f age and between 2-20 meters tall (Alfaro 1998). However, in high hazard areas, attacks can occur as early as three years at heights o f less than 1 m (Hawkins Pers. Comm. 2000). McMullen et al. (1987) developed a model to simulate population dynamics o f the weevil on Sitka spruce which predicted a 30% reduction in gross volume with severe attack-rates. Alfaro et al. (1996b) developed a model to predict volume losses due to attack by weevil called Spruce Attack by weevil (SWAT) which included reductions in net merchantable volume due to defect formation, a factor lacking in the earlier model. The SWAT model works with the TASS, Tree and Stand Simulator, growth and yield model developed by the BC Ministry o f Forests to forecast growth. SWAT is used to simulate the damage to trees from attack by weevil (Alfaro et al. 1996b). This model has predicted growth losses between 8-65% in the Prince George Forest District, depending on the intensity and duration of attack (Taylor et al. 1996). Large investments have been made in plantations that include planting and vegetation management activities such as brushing or herbicide application. Current legislation in BC restricts the amount o f broadleaf species in planted stands to minimum levels. Species such as paper birch, Betula papyifera Marsh., are considered weed species and are either treated with herbicide, cut, or girdled to release conifers from competition to meet free-growing requirements 16 (BC Ministry of Forests 2000). For these investments to be gainfully returned, operational practices for managing attack by weevils need to be incorporated into the free-growing recommendations. Even if spruce trees appear to fully recover from attack, damage incurred at an early age has often already resulted in losses in growth, yield and wood quality. Therefore, the main economic losses incurred from attack by white pine weevil are not realized until time of rotation, due to delay in the harvest. 1.6 Study Objectives My main objective was to determine if reduced light levels, or shade, created artificially or naturally, lowered success by P. strobi on interior spruce trees. The objective was approached by evaluating the: 1. effects o f deciduous overstorey on attack-rate in a young plantation, containing a large endemic population o f white pine weevil, and by 2. determining the effects o f artificial shade on attack by weevils on planted seedlings. 17 CHAPTER 2 Impacts of Paper Birch Overstorey on the growth o f spruce and attack by the white pine weevil at Sinclair Mills, BC 2.1 Introduction In central British Columbia, susceptibility of interior spruce stands to infestation by white pine weevil may be increased by current silvicultural practices. These practices are firstly, the planting o f a single species in large open clear-cuts, and secondly the management practice of brushing and treating competing vegetation with herbicide to meet Forest Practices Code guidelines (BC Ministry o f Forests 2000). Clear-cuts may resemble burned areas which occur in the natural forest (Kimoto et al. 2000). Such areas create conditions that allow weevil-populations to flourish because they have easy access to a large number o f host terminals, and temperatures are also elevated for brood development to levels which meet the required 785 degree-days above 7.2°C (McMullen 1976). Spittlehouse et al. (1994) found that daily average temperatures inside the leader are greater than air temperatures on sunny days and are approximately I°C on average above air temperatures during the summer months in the interior o f British Columbia. Sieben et al. (1997) has since revised McMullen’s (1976) formula for calculating temperature in the interior o f British Columbia by adding 1°C. It has been hypothesized that removal o f broadleaf competitors to enhance growth of conifers may result in increased rates o f attack by white pine weevils (Lanier 1983; Alfaro et al. 1994; Alfaro 1998). Changes to the BC Forest Act in 1987 promoted the planting o f large spruce stands, which must reach a free-growing status 9-15 years after planting (BC Ministry o f Forests 2000). Competition from deciduous overstorey, often compromises diameter growth in conifers (Gordon and Larson 1968, page 76), as maximum diameter growth occurs in ftill sunlight (Lieffers and Stadt, 1994; Wright et al. 1998). Therefore, when overtopping brush is removed favourable 18 habitat is created for the weevil. In addition, ground temperature is increased, allowing for snow to melt earlier and overwintering sites o f weevils to be warmed sooner than sites located under deciduous cover. 2.1.1 Objectives My main objectives o f were 1) to compare attack levels o f weevil in control and treated stands of interior spruce four years after vegetation removal with glyphosate in the treated stand and 2) to follow weevil-attack rates in both stands over 2 years. In doing so, it would be determined whether removal of mainly paper birch has an impact on rates o f attack by weevil and growth variables of interior spruce. Secondary objectives were to quantify differences in light and temperature between open and shaded spruce trees. 2.1.2 Stand History The study plantation is located approximately 100 km north east o f Prince George (Latitude: 54°01' N, Longitude: 121°41' W) at 700 m elevation. It was harvested in the winter of 1987-1988 and broadcast burned in June 1988. The plantation is in the Sub-Boreal spruce very wet and cool (SBSvk 01) subzone (Meidinger and Pojar 1991). The mean annual temperature ranges fi-om 1.3 to 4°C. Annual precipitation ranges from 990 to 1635 mm with only a third falling during the growing season. White pine weevil can have a severe impact on spruce plantations in the SBSvk. In 1989, 77.7 ha o f the area was planted with interior spruce (2+1 PBR) seedlot 29164 at 2.5 m spacing, and 14.3 ha was planted with lodgepole pine (1+0 PSB) seedlot 14901 at similar spacing. The plantation was grazed with sheep, for brush control, in the summer o f 1992. In July 1996,24.1 ha o f the plantation were treated with the herbicide glyphosate by aerial application to remove competing paper birch, Betula papyrifera Marsh. The remaining portion of the block was not treated as competing vegetation was not considered to be a threat to the spruce at that time. 19 2.2 Methodology 2.2.1 Sampling and Growth Fifteen, 3.99 m radius plots were systematically selected on 3 transect lines at 25 m intervals in the herbicide treated area o f the block (Figure 2.1). Seventeen 5.64 m radius plots were selectively sampled in two regions in control area (Figure 2.1). Larger plots were used in the control area, because the birch was not uniformly dispersed, and therefore larger plots were required to include spruce trees that received different light intensities at the leader within the same area. When the time plots were installed, psuedoreplication was not considered to be an issue as growing environments were similar in both areas (Hawkins and Draper 1991; and Hawkins et al. 1996). 'Treated oooo OOOO0 Control Legend " 3.99 m plots * 5.64 m plots 400 400 800 Meters Figure 2.1 Sinclair Mills block layout and sample plot locations. 20 All naturally regenerated spruce, five in total, and all located in the control area, were removed from the data set. In total there were 193 planted spruce in the control area and 101 in the treated area that were measured for 1) height using a height pole, 2) diameter at breast height (dbh, 1.3m) using a diameter tape, 3) successful attack by weevil (yes or no), defined as leaders killed from attack by weevil in which broods developed (exhibited by shepherds crook or wilted and dying leader), and form. Form was quantified as O=good, form that would produce a quality butt saw-log; l=minor defect, such as multiple leaders (but not stag-heads) above the first 2 m o f the tree but no visible fork or crook in the stem; or 2 =major defect, such as a fork, major crook or stag-head, above 30 cm and below 2 m from the base o f the main stem that is seriously impeding growth. Form data were analyzed using Chi-square analysis. All deciduous species in the control plots were measured for height and diameter at breast height. Measurements were repeated in 1999, 2000 and 2001 in the control area and in 2000 and 2001 in the treated area. Data were analysed for differences in height, diameter and diameter increment, between the control and treated areas using Analysis o f Variance in GLM, using SYSTAT Version 10 (SPSS, Inc. 2000). In all cases a=0.05 2.2.2 Data Logger A Campbell (Logan, UT) 2 IX micrologger was set up in plot 3 o f the control stand on May 4, 2001, Julian Day (JD) 124 to monitor 8 temperature sensors. Temperature sensors 1-6 were placed on three separate spruce trees on each tree’s terminal leader next to the stem on the north side. Sensors 1 and 2 were placed on the leader o f a tree 29736 with shade from surrounding birch trees. Sensor 3 and 4 were placed on a tree 29793 in the open receiving no shade at any time of the day. Sensors 5 and 6 were placed on tree 29738 receiving shade at some parts of the day. Sensor 7 was placed 1.3 m above ground on the north side o f the stem o f the open tree 29793. Temperature sensor 8 was placed at 1.3 m above ground on the north side o f the stem o f shaded tree 29736. The data logger was programmed to record temperatures at 1 min intervals and to take the mean temperature for each hour (Appendix 1 - Data logger programs). It also recorded the maximum and 21 minimum temperatures during each hour. Three quantum, LI90SB, light sensors (Campbell Scientific, Inc. Edmonton, AB) placed on extension poles in close proximity to the three leaders with temperature sensors, measured continuous light intensity as photosynthetically active radiation (PAR) from which an hourly mean was taken. Quantum sensors were calibrated prior to implementation in the field by Ministry o f Forests Research Branch in Victoria (Appendix I). Light readings were taken at the same intervals as temperature readings. The micrologger collected data continuously between May 5-September 10,2001 (JD 125-253). Between June 2-7 (JD 153-158) data were lost due to equipment failure. The missing temperature data was interpolated from data on the same days collected with the same model logger at North Willow located approximately 50 km SW o f Sinclair Mills, at 650 m elevation. The data for light were estimated based upon data for light collected for each sensor prior to and after the equipment failure. Degree-days were calculated using data collected for temperature between May 5- Sept 10 (JD 125-253); prior to oviposition and up to emergence o f adult weevils. The base temperature used was 7.2 C as per the requirements originally described by McMullen (1976). Based on findings from Sieben ei al. (1997), the formula to calculate degree-days was modified by adding 1°C: E(((Tmax+Tmin)/2 + l)-7.2)/24. If a value <0 was obtained, it was set to zero before summing each day in the month. Data for light were calculated as a mean for each day. 2.2.3 Leader dissections and parasite identification In the summer o f 2000,37 attacked leaders, from outside the sample plots in the control area, were clipped below the 1999 terminal and labelled according to whether the leader was from a tree growing in the open, or in full or partial shade. In late August 2000, leaders were placed in individual poly vinyl chloride (PVC) tubes for 1 month. After the adult weevils emerging from each leader were counted, the leaders were dissected and counts were made o f un-emerged and 22 immature adults, as well as larvae of natural enemies, identified as either the predator L. cortics, or as unknown hymenoptera parasitoids. Spruce leaders were also clipped from outside the sample plots in both the treated and control area before emergence o f weevils on August 17, 2001. At this time, 20 and 21 successfully attacked leaders, 20 and 21 from the control and treated area respectively and 15 leaders from each area with no visible sign o f weevil damage were excised. Adult weevil emergence was quantified by the presence o f exit holes, assuming that one exit hole corresponded to one insect. Leaders from both treatment areas were dissected and the number o f predators and parasites was counted and identified as above. Analyses o f variance for emergence o f adult weevils and number o f predators and parasites were made to test for differences between the means for three levels o f shade in 2000 and between sites in 2001 using a general linear model (GLM) in SYSTAT Version 10 (SPSS, Inc. 2000). In all cases a=0.05. 2.2.4 Light measurements using Ceptometer Using 2 AccuPAR (Decagon, Pullman WA) ceptometers, all spruce trees were sampled for light received near the leader-tip o f each tree in 2001. Photsynthetically active radiation (PAR) samples were taken, using manual and full-sensor mode to include sensors along the full length of the probe (Anonymous 2001), between 1000 and 1400 on all sampling days. Two samples were collected for each tree, on the south side at approximately mid-length of the terminal leader. Samples were simultaneously taken using a second Ceptometer located in the open. Terminal branches were reached using a 4.8 m orchard ladder. Samples for trees that were above 5.4 m and could not be reached were taken at the maximum height possible. The first samples were taken on 9 and 10 May, 2001 before deciduous bud-break and the second set of samples were taken on 6 and 7 June, 2001 after all surrounding birch had completed bud-flush. The ratio o f light received by each tree before and after bud-flush was calculated according to the open light sample taken. Hence 23 a tree that was in direct light without shade received a ratio o f 1, and shaded trees received a value between 0 and 1 (Appendix II). 2.2.5 Light measurements using Plant Canopy analyzer - Leaf Area Index (LAI) Light transmission was estimated using the plant canopy analyzer 2000 (LI-COR, Inc. Lincoln, NB). Four samples, were taken in a selection o f the 5.64 m control plots on June 12 and 13,2001, and the mean o f all samples was taken. Above-canopy readings were made using a 4.8 m orchard ladder. Below-canopy readings were made at 1.3 m. Readings were made in one sensor operating mode, using one above canopy reading and four below canopy readings (Anonymous 1992). Samples were taken from a variety o f gaps and levels o f shade within each plot. Output is given as a dimensionless figure, ratio m^ foilage/m^ground area (Appendix H). 2.2.6 Light measurements using portable spectroradiometer (Li 1800) Sample measurements under varying canopy conditions were made in plot 2 and in the open on June 4, 2000 using a portable spectroradiometer Li-1800 (LI-COR, Inc. Lincoln, NB) to determine differences in light quality in different parts o f the stand. Measurements were made by placing the equipment on a 1 m stand (Appendix II). 2.3 Results Spruce stocking ranged from 1000 to 1600 sph, with a mean o f 1346 sph (± 49.6 SE) in the treated area and from 800 to 1600 sph with a mean o f 1135 sph (±56.8 SE) in the control area (Figures 2.2 & 2.3, Table 2.1). 24 I Birch ■ Spruce a Attacks 2000 □ Attacks 2001 3500 & 2500 # 2000 V 1500 i 1000 w 10 11 12 13 14 15 16 Figure 2.2 Number o f spruce and birch stems per ha in control (un-treated) and number of individual attacks by weevils in 2000 and 2001 in sample plots 1-17. Trees attacked by weevils were classified as either successful or unsuccessful. I Birch ■ Spruce e Attacks 2000 □ Attacks 2001 3500 3000 » ra 2000 ® 1500 CL V) S 1000 w 500 10 11 12 13 14 15 Figure 2.3 Mean number of spruce and birch stems per ha in treated and number o f individual attacks by weevils in 2000 and 2001 in sample plots 1-15. Trees attacked by weevils were classified as either successful or unsuccessfiil. 25 Table 2.1 Mean (standard error) stems per ha for control and treated areas at Control Treated Total Paper birch 3465 (237.8) 1527(121.3) 2055(181.9) 180(1.6) Interior Spruce 1135 (56.8) 1346.6 (49.6) Other^ 276 (77.4) NA total of 47 stems, other than paper birch, were found in the control area which included, in descending order o f total stems; Willow, Salix spp. (19), black cottonwood, Populus balsamifera spp. trichocarpa (Torr. & A. Gray) Brayshaw (16), Sitka alder, Alnus viridis spp. sinuata (Regal) Â. Love & D, Love (7), trembling aspen, Populus tremuloides Michx., (3) and Douglas maple, Acer glabrum Torr. var. douglasii (Hook.) Dippel (2). There were few birch stems in the treated stand, which ranged from 0 to 1400 sph and a mean of 180 (± 1.6 SE) sph in the control area (Figures 2.2 & 2.3, Table 2.1). Spruce diameters increased significantly between years but were not significantly different between treatments (Tables 2.2 & 2.3). Table 2.2 Mean dbh cm o f spruce in control and treated stands in 1999,2000 and 2001 Treated Control 1999 2000 2001 2000 2001 n 193 193 193 101 101 Mean 5.57 6.32 7.36 6.11 6.92 SE 0.15 0.14 0.16 0.22 0.26 26 Table 2.3 Repeated measures analysis in GLM, results for height, dbh and HDR (height to diameter ratio) in response to fixed effects sources identified in a) between subjects and b) within subjects. Source df M SHeight p-value Height M Sdbh p-value dbh M SHDR p-value HDR Site 1 38.799 0.000 0.785 0.769 5584.367 0.000 Attack 2000 1 29.521 0.000 24.220 0.104 1249.225 0.077 Attack 2001 1 26.610 0.000 0.006 0.980 6261.157 0.000 Site * Attack 2000 1 0.881 0.458 16.355 0.181 559.112 0.236 Site * Attack 2001 1 8.990 0.018 2.770 0.581 1008.801 0.112 Error 282 1.592 396.834 9.093 b) Within subjects df MS (Height) p-value (Height) MS (dbh) p-value (dbh) MS (HDR) p-value (HDR) Time 1 35.794 0.000 60.407 0.000 254.674 0.005 Time * Site 1 0.010 0.748 0.483 0.075 131.018 0.046 Time* Attack 2000 1 .553 0.015 0.274 0.180 192.761 0.015 Time * Attack 2001 1 1.048 0.001 0.038 0.617 105.292 0.073 Time * Site* Attack 2000 1 .027 0.590 0.099 0.419 1.113 0.853 Time* Site* A ttack2001 1 0.202 0.139 0.295 0.164 95.476 0.088 Error 282 .092 Source 0.151 32.486 Heights were significantly greater in the control than in the treated area, and attacked spruce trees were shorter than un-attacked spruce trees. In terms o f the model for height, everything but site by attack in 2000 was significant (Table 2.3a & 2.4). Table 2.4 Mean height o f spruce m in treated and control stanc s 1999-2001. Treated Control 2000 1999 2000 2001 n 193 193 193 101 Mean 3.42 3.96 4.57 3.13 SE 0.06 0.07 0.08 0.07 2001 101 3.72 0.09 27 There was an interaction between site and attack for the dependent variable (height) in 2001 (Table 2.3a). This occurred because attack rates in 2001 were much lower than in 2000. When time is incorporated into the height model, to examine changes between years, height with time was significant, because trees grew in height between measurement periods, but differences between the control and treated stands were maintained between the years. There also was an interaction between time and attack in 2000 and 2001 (Table 2.3b). This occurred because attack rates differed between the two years at each site and trees that were attacked in 2000 were shorter in 2001 . Diameter, dbh, was not significantly different between sites. The only significant effect occurred when time was incorporated into the model, because the trees grew in diameter between the two years. Height to diameter ratio (HDR) was significantly different between the control and treated areas. HDR also differed significantly in trees attacked by weevils in 2001, with the control area having a greater HDR than the treated (Table 2.3a). HDR changed with time and there were interactions between time and site, and time and attack in 2000 (Table 2.3b). These interactions appeared because the mean diameter was larger in the control than in the treated area. There was little difference in diameter and height increments between treatments (Table 2.5). Table 2.5 Mean diameter and height increment o f spruce in 2001 for treated and control stands Diameter Increment (cm) Height Increment (m) Treated Control Treated Control n 101 193 101 193 Mean 0.93 1.02 0.63 0.60 SE 0.07 0.03 0.04 0.03 28 Birch (Table 2.6) were about 1.4 m taller and 2.5 cm smaller in diameter than spruce (Tables 2.2, 2.4) in the control area. Other species did not contribute significantly to vertical structure o f the stand and were not included. Table 2.6 Mean, minimum and maximum height and dbh olr birch in 1999,2000 and 2001. Height (m) dbh (cm) 1999 2000 2001 1999 2000 2001 n 340 349 349 340 349 349 Min 1.50 2.00 2.80 1.00 1.20 1.50 Max 8.00 8.50 8.90 7.80 10.30 11.80 Mean 4.48 4.95 6.09 3.94 4.35 4.92 SE 0.05 0.05 0.05 0.07 0.07 0.08 Attack rates varied by treatment (Table 2.7) but did not vary by plot with each treatment over the two-year study period (Figures 2.2 and 2.3). Table 2.7. Mean yearly rates o f attack by weevil on spruce (percent o f total sample trees attacked Control Treated 1999 2000 2001 2000 2001 Percent Attack 16% 23% 9% 36% 27% SE 0.27% 0.36% 0.26% 0.42% 0.34% Over the 2-year study period levels of attack were a mean 16.1% in the control mid 31.1% in the treated plots (Table 2.7). Rates o f attack for 1999 are only given for the control area as these plots were measured early in the spring o f 2000 , before attack, or tree-growth had occurred while plots in the treated area were not measured until later in the season. Based upon Chi-square analysis percentage o f trees with poor and good form classes varied significantly (Table 2.8) between each treatment area. 29 Table 2.8 Trees in control and treated area with good, moderate and poor form and significant difference between each area by form class based on Chi-square Form Classes Good (0) Moderate (1) P o o r(2) % Trees Treated 25 35 40 % Trees Control 55 35 10 Chi-square df p-value 16.6 0.24 17.52 1 1 1 0.0002 0.9900 0.0002 Percentage of major defects was greater in the treated area compared to the control. Major defects accounted for 10% of trees sampled in the control versus 41% o f trees in the treated area. Trees with good form made up 55% o f trees sampled in the control area versus 25% o f trees in the treated area. Moderate defects, damage caused by weevils on spruce above 2 m in height, were not different between the two sites, with approximately 35% moderate defects for trees sampled in each area. From measurements taken using the ceptometer, there was a mean 23% reduction in light intensity for the control stand after bud-break (Table 2.9). Table 2.9 Mean light ratio (tree/open) received at leader level. " May 2001 June 2001 Mean o f 193 samples 0.94' 0.71 SE 0.01 0.02 ____ because stems and branches caused shade Mean leaf area index (LAI) for the control plots was 2.19, indicating a medium amount of foliage coverage overall. The variation in measurements ranged from 0.8, little or no cover to 4.75, indicating high levels o f deciduous cover at the location where the reading was taken (Figure 2.4). 30 C 45' 4■ 35 ■ 3. <25- 2■ 15 . 05- 1 It 1 1 1 ,1 il 1 rt - *> ^ ^ ^ ^ plot Figure 2.4 Leaf area index (LAI) for control plots 1-6 and 9-12 taken on June 12 and 13, 2001. In the open there were 697.6 degrees o f temperature accumulated, above the threshold 7.2°C during the sampling period. There were 657.9 and 654.0 degree-days accumulated above 7.2°C between May 5-September 20 (JD 125-263), on leaders o f the partially shaded and mostly shaded trees respectively. Mean intensity of light at the leader decreased from the open-tree to the mostly shaded tree and there was a greater difference between partial and mostly shaded trees in contrast to degree-days. (Figure 2.5) 31 -shade ■open ■- » - -partial shade S) 600 I 400 5 300 I I I I I U I I I'T'I M I n I I! I I Julian Day Figure 2.5 Photosynthetically active radiation (PAR) received in 2001 from May 10-Septermber 10 (JD 125- 253). From the 41 successfully attacked leaders dissected in 2001, there was no significant difference between sites for the number o f dipteran (predator) larvae or parasite larvae (Table 2 . 10 ). Table 2.10 Comparison o f mean number o f diptera (predators) and n Mean SE Control Diptera 20 23.7 6.7 Other 20 2.7 0.7 Treated Diptera 21 21.8 5.4 Other 21 0.3 0.1 Mean number o f adult weevils emerging from the leader was greater in control compared to the treated areas in 2001 (Table 2.11). There was no significant difference among the open, partially shaded and fully shaded trees for weevil emergence or parasite number in 2000 (Table 2.12). 32 Table 2.11 Number o f adult weevils emerging from Control 20 0.0 8.0 2.1 0.6 n Min Max Mean SE Treated 21 0.0 9.0 0.9 0.5 Table 2.12 Mean number of live weevils, predators and parasites dissected from leaders clipped in control plots in 2000 ; shade. partial shade and open in 2000 . Shade Partial Shade Open (no shade) Parasites Adult & Weevils Predators Adult Weevils Parasites & Predators Adult Weevils n 12 12 12 12 13 13 Mean 4.4 11.9 5.47 9.5 7.2 12.1 SE 1.5 3.9 1.4 3.3 1.5 3.1 Parasites & Predators Spectral light quality changed under the canopy in comparison to the open, particularly in the far-red and blue region (Figure 2.6). 33 -Openi ■■D--0pen2 1.00E+06 9.00E+05 8.00E+05 7.00E+05 6.00E+05 E 5.00E+05 * 4.00E+05 3.00E+05 2.00E+05 1.00E+05 O.OOE+00 o o o o o o o o o o o o o o o o o o e o c D O i C M i n c o ^ ^ h - o c o o o c M i o c o < 0 O ( 0 P 5 ^ ^ ^ l 0 l 0 l 0 < 0 < 0 < 0 t 0 h ' N ' f ^ Wavelength a) Open -Shade! -Shade2 1.00E+05 9.00E+04 8.00E+04 7.00E+04 ?■ 6.00E+04 E 5.00E+04 ^ 4.00E+04 3.00E+04 2.00E+04 1.00E+04 O.OOE+00 o O o o o o o o o o o o o o o o o o CO CD O) CM LO 00 ^^r^oeo10 years old is optimal under full sunlight (Logan 1969; Eis 1970) is supported by smaller height and diameter of white spruce growing under a trembling aspen canopy than in the open (Johnson 1986; Yang 1989). My results suggest that the growth o f interior spruce under a paper birch canopy is very different from that under a trembling aspen canopy. This difference may be due to a variety of factors. Silhouettes o f aspen and birch are different, with aspen having a greater crown area than birch (Farrar 1995). The estimated site index, SI50 28m (estimated height o f trees, 28 m at 50 35 years), using the spruce site index equation (Nigh and Love 2000) is high compared to a lower site indices in found in studies with an aspen canopy (Taylor and Cozens 1994). Benefits from the presence o f birch may also be derived from ectomycorrhizal fungi that serve as a nutrient gathering interface in the soil (Smith and Read 1997). Comeau (1996) reported increases in yield o f mixed stands with a birch component compared to yields in pure conifer stands. Simard et al. (1997) showed a mutualistic association with mycorrhizae, between paper birch and Douglas-fir. Simard and Hannam (2000) reported that growth o f 8-year-old interior spruce in the Interior Cedar Hemlock (ICH) subzone, was not constrained by competition with paper birch <4000 sph. Because paper birch, at its present density on the Sinclair Mills site, appears to significantly aid spruce growth and development and increase total site yields, treatment with herbicide for conifer-release at this site does not appear to be justified. 2.4.2 Attack on Spruce by Weevils The most reasonable explanation for lower attack by weevils in the treated than the control area (Table 2.7) is that population o f weevils in the control area is lower in comparison to the treated area. Although no difference was found in adult insects emerging from individual leaders, there were many more spruce trees attacked by weevils in both 2000 and 2001 in the treated site than in the control. However, taking into account 1135 sph at 16.1% attack rate per year and 2.1 weevils emerged per leader in the control area, and 1346 sph, at 31.1% attack rate and 0.91 emergent weevils per leader in the treated area (Table 2.1, 2.7, 2.11), there would be 384 and 380 emergent weevils/ha/yr in control and treated areas respectively. The question that must therefore be asked is what determines the difference in attack success between the two areas? The sample tree that was directly in the open received 697.6 degree-days above 7.2“C, or 89% of the required 785 degree-days (McMullen 1976; McIntosh 1997) between May 5Septermber 10 (JD 125-253). The shaded trees received approximately 41 degree-days less than the open tree, or about 83% o f the degree-day threshold for life cycle completion, than the open tree. 36 The temperature requirements were not met at Sinclair Mills, even though the revised formula by Sieben et al. (1997) was used. Insect emergence was still observed in both the control and the treated areas, but may have been higher if degree-day temperatures were greater. Error in field equipment and sensor-placement would have factored into the final heat-sums. Elements such as wind velocity and humidity, which were not measured, may have also affected the readings of the temperature sensors. However, temperature, may have played a part in reducing brood development in 2001 as the rates of attack were significantly lower in the control (9%), compared to the treated area (27%). Rates o f attack in the treated area were very high which leads to speculation that physical factors, other than temperature, need to be considered in the role of weevils attacking spruce. It was observed that weevils continued to feed, mate and oviposit well after deciduous leaf development had occurred in the control area. It was also observed, in both years, that weevils emerged and started feeding and mating sooner in the treated than in the control area. These differences may have more to do with the soil temperature than a direct result o f differences in light because exposed soil tends to warm sooner than shaded soil (Stathers and Spittlehouse 1990). Sites where weevils overwinter would therefore warm earlier in open compared to sites located in the shaded stands. The exposure to the open areas also allows for earlier snow melt, thus making water available to the trees sooner, thereby allowing for earlier development. In this study, spruce trees in the treated area started bud-break one to two weeks before those in the control area. According to Hulme (1995) spruce that flush later are more susceptible to attacks by weevil than those that flush earlier, which may explain the greater emergence o f weevils from attacks that did occur in the control area. The quality o f light was different when weevils were still feeding and laying eggs (Figure 2.6). Portions o f the spectrum diminished under shade o f the birch, may affect the ability o f weevils see the terminal, particularly because the near infrared spectrum became one of the more prominent wavelengths under the birch canopy. 37 The lack of any difference in number o f parasites and predators dissected from the clipped leaders between the shaded and open leaders was unexpected. McLean (1989) found more parasites in the open than on Sitka spruce growing under red alder. Previous studies (Stevenson 1967; Nealis 1998) have speculated that predators and parasites may be a significant factor in controlling weevil populations. My results support this hypothesis in part because numbers o f emerged weevils were lower (Table 2.11). The greater number o f parasites and predators in the 2000 leaders than in the 2001 leaders may be due to temperature variation between 2000 and 2001 . The greater percentage o f trees with very poor form in the treated than control stands can be attributed to the many years of successive attack by weevils. Although the estimates o f historical attack, 75% and 80% for control and treated stands respectively, do not vary greatly between sites the exact number o f times a tree has been attacked cannot be assessed without destructive sampling. Trees with minor damage did not vary significantly between stands. Because both the control and treated areas were relatively similar before the 1996 treatment with herbicide, apparently it took only 4-5 years for impact levels o f attack in the treated and control areas to diverge. Tree vigour, or growth appeared to have an impact on levels o f attack only in 2001 (Table 2.3) as HDR did not significantly affect levels of attack in 2000. Diameter increment was not significantly different between the control and treated areas. Therefore, the effects o f growth rate on attack, are only speculative. King et al. (1997) noted that the fastest growing trees o f interior spruce were attacked more frequently than slow growing trees. However, faster growth has also been linked with greater resistance to attack by white pine weevil (Kiss and Yanchuck 1991). At Sinclair Mills, attack may be affected by rate of spruce-growth. The reason that HDR was only significantly related to attack in 2001 is unknown. Timing o f spruce bud-break, or some other factor, may also be key in determining whether weevils successfully attack the spruce. Because the spruce trees appear to break bud later in the control than in the treated area, yet manage to have an equal growth increment, may mean that the spruce in the control are growing at a faster rate 38 through the season. The less likely alternative is that spruce in the control plots maintain their growth later into the season than the spruce in the treated area. This latter explanation is unlikely as conifers are cued by photoperiod to complete growth (Dormling 1989) and the spruce seed source was the same for both the control and treated areas. The former explanation could only hold if the growth environments were significantly different, which they were with respect to light and temperature. 2.5 Conclusions Interior spruce tree form and mean tree height were significantly better and rates o f attack by weevils were significantly less in the control area. Birch densities in the control ranged from 700 to 3500 sph and mean total densities o f spruce and birch were 3465 sph. These findings have important ramifications for forest policy in British Columbia. The control area does not meet freegrowing criteria for competition o f deciduous species and the treated area was not free-growing due to levels o f attack by weevil. Interspecific competition at the observed densities did not reduce crop tree growth at 13 years, but appears to have a negative impact on attack by white pine weevil. Further studies are necessary to determine the specific mechanisms which result in reduced attack by weevil under paper birch or other species that form deciduous canopies. Studies like this will need to be followed in the long-term to determine the if there will be an impact on volume of spruce at the time of harvest. More importantly, replicated experiments need to be installed, or replicates already established need to be measured. 39 CHAPTER 3 Open pollinated interior spruce families and resistance to white pine weevil under varying degrees of shade 3.1 Introduction The Prince George Forest Region has approximately 300,000 hectares o f interior spruce, plantations, >34,000 ha o f which are at risk to attack by the white pine weevil (Taylor et al. 1996). Employing a combination o f silvicultural tactics, which include the planting o f spruce stock with known resistance traits, should mitigate damage caused by the weevil (Alfaro et al. 1995). The objectives o f this investigation were to determine 1) if resistance to white pine weevil could be shown at a young age in progeny trees in families with known weevil resistance, 2 ) if varying light levels affected feeding and oviposition behaviour o f white pine weevils and if light levels affected growth o f spruce, and 3) if there were interactions among spruce family, light level, and attack by weevil. I hypothesized that trees subjected to artificial shade would be attacked less than open-grown trees, and eggs would be deposited in a more dispersed manner along the terminal. It was also believed that trees from families with a high resistance-ranking would be attacked less by weevils, regardless o f shade or light treatment. 3.2 Methodology Seeds from trees o f 40 open pollinated families o f interior spruce, Vernon Seed Orchard #214, were collected by family in 1996. All o f the families were ranked according to growth and resistance to P. strobi. Seeds were sown and grown in 1997 at the JD Little Forestry Centre, near Prince George. Seedlings were spring planted, from 41 SB 1+0 stock, in two trials near Prince George in 1998. At Pass Lake, 90 Km northeast o f Prince George (Latitude: 54° 15' N, Longitude: 121°42' W -1000 m in elevation) in the SBSvk 01, the layout included 160 squares with 25 40 seedlings each planted 2.5m apart. Each family was replicated four times. Five o f the 40 families planted at this location were selected for testing in 1998, based upon their ranking for weevil resistance by the Ministry o f Forests (Table 3.1). Table 3.1 Selected families showing original white pine weevil resistance ranking, breeding value. Family Weevil Resistance Ranking' Breeding Value^ Elevation (m) Latitude Longitude 16 21 27 139 140 4 (high) 6 (high) 38 (low) 2 (high) 31 (low) 18.7 19.8 16.1 25.4 23.9 685 732 763 899 777 53“ 56' 53“ 54' 53“ 53' 53“ 47' 52“ 47' 122“ 06' 122“ 02 ' 1 T, 122“ 18' 122“ 25' 122“ 01 ' No. trees successfully Attacked in 2000 5 3 5 6 4 _ ^ Expected percentage increase in volume at rotation Two shade treatment levels (65 and 28% full light, 1 and 2 layers o f shade cloth, corresponding to light and heavy shade respectively) were set up over the 20 randomly selected seedlings (10 per treatment) in each family and another 10 seedlings per family were randomly selected as open-grown controls exposed to full light. Light and heavy shade treatments were set up using neutral density greenhouse shade cloth, set at 45“ to the south, over posts set to the east and west o f each tree. East and west aspects were also appropriately shaded. Heights and leader diameters o f all seedlings were taken for 1999 growth on May 12,2000. Trees were again measured for height and diameter at the end o f August 2000, and only for height in August 2001. Five weevils collected from a nearby naturally infested stand were placed on 15 (5 per light treatment) o f the 30 randomly selected spruce-seedlings in each family, on May 17, 2000, before they broke bud. Oviposition punctures, determined by the black fecal plugs, was categorized as; absent, dispersed along the stem of last year’s terminal growth or aggregated within 3 cm of the 41 terminal bud o f the 1999 leader. Punctures were counted weekly for four weeks and final categories were assigned on June 19,2000. Temperature was averaged hourly using a Campbell (Logan, UT) 21X micrologger, and the daily treatment mean temperature above 7.2°C was determined from May 15-September 5 (JD 135-248) using the formula: Z(((Tmax+Tmin)/2 + l)-7.2)/24. Light quality was sampled under each light regime on June 4,2000 using a portable spectroradiometer Li-1800 (LI-COR, Inc. Lincoln, NB). Successful attack, denoted when a tree’s terminal leader was girdled and dead or dying from attack by weevil, was determined in late August 2000. 3.2.1 Analyses Factorial repeated measures ANOVAs using SYSTAT Version 10 (SPSS, Inc. 2000) were done on leader growth and diameter. The independent variables were family, shade treatment, weevil seeding and their interactions. Kruskal-Wallis analyses were also done for attack success and oviposition density, on trees that had been seeded with weevils. Chi-square analyses were used to determine difference in dispersal of oviposition punctures for each level of shade. In all cases a=0.05. 3.3 Results There was no significant difference in height or height growth among the five families (Tables 3.2, 3.3a). 42 Table 3.2 Mean height (cm ±SE) of 30 spruce trees from each o f five families at Pass Lake in 1999,2000 and 2001. Mean Height (cm ±SE) by year Family and Resistance Level 2000 Treatment 1999 2001 Control 45.5(1.5) 57.9 (2.3) 70.1 (3.4) 16 (high) Weevil' 56.7 (3.4) 45.3 (1.9) 64.9 (5.6) Control 44.1 (0.9) 58.7(1.0) 70.1 (2.1) 21 (high) Weevil' 45.4(1.6) 59.5(1.6) 68.0 (3.4) 27 (low) Control 44.2(1.0) 56.3(1.6) 68.1 (2 .8 ) Weevil' 45.0(1.5) 52.8 (2.3) 58.0 (2.8) 139 (high) Control 43.1 (1.2) 56.6(1.7) 66.6 (3.2) Weevil' 43.2(1.6) 55.4 (2.7) 59.6 (5.6) 43.9(1.2) 55.9(1.8) 140 (low) Control 68.5 (2.9) Weevil' 42.6 (2.0) 54.3 (2.4) 61.8 (3.1) Trees in weevil treatment seeded with weevils before bud-flush in 2000. Table 3.3. Repeated measures analysis o f variance results for height in 1999, 2000 and 2001, in response to resistance, shade treatment and weevil seeded trees (fixed effects) sources identified in a) between subjects and b) within subjects. Source Resistance Shade Weevil Resistance*Shade Resistance*Weevil Shade*Weevil Resistance*Shade*Weevil Error SS 260.88 87.90 1885.88 2349.79 662.75 158.88 2646.74 21199.29 b) Within Subjects Source SS Time 40700.56 194.61 Time*Resistance Time*Shade 154.41 Time*Weevil 2252.29 Time*Resistance*Shade 1644.38 635.71 Time*Resistance*Weevil Time*Shade*Weevil 46.09 Time*Resistance*Shade*Weevil 1175.51 Error 13354.66 df 4 2 1 8 4 2 8 109 MS 65.22 43.95 1885.88 293.72 165.69 79.44 330.84 194.49 F 0.335 0.226 9.697 1.510 0.852 0.408 1.701 p-value 0.854 0.798 0.002 0.162 0.495 0.666 0.106 df 2 8 4 2 16 8 4 16 218 MS 20350.28 24.336 38.60 1126.15 102.77 79.46 11.52 73.47 61.26 F 332.196 0.397 0.630 18.383 1.678 1.297 0.188 1.199 p-value 0.000 0.921 0.641 0.000 0.052 0.246 0.944 0.270 43 Weevil-seeded trees were significantly shorter than control trees (Table 3.3a). Withinsubject tests for height, using repeated measurements in ANOVA, show a significant difference with time, because trees grew between measurement periods (Table 3.3b). Repeated measurements also revealed that there was an interaction between time and trees that had been weevil-seeded in between subject tests (Table 3.3b). This occurred because the trees that were attacked in 2000 were shorter, resulting in the interaction between time and seeding with weevils. There was a significant difference in leader basal diameter among families, in both 1999 and 2000 (Table 3.4 and 3.5). Table 3.4 Analysis o f variance for girth (leader basal diameter) in 1999 between Resistance Source Resistance Shade Weevil Resistance*Shade Resistance*Weevil Shade*Weevil Resistance *Shade*Weevil Error Sum-ofSquares 9.387 1.002 0.068 3.217 1.728 0.677 1.687 92.419 df Mean-Square F-ratio p-value 4 2 1 8 4 2 8 120 2.347 0.501 0.068 0.402 0.432 0.338 0.211 0.770 3.047 0.651 0.088 0.522 0.561 0.439 0.274 0.020 0.523 0.767 0.838 0.691 0.645 0.973 3.5 Analysis of variance for leader basal diameter in 2000 between Resistance, shade treatment and weevil seeded trees and their interactions. Resistance Shade Weevil Resistance *Shade Resistance *Weevil Shade*Weevil Resistance *Shade* Weevil Error Sum-of-Squares df Mean-Square F-ratio p-value 10.492 1.837 2.481 5.703 4.879 0.729 2.503 75.718 4 2 1 8 4 2 8 105 2.623 0.918 2.481 0.713 1.220 0.365 0.313 0.721 3.637 1.274 3.440 0.988 1.691 0.506 0.434 0.008 0.284 0.066 0.449 0.157 0.605 0.898 44 All other variables were not significant and there were no interactions between them. Repeated measures were not used for girth as measurements were taken at different points o f the leader in each year. Family 139 had the greatest leader diameter in 1999 and 2000 (Table 3.6). Table 3.6 Mean leader diameter (mm ±SE) in 1999 and 2000 for 30 spruce trees from each Family and Resistance 16 (high) 21 (high) 27 (low) 139 (high) 140 (low) Mean Leader Basal diameter (mm ±SE) 1999 2000 4.0 (0.1) 3.0 (0.1) 4.3 (0.1) 2.6 ( 0 . 1) 4.5 (0.2) 3.0 (0.2) 4.7 (0.2) 3.3 (0.2) 4.6 (0.2) 3.2 (0.2) There were 832.0, degree-days above 7.2°C for the open grown trees, and 789.1 and 707.0 degree-days under light and heavy shade respectively, approximately 94.8% and 84.9% o f the heat received in the open. Differences in light intensity under each treatment, throughout the season are seen in Figure 3.1. -o p en O "light ■ -h eav y | Julian Day Figure 3.1 Mean light intensity (PAR) for each shade treatment (light and heavy) and in the open at Pass Lake for the May-July 2000 period. 45 Light quality was not changed under each shade treatment indicating that the shade cloth was neutral density (Figure 3.2). Op 0 n • • ♦ ■ • Light — A— Heavy 7.00E+06 6.00E+05 J 5.00E+05 3.00E+05 f Figure 3.2 Energy o f light by wavelength in the open and under light and heavy shad, June 1, 2000,11:00 at Pass Lake. In 2000, 23 successful attacks were distributed almost uniformly among the five families (Table 3.1). There were no differences in the number o f successful attacks in the heavy shade compared to the light shade or open treatments: 6 versm 9 and 8 attacks respectively. There was a significant difference am ong the three light treatm ents for oviposition category (Table 3.7). Table 3.7 Kruskal-Wallis test statistic and significance for non-parametric tests between number o f successful attacks and resistance, shade and oviposition pattern (category) and resistance and shade treatment. Kruskal-Wallis Test Grouping Variable Dependent Variable p-value statistic Attack Success Resistance 1.103 0.894 Attack Success Shade 0.865 0.649 Oviposition category Resistance 3.482 0.481 Oviposition category Shade 6.173 0.046 46 Trees under heavy shade had the largest number of trees with no oviposition and the lowest level of aggregated oviposition punctures. In contrast, the greatest number of trees with aggregated oviposition punctures were growing in the open (Table 3.8). Table 3.8 Number o f trees in each shade level per oviposition category, showing significant Number of trees per Shade Level Oviposition Category Open Light Heavy ChiSquare df Pvalue Absent 12 9 18 12.880 2 0.002 Dispersed 4 12 5 5.199 2 0.055 Aggregated 9 4 2 7.119 2 0.037 47 3.4 Discussion Early performance results from this trial were not consistent with the original breeding value and weevil rankings. Family 27, which had the lowest resistance-ranking and breeding value, had relatively large diameter-growth. Family 16, which was ranked high ranking for resistance to weevils had the lowest overall leader-growth. These findings may be due to several factors. All families were originally tested under well-maintained research conditions unlike the operational conditions at Pass Lake. All families except 139 were from low and mid elevation sites and movement to an elevation o f 1000m at Pass Lake exceeded the 200 m maximum change recommended for interior spruce (Anonymous 1995). A nursery-effect, influencing the health and vigour of the seedlings after leaving the nursery, may have been present in the field, three years after planting, resulting in trees in families with low breeding values to perform better than expected. Resistance by plants to insect attack can result from a combination o f many traits. Some of the factors that influence these traits are related to growth rate (Kiss et al. 1994; King et al. 1997). The trees in this study may not be old, or large, enough to yet exhibit some o f these resistance traits. Previous rankings for resistance were based on older trees performing well in areas where attack by weevils occurred endemically. Presence o f white pine weevils reduced leader basal diameter and leader growth in some families even though the insect did not cause visible damage (Table 3.4 & 3.5). However, this effect was not significant in all families. Reduction in girth may be due to adult insects feeding on the stem or by larvae, having fed inside the stem but not developing fully after oviposition. Predators such wasps and flies, are known to kill weevil-larvae (Hulme and Harris, 1988) and may have contributed to the lack of successful attack by weevils. Past studies have shown that shade reduces the diameter growth o f the leader making it an unfavourable host for the weevil (Sullivan 1961). Diameter growth in this study was not significantly affected by light level but instead by family. The trees from this study may have been too small to have an effect on whether or not weevils choose them as hosts. However, in a study by 48 Kiss et al. (1994), it was shown that weevils attacked interior spruce regardless of leader length or diameter, and genetic resistance was the greatest determinant of attacked seedlings. In my study, weevil feeding was observed on most of the weevil-seeded trees even when no oviposition punctures were observed. Density o f oviposition punctures differed significantly by light treatment levels, although attack success did not. Successful attack is ultimately the most important criterion in determining the effectiveness o f shade as a control measure. However, this still may have implications for planting spruce under deciduous cover, if future studies show that natural shade reduces success of attack and growth of spruce is not reduced. The level o f shade did not affect the growth o f spruce. This is not surprising as previous results (Logan 1969) have shown that white spruce planted under 50% light intensity can reach optimal height-growth. The trees growing in the open, or full light condition, had the largest number of trees with aggregated oviposition. This is significant because the insect must lay eggs that are dense enough for hatching larvae to find one another to form a communal feeding ring (Silver 1968). If eggs are laid dispersed along the stem, the larvae become drowned in the trees' resin and the leader continues to grow (Silver 1968). Therefore, the light shade treatment (65% full light) should not reduce spruce height growth but significantly reduce aggregated weevil oviposition, while the heavy shade treatment (28% full light) will meet reduced attack by weevil objectives but reduce spruce growth based upon Logan's (1969) observations. McMullen (1976) found that 785 growing degree-days above 7.2°C were needed in order for weevils to develop in the leaders of white spruce. Temperature data collected for the 2000 season revealed that there was sufficient heat accumulation during the season, under the open and light shade conditions but not under heavy shade. Successful attacks were observed on 23 of the weevil-seeded trees, which is considered to be a high level of attack (Wallace and Sullivan 1985). 49 The trees in this study may be too young to determine whether resistance to weevil is significantly different among the families selected for this study. The trees and families may begin to exhibit more resistance traits as they grow older and become acclimatized to the Pass Lake site. 3.5 Conclusions The shade treatments caused the weevils to oviposit in a more dispersed pattern. However, this result did not appear to affect overall development o f weevils in the light shade treatment, which had the greatest number o f successful attacks. Lowered light intensity, or greater shade level also did not reduce growth o f the selected spruce families. Further studies need to be undertaken to determine the role o f light on oviposition behaviour o f the white pine weevil, growth o f spruce, and forest management implications. 50 CHAPTER 4 Environmental factors affecting behaviour o f weevils on interior spruce clones produced by somatic embryogenesis 4.1 Introduction Open stands o f conifers are more vulnerable to attack by white pine weevil because light and temperature are increased in the open, which affects behaviour of adult insects (Sullivan 1959, 1960) and development o f the brood (McMullen 1976). Previous studies (Cozens 1983; McLean 1994; Taylor et al. 1996) have shown that a deciduous overstorey and side-shade reduces attack by weevils on spruce. Sullivan (1961) noted that in open growing stands o f white pine, weevils confined their attack to the leader and moved down the stem during the season until the distribution of punctures was relatively even throughout the length o f the leader. The tendency was towards a greater proportion o f oviposition punctures near the tip o f the leader. However, on trees that were shaded, the distribution and frequency o f oviposition punctures differed (Sullivan 1961). This is important because a dispersed pattern o f oviposition lessens the chances o f brood success as the likelihood o f individual larvae surviving to adulthood is lessened. This study follows from investigations undertaken in the summer o f 2000 on open pollinated spruce seedlings (Chapter 3), in which it was observed that oviposition punctures made by weevils placed on interior spruce under artificial shade were lower, and less aggregated on the stem than those on open-grown trees. Using clones produced by Somatic embryogenesis (SE) (Webster et al. 1990) allows an investigator to eliminate population genetic variance in experimental procedures. By utilizing many trees o f one clone, differences in weevil behaviour can be attributed to environmental effects such as overstorey shade. The objectives o f this study were to determine 1) if reduced light has an effect on behaviour o f weevils, 2) if clones from parents previously ranked for resistance to weevils sustain 51 levels of attack that reflect fheir ranking, and 3) if bud development within clones is related to resistance to weevils. Based on the results in Chapter 3 ,1 hypothesized that weevils placed on trees under shade would lay eggs in a dispersed pattern further down the stem than on trees in full light. Because o f the more dispersed and less aggregated pattern o f oviposition, weevil-larva might not be able to form feeding rings, thus fewer leaders would be killed and there would be fewer adult weevils emerging from each infested terminal. 4.2 Methodology 4.2.1 North Willow Two SE clones o f interior spruce were observed for resistance to attack by P. strobi. The selected clones were located in two o f several trials planted in 1996 in the Sub Boreal Spruce (SBS) mkl 03, 05, 07 (moist cool, subhygric), located at North Willow, approximately 50 km east o f Prince George (Latitude: 53°57' N, Longitude: 122° 10' W). The trees were planted in at 2.4 m spacing in blocks of 0.20 ha (clone 1-1026) and 0.15 ha (clone 107-1930). The source o f clone 1071930 originated from parents o f high growth and weevil resistance rankings, while clone 1-1026 originated from parents o f moderate growth and weevil resistance rankings (Hawkins 1998) (Table 4.1). Table 4.1 Growth and resistance ranking (Hawkins 1998) for SE clones from original 173 parents' ranked. Mother - Weevil Father - Weevil Mother - Growth Father - Growth SE Clone Resistance Resistance 1-1026 4 78 20 97 107-1930 1 5 10 2 U284 60 36 83 15 J974 4 102 20 130 U185 60 36 83 15 -1..— -'"T " "!" ;" : 52 In 2001, 30 vigorous and healthy trees were randomly selected from each clonal block and measured for height and leader basal diameter and grouped into triplets based upon total tree height and 2000 leader growth. Each seedling in a triplet, was then randomly assigned one o f three light treatments; no shade, light shade or heavy shade. Shade treatments were applied between April 30 and May 3, 2001 using 2.4 m lengths of neutral density greenhouse shade cloth (65% o f light transmittance). Two, 2.4 m x 0.05 m x 0.05 m posts were driven 0.16 m into the ground 0.75 m to the east and west o f each seedling. The cloth was affixed on both posts with staples, and secured to the ground with wire and metal stakes, so that 1 m o f the cloth was directed to the north o f the seedling and 1.4m was directed to the south o f the seedling in a 45° angle. One or two layers of cloth was used to create either light shade (65% full sunlight) or heavy shade (28% full sunlight). The cloth was porous enough to allow moisture and wind through. Weevils were collected in a heavily infested stand approximately 100 km North east o f Prince George on May 14 and 15th, 2001.Trees in half o f the triplets in each clone and shade treatment were seeded with five weevils per tree on 15 May 2001. Between May 12-August 29,2001 (JD 132-241) a Campbell (Logan, Utah, U.S.A.) 21X data logger with three quantum sensors (Campbell Scientific, Inc. Edmonton, AB) and eight temperature sensors recorded light and temperature continuously on trees in the block containing SE clone 107-1930. A quantum sensor was placed at leader height affixed on a separate post beside the seedlings for each o f the three light treatments. Two copper-constantin thermocouple sensors were placed on the north side o f the leader just under the leader bud produced in 2000. One thermocouple was placed in the soil and the final sensor was placed in the open on the leader o f a tree away from the bark, to measure air temperature. Daily treatment mean temperature above 7.2°C was determined using the formula; Z(((Tmax+Tmin)/2 + l)-7.2)/24. Between July 18-August 3 data lost due to equipment malfunction were interpolated based upon data from the same model data logger placed at Sinclair Mills. Lost light data were interpolated based upon data collected before and after the equipment failure (see Appendix 1). 53 4.2.2 U pper F raser The second study site was located at Upper Fraser, approximately 80 km North East of Prince George (Latitude: 54°03' N, Longitude: 121°42' W) in the Sub Boreal Spruce Zone, wet, cool subvariant (SBSwkl 01). Trees at this location were planted at 2.4 m spacing in 1995 in 0.11 ha blocks. Twenty healthy and vigorous trees from each o f clone U284 and J974 were randomly selected and measured for height and leader basal diameter. Clone U-284 originated from parents o f moderate growth and resistance to weevils, and clone J974 originated from parents o f moderate growth and low resistance ranking (Table 4.1). Trees within each clone were paired according to similar height and 2000 leader growth. Trees in half o f the pairs were seeded in 2001 on 17 May, 2001 with weevils collected as above. No shade treatment was applied. 4.2.3 Assessments The following data were collected weekly between May 14 and July 17 between 1000 and 1400 at both sites: 1. weevil behaviour: absent, feeding, mating or egg laying (oviposition sites present), 2. number o f oviposition punctures on each leader as described by Wallace and Sullivan (1985), 3. distance o f the furthest oviposition puncture from the top o f the apical bud, 4. phenology o f spruce bud burst o f the leader and one lateral on the first whorl, using the classiAcation adapted from Alfaro et al. (2000): (1) shiny conical - buds slightly conical with scales; (2) shiny/swollen - buds similar to the first stage but more swollen; (3) light brown/swollen - buds considerably swollen and lighter in colour than second stage; (4) columnar - shoots starting to elongate and bud scales are opaque so that green needles are visible; (5) split - shoot elongating and bud cap split; (6) brush - bud cap usually no longer present, needles appear to originate from one point; (7) feather - needle bases separate (8) growing shoot - needles widely separated out from expanding shoot. 54 All trees were measured for height and basal leader diameter on August 27, 2001. At this time, trees were classified as successfully attacked, based on leader-death, or not successfully attacked if the 2001 leader survived the weevil- seeding treatment. Leaders from weevil-seeded trees were removed from the tree beyond the point o f initial 1999-year growth on August 29, 2001. Emergence holes were counted and each leader was dissected. Predators, parasitoids and weevil pupae were counted. 4.2.4 Upper Fraser 8 - block survey At Upper Fraser, another clone, U185, with the same growth and weevil ranking as U284 (Table 4.1) was observed for growth and resistance to weevil. These trees were planted in eight blocks in 1995 along with seed orchard seed lot 6863 (Central Plateau) in the ratios U185:6838, 100:0, 67:33, 33:67 and 0:100, with four blocks using Peltons Nurseiy (PL) and four using stock form Green Timbers Nursery (GT). In early May 2001, 50 trees in each were systematically selected and tagged, and then measured for height, history o f attack by weevil and attack in 2000. The blocks were re-visited in August 2001 to measure height and count current attack by weevils. 4.2.5 Statistical Analyses All growth data were analyzed using analysis o f variance, ANOVA, in SYSTAT Version 10 (SPSS, Inc. 2000). Categorical data were analyzed using Kruskal-Wallis nonparametric analysis to determine differences in shade treatments. The Kruskal-Wallis test automatically converts to the Mann-Whitney test, the non-parametric equivalent o f the two-sample t-test (SPSS, Inc., 2000), when only two categories are present and was therefore used to determine differences between two shade levels or differences between clones in bud-flush. In all cases a=0.05. 55 4.3 Results 4.3.1 North Willow There was no significant difference in height between clones and no interactions for all trees, but a significant difference in height between clones occurred for trees that had not been successfully attacked by the white pine weevil (Table 4.2a). Table 4.2 Repeated measures analysis o f variance results for height in 2000 and 2001, for clone, shade treatment and weevil seeded trees and their interactions at North Willow, sources identified in a) between subjects and b) within subjects. df p-value All trees 0.092 0.444 0.304 df Clone Shade Weevil 1 2 1 M Sheight All Trees 837.766 233.593 304.552 Clone*Shade Clone* Weevil Shade* Weevil Clone*Shade* Weevil Error 2 1 2 2 48 10.679 40.745 186.332 785.951 282.512 0.963 0.706 0.522 0.072 2 1 2 2 41 0.219 51.621 127.949 226.732 254.688 0.999 0.655 0.609 0.418 b) Within Subjects Source df 1 1 2 1 2 1 2 2 48 p-value All trees 0.000 0.504 0.485 0.440 0.864 0.538 0.508 0.798 df Time Time * Clone Time* Shade Time*Weevil Time*Clone* Shade Time *Clone * Weevil Time* Shade * Weevil Time*Clone *Shade * Weevil Error M Sheight All Trees 15646.552 21.526 34.949 28.808 6.974 18.281 32.658 10.787 47.512 MS - height Un-Attacked Trees 13915.713 1.459 70.144 19.009 4.000 18.654 13.764 2.472 45.445 p-value Un-attacked trees 0.000 0.859 0.226 0.521 0.916 0.525 0.740 0.947 Source 1 2 1 MS - height Un-Attacked Trees 1453.192 172.177 203.551 p-value Un-attacked trees 0.022 0.514 0.377 1 1 2 1 2 1 2 2 41 Time was the only significant variable for within subject testing as the trees grew in height over the summer, but time by clone was not significant, and there were no interactions (Table 4.2b). Clone 1-1026 was taller than 107-1930 in 2000 and 2001, but only among trees that were not successfully attacked by the weevils (Table 4.3). 56 Table 4.3 Mean height (cm) for clones 1-1026 and 107-1930 at North Willow; mean overall, mean o f successfully attacked trees in 2001 and unsuccessfully attacked trees in 2001 for 2000 and 2001. 107-1930 1-1026 2001 2001 2000 2000 2001 2001 2000 2000 1-1026 Not Not Mean' Mean' Mean attacked^ Mean' attacked^ attacked^ attacked^ 23 7 n 30 7 30 23 30 30 86.0 86.0 80.0 95.0 102.0 78.0 93.0 Min 77.0 116.0 119.0 148.0 129.0 148.0 117.0 Max 119.0 146.0 102.3 123.2 117.2 126.7 94.4 Mean 101.0 100.2 118.2 4.7 2.4 2.7 5.9 2.4 1.8 SE 2.2 2.5 Mean height o f all trees in sample ^ Mean height o f trees with leaders were killed from weevils ^ Mean height o f trees with leaders that were not killed from weevils Mean height-increment, for clone 1-1026 in 2000 was 31.6 cm, compared to 24.9 cm for clone 107-1930 (Table 4.4). In 2001, clone 1-1026 had the same growth increment as 107-1930 when comparing all trees. Table 4.4 Height increment' (cm) for clones 1-1026 and 107-1930 at Nort 1 Willow. 1071-1026 1930 2000 2001 2000 2001 2001 2000 2001 not not attacked^ Mean' attacked^ Mean' Mean' attacked^ attacked^ 30 7 30 n 23 7 23 30 30 Min 21.0 21.0 23.0 3.0 3.0 3.0 15.0 0.0 Max 47.0 35.0 47.0 44.0 26.0 44.0 34.0 36.0 Mean 31.6 30.0 32.0 22.2 13.9 24.7 24.9 23.8 SE 1.1 2.0 1.3 1.8 2.7 2.0 1.0 1.5 Mean growth increment o f all trees in sample ^ Mean growth increment o f trees with leaders were killed from weevils in 2000 ^ Mean height o f trees with leaders that were not killed from weevils in 2000 Basal diameter was not significantly different between clones in 2000, but was significantly different for measurements taken on the 2001 leader (Tables 4.5 & 4.6). Shade and weevil seeding did not affect 2001 leader basal diameter and there were no interactions (Table 4.6). 57 Table 4.5 Analysis o f variance results for leader basal diameter (2000 leader) in Source SS df MS F Clone Error 0.096 1.456 1 58 0.096 0.025 3.824 Pvalue 0.055 Table 4.6 Analysis o f variance results for leader basal diameter (2001 leader) in August 2001 at North Willow Source SS df MS F Pvalue 0.164 1 0.164 7.345 0.009 Clone 0.121 2 0.061 2.718 0.076 Shade 0.006 1 0.006 0.290 0.593 Weevil Clone*Shade Clone* Weevil Shade* Weevil Clone* Shade* Weevil Error 0.004 0.003 0.047 0.006 1.072 2 1 2 2 48 0.002 0.003 0.024 0.003 0.022 0.079 0.137 1.057 0.138 0.924 0.713 0.355 0.872 None o f the trees o f clone 107-1930 seeded with weevils was attacked successfully, and no other trees within the block area, exhibited any signs o f attack by weevil. There were five successful attacks on clone 1-1026 o f the 15 weevil-seeded trees and one o f the non-seeded trees was attacked by weevils in 2001. In addition, 14 other trees from clone 1-1026 that were not part of the selected sample but were within the block boundary, were also attacked by weevils, from the surrounding area or weevils that had escaped from the experiment. No relationship was found between level o f shade and number o f successful attacks. However, significant relationships were found between shade and number o f oviposition punctures for both clones from the fourth sampling day until the last sampling day, June 5-July 17,2001(JD 156-198) in trees o f clone 1-1026 (Figure 4.1,4.2 & 4.3). 58 -107-1930 -#-11026 Degree-days 500.0 4496450.0 400.0 350.0 U I 300.0 I 250.0 “ j 200.0 £ 150.0 E 100.0 50.0 0.0 137 142 149 156 163 170 177 184 198 May-17 May-22 May-29 Jun-05 Jun-12 Date Jun-19 Jun-26 Jul-03 Jul-17 Figure 4.1 Mean oviposition punctures recorded on each sampling date for clones 1-1026 and 1071930, and accumulating degree-days above 5°C by sampling date at North Willow. May 17-July 17,2001 (JD137-198). ■Open -B-Light Heavy 14 12 I I 10 8 6 4 2 0 137 142 149 156 163 170 177 184 198 May-17 May-22 May-29 Jun-05 Jun-12 Date Jun-19 Jun-26 Jul-03 Jul-17 Figure 4.2 Mean oviposition punctures recorded on trees o f clone 1-1026 by sampling date for each shade treatment (Open, Light, Heavy) at North Willow. May 17-July 17, 2001 (JD137-198). 59 ■Open - B - Light Heavy 4.5 3.5 2.5 .Û- 0.5 137 May-17 142 149 156 163 170 177 184 198 May-22 May-29 Jun-05 Jun-12 Date Jun-19 Jun-26 Jul-03 Jul-17 Figure 4.3. Mean oviposition punctures recorded for trees o f clone 107-1930 by sampling date for each shade treatment (Open, Light, Heavy) at North Willow. May 17-July 17, 2001 (JD 13 7-198). A significant relationship was also found for distance o f oviposition between the tip of the terminal and the lowest oviposition puncture and shade treatment, from the second sampling day May 22 (JD 142) to the last sampling day July 17 (JD 198) in clone 107-1930 (Table 4.7a). Table 4.7 Kruskal-Wallis test for significance results between shade treatments for distance between the tip o f the terminal and the lowest oviposition puncture for each sampling date for clones 1-1026 and 107-1930 at North Willow a)between three shade treatments and b)-d) Mann Whitney tests between each shade treatment: a) between three shade treatments; open, light and heavy 1-1026 107-1930 Kruskal-Wallis Kruskal-Wallis Test statistic p-value Test statistic p-value Sampling date (JD) df 0.000 1.000 2 0.000 1.00 May 17 (137) 0.041 May 22 (142) 2 2.293 0.318 0.980 5.790 8.314 0.016 May 29 (149) 0.055 . 2 2 6.520 0.038 9.871 0.007 June 5(156) 9.114 2 6.982 0.03 0.010 June 12 (163) 2 6.656 0.036 9.114 0.010 June 19(170) 0.036 9.114 6.656 0.010 June 26 (177) 2 0.036 9.114 July 3 (184) 2 6.656 0.010 2 6.656 0.036 9.097 0.011 July 17(198) 60 b) Mann-Whitney test for difference in distance of oviposition punctures for open and heavy shade treatments. 1-1026 107-1930 Sampling date Mann-Whitney ChiMann-Whitney Chi(JD) df U test statistic square p-value U test statistic square p-value May 17 (137) 1 12.5 0.000 1.000 12.5 0.000 1.000 May 22 (142) 1 5.5 0.022 2.291 0.130 12.0 0.881 May 29 (149) 1 5.0 2.470 0.116 0.00 6.902 0.009 June 5(156) 1 2.5 4.444 0.035 0.00 6.902 0.009 0.0 June 12 (163) 1 6.902 0.009 0.00 6.902 0.009 June 19 (170) 1 0.0 6.902 0.009 6.902 0.00 0.009 0.0 June 26 (177) 1 6.902 0.009 0.00 6.902 0.009 July 3 (184) 1 0.0 6.902 0.009 0.00 6.902 0.009 0.0 July 17(198) 1 6.902 0.009 0.00 6.860 0.009 c) Mann-Whitney test for differences in distance o f oviposition punctures for open and light shade treatments. 1-1026 107-1930 Sampling date Mann-Whitney ChiMann-Whitney Chi(JD) df U test statistic square p-value U test statistic square p-value May 17 (137) 1 12.5 0.000 1.000 12.5 0.000 1.000 0.637 May 22 (142) 1 10.5 0.223 12.0 0.881 0.881 3.0 3.938 May 29 (149) 1 0.047 10.0 0.287 0.592 June 5(156) 1 3.0 3.938 0.047 5.5 2.205 0.138 June 12 (163) 1 3.578 3.5 0.059 4.5 2.827 0.093 June 19(170) 1 4.5 2.880 0.090 4.5 2.827 0.093 June 26 (177) 1 4.5 2.880 0.090 4.5 2.827 0.093 July 3 (184) 1 2.880 4.5 0.090 4.5 2.827 0.093 July 17(198) 1 4.5 2.880 0.090 4.5 2.810 0.094 d) Mann-Whitney test for differences in distance o f oviposition punctures for light and heavy shade treatment. 1-1026 107-1930 Sampling date Mann-Whitney ChiMann-Whitney Chi(JD) df U test statistic square p-value U test statistic square p-value 0.000 May 17 (137) 1 12.5 1.000 12.5 0.000 1.000 May 22 (142) 1 8.5 0.743 0.389 0.022 0.881 13.0 May 29 (149) 1 20.0 2.470 0.116 4.870 0.027 2.0 June 5(156) 1 19.0 1.855 0.173 1.0 5.806 0.016 15.0 0.274 June 12 (163) 1 0.600 3.0 3.962 0.047 11.0 June 19(170) 1 0.099 0.753 3.0 3.962 0.047 11.0 0.753 3.962 0.047 June 26 (177) 1 0.099 3.0 July 3 (184) 1 11.0 0.753 3.962 0.047 0.099 3.0 July 17(198) 1 11.0 0.099 0.753 3.0 3.962 0.047 61 The test between open and heavy shade treatment showed the greatest level o f significance in oviposition distance for all sampling dates (Table 4.7b). The effects between open and light shade treatment were only different in the third and fourth weeks (May 29 and June 5) o f sampling for 1-1026 but showed no difference in any dates in 107-1930 (Table 4.7c). The effects between light and heavy shade treatment were not different in any of the weeks for 1-1026 but were different in all but the first weeks for 107-1930 (Table 4.7d). The total number o f oviposition punctures did not vary significantly by shade but did vary significantly by clone. Rate appeared to peak between 29 May and 12 June, 2001 when degreedays above 5°C were between 112.0 and 202.1°C. The rate o f oviposition appeared different by shade treatment in clone 1-1026 but not in 107-1930 (Figures 4.2 & 4.3). Rates in 1-1026 appeared to be greatest for the heavy shade treatment on June 5 and June 12 (JD 156 and 163). The open treatment appeared to have the lowest overall oviposition rate for 1-1026 (Figure 4.2). There was no difference in the total number o f predators and parasites found within the shade treatments in either clone. Because no leaders were killed from attacks by weevil in clone 107-1930, no adult weevils emerged from trees o f this clone. Mean number o f adult weevils that emerged from each leader did not vary by shade in 1-1026. Bud-development o f spruce in clone 1-1026 progressed faster than clone 107-1930 at North Willow (Figure 4.4). 62 0107-1930 LD □ 107-1930 LAT 01-1026 LD 01-1026 LAT 142 149 May-22 May-29 156 163 170 177 Jun-05 Jun-12 Sampling Date Jun-19 Jun-26 Figure 4.4 Mean Bud-flush classes o f leaders (LD) and laterals (LAT) for clones 1-1026 and 1071930 at North Willow over 8 weeks: May 17-July 3 2001. Bud-flush class: (1) shiny conical (2) shiny/swollen (3) light brown/swollen (4) columnar (5) split (6) brush (7) feather (8) growing shoot. Detailed description of bud-flush classes are given in methodology section 4.3. Lateral and terminal leader development within each clone was similar. However, bud development of the leaders was significantly different between clones in all but the third and fourth weeks of sampling (Table 4.8). Table 4.8 Mann-Whitney results showing differences between clones 1-1026 and 107-1930 at North Willow, for bud development; leaders (LD) and first whorl lateral (LAT). Leaders (LD) Laterals (LAT) Sampling Date (JD) Chi-Square p-value Chi-Squiare p-value May 17(137) 7.552 0.006 4.214 0.040 May 22 (142) 15.233 0.000 5.659 0.017 May 29 (149) 0.094 0.759 5.671 0.017 June 5(156) 0.439 0.508 3.687 0.055 June 12 (163) 6.017 0.014 8.866 0.003 June 19 (170) 14.450 0.000 8.536 0.003 June 26(177) 11.800 0.001 1.000 0.317 July 3 (184) 0.000 1.000 0.000 1.000 63 Lateral development was significantly different from the first to third weeks, May 17-29 (JD 137-149) as well as the fifth and sixth weeks June 12-19, 2001 (JD 163-170). Between May 12-August 29, 2001 (JD 132-241) there were 769.3, 711.0 and 675.5 degree-days above a threshold 7°C in the open, light and heavy shade treatments respectively. Average light intensity (PAR) recorded for each day under different shade treatments is seen in Figure 4.5. -Open•-o -■ LightShade -HeavyShade 850 750 650 < _ 550 E 450 DC < 350 JulianDay Figure 4.5 Mean daily light intensity (PAR) under shade treatments and in the open at North Willow site, 2001. 4.3.2 - U pper F raser, Weevil-Seeded Blocks Height differed significantly by clone at this site (Table 4.9a). Within-subject tests, with time incorporated into the model, revealed that clone was a significant factor over time (Table 4.9b). 64 Table 4.9 Repeated measures analysis o f variance results for height in 2000 and 2001, for clone and weevil seeded trees and their interactions at Upper Fraser, a) between subjects and b) within subjects. a) Between Subjects df F p-value Source SS MS 43421.880 1 Clone 43421.880 42.213 0.000 55.444 1 55.444 0.054 Weevil 0.818 1 Clone*Weevil 173.461 173.461 0.169 0.684 37030.922 36 1028.637 Error b) Within Subjects Source Time Time * Clone Time*Weevil Time*Clone* Weevil Error SS 26245.012 308.113 2.112 112.813 1792.450 df 1 1 1 1 36 MS 26245.012 308.113 2.112 112.813 49.790 F 527.111 6.188 0.042 2.266 p-value 0.000 0.018 0.838 0.141 There were no interactions between other independent variables. On average clone, U284 performed better in terms o f height (Tables 4.10 & 4.11). Table 4.10 Mean height (cm) for clones U284 and J974 in 2000 and 2001 at Upper Fraser. U284 J974 2000 2001 2001 2000 2001 2001 (notMean* (not-attacked)^ Mean* Mean* Mean* attacked)^ 20 n 20 10 20 20 18 132.9 181.4 Min 163.6 93.4 116.7 116.7 Max 205.4 242.5 214.0 214.0 243.3 168.0 Mean 162.1 202.2 203.3 119.4 151.7 152.0 5.1 5.4 6.1 SE 19.5 23.8 25.1 ' Mean height o f all trees sampled ^ Mean height o f trees with leaders that were not killed from weevils Table 4.11 Height increment (cm) for clones U284 and J974 in 2000 and 2001 at Upper Fraser U284 J974 2001 2000 2001 2000 2001 2001 (notMean* Mean* (not-attacked)^ Mean* Mean* attacked)^ 10 n 20 20 20 20 18 26.0 15.0 29.0 21.1 19.0 19.0 Min 64.2 56.0 56.0 46.0 46.0 Max 47.0 46.4 43.3 40.2 32.4 32.3 32.6 Mean 0.5 0.6 1.0 1.4 1.7 1.8 SE Mean height increment o f all trees sampled ^ Mean height increment o f trees with leaders that were not killed from weevils 65 Leader basal diameter did not vary significantly between clones for the 2000 leadergrowth. There was, however, a significant difference between basal diameters in 2001 (Table 4.12). The weevil-seeding treatment did not affect diameter growth, nor was there an interaction between weevil-seeding and clone. This indicated that differences in the basal-girth o f the 2001 leader between clone, were present due to selection o f the trees, or some other extraneous variable, and not due to weevil-seeding. Table 4.12 Analysis of variances results for leader basal diameter (2000 leader) in May 2001 2000 Leader 2001 Leader Source Clone Weevil Clone* Weevil Error Clone Weevil Clone* Weevil Error SS 0.014 0.003 0.020 0.089 0.001 0.056 0.601 df 1 1 1 36 1 1 1 36 MS 0.014 0.003 0.020 0.014 0.089 0.001 0.056 0.017 F 1.052 0.211 1.476 p-value 0.312 0.649 0.232 5.352 0.066 3.326 0.0270 0.799 0.076 Clone U284 sustained more successful attacks than J974; with 7 attacks on U284 and 3 on J974 respectively. Three un-seeded control trees were also attacked successfully in U284. Five additional trees, not within the selected sample were also attacked successfully within the block of clone U284 and three additional trees not within the selected sample were attacked in the J974 block. Mean number o f oviposition punctures also differed between each clone (Table 4.13). Table 4.13 Mean number o f oviposition punctures for n Min Max Mean SE U284 10 1.0 107.0 52.8 12.9 J974 10 0.0 30.0 5.6 3.6 66 The rate o f oviposition between the two clones at this site appeared different (Figure 4.7). ■U284 J974 170 177 184 198 Jun-19 Jun-26 Jul-03 Jul17 14 12 £ i 8 I 6 4 2 0 144 151 156 163 May-24 May-31 Jun-05 Jun-12 Date Figure 4.6 Mean oviposition punctures by sampling date for Clones U284 and J974 at Upper Fraser, calculated by mean difference in weekly oviposition punctures per sampling date, May 24July3,2001 (JD144-198). Total number of parasites and predators differed significantly by clone (Table 4.14). Table 4.14 Mean number o f predators and parasites and weevils emerged from U284 at Upper Fraser. U 284 J974 Predators & Weevils Predators & Weevils Parasites Emerged Parasites Emerged n 10 10 10 10 Min 0.0 0.0 0.0 0.0 Max 32.0 6.0 5.0 0.0 Mean 3.4 1.9 1.0 0.0 0.61 SE 2.53 5.88 0.00 No adult weevils emerged from clone J974 even though attack by weevils resulted in three dead leaders in this clone. Bud-development between clone differed significantly between the first and fourth week of sampling (Table 4.15), but lateral bud development did not differ significantly between clones on 67 any o f the sampling dates. For most sampling dates, leader and lateral development within each clone was similar (Figure 4.7). Table 4.15 Differences between clones J974 and U284 for bud development, leaders (LD) and Sampling Date (JD) Week 1 2 3 4 5 6 7 8 Leaders (LD) Chi-Square 14.832 0.219 3.016 4.016 2.773 1.000 0.000 0.000 May 24 (144) May 31 (151) June 5(156) June 12 (163) June 19(170) June 26 (177) July 3 (184) July 17(198) Lateral (LAT) p-value 0.000 0.639 0.082 0.045 0.096 0.317 1.000 1.000 Chi-Square 0.223 0.205 0.193 1.013 1.334 1.000 0.000 0.000 p-value 0.637 0.651 0.661 0.314 0.248 0.317 1.000 1.000 IU284 LD OU284 LAT ■ J974 LD ■ J974 LAT S% 5 Ü I 1 -4 0 - 144 151 156 163 170 177 184 198 May-24 May-31 Jun-05 Jun-12 Jun-19 Bud-Flush Class Jun-26 Jul-03 Jul-17 Figure 4.7. Mean Bud-flush classes o f leaders (LD) and laterals (LAT) for clones U284 and J974 at North Willow over 8 weeks: May 24-July 17 2001. Bud-flush class: (1) shiny conical (2) shiny/swollen (3) light brown/swollen (4) columnar (5) split (6) brush (7) feather (8) growing shoot. Detailed description o f bud-flush classes are given in methodology section 4.3. 68 4.3.3 Results -Upper Fraser, 8-block survey Height differed significantly in 2000 and 2001 by nursery and for all mixes o f clone and seedlot sampled (Tables 4.16 & 4.17). Table 4.16 Height (cm ±SE) in 2000 and 2001, height increment (cm ±SE) 2001 and percentage of trees attacked by weevils historically, in 2000 and in 2001 for Upper Fraser blocks; Feltons Height % Attack % Attack % Attack Increment Nursery (Percent 2000 2001 History 2000 2001 2001 o f clone U 185)' 25.8(1.6) 8 2 2 71.0(3.2) 97.3 (3.8) GT-1 ( 100%) 25.7 (2.6) 16 8 10 85.4(4.0) 112.0 (5.1) G T-2(67% ) 30.3 (1.9) 16 96.6 (3.6) 126.9 (4.5) 8 8 GT-3 ( 33%) 135.2 (5.2) 30.0 (3.2) 20 105.3 (4.3) 8 4 GT-4 ( 0%) 33.2 (2.9) 2 2 86.5 (3.5) 120.2 (5.0) 4 PL-1 (100%) 32.0 (3.0) 12 4 89.5 (3.4) 121.5(4.3) 8 PL-2 (67%) 24 43.8 (6.9) 8 4 101.3 (5.4) 147.7 (9.2) PL-3 (33%) 35.6 (4.0) 4 PL-4 (0%) 123.1 (3.3) 158.7 (3.1) 40 38 ’ Blocks were planted by percent of clone U 185 in 100, 67, 33 and 0 % clone with remaining portion planted with trees from seedlot 6864. Clones and seedlings from seed-lot stock were inter-mixed in blocks that were not 0 or 100%. Table 4.17. Repeated measures analysis o f variance results for height in 2000 and 2001, for nursery, percent clone o f U 185 and their interactions at Upper Fraser, a) between subjects and b) within subjects. a) Between subjects Nurseiy % Clone Nursery * % Clone Error Sum-ofSquares 44631.491 158696.744 6219.461 711609.235 df Mean-Square F-ratio p-value 1 3 3 38 5 44631.491 52898.915 2073.154 1848.336 24.147 28.620 1.122 0.000 0.000 0.340 df Mean-Square F-ratio p-value 1 1 3 3 385 201697.716 3296.964 683.873 156.498 290.668 693.911 11.343 2.353 0.538 0.000 0.001 0.072 0.656 b) Within subjects Time Time* Nursery Time* % Clone Time* Nursery * % Clone Error Sum-ofSquares 201697.716 3296.964 2051.620 469.494 111907.169 69 There was a significant difference in height-growth between the two nurseries (Table 4.17a) with Peltons having a greater height increment (Table 4.16). Within-subject testing revealed only nursery to be significantly different over time, while percent clone was not (Table 4.17b). However, height increment did not vary significantly between the clone and seedlot plmiting mixtures. Rates o f attack differed significantly by percentage o f clone in blocks planted with trees from Peltons but not in the Green Timbers blocks in 2000 (Table 4.17). Evidence o f attack-history differed between the percentage of clone with the greatest and least rates o f attack in the 0% and 100% clonal blocks respectively. 70 4.4 Discussion 4.4.1 Growth of Spruce and Incidence of A ttack by Weevils Clone 1-1026 had a larger height increment than 107-1930, which was not expected according to prior rankings for growth (Table 4.1). At Upper Fraser, clone U284 had a larger height increment than J974 even though both clones were ranked similarly for growth. The clones that grew fastest at both sites had the highest levels o f weevil-attack. Clone 1-1026 was ranked lower in terms o f weevil resistance than 107-1930, and appeared to perform accordingly, as no trees from clone 107-1930 were attacked. However, within the entire breeding population (173) both clones chosen at North Willow were ranked relatively high for weevil resistance (Table 4.1). The ability o f clone 107-1930 to resist attack by weevil may override its open-growing locale. The lowest ranked clones in this study, U185 and U284 performed poorly in terms of resistance to weevils. Clone U284 at Upper Fraser sustained the greatest number o f attacks on trees that had been weevil-seeded. However, 1-1026, at North Willow, had the greatest number o f attacks by weevils on trees that were not seeded. This could be due to the adjacent spruce progeny-trial, which appeared to have a high rate o f attack within the block. Clone J974, which had a relatively low paternal ranking for resistance to weevils, did not have a high rate o f attack. The 8-block trial at Upper Fraser, with varying mixtures o f seedlot trees and cloned trees, were significantly different in height and growth. Clone U185 performed poorly, in terms of growth, in comparison to the seedlot stock. This was surprising as U284, which had the same resistance-ranking as U 185, grew faster than J974, even though both trials were located within 150 m. However, differences in site-series may have been present between the two trials. 4.4.2 Artificial Shade and Overstorey No significant relationship was found between leaders killed by weevils and shade treatments at North Willow. Several reasons may account for this finding. Sullivan (1961) noted that one of the main differences between shaded and open stems was that shaded stems were 71 thinner. In my experiment at North Willows, the trees had been growing in the open since planting and had not developed thinner leaders on which the weevils were placed. Any altered properties of the leader, either physical or chemical, resulting from the shade treatments would not be seen until at least the following season. The weevils would therefore not respond to the leader in the same manner as if it had been growing in reduced light conditions over several years. At North Willow, a significant relationship was found with the distance o f oviposition and shade treatment, the greatest dispersal o f oviposition punctures were on trees under shade treatments compared to the open. This is commensurate with findings in the Pass Lake study (Chapter 3). This evidence appears to support findings by Sullivan (1961). However, successful attack was not related to shade treatment. This was shown by examining the differences in oviposition punctures by sampling date under each shade treatment. The number o f oviposition punctures was not reduced by the shade treatments. In addition, the number o f adult weevils emerging by shade treatment did not vary, which would be expected if shade treatment had an effect on brood development. Sullivan (1961) also observed that the weevils under shade fed and oviposited beyond the terminal leader, but in my experiments weevils did not oviposit beyond the leader. The variable findings for the shade experiments may be a result o f many factors within the experimental design itself. As in Sullivan’s (1961) study, the weevils were placed on the leaders and did not choose the host themselves. However, the neutral density shade cloth does not have the same physical properties as a deciduous canopy which would alter the spectral properties beneath it. The shade cloth merely reduces the intensity o f light, whereas a deciduous canopy alters both intensity and quality o f light. I hypothesize that if the experiment were to be modified using either a natural canopy o f deciduous trees, or material with similar spectral properties, more varied and conclusive results regarding oviposition behaviour o f weevils would be found. Another source o f the conflicting results may be that the weevils were not caged, as in Sullivan’s (1961) trials, and therefore were free to leave undesirable trees, be preyed on, or blown 72 away in extremely windy conditions. It is debatable if Sullivan’s (1961) weevils would have stayed on the trees and fed in this manner if they were not caged on the tree itself. Other sources confounding the results may arise from the physical properties o f the shade cloth. Even though the cloth was porous, temperatures were not greatly reduced under the shade treatments, as would be the effect under some types o f natural canopy. During the early oviposition period in May, average daily temperature was sometimes greater under the shade. This could be due to the insulating effect of the dark shade cloth which kept temperatures warmer during the night, resulting in a higher average over the 24-hour period. 4.4.3 Bud-development of Spruce Hulme (1995) noticed that in Sitka spruce clones, generally the least damaged trees, by P. strobi, initiated apical bud development earlier in the season relative to susceptible clones. Alfaro et al. (2000) found that budburst development was under strong genetic control and that on average spruce families with resistance to attack by weevil initiated and maintained a faster rate o f bud development than families from susceptible parents. However, there was considerable overlap between resistant and non-resistant families (Alfaro et al. 2000). At North Willow, trees from clone 1-1026, which had the lower maternal and paternal rankings for resistance to weevils, developed sooner than trees from clone 107-1930, but had a higher incidence of attack from weevils. This supports the general findings o f Hulme ( 1995) and Alfaro et al. (2000) that phenology and resistance o f spruce are not always related. There may be species differences between Sitka and interior spruce, as differences were seen between lag-time between leader and lateral bud-break. Alfaro et al. (2000) found that lateral buds in Sitka spruce develop sooner than leaders. At North Willow, lateral bud-development in interior spruce clones lagged behind leader bud-development for the first few weeks (Figure 4.4) and then caught up to leader phenology. However, this may be due the effects o f water availability, or lower spring temperatures, rather than a specific species difference between the spruces. 73 At Upper Fraser, the leaders and lateral from J974 developed sooner, and had fewer successful attack by weevils than U284. These clones both had moderate resistance rankings and it is therefore difficult to delineate whether or not the more resistant clone developed sooner. The reason for the difference between 1-1026 and 107-1930 may be a consequence o f the unknown basis for the original ranking of resistance to weevils. Resistance, is based upon many traits and different mechanisms, which may or may not be related to bud phenology (Kiss and Yanchuk 1991 ; Alfaro et al. 2000). Planting location may also play a role, as the site at Upper Fraser appeared to be richer and more productive, while the site at North Willow appeared less productive. Budburst phenology is also influenced by heat, both air and soil, and water availability (Dormling ef a/. 1968). Although bud-burst phenology did not correlate with resistance, the rankings for resistance did follow closely with their original status; U284, was the clone with the most numerous leaders killed due to attack by weevils followed by 1-1026 and then J974. Clone 107-1930 had no incidence o f attack by weevils in the study as well as no incidence of attack outside of the randomly selected trees. 4.5 Conclusions There appeared to be a strong genetic component for resistance to weevil in clone 1071930, but not in the other clones. It is unknown what the trait, or traits, of resistance were functional in clone 107-1930. Bud-development did not appear to relate to any resistance mechanism in the clones studied. Further studies, utilizing a larger number o f clones, need to be done to determine if mechanisms relating to bud-flush, are shown in interior spruce that influence resistance to weevils. Shade may play a role in behaviour of weevils, but the results from this study are inconclusive. Further studies using shade, which simulate changes in light quality, need to be done on interior spruce in order to determine what role light plays in influencing the ovipositionbehaviour o f Pissodes strobi. 74 CHAPTER 5 Conclusions and Recommendations 5.1 Summary and integration of major findings The overall objective o f this study was to determine if shade, or lowered light levels, created by natural or artificial treatments, reduced rates o f attack by the white pine weevil on interior spruce trees. Data collected at Sinclair Mills, where natural overstorey created by paper birch lowered rates o f attack by the weevil in a 13-year old spruce plantation, supported previous studies regarding such mitigating effects. However, this was not found in the studies using artificial treatments to create shade over young spruce seedlings. The latter were used in the spruce-family trial at Pass Lake in the summer o f 2000 and the spruce clonal studies at North Willow in 2001. The main difference, between the artificial and natural shade, was the effect on the quality o f light transmitted. The spectral distribution was altered under natural conditions, but remained unchanged under artificial conditions. Near infrared wavelengths became more prominent under birch trees, while shorter wavelengths were reduced. At Sinclair Mills, the primary objectives were to 1) quantify growth o f spruce and rates of attack by weevils in the control and open stands four years after vegetation removal with glyphosate, and 2) follow attack-rates by weevils over the two-year study period. Percentage of attack by weevils was significantly less on interior spruce and height-growth o f spruce was significantly better in the control area compared to the open area, previously treated with herbicide. Secondary objectives at Sinclair Mills were to quantify the effects o f birch overstorey on open and shaded spruce trees as differences in light and temperature. The shape o f the crown in paper birch allowed substantial amounts o f light through the canopy. Light was reduced on average 23% in the control area after completion of deciduous bud-break. However, because paper birch within the plantation was not uniformly dispersed, percentage o f full light varied greatly. Light 75 quality was also different under the birch canopy compared to the open. Temperature was different between open and shaded trees but average daily air temperature at the leader did not differ greatly between shaded and open trees. This however, may be a limitation of the experimental design and placement o f the temperature sensors. Birch densities in the control ranged from 700 to 3500 sph and maximum total (spruce plus birch) densities were 3465 sph. Stands in the control area would not meet current free-growing definitions due to competition and the treated area would not be classed as free- growing due to attack by weevil. Competition at the observed densities did not reduce growth o f spruce and the overstorey appeared to reduce levels o f attack by white pine weevil. Others, (Simard and Hannam 2000) have found that paper birch self-thins rapidly when growing in mixed stands. Initial densities o f paper birch o f up to 60,000 sph were reduced to an average of 6000 sph by age 10, and 1500 sph by 15 yrs in the ICH Biogeoclimatic zone (Simard and Vyse 1994). Upper and lower bounds o f birch stocking for enhancing spruce growth in the SBS have yet to be delineated. The growing environment for spruce, created by the paper birch overstorey probably played a role in reducing incidence of attack by weevils in the control area. However, further studies are necessaiy to determine specific mechanisms which result in reduced incidence o f attack on spruce under a birch canopy. The study at Sinclair Mills confirms previous hypotheses that predict the removal of broadleaf competition, to enhance conifer growth, may result in increased rates o f attack by weevils (Lanier 1983; Alfaro et al. 1994). When the deciduous competitor species were removed, incidence o f attack by weevils was much higher in the open, treated area. It is hypothesized that the re-growth o f paper birch into the plantation, after sheep grazing to remove vegetation, had a negative effect on the already present population o f weevils. Because glyphosate targets the shikimic acid pathway in plants (Stasiak et al. 1992) it is highly unlikely that the herbicide directly affected weevil physiology, and the influence on population-growth was likely due to abundance of food, breeding sites, and microclimate. 76 Both treated and untreated stands had substantial evidence of previous attack, yet populations o f weevils in each area must have diverged after treatment. The primary variable affecting this change was the presence o f birch which created overstorey shade. The lack of birch, or other deciduous species, in the treated area created favourable habitat for the weevils in several ways. Snow in the treated area melted sooner than in the control area, allowing ground temperatures to warm the sites where weevils overwinter. The absence o f birch in the area treated with herbicide would have allowed weevils a clear view o f the leader. Shaded spruce leaders under the birch canopy may have had thinner bark or increased resin canal density, a primary defence in spruce against weevil (Tomlin and Borden 1997b). The main objectives for the studies at Pass Lake and North Willow, were to determine the effects of artificial shade on initial attack by weevils placed on planted spruce seedlings at the tree, family and clone level. It was thought that weevils under shade, without having to find a host tree, would oviposit at a normal rate and pattern unimpeded by reduced light intensity. However, the shade treatments at Pass Lake and North Willow caused the weevils to oviposit in a dispersed pattern. This result did not appear to affect overall development o f insects in the light shade treatment under which the greatest number o f successful attacks occurred. Lowered light intensity, or greater shade level also did not reduce growth o f the selected families of spruce, which is consistent with findings from Logan (1969). A detailed data collection at North Willow revealed that although the shade treatment caused a change in the dispersion o f oviposition punctures there was no impact on the number per tree. 5.2 Experimental benefits, design and liabilities Temperature is inextricably linked to the intensity o f light in field situations, and therefore cannot be isolated except under laboratory or greenhouse conditions. This was the case for all studies undertaken within this thesis. Shade created by natural or artificial means ultimately 77 reduces overall temperature accumulation. Therefore, only inferences are made regarding the affect o f light in a natural setting to the effects o f successful attack by the white pine weevil. Mean daily temperature, taken at the leader, did not differ greatly between open and shaded trees in Sinclair Mills. Light samples taken at the leader continuously over the season were much different under shaded versus open trees. This suggests that light and temperature may be linked more loosely in a natural setting, compared to laboratory conditions. 5.2.1 Sinclair Mills Estimates of tree-form between trees from the treated and control areas at Sinclair Mills were markedly different. These estimates o f damage range from severe to moderate attack, may however be conservative. Estimates of minor damage were based upon defects occurring above 2 m. Damage such as a fork or severe crook, below 2 m was given the categorical ranking of severe damage. However, an improvement to this ranking system should incorporate a larger length of clear bole and implement damage rankings above and below 2.54 or 5.08 m (first two logs), as it more closely represents the length o f saw timber used in this area. A larger sample size of leaders may have been more useful to examine parasite populations, as no significance was found when comparing weevil-infested leaders from open and shaded trees. A data logger set up in the open, treated area would have been useful to account for temperature differences between the two sites. In addition, this un-replicated study is limited as plot-replicates controlled for variation in sampling but not the effects o f treatment. 5.2.2 Pass Lake Using artificial shade allowed the level, or intensity o f light to be controlled and replicated many times. Use o f pedigreed families introduced known levels o f resistance. Weevils were not sexed before seeding which may have caused variation in success of attack, but the probability of having all males or females on a single tree is only 0.03125, as the sex ratio o f P. -strobi is 78 approximately 50:50. Shade treatments that altered the quality of light as well as the intensity would aid in determining how light affects oviposition behaviour of weevils on interior spruce. A follow up study over several years would be useful to determine if traits within families for growth and resistance are expressed when trees are older. 5.2.3 North Willow Using SE clones o f spruce at North Willow resulted in no variance in genetic make-up between individual trees o f the same clone. Therefore, all responses by weevils on the trees should be attributable to environment. However, the choice o f SE clones was limited because only clones produced in large numbers were available for deployment (Hawkins, Pers. Comm. 2000). The design was limited because only two clones were tested with the shade treatments and only one clone, 1-1026, was attacked successfully by weevils. In addition weevils from the endemic population attacked trees not seeded in the experiment. The design of the shade structures may have hindered movement o f the insects by trapping them on the trees under the shade structures. This study would be o f more relevance if conducted over several seasons. Shade would need to be installed at least 2 years before the experiment so that trees could adopt characteristics o f sprucetrees growing under natural overstorey. Traits, associated with resistance not expressed during the trial could be expressed at an older age, and therefore a follow up study o f this site is justified. 5.3 Recommendations In areas where attack by weevil rates are high, care should be taken when implementing vegetation management procedures. Birch at levels equal to or less than that found in Sinclair Mills, at a maximum o f 3500 sph (spruce and birch), should probably be left until trees are of substantial height to ensure clear, straight saw quality timber in the SBS vk. This would need to be defined for other subzones in the SBS that are have a high hazard rating for white pine weevil. Free-growing regulations may need to be revised, as limits for deciduous species may be too low 79 for spruce plantations at risk o f attack by weevils. A results-based Forest Practices Code would be useful for managing stands with high levels o f attack. Studies also need to be done on the relationship between light and aspen, as this is a more prominent deciduous species in the Sub Boreal Spruce Zone (Peterson and Peterson 1995). In addition, aspen has a different crown structure and area than paper birch. Aspen, present at approximately 1000 sph creates 50% full light (Comeau 2001) while the study at Sinclair Mills showed that twice as many sph o f birch resulted in 77% full light. The use o f families, or clones, known to show resistance to attack by white pine weevil may be beneficial for deployment in high hazard areas o f the SBS. The families o f spruce at Pass Lake should be revisited in a follow up study to determine if resistance in spruce, to attack by weevils, is expressed as trees age. Clones o f spruce may also prove to be useful in an operational setting. Clone 107-1930, would be of interest for further testing as no individual trees at the site were attacked by either seeded or endemic weevils. Deployment o f clonal mixtures, rather than monoclonal blocks, within a plantation may reduce selective pressure on populations o f weevil. The complexity, dynamics and economic importance o f spruce, and the white pine weevil and deciduous angiosperm trees in the SBS warrants further study if these stands are to be managed as a sustainable resource. In the future, commercial productivity may be maximized when, broad­ leaf vegetation is incorporated and managed as a main component within the stand. 80 LITERATURE CITED Alfaro, R.I. 1982. Fifty year-old spruce plantations with a history of intense attack by weevil. J. Entomol. Soc. Brit. Col. 79:62-65. Alfaro, R.I. 1995. An induced defence reaction in white spruce to attack by the white pine weevil, Pissodes strobi. Can. J. For. Res. 25: 1725-1730. Alfaro, R.I. 1996. 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Visual orientation o f Pissodes strobi Peck (Coleoptera: Curculionidae) in relation to host selection behaviour. Can. J. Zool. 55:2042-2049. VanderSar, T.J.D., J.H. Borden and J.A. McLean. 1977. Host preference o f Pissodes strobi Peck (Coleoptera: Curculionidae) reared from three native hosts. J. Chem. Ecol. 3: 377-389. 89 Wallace, D R. and C.R. Sullivan. 1985. The white pine weevil, Pissodes strobi (Coleoptera: Curculionidae): a review emphasizing behavior and development in relation to physical factors. Proc. Entomol. Soc.Ont. 116:39-62. Webster, F.D., D.R. Roberts, S.M. Mclnnis and B.C.S. Sutton. 1990. Propagation o f interior spruce by somatic embryogenesis. Can. J. For. Res. 20:1759-1765. Wright, E.F., K.D. Coates, C.D. CanHam and P. Bartemuccii. 1998. Species variability in growth response to light across climatic regions in northwestern British Columbia. Can J. For. Res. 28:371-886. Wood, R.O. and L.H. McMullen. 1983. Spruce weevil in British Columbia. Environment Canada. Canadian Forestry Service. Pacific Forest Research Centre. Forest Pest Leaflet No.2. Yang, R.C. 1989. growth response o f white spruce to release from trembling aspen. Environ. Can., Can. For. Serv., Edmonton, Alta. Inf. Rep. NOR-S-302. Ying, C.C. 1990. Genetic resistance to the white pine weevil in Sitka spruce. British Columbia Ministry o f Forests. Research Note No. 106. Victoria, British Columbia. 90 APPENDIX I Campbell 21X Micrologger programs A. 21x Micrologger program for Sinclair Mills 2001 1:5019 F 2: 13 Z Loc [ LoglD ] ;{21X) *Table 1 Program 01; 10 Execution Interval (seconds) ; 1: Internal Temperature (P I7) 1:12 L oc[T C _ref ] 2: Thermocouple Temp (SE) (P I3) Reps 1: 8 15 mV Slow Range 2:2 3: 1 SE Channel 4: 1 Type T (Copper-Constantan) 5: 12 Ref Temp (Deg. C) Loc [ TC_ref ] 6: 1 7: 1.0 8: 0.0 Loc [ Temp 1 Mult Offset ] 3: Volt(Diff) (P2) 1; 1 Reps 2: 2 15 mV Slow Range 3: 5 DIFF Channel 4 :9 Loc[Q 10183 ] 5: 255.75 Mult 6:0.0 Offset 4: V olt(D iff)(P2) 1: 1 Reps 2: 2 15 mV Slow Range 3: 6 DIFF Channel 4: 10 Loc [ Q10534 ] 5:303.95 Mult 6:0.0 Offset 5: Volt (Diff) (P2) 1: 1 Reps 2: 2 15 mV Slow Range 3 :7 DIFF Channel 4:11 Loc[Q 16883 ] 5:344.83 Mult 6:0.0 Offset 6: Z=F(P30) 7: Batt Voltage (PIO) 1:14 Loc [ Battery ] 8: If time is (P92) 1: 0 Minutes into a 2: 60 Minute Interval 3:10 Set Output Flag High 9: Real Time (P77) 1:1220 Year,Day,Hour/Minute (midnight = 2400) 10: Sample (P70) 1:1 Reps 2: 13 Loc [ LoglD 11: Average (P71) 1: 11 Reps 2: 1 Loc [ Temp_l ] ] 12: Maximum (P73) 8 Reps 10 Value with Hr-Min 1 Loc [ Temp_l ] 13: Minimum (P74) 8 Reps 10 Value with Hr-Min 1 Loc [ Temp i ] 14: Serial Out (P96) 1:30 SM192/SM716/CSM1 *Table 2 Program 02: 0.0000 Execution Interval (seconds) *Table 3 Subroutines End Program -Input Locations1 Temp_l 1 3 1 2 Temp_2 13 1 91 3 Temp_3 13 1 93 1 5 Temp_5 9 3 1 6 Temp_6 9 3 1 7 Temp_7 9 3 1 8 Temp 8 17 3 1 9Q10183 5 1 1 10Q10534 1 1 1 11 Q 16883 1 1 1 12 TC_ref 1 1 1 13 LogID 1 1 1 14 Battery 10 1 15 _______ _ 0 0 0 16 ________ _ 0 0 0 17 _______ _ 0 0 0 18 ________ _ 0 0 0 19 _______ _ 0 0 0 20 _______ _ 0 0 0 2 1 _______ _ 0 0 0 2 2 _______ _ 0 0 0 23 _______ _ 0 0 0 24 _______ _ 0 0 0 2 5 _______ _ 0 0 0 26 _______ _ 0 0 0 2 7 _______ _ 0 0 0 000 28 -Program Security? 0 0000 0000 4 Tem p_4 Final Storage Label File for: SINCLROl .CSI Date: 4/23/2001 Time: 10:56:16 108 Output Table 60.00 Min 1 108 L 2 Year_RTM L 3 Day RTM L 4 Hour_Minute_RTM L 5 LogID L 6 Temp l AVG L 7 Temp_2_AVG L 8 Temp_3_AVG L 9 Temp 4 AVG L 10 Temp_5_AVG L 11 Temp_6_AVG L 12 Temp_7_AVG L 13 Temp_8_AVG L 14Q10183_AVG L 15 Q10534_AVG L 16Q16883. AVG L 17 T e m p i .MAX L 18 Temp_l Hr_Min_ MAX L 19 Temp 2 ^MAX L 20 Temp_2 Hr_Min MAX L 21 Temp 3 'MAX L 22 Temp_3 Hr_Min MAX L 23 Temp_4 ^MAX L 24 Temp_4 H r M i n MAX L 25 Temp_5 'm a x L 26 Terap_5 H r M i n MAX L 27 Temp_6 ^MAX L 28 Temp_6 H r M i n MAX L 29 Temp_7 MAX L 30 Temp_7 Hr_Min MAX L 31 Temp_8 MAX L 32 Temp_8_ H r M i n MAX L 33 Temp_l .MIN L 34 Temp_l H r M i n MIN L 35 Temp_2 MIN L~ 36 Temp_2 Hr_Min MIN L 37 Temp_3 .MIN L 38 Temp_3 H r M i n MIN L 39 Temp_4 ^MIN L~ 40 Temp_4 H r M i n MIN L 41 Temp_5 MIN L 42 Temp_5 Hr_Min_ MIN L 43 Temp_6_ .MIN L 44 Temp 6 H r M i n MIN L 45 Temp_7 ^MIN L “ 46 Temp_7 H r M i n MIN L 47 Temp_8_ 'MIN L ' 48 Temp_8 Hr Min MIN L Estimated Total Final Storage Locations used per day 1152.0 Program Trace Information File for: SINCLROl.CSI Date: 4/23/2001 Time: 10:56:16 T = Program Table Number N = Sequential Program Instruction Location Number Instruction = Instruction Number and Name Inst ExTm = Individual Instruction Execution Time 92 Block ExTm = Cumulative Execution Time for program block, i.e., subroutine Prog ExTm = Cumulative Total Program Execution Time Output Flag High Program Table 1 Execution Interval 10.000 Seconds Table 1 Estimated Total Program Execution Time in msec 510.9 w/Output 559.8 Table 1 Estimated Total Final Storage Locations used per day 1152.0 Inst Block Prog Inst Block Prog ExTm ExTm ExTm ExTm ExTm ExTm T|N|Instruction (msec) (msec) (msec) (msec) (msec) (msec) Ijljl? Internal Temperature 14.0 14.0 14.0 14.0 14.0 14.0 112| 13 Thermocouple Temp (SE) 226.4 240.4 240.4 226.4 240.4 240.4 l|3|2Volt(Difif) 74.9 315.3 315.3 74.9 315.3 315.3 1|4|2 Volt(Diff) 74.9 390.2 390.2 74.9 390.2 390.2 1|5|2 Volt(Diff) 74.9 465.1 465.1 74.9 465.1 465.1 1|6|30Z=F 0.3 465.4 465.4 0.3 465.4 465.4 l|7|10Batt Voltage 7.6 473.0 473.0 7.6 473.0 473.0 1|8|92 If time is 0.3 473.3 473.3 0.3 473.3 473.3 Output Flag Set @ 18 for Array 108 1|9|77 Real Time 0.1 473.4 473.4 1.0 474.3 474.3 Output Data 3 Values 0.1 473.5 1|10|70 Sample 473.5 1.0 475.3 475.3 Output Data 1 Values 1|11]71 Average 6.4 479.9 479.9 35.1 510.4 510.4 Output Data 11 Values 1|12|73 Maximum 14.5 494.4 494.4 23.7 534.1 534.1 Output Data 16 Values 1|13|74 Minimum 14.5 508.9 508.9 23.7 557,8 557.8 Output Data 16 Values 1|14|96 Serial Out 2.0 510.9 510.9 2.0 559.8 559.8 Estimated Total Final Storage Locations used per day 1152.0 93 B. 21X Micrologger program for Pass Lake 2000 ;{21X} ♦Table 1 Program 01:10 Execution Interval (seconds) ; 1: Internal Temperature (P I7) 1:12 L oc[T C _ref ] 2: Thermocouple Temp (SE) (P13) 1: 8 Reps 2:2 15 mV Slow Range SE Channel 3: 1 Type T (Copper-Constantan) 4: 1 R ef Temp (Deg. C) Loc [ TC_ref 5: 12 ] 6: 1 7: 1.0 8 : 0.0 Loc [ Temp 1 Mult Offset 1:14 Loc [ Battery ] 8: If time is (P92) 1: 0 Minutes into a 2: 60 Minute Interval 3:10 Set Output Flag High 9: Real Time (P77) 1: 1220 Year,Day,Hour/Minute (midnight = 2400) 10: Sample (P70) 1: 1 Reps 2: 13 Loc [ LogID ] 11: Average (P71) 1: 11 Reps 2: 1 Loc [ Temp i ] ] 3: V olt(D iff)(P2) 1: 1 Reps 2: 2 15 mV Slow Range 3: 5 DIFF Channel 4: 9 Loc [ Q 16744 ] 5:320.51 Mult 6:0.0 Offset 4: V olt(D iff)(P2) 1: 1 Reps 2 :2 15 mV Slow Range 3: 6 DIFF Channel 4:10 Loc [Q 1 6747 ] 5:331.13 Mult 6:0.0 Offset 12: Maximum (P73) 1: 8 Reps 2:10 Value with Hr-Min 3: 1 Loc [ Temp i ] 13: Minimum (P74) 1: 8 Reps 2: 10 Value with Hr-Min 3:1 Loc [ Temp i ] 14: Serial Out (P96) 1:30 SM192/SM716/CSM1 ♦Table 2 Program 02: 0.0000 Execution Interval (seconds) ♦Table 3 Subroutines End Program 5: V olt(D iff)(P2) 1: 1 Reps 2: 2 15 mV Slow Range 3: 7 DIFF Channel 4:11 Loc [Q 1 1427 ] 5:296.74 Mult 6:0.0 Offset 6: Z=F(P30) 1: 1490 F 2: 13 Z Loc [ LogID 7: Batt Voltage (P I0) ] -Input Locations1Tempi 13 1 2 Temp_2 1 3 1 3 Temp_3 1 3 I 4 Temp_4 9 3 1 5 Temp_5 9 3 1 6 Temp 6 9 3 1 7 Temp_7 9 3 1 8 Temp_8 17 3 1 9Q16744 5 1 1 10Q16747 1 1 1 11Q11427 1 1 1 94 12 TC_ref 1 1 1 13 LogID 1 1 1 14 Battery 1 0 1 15 000 16 000 17 000 18 000 19 000 20 000 21 000 22 000 23 000 24 000 25 000 26 000 27 000 28 000 -Program Security0000 0000 0000 Final Storage Label File for: PASS 1.CSI Date: 5/01/2000 Time: 16:31:12 108 Output_Table 60.00 Min 1 106 L 2 Year RTM L 3 Day RTM L 4 Hour_Minute_RTM L 5 LogID L 6 Temp_l_AVG L 7 Temp_2_AVG L 8 Temp_3_AVG L 9 Temp_4_AVG L 10Temp_5_AVG L 11 Temp_6_AVG L 12 Temp_7_AVG L 13 Temp_8_AVG L 14 Light 1_AVG L 15 Light 2_AVG L 16 Light 3_AVG L 17 Light_4_AVG L 18 Temp_l_Hr_Min_MAX L 19 Temp_2_MAX L 20 Temp_2_Hr_Min_MAX L 21 Temp_3_MAX L 22 Temp_3_Hr_Min_MAX L 23 Temp_4_MAX L 24 Temp 4_Hr_Min .MAX L 25 Temp ]S_MAX L 26 Temp 5_Hr_Min MAX L 27 Temp '6_MAX L 28 Temp 6_Hr_Min MAX L 29 Temp ]7_MAX L 30 Temp 7_Hr_Min MAX L 31 Temp X m a x L 32 Temp 8_Hr_Min MAX L 33 Temp j_ M IN l ' 34 Temp I H r M i n MIN L 35 Temp 2_MIN l ' 36 Temp 2_Hr_Min MIN L 37 Temp 3_MIN L 38 Temp 3_Hr_Min MIN L 39 Temp 4_MIN L 40 Temp 4_Hr_Min MIN L 41 Temp X m i n l ' 42 Temp 5_Hr_Min MIN L 43 Temp X m i n l “ 44 Temp 6_Hr_Min MIN L 45 Temp X m i n l " 46 Temp 7_Hr_Min MIN L 47 Temp X m i n l ' 48 Temp 8 Hr Min MIN L Estimated Total Final Storage Locations used per day 455.0 Program Trace Information File for: PASS 1.CSI Date: 5/01/2000 Time: 16:31:12 T = Program Table Number N = Sequential Program Instruction Location Number Instruction = Instruction Number and Name Inst ExTm = Individual Instruction Execution Time Block ExTm = Cumulative Execution Time for program block, i.e., subroutine Prog ExTm = Cumulative Total Program Execution Time Output Flag High 95 Inst Block Prog Inst Block Prog ExTm ExTm ExTm ExTm ExTm ExTm T|N|Instruction (msec) (msec) (msec) (msec) (msec) (msec) 111117 Internal Temperature 14.0 14.0 14.0 14.0 14.0 14.0 1|2|13 Thermocouple Temp (SE) 226.4 240.4 240.4 226.4 240.4 240.4 1|3|2 Volt (Diff) 74.9 315.3 315.3 74.9 315.3 315.3 1|4|2 Volt (Diff) 74.9 390.2 390.2 74.9 390.2 390.2 1|5|2 Volt (Diff) 74.9 465.1 465.1 74.9 465.1 465.1 1|6|30Z=F 0.3 465.4 465.4 0.3 465.4 465.4 1|7|10 Batt Voltage 7.6 473.0 473.0 7.6 473.0 473.0 118192 If time is 0.3 473.3 473.3 0.3 473.3 473.3 Output Flag Set @ 18 for Array 108 119177 Real Time 0.1 473.4 473.4 1.0 474.3 474.3 Output Data 3 Values 1110170 Sample 0.1 473.5 473.5 1.0 475.3 475.3 Output Data 1 Values 111 1|71 Average 6.4 479.9 479.9 35.1 510.4 510.4 Output Data 11 Values 1112173 Maximum 14.5 494.4 494.4 23.7 534.1 534.1 Output Data 16 Values 1113174 Minimum 14.5 508.9 508.9 23.7 557.8 557.8 Output Data 16 Values 1114196 Serial Out 2.0 510.9 510.9 2.0 559.8 559.8 Program Table 1 Execution Interval 10.000 Seconds Table 1 Estimated Total Program Execution Time in msec 510.9 w/Output 559.8 Table 1 Estimated Total Final Storage Locations used per day 455.0 96 C. 21X Micrologger program for North Willow 2001 ;{21X} ♦Table 1 Program 01: 10 Execution Interval (seconds) ; 1: Internal Temperature (P I7) 1: 12 L o c[T C _ ref ] 2: Thermocouple Temp (SE) (P13) Reps 1: 8 15 mV Slow Range 2:2 SE Channel 3: 1 Type T (Copper-Constantan) 4: 1 Ref Temp (Deg. C) Loc [ TC_ref 5: 12 ] 6: 1 7:1.0 8 : 0.0 Loc [ Temp 1 Mult Offset 1:14 Loc [Battery ] 8: If time is (P92) 1: 0 Minutes into a 2: 60 Minute Interval 3:10 Set Output Flag High 9: Real Time (P77) 1: 1220 Year,Day,Hour/Minute (midnight =2400) 10: Sample (P70) 1: 1 Reps 2: 13 Loc [ LogID ] IT. Average(P71) 1: 11 Reps 2:1 Loc [ Temp_l ] ] 3: Volt (Diff) (P2) 1: 1 Reps 2 :2 15 mV Slow Range 3 :5 DIFF Channel 4 :9 Loc [ Q16744 ] 5:320.51 Mult 6:0.0 Offset 4: Volt (Diff) (P2) 1: 1 Reps 2: 2 15 mV Slow Range 3: 6 DIFF Channel 4:10 Loc[Q 16747 ] 5:331.13 Mult 6:0.0 Offset 12: Maximum (P73) 1: 8 Reps 2: 10 Value with Hr-Min 3: 1 Loc [ Temp i ] 13: Minimum (P74) 1:8 Reps 2: 10 Value with Hr-Min 3: 1 Loc [ Temp i ] 14: Serial Out (P96) 1:30 SM192/SM716/CSM1 ♦Table 2 Program 02: 0.0000 Execution Interval (seconds) ♦Table 3 Subroutines End Program 5: Volt (Diff) (P2) 1:1 Reps 2: 2 15 mV Slow Range 3: 7 DIFF Channel 4:11 Loc [Q 1 1427 ] 5:296.74 Mult 6:0.0 Offset 6: Z=F(P30) 1:1490 F 2: 13 Z Loc [ LogID 7: Batt Voltage (P I0) ] -Input Locations1 Temp_l 13 1 2 Temp_2 1 3 1 3 Temp_3 1 3 1 4 Temp_4 9 3 1 5 Temp_5 9 3 1 6 Temp 6 9 3 1 7 Temp_7 9 3 1 8 Temp_8 17 3 1 9 Q16744 5 1 1 10Q16747 1 1 1 11 Q11427 1 1 1 97 12 TC_ref 1 1 1 13 LogID 1 1 1 14 Battery 10 1 15 000 16 000 17 000 18 000 19 000 20 000 21 000 22 000 23 000 24 000 25 000 26 000 27 000 28 000 -Program Security0000 0000 0000 Final Storage Label File for: WILLOWOl.CSI Date: 4/23/2001 Time: 10:52:13 108 Output Table 60.00 Min 1 108 L 2 Year RTM L 3 Day RTM L 4 Hour_Minute_RTM L 5 LogID L 6 Temp l AVG L 7 Temp_2_AVG L 8 Temp_3_AVG L 9Temp_4_AVG L 10Temp_5_AVG L 11 Temp_6_AVG L 12 Temp_7_AVG L 13 Temp_8_AVG L 14Q16744_AVG L 15Q16747_AVG L 16Q11427_AVG L 17Temp_l_MAX L 18 Temp_l_Hr_Min_MAX L 19 Temp_2_MAX L 20 Temp_2_Hr_Min_MAX L 21 Temp_3_MAX L 22 Temp_3_Hr_Min_MAX L 23 Temp_4_MAX L 24 Temp 4_Hr_Min .MAX L 25 Temp _5_MAX L 26 Temp 5_Hr_Min MAX L 27 Temp "6_MAX L 28 Temp 6_Hr_Min MAX L 29 Temp j_ M A X L 30 Temp 7_Hr_Min MAX L 31 Temp "8_MAX L 32 Temp 8_Hr_Min MAX L 33 Temp _1_MIN L 34 Temp I H r M i n MIN L 35 Temp ’2_MIN l “ 36 Temp 2_Hr_Min MIN L 37 Temp 3_MIN L~ 38 Temp 3_Hr_Min MIN L 39 Temp _4_MIN L 40 Temp 4_Hr_Min MIN L 41 Temp X m in l “ 42 Temp ,5_Hr_Min_ .MIN L 43 Temp 6_MIN L 44 Temp 6_Hr_Min_ MIN L 45 Temp 7_MIN L 46 Temp 7_Hr_Min_ MIN L 47 Temp 8_MIN L 48 Temp 8 Hr Min MIN L Estimated Total Final Storage Locations used per day 1152.0 Program Trace Information File for: WILLOWOl.CSI Date: 4/23/2001 Time: 10:52:13 T = Program Table Number N = Sequential Program Instruction Location Number Instruction = Instruction Number and Name Inst ExTm = Individual Instruction Execution Time Block ExTm = Cumulative Execution Time for program block, i.e., subroutine Prog ExTm = Cumulative Total Program Execution Time Output Flag High 98 Inst Block Prog Inst Block Prog ExTm ExTm ExTm ExTm ExTm ExTm TINjlnstruction (msec) (msec) (msec) (msec) (msec) (msec) 111117 Internal Temperature 14.0 14.0 14.0 14.0 14.0 14.0 112| 13 Thermocouple Temp (SE) 226.4 240.4 240.4 226.4 240.4 240.4 1|3|2 Volt(Difî) 74.9 315.3 315.3 74.9 315.3 315.3 74.9 390.2 390.2 1|4|2 Volt (Diff) 74.9 390.2 390.2 1|5|2 Volt (Diff) 74.9 465.1 465.1 74.9 465.1 465.1 0.3 465.4 465.4 1|6|30Z=F 0.3 465.4 465.4 7.6 473.0 1|7|10 Batt Voltage 473.0 7.6 473.0 473.0 0.3 473.3 473.3 1|8|92 If time is 0.3 473.3 473.3 Output Flag Set @ 18 for Array 108 1|9|77 Real Time 0.1 473.4 473.4 I.O 474.3 474.3 Output Data 3 Values 1|10|70 Sample 473.5 1.0 475.3 475.3 Output Data 1 Values 1|11|71 Average 479.9 35.1 510.4 510.4 Output Data 11 Values 1|12|73 Maximum 494.4 23.7 534.1 534.1 Output Data 16 Values 1|13|74 Minimum 508.9 23.7 557.8 557.8 Output Data 16 Values 1|14|96 Serial Out 510.9 2.0 559.8 559.8 0.1 473.5 6.4 479.9 14.5 494.4 14.5 508.9 2.0 510.9 Program Table 1 Execution Interval 10.000 Seconds Table 1 Estimated Total Program Execution Time in msec 510.9 w/Output 559.8 Table 1 Estimated Total Final Storage Locations used per day 1152.0 Estimated Total Final Storage Locations used per day 1152.0 D. Quantum Sensor Calibration Details Table 1 Calibration identification LI-190 BC Ministry o f Forests LI-1800-02. Lamp level: 206 Calibration: Research Branch: Peter Optical Radiation □mol.m-2 s-1 (single point November 3, Fielder (250 356-9549) Calibrator 2000 calibration) Table 2 Sensors and calibration coefficients (mV/1000) Sensor Q09684 Q11427 Q10534 Q16747 Q 16744 Q16883 92/93 277.7901 323.9979 322.7347 335.8274 331.7894 359.9194 Nov. 2000 319.3552 377.269 363.2589 354.3235 355.4302 402.5359 % chng % chng/yr 13.01532 1.626915 14.1202 1.765025 11.15573 1.394466 5.220123 0.745732 6.651324 0.950189 10.58702 1.512431 LICOR lamp :1000 □ mol.m-2 s-1 99 cal ha sa/ % SN Date code sb LAMP dirty clned DIFF 03-Nov00 LCM 009684 SZ 206.2 1.058 1.069 1.0 03-Nov00 LCM 011427 SZ 206,2 0.885 0.9049 2.2 03-Nov00 LCM O10534 SZ 206.2 0.8987 0.9398 4.4 03-Nov00 LCM 016747 SZ 206.2 0.958 0.9635 0.6 03-Nov00 LCM 016744 SZ 206.2 0.9445 0.9605 1.7 03-Nov00 LCM 016883 SZ 206.2 0.8472 0.8481 0.1 02-Dec92 LC 009684 SZ LICOR 02-Dec92 LC 011427 SZ LICOR 02-Dec92 LC 010534 SZ LICOR 18-Jan93 LC 016747 SZ LICOR 18-Jan93 LC 016744 SZ LICOR 18-JanLC 016883 SZ LICOR 93 Calcon St (mA/10 00) Cal. Coeff (mV/1 000) dirty clned dirty 5.13 5.18 322.68 319.36 a bit variable 4.29 4.39 4.36 4.56 385.75 377.27 cable chewed scratch 379.87 363.26 diffuser 4.65 4.67 4.58 4.66 4.11 4.11 clned Comment 356.36 354.32 a bit variable decreasing signal, I.e., by 361.45 355.43 about 1% slow to 402.96 402.54 stabilize, deer. 5.96 277.79 5.11 324.00 5.13 322.73 4.93 335.83 4.99 331.79 4.6 359.92 100 APPENDIX n Equipment details and considerations A. LI-1800 Portable Spectroradiometer The portable spectroradiometer was implemented to sample light quality. Light quality refers to how light is distributed with respect to wavelength. Some light sources, such as a laser, have a narrow distribution while other sources, such as outdoor sunlight, have a wide distribution. The machine measures the spectral concentration of radiant power by first dispersing the radiation with a diffraction grating monochromater, and measures the energy in each narrow waveband of the resulting spectrum with a silicon detector (Anonymous 1989). Output is shown in WM’^nm"'. The LI-1800 portable spectroradiometer is a battery-operated, microprocessor-controlled spectroradiometer for collecting o f spectroradiometric, radiometric and photometric data. The standard optical receptor o f the LI-1800 is a PTFE-dome cosine receptor with a 180o (2m steridian) field o f view (Anonymous 1989). Scan limits used on all measurements were 300 to 1lOOnm, with a scan interval o f 2nm. B. Ceptometer The AccuPAR ceptometer was used to measure light interception in the samples at Sinclair mills. The model PAR-80 was used and consisted o f an integrated microprocessor-drive datalogger and probe. The probe itself contains 80 independent photodiodes, spaced 1cm apart (Anonymous 2001). The photodiodes measure PAR (Photsynthetically Active Radiation) in the 400-700nm waveband. The units are displayed in micomols per meter spared per second (jnnolm'^®"*). The instrument also allows output as a measure o f leaf area index, however only PAR measurements were used in this study. The manual PAR, full probe, point sample mode, option was used for all measurements taken. Measurements were taken mainly on uniform, overcast. To account for variation in overcast 101 conditions, two ceptometers were used to take measurements simultaneously in the open and at the sample tree. The results were then presented as a percentage o f full light. C. LAI-2000 Plant Canopy Analyzer The LAI is an estimate o f the amount o f foliage in a vegetative canopy by deducing from the measurements how quickly radiation is attenuated as it passes through the canopy. The attenuation is measured at several angles from the zenith, and foliage orientation information is obtained by the instruments. Five zenith angles are measured by the machine simultaneously. The output given is an index o f foliage, as it measures all light-blocking objects. The units o f LAI are dimensionless, but are thought o f as; m^ foliage area/ m^ ground area (Anonymous 1992). The assumptions that must be me for the calculations o f foliage amount and orientation to be accurate the following assumptions should be met: 1. The foliage is black. Below-canopy readings do not include any radiation that has been reflected or transmitted by foliage. 2. The foliage is randomly distributed. Foliage containing envelopes must be parallel tubes such as row corps or ingle ellipsoid brush, or infinite box such as turf grass, or deciduous forest. 3. The foliage elements are small compared to the area o f view o f each ring. The Distance of the sensor to the nearest leaf over it should be at least four times the leaf width. 4. The foliage is azimuthally randomly oriented. The incline of the foliage does not matter as long as all the leaves are not facing in the same compass direction. The importance o f this assumption is reduced when a narrow view cap is used or when measurements are made in a wide range o f directions. (Anonymous 1992). For all measurements taken with the LAI2000 plant canopy analyzer the one sensor mode was used. One reading was taken above canopy and four below for each transmittance. A partial covering view cap was used in bright sunlight. 102 Haiku for the weevil The little weevil Looked up to the spruce leader And climbed to the top