SPATIAL AND TEMPORAL ANALYSES OF BARK BEETLE POPULATION DYNAMICS IN SOUTHERN BRITISH COLUMBIA: STAND-LEVEL STUDIES OF THE BOLE-INFESTING ASSEMBLAGE DURING ERUPTIVE TRANSITIONS OF MOUNTAIN PINE BEETLE, DENDROCTONUS PONDEROSAE HOPKINS by Jordan Matthew Koopmans B.Sc, University of Northern British Columbia, 2008 THESIS SUBMITTED IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE DEGREE OF MASTER OF SCIENCE IN NATURAL RESOURCES AND ENVIRONMENTAL STUDIES (BIOLOGY) THE UNIVERSITY OF NORTHERN BRITISH COLUMBIA January 2011 ©Jordan Matthew Koopmans, 2011 1*1 Library and Archives Canada Bibliotheque et Archives Canada Published Heritage Branch Direction du Patrimoine de I'edition 395 Wellington Street OttawaONK1A0N4 Canada 395, rue Wellington Ottawa ON K1A 0N4 Canada Your file Votre reference ISBN: 978-0-494-75126-8 Our file Notre r6f6rence ISBN: 978-0-494-75126-8 NOTICE: AVIS: The author has granted a nonexclusive license allowing Library and Archives Canada to reproduce, publish, archive, preserve, conserve, communicate to the public by telecommunication or on the Internet, loan, distribute and sell theses worldwide, for commercial or noncommercial purposes, in microform, paper, electronic and/or any other formats. L'auteur a accorde une licence non exclusive permettant a la Bibliotheque et Archives Canada de reproduce, publier, archiver, sauvegarder, conserver, transmettre au public par telecommunication ou par I'lnternet, preter, distribuer et vendre des theses partout dans le monde, a des fins commerciales ou autres, sur support microforme, papier, electronique et/ou autres formats. The author retains copyright ownership and moral rights in this thesis. Neither the thesis nor substantial extracts from it may be printed or otherwise reproduced without the author's permission. L'auteur conserve la propriete du droit d'auteur et des droits moraux qui protege cette these. Ni la these ni des extraits substantiels de celle-ci ne doivent etre imprimes ou autrement reproduits sans son autorisation. In compliance with the Canadian Privacy Act some supporting forms may have been removed from this thesis. Conformement a la loi canadienne sur la protection de la vie privee, quelques formulaires secondaires ont ete enleves de cette these. While these forms may be included in the document page count, their removal does not represent any loss of content from the thesis. Bien que ces formulaires aient inclus dans la pagination, il n'y aura aucun contenu manquant. 1+1 Canada ABSTRACT Factors that trigger population transitions of mountain pine beetle from endemic to incipient-epidemic levels are poorly understood. The population dynamics of this insect may be influenced by associations with trees colonized by other bark beetles. This study explores the spatial and temporal relationships between mountain pine beetle and non-eruptive bark beetle species in lodgepole pine stands of southern British Columbia. Increasing populations of non-eruptive bark beetles were positively correlated with each other, and with endemic mountain pine beetle. Endemic and incipient-epidemic levels of mountain pine beetle were often positively spatially associated with the bark beetles Pseudips mexicanus, Orthotomicus latidens, Ips pini, and Hylurgops species, which themselves frequently colonized the same host trees. As populations grew, mountain pine beetle shifted from attacking injured/previously colonized hosts to uncolonized hosts. Identifying these potential triggers of population phase transitions may help prevent future epidemics in areas of economic importance. n TABLE OF CONTENTS Page ii ABSTRACT. TABLE OF CONTENTS iii LIST OF TABLES v LIST OF FIGURES viii ACKNOWLEDGEMENTS x 1: GENERAL INTRODUCTION l.l. Literature cited 1 8 2: TEMPORAL ASSOCIATIONS BETWEEN DENDROCTONUS PONDEROSAE AND NON-ERUPTIVE SPECIES OF BARK BEETLES IN STANDS OF LODGEPOLE PINE IN SOUTHERN BRITISH COLUMBIA 2.1 Abstract 2.2 Introduction 2.3 Methods 2.3.1 Study sites 2.3.2 The bole-infesting bark beetle assemblage 2.3.3 Temporal analyses 2.4 Results 2.5 Discussion 2.6 Literature cited 16 16 17 20 20 21 23 26 32 37 3. SPATIAL ASSOCIATIONS OF MOUNTAIN PINE BEETLE, DENDROCTONUS PONDEROSAE, WITH SECONDARY BARK BEETLES IN THE ENDEMIC TO INCIPIENT-EPIDEMIC PHASE TRANSITION 3.1 Abstract 3.2 Introduction 3.3 Methods 3.4 Results 3.5 Discussion 3.6 Literature cited 44 44 45 48 50 63 69 4. SPATIAL ASSOCIATIONS OF THE SECONDARY BARK BEETLES DENDROCTONUS MURRAYANAE, HYLURGOPS SPR, IPS PINI, ORTHOTOMICUS LATIDENS AND PSEUDIPS MEXICANUS IN LODGEPOLE PINE STANDS OF SOUTHERN BRITISH COLUMBIA 4.1 Abstract 77 77 in 4.2 Introduction 4.3 Methods 4.4 Results 4.5 Discussion 4.6 Literature cited Page 78 80 82 95 99 5. GENERAL CONCLUSIONS 5.1 Literature cited 104 108 APPENDICES APPENDIX A APPENDIX B APPENDIX C APPENDIX D APPENDIX E: R code for analysing statistical point process models APPENDIX F: Study of the effect of Pseudips mexicanus on host selection behaviour of Dendroctonus ponderosae in cut bolts using no-choice bioassays in the laboratory IV 110 Ill 114 127 145 147 LIST OF TABLES Page Table 2.1: Criteria used to estimate the number of years since (A) partial, or (B) complete attacks by bole-infesting bark beetles on lodgepole pine trees within seven stands at two sites in southern British Columbia between 1999 and 2002. 25 Table 3.1: Number of lodgepole pine trees strip-attacked by mountain pine beetle. Within those trees, the numbers bearing injuries and/or any one or multiple colonizations of other bark beetles {Dendroctonus murrayanae, Hylurgops spp., Ips pini, Orthotomicus latidens, Pseudips mexicanus) are listed. 52 Table 3.2: Number of lodgepole pine trees mass-attacked by mountain pine beetle. Within those trees, the numbers bearing injuries and/or any one or multiple colonizations of other bark beetles {Dendroctonus murrayanae, Hylurgops spp., Ips pini, Orthotomicus latidens, Pseudips mexicanus) are listed. 53 Table 3.3: Association of trees colonized by other bark beetles on the locations of trees strip-attacked by mountain pine beetle from 2000 to 2003 in a lodgepole pine stand of southern British Columbia (Stand B). The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-lree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. For example, the estimated density of strip attack by mountain pine beetle in 2001 in locations where all secondaries colonized trees at a rate of 0.0005/m2 or 5 trees/ha is exp(-"46 + 387(U00001) = 0.0001 or 1 trce/ha. Significant models are listed in order of best fit for each year. 55 Table 3.4: Association of trees strip-attacked by mountain pine beetle on the location of mass attacks from 2002 to 2005 in a lodgepole pine stand of southern British Columbia (Stand B). The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. Significant models are listed in v Page 59 order of best fit for each year. Table 4.1: Number of lodgepole pine, Pinus contorta, trees colonized by one or more species of secondary bark beetle (Dendroctonus murrayanae, Hylurgops spp., Ips pini, Orthotomicus latidens, and/or Pseudips mexicanus) and, within those same trees, the number bearing injuries within seven stands in southern British Columbia. 85 Table 4.2: Best explanatory models for the location of Orthotomicus latidens colonization from 2001 to 2005 in lodgepole pine of stand A in southern British Columbia. The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. For example, the estimated density of O. latidens colonization in 2002 in locations where Pseudips mexicanus colonized trees at a rate of 0.0005/m2 or 5 trees/ha is exp (971 + 2124K00005)= 0.0002 or 2 trees/ha. Significant models are listed in order of best fit for each year. 86 Table 4.3: Best explanatory models for the location of Pseudips mexicanus colonization from 2000 to 2005 in lodgepole pine of stand A in southern British Columbia. The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. Significant models are listed in order of best fit for each year. 87 Table 4.4: Best explanatory models for the location of Hylurgops spp. colonization from 2001 to 2004 in lodgepole pine of stand A in southern British Columbia. The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive VI Page estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. Significant models are listed in order of best fit for each year. 88 Table 4.5: Best explanatory models for the location of Ips pint colonization from 2001 to 2003 in lodgepole pine of stand A in southern British Columbia. The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. Significant models are listed in order of best fit for each year. 89 Table 4.6: Best explanatory models for the location of Dendroctonus murrayanae attack from 2003 and 2005 in lodgepole pine of stand D in southern British Columbia. The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. Significant models are listed in order of best fit for each year. 90 vn LIST OF FIGURES Page Figure 2.1: Mean number of trees colonized by various species of bark beetles per year as a function of cruise timing. Data reflect surveys of seven stands of lodgepole pine in southern British Columbia between 2000 and 2005. 29 Figure 2.2: Association of the number of trees colonized by one species of bark beetle with another for the same year and census period. Data reflect surveys of seven stands of lodgepole pine in southern British Columbia between 2000 and 2005. 30 Figure 2.3: Association of the number of trees colonized by mountain pine beetle with other bark beetle species lagged one census period. Data reflects surveys of seven stands of lodgepole pine in southern British Columbia between 2000 and 2005. 31 Figure 3.1: Locations of trees strip attacked by mountain pine beetle, and colonizations by Dendroctonus murrayanae, Hylurgops spp., Ips pini, Orthotomicus latidens, and Pseudips mexicanus in southern British Columbia, stand A, 2002. Colonizations by mountain pine beetle and other bark beetles comprise approximately 0.12 and 1.3% of the 19,500 pine trees in stand A respectively. 57 Figure 3.2: Location of trees strip attacked by mountain pine beetle in 2002, and mass attacked in 2003. Strip and mass attacks comprise approximately 0.12 and 0.33% of the 19,500 lodgepole pine trees in stand A, respectively. 60 Figure 3.3: Ripley's K estimate for trees strip attacked by mountain pine beetle in 2001 for stand A. Observed estimate is shown by the black solid line, the upper and lower limits of the 95% confidence interval are shown by the green and blue dashes respectively. The theoretical estimate for a point process displaying complete spatial randomness is shown by the red dashes. The focal distance (r) on the x-axis is represented in metres. 61 Figure 3.4: Ripley's K estimate for trees strip attacked by mountain pine beetle in 2004 for stand A. Observed estimate is shown by the black solid line, the upper and lower limits of the 95% confidence interval are shown by the green and blue dashes respectively. The theoretical estimate for a point process displaying complete spatial randomness is shown by the smooth red dashes. The focal distance (r) on the x-axis is represented in metres. 62 Vlll Page Figure 4.1: Locations of secondary bark beetle colonization in lodgepole pine of stand A in southern British Columbia. A) Trees colonized by Pseudips mexicanus and Orthotomicus latidens in 2002 B) Trees colonized by P. mexicanus in 2001 and Q. latidens in 2002 comprise approximately 0.4% of the 19,500 lodgepole pine trees in the stand respectively. 91 Figure 4.2: Locations of trees colonized by Pseudips mexicanus in lodgepole pine of stand A in southern British Columbia. Colonizations by P. mexicanus in 2001 and 2002 comprise approximately 0.4% and 0.6% of the 19,500 lodgepole pine trees in the stand respectively. 92 Figure 4.3: Locations of secondary bark beetle colonization in lodgepole pine of stand A in southern British Columbia. A) Trees colonized by Hylurgops spp. and Pseudips mexicanus in 2001 comprise approximately 0.2% and 0.4% of the 19,500 logepole pine trees in the stand respectively. B) Trees colonized by H. spp. and Orthotomicus latidens in 2002 comprise approximately 0.1% and 0.4% of the 19,500 lodgepole pine trees in the stand respectively. 93 Figure 4.4: Location of trees colonized by Pseudips mexicanus and Ips pini in lodgepole pine of stand A in southern British Columbia. Colonizations by P. mexicanus and /. pini in 2003 comprise approximately 0.45% and 0.07% of the 19,500 lodgepole pine trees in the stand respectively. 94 IX ACKNOWLEDGEMENTS I wish to start by thanking my advisor, Dr. Brian Aukema, who offered me a job the summer after undergrad and made the experience very enjoyable by surrounding me with wonderful colleagues. It was not long and you had me convinced to continue as a Masters student. I very much appreciate the opportunities you have afforded me and for pushing me to be a bit bolder. I thoroughly enjoyed your humour, trying to keep up with you on the ice, and the stimulating conversations around the lunch table about beetles, baseball, and the bigger things of this world. Lastly, I thank you for your open-door policy, your willingness to talk me through the things that came up outside of academics, and introducing me to Kelly's delicious tuna melt sandwiches. I would also like to thank my MS committee members Drs. Allan Carroll and Lisa Poirier. Allan, thank you, particularly for sharing your data with me, guiding me along as I grappled with an entirely new area of science, and helping me tease apart some of the intracies of population dynamics of mountain pine beetle. Lisa thank you for jumping onboard with enthusiasm, earnest ecological insight, and an acute attention to detail. Deserved thanks go also to my fellow graduate students, Honey Giroday, Fraser McKee, Ewing Teen, and Laura Machial, with whom I shared not only an office, but the good days, bad days, and everything in between. Honey, thanks for all your help with R and spatial modeling. It was great working with you on Pissodes strobi. Fraser, having you sitting nearby in the office to answer questions or bounce ideas off of sped me along tremendously. I also learned a great deal from your hustle in the field, and maybe more importantly how to get a truck unstuck. Ewing and Laura, you came to the party a little bit later, but I have enjoyed getting to know both of you. Ewing, I especially appreciated your company on the drive to and from St. Paul, Minnesota. I am indebted to the members of the Forest Insect Research Group at UNBC for their insight on my ideas and presentations. Dezene, your presentation wizardry is legendary, but I also appreciated our conversations about science in the broader context. Staffan, I thank you for your fatherly kindness and sage advice. Flow many students can claim to have hung Lindgren funnel traps with Dr. Lindgren himself? On a lighter note, Jordie Fraser I am pleased to be able to share with you in bringing sexy back to entomology. I also need to thank the BC Ministry of Forests & Range Protection Branch at the Northwest Fire Centre, Ken White, Bruce Hartley and John Seinen for their help with acquiring research material (i.e, trees and beetles). Thank you also to my field assistants Rurik Meunter, Kathryn Berry, Gareth Hopkins and Genny Michel, as well as John Orlowski and Steven Storch in the IK Barber Enhanced Forestry Lab for your cheerful help with my summer projects. Thanks especially to my friends whose support encouraged me, and who challenged me to grow as a person these last two years. Finally, I thank my parents who also encouraged me. Although you claimed not to understand what I was working on, you never failed to show me how proud you were of even the smallest accomplishments. x CHAPTER 1 General Introduction The weevils (Coleoptera: Curculionidae) comprise the largest of the beetle families. With more than 50,000 species worldwide, they are easily the largest family of all animals (Ohsawa 2005). Nearly all curculionids feed on living or dead plants, with many specializing on woody material. The diverse group of curculionids known as bark beetles (Curculionidae, Scolytinae) primarily feed within the subcortical region of their host trees (Coulson 1979, Wood 1982a). Excluding a brief period of host-seeking dispersal, these insects complete their entire life cycle in or under the bark or within the cones of their host (Rudinsky 1962). Bark beetles are vital components of forest ecosystems as they contribute to the breakdown and turnover of senescent, weakened, dying, and dead trees (Wood 1982a). Turnover activity is a key component of forest succession and is essential for the perpetuation of forests with vigorously growing trees (Mattson and Addy 1975, Lundquist 1995, Jones et al. 1997). However, many bark beetles, as agents of ecological disturbance (Raffa and Berryman 1987), may increasingly pose a threat to previously unsuitable habitats in concert with a changing climate (Carroll et al. 2004, Hicke et al. 2006). Bark beetles have been informally classified as "primary" or "secondary" species, depending on the characterization of their colonization behaviour (Rudinsky 1962, Wood 1982a). "Primary" bark beetles are generally more aggressive species that are capable of overcoming the defenses of healthy trees. Typically, under outbreak conditions, primary bark beetles rely on the death of their host in order to successfully complete their life cycle 1 (Berryman 1972). Large population fluctuations of primary bark beetles tend to be intermittent. In outbreak situations, these eruptive herbivores can cause landscape-level mortality to mature trees (Amman 1977, Wood 1982b, Safranyik and Carroll 2006). "Secondary" species typically reproduce in material from weakened or dying host trees, including those damaged by fire, lightning, windthrow, drought, disease, and defoliation, as well as those suppressed by competition (Rudinsky 1962, Wood 1982a). Subsistence in weakened trees is not universally true, however. For example pine engraver beetle, Ips pini (Say) may kill healthy trees on occasion when populations reach sufficient numbers (Paine et al. 1997, Steed and Wagner 2004). Even though records of outbreaks date back only to the early 1900's, mountain pine beetle, Dendroctonus ponderosae Hopkins, is believed to have been inhabiting pine ecosystems in western North America for millennia (Amman 1977, Seybold et al. 2000, Taylor and Carroll 2004). The insect is capable of colonizing both native and exotic species of pine within its range (Furniss and Schenk 1969, Cerezke 1995). In outbreak stages, aduit beetles are able to overwhelm the defenses of vigorous host trees through mass attacks mediated by pheromones (Vite and Pitman 1968, Raffa and Berryman 1983) and by innoculating hosts with mutualistic fungi (Francke-Grossman 1967, Berryman 1972, Safranyik et al. 1974). These fungi are transported in specialized cuticular structures called mycangia (Paine et al. 1997). Fungi exhaust the defensive capacity of host trees, and may also provide nutritional benefits for phloem-feeding larvae (Ayres et al. 2000, Bleiker and Six 2007). 2 Development of mountain pine beetle is temperature-dependent. Adults typically emerge in late July through August, disperse via flight, and seek new hosts (Rasmussen 1974, Bentz et al. 1991). Female beetles construct straight vertical galleries and lay individual eggs within niches along the sides of these galleries (Furniss and Carolin 1977). Mountain pine beetles typically require one year to complete their life cycle, overwintering as larvae or adults (Furniss and Carolin 1977). Semivoltine populations may be found in areas of higher elevations or cool summer temperatures. Bivoltinism is also possible in some areas (Bentz et al. 2001), as low-elevation sugar pine, Pinus lambertiana, of California, may produce two generations per year (Furniss and Carolin 1977, Amman et al. 1990). The current outbreak of mountain pine beetle within the Canadian provinces of British Columbia and Alberta as well as the northwestern United States has overwhelmed an unprecedented number of pine hosts. The British Columbia Ministry of Forests has reported that the cumulative area of attacked trees within British Columbia alone extends over 16.3 million hectares, comprising the vast majority of the mature lodgepole pine, Pinus contorta Douglas ex Louden, in the province (Westfall and Ebata 2009). Most disconcerting are the facts that the beetle has breached the historic Rocky Mountain geoclimatic barrier (Robertson et al. 2009, de la Giroday et al. 2010), is capable of reproducing in jack pine, Pinus banksiana Lamb. (Furniss and Schenk 1969, Cerezke 1995), and, with increased climatic suitability, poses a threat to Canada's boreal forest (Nealis and Peter 2008, Safranyik et al. 2010). The economic impact of outbreaks by mountain pine beetle has fostered extensive 3 research focusing on the epidemic phase of the insect (Amman 1972, Safranyik et al. 1974, Berryman 1976, Thomson and Shrimpton 1984, Logan et al. 1998). A great deal is known about the biology of mountain pine beetle (Lyon 1958, Lanier and Wood 1968, Furniss and Carolin 1977, Safranyik 1988, Bentz et al. 1991, Pureswaran and Borden 2003, Safranyik and Carroll 2006, Safranyik et al. 2010) and its host selection behaviour at epidemic levels (Cole and Amman 1969, Geiszler et al. 1980, Hynum and Berryman 1980, Moeck et al. 1981, Raffa and Berryman 1982, Moeck and Simmons 1991, Pureswaran and Borden 2005). However, beetle populations are typically found at very low levels in endemic phases. Endemic populations are found in isolated pockets across the landscape and have been defined to consist of approximately forty beetles per hectare (Carroll et al. 2006). Consequently, the amount of research pertaining to the endemic phase is severely limited, as finding endemic beetles often poses a significant challenge (Tkacz and Schmitz 1986, Bartos and Schmitz 1998, Carroll etal. 2006). Drawing on the knowledge of the behaviour of epidemic mountain pine beetle, it seems unlikely that endemic level beetles would be capable of successfully attacking vigorous hosts since their population densities do not reach the numbers required for mass attack (Raffa and Berryman 1983). Endemic populations must, therefore, be restricted to weakened and dying host trees that are unable to mount a sustained defensive response against colonization. Consequently, we might expect endemic levels of mountain pine beetle to behave much like secondary bark beetles. Secondary bark beetles may interact competitively with endemic mountain pine beetle and inhibit its reproductive success, or, 4 alternatively, may facilitate the persistence of endemic populations (Carroll et al. 2006). A great deal is known about secondary bark beetles, their pheromones, and their interactions with other bark beetles and/or predators, particularly species from the Ips genus (e.g., Miller and Borden 1985, Miller et al. 1991, Miller and Borden 1992, Seybold et al. 1995, Poland and Borden 1998, Savoie et al. 1998, Aukema and Raffa 2000, Pureswaran et al. 2000, Erbilgin et al. 2002, Aukema et al. 2004). Secondary bark beetles may limit the reproductive success of mountain pine beetle at epidemic levels through interspecific competition (Bergvinson and Borden 1991, Rankin and Borden 1991, Safranyik et al. 1999, Boone et al. 2008) or they may partition host resources to limit competition as has been proposed in other bark beetle systems (Paine et al. 1981, Wagner et al. 1985, Byers 1989, Raffa 1991, Schlyter and Anderbrant 1993, Ayres et al. 2001). In either case, the interactions between endemic populations of mountain pine beetle and other bark beetles have not been well studied (Carroll et al. 2006, Smith et al. 2009). Thus, I examined the population dynamics and spatial interactions of the primary bark beetle mountain pine beetle with a number of secondary bark beetles including Pseudips mexicamts (Hopkins), Orlhotomicus latidens (LeConte), Hylurgops porosus (LeConte), H. rugipennis (Mannerheim), l.pini, and D. murrayanae (Hopkins) in lodgepole pine stands undergoing population eruptions of mountain pine beetle from the endemic to the incipient-epidemic phase. Ecological interactions can be assessed on a series of spatial and temporal scales, depending on the system. In forest systems, ecological interactions may occur at the tree, stand, and landscape levels, over a broad spectrum of time scales from days to decades. 5 Coulson (1979) and White and Powell (1997) identified some challenges of studying bark beetles, such as defining a framework for studies of population dynamics. This research focused primarily on stand-level interactions over the course of several years. In my thesis, I primarily used data collected from a study pioneered by Allan Carroll, formerly with the Canadian Forest Service of Natural Resources Canada. In this study, endemic to incipient-epidemic level phase transitions of populations of mountain pine beetle were monitored in seven lodgepole pine stands over the course of five years. In the first data chapter (Chapter 2), I examined the temporal interactions between secondary bark beetle species and mountain pine beetle. In the second data chapter (Chapter 3), I explored the interactions of secondary bark beetles with mountain pine beetle and looked at the growth of incipient populations of mountain pine beetle. The third data chapter (Chapter 4), examined the spatial relationships between secondary bark beetles and their associations with vigourimpaired trees during the endemic to incipient-epidemic phase transition of mountain pine beetle. General conclusions explore the significance of the results with respect to implications for prospective management. The appendices contain a summary of stand characteristics and colonization by bark beetles of the bole-infesting assemblage, as well as supplementary data for each chapter. The final appendix contains a laboratory bioassay that explored whether endemic populations of mountain pine beetle preferentially select trees colonized by P. mexicanus. Starved beetles were used as surrogates for endemic insects. This thesis was written in a format where each chapter, though interrelated, is meant to be a stand-alone entity that will be disseminated to a peer reviewed journal upon 6 successful thesis defense. As such, a small degree of ovlerlap may occur across chapters, especially in providing research context, in order to maintain chapter integrity. LITERATURE CITED Amman, G. D. 1972. Mountain pine beetle brood production in relation to thickness of lodgepole pine phloem. Journal of Economic Entomology, 65: 138-140. Amman, G. D. 1977. The role of mountain pine beetle in lodgepole pine ecosystems impact on succession, pp. 3-18. In W. J. Mattson (ed.), Proceedings in life sciences the role of arthropods in forest ecosystems. Springer-Verlag, New York, NY. Amman, G. D., M. D. McGregor, and R. E. Dolph Jr. 1990. Mountain pine beetle (FIDL). Forest Insect & Disease Leaflet 2. United States Department of Agriculture, Ogden, UT. Aukema, B. H., and K. F. Raffa. 2000. Chemically mediated predator-free space: herbivores can synergize intraspecific communication without increasing risk of predation. Journal of Chemical Ecology, 26: 1923-1939. Aukema, B. FL, G. R. Richards, S. J. Krauth, and K. F. Raffa. 2004. Species assemblage arriving at and emerging from trees colonized by Ips pint in the great lakes region: partitioning by time since colonization, season, and host species. Annals of the Entomological Society of America. 97: 117-129. Ayres, B. D., M. R Ayres, M. D. Abrahamson, and S. A Teale. 2001. Resource partitioning and overlap in three sympatric species of Ips bark beetles (Coleoptera: Scolytidae). Oecologia, 128: 443-453. Ayres, M. P., R. T. Wilkens, J. J. Ruel, M. J. Lombardero, and E. Vallery. 2000. Nitrogen budgets of phloem-feeding bark beetles with and without symbiotic fungi. Ecology, 81: 2198-2210. Bartos, D. L., and R. F. Schmitz. 1998. Characteristics of endemic level mountain pine beetle populations in south central Wyoming. Research Paper RMRS-RP-13. United States Department of Agriculture, Forest Service, Rocky Mountain Research Station, Ogden, UT. Bentz, B. J., J. A. Logan, and G. D. Amman. 1991. Temperature-dependent development of the mountain pine beetle (Coleoptera: Scolytidae) and simulation of its phenology. The Canadian Entomologist, 123: 1083-1094. Bentz, B. J., J. A. Logan, and J. C. Vandygriff. 2001. 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Brigham Young University, Provo, Utah. 1359p. 15 CHAPTER 2 Temporal associations between Dendroctonus ponderosae and non-eruptive species of bark beetles in stands of lodgepole pine in southern British Columbia ABSTRACT The majority of our knowledge of the ecology of mountain pine beetle, Dendroctonus ponderosae Hopkins, originates from studies of epidemic-level populations. Less is known about what factors might trigger population transitions from endemic to incipient-epidemic levels. The population dynamics of mountain pine beetle may be influenced by associations with trees colonized by secondary bark beetles, particularly when the former is at endemic levels and existing in habitat colonized by the latter. Temporal relationships between mountain pine beetle and species of secondary bark beetles comprising part of the boleinfesting bark beetle assemblage were examined over five years in seven lodgepole pine stands of southern British Columbia where mountain pine beetle was erupting from endemic to epidemic levels. Prior to the transition of populations of mountain pine beetle from endemic to incipient-epidemic levels, the number of trees attacked by secondary bark beetles increased. Increasing populations of secondaries were positively correlated with each other, and with increasing populations of endemic mountain pine beetle in all stands. Identifying potential triggers of population phase transitions may enable the minimization of mountain pine beetle epidemics in areas of economic, cultural, aesthetic, and/or recreational importance. Key words: population dynamics; temporal dependence; interspecific competition 16 INTRODUCTION Populations of phytophagous insects rise and fall under the influence of endogenous and exogenous pressures, and may exhibit points of stable equilibrium, cyclic oscillations, or a lack of periodicity (May 1974). Periodic oscillations, for example, are often seen in lepidopteran defoliator systems such as gypsy moth, Lymantria dispar (L.) (Williams and Liebhold 1995, Johnson et al. 2005), larch budmoth, Zeiraphera diniana (Guenee) (Baltensweiler and Fischlin 1988), spruce budworm, Choristoneura fumiferana (Clemens) (Blais 1965), and forest tent caterpillar, Malacosoma disstria (HiAbner) (Cooke and Lorenzetti 2006). Aperiodical population fluctuations are often found in tree-killing bark beetle systems, and generally occur in an eruptive manner. Primary examples include southern pine beetle, Dendroctonus frontalis (Zimmerman), spruce bark beetle, Ips typographus (L.) (0kland and Bj0rnstad 2006), and mountain pine beetle, D. ponderosae Hopkins (Raffa et al. 2008), a species of particular relevance to this study. Mountain pine beetle is an eruptive species of bark beetle with a broad geographic range stretching across much of western North America (Safranyik and Carroll 2006). It is capable of colonizing nearly every species of native and introduced pine within this range (Furniss and Schenk 1969, Smith et al. 1981, Cerezke 1995, Carroll et al. 2004). British Columbia is currently experiencing the largest outbreak of mountain pine beetle in recorded history (Westfall and Ebata 2009). At outbreak levels, mass attacks coordinated by pheromones, in concert with vectored fungi, enable the beetles to overwhelm the defenses of healthy, large-diameter trees (Wood 1982a, Raffa and Bcrryman 1983). Mass attacks are 17 promoted by synchronous emergence of adults between late July and early August, achieved through temperature-dependent development (Rasmussen 1974, Bentz et al. 1991, Safranyik et al. 2010). Outbreaks generally begin to decline with the depletion of mature hosts capable of sustaining an epidemic, sometimes in concert with mortality of brood caused by cold winter temperatures and larval desiccation (Reid 1963, Cole and Amman 1969, Safranyik et al. 1974, Amman 1984, Safranyik and Linton 1998, Regniere and Bentz 2007, Sambaraju et al. 2011). As mountain pine beetle populations begin to decline, they may also be outcompeted by other species such as I. pint (Say) whose populations build up in the tops of hosts killed by mountain pine beetle (Furniss and Carolin 1977, Rankin and Borden 1991). Although the decline of outbreaks of mountain pine beetle is fairly well understood, there are still questions surrounding the growth of endemic populations. Mountain pine beetle populations typically exist for long periods at endemic phases. Researchers have long puzzled over what triggers an outbreak and why populations may persist at endemic levels in one area, but erupt in another (Logan et al. 1998), or erupt simultaneously over large areas (Aukema et al. 2006). Despite best efforts, hazard rating systems frequently fail to predict the risk of tree mortality by mountain pine beetle (Bentz 1993, Nelson ct al. 2008). Favourable conditions for beetle reproduction include successive warm summers, mild winters, and stress events such as drought (Reid 1963, Safranyik et al. 1974). It is believed that when such conditions coincide with an adequate number of mature hosts, mountain pine beetle may enter the incipient-epidemic phase (Carroll et al. 2006). Because endemic mountain pine beetle is likely limited by its inability to colonize healthy hosts (Raffa and Berryman 1983), a 18 theory of facilitation between "secondary" bark beetles and this primary bark beetle is beginning to emerge (Carroll et al. 2006). "Secondary" species of bark beetles reproduce in the phloem of weakened, dead, and dying trees (Wood 1982a). Most species of secondary bark beetles remain at relatively low population levels, and contribute to the break-down and turnover of senescent and dead trees (Wood 1982a). Secondary species of bark beetles that may share hosts with mountain pine beetle in British Columbia include D. murrayanae (Hopkins), Hylurgops porosus (LeConte), H. rugipennis (Mannerheim), /. pini (Say), Orthotomicus latideas (LeConte), and Pseudips inexicanus (Hopkins). Many of these species are multivoltine, and, although their emergence and flight periods vary considerably, generally precede mountain pine beetle's flight in late summer (Schenk and Benjamin 1969, Miller and Borden 1985, Safranyik et al. 2000, Safranyik et al. 2004, Safranyik and Carroll 2006, Furniss and Kegley 2008, Smith et al. 2009). This study examined the temporal interactions between endemic level mountain pine beetle and several species of secondary bark beetles as populations begin to build toward an epidemic. The current study explored five years of bark beetle colonization within seven lodgepole pine stands in two sites in southern British Columbia immediately prior to a population eruption of mountain pine beetle. The population dynamics of endemic mountain pine beetle within each stand were examined to identify any temporal associations with secondary bark beetle species during the transition from the endemic to the incipientepidemic phase. Temporal associations between mountain pine beetle and other bole- 19 infesting bark beetles may provide inference regarding the mechanism of this phase transition and establish context for further spatial analyses in which these insects persist through time by partitioning host resources within and between trees. METHODS Study Sites Two sites were established within southern British Columbia per Carroll et al. (2006). In brief, the site selection criteria included a historically suitable climate for mountain pine beetle, and a lack of tree-killing activity by the insect within 10 km of the sites. The first site, located at Angstad Creek, 25 km south of Merritt, was established in 2002. The second site, located on the Aberdeen Plateau, 35 km northeast of Kelowna, was established in 2003. At Angstad Creek, three lodgepole pine stands were initially identified for study (stands A, B, and C). On the Aberdeen Plateau, two stands were chosen (stands D and E). An additional stand at Angstad Creek, and Aberdeen Plateau (stands E and G, respectively), were later added to the study to replace those stands in which mountain pine beetle populations transitioned from the endemic to the incipient-epidemic phase. Stands were chosen to represent optimal mountain pine beetle habitat, i.e., lodgepole pine-leading, greater than 80 years old, and moderately dense (800 - 1500 stems/ha) (Safranyik and Carroll 2006). Furthermore, only stands with distinct boundaries formed by topographical features (e.g., water bodies, roads, clear cuts) or ecological conditions (e.g., forest age or species changes) were selected. These criteria were established to minimize the potential effects of immigration and emigration associated with immediately adjacent 20 habitats, and thereby ensure assessments of local population dynamics. Stands chosen for study at each site were at least 1 km apart. Following stand selection, variable radius prism plots were established within each stand at a density of one plot per hectare to ascertain average stand mensurational characteristics using the methods of Avery and Burkhart (2002). Tree diameter was measured at breast height (1.3 m). Tree height was determined using a laser hypsometer, and tree age was ascertained from cores collected at breast height. The states of all trees in each variable radius plot were also assessed for conditions that could potentially impair tree vigour. These conditions included mechanical damage to the main stem or roots, competitive status (suppressed versus dominant), root or foliar infections, and previous non-lethal infestations by herbivorous insects. The bole-infesting bark beetle assemblage For purposes of spatial and temporal characterization of the bole-infesting bark beetle assemblage, a 25 x 50 m reference grid system was generated within each stand. An initial census was conducted to establish a baseline of all previous activity by bark beetles. The stems of all trees in each stand were carefully assessed for evidence of attack by bark beetles. Assessments were restricted to the lower 3 m of the boles where mountain pine beetle is most prevalent (Safranyik and Carroll 2006). The presence of boring dust in bark crevices, defensive resin exudate, and discoloured foliage was used to ascertain potential infestations. Portions of the bark were carefully removed in the vicinity of beetle activity (as evidenced by entrance holes and boring dust) and species were identified either directly when individuals 21 were present or indirectly based upon diagnostic gallery patterns (Bright 1976, Wood 1982b). When beetles were present, only sufficient bark was removed (<225 cnrVtree, ca. 15 x 15 cm patch) to confirm the identity of the attacking species and thereby minimize impacts to their broods. For attacked trees in which some or all beetles had completed development and dispersed, the year of attack was estimated based on the condition of remaining bark and phloem, the presence of wood boring beetles and saproxylic insects that follow bark beetle attacks, and the condition of foliage remaining on trees (Table 2.1). The accuracy of these estimations was later confirmed through comparison to the detailed sampling described below. Estimations of the year of attack were considered reliable for trees infested up to a maximum of two years in the past. The height, diameter and injury condition of attacked trees was determined as described above, and each tree was spatially referenced by recording its distance and azimuth to the nearest grid point. Following the initial baseline censuses, detailed assessments were conducted to quantify variation in the abundance and distribution of the resident bole-infesting bark beetle assemblage within and among seasons. All trees in each stand were carefully inspected at 4week intervals from early June to early September of each year (2002 - 2005 for Angstad Creek, 2003 - 2005 for Aberdeen Plateau). Trees were assessed, marked, spatially referenced, and their characteristics and condition recorded as described above. Due to the demanding effort required to carefully inspect all trees in each stand at 4-week intervals, the detailed assessments were restricted to 2 stands per site each year (initially stands A and B at 22 Angstad, D and E at Aberdeen). Thus, stand C at Angstad Creek was limited to a single inspection in mid-September of each year to provide a summary of total bark beetle abundance for the season. Stands in which mountain pine beetle populations erupted in the course of the investigation were omitted from the detailed 4-week assessments in the year following eruption (stand B at Angstad, stand E at Aberdeen) and replaced with additional stands at each site. New stands (stands F and G at Angstad and Aberdeen, respectively) were chosen, established, censused and sampled in the same manner as described above. Temporal Analyses Graphical inspection revealed that the flight of mountain pine beetle was generally later than other bark beetles (Fig. 2.1), so data were first grouped into "early" (June - midJuly) and "late" (mid-July - September) time periods. Linear mixed effects models were used to examine associations between the numbers of trees colonized by each secondary species and by mountain pine beetle. The numbers of trees colonized by each species were incorporated as fixed effects. The variations between sites and stands within sites were incorporated as random effects. To examine whether the number of attacks on pines by mountain pine beetle across all stands was associated with secondary bark beetle activity in an earlier period, the number of trees attacked by mountain pine beetle was regressed against the number of trees colonized by secondaries lagged t-\. When assessing the associations solely between secondaries, original time periods and colonizations from all years were used. When assessing the associations between secondaries and mountain pine beetle, only the 23 years where mountain pine beetle was believed to be at endemic or early incipient-epidemic population levels were used. These levels were defined to be less than five attacked trees per hectare. Analyses between species were compared using Akaike's Information Criterion (AIC) where the lowest AIC value indicated the best fitting regression model (Akaike 1973). Response variables were transformed as necessary to satisfy assumptions of each model including normal distribution, homogeneity of variances, and appropriate fit. Assumptions of homogenous variance and normal distribution of errors were assessed using residual plots. Only equations for the best models for each species are reported. 24 Table 2.1: Criteria used to estimate the number of years since (A) partial, or (B) complete attacks by bole-infesting bark beetles on lodgepole pine trees within seven stands at two sites in southern British Columbia between 1999 and 2002 (from Carroll et al. 2006). Item Evaluated Years since initial bark beetle attack One Two Three (or more) Bark beetle galleries with emergence holes confined to portion of bole circumference Current attacks by Pseudips mexicanus, Orthotomicus latidens and/or Ips pini in green phloem at margins of strip attack Current attacks by Trypodenclron lineatitm within region of partial attack No remaining moist phloem, no visible decay fungi within region of partial attack Current attacks by Hylastes spp. of large roots directly beneath region of partial attack Loose bark, decay fungi visible within region of partial attack N/A Saproxylic insects beneath bark within region of partial attack Remnants of moist phloem interspersed among bark beetle galleries with emergence holes Current attacks in remnant phloem by Pseudips mexicanus. Ips pini, and/or Orthotomicus latidens Current attacks by Trypodenclron lineatum No remaining moist phloem, no visible decay fungi Loose bark, decay fungi visible Current attacks by Hylastes spp. of root collar and laree roots Ongoing attacks by Hylastes spp. of root collar and large roots A. Partial attack" Bark and phloem Bark beetles Wood borers and saproxylic insects'3 B. Complete attack0 Bark and phloem Bark beetles Wood borers and saproxylic insects Current attacks by wood-boring beetles (Ce ram bye idae, Buprestidae) Ongoing attacks by Hylastes spp. of large roots directly beneath region of partial attack Emergence holes by wood-boring beetles (Cerambycidae, Buprestidae), saproxylic insects beneath bark Red foliage, 20% needle Foliaged Fading or red foliage, Red foliage, 60% retention 100% needle retention needle retention a One or more years of infestation confined to "strips" of the circumference of the bole, trees remain alive. 'After Grove (2002) L Attacks around the entire circumference of the bole, trees dead. ''Adapted from Wulder et al. (2006) 25 RESULTS The populations of mountain pine beetle in five of the seven stands (A, B, C, E, and F) underwent a transition from endemic to incipient-epidemic levels, judged by the number of trees colonized as a proxy for population density (a fair assumption in operational settings). The number of trees attacked by mountain pine beetle increased in these five stands each year (for mensurational characteristics see Appendix A, for colonization patterns see Appendix B: Tables B.1-B.3, B.5 and B.6). In two of the stands (D and G) the number of trees attacked by mountain pine beetle reached a small peak in 2004, but dropped substantially the following year (Appendix B: Tables B.4, and B.7). These two stands did not appear to enter the incipient-epidemic phase in the years under investigation. Pseudips mexicanus colonized the most trees in all of the stands, followed by O. latidens, and Hylurgops spp. (Appendix B: Tables B.1-B.7). Colonization on the lower bole of trees by /. pini was found in all seven stands, but in much lower numbers than the aforementioned species. Trees colonized by D. murrayanae were also found in all stands, generally in smaller numbers than boles colonized by /. pini, with the exception of one stand (stand D; Appendix B: Table B.4). The timing of attack for each bark beetle species was examined by determining the average number of trees colonized in each time period, each year, across all stands (Fig. 2.1). Dendroctonus murrayanae, Hylurgops spp., O. latidens, and P. mexicanus colonized the most trees earlier in the season (Fig. 2.1 A, B, C, and E). The number of trees colonized by O. latidens and D. murrayanae in each month declined quite steadily from June peaks (Fig. 2.1 B 26 and E), while a more dramatic decrease could be seen for P. mexicanus and Hylurgops spp. (Fig. 2.1 A and C). Although /. pini appeared to attack trees primarily in May or June, a second peak in trees infested with /. pini was noted in the August censuses (Fig. 2.ID) indicative of colonization occurring between July and August. Trees colonized by mountain pine beetle were generally found later in the season, in the months of August and September (Fig. 2.1F). Temporal interactions between secondary bark beetles Populations of many bole-infesting bark beetles appeared to be positively correlated. In general, a greater number of trees colonized by any one secondary bark beetle species in a given time period was highly correlated with a greater number of trees colonized by other secondary species (see Fig. 2.2). For example, the number of trees colonized by P. mexicanus was significantly positively correlated with the number of trees colonized by O. latidens from the same year and time period (Fig. 2.2A). Likewise, the number of trees colonized by D. murrayanae, Hylurgops spp., and /. pini were also positively correlated with the abundance of P. mexicanus. However, ATC values were higher for these regression models indicating that the number of trees colonized by O. latidens was the best predictor for trees colonized by P. mexicanus (AIC a umdens = 776.49 < AIC». „mrra),anue = 900.87 < AICW spp = 918.06 < AIC/ ,„m = 953.60). Similarly, the number of O. latidens attacks, although positively correlated with all species (some results not shown), was most significantly positively correlated with the number of trees attacked by P. mexicanus in the same year (Fig. 2.2B). Colonization by Hylurgops spp., D. murrayanae, and /. pini were also strongly 27 correlated with all secondary species (some results not shown). However their abundance was best explained by the number of trees colonized by P. mexicanus (Fig. 2.2C, D, and E). Temporal interactions between secondary bark beetles and mountain pine beetle The number of trees attacked by mountain pine beetle was correlated with the number of trees colonized by all species of secondary bark beetles (Fig. 2.3). As the number of trees attacked by secondaries in a season increased, an increase in all types of attack (resistedattack, strip-attack, and mass-attack) by mountain pine beetle was also evident (Fig. 2.3). The best predictor of the number of trees colonized by mountain pine beetle was the number of trees colonized by O. latidens, (AIC = 199.75), followed by Hylurgops spp. (AIC = 200.46), P. mexicanus (AIC = 200.85), D. murrayanae (AIC= 204.51), and I. pini (AIC207.72). The positive trend between the numbers of trees colonized by mountain pine beetle and those previously colonized by other bole-infesting bark beetles was only evident when populations of mountain pine beetle were at either endemic or early incipient-epidemic levels. Once colonization by mountain pine beetle reached later stage incipient-epidemic levels, as judged by strip and mass attacks within the stands, their populations were no longer correlated with the number of trees colonized by other bark beetles in the bole-infesting assemblage (P>0.05 for all cases). 28 14 10 B 12 10 6 4 2 0 0 June July August September June July 4.5 4 August September O latidens P mexicanus 1.2 • D 3.5 0.8 3 2.5 0.6 2 1.5 o 0.4 * • 1 § 0.2 3 0 0.5 0 June July August September June July Hylurgops spp 1.8 16 September 35 K • August / pini 30 1.4 25 1.2 1 20 0.8 15 0.6 o 0.4 zc m CO CD 0.2 5 0 June July 0 August 10 5 0 • June September July August September D ponderosae murrayanae Figure 2.1: Mean number of trees colonized by various species of bark beetles per year as a function of cruise timing. Data reflect surveys of seven stands of lodgepole pine in southern British Columbia between 2000 and 2005. 29 ym = 0.88+0.18* F =469;P<0.0001 B 1.220 1 0 1 1 1 20 40 60 No of trees colonized by O latidens 1/2 ' = 0.07+0.066x =350;P<0.0001 1,220 i 0 i 0 1 1 1 1 20 40 60 80 No, of tress colonized by P mexicanus 145;/M).000l r 100 D ' 1 1 1 1 20 40 80 80 No of trees colonized by P mexicanus yt/2 = 0.I + 0.041 x V =257;P<0.0001 r 100 T 0 1 1 1 1 £0 40 60 80 No of trees colonized by P. inextcanus r 100 E * • /• « • • •• / •• • * ••• • • / m• f •» mm •» mmm^f^i %tr • •MMW»««I "i 0 i / y * • • * • / • *• i i i 20 40 60 80 No of trees colonized by P. mexicanus r tOO Figure 2.2: Association of the number of trees colonized by one species of bark beetle with another for the same year and census period. Data reflect surveys of seven stands of lodgepole pine in southern British Columbia between 2000 and 2005. 30 ym = 1.52 + 0.065JC F = 37.1;P<0.0001 1 44 ;y1/2= 1.48+0.13x F =31.6;P<0.0001 » ~i 1 44 T r 0 20 40 SO 80 100 No of trees colonized by O latidens 1/2 y - 1 . 3 3 +0.047* :34.8;/><0.0001 -IF 1 44 9 X ' • B 1 1 1 r~ 10 20 30 40 No of trees colonized by Hylurgops spp F • ' =23.2;P<0.0001 1 44 * - i r ~\ 1 1 r 20 40 60 80 1O0 120 No of trees co'onized by P raexicanus 140 0 5 10 15 i i 0 i i i i v" 2 ^ 1.72+0.39v l6 5;/ 3 =0.0002 F n 2 i i i No of trees colonized by D murrayanae E i r~ 4 6 8 10 12 No of trees colonized by I pini Figure 2.3: Association of the number of trees colonized by mountain pine beetle with other bark beetle species lagged one census period. Data reflect surveys of seven stands of lodgepole pine in southern British Columbia between 2000 and 2005. 31 DISCUSSION The increases in populations of species of secondary bark beetles one to two years prior to the eruption of populations of mountain pine beetle in four of the five stands where a population phase transition took place, in conjunction with the positive temporal correlations between the number of trees colonized by secondary bark beetles early in the season and montain pine beetle later in each season, suggest two mechanisms by which mountain pine beetle may erupt. First, the increase in mountain pine beetle populations may be independent of the numbers of trees colonized by secondary bark beetles. The increase may simply reflect a delayed response to abiotic stresses that create increasingly favourable conditions for reproduction for all insects. Berryman (1976), for example, suggested that a rapid decline in stand resistance may trigger outbreaks of mountain pine beetle. Drought is one of many stress events that can promote scolytid reproduction by increasing the susceptibility, and perhaps nutritional quality, of host trees (Hopping and Mathers 1945, Rudinsky 1962, Berryman 1972, Mattson and Haack 1987, Allen and Breshears 1998, Kelsey and Joseph 2001, Berg et al. 2006. RalTa et al. 2008). The increase in the number of trees colonized by secondary bark beetles in this study is believed to be associated with an extended period of low spring precipitation (Carroll et al. 2006). However, as in the southern pine beetle system (Turchin 1991), there is conflicting evidence for drought as the solitary trigger of outbreaks of mountain pine beetle, as populations have erupted in periods of below normal, normal, and abundant precipitation (Blackman 1931, Beal 1943). Second, the strong temporal relationships between secondary bark beetles and 32 mountain pine beetle, particularly the most populous bole-infesting species in this study, O. latidens and P. mexicanus, lends support to a theory of facilitation in which a densitydependent facilitative relationship occurs exclusively at endemic levels of the population. Amman and Schmitz (1988), for example, proposed that scattered populations of mountain pine beetle must build up before an outbreak occurs. Species such as D. murrayanae, O. latidens, P. mexicanus, Hyhirgops spp., and /. pini emerge and establish in hosts prior to flight of mountain pine beetle. In turn, endemic populations of mountain pine beetle emerging in late July, August, and early September have the opportunity to either seek out or reject trees inhabited by these insects. A study by Moeck et al. (1981) suggested mountain pine beetle does not reject trees that contain other species, such as D. valens (LeConte), D. brevicomis, H. suhcostulatus (Mannerheim), O. latidens, and Pityophthorits serratus (Swaine). Small-scale population buildups of species such as P. mexicanus, O. latidens, I. pini, Hyhirgops spp., and D. murrayanae may enable the accumulation of endemic mountain pine beetle by providing access to otherwise unsuitable hosts (see Smith et al. 2011). Once populations of mountain pine beetle gain sufficient numbers to initiate mass attack of a healthy host tree (i.e., approximately 300 to 500 beetles per hectare), they may no longer be dependent on other bark beetles or weakened hosts, and begin to shift their colonization behaviour accordingly (Carroll et al. 2006). Strong interspecific competition could preclude facilitative relationships in this system, however. For example, secondary species frequently outcompete more aggressive primary bark beetles by rapid larval development (Rankin and Borden 1991). In weakened 33 and dying trees, secondary bark beetles are better suited to exploit available resources than their primary bark beetle counterparts such as D. ponderosae or D. rufipennis (McCambridge and Knight 1972, Poland and Borden 1998). While studies have provided compelling evidence to suggest mountain pine beetle at epidemic levels would be better off minimizing interspecific competition with secondary bark beetles such as /. pini (Rankin and Borden 1991, Safranyik et al. 1999), very little has been observed regarding endemic levels of the insect. Endemic populations of mountain pine beetle are found in surprisingly low numbers, estimated at less than forty beetles per hectare (Carroll et al. 2006). At such low numbers, their density in a host would not reach levels reflective of outbreaks tested by Rankin and Borden (1991) (i.e., 50 beetles/m2). Furthermore, Safranyik et al. (1999) suggested that high levels of/, pini may, in some instances, enhance survival of mountain pine beetle by accelerating the death of tissues in the upper part of the host. Delayed density-dependent effects of predators and parisitoids, not uncommon in defoliating systems (Myers 1988, Roland and Taylor 1997, Rothman and Roland 1998, Roland 2005, Dwyer ct al. 2004, Cooke and Lorenzetti 2006), that become diluted by increasing populations of secondary bark beetles, could also facilitate increasing survivorship of endemic populations of mountain pine beetle. Aggregation of the secondary bark beetle, /. pini, for example, may dilute the effect of predation by generalist clerids and other bark beetle predators (Aukema and Raffa 2004). Amman (1984) found that predation by clerids was significantly higher in endemic populations of mountain pine beetle than in epidemic or postepidemic populations. While the largest contributors to brood mortality of mountain pine 34 beetle were cold over-wintering temperatures and desiccation, these factors did not differ between infestation levels (Amman 1984), possibly placing greater significance on predation as a mortality factor governing endemic populations. Although Boone et al. (2008) found heterospecifics add to competition and predator load, the densities of infestation in their experiments exceed levels found in endemic populations of mountain pine beetle (Carroll et al. 2006). Although Amman and Schmitz (1988) have outlined several predisposing factors for an outbreak by mountain pine beetle, assessing the risk of outbreaks using hazard rating systems that include these factors has not met with much success (Katovich and Lavigne 1985, Bentz et al. 1993, Nelson et al. 2008). Bentz et al. (1993) partially attributed the inadequacy of hazard rating systems to a lack of knowledge concerning the endemic phase of the insect, and Logan et al. (1998) suggested that spatial inference is necessary. Although lacking evidence, for example, Amman and Schmitz (1988) believed there may be a close relationship between secondary bark beetles and endemic levels of mountain pine beetle. Likewise, Hamel and McGregor (1976) and Gohcen and Cobb (1980) suggested potential associations between low level populations of mountain pine beetle and secondary bark beetles, and Furniss and Carolin (1977) noted an association between endemic levels of mountain pine beetle and D. brevicomis. The annual emergence patterns of secondaries and mountain pine beetle in this study indicate that the latter were the last to enter host trees in a season and would have had the opportunity to reject trees containing secondary species. The next chapter examines spatial interactions between endemic levels of mountain pine beetle 35 and secondary bark beetles. Greater understanding of such interactions could provide new management tools, such as the use of beetle monitoring to identify endemic populations of mountain pine beetle on the verge of a population phase transition. ACKNOWLEDGEMENTS I thank B. S. Lindgren, F. R. McKee, and L. M. 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New record of introduced hosts for the mountain pine beetle in California. Research Note PSW-354. United States Department of Agriculture, Forest Service, Pacific Southwest Forest & Range Experiment Station, Berkeley, CA. Turchin, P., P. L. Lorio Jr., A. D. Taylor, and R. F. Billings. 1991. Why do populations of southern pine beetles (Coleoptera: Scolytidae) fluctuate? Environmental Entomology, 20: 401-409. Westfall, J., and T. Ebata. 2009. 2008 summary of forest health conditions in British Columbia. Ministry of Forests and Range, Forest Practices Branch. British Columbia Forest Service, Victoria, British Columbia, Canada. Williams, D. W., and A. M. Liebhold. 1995. Detection of delayed density dependence: effects of autocorrelation in an exogenous factor. Ecology, 76: 1005-1008. Wood, S. L. 1982a. The role of pheromones, kairomones, and allomones in the host selection and colonization behavior of bark beetles. Annual Review of Entomology, 27: 411-446. Wood, S. L. 1982b. Editor. The bark and ambrosia beetles of North and Central America (Coleoptera: Scolytidae), a taxonomic monograph. Brigham Young University, Provo, Utah. 1359p. Wulder, M. A., C. C. Dymond, J. C. White, D. G. Leckie, and A. L. Carroll. 2006. Surveying mountain pine beetle damage of forests: A review of remote sensing opportunities. Forest Ecology and Management 221: 27-41. 43 CHAPTER 3 Spatial associations of mountain pine beetle, Dendroctonus ponderosae, with secondary bark beetles in the endemic to incipient-epidemic phase transition ABSTRACT The mountain pine beetle, Dendroctonus ponderosae Hopkins, is native to western North America and attacks most species of pine in its range. Its population dynamics are characterized by four phases: endemic, incipient-epidemic, epidemic, and post-epidemic. Beetles typically subsist at endemic levels for many years between outbreaks, reproducing in the tissues of weakened or dying trees. Very little attention has been paid to populations at endemic stages, because they do not kill large numbers of healthy trees. This study explored the stand-level spatial interactions of endemic beetles with other bark beetles frequently found in weakened pine hosts. Endemic and incipient-epidemic levels of mountain pine beetle were often positively spatially associated with secondary bark beetles such as Pseudips mexicanus (Hopkins), Orthotomicus latidens (LeConte), Ips pini (Say), Hylurgops porosus (LeConte), and H. rugipennis (Mannerheim). As populations grew, mountain pine beetle shifted from attacking injured and previously colonized hosts to more vigorous hosts in a clustered pattern. The positive spatial associations may indicate a facilitative relationship between endemic mountain pine beetle and other phloem-infesting bark beetles, and provide insight into mechanisms potentially facilitating the transition of the organism from the endemic to incipient-epidemic phase. Key words: phase transition; facilitation; competition; niche partitioning 44 INTRODUCTION The mountain pine beetle, Dendroctonus ponderosae Hopkins, is a bark beetle that exhibits a broad geographic range extending from the upper limits of Mexico northward to northwestern British Columbia, and from the Pacific coast eastward to South Dakota in the United States, and eastern Alberta in Canada (Safranyik and Carroll 2006). A generalist, mountain pine beetle is capable of colonizing nearly every species of native and introduced pine within its range, although lodgepole pine, Pinus contorta (Douglas ex Louden), is considered its principal host (Furniss and Schenk 1969, Smith et al. 1981, Cerezke 1995, Carroll et al. 2004, Safranyik and Carroll 2006). The population dynamics of this insect consists of four phases; endemic, incipient-epidemic, epidemic, and post-epidemic or collapse (Safranyik and Carroll 2006). Mountain pine beetles are typically found at endemic levels, where populations experience significant mortality due to cold winter temperatures and larval desiccation (Amman 1984). Favourable conditions for beetle reproduction include successive warm summers, mild winters, and stress events such as drought (Reid 1963, Safranyik et al. 1974, Thomson and Shrimpton 1983). When such conditions coincide with an adequate number of mature hosts, the beetle may enter the incipient-epidemic phase (Carroll et al. 2006). From the incipient-epidemic phase, beetle populations may progress to outbreak status, where mass attacks coordinated by aggregation pheromones enable the beetles to overwhelm the defenses of healthy, large diameter trees (Wood 1982, Raffa and Berryman 1983). Mountain pine beetles are aided in overcoming the defenses of host trees by innoculating host tissue with 45 mutualistic phytopathogenic fungi (Francke-Grossman 1967, Berryman 1972) transported in specialized cuticular structures called mycangia (Batra 1963, Paine et al. 1997). Fungal growth not only disrupts the defensive capacity of host trees, but may also provide nutritional benefits for phloem-feeding larvae (Bleiker and Six 2007). At outbreak levels, the insects can kill trees over vast regions, exhibiting biome-level consequences (Aukema et al. 2006, Raffa et al. 2008, Kurz et al. 2008). Outbreaks typically collapse when the beetles exhaust the available large-diameter host resources, and/or cold winter temperatures induce sufficient brood mortality to reduce reproduction below the replacement numbers required to sustain an epidemic (Reid 1963, Cole and Amman 1969, Safranyik et al. 1974, Amman 1984). Mountain pine beetle populations thereby return to an endemic level where they will remain, often for decades, until favourable conditions arise again. Our understanding of epidemic populations of mountain pine beetle is considerable, yet little is known about endemic populations or the transition of populations from endemic to incipient-epidemic levels. Even quantification of such populations remains challenging. It was previously thought, for example, that endemic beetles may be found infesting less than one tree in 40.5 hectares of forest (Amman 1984). However, Amman and Schmitz (1988) later referred to endemic populations as those comprising less than one mass-attacked tree per ten hectares. More recently, Carroll et al. (2006) estimated the number of endemic beetles to be less than forty individuals per hectare, and incapable of mass-attacking even a single tree. 46 If endemic beetles are unable to overcome the defences of healthy trees (Raffa and Berryman 1983), they may rely on the presence of other bark beetles as well as other insects and diseases in marginal hosts to facilitate reproduction until the establishment of sufficiently viable populations enables them to overcome healthy trees (Carroll et al. 2006). This hypothesis is not without anecdotal evidence in the literature. For example, endemic levels of mountain pine beetle may utilise a broad spectrum of weakened hosts, and association with other bark beetles has been suggested by DeLeon (1934), Hamel and McGregor (1976), and Goheen and Cobb (1980). Moreover, previous studies have implied positive associations between mountain pine beetle and other host-stressing agents such as the root disease Armillaria mellea (Hinds et al. 1984, Lessard et al. 1985, Tkacz and Schmitz 1986), and dwarf mistletoe Arceuthobium spp. (McCambridge et al. 1982, Rasmussen 1987) In this study I examined the stand-level spatial associations between endemic-level mountain pine beetle and other bark beetles including Pseudips mexicanus (Hopkins), Orthotomicus latidens (LeConte), Ips pini (Say), Hyiurgops porosus (LeConte), H. rugipennis (Mannerheim) and D. murrayanae (Hopkins) over five years in seven lodgepolc pine stands near Mcrritt and Kelowna, British Columbia. In five of these stands, mountain pine beetle transitioned from endemic to outbreak levels over the course of the study. I tested whether mountain pine beetle exhibits spatial dependencies with associated beetles through time, which would suggest that a suite of bole-infesting bark beetles may be key contributors to the development of incipient-epidemic populations of mountain pine beetle. 47 METHODS Refer to Chapter 2, Methods: Study Sites, for source of data. Maps for the locations of all trees inhabited by mountain pine beetle and secondary bark beetles were created using the 'spatstat' package v. 1.13-3 in R v.2.6.2 (Ihaka and Gentleman 1996, Baddeley and Turner 2005, R Development Core Team 2008). Colonized trees were categorized by their respective year and species. Trees that were colonized by mountain pine beetle were further categorized as: resisted attack (where the beetles were pitched out by the tree), strip attack (where only a portion or strip of the bole was attacked), and mass attack (where the majority of the bole was attacked). Logistic regression was used to test Rasmussen's hypothesis (1974) that early emerging mountain pine beetle are more likely to attack trees with prior injury by analysing attacked/unattacked trees as a function of injury status. Spatial point process models were used to evaluate the spatial relationships between trees colonized by mountain pine beetle and those colonized by other bark beetles. The other bark beetles were chosen if they exhibited temporal relationships with mountain pine beetle (Chapter 2). Analyses were conducted when there were two or more instances of colonization by both mountain pine beetle and the secondary species in the stand in that year. New techniques in spatial point process modeling are powerful for discerning potential relationships between species or other biotic and abiotic factors that may otherwise go undetected (Stoyan and Penttinen 2000). Spatial point process models were used to examine the influence of previous years of colonization by other bark beetles on the varying types of mountain pine beetle attack. Furthermore, point process models also examined the 48 effects of these insects colonizing trees the same year as mountain pine beetle, since they flew and were recorded prior to peak mountain pine beetle flight in July and August. Finally, the number of trees mass-attacked by mountain pine beetle were examined with respect to strip attacks in years t and t-\. The response variable for each model, a spatially-explicit estimated density of trees colonized by mountain pine beetle (A), was measured as the number of trees bearing attacks by mountain pine beetle (either resisted attack, strip attack, mass attack, or a combination) per square meter of stand area. Covariates (here, the location of attacks by other bark beetles) were converted from point locations to density surfaces prior to fitting. This process incorporates a Gaussian kernel density smoother as a representation of the point process defined within the boundary of each stand (Cressie 1991, Baddeley and Turner 2000). A periodic border correction was tested for a subset of models, but not utilised, as results proved robust to methods with a default edge border correction. Parameters in these spatial point process regression models were estimated using maximum pseudolikclihood methods. Significance of individual variables was judged by statistical comparison to a homogenous model, i.e., one estimating only an intercept or a constant intensity of resisted, strip, or mass attack by mountain pine beetle across the site, by examining the change in deviance relative to a % 2 reference distribution. Where I sought to examine additive effects of multiple variables, a comparison of nested models was performed by examining the change in deviance relative to a x, 2 reference distribution. Models were compared using Akaike's Information Criterion (AIC), and models with the lowest AIC 49 values were judged to fit best (Akaike 1973). Spatial analyses to determine the extent of clustering of strip and mass attack by mountain pine beetle were performed using Ripley's K functions. Simulation envelopes were used to construct a 95% confidence interval (n - 999 simulations). Trees were judged to be "clustered" if falling above the upper limits of this interval about the empirical function, but spatially "inhibited" if below the interval (Ripley 1981). RESULTS The populations of mountain pine beetle in five of stands (denoted A, B, C, F and E) underwent a transition from endemic to incipient-epidemic levels over the course of the study, as the number of trees strip- and mass-attacked by mountain pine beetle increased each year in these four stands (Tables 3.1 and 3.2). In stands in which populations of mountain pine beetle did not erupt (D and G), the number of trees strip- and mass-attacked by mountain pine beetle reached a small peak in 2004 and dropped substantially the following year (Tables 3.1 and 3.2). The number of trees strip- and mass-attacked by mountain pine beetle in stand E increased from 2002 to 2003 (Tables 3.1 and 3.2). Due to the large increase in populations between these years (likely due to immigration and not endogenous stand dynamics), this stand was dropped from censusing after 2003. Many of the trees strip-attacked by mountain pine beetle prior to the population phase transition showed evidence of colonization by other species of bark beetle and/or some form of injury such as a broken or forked top, a scarred trunk, a thin crown, an infection of dwarf mistletoe (Arceuthobium spp.), an attack by mountain pine beetle greater than ten years prior, 50 or some other form of injury (Table 3.1; see Carroll et al. (2006) for a more detailed list of injuries). For the stands in which a phase transition from endemic to incipient-epidemic levels was occurring (i.e., stands A, B, C, and F), the number of trees strip-attacked by mountain pine beetle with injuries and/or secondary colonization began to decline in the final year of the study. During the transition from endemic to incipient-epidemic levels, many mass-attacked trees were also previously colonized by secondaries and/or possessed some form of injury (Table 3.2). Once populations of mountain pine beetle were established at the incipient-epidemic level however, the insects rarely mass-attacked trees that had been previously colonized by other species of bark beetles. 51 Table 3.1: Number of lodgepole pine trees strip-attacked by mountain pine beetle in seven stands in southern British Columbia, 1999-2005. Within the subset of these trees, the numbers bearing injuries and/or any one or multiple colonizations of other bark beetles (Dendroctonus murrayanae, Hylurgops spp., Ips pini, Orthotomicus latidens, Pseudips mexicanus) are listed. Stand No. Trees Year 1999 2000 2001 2002 2003 2004 2005 A Strip attacks 4 9 17 25 37 32 70 Injured 4 9 17 22 18 14 9 Other bark beetles 0 3 10 18 11 10 10 B Strip attacks Injured Other bark beetles C Strip attacks Injured Other bark beetles D 3 2 0 11 8 3 27 24 16 37 30 19 52 36 9 2 2 1 5 4 4 5 5 3 4 3 21 5 1 65 6 1 14 9 10 17 7 12 3 Strip attacks Injured Other bark beetles Strip attacks Injured Other bark beetles 13 9 0 16 13 5 61 21 5 Strip attacks Injured Other bark beetles 1 0 0 2 1 0 18 6 7 25 12 12 41 8 7 Strip attacks Injured Other bark beetles - 4 3 2 12 3 8 21 7 18 2 0 1 - 52 Table 3.2: Number of lodgepole pine trees mass-attacked by mountain pine beetle in seven stands in southern British Columbia, 1999-2005. Within the subset of these trees, the numbers bearing injuries and/or any one or multiple colonizations of other bark beetles (Dendroctonus murrayanae, Hylurgops spp., Ips pini, Orthotomicus latidens, Pseudips mexicanus) are listed. Stand Year No. Trees 1999 2002 2004 2005 2000 2001 2003 A Mass attacks 0 1 6 99 296 6 65 Injured 0 5 33 28 1 4 33 4 Other bark beetles 0 1 4 11 0 3 B C D E F G Mass attacks Injured Other bark beetles 1 1 0 0 0 0 3 3 2 38 25 8 129 83 11 _ _ - - Mass attacks Injured Other bark beetles _ 2 2 2 2 2 2 2 1 1 23 6 4 45 6 1 205 14 0 Mass attacks Injured Other bark beetles - 0 0 0 0 0 0 5 4 3 11 9 7 11 4 6 6 0 4 Mass attacks Injured Other bark beetles _ 5 3 2 36 18 9 322 68 9 - _ - 0 0 0 - - Mass attacks Injured Other bark beetles - _ - - 0 0 0 5 3 2 24 13 11 47 19 9 191 44 1 _ 0 0 0 0 0 0 0 1 11 6 6 14 3 6 4 1 2 Mass attacks Injured Other bark beetles - - - Emergence by mountain pine beetle in this study prior to late-July flight periods was rare; less than 2% of all trees colonized by mountain pine beetle were attacked between June and mid-July. The likelihood that beetles attacked an injured host was higher with beetles that flew earlier vs. later (71.4% vs. 34.2%, P(attack injured host) = exp 092157x /l+exp 092 157x, where x = 1 if late and 0 otherwise; Z2576 = -4.57 for estimate of time coefficient; P <0.0001). Spatial Analyses Mountain pine beetle and other bark beetles in the bole-infesting assemblage were found occupying the same, or nearby, host trees in all stands. Significant spatial associations between trees bearing strip-attack by mountain pine beetle and secondary bark beetle colonization were generally uniform throughout stands undergoing a population eruption and are summarized using stand B as a representative case (Table 3.3). Due to the extensive nature of this study, the remaining stands have been placed in Appendix C (see Appendix C: Tables C.1-C.6). In the two stands where mountain pine beetle did not erupt to epidemic population levels, other bark beetles such as P. mexicanus, and O. latidens were often found in close proximity with mountain pine beetle, sometimes even sharing the same host tree (Appendix C: Tables C.3, C.6). These spatial associations, however, were not as numerous as those found in stands undergoing a population phase transition (Appendix C: Tables C.l, C.2, C.4, and C.5). 54 Table 3.3: Association of trees colonized by other bark beetles on the locations of trees stripattacked by mountain pine beetle from 2000 to 2003 in a lodgepole pine stand of southern British Columbia (Stand B). The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. For example, the estimated density of strip attack by mountain pine beetle in 2001 in locations where all secondaries colonized trees at a rate of 0.0005/m2 or 5 trees/ha is e x p ( 1146 + 38™*o°o°5) = 0.0001 or 1 tree/ha. Significant models are listed in order of best fit for each year. 2 Insect Intercept P-value Year Slope AIC x 2000 2000 Est. SE -10.05 0.30 -11.46 0.88 Strip attack 2001 All secondaries 2001 H. spp. 2001 -9.15 0.19 -11.14 1.01 -10.51 0.74 3870 1849 7177 3568 Strip attack All secondaries P. mexicanus O. latidens P. mexicanus All secondaries 2002 2002 2002 2002 2001 2001 -8.84 -10.08 -9.98 -9.99 -10.22 -10.47 0.16 0.63 0.60 0.61 0.71 0.85 1506 2699 4530 5461 3201 Strip attack H. spp. H. spp. P. mexicanus I. pini All secondaries All secondaries P. mexicanus O. latidens 2003 2003 2002 2003 2003 2003 2002 2002 2003 -8.50 -11.46 -10.57 -11.17 -10.70 -10.95 -10.96 -10.51 -9.49 0.14 0.6 i 0.42 0.62 0.49 0.57 0.66 0.61 0.34 28745 17534 8839 32277 3865 2846 4585 6264 Strip attack P. mexicanus Est. SE 0.03 245.11 242.58 4.40 4.29 0.04 0.04 550.22 547.73 547.84 696 1274 2196 2605 1579 5.21 5.15 4.63 4.48 4.11 0.02 0.02 0.03 0.03 0.04 729.95 726.62 726.68 727.20 727.34 727.71 5016 2869 1770 6007 772 685 1251 1709 44.11 38.89 34.13 32.69 32.63 21.63 17.35 13.88 <0.0001 <0.0001 <0.000l <0.0001 <0.000l <0.0001 <0.0001 0.0002 989.68 947.38 952.61 957.37 958.80 958.86 969.86 974.14 977.61 31786 16262 55 4.49 In all stands, the locations of trees strip-attacked by mountain pine beetle were associated with all trees colonized by other bark beetles considered as a whole. Cohabitation or host sharing between endemic levels of mountain pine beetle and all secondary bark beetles is exemplified by stand A in 2002 (Fig. 3.1). Often, however, the locations of trees strip-attacked by mountain pine beetle could be predicted by knowing the locations of trees colonized by only one species of bark beetle, rather than the entire complex. For example, the locations of strip-attacked trees were associated most frequently with colonization by P. mexicanus (e.g., similar AIC values for models with all secondaries vs. P. mexicanus; Table 3.3: 2000, 2002, 2003). However, trees strip attacked by mountain pine beetle also appeared to be positively associated with colonization by Hylurgops spp., primarily in the earliest years of study (Table 3.3: 2001; Appendix C: Tables C.l, C.2, C.4 and C.5), and with the locations of O. latidens (Table 3.3: 2002 and 2003; Appendix C: Tables C.l, C.2, C.5 and C.6). Fewer significant spatial associations between trees colonized by /. pint, and D. murrayanae and those strip-attacked by mountain pine beetle were apparent, however. 56 x = other bark beetles 2002 o =D ponderosae 2002 %> < 340m 0 15 * > X X > o x -, 770m Figure 3.1: Locations of trees strip attacked by mountain pine beetle, and colonizations by Dendroctonus murrayanae, Hylurgops spp., Ips pint, Orthotomicus latidens, and Pseudips mexicanus in southern British Columbia, stand A, 2002. Colonizations by mountain pine beetle and other bark beetles comprise approximately 0.12 and 1.3% of the 19,500 pine trees in stand A respectively. 57 Although most associations between mountain pine beetle and other bark beetles were positive, strip attacks by mountain pine beetle following the endemic to incipient-epidemic transition in stand A were negatively associated with /. pini, P. mexicanus and Hylurgops spp. (Appendix C: Table C.l) in the final years of study. In stand E, there was also a weak negative association between P. mexicanus and trees that were strip-attacked by mountain pine beetle in 2002 (Appendix C: Table C.4). Trees that were strip-attacked in one year were frequently mass-attacked by mountain pine beetle the following year, as there were significant positive associations between stripattacked and mass-attacked trees (Table 3.4). In stands where no population phase transition of mountain pine beetle was apparent (stands D and G), there were no significant associations between strip attack and mass attack by mountain pine beetle. In 2001, when populations of mountain pine beetle were still at endemic or early incipient-epidemic levels, trees that exhibited strip attacks, although closely associated with other bark beetles, were scattered in a random pattern throughout the stand (empirical line of Ripley's K function is within simulation envelope. Fig. 3.3). However, as populations of mountain pine beetle began to transition from endemic to incipient-epidemic levels, trees that were strip- or mass-attacked began to be found in clusters (visual representation in Fig. 3.2, Ripley's K function above simulation envelope in 3.4, and see Appendix C: Figs. C.l-C.4). Clustering, of strip- and mass-attacked trees as the outbreak progressed was very pronounced in all stands except two (results not shown; stands D and G). 58 Table 3.4: Association of trees strip-attacked by mountain pine beetle on the location of mass attacks from 2002 to 2005 in a lodgepole pine stand of southern British Columbia (Stand B). The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the estimated density of trees colonized per square meter. Significant models are listed in order of best fit for each year. Insect Year x1 Mass attack Strip attack Strip attack 2002 2002 2001 Intercept Est. SE -8.81 0.16 -11.24 0.68 -10.74 0.63 Slope Mass attack Strip attack Strip attack 2003 2003 2002 -7.59 -8.85 -9.88 0.09 0.20 0.36 Mass attack Strip attack Strip attack 2004 2003 2004 -6.17 -6.78 -6.57 0.04 0.09 0.07 2418 266 8407 1123 79.08 52.22 <0.0001 <0.0001 7620.12 7541.18 7568.04 Mass attack Strip attack Strip attack 2005 2005 2004 -4.93 -6.62 -5.23 0.02 0.07 0.04 949 6479 32 615 959.50 104.5 <0.0001 <0.0001 21915.37 20953.26 21808.26 Est. 13798 3385 15449 4494 4557 530 13067 1801 59 P-value AIC <0.0001 0.0002 747.60 729.12 735.92 <0.0001 <0.0001 2217.79 2147.39 2155.71 SE 20.35 13.55 71.95 63.62 x = strip attack 2002 o = mass attack 2003 xo ° x X % 0 X 0 «o 0 340m 0 0 i* 0 0 0 0 X x 0 X X < < X rfo X 770m Figure 3.2: Location of trees strip attacked by mountain pine beetle in 2002, and mass attacked in 2003 in southern British Columbia, stand A. Strip and mass attacks comprise approximately 0.12 and 0.33% of the 19,500 lodgepole pine trees in stand A respectively. 60 uppci — — — — theoretical •i\1 0 cJZ--"" 1 20 1 40 _ — 1 60 -T80 Figure 3.3: Ripley's K function for trees strip-attacked by mountain pine beetle in 2001 for stand A. Observed estimate is shown by the black solid line, the upper and lower limits of the 95% confidence interval are shown by the green and blue dashes respectively. The theoretical estimate for a point process displaying complete spatial randomness is shown by the red dashes. The focal distance (r) on the x-axis is represented in metres. 61 , . . # « *. uppci *— •— * lowei —. — — ihcoicli^al _ 20 _ J -r - -r- 40 60 Figure 3.4: Ripley's K function for trees strip-attacked by mountain pine beetle in 2004 for stand A. Observed estimate is shown by the black solid line, the upper and lower limits of the 95% confidence interval are shown by the green and blue dashes respectively. The theoretical estimate for a point process displaying complete spatial randomness is shown by the smooth red dashes. The focal distance (r) on the x-axis is represented in metres. 62 DISCUSSION Colonization of hosts by bark beetles, particularly endemic-level mountain pine beetle, poses an ecological paradox (Light et al. 1983). At epidemic levels, mountain pine beetle reproduce in the tissues of vigorous hosts; however, such hosts are unavailable to the insects at endemic levels (Raffa and Berryman 1983). Therefore, endemic mountain pine beetle appear to rely on hosts unable to mount defensive responses capable of displacing the insects. Such hosts may include trees with root disease (e.g., Armillaria spp.), or dwarf mistletoe (e.g., Arceuthobium spp.) (McCambridge et al. 1982, Hinds et al. 1984, Lessard et al. 1985, Tkacz and Schmitz 1986, Rasmussen 1987). Although the level of root rot in our stands was low, the level of dwarf mistletoe was quite high. Many trees colonized by endemic mountain pine beetle possessed some form of injury or disease, with the most common being a broken top or dwarf mistletoe. Colonizing trees with injury or disease poses a challenge, however. Weakened trees are often infested by secondary bark beetles (Amman and Schmitz 1988), such that endemic populations of mountain pine beetle and secondary bark beetles frequently inhabit the same types of hosts (Bartos and Schmitz 1998). In this study, not only did mountain pine beetle and secondary bark beetles inhabit the same types of hosts, but they frequently inhabited hosts together (Fig. 3.1). Selecting hosts that offer the best opportunity for survival may involve a degree of compromise where the probability of survival in a poorly defended host is higher, but the mortality cost due to interspecific competition is potentially higher as well. The presence of such a diverse and abundant assemblage of bark beetle species in all 63 stands may be an indicator of relaxed levels of competition, however (Ratchke 1976). Competition can be reduced through strategies such as niche partitioning, for example (Byers 1989, Raffa 1991, Schlyter and Anderbrant 1993, Amezaga and Rodriguez 1998, Ayres et al. 2001). Amman and Schmitz (1988) suggest that the lower 30 to 60 cm of the bole may be freely available to mountain pine beetle when associated with other bole-infesting bark beetles. Moreover, Ayres et al. (2001) suggest that high numbers of interspecific associations may benefit the rarest species, such as endemic levels of mountain pine beetle in the present example. This study provides evidence that the effects of competition as a mortality factor may be most pronounced as populations of mountain pine beetle transition to epidemic levels versus remaining at the endemic level. For example, there were only a few significantly positive spatial associations found between mountain pine beetle and /. pini, and the two insects colonized different hosts once mountain pine beetle entered the incipient-epidemic phase (Appendix C: Table C.l). This is consistent with observations that mountain pine beetles at epidemic levels may be outcompcted by /. pini (Bergvinson and Borden 1991, Rankin and Borden 1991, Safranyik et al. 1999, Boone et al. 2008). In contrast, endemic populations of mountain pine beetle may benefit from close associations with bole-infesting heterospecifics. The majority of trees co-colonized by mountain pine beetle and other bark beetles contained P. mexicanus, Hylurgops spp., and/or O. latidens species. Seasonal phenologies of these bark beetle species (Chapter 2; Schenk and Benjamin 1969, Miller and Borden 1985, Safranyik et al. 2004, Furniss and Kcgley 2008, 64 Smith et al. 2009) indicate that mountain pine beetle colonized these trees following colonization by heterospecifics. The benefits of colonizing trees with established heterospecifics may include increased nutritional quality of the host (Hodges et al. 1968, Ayres et al. 2000, Bleiker and Six 2007), favourable moisture regulation due to extensive fungal innoculation (Reid 1963, Whitney 1971, Amman 1977), reduced likelihood of predation (Abrams et al. 1998, Ayres et al 2001, Aukema and Raffa 2004), and/or decreased probability of mortality due to exhaustion of host defenses (Christiansen et al. 1987, Carroll et al. 2006). For example, Ips spp. may colonize diseased trees prior to mountain pine beetle, further weakening the host and/or altering host physiology, potentially resulting in the production of chemicals attractive to Dendroctonus species (Hodges et al. 1968, Goheen and Cobb 1980). Moreover, Smith (2008) found that endemic level populations of mountain pine beetles reared with P. mexicanus in naturally infested host tissues developed more quickly, produced more offspring, and were not significantly different in size, than those reared on their own. Carroll et al. (2006) also found that phloem consumption by endemic mountain pine beetle was positively influenced by phloem consumption of secondary bark beetle species belonging to the bole-infesting assemblage. In summary, these results are consistent with a model in which the colonization dynamics of mountain pine beetle change as populations increase. Early emerging beetles attack hosts with injury or attack from a previous year (Rasmussen 1974), particularly in endemic populations where very few conspecifics are present (Reid et al. 1967). Colonization of such trees, co-colonized by other bole-infesting bark beetles (Hamel and 65 McGregor 1976, Furniss and Carolin 1977, Goheen and Cobb 1980, Amman and Schmitz 1988, Carroll et al. 2006, Safranyik and Carroll 2006) may enable the insect to evade a strong defensive response by the host. Such associations permit access to hosts, and, if these weakened trees are in close spatial proximity, mountain pine beetle may then produce enough offspring to strip-attack trees that are injured and/or colonized by other species of bark beetles, or even mass-attack healthy neighboring trees (Eckberg et al. 1994, Logan et al. 1998). Clustering of trees strip-attacked by mountain pine beetle, evident in stands undergoing a transition from endemic to incipient-epidemic levels, appeared to precipitate mass attacks in neighbouring trees, as trees adjacent to successfully attacked hosts are likely to become the foci of aggregation (Geiszler et al. 1980, Raffa and Berryman 1987, Eckberg et al. 1994). We note, however, that although the switch from trees with secondary colonization or injury to healthy hosts is believed to be density-dependent (Carroll et al. 2006), spatial analyses suggest that the behavioural shift in host colonization by mountain pine beetle is not immediate, as the clustering process begins before epidemic levels have been reached. Before mountain pine beetle reached the incipient-epidemic level, many trees harboring other species of bark beetles and/or some form of injury were mass attacked. Prolonged endemic behaviour may suggest genetic differences between beetles attacking weakened trees and those attacking more vigourous hosts, as has been proposed in the spruce beetle D. ntfipennis (Kirby) system (Wallin and Raffa 2004). Persistent endemic behaviour may also be the product of varying phenotypes within the population whose tolerance for population densities 66 differ (Chitty 1958, Chitty and Phipps 1966). As the numbers of endemic beetles grow, beetles phenotypically less tolerant of increasing densities may be prone to dispersal and seek an alternative habitat such as healthy trees, leading to epidemic behaviour. Spatial analyses within this study, in conjunction with the studies by Carroll et al. (2006) and Smith (2008), lend additional support to an emerging theory of facilitation. It is unknown how widespread such mechanisms of phase transitions may be in bark beetle systems. In the southern pine beetle system, for example, the southern pine beetle D. frontalis (Zimmerman) may benefit from associations with the secondaries /. avulsus (Eichhoff) and /. calligraphus (Germar) that potentially help overcome tree resistance (Wagner et al. 1985, Flamm et al. 1987). This theoretical framework of shifting patterns of colonization by mountain pine beetle from trees previously colonized by secondaries to fewer and fewer hosts with secondaries and/or putative vigour impairing injuries, marked by the formation of clusters of strip and mass attacks, suggests points of intervention that could be exploited for beetle management. For example, the positive associations apparent between mountain pine beetle and secondary bark beetles within weakened host trees suggest one reason why thinning operations may be effective in preventing outbreaks (Mitchell et al. 1983, Larsson et al. 1983, Raffa and Berryman 1986, Powell et al. 1998, Negron and Popp 2004). However, the benefits of thinning are only realized if the risk of migration into the stand is low, as healthy trees may still be overcome by large populations of mountain pine beetle migrating into a stand. This phenomenon likely occurred in 2003 in stand E, for example. Furthermore, thinning 67 operations must remove material suitable for secondary bark beetle reproduction, as population levels of secondaries may increase post-thinning (Kegley et al. 1997, Hindmarch and Reid 2001), which may lead to further associations with endemic level mountain pine beetle. ACKNOWLEDGEMENTS I thank B. S. Lindgren, F. R. McKee, and L. M. Poirier of the Forest Insect Research Group, University of Northern British Columbia, for insight on this project. I also thank H. M. de la Giroday for help with the implementation of the statistical platform for spatial modeling. Funding for the project was provided by the Natural Sciences and Engineering Research Council of Canada as well as Genome BC. 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Annual Review of Entomology, 27: 411-446. 76 CHAPTER 4 Spatial associations of the bark beetles Dendroctonus murrayanae, Hylurgops spp., Ips pini, Orthotomicus latidens and Pseudips mexicanus in lodgepole pine stands of southern British Columbia ABSTRACT Non-eruptive bark beetles can be important agents of tree mortality that serve to thin aging stands. Thinning of forests of lodgepole pine, Pinus contorta (Douglas ex Louden) is of particular interest, because outbreaks of mountain pine beetle, Dendroctonus ponderosae Hopkins, may be minimized in such stands. This study examines the spatial associations between the non-eruptive bark beetles D. murrayanae (Hopkins), Hylurgops porosus (LeConte), H. rugipennis (Mannerheim), Ips pini (Say), Orthotomicus latidens (LeConte), and Pseudips mexicanus (Hopkins) in seven lodgepole pine stands in British Columbia from 2002 to 2005 while D. ponderosae was transitioning from endemic to incipient-epidemic population phases. Trees colonized by O. latidens and P. mexicanus were located in close proximity in all stands; in fact, these species were frequently colonizing the same host trees. Trees colonized by Hylurgops spp. and P. mexicanus displayed similar spatial patterns, but not as frequently as the former. The majority of trees colonized by these insects exhibited some form of injury. Identifying the nature of interactions between bark beetles within the bole-infesting assemblage may further our understanding of the propensity for stands to harbour low density populations of mountain pine beetle and ultimately undergo an outbreak. Key words: competition; niche partitioning; pine engravers; forest management 77 INTRODUCTION Bark beetles (Coleoptera: Curculionidae, Scolytinae) are important disturbance agents in forest ecosystems. Eruptive species may undergo intermittent population explosions resulting in landscape-level mortality (Raffa et al. 2008). The vast majority of bark beetle species, however, do not undergo such dramatic population changes, but instead subsist in weakened, dying, and dead trees (Rudinsky 1962, Wood 1982a). Although the number of vigour impaired or unthrifty trees containing phloem suitable for reproduction within a stand is often limited (Berryman 1973, Anderbrant et al. 1985), increased resource availability due to stress events, such as drought, may facilitate rapid growth in these non-eruptive bark beetle populations (Hopping and Mathers 1945, Rudinsky 1962, Mattson and Haack 1987, Kelsey and Joseph 2001, Berg et al. 2006). These "secondary" bark beetles are vital components of forest ecosystems, beneficial to forest succession, and essential to the perpetuation of vigorous trees (Lundquist 1995, Jones et al. 1997). A diverse number of bark beetles have been identified inhabiting lodgepole pine, Finns contorta (Douglas ex Louden), forests within western North America (Bright 1976, Safranyik et al. 2004, Carroll et al. 2006). Bark beetle species that may be found in British Columbia, Canada, include Dendroctonus murrayanae (Hopkins), Hylurgops porosus (LeConte), H. rugipennis (Mannerheim), Ips pint (Say), Orthotomicus latidens (LeContc), and Pseudips mexicamis (Hopkins). Each of these insects, like mountain pine beetle, Dendroctonus ponderosae Hopkins, during its endemic population phases, is often associated with the boles of weakened pine hosts. Collectively, they are termed the bole-infesting bark 78 beetle assemblage (Safranyik and Carroll 2006). Thinning is considered to be one of the few effective management options to reduce the growth rate and outbreak potential of eruptive species of bark beetles (e.g., see review by Fettig et al. 2007). There is a wide body of empirical evidence in support of thinning to reduce outbreak extent in the mountain pine beetle system in both stands of lodgepole and ponderosa pine, Pinus ponderosa (Douglas ex Lawson) (Sartwell and Stevens 1975, Mitchell et al. 1983, Larsson et al. 1983, Raffa and Berryman 1986, McGregor et al. 1987, Negron and Popp 2004, Whitehead and Russo 2005). The mechanisms by which thinning reduces bark beetle populations are multi-causal, and may include changes in microclimate within a stand (Amman et al. 1988, Hindmarch and Reid 2001), as well as increases in host vigour within the remaining trees released from competition (Mitchell et al. 1983, Raffa and Berryman 1986). It thus stands to reason that growing populations of bole-infesting bark beetles may influence the development of endemic and incipient-epidemic levels of mountain pine beetle not only through within-tree competition for resources, but also through natural stand attenuation or thinning. In this chapter, I examined the spatiotemporal dynamics of the non-eruptive assemblage of bark beetles in the years preceding an outbreak of mountain pine beetle in several stands of lodgepole pine in British Columbia, Canada. Many of these species reproduce in phloem not utilized by the eruptive species of bark beetles during an outbreak (Safranyik et al. 1974, Furniss and Carolin 1977, Wood 1982b), such that subsequent postoutbreak numbers of these insects may kill small-diameter trees (Furniss and Carolin 1977, 79 Paine et al. 1997, Steed and Wagner 2008). Less is known however, about population dynamics of these insects in years preceding a large outbreak of mountain pine beetle. The relationship between secondary bark beetles and mountain pine beetle is complex, as activity by non-eruptive bark beetles may facilitate populations of endemic mountain pine beetle rather than putatively increase stand resistance (Carroll et al. 2006, Smith et al. 2009; Chapter 3). To gain an understanding of how these insects potentially mediate dynamics of outbreaking species, we first need to understand the behaviour within their assemblage. To that end, this chapter examined the spatial interactions of the bole-infesting non-eruptive bark beetle assemblage prior to the eruption of populations of mountain pine beetle at a withinstand level. I examined whether the guild shares a comon resource, and, if so, exhibits a consistent sequence of activity. I also examined whether there is an association between putative vigour-impairing injuries and colonization. Answers to these questions of predisposing factors and colonization sequences may shed light on the mechanisms by which bark beetles erupt (Aukema et al. 2010, Boone et al. 2010 in press), and, by extenstion, may suggest new tactics for their management. METHODS Seven field sites were established in southern British Columbia and monitored for bark beetle activity by exhaustively censusing each tree. Trees colonized by bark beetles were then visually evaluated for injury such as a broken or forked top, a scarred trunk, a thin crown, an infection of dwarf mistletoe (Arceuthobium spp.), an attack by mountain pine beetle greater than ten years prior, or some other form of injury/suppression. For a detailed 80 description, see the Methods section of Chapter 2. Maps of all trees colonized by secondary bark beetles were created using the 'spatstat' package v.1.13-3 in R v.2.6.2 (Ihaka and Gentleman 1996, Baddeley and Turner 2005, R Development Core Team 2008). Colonization of trees by secondary bark beetles was analysed by year and species. For all stands, with the exception of stand D, the secondaries included O. latidens, P. mexicanus, I. pini, H. porosus, and H. rugipennis. Hylurgops porosus and H. rugipennis are collectively termed Hylurgops spp. Ips pini were not analyzed in stand D due to low numbers. Dendroctonus murrayanae was analyzed in stands D and G, where sufficient numbers existed. Analyses were conducted only when there were at least two trees colonized by each species of secondary bark beetle in a given year. Spatial point process models were used to evaluate the spatial relationships between secondary colonization events within each stand. New techniques in spatial point process modeling are quite powerful for discerning potential relationships between species or other biotic and abiotic factors that may otherwise go undetected (Stoyan and Penttinen 2000). Each spatial point process model incorporated previous years of colonization as well as colonization occurring in the same year. The response variable for each model, a density (A), was measured as the number of trees bearing colonization of a given species per square meter in a given year. For example, a spatially-explicit estimated density of O. latidens colonization was measured as the number of trees bearing O. latidens attack per square meter in any given year. In a model with O. latidens as a response, covariates could include the locations of colonization by O. latidens and all other secondaries in the preceding year, as well as all 81 other secondaries in that same year. All covariates were converted to spatially-explicit density surfaces (i.e., the average number of trees colonized in a given area in a given stand) prior to fitting using a Gaussian kernel density smoother (Cressie 1991, Baddeley and Turner 2000). Parameters in these spatial point process regression models were estimated using maximum pseudolikelihood methods. The significance of individual variables were judged by statistical comparison to a homogenous model, i.e., one estimating only an intercept or a constant intensity of secondary bark beetle colonization across the stand, by examining the change in deviance relative to a % 2 reference distribution. Models were compared using Akaike's Information Criterion (AIC), and models with the lowest AIC values were judged to fit best (Akaike 1973). RESULTS The colonization of lodgpepole pine trees by secondary bark beetles within study stands was generally quite low. Between 0.2% (stand C), and 3% (stand D) of the available host trees were colonized by secondary bark beetles over the seven year study (see Appendix A Table A.I). These estimates were calculated based on the number of secondary bark beetle attacks, the size of each stand in hectares, the average density of trees per hectare, and the percent of lodgepole pine within each stand. The number of injured trees was much higher, however. The mean injury rate of trees across all stands was 48%. Seventy-four percent of colonization by secondary bark beetles across all stands occurred in trees possessing at least one putative vigour-impairing injury (Table 4.1), such as a broken or forked top, a scarred trunk, a thin crown, an infection of dwarf mistletoe {Arceuthobiuin spp.), an attack by 82 mountain pine beetle greater than ten years prior, or some other form of injury or suppression. Patterns and sequences of colonization between secondary bark beetle species were generally consistent among all seven stands. To simplify data presentation, results of analyses are presented primarily from stand A (1999-2005). Other than some information on D. murrayanae in stand D, which is also reported, analyses of the remaining stands for all species are found in Appendix D. Pseudips mexicaniis and O. latidens frequently colonized the same host trees in the same year (Tables 4.2 and 4.3). A visual representation of this cluster pattern is provided in Fig. 4.1, where approximately 0.6% and 0.4% of the trees in the stand were colonized by P. mexicaniis and O. latidens, respectively, in 2002 (Fig. 4.1 A). Orthotomicus latidens also colonized trees inhabited by P. mexicaniis in previous years, estimated to be approximately 78 trees throughout the stand in 2002 (Fig. 4.IB). Pseudips mexicaniis also re-attacked trees quite frequently (Fig. 4.2). The locations of trees colonized by O. latidens in a previous year were a good predictor of the presence of O. latidens colonization in a subsequent year, indicative of reattack or colonization of neighbouring pine hosts (Table 4.2, and see Appendix D: Tables D.3-D.5). However, the best inference on the locations of trees colonized by O. latidens in a given year were the locations of trees previously attacked by P. mexicaniis as judged by lower AIC values for these models (Table 4.2). Pseudips mexicaniis had a tendency to inhabit hosts colonized either previously or 83 concurrently by Hylurgops spp. particularly in the earlier years of study in each stand (Tables 4.3 and 4.4, Fig. 4.3A, and see Appendix D: Tables D.6-D.18). Trees colonized by Hylurgops spp. were near trees colonized by O. latidens in the same year and/or in future years (Tables 4.2 and 4.4, Fig 4.3B). However, Hylurgops spp. were generally not found in trees that had been colonized by O. latidens previously. Rather, O. latidens appeared to colonize hosts already inhabited by Hylurgops. Positive associations between trees colonized by /. pini and those colonized by any other secondary species under investigation were apparent, and are detailed in Appendix D (Tables D.18-D.22). The locations of trees colonized by /. pini were often proximate to those colonized by P. mexicanus, such that the two were frequently found utilizing the same host trees (Table 4.5, Fig. 4.4). There were, however, solitary instances when the location of/. pini colonization was negatively associated with colonization by each of P. mexicanus, O. latidens, and Hylurgops spp. (Appendix D: Tables D.10, D.18, D.20). However, spatial analyses at the stand-level across years provided little evidence of inhibition between /. pini and other secondary bark beetles. D. murrayanae colonization was present in low numbers in most stands, and was incorporated into spatial analyses in stands D and G only. Spatial analyses indicated that the locations of D. murrayanae could not be consistently explained by knowing the locations of other species of bark beetles, although D. murrayanae would occasionally colonize trees containing P. mexicanus (Appendix D: Table D.9), Hylurgops spp. (Appendix D: Table D.18) and /. pini (Appendix D: Table D.22). Once D. murrayanae had colonized a tree, it appeared 84 to re-attack the same tree or neighbouring trees (Table 4.6). 85 Table 4.1: Number of lodgepole pine (Pinus contorta) trees colonized by one or more species of secondary bark beetle (Dendroctonus murrayanae, Hylurgops spp., Ips pini, Orthotomicus latidens, and/or Pseudips mexicanus) and, within those same trees, the number bearing injuries within seven stands in southern British Columbia. No. Trees Year Stand 1999 2002 2005 2000 2001 2003 2004 Secondaries 193 96 A 9 20 157 263 130 64 9 155 256 138 Injured 18 88 B C D E F G Secondaries Injured _ 27 25 123 116 196 187 136 107 _ _ - - Secondaries Injured - 11 10 43 40 36 34 13 8 14 5 11 0 Secondaries Injured _ _ _ - - - 4 4 14 9 17 7 3 1 Secondaries Injured _ 25 23 91 71 235 168 _ _ - 2 0 - - Secondaries Injured - _ _ - - - 26 18 59 38 171 95 94 59 Secondaries Injured - - - - 1 1 19 9 137 75 314 158 160 73 - 86 Table 4.2: Best explanatory models for the location of Orthotomicus latidens colonization from 2001 to 2005 in lodgepole pine of stand A in southern British Columbia. The line in bold represents an intercept-only model; i.e., modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the density estimate of trees colonized by a given species per square meter. For example, the estimated density of O. latidens colonization in 2002 in locations where Pseudips mexicanus colonized trees at a rate of 0.0005/m2 or 5 trees/ha. is e X p ( 9 7 1 + 2324x000(b) = 0.0002 or 2 trees/ha. For each, year significant models are listed in order of best fit. 2 Insect Year Intercept Slope P-value AIC x Est. O. latidens O. latidens 2001 2000 -9.14 -9.42 SE 0.22 0.26 O. latidens P. mexicanus H. spp. P. mexicanus H. spp. 2002 2002 2002 2001 2001 -7.85 -9.71 -8.70 -9.22 -8.50 0.11 0.34 0.21 0.32 0.24 O. latidens P. mexicanus P. mexicanus H. spp. 2003 2003 2002 2003 -8.12 -9.78 -9.07 -8.54 0.13 0.53 0.35 0.21 O. latidens P. mexicanus H. spp. H. spp. 2004 2004 2003 2004 -8.72 -10.52 -9.54 -9.36 0.18 0.48 0.30 0.28 O. latidens 2005 P. mexicanus 2005 P. mexicanus 2004 -8.55 -10.00 -9.57 0.16 0.37 0.39 Est. 13531 2324 4784 2916 2548 3027 1286 3357 3495 11489 8346 4509 2152 87 SE 3943 351 797 555 737 881 399 1091 714 2440 2268 800 663 8.43 44.45 29.88 26.26 11.57 13.38 10.20 8.09 23.09 19.44 11.14 23.09 9.77 0.004 427.85 421.43 <0.0001 <0.0001 <0.0001 0.0007 1347.67 1305.23 1319.80 1323.43 1338.11 <0.001 <0.001 0.004 1060.31 1048.94 1052.13 1054.23 <0.000l <0.0001 0.001 623.96 602.87 606.52 614.83 <0.0001 0.002 727.51 699.84 719.75 Table 4.3: Best explanatory models for the location of Pseiidips mexicanus colonization from 2000 to 2005 in lodgepole pine of stand A in southern British Columbia. The line in bold represents the null model for each year; i.e., no explanatory variable (reflected by the absence of an estimated slope) thus modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the density estimate of trees colonized by a given species per square meter. For each year significant models are listed in order of best fit. 2 Insect P-value Year Intercept Slope AIC x SE 0.30 0.44 Est. SE P. mexicanus H. spp. Est. 2000 -9.79 2000 -10.43 12882 4193 7.30 0.01 239.29 233.99 P. mexicanus H. spp. P. mexicanus P. mexicanus 2001 2001 2000 2001 -7.81 -8.59 -8.03 -8.07 0.11 0.24 0.14 0.17 3019 3180 3587 720 1087 1539 17.04 7.06 5.04 <0.0001 0.01 0.02 1394.67 1379.65 1389.62 1391.64 P. mexicanus O. latidens H. spp. P. mexicanus H. spp. I. pini 2002 2002 2002 2001 2001 2002 -7.33 -8.40 -8.13 -8.43 -7.90 -7.64 0.09 0.20 0.18 0.24 0.18 0.14 <0.0001 <0.0001 <0.0001 <0.0001 0.003 2134.93 2091.58 2103.83 2108.67 2121.66 2128.03 P. mexicanus O. latidens H. spp. 2003 2003 2003 -7.63 -8.33 -7.90 0.10 0.25 0.16 2110 2247 648 923 10.33 5.31 0.001 0.02 1641.69 1633.38 1638.40 P. mexicanus O. latidens H. spp. H. spp. O. latidens 2004 2004 2003 2004 2003 -7.81 -8.45 -8.29 -8.18 -8.45 0.11 0.19 0.17 0.17 0.27 3027 7521 9602 1915 595 1662 2994 711 21.25 18.23 9.43 7.06 <0.0001 <0.0001 0.002 0.01 1394.67 1375.43 1378.45 1387.26 1389.63 P. mexicanus O. latidens P. mexicanus H. spp. 2005 2005 2004 2005 -8.31 -9.70 -9.25 -8.53 0.14 0.33 0.34 0.17 <0.0001 0.001 0.01 896.01 863.10 887.73 890.20 2242 6736 2365 2270 2418 341 1152 434 571 769 5429 908 1975 594 13711 4420 88 45.38 33.13 28.29 15.30 8.93 34.92 10.29 7.82 Table 4.4: Best explanatory models for the location of Hylurgops spp. colonization from 2001 to 2004 in lodgepole pine of stand A in southern British Columbia. The line in bold represents the null model for each year; i.e., no explanatory variable (reflected by the absence of an estimated slope) thus modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the density estimate of trees colonized by a given species per square meter. For each year significant models are listed in order of best fit. 1 Intercept Insect Year Slope P-value AIC x SE 0.18 0.48 0.49 0.23 Est. SE 9137 2923 4095 1727 857 1567 H. spp. 0. latidens P. mexicanus P. mexicanus 2001 2001 2001 2000 Est. -8.72 -10.64 -10.09 -9.01 H. spp. P. mexicanus O. latidens H. spp. P. mexicanus 0. latidens 2002 2002 2002 2001 2001 2001 -9.24 -11.23 -10.67 -10.42 -10.66 -9.75 0.23 0.70 0.55 0.55 0.64 0.35 2479 2873 6058 3020 3582 710 819 2231 1111 1461 H. spp. P. mexicanus 0. latidens 0. latidens P. mexicanus 2003 2002 2003 2002 2003 -9.99 -13.37 -12.22 -11.58 -12.38 0.33 1.25 1.02 0.81 1.52 3857 5886 3142 4263 1126 2135 1186 2430 H. spp. 0. latidens H. spp. 2004 -10.39 2003 -12.96 2003 -11.47 0.41 1.32 0.74 6610 13870 89 2667 5534 <0.0001 0.001 0.02 623.96 598.39 614.90 620.59 12.46 11.53 7.05 7.03 4.98 0.0004 0.001 0.01 0.01 0.03 391.10 380.64 381.57 386.05 386.07 388.12 13.56 7.84 6.61 3.73 0.0002 0.01 0.01 0.05 199.76 188.20 193.92 195.15 198.03 0.01 0.02 138.70 134.19 135.13 27.57 11.06 5.38 6.52 5.58 Table 4.5: Best explanatory models for the location of Ips pini colonization from 2001 to 2003 in lodgepole pine of stand A in southern British Columbia. The line in bold represents the null model for each year; i.e., no explanatory variable (reflected by the absence of an estimated slope) thus modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the density estimate of trees colonized by a given species per square meter. For each year significant models are listed in order of best fit. Intercept Est. SE -9.70 0.29 -10.99 0.79 Slope Est. SE x1 P-value AIC 2763 1399 3.70 0.05 258.77 257.07 2002 2002 2002 2001 -9.14 -10.55 -10.31 -9.60 0.22 0.52 0.60 0.34 2829 1554 5964 777 661 2795 12.39 5.43 4.09 0.0004 0.02 0.04 427.85 417.46 424.42 425.77 2003 I. pini P. mexicanus 2003 2003 0. latidens -9.54 -11.65 -10.78 0.27 1.17 0.71 3790 3525 1890 1672 4.75 4.35 0.03 0.04 297.25 294.51 294.91 Insect Year /. pini 2001 P. mexicanus 2001 I. pini O. latidens P. mexicanus I. pini 90 Table 4.6: Best explanatory models for the location of Dendroctonus murrayanae attack from 2003 and 2005 in lodgepole pine of stand D in southern British Columbia. The line in bold represents the null model for each year; i.e., no explanatory variable (reflected by the absence of an estimated slope) thus modeling a constant density of insects across the stand. Subsequent lines reflect whether the location of each listed insect and year provides inference on the location of the insect studied relative to this constant density. A positive estimate for a slope reflects positive spatial association, while a negative estimate reflects spatial inhibition at a between-tree scale. The response variable for each equation is log(A), where A is the density estimate of trees colonized by a given species per square meter. For each year significant models are listed in order of best fit. Insect Year D. murrayanae 2003 D. murrayanae 2002 Intercept Est. SE -8.69 0.23 -9.65 0.54 D. murrayanae 2005 D. murrayanae 2004 -8.45 -9.26 0.20 0.46 Slope Est. SE 8976 3232 91 3484 1479 % 4.56 4.03 P-value AIC 0.03 370.12 367.33 0.05 455.78 453.46 x = P. mexicanus 2002 o = 0. latidens 2002 ## 340m 0