MORPHOLOGICAL AND MOLECULAR ASSESSMENT OF ECTOMYCORRHIZAL COMMUNITIES ASSOCIATING WITH BLACK SPRUCE (PICEA MARIANA (MILL.) BSP) IN WETLAND AND UPLAND FORESTS IN CENTRAL BRITISH COLUMBIA by Susan Robertson B.Sc., The University of Calgary, 1990 THESIS SUBMITTED IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE DEGREE OF MASTER OF SCIENCE in NATURAL RESOURCES AND ENVIRONMENTAL STUDIES © Susan Robertson, 2003 THE UNIVERSITY OF NORTHERN BRITISH COLUMBIA June 2003 All rights reserved. This work may not be reproduced in whole or in part, by photocopy or other means, without the permission of the author. 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Ni la thèse lû des extraits substantiels de celle-ci ne doivent être imprimés ou autrement reproduits sans son autorisation. 0 -6 12 -84 628-8 CanadS APPROVAL Name: Susan Robertson Degree: Master of Science Thesis Title: MORPHOLOGICAL AND MOLECULAR ASSESSMENT OF ECTOMYCORRHIZAL COMMUNITIES ASSOCIATING W ITH BLACK SPRUCE {PICEA MARIANA (MILL.) BSP) IN WETLAND AND UPLAND FORESTS IN CENTRAL BRITISH COLUMBIA Examining Committee: Chair: Dr. Robert Tait Dean of Graduate Studies UNBC f! Hugues M&s^cotte Associate Professor, F o r e s ^ Program UNBC Comntttfee M em ber P y P a u l Sanborn Associate ProfessorTForestry Program UNBC Committee Member: Dr. Arthur Fredeen Associate Professgy, Forestry Program UNBC Coj^fmttee Member: Dr. Keith Egger ifessor, Biology Program UNBC Committee Menroér: Craig DelOT Landscape Ecologist, Ministry ^ f b r e s t s Northern Interior Forest Region (Prince George, BC) External Examiner: Dr. Michael Rutherford Associate Professor, Environmental Science & Engineering Programs UNBC Date Approved: ABSTRACT Ectomycorrhizal (ECM) symbioses form one of the primary systems for nutrient and energy exchange in northern coniferous forests. ECM communities consist of a diverse array of fungal species that exhibit variable patterns of distribution and abundance, depending on host plant species, soil properties, and environmental factors. Using morphological (microscopy) and molecular (PGR-RFLP) techniques, this study describes ECM community composition and diversity of black spruce across its habitat range in BC’s central interior. Habitats included pure black spruce and mixed spruce - tamarack wetlands and black spruce - pine upland forests. Black spruce was found to form ECM with a diverse community of fungal species, several of which were limited to one or two habitats. Although ECM community composition varied between habitats, the total number of types (morphological and molecular) did not. This study emphasizes the importance of sampling across a habitat range to describe ECM communities associated with a particular host species. TABLE OF CONTENTS Abstract..................................................................................................................................................ii Table of Contents................................................................................................................................iii List of Tables........................................................................................................................................ v List of Figures...................................................................................................................................... vi Acknowledgements........................................................................................................................... vii Introduction........................................................................................................................................ 1 Literature R e vie w ..............................................................................................................................5 Ectomycorrhizae.................................................................................................................................. 5 Definition, classification and structure.........................................................................................5 Functions and benefits of symbioses..........................................................................................6 ECM fungal communities....................................................................................................................9 Composition and diversity.............................................................................................................9 Factors that alter diversity in ECM communities......................................................................10 Host specificity and receptivity..............................................................................................10 Environmental gradients......................................................................................................... 13 Disturbance and other factors............................................................................................... 15 Methods of studying ECM communities.........................................................................................16 Morphological techniques (microscopy)................................................................................... 16 Molecular techniques (PCR-RFLP)........................................................................................... 17 Measuring ECM community structure and diversity...............................................................18 Black spruce as an ECM host......................................................................................................... 21 Distribution.....................................................................................................................................21 Habitat preferences.....................................................................................................................22 Morphology and growth.............................................................................................................. 23 ECM fungal associates............................................................................................................... 26 References......................................................................................................................................... 29 Morphological Characterization of Ectomycorrhizal Communities Associating with Black Spruce {Picea mariana) in Wetland and Upland Forests In the Central Interior of B C ....................................................................................................................................37 Abstract...............................................................................................................................................37 Introduction........................................................................................................................................ 38 Methods and Materials.....................................................................................................................41 Site descriptions.......................................................................................................................... 41 Seedling sampling and vegetation and soil analyses............................................................ 47 Fungal sporocarp sampling........................................................................................................ 48 Seedling harvest and ECM characterization...........................................................................49 Analysis of morphological d a ta ..................................................................................................50 Results................................................................................................................................................ 51 Seedling and site characteristics............................................................................................... 51 ECM morphotype occurrence, frequency and abundance.................................................... 56 ECM community diversity...........................................................................................................62 Discussion.......................................................................................................................................... 62 ECM morphotype occurrence and abundance........................................................................62 ECM community structure and diversity...................................................................................72 References......................................................................................................................................... 78 Molecular Characterization of Ectomycorrhizai Communities Associating with Biack Spruce {Picea mariana) in Wetiand and Upland Forests in the Centrai interior of B C ....................................................................................................................................84 Abstract...............................................................................................................................................84 introduction........................................................................................................................................ 85 Methods and Materiais.....................................................................................................................87 ECM sample collection for molecular analysis and DNA extraction.....................................87 DNA amplification and restriction endonuclease digestion................................................... 88 Analysis of molecular data......................................................................................................... 90 DNA extraction, amplification and restriction endonuclease digestion................................ 92 Cluster analysis of fragment patterns for ECM morphotypes...............................................93 Molecular diversity within ECM morphotypes.......................................................................... 99 Habitat effects on ECM genotype distribution and diversity.................................................. 99 Discussion........................................................................................................................................ 101 Molecular diversity: genotype and ECM community variation across habitats................ 101 Molecular diversity within ECM morphotypes........................................................................104 Identification of ECM Species..................................................................................................108 References....................................................................................................................................... 109 Conclusions....................................................................................................................................112 Appendix I. Types of vegetation compared between sites in spruce - tamarack wetland (T), spruce-dominated wetiand (W) and spruce - pine upland forest (U) habitats in central BC...................................................................................................................................................... 116 Appendix II. Descriptions of black spruce ECM morphotypes from black spruce tamarack wetland (T), black spruce-dominated wetland (W) and black spruce - pine upland forest (U) habitats in central BC....................................................................................... 118 Appendix III. Unrooted neighbor joining tree generated from restriction fragment patterns of black spruce ECM morphotypes. The tree shows the relationships between ECM morphotypes, genotypes and habitat of origin (spruce - tamarack wetiand [T], sprucedominated wetland [W] and spruce - pine upland forest [U] habitats) in central BC............125 IV LIST OF TABLES Table 2.1. Locations, biogeocllmatlc ecological classification (BEC) (DeLong etal. 1994) and site characteristics of the 9 study sites (T = black spruce - tamarack wetland sites; W = black spruce-dominated wetland sites; U = black spruce - pine upland forest sites).................................................................................................................... 42 Table 2.2. ANOVA comparisons of mean % carbon, % nitrogen, C:N ratio, available phosphorus and pH between habitats based on combined samples from each site (n=3).............................................................................................................................................53 Table 2.3. Treatment effects, percent abundance (mean ± SB) and frequency of occurrence (%) for ECM morphotypes of black spruce growing in three habitats. ECM morphotypes are presented in order of decreasing overall frequency rank........... 58 Table 2.4. ANOVA comparisons of diversity indices (Margalef, Shannon, Shannon evenness and Simpson) between habitats based on calculations for each seedling (n=15)...........................................................................................................................................62 Table 3.1. Habitat (black spruce - tamarack (T) wetlands, black spruce-dominated (W) wetlands, and black spruce - pine (U) upland forests) and approximate fragment sizes (bp) of the amplified ITS region for black spruce ECM morphotypes and genotypes....................................................................................................................................95 Table 3.2. Diversity values (Shannon, Simpson and Phi) for 14 ECM commonly occurring on regenerating black spruce in three habitats....................................................99 Table 3.3. Mean diversity values (Shannon, Simpson and Phi indices) for molecular genotypes of ECM from three black spruce habitats......................................................... 100 LIST OF FIGURES Figure 2.1. Map (left) of British Columbia showing the study area (orange square) in the BBS biogeoclimatic zone in central BC (shading indicates the provincial range of black spruce). Map (right) showing approximate locations of 9 black spruce study sites ( I = black spruce - tamarack wetland sites; W = black spruce-dominated wetland sites; U = black spruce - pine upland forest sites) in the Prince George Forest District............................................................................................................................. 43 Figure 2.2. Photographs showing examples of three black spruce habitats in central BC: A. mixed black spruce - tamarack wetland (T) habitat; B, black sprucedominated wetland (W) habitat; C, black spruce - lodgepole pine upland forest (U) habitat.......................................................................................................................................... 46 Figure 2.3. Bar graph showing mean (±SE) number of ECM morphotypes compared to mean (±SE) number of potential ECM host vegetation (within 0.5 m of seedlings) for each site (black spruce - tamarack wetlands [T sites], black spruce-dominated wetlands [W sites] and black spruce - pine upland forests [U sites]). ECM morphotype bars labelled with the same letter are not significantly different...................54 Figure 2.4. ECM morphotypes described on black spruce from three habitats in central BC. A - Lactarius 1 ; B - Cortinariaceae 1; C - Piloderma', D - Thelephoraceae-like 4; E - Tomentella] F - Tomentella-Wke 1 (outer mantle); G - MRA 1 (outer mantle); H - Amphinema (outer mantle with emanating hyphae).......................................................... 55 Figure 2.5. Log-transformed rank-abundance plot of the overall ECM fungal community of black spruce. The morphotype abundance rank order, beginning with Cenococcum, corresponds to the order on the y-axis of Figure 2.7..................................59 Figure 2.6. Comparison of rank-abundance of ECM morphotype communities of black spruce in three habitats (black spruce - tamarack wetlands [T sites], black sprucedominated wetlands [W sites] and black spruce - pine upland forests [U sites]), using log abundance plotted against ranked morphotype abundance in each habitat...59 Figure 2.7. Comparison of ECM morphotype abundance (proportion of the community represented by each morphotype per habitat) between three black spruce habitats. ECM morphotypes are ranked in order of overall decreasing abundance from bottom to top (excluding the non-mycorrhizal type)............................................................. 61 VI ACKNOWLEDGEMENTS I would like to express my thanks to several people for their support and guidance throughout this study. I especially thank my supervisor, Dr. Hugues Massicotte, who contributed hours of encouragement and discussion and kept me from straying too far from my study objectives. Committee members, Dr. Keith Egger, Dr. Paul Sanborn, Dr. Art Fredeen and Craig DeLong, provided expertise on molecular, soil, vegetation and field sampling issues. I particularly thank Dr. Egger for keeping me on track while Dr. Massicotte was away on sabbatical. I am greatly indebted to Jen Catherall who not only provided invaluable field and lab assistance, but also acted as a sounding board for thesis and general life matters. Her excellent advice to always carry banana bread as well as her expertise in spotting edible mushrooms and berries always made trips to field sites enjoyable despite the mosquitoes. Kei Fujimura and Susan Gibson helped with molecular issues and made lab 403 a fun place to work. Cam Grose helped with computer problems and trouble-shooting on updated phylogenetic software. I am very grateful to Linda Tackaberry for initial training in morphological techniques, as well as for editing my thesis and helping me see the bigger picture amongst all the details. I also thank Julie Deslippe for her fascination with all things microbial and for engaging me in hours of interesting discussion, microbial and otherwise. Finally, special thanks to Andy Kendrick and Misha for their constant love and support and for reminding me about life on the outside. In addition, this study would not have been possible without financial support provided by the Natural Science and Engineering Research Council of Canada (NSERC) through a research grant to Dr. Massicotte. Also, the University of Northern British Columbia provided travel grants, field vehicles and laboratory facilities. vii Introduction Biodiversity is the term adopted to explain all aspects of biological diversity, including species richness (taxonomic diversity), ecosystem complexity (functional diversity) and genetic variation (genetic diversity) (Zak and Visser 1996). The United Nations Conference on Environment and Development at Rio de Janeiro (1992) recognized the planet’s dependence on gene, species, population and ecosystem diversity and the serious threats that biodiversity declines pose to human development (Andrén and Balandreau 1999). High diversity has been related to healthy ecosystem function and may provide the means for ecosystems to adapt to changes in environmental conditions such as global climate change, fire, outbreaks of insect or pathogen attacks, or forestry practices. Soil probably harbors most of the undiscovered biodiversity on earth and the microbial communities within the rhizosphere (zone surrounding plant roots) account for much of the diversity of northern coniferous forests (Amaranthus 1998; Tiedje et al. 1999). In these forests, most plants belonging to the families Pinaceae, Fagaceae and Betulaceae normally form mutualistic associations with diverse communities of filamentous fungi known as ectomycorrhizal fungi (Kendrick 1992). The nature of these symbioses is the transfer of poorly accessible, inorganic nutrients (nitrogen and phosphorus) from fungi to plants in exchange for photosynthetically derived, energy-rich carbon compounds to fuel fungal metabolic processes and growth (Harley and Smith 1983; Allen 1991). Ectomycorrhizae (ECM) are essential components of forest ecosystems because of their central role in plant growth and survival, biogeochemical cycling, soil structure, forest food webs, and buffering capacity against environmental stress (Colpaert and van Tichelen 1994; Amaranthus 1998). Because of their ubiquitous nature and vital importance to plant and soil biology, the focus of recent research has been to describe ECM communities at the taxonomic and genetic levels 1 to attempt to gain some understanding of functional diversity. There are two major reasons why it is important to understand which fungi are able to form ECM with which plants. First, fungi vary in their ability to form ECM or enhance plant nutrient uptake when grown with different plant species and under different environmental conditions (Molina etal. 1992b; Gehring et al. 1998). Second, species diversity of fungi appears to be high when host plant species diversity is relatively low (Bruns 1995; Gehring etal. 1998). These contributions have advanced our understanding of how ECM communities can vary across different habitats and geographic locations, as well as change in response to environmental changes at scales varying from large disturbance events to local differences in soil characteristics (Haug and Oberwinkler 1987). Applications of such information might include improvements to forestry practices, such as avoiding soil compaction or avoiding the removal of all major réfugia for fungal inoculum (Jones et al. 2003). Ecosystem recovery programs (such as silviculture or phytoremediation) may also benefit by planting seedlings inoculated with ecologically adapted ECM fungi. ECM communities can be described by the number of species present (richness), the relative abundance (evenness) of each species, and the physiological role that each species plays in the environment and in interaction(s) with other species (Tiedje etal. 1999). Several recent studies have used a combination of morphological and molecular techniques to describe ECM communities in natural ecosystems. The use of light microscopy to directly examine ECM roots allows certain morphological features to be used to taxonomically group ECM into families, genera or species (Agerer 1987-2002; Ingleby etal. 1990; Goodman et al. 1996); microscopy has the advantage of being relatively inexpensive and enables one to assess large numbers of roots in a short period of time (Taylor et al. 2000). Molecular (PCR-RFLP) analysis has the advantage of being largely independent of environmental effects and of being able to improve upon the resolution of ECM identification through comparisons to reference databases (Egger 1995; Horton and Bruns 2001). In a comparison of methods for assessing diversity of hybrid spruce ECM, Mah etal. (2001) found that morphotyping may have underestimated ECM diversity, but identified rare types that did not amplify properly during the PCR analysis. Studies that incorporate both morphological and molecular data provide better descriptions and interpretations of diversity than those that focus on just one approach (Moritz and Hillis 1996). This study describes the community structure and diversity of ECM associated with naturally regenerating black spruce {Picea mariana (Mill.) BSP) across its habitat range in the subboreal spruce (SBS) zone of BC’s central interior using both morphological (light microscopy) and molecular (PCR-RFLP) techniques. The specific objectives of this study were: 1. To describe the ECM associated with naturally regenerating black spruce seedlings in the Sub-Boreal Spruce (SBS) zone of central BC using morphological techniques (light microscopy). 2. To compare the structure and diversity of black spruce ECM communities between three habitats, including both black spruce-dominated and black spruce - tamarack {Larix iaricina (Du Roi) K. Koch) wetland forests, as well as black spruce - lodgepole pine {Pinus contorta Dougl. ex Loud. var. iatifoiia ) upland forests. 3. To describe and compare the molecular diversity (using PCR-RFLP analysis) of ECM communities associating with naturally regenerating black spruce seedlings across the three habitats and within each characterized fungal morphotype. 4. To confirm the characterization and improve on the resolution of identified ECM morphotypes by comparing restriction fragment profiles generated from a representative sub-sample of roots from the same morphotype. To also compare these fragment patterns to those in reference databases and descriptions published in the literature. Literature Review ECTOMYCORRHiZAE Definition, classification and structure Mycorrhizae are mutualistic symbioses (based on a bidirectional exchange of nutrients) between fungi and plant roots (Smith and Read 1997). There are seven currently recognized groups of mycorrhizae, including the vesicular-arbuscular, ectomycorrhizal, ectendomycorrhizal, ericoid, arbutoid, monotropoid and orchid types. These groups are distinguished based on the fungal and plant taxa involved, as well as on differences in structure and physiology of the associations (Allen 1991 ; Molina et al. 1992b; Smith and Read 1997; Ursic and Peterson 1997). All but the ectomycorrhizae exhibit intracellular colonization of the root cortical cells to some extent and, except for the intermediate ectendomycorrhizal type, were formerly classified as endomycorrhizae. In ectomycorrhizae (ECM), fungal hyphae (the main fungal structures) form a sheath (mantle) around the absorptive areas of growing root tips, which changes fine root morphology (increased thickness, root bifurcation and clustering) for more efficient nutrient transfer between fungus and plant host (Read 1997; Smith and Read 1997). From the mantle, inwardly growing hyphae penetrate the root and grow between the epidermal and cortical cells, producing an intricate netlike structure (the interface of nutrient exchange) known as the Hartig net (Smith and Read 1997). In basidiomycetes, hyphal strands contiguous with the mantle extend into the surrounding soil where they join with the extensive networks of soil mycelia and form essential pathways for nutrient and water transport and connections with fungal fruiting bodies (sporocarps) (Smith and Read 1997). ECM are characteristic of forest trees and shrubs growing in areas where nitrogen (N) and phosphorus (P) availability is seasonal or intermittent and tend to inhabit the acidic litter layers near the soil surface (Allen 1991; Brundrett 1991; Isaac 1992; Kendrick 1992). ECM fungal colonization has been related to soil moisture, nutrients, organic matter, and pH, with ECM fungi preferring moist but well-drained soils with high organic matter content, low N and P availability, and acidic pH (McAfee and Fortin 1989; Thormann etal. 1999). Functions and benefits o f symbioses ECM symbioses between plants and fungi play some central roles in important ecosystem processes and functions (Brundrett 1991; Read 1991; Cornelissen etal. 2001). The structure of ECM not only increases the root absorbing area for greater efficiency of carbon and nutrient exchange between symbionts, but also increases the root area in contact with the soil (Rygiewicz and Andersen 1994). Nitrogen (and to a lesser degree P) is the most important determinant of plant growth and productivity in northern forests (Smith and Read 1997). Ammonium (NH 4^) is the predominant form of N available to plants, but when soils are relatively acidic, cold, or poorly aerated, the rate of ammonification is generally low, so most N is present in organically-bound forms (Smith and Read 1997). Through increased root absorptive area and soil volume explored, ECM plants have greater access to previously inaccessible sources of inorganic N (N H /) and P in the soil. Colonized roots may also have different uptake properties (such as a lower Michaelis constant [Km]), as uncolonized roots do not absorb P as efficiently (Tinker 1984). Recent molecular studies have revealed that some fungal species previously regarded (in evolutionary terms) as decomposers of woody debris are both frequent and abundant components of ECM communities (Hibbett et al. 2000; Kôijalg et al. 2000). These fungi possess proteolytic enzymes involved in the decomposition of organic material and may provide host plants with access to both simple and complex organic forms of N and P (Read 1991 ; Smith and Read 1997; Read and Perez-Moreno 2003). Future research is required to assess the roles of ECM fungi capable of degrading recalcitrant compounds in nutrient cycling in forest ecosystems. The benefits of ECM symbioses to plant hosts have been reported in numerous studies. ECM plants have been shown to exhibit increased growth and survival (Gagnon etal. 1988), enhanced rooting (Stein etal. 1990), and greater resistance to soil-borne diseases (Morin et al. 1999) when compared to non-mycorrhizal plants. Furthermore, the plants require less fertilizer and appear to be better able to withstand environmental pollution, stress, and transplant shock than non-mycorrhizal plants (Anderson 1988; Kendrick 1992; Colpaert and van Tichelen 1994). Some plants are unable to become established or grow normally without an appropriate fungal partner (Harley and Smith 1983). Different species of ECM fungi exhibit phenotypic variation with respect to nutrient transfer and uptake, storage capacity, and promotion of host growth (Haug and Oberwinkler 1987; Bruns 1995). Therefore, it is likely that, for a plant to receive the maximum benefits of ECM symbiosis, it must be associated with the best fungal partner for the environmental conditions present (Haug and Oberwinkler 1987). From bioassay experiments using PInus sylvestris L. and Betula pendula Roth, Jonsson et al. (2001) recently reported that the effects of ECM symbiosis on host productivity depend on context-specific factors including plant host species, fungal species richness and composition, and soil nutrient regime. Growing root tips release considerable amounts of photosynthetically-derived carbon (C) into the soil, which plays an important role in soil aggregation, nutrient availability and uptake, and microorganism nutrition (Darrah 1991). ECM fungi require C for sustaining existing fungal biomass (on root tips and in the soil) and for producing new fungal biomass, and acquire most of their C from their plant partners (Harley and Smith 1983; Soderstrom 1992). Cornelissen etal. (2001) suggest that ECM strategies are linked with low ecosystem c turnover based on intermediate seedling relative growth rates, high foliar N and P content, and intermediate to poor litter decomposition rates as compared to different types of plants harboring ericoid and arbuscular mycorrhizae. Rygiewicz and Andersen (1994) revealed a reduction in overall C retention due to increased C in the roots and higher rates of belowground respiration in a mycorrhizal coniferous seedling (ponderosa pine and Hebeloma crustuliniforme) microcosm experiment. The key role of ECM in 0 cycling (particularly in the positive feedback loop between plant growth rate, leaf and litter quality, and decomposition rate) may have important repercussions for the 0 gains and losses of ecosystems and thus for the 0 budget at regional and global scales (Read 1991 ; Cornelissen etal. 2001). Nutrients are not only exchanged in one plant - one fungus systems, but have been shown to be translocated through soil mycelial networks between the same and different species of plants and fungi (Finlay and Read 1986a, b; Simard etal. 1997). In growth chamber experiments, Finlay and Read (1986b) found that P accumulated in mycorrhizal roots of one plant before being transported to shoots of other plants connected through the mycelial network. The distance of translocation was limited only by the size of the growth chamber. It was evident from this study that the plant’s investment of C as fuel for fungal metabolic processes provided the potential for exploitation of the soil P resources (Finlay and Read 1986b). Radiolabelled C-transfer has been demonstrated between Sitka spruce {Picea sitchensis (Bong.) Carr.) and pine species {Pinus contorta Dougl. ex Loud, and P. sylvestris) in microcosm experiments (Finlay and Read 1986a) and between paper birch {Betula papyrifera Marsh.) and Douglas-fir {Pseudotsuga menziesii (Mirb.) Franc.) in the field (Simard etal. 1997). Similarities in ECM communities of lodgepole pine {Pinus contorta var. Iatifoiia), white spruce {Picea giauca (Moench) Voss.) and subalpine fir {Abies iasiocarpa (Hook.) Nutt.) may also indicate potential for hyphal linkages between different plant species (Kranabetter et al. 1999). ECM FUNGAL COMMUNITIES Composition and diversity Communities are assemblages of species within a defined area and are described in terms of the species present (composition and richness) and their relative abundance (Egger 1995). At least 5000-6000 species of fungi are involved in ectomycorrhizal associations, representing about 10% of all known soil fungi (Molina etal. 1992b; Smith and Read 1997). Most ECM fungi are members of the Basidiomycota, with some representation within the Ascomycota and Zygomycota (Smith and Read 1997). Molecular dating places the basidiomycetes at about 125 million years old, which is about four times younger than the zygomycetes (that form vesicular-arbuscular mycorrhizae) that appear to have originated with land plants (Hibbett et al. 2000). Phylogenetic analyses reveal that ECM fungi are not a monophyletic group (i.e. originate from several independent lineages), and symbiosis with plants has been convergently derived (and perhaps lost) many times over millions of years (Bruns 1995; Hibbett etal. 2000). Some taxa are closely related to wood-decaying saprobes, some are thought to have wood-rotting ancestors, and some are related to other saprobictaxa (Tanesaka etal. 1993; Hibbett etal. 2000). Evolutionarily, this variation in ability to degrade wood could have made possible spéciation to avoid competition between closely related species that would otherwise use the same resources and occupy the same niche (Tanesaka etal. 1993). Community diversity is the variation in species assemblages within a community, and can be high (many species with relatively even abundance) or low (few species with relatively uneven abundance) (Bruns 1995; Miller 1995). Diversity results from resource partitioning. disturbance, competition, or interactions with other organisms. It is important to understand factors influencing diversity on a local scale because niche and guild structure among different fungal species may provide information furthering the understanding of the functional significance of ECM diversity (Bruns 1995). ECM fungal communities appear to exhibit high diversity, even within small areas where factors that tend to alter diversity (e.g. host specificity, regional soil differences, climatic differences, and large-scale disturbances) are fairly constant (Bruns 1995; Gehring etal. 1998). This high ECM fungal diversity may provide individual trees and entire forests with a range of strategies for efficient functioning in an array of plant-soil systems (Amaranthus 1998). There is still much remaining to be investigated in this area of research. In field surveys involving various coniferous hosts, species richness (number of ECM types described) has been reported to vary from less than 10 to greater than 50 (Danielson and Pruden 1989; Bradbury 1998; Bradbury etal. 1998; Flynn etal. 1998; Arocena etal. 1999; Hagerman etal. 1999a; Kranabetter etal. 1999; Mah etal. 2001). Bruns (1995) found a range of 20-35 fungal species for several small sites with homogeneous environmental conditions and occupied by a single host species. Studies generally report ECM community structures consisting of few very abundant fungal species and many less abundant or rare species (Kranabetter etal. 1999; Taylor etal. 2000; Kranabetter and Friesen 2002). Factors that alter diversity in ECM communities Host specificitv and receotivitv The composition of ECM communities may include several types of ECM fungi, depending on the specificity of the host and the fungus (Egger 1995). ECM fungi form associations with about 30 families of plants, including many important timber species within the Pinaceae, Betulaceae, Fagaceae and Dipterocarpaceae (Smith and Read 1997). Often, 10 specific host characteristics determine the presence and abundance of fungal species (Samson and Fortin 1986). Host specificity refers to the range of plants with which fungal species can form functional ECM, and varies from narrow (genus- or family-specific) to broad (several different orders or classes) (Molina et al. 1992a, b). Many fungal genera show relatively even distribution along the host range spectrum. Host receptivity refers to the range of fungi with which a host plant can form functional ECM, varying from those plants receptive to few to those receptive to many fungal symbionts (Molina et al. 1992b). Host receptivity is difficult to measure, although measurements of the fungal diversity associated with a particular host may indirectly reflect this receptivity. Host-specific fungi provide biological mechanisms to partition soil resources and provide nutrients to specific plant species, but are restricted by the ecological tolerances of their hosts (Brundrett 1991 ; Molina et al. 1992b). For example, Suillus grevlllei is consistently associated with tamarack over diverse environmental conditions ranging from bogs to weiidrained sandy sites (Samson and Fortin 1986). Although host-specific fungi show strongly specialized relationships with specific plants in nature, they have been induced to associate with other genera in pure culture (Molina etal. 1992b). Samson and Fortin (1986) grew tamarack seeds in sterile vermiculite and inoculated plantlets with fungi cultured from sporocarps collected beneath tamarack or black spruce stands. ECM fungi previously identified as sporocarp-specific to Larix species under field conditions showed faster and better ECM development with this host, indicating some degree of host specialization. Eight of the 12 fungi collected in the vicinity of black spruce also formed ECM with tamarack. Massicotte et al. (1994) reported that some Rhizopogon species that were restricted to one host in monoculture were able to extend their host range to a nearby (companion) plant in dual culture. This study shows, at least in pure culture and pot experiments, that the presence of companion plants appears to influence the ability of some less host-specific 11 fungi to colonize neighboring plants by first developing on a primary host, and then spreading onto a secondary host (Walker 1987; Massicotte et al. 1994; Massicotte etal. 1999). Walker (1987) suggested that pines and larches may be more easily colonized than spruces, and that whereas some fungi may be unable to establish symbioses with spruces alone, they may succeed if pines or larches are present to provide a source of inoculum (the spruce mixture effect). In natural systems, ecological specificity may be more important than host specificity, as companion plants may influence the ability of ECM fungi to colonize neighboring plants (Massicotte etal. 1999). Fungal mycelia extending from ectomycorrhizal fine roots of mature trees are thought to be an important source of inoculum available to regenerating or outplanted seedlings (Finlay and Read 1986a; Hagerman etal. 1999). The inoculum potential of a fungal mycelium may depend on whether it is linked to a compatible host (Massicotte etal. 1994). Overlaps in host compatibility (i.e. lack of host specificity) permit fungi to connect inter- and intra-specific combinations of host plants through a common mycelial network (Finlay and Read 1986a; Molina etal. 1992a, b; Read 1997; Simard et al. 1997). These mycorrhizal guilds are groups of plants and fungi sharing compatibilities and forming a functional unit in space and time (Massicotte et al. 1999). Linkages play a key role in mycorrhizal community structure and dynamics as they are important for nutrient flow via mycorrhizal mycelia. It has been suggested that hosts such as red alder {Alnus rubra Bong.) and Douglas-fir, which often form pure stands early in their succession, tend to form specific associations with ECM fungi, while species such as western hemlock [Tsuga heterophylla (Raf.) Sarg.), which grows in the shaded understory of other trees, tend to form non-specific interactions (Kropp and Trappe 1982). 12 Environmental gradients Host plant community composition may not accurately reflect fungal community composition, especially across sites with heterogeneous soil conditions (Gehring etal. 1998). Environmental gradients help explain patterns of fungal species distribution across landscapes (O’Dell at al. 1999). For example, the growth responses of different ECM fungi vary with soil moisture content, and both drought and waterlogging can be limiting factors to ECM formation (Stenstrom 1991). In waterlogged soils, oxygen deficiency is expected to slow or prevent ECM formation due to inhibition of fungal aerobic metabolic processes (Tinker 1984; Walker 1987; Stenstrom 1991). The accompanying changes in soil chemistry and redox potential also may favor the accumulation of compounds toxic to fungi (Isaac 1992). In vitro experiments to examine the effect of brief flooding on mycorrhizal formation were conducted by Stenstrom (1991). She found that different groups of ECM fungi varied in their susceptibility to flooding, and also that waterlogging was not associated with fungal oxygen deficiency, possibly because many forest fungi have hydrophobic mycelia, which may provide air pockets in the soil. The effect of dry soil conditions on ECM fungi is not well understood. In greenhouse and field experiments with Norway spruce {Picea abies (L.) Karst.), Feil etal. (1988) found that drought conditions did not completely inhibit ECM growth, but resulted in an increased branching density of very fine roots, thereby providing contact with greater volumes of soil. This may be an adaptation to water stress that allows enhanced uptake of water from dry soils via ECM. Nitrogen availability may also be a major factor in structuring ECM fungal communities. Lilleskov et al. (2002) recently described a shift in ECM fungal community composition from taxa specialized for N uptake under low N conditions, to taxa specialized for high overall nutrient uptake, and finally to taxa specialized for P uptake under high N, low P, and acidified conditions. Taylor etal. (2000) also reported shifts in species composition of ECM 13 communities in response to increased N input in European spruce and beech forests. The consequences of any changes in ECM fungal community structure for ecosystem function and plant nutrition depend on how community function changes as community structure changes. Few (if any) studies have attempted to relate ECM fungal distribution to environmental gradients independent of plant hosts (O’Dell et al. 1999). Thus, the effects of environmental gradients on ECM fungal communities are difficult to assess in natural soils because gradients may limit the distribution of the host (Gehring at al. 1998; O’Dell at al. 1999). In ECM fungal sporocarp surveys, Nantel and Neumann (1992) found mushrooms associated with a particular tree species were only found with that species over part of its range. Similarly, O’Dell at al. (1999) found some ECM fungal sporocarps under hemlock were restricted to the dry end of the soil moisture gradient (e.g. Cortinarlus olympianus and Russula bravlpas), while other fungi were restricted to the wet end of the gradient (e.g. Amanita constricta and Boletus mirabilis). The maximum number of species was found midway along the soil moisture gradient. Although sporocarp abundance does not directly represent the abundance of ECM belowground (Egger 1995; Mehmann etal. 1995; Gardes and Bruns 1996), both studies demonstrate the differences in soil moisture tolerances of different fungal species. In response to long-term atmospheric N deposition in Alaska, Lilleskov at al. (2002) found a drastic decline in ECM fungal abundance and diversity. Taylor etal. (2000) also reported decreased ECM community diversity with increased N input in Europe. This response occurred rapidly in sporocarp communities and more slowly in belowground ECM communities. Through direct examination of ECM root tips. Walker (1987) described differences in Sitka spruce ECM community diversity that corresponded to changes in soil conditions and nutrient availability. Similarly, Gehring etal. (1998) found variable patterns of ECM fungal species occurrence and abundance on Pinyon pine {Pinus 14 edulis Engelm.) roots across environmental gradients ranging from very dry, nutrient-poor soils to sandy loam soils in Arizona, but no difference in fungal species richiness. Tfiey also found that each tree was dominated by a single fungal species, but that the same species did not dominate on all trees. From the results presented in these studies, it appears that ECM fungal community composition depends on the individual tolerances of individual species for specific site conditions (Doudrick etal. 1990). Plants with access to a broad diversity of ECM fungi are probably colonized by those best suited to the range of soil conditions present and may be more capable of adapting to changes in the environment (Amaranthus 1998; Durall et al. 1999). Disturbance and other factors The role of disturbance in maintaining ECM fungal diversity is to open up patches for colonization (Bruns 1995). Changes associated with disturbance events may decrease C input to fungi, modify the age and species of plants present on a site, remove or displace the forest floor, lose large overstory trees that can change the physical environment of the soil, and alter the composition of soil microflora and fauna communities (Jones et al. 2003). These changes might select for different communities of ECM fungi. There are many recent studies that focus on comparing ECM fungal community diversity between sites differing in some form of disturbance (Bradbury 1998; Bradbury etal. 1998; Baldwin 1999; Durall etal. 1999; Hagerman et al. 1999; Kranabetter et al. 1999; Stendell et al. 1999; Byrd et al. 2000; Mah etal. 2001; Kranabetter and Friesen 2002; Jones etal. 2003). These studies usually found decreased fungal species richness and a shift in abundance for many species following disturbance events such as fire or forestry practices. Very recently, Jones et al. (2003) concluded that the major impact of forestry practices on ECM fungal communities is a shift in species composition rather than a reduction in the percentage of roots colonized. 15 Numerous other biotic and abiotic factors may influence ECM fungal community composition and diversity on very localized scales. This is due to the high heterogeneity of the soii environment, which can be partitioned into multiple niches, each with its own unique combination of nutrient source, moisture level, physical and chemical properties, and particle size distribution (Egger 1995; Gehring etal. 1998). Local climate, topography, and aspect may aiso alter fungal communities. Some authors suggest that changes in community composition and diversity occur as forest stands mature, and there is evidence for replacement competition in ECM fungi (Bruns 1995). Fungal community composition and diversity appear to shift throughout forest succession, until fungi specialized to the climax host and conditions dominate the community (Doudrick etal. 1990; Brundrett 1991). METHODS OF STUDYING ECM COMMUNITIES Morphological techniques (microscopy) It is generally agreed that attempts to isolate and culture ECM directly from root tips are of iimited value to community studies because many ECM fungi will not grow or may exhibit altered characteristics under experimental conditions in the laboratory. Instead, the use of light microscopy to directly examine ECM roots allows certain morphological features to be used to taxonomically group ECM into families, genera, or species (Agerer 1987-2002; Ingleby etal. 1990; Goodman etal. 1996). Morphological characterization (morphotyping) of ECM has the advantage that it is reiatively inexpensive and enables large numbers of roots to be assessed in a short period of time (Taylor et al. 2000). Although some morphological features such as color and ramification may vary under different environmental conditions, other features such as mantle characteristics and hyphai associations do not change considerably (Haug and Oberwinkler 1987; Bruns and Gardes 1993; Egger 1995). However, the taxonomic distinction between simiiar morphotypes is 16 sometimes difficult, and whereas some fungi may be identified to species, others may be identified only to genus, family, or larger grouping. Molecular techniques (PCR-RFLP) The most important methodological advance in ECM community studies is probably the use of the polymerase chain reaction (PCR) to amplify target sequences of DNA (Horton and Bruns 2001). The DNA most commonly targeted in these studies is the nuclear-encoded ribosomal DNA (rDNA), which is present in high copy number and consists of highly conserved coding regions (the ribosomal small subunit (18S) and large subunit (28S) genes) as well as noncoding (internal transcribed spacer (ITS)) regions between genes (Bruns and Gardes 1993; Egger 1995; Horton and Bruns 2001). The conserved sequences are suitable targets for universal and fungal-specific oligonucleotide primer pairs that are used to selectively amplify specific regions of the more variable ITS regions (Egger 1995; Horton and Bruns 2001). Restriction fragment length polymorphism (RFLP), the use of restriction endonucleases to digest the amplified rDNA at specific target sequences, is often used in conjunction with PGR (Egger 1995). Sequence differences in ITS DNA are usually the result of insertions or deletions causing length variation (Horton and Bruns 2001). Thus, enzymatic digestion of ITS DNA with just a few restriction endonucleases produces DNA fragments of varying sizes (providing there is no overlap in the specific DNA sequences where cleavage occurs) that may be used to distinguish between closely related species (Egger 1995; Kraigher et al. 1995; Mehmann et al. 1995). Comparisons of ECM and sporocarp restriction fragments may facilitate fungal identification as sporocarps are generally much easier to identify than root-associated ECM fungi. The RFLP patterns from ECM do not always agree with sporocarp patterns (Gardes and Bruns 1996; Dahlberg et a i 1997), but closely related fungi 17 can often be grouped together based on the presence or absence of ITS fragments (Kârén et al. 1997). Providing the same protocols, primers and restriction endonucleases are used, databases of restriction fragment patterns allow comparisons of ECM fungal communities across different studies (Mah etal. 2001). Molecular techniques have the advantages that they are largely independent of environmental effects and improve the resolution of ECM identification. Whereas microscopic examination of ECM is suitable for sorting fungi into families and genera based on differences in morphological characteristics, molecular analyses (PCR-RFLP) potentially allow identification of fungal species, although identification is limited by the availability of reference databases (Egger 1995; Horton and Bruns 2001). Recent ECM community studies have employed a combination of morphological and molecular methods. In a comparison of methods for assessing diversity of hybrid spruce ECM, Mah etal. (2001) found that morphotyping may have underestimated ECM diversity, but identified rare types that did not amplify properly during the PCR. According to Moritz and Hillis (1996), studies that incorporate both morphological and molecular data provide better descriptions and interpretations of diversity than those that focus on just one approach for estimating phylogeny. Phylogenetic analysis of the ITS-RFLPs within morphotypes revealed that morphological classification was useful for grouping ECM formed by the same fungal genera and families for many, but not all, fungi (Sakakibara et al. 2002). Measuring ECM com m unity structure and diversity Community structure can be compared between habitats through analysis of species abundance patterns (^-diversity) within communities (Taylor etal. 2000). Rank-abundance curves (plot of arithmetic rank of species versus log abundance) of ECM types are generally straight lines, indicating the dominance of a few fungal types (Taylor et al. 2000). Less 18 diverse and more uneven distributions of morphotypes (broken stick distribution) have also been sometimes observed (Kranabetter and Friesen 2002). These curves are thought to result from situations where availability of a single prevailing ecological resource equally constrains all species present in the community (Taylor et al. 2000). Species richness measures can be expressed as simple counts of individuals, proportions of total populations, or averages per sampling unit. Community diversity (species richness and/or abundance) is often compared between different treatments or studies by calculating non-parametric diversity indices and comparing the means by analysis of variance (ANOVA) (Magurran 1988; Krebs 1989). Information theory indices (e.g. Margalef, Shannon, Shannon Evenness indices) attempt to measure the amount of order in a system by assuming that all individuals are randomly sampled from an infinitely large population, and that all species are represented in a sample (Krebs 1989). The Margalef Index is a measure of species richness and is calculated by dividing one less than the number of species (S) by the natural log of the number of individuals (n), or (S-1 / In n) (Magurran 1988). The Shannon Index equally emphasizes both richness and abundance (evenness) by determining the relative contribution of each species to the community (Taylor at ai. 2000). It is calculated from - I p, (In pj, where p, is the proportion of individuals in the i‘*^species (Magurran 1988). Dividing the Shannon Index by the natural log of the number of species (S) gives the ratio of observed to maximum diversity, and is a measure of species evenness (Shannon Evenness Index) (Magurran 1988). Because the Shannon and Shannon Evenness indices are based on proportional abundances of all morphotypes present (heterogeneity indices), they are sensitive to the presence of rare ECM types. For each of these measures, the diversity index increases with an increase in number of morphotypes. Dominance measures (e.g. Simpson Index) are heterogeneity measures that are weighted towards the more abundant species in a sample. The Simpson Index, which suggests that 19 diversity is inversely related to the probability that two samples picked at random belong to the same morphotype, is calculated from I p,^, and is usually expressed as its reciprocal value (Magurran 1988). Genetic diversity of various populations and communities of fungi may also be compared across different treatments and studies, as long as the same molecular methods were used. Any of the previously described non-parametric diversity indices may be calculated for molecularly-derived data by replacing proportional abundance of morphotypes with proportional abundance of genotypes (defined by similarities in restriction fragment patterns or sequences). Some suggest that these analytical approaches to fungal diversity may be of limited value in community studies as they employ sampling approaches and diversity indices that were designed for unitary organisms (Zak and Visser 1996). In particular, the abundance component of diversity may be lost due to loss of samples during the various phases of the molecular procedures. The Phi (cp) Index was recently derived to attempt to resolve issues regarding the use of proportional abundance in calculating ECM diversity measures (Mah etal. 2001). This index is based on pairwise distances (obtained from the Dice index distance matrices) of ECM restriction fragment patterns and ranges from zero (identical fragment patterns between pairs of samples) to 1 (no fragments shared between pairs of samples). In a data matrix with i rows and j columns, the pairwise distances (d) for individual root tips are squared, summed, and divided by one less than the total number of samples (n-1 ). To calculate the Phi Index, the sum of these average squared distances for each column is divided by the total number of samples (n): n n O = Z [Z d^ij / n-1] / n \=^ 1=1 where I = j = n 20 As with the non-parametric diversity index values, an increase in Phi values implies greater diversity. BLACK SPRUCE AS AN ECM HOST Distribution Black spruce is the most widely distributed tree species of the Canadian boreal forest. Its range extends from Alaska through all the provinces and territories of Canada, and reaches south into the United States below eastern Manitoba (Farrar 1995). In British Columbia, its range is limited to the northern regions of the province where it is common north of the Fraser River, and occurs in patches southward to just north of Quesnel (Brayshaw 1996). Its western limit is Seely Lake, between Smithers and Terrace, and it extends past McBride to the east. It is found in the Boreal White and Black Spruce (BWBS), Spruce-Willow-Birch (SWB), Sub-Boreal Spruce (SBS), Sub-Boreal Pine - Spruce (SBPS), Interior CedarHemlock (ICH) and Engelmann spruce - subalpine fir (ESSF) biogeoclimatic zones (Meidinger etal. 1991; Brayshaw 1996; C. DeLong, pers. comm.). In the central interior of BC, black spruce occurs in the SBS zone, which includes the Nechako and Fraser plateaus and Fraser Basin from valley bottoms to 1100-1300 m elevation (Meidinger etal. 1991). The “typical” SBS subzone is SBSmk (moist, cold), which ranges from Prince George to Fort St. James to Nation Lakes to the Williston Reservoir (Meidinger et al. 1991 ). The climate of the SBS zone is characterized by severe, snowy winters, warm, moist and short summers, and moderate annual precipitation. Forests are broadly transitional between the Douglas-fir and pine - spruce forests to the south and southwest, and the boreal forests to the north (Meidinger etal. 1991). The commercial range of black spruce is considerably less than its geographic range (Viereck and Johnston 1990). It is one of the major timber crop species in eastern Canada 21 as its long wood fibres make It Ideal for pulp and paper production. In BC, black spruce Is considered undesirable and Is not selectively harvested (Krestov et al. 2000). Habitat preferences Black spruce Is typically found In cold, poorly drained, nutrient-poor habitats, and generally Increases In abundance with Increasing latitude and decreasing soil drainage (Argus et al. 1992; Krestov etal. 2000). The most productive growth of black spruce occurs In subhygric (where water Is removed slowly so that soil remains moist for a significant portion of the growing season) and submesic (where water Is removed rapidly In relation to supply and Is available for only short times following precipitation) soils (Krajina et al. 1982; Meidinger et al. 1991). Substrates are usually wet organic soils, but black spruce also grows on deep humus, clays, loam, sand, coarse till, boulder pavements and shallow soil mantles over bedrock (Viereck and Johnston 1990; Meidinger et al. 1991 ; Krestov et al. 2000). It commonly occurs In acidic boreal bogs and fens, as well as In neutral or alkaline swamps, where It tends to establish on hummock-llke mounds of decaying wood material. This remarkable ability to grow In a range of soil conditions makes black spruce an Ideal host species for studying ECM community variation across an ecological gradient. In central BC, black spruce typically grows In Sphagnum -dominated wetlands, In pure stands, or with tamarack {Larix larlcina), a species at the southwestern edge of Its range In the central Interior (Krajina etal. 1982; Meidinger etal. 1991; Farrar 1995; Krestov etal. 2000). Tamarack Is a rare species In the SBS that occurs In only a few fens and swamps of the Nechako, Chllako and Blackwater drainages (Krajina etal. 1982; Meidinger etal. 1991; Krestov etal. 2000). Wetland soils are In the Organic order and vegetation communities Include sedge marshes, shrub fens, black spruce and hybrid white spruce fens and swamps, and black spruce - Sphagnum bogs (Meidinger etal. 1991; Soil Classification Working 22 Group 1998). Associated vegetation commonly includes scrub birch {Betula glandulosa var. glandulosa Michx.), Labrador tea {Ledum groenlandicum Oeder), and willow (Salix) species (Krestov at al. 2000). Black spruce is also found in mid-seral upland habitats, associated with lodgepole pine {Pinus contorta var. latifolia), interior hybrid spruce {Picea glauca (Moench) Voss x engelmannii Parry ex Engelm.) and trembling aspen {Populus tremuloides Michx.) (Krajina et al. 1982; Meidinger et al. 1991 ; Farrar 1995; Krestov et al. 2000). Upland forest soils are primarily Luvisols, Podzols, Brunisols and Gleysols (Meidinger etal. 1991), and sites are dominated by conifers, mosses, lichens and dwarf woody plants, with reindeer lichen {Cladina species), lingonberry {Vacclnium vltls-idaea L.), highbush cranberry ( V/burnum edule (Michx.) Raf.), soopolallie {Shepherdia canadensis (L.) Nutt.), and common mitrewort {MItella nuda L.) representing dominant plant associations (Krestov et al. 2000). These plant associations generally Indicate low to medium productivity communities developed on nutrient-poor, water-deficient sites. However, soil moisture conditions may actually vary from water surplus (after snowmelt and summer precipitation events) to water deficit (in late spring), depending on local topography, soil texture and structure, and drainage constraints posed by the presence of a root-restricting clay soil horizon near the soil surface (Krestov et al. 2000). Morphology and growth Black spruce is usually a small tree with a characteristic narrow crown (which is often deformed near the top) of branches that turn down and out (Brayshaw 1996). It is a shadetolerant species with modest spatial requirements (Krajina etal. 1982). The needles are dull gray-green, 8-15 cm long, straight and blunt, and are densely set along dark orange or brown twigs that have many short brown hairs. The seed cones are ovoid, 2-3 cm long and 23 purple-brown at maturity (Farrar 1995). It has a shallow rooting system, an adaptation to permafrost, as It can grow on ground solidly frozen for 5-8 months of the year (Krajina etal. 1982). Some roots may penetrate to a depth of 60 cm, but most spread laterally at the moss-humus Interface so that the bulk of root biomass Is In the top 20 cm of soil. With the rapid accumulation of the organic layer each year, younger adventitious roots grow from the main stem (Viereck and Johnston 1990). Roots function as an anchor for aerial shoots as well as storage organs for nutrients or water. Black spruce reaches Its final developmental stage at 10-15 years, and possesses the ability to restore Its structure and Integrity as an adaptive response to Increased physiological needs or as a reaction to environmental stress (Begin and Flllon 1999). This ability accounts for the high plasticity of the species, which can maintain reproductive sustainability In the absence of cone or seed production and grow In spite of harsh climatic conditions. Over Its range and In different habitats, black spruce varies In height growth rate and other phenologlcal traits. For example. In northwestern Ontario, It was observed that black spruce trees In bogs were slow-growing and stunted, while better drained soils of upland sites supported trees that were more robust (Parker etal. 1983). To determine whether local site differences corresponded to morphological or chemical differentiation In mature black spruce, Parker etal. (1983) compared 17 morphological characters of cones, needles and twigs from the crowns of trees from three sites differing In level of soil drainage. Significant differences In mean measurements were detected for only one characteristic (cone scale concavity), leading them to conclude that ecotypic differentiation Is not well developed In black spruce In response to soil moisture level. This was surprising considering the variety of moisture regimes, soil types, levels and types of competition, and gross differences In black spruce phenotypes corresponding to the three habitat types. Although differences were not detected between treatments, there was high variation In characteristics within 24 sites with poor drainage (Parker et al. 1983). In a comparison of water relations in black spruce seedlings of upland versus wetland origin, Zine El Abidine etal. (1994, 1995) found no consistent differences, again indicating a lack of ecotypic variation for this species. Though black spruce is very sensitive to drought, Zine El Abidine et al. (1994) demonstrated that seedlings can be preconditioned for increased drought resistance. However, the physiological effects of the preconditioning are variable, and response is not cumulative with successive drought episodes (Zine El Abidine etal. 1994, 1995). In wetlands, plant growth is extremely slow due to high water tables, poor aeration, cold substrates and low nutrient availability (Lieffers and Rothwell 1987a; Macdonald and Yin 1999; Mugasha etal. 1999). High water tables decrease root growth and nutrient availability (N assimilation) in the rhizosphere (root zone), and lower oxygen levels can result in root asphyxiation and rotting (Roy et al. 1999). Anaerobic conditions may also favor microbial activities that produce nitrites and other compounds toxic to the plant (Isaac 1992). Whereas these conditions tend to limit root growth and survival of most woody plant species, black spruce Is fairly tolerant of flooding and poor aeration (Lieffers and Rothwell 1987b; Steele et al. 1997; Roy et al. 1999). It tends to avoid total submergence by establishing on hummocks of decaying wood material and Sphagnum and producing small volumes of shallow roots that spread laterally (in the top 5-20 cm) at the moss-humus interface (Lieffers and Rothwell 1987b; Conlin and Lieffers 1993; Steele etal. 1997; Roy et al. 1999). The lateral roots of mature trees may extend as far as 10 m from the taproot, and interweave with the roots of neighboring trees for anchorage (Krajina et al. 1982). Both growth rate and rooting depth have been strongly correlated with depth of the water table and soil temperature, with deeper penetration (to 60 cm) and increased growth observed in drier and warmer peatlands (Lieffers and Rothwell 1987b; Conlin and Lieffers 1993). Cold and wet conditions also decrease the rate of microbial decomposition, which leads to rapid 25 accumulation of organic material around slow-growing seedlings. Vegetative layering (the rooting of attached branches) is often the primary means of regeneration in organic soils, where accumulation of mosses cover the lower branches of slow growing seedings or saplings (Viereck and Johnston 1990). Where conditions are favorable for layering and unfavorable for seed germination and survival, layering can result in an extending clump of trees all derived from one seedling (Farrar 1995). Growth on upland sites is comparable to white spruce and on nutrient-rich soils, the two species compete (Krajina et al. 1982; Farrar 1995). Black spruce is well adapted to acidic mor humus forms (containing unincorporated organic material) in forests with a high accumulation of spruce litter (Krajina etal. 1982). The supply of calcium and magnesium is low in these habitats, indicating it may not require as high a supply as white or Engelmann spruces. Greater quantities of calcium, magnesium and nitrates appear to function adversely on the growth of black spruce, as it exhibits stunted growth in krummholz form on limestone and dolomitic substrata (where white spruce grows well). It has a greater dependency on the NH ^ form of N as evidenced by poor growth with even the presence of a small quantity of nitrate (Krajina et al. 1982). ECM fungal associates Although there have been few attempts to describe the ECM fungal community associated with black spruce, studies examining the mycorrhizal status of this host have reported that the majority of field-collected black spruce roots are indeed mycorrhizal (Malloch and Malloch 1981; McAfee and Fortin 1986; Browning etal. 1991; Baldwin 1999; Thormann et al. 1999). Field surveys In Ontario, Quebec, and Alberta have identified Cenococcum geophilum as a common ECM symbiont, but further characterization of other black spruce ECM has not been attempted (Malloch and Malloch 1981 ; McAfee and Fortin 1986; 26 Thormann etal. 1999). Summerbell (1989) cultured several ECM fungi from black spruce roots collected from different habitats in Ontario and found the most abundant to be the common, broad host range fungus, Mycelium radiais atrovirens (MRA). Thormann et al. (1999) also found MRA on black spruce roots from northern Alberta fens. Scales and Peterson (1991) described non-mycorrhizal black spruce (growing in pouches) first order lateral roots as slender, with rounded apices and many long, straight root hairs. Ectomycorrhizal roots exhibited at least one continuous layer of mantle tissue and one or more discontinuous layers of vacuolate hyphae surrounding the root. Several fungi have been reported to form ECM with black spruce under laboratory or greenhouse conditions. In pot and growth pouch experiments, ECM were formed with Hebeloma cyllndrosporum, Laccaria bicolor, L. proxima, PIsolithus tinctorlus, Tricholoma pessundatum, and Wilcoxina species (E-strain fungi) (Thomson etal. 1989; Browning and Whitney 1991; Scales and Peterson 1991). In aseptic culture, Doudrick etal. (1990) found Cenococcum, L. bicolor, L. laccata, Rhizopogon sp. and Suillus cavipes cultured from sporocarps formed ECM with black spruce. From this study, the authors concluded that fungal associations with young black spruce on mineral soils appear to have a broad host range and thus a local inoculum source (i.e. other hosts). Browning and Whitney (1991) described black spruce ECM formed upon inoculation with L. bicolor, L. proxima and P. tinctorlus, but found that C. geophilum and Suillus granulatusiormed very few ECM. Recently, Piercy etal. (2002) described the occurrence of intracellular hyphae of the inoperculate discomycetes Hymenoscyphus erlcae and Variable White Taxon (which usually form erlcoid mycorrhizae) in aseptic culture with black spruce seedlings. In bioassays, Gagnon etal. (1988) demonstrated increased growth and survival of black spruce seedlings grown in containers with low N after inoculation with L. bicolor, and Stein etal. (1990) documented enhanced rooting (increased rooting percent, number of adventitious roots per cutting, and mean root length) of cuttings after inoculation 27 with L bicolor or S. cavipes. Morin etal. (1999) found the ECM fungi Paxillus Involutus, Hebeloma cyllndrosporum and Tricholoma species inhibited Cyllndrocladlum floridanum, the pathogen causing root rot and severe mortality in many conifers including black spruce. There are no known studies that have attempted to describe ECM community structure and diversity on this host, nor to compare black spruce ECM communities across different habitats. 28 REFERENCES Agerer, R. (éd.). 1987-2002. Colour Atlas of Ectomycorrhizae. Einhorn-Verlag Eduard DIetenberger, Schwàbisch Gmünd, Germany. Allen, M.F. 1991. The Ecology of Mycorrhizae. Cambridge University Press, Great Britain. Amaranthus, M.P. 1998. The importance and conservation of ectomycorrhizal fungal diversity in forest ecosystems: lessons from Europe and the Pacific Northwest. 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Diurnal and seasonal variation in gas exchange and water relations of lowland and upland black spruce ecotypes. Can. J. Bot. 73: 716-722. 36 Morphological Characterization of Ectomycorrhizai Communities Associating with Black Spruce (Picea mariana) in Wetland and Upland Forests in the Centrai Interior of BC ABSTRACT To compare ectomycorrhizal (ECM) community composition and diversity across black spruce habitats in central BC, 15 naturally regenerating black spruce seedlings were randomly sampled from three sites within each of three habitats, including black sprucedominated wetland forests, mixed black spruce - tamarack wetland forests, and mixed black spruce - lodgepole pine upland forests. Two hundred root tips per seedling were characterized using morphological techniques (light microscopy). A total of 33 distinct ECM morphotypes were described and 14 morphotypes were found on three or more seedlings. Some morphotypes (e.g. Cenococcum, MRA, Amphinema, Russulaceae 2 and Cortinariaceae 1 and 2) were found in all habitats, whereas others (e.g. Piloderma, Tomentella and Russulaceae 1) were associated with specific habitats. Seedlings from the black spruce-dominated wetlands had a significantly greater proportion of non-mycorrhizai root tips as compared to the mixed species habitats. Morphotype abundance varied significantly between habitats for six of the 14 most frequently occurring morphotypes, but the total number of ECM types described per habitat did not. In general, ECM community diversity was greatest in the black spruce - pine uplands and lowest in the black sprucedominated wetlands, with significant differences between habitats detected for only those measures emphasizing species richness (i.e. Margalef and Shannon indices). Variation in ECM community composition and diversity may be due to differences in soil moisture and nutrient availability (between the wetland and upland habitats) or alternate inoculum sources (between the pure and mixed species stands). 37 INTRODUCTION In northern coniferous forests, the roots of most woody plants are colonized by a diverse group of filamentous fungi that form mutualistic symbioses known as ectomycorrhizae (ECM) (Harley and Smith 1983). The nature of this association is such that inaccessible pools of nutrients (N and P) and water are supplied to the plant through their fungal partners, while energy-rich carbon compounds that support fungal metabolism are supplied to the fungi via their plant hosts (Harley and Smith 1983). These symbioses are vitally important to forest health and ecosystem function as they mediate nutrient and water uptake, protect roots from pathogens and environmental stress, and maintain soil structure and food webs (Brundrett 1991; Colpaert and van Tichelen 1994; Amaranthus 1998; Morin etal. 1999). ECM communities often exhibit high diversity (species richness) even when plant species diversity is low (Bruns 1995). The variation in ECM community diversity across landscapes has been widely reported, and depends on preferences (or tolerances) of individual fungal species for the plant hosts present, soil conditions (e.g. moisture and nutrient regimes, organic content, temperature, etc.), disturbance patterns, and other sitespecific ecological and environmental factors (Doudrick etal. 1990; Brundrett 1991; Bruns 1995). It has been proposed that plants with access to a diverse array of fungi are most likely colonized by those best suited to the range of conditions present, and that these plants may be better able to adapt to changes in environmental conditions (Haug and Oberwinkler 1987; Amaranthus 1998; Durall etal. 1999). Because of their ubiquitous nature and importance to plant and soil biology, there has been growing interest in characterizing ECM in natural systems in order to try to understand the functional significance of individual fungal species. The focus of many recent studies has been to document variation in ECM communities (species composition and diversity) between disturbed (e.g. by fire, forestry practices, etc.) 38 and control sites within similar forest types (Bradbury 1998; Bradbury etal. 1998; Byrd etal. 1999; Hagerman etal. 1999; Kranabetter etal. 1999; Stendell etal. 1999; Mah etal. 2001). Fewer studies have examined ECM communities in undisturbed forests, where patterns of both plant and fungal species distribution across landscapes are at least partly determined by environmental (particularly moisture) gradients (Gehring etal. 1998; O’Dell etal. 1999). Rarely do studies attempt to relate ECM distribution to environmental gradients independent of hosts (O’Dell etal. 1999). For example, Gehring etal. (1998) reported a change in ECM community composition associated with pinyon pine {Pinus edulis) across a moisture gradient (xeric to mesic), but no significant decrease in the overall number of species (species richness) found at different sites. Black spruce (Picea mariana (Mill.) BSP), a species with broad tolerances for soil moisture conditions (subhygric to submesic), offers an excellent opportunity to examine variation in ECM communities over an environmental gradient. For most woody plant species, growth and survival are limited in water-saturated soils due to poor aeration, decreased nutrient availability (N assimilation), and changes in soil chemistry and microbial metabolic processes that mobilize potentially toxic compounds in the rhizosphere (Tinker 1984; Isaac 1992; Roy etal. 1999). Wetland species such as black spruce are well adapted to these conditions, establishing on hummocks of woody debris and producing small volumes of shallow roots that spread laterally (in the top 5-20 cm) at the moss-humus interface (Lieffers and Rothwell 1987; Conlin and Lieffers 1993; Steele etal. 1997; Roy et al. 1999). Rooting depth is limited by the depth of the water table and soil temperature, with deeper penetration (to 60 cm) and increased growth observed in drier and warmer peatlands (Lieffers and Rothwell 1987; Conlin and Lieffers 1993). In these organic soils, low dissolved oxygen content and differences in soil chemistry may inhibit ECM formation by limiting fungal aerobic metabolic processes (Tinker 1984; Walker 1987; 39 Stenstrom 1991 ). However, studies conducted in vitro on Inoculated jack pine {Pinus sylvestris) seedlings showed that different species of ECM fungi varied in their susceptibility to periodic flooding (Stenstrom 1991). Hebeioma, Laccaria and Thelephora were tolerant of water saturated soil conditions, while Suilius species were very sensitive to even brief periods of flooding conditions. Despite challenges presented to ECM formation in wetland habitats, all woody plant species surveyed in bogs and fens in northern Alberta were found to be mycorrhizal (Thormann etal. 1999). Little more is known of ECM communities in northern wetland habitats. Plant communities associated with black spruce in mid-seral upland forests in BC are indicators of nutrient-poor, water-deficient sites (Krestov et ai. 2000). These habitats generally have sandy loam soils, often with a root-restricting clay horizon near the soil surface that perches the water table during wet periods of the year, leading to seasonal cycles of moisture surplus and deficit (Krestov etal. 2000). Several studies have reported a lack of ecotypic variation in black spruce morphological features or water relations due to improved edaphic conditions in upland forests, even though upland trees often appear more robust than their wetland counterparts (Parker etal. 1983; Zine El Abidine etal. 1994, 1995). Although black spruce tolerates periods of flooding, it is sensitive to drought conditions. Preconditioning of containerized black spruce seedlings for increased drought resistance (higher photosynthetic and gas exchange activities) was achieved by Zine El Abidine etal. (1994), but the response was not cumulative with successive drought episodes. In greenhouse and field experiments with Norway spruce (Picea abies), Feil etal. (1988) noted an increased branching density of very fine roots initiated by drought, an adaptation to water stress allowing uptake of water from dry soil via ECM. 40 Few studies have been undertaken to investigate ECM symbioses of black spruce. Through field surveys, the ectomycorrhizal status of naturally regenerating black spruce has been confirmed in northeastern Ontario (Malloch and Malloch 1981) and northern Alberta (Thormann etal. 1999), and of outplanted black spruce seedlings in Quebec (McAfee and Fortin 1989). Studies, in which containerized black spruce seedlings were inoculated with ECM fungi, have reported increased growth and survival of ECM seedlings grown with low nitrogen (Gagnon etal. 1988), enhanced rooting of cuttings (Stein etal. 1990), and inhibition of root rot pathogen infections that are responsible for severe mortality in many conifers (Morin et al. 1999). There are no known studies that have attempted to describe the ECM associated with black spruce or to compare ECM communities in different habitats. This study’s first objective was to use morphological techniques (light microscopy) to describe ECM associating with naturally regenerating black spruce seedlings across its habitat range in central BC. In this region, black spruce habitats include both black sprucedominated and black spruce - tamarack wetland forests, as well as black spruce lodgepole pine upland forests. The second objective of this study was to compare the structure and diversity of ECM communities between the three habitats and to attempt to relate differences to specific habitat characteristics. METHODS AND MATERIALS Site descriptions The study area was located in the Sub-Boreal Spruce (SBS) biogeoclimatic zone in the central interior of British Columbia. This area ranges from 51° 30’ to 59° N latitude and 660 to 1140 m in elevation (Meidinger etal. 1991; DeLong and Fahlman 1996). The climate of the SBS is characterized by severe and snowy winters, warm, moist and short summers, and moderate annual precipitation (Meidinger etal. 1991). Potential field sites were 41 identified in the Prince George Forest District by studying Forest Cover (1:20,000) maps (1993) and consulting Forest Service personnel. Subsequently, following site reconnaissance, selection resulted in three (“replicate”) sites within each of three forest habitats (black spruce-dominated wetlands, mixed black spruce - tamarack wetlands and mixed black spruce - lodgepole pine upland forests) (Figure 2.1). “Replicate” sites were similar in composition of the dominant vegetation and soil properties. All sites contained mature black spruce trees and an abundance of naturally regenerating black spruce seedlings ranging from approximately 15-30 cm in height (estimated to be 10-15 years in age) and lacked visible indications of recent disturbance (such as fire, logging, windthrow and roads). The location and general characteristics of these sites are presented in Table 2.1. Photographs showing examples of each black spruce habitat are presented in Figure 2 .2 . Table 2.1. Locations, biogeoclimatic ecological classification (EEC) (DeLong et a i 1994) and site characteristics of the 9 study sites (T = black spruce - tamarack wetland sites; W = black spruce-dominated wetland sites; U = black spruce - pine upland forest sites). Site Location PC* Mapsheet UTM* East UTM * North BEC Site Series Stand Age # Flagged Seedlings T1 T2 T3 Norman Lake Rd (6 km) Norman Lake Rd (8.4 km) Hwy 16 W (across from Tamarack Lake) Teardrop Rd (km 204) Teardrop Rd (km 203) Teardrop Rd (1.5 km W from km 207) Teardrop Rd (km 211) Teardrop Rd (km 401) Teardrop Rd (km 202) 93G 084 93G 084 93G 084 476580 477890 476740 5965300 5963700 5968800 SBSdw3 SBSdw3 SBSdw3 10 10 10 -50 y -75 y 90-95 y 36 64 90 93J 025 93J 025 93J 025 497460 497580 494260 6008200 5997200 5999900 SBSmkI SBSmkI SBSmkI 10 10 10 —60 y -60 y 80-90 y 74 21 37 93J 025 93J 025 93J 025 496230 494540 497870 6003800 6008200 5996300 SBSmkI SBSmkI SBSmkI 6 6 6 -60 y -60 y -70 y 21 21 46 W1 W2 W3 U1 U2 U3 * geographic locations by Forest Cover mapsheet and universal transverse mercator (UTM) coordinates (approximate) taken from within each plot with a Garmin eTREX GPS unit. 42 ï UfT'-'—^ 4 * 1 t i|V ^ /t i WZlTv^OS B uxrn; MKtwacaiPAPK ymirr. IMH CITY f m o> ' '"P.MRL ■ ^STI I.A L I 1 -ifin O ^E l K iiiir r r h : " . Figure 2.1. Map (left) of British Columbia showing the study area (orange square) In the SBS biogeoclimatic zone in central BC (shading indicates the provincial range of black spruce). Map (right) showing approximate locations of 9 black spruce study sites (T = black spruce - tamarack wetland sites; W = black spruce-dominated wetland sites; U = black spruce - pine upland forest sites) in the Prince George Forest District. The black spruce - tamarack wetland (T) sites were located near Highway 16, about 40 km west of Prince George. They occurred in fens dominated by black spruce and tamarack in the dry, warm (SBSdwS) subzone variant of the SBS. The shrub understory consisted mainly of scrub birch, with common occurrences of willow (Sa//x species), labrador tea and dwarf nagoonberry {Rubus arcticus L.) on some sites. Herbs present included pink wintergreen {Pyrola asarifolia Michx.), marsh cinquefoil {Potentilla palustris (L.) Scop.), common mitrewort, palmate coltsfoot {Petasites palmatus (Ait) A. Gray), buckbean {Menyanthes trifoliata L.), and round-leaved sundew {Drosera rotundifolia L.). The microtopography of the T sites consisted of raised mounds (hummocks) of partially decomposed moss covering woody debris amongst depressions (hollows) that were often below the level of the water table. Sphagnum moss covered most of the open areas, with 43 other mosses and lichens (Cladina and Peltigera species) observed on drier hummocks and woody debris. Grasses and sedges were present on sites T2 and T3, and Equisetum species were observed in the wetter areas of all T sites. Soils were Typic Humisols, a sub­ group of the Organic soils composed of organic material (derived mainly from mosses) in an advanced stage of decomposition to a depth of greater than 160 cm (Soil Classification Working Group 1998). The black spruce-dominated wetland (W) sites were located along the Teardrop Forest Road (about 60 km northwest of Prince George) in the moist, cool (SBSmkI) subzone variant. These fens were dominated by mature black spruce stands with an understory of scrub birch, willow, labrador tea, bog cranberry {Vaccinium oxycoccos L. MacM.) and bog rosemary {Andromeda polifolia L.). Herb species included pink wintergreen, white bog orchid {Platanthera dilatata (Pursh) Lindl. ex Beck), single delight {Moneses uniflora), northern twayblade {Listera borealis Morong.), marsh cinquefoil, common mitrewort, palmate coltsfoot, and buckbean. Like the T sites, the W sites were characterized by rolling hummock-hollow microtopography covered with Sphagnum moss (and other species of mosses and lichens on the warmer, drier hummocks) and organic soils that were also classified as Typic Humisols. The upland forest (U) sites were also located in the moist, cool (SBSmkI ) subzone variant along the Teardrop Forest Road. These sites were dominated by mature black spruce and lodgepole pine, sometimes with a small component of hybrid white spruce, subalpine fir, or Sitka alder {Ainus crispa var. sinuata (Regel.) A. & D. Love). A wide diversity of shrubs and herbs formed the understory of the U-sites: species included prickly rose {Rosa acicuiaris Lindl.), pink spirea {Spiraea douglasiissg. menziesii Hook.), black twinberry {Lonicera invoiucrata (Richards.) Banks exSpreng.), highbush cranberry ( V/bumum eduie (Michx.) 44 Raf.), twinflower {Linnaea borealis L.), dwarf blueberry {Vaccinium caespitcsum Michx.), trailing raspberry {Rubus pubescens Raf.), kinnikinnick {Arctcstaphyics uva-ursi L. Spreng.), round-leaved rein-orchid {Platanthera crbiouiata (Pursh) Lindl.), rattlesnake plantain {Gccdyera cbicngifciia Raf.), one-sided wintergreen {Orthiiia secunda (L.) House), pink wintergreen, and bunchberry {Ccrnus canadensis L.). Mosses (including red-stemmed feathermoss {Pieurczium schreberi), step moss {Hyicccmium spiendens), knight’s plume {Ptiiium crista-castrensis), and electrified cat’s tail moss {Rhytidiadeiphus triquetrus)) and lichens (such as Peltigera, Ciadcnia, and Cladina species) formed the forest floor. Upland soils were Orthic Gray Luvisols, which characteristically develop in well to imperfectly drained sites with sandy loam to clay soils, under boreal or mixed forests, in mild to very cold climates (Soil Classification Working Group 1998). 45 4 Figure 2.2. Photographs showing examples of three black spruce habitats in central BC: A, mixed black spruce - tamarack wetland (T) habitat; B, black spruce-dominated wetland (W) habitat; 0, black spruce - lodgepole pine upland forest (U) habitat. 46 Seedling sampling and vegetation and soil analyses Plots (50 X 50 m^) were established at each site (except for one smaller upland (U1 ) site cn which a 30 X 35 plot was laid cut). Plots were located at least 10 m inside site boundaries to decrease edge effects. All regenerating (no obvious signs of vegetative layering) black spruce seedlings ranging from 15-30 cm in height were located within each plot. These seedlings were flagged, numbered and approximately plotted on site maps. When necessary, cross sections of needles were examined with a hand lens to distinguish black spruce seedlings from hybrid spruce seedlings, based on differences in needle morphology (Weng and Jackson 2000). Seedlings were selected for harvest following a simple random sampling design, which assumed that aii flagged seedlings were equal in terms of environmental influences, and that each had an equal chance to be sampled. Using a random number table, five seedlings were randomly selected from each site, for a total of 45 seedlings. Details of the specific location (e.g. hummock - hollow microtopography) and rooting substrate were recorded for each selected seedling. In addition, lists of vegetation were compiled for all nine sites (Appendix i), as well as vegetation occurring within a radius of 0.5 m^ of each selected seedling (45). Organic soil samples were collected from several locations within each wetland plot and combined in plastic bags for classification according to the Soil Classification Working Group (1998). Soil pits (2-3 per site) were excavated on the upland sites, and the forest floor and mineral horizons were described and classified according to Green etal. (1993) and the Soil Classification Working Group (1998). Forest floor and mineral soil (collected from each A and B horizon) samples were analyzed for texture (clay, silt and sand content), as well as 47 total carbon and nitrogen content, extractable P (Bray P1 method), and pH (Kaira and Maynard 1991). AI! dried soil samples were stored in plastic bags at 22°C until analyses. Measuring the depth of rust formation on steel rods has been used to determine the depth of the water table (or depth of the aerobic zone) over an extended period of time (Carnell and Anderson 1986; Bridgham etal. 1991; Thormann etal. 2000). The method is based on the theory that iron will rust rapidly In aerated zones, but not in the saturated, non-aerated or reduced zone in poorly drained soils (McKee 1978). Steel welding rods (100 cm x 6 mm) were sanded to remove the copper coating and sets of three rods were pounded into the soil near each of three selected seedlings in each plot. Rod placement mimicked the topographical position (i.e. hummock, hollow, level ground, etc.) of the nearby selected seedling. All rods were placed in the soil July 17-19, 2001, and pulled sequentially at approximately monthly Intervals (August 22-23, September 17-18, and October 18-19) over three months. Just prior to removal, a mark was etched into each rod to indicate the level of soil surface. Rods were gently cleaned of soil and Sphagnum, and the depth of rusting (determined as the lowest point of the obvious, heaviest rust zone) was measured from the substrate surface line. All rods were measured immediately upon removal from the soil substrate. Fungal sporocarp sampling During July and August of 2000 and 2001, fungal sporocarps were collected from all study sites. The mushrooms were described (data not included) and samples were taken from the spore-producing tissues (i.e. gills, pores, teeth, etc.) of each sporocarp and stored in microcentrifuge tubes at -20°C for DNA analysis. The sporocarps were then dried and stored at room temperature. 48 Seedling harvest and ECM characterization Seedlings were harvested between July 26 to August 2, 2001, when optimal fine root growth and ECM development was expected to occur. On the wetland sites, a saw was used to facilitate cutting through the peat surrounding the entire root systems. Seedlings were placed into 7 L plant pots, double-bagged in heavy-duty garbage bags, and stored at 4°C until processing. Prior to each examination, the root system was gently washed free of soil (and Sphagnum) with tap water. The location of the root collar (the boundary between root and stem tissue) was determined by hand sectioning the taproot or stem just below root emergence points, and examining these sections under the dissecting microscope. Stem tissue was recognized by the presence of distinct vascular bundles or secondary xylem and central pith, while the presence of central xylem indicated root tissue (Raven et al. 1986). Seedling height was measured from the root collar and the age of each seedling was determined by counting growth rings using a cross section of stem just above the root collar. At this time, seedlings were identified as either true (regenerating from seed) or layered (regenerating from adventitious roots) seedlings. The presence of stem tissue in cross sections below the root collar was accepted as evidence of a layered seedling. Root quality was described as either good (most roots appeared healthy and robust) or poor (many roots appeared black and withered) and the abundance (high, medium or low) of roots was also noted. Cleaned roots were floated in a large tray of water overlaying a grid of 1 cm^ cells. Using a random number table to select grid cell numbers, 1 cm lengths of roots were removed from the tray until approximately 200 root tips had been selected. Root tips (200 per seedling) were described using bright field light microscopy following standard techniques of Agerer (1987-2002), Ingleby etal. (1990) and Goodman etal. (1996). One unbranched root tip was 49 considered to be one mycorrhiza and only root tips that appeared healthy and robust were examined. ECM were initially described using a dissecting microscope (9-40 x magnification) and classified according to color, texture, lustre, dimensions, tip shape, branching pattern, and presence or absence of rhizomorphs (mycelial strands). Root squash mounts were prepared and examined under a compound microscope (100-1000 x magnification). Descriptions of mantle features, emanating hyphae, rhizomorphs, and other distinguishing features were recorded and used to further categorize the different ECM morphotypes. Root tips that appeared uncolonized or partially colonized (due to the lack of a well-developed mantle) were categorized as non-mycorrhizal. When possible, preliminary identifications to families or genera were assigned based on similarities in features to published descriptions (Agerer 1987-2002; Ingleby etal. 1990; Goodman etal. 1996), but when identification was not possible, a descriptive name was assigned. Some morphotypes were photographed using an automatic exposure (PM-10AK) camera attached to a dissecting (Olympus BX-50) or compound (Olympus SZ-40) microscope, using Ektachrome 160T tungsten professional color reversal film. Analysis o f morphological data Several seedling features (e.g. seedling height, root collar diameter, age, root quality, root abundance, etc.) and site characteristics (e.g. depth of the aerobic zone, microtopography, ECM vegetation, etc.) were compared qualitatively. Soil nutrient content (C, N and P) and pH were compared between habitats (and between different soil horizons in the uplands) using a one-way ANOVA (SYSTAT version 8.0, 1998, SPSS Inc.) to determine significant differences (a=0.05). Mean comparisons were tested using the Fisher’s Least Significant Difference (LSD) test (a=0.05). 50 Prior to data analysis, several morphotypes were merged based on descriptions that were very similar. The ECM frequency (proportion of seedlings with each morphotype) and abundance (proportion of the entire community represented by each morphotype) were calculated from the total sample and within each habitat type. The relative abundance of each morphotype was plotted against species rank order to visualize the overall community structure and to compare community structure between habitats (Taylor et al. 2000). Mean ECM abundance values (calculated per seedling and averaged within each habitat) were compared between habitats using a one-way ANOVA to determine significant differences (a=0.05). Mean comparisons were tested using the Fisher’s LSD test (a=0.05). ECM community diversity was measured by means of several nonparametric heterogeneity indices, including the Margalef (measure of species richness). Shannon (measure of species richness and relative abundance). Shannon Evenness (measure of relative abundance) and Simpson (measure of relative abundance weighted towards more the abundant types) indices (Magurran 1988; Krebs 1989). For each index, an increase in value indicates greater diversity. Diversity indices were calculated for each seedling and averaged within habitats. Habitat means were compared using a one-way ANOVA to determine significant differences (a=0.05) and the post-hoc Fisher’s LSD test (a=0.05). RESULTS Seedling and site characteristics Seedling height ranged from 15 to 54.2 cm, with a mean value of 31.5 cm. Seedling age ranged from seven to 30 years with an average of 14.3 years. Seedling height and diameter at the root collar generally increased with seedling age, but this relationship was not always consistent. No relationship was found between seedling height or root collar diameter and the extent or diversity of ECM colonization or habitat of origin. 51 Rooting substrate(s) included moss and silty loam soils (upland sites), moss and peat (wetland sites), and coarse woody debris (CWD), which was present on all sites. Based on the qualitative appearance of root systems (good or poor), root quality was always described as good when seedlings were rooted in CWD, but there was no relationship with root quality for the other substrate types. Root quality did not appear to be related to storage time as poor root quality was observed on seedlings processed early just as frequently as on seedlings stored for up to four months. No relationship was identified between root quality and the number of morphotypes found on each seedling. Root quality appeared to be related to the topographical position of the seedling’s location on the site. In general, those seedlings growing in hollow depressions or on level ground to low rises had a greater proportion of poor quality roots (54%) than seedlings harvested from hummocks of any size (20 %). The depth of the aerobic zone generally increased during the period of root growth and ECM establishment, but these results were not consistently observed at every location of rod placement. The level of the water table with respect to the roots of any seedling depended on the microtopographical position of that seedling (i.e. relative water table depth was greater for seedlings established on hummocks as compared to level ground or depressions). On most sites, the water table depth generally fluctuated between 10 and 30 cm; depth was greater on site US, where fluctuations between 75 and 90 cm were observed. No relationships were found between relative depth of the water table and the number of ECM morphotypes described on a seedling. Soil nutrient content (C, N and P) varied significantly between the wetland (both T and W) and upland habitats (Table 2.2). Total C and N content was greater (p=0.000 and 0.001, respectively) in the wetlands than the upland habitats. Within upland sites, C and N levels in 52 the forest floor (LFH) were approximately twice the levels in the A horizon; both nutrients were at least 10 times greater in the A horizon than in the B horizons. The C:N ratio was greater (p=0.036) in the upland forest floors than in the wetland soils. The content of available P was also greater (p=0.025) in forest floor soils than in wetland soils, as well as when compared to mineral soil horizons. All soil samples were acidic (pH ranged from 3.8 to 6.9) and there were no significant differences between the wetland and forest floor soils. Acidity decreased with depth in the upland soil profile; the B horizon was significantly more alkaline than all other horizons but the T sites. Table 2.2. ANOVA comparisons of mean % carbon, % nitrogen, C:N ratio, available phosphorus and pH between habitats based on combined samples from each site (n=3). Soil Analysis Treatment Effect Tamarack - Spruce F P Wetland Black Spruce Wetland Pine - Spruce Upland % Total Carbon % Total Nitrogen C:N ratio Phosphorus (ppm) pH 88.067 23.882 6.088 7.268 2.709 48.05 (1.87)a 2.24 (0.13)a 21.51 (0.46)a 1.37 (1.36)a 4.92 (0.46) 24.80 (1.16)b 0.80 (0.16)b 33.31 (5.54)6 191.63 (70.70)6 4.58 (0.34) 0.000 0.001 0.036 0.025 0.145 44.58 (0.70)a 2.60 (0.26)a 17.46 (1.58)a 0.61 (0.60)a 5.67 (0.12) * Upland values are from analysis of the forest floor soils only (not A or B horizons). The F statistic is the ratio of variance in sample means to variance within groups. The P value is the significance level (a=0.05). Values for nutrient content and pH are means with standard error in parentheses. Means followed by the same letter are not significantly different. Even though only seedlings thought to be naturally regenerating (true seedlings) were selected for harvest, almost half (44.4%) of the harvested seedlings were found to originate from branches of trees that had developed underground adventitious roots and formed new seedlings (layered seedlings). The qualitative attributes of root abundance (high, medium or low) and root quality (good or poor) were compared between layered and true seedlings. A greater proportion of true seedlings seemed to exhibit medium or high root abundance (92%) when compared to layered seedlings (70%). No relationship was found between root quality and regeneration type. However, a comparison between the mean number of 53 morphotypes found on 25 true seedlings (5.16 ± 0.24) and the number occurring on 20 layered seedlings (4.35 ± 0.29) indicated a significantly greater number of morphotypes on the true seedlings, regardless of habitat (p=0.037). An average of 4.8 (range of two to eight) ECM morphotypes was identified per seedling. The mean number of morphotypes varied significantly (p=0.005) between habitats, with a greater number of morphotypes occurring in the two mixed species habitats (mean of 5.2 morphotypes in each of the T and U habitats) compared to the black spruce-dominated habitat (mean of 4.0 morphotypes). The number of potential ECM host plants present in the vicinity (within 1 m^) of harvested black spruce seedlings ranged from zero to four, with an average of 1.82 per seedling. No significant differences were found in the number of potential ECM hosts between sites or habitats. Figure 2.3 shows the lack of relationship between the mean number of morphotypes and potential ECM host plants on each site. 8 □ ECM morphotypes 7 □ potential ECM hosts 6 * 5 0) S i I z 4 il 3 2 1 0 T1 T2 T3 W1 W2 W3 U1 U2 U3 Site Figure 2.3. Bar graph showing mean (±SE) number of ECM morphotypes compared to mean (+SE) number of potential ECM host vegetation (within 0.5 m of seedlings) for each site (black spruce - tamarack wetlands [T sites], black spruce-dominated wetlands [W sites] and black spruce - pine upland forests [U sites]). ECM morphotype bars labelled with the same letter are not significantly different. 54 f r '^ v * ;i: '.'4*'« ft' .4^ £ f._ ;B > » Figure 2.4. ECM morphotypes described on black spruce from three habitats in central BC. A - Lactarius 1; B - Cortinariaceae 1; C - Piloderma-, D - Thelephoraceae-like 4; E Tomentella', F - Tomentella-Wke 1 (outer mantle); G - MRA 1 (outer mantle); H - Amphinema (outer mantle with emanating hyphae). 55 '2 i ECM morphotype occurrence, frequency and abundance A total of 33 ECM morphotypes were described from 8858 root tips. Photographs of some morphotypes are presented in Figure 2.4, and complete morphological descriptions are included in Appendix II. Based on morphology, 27 ECM morphotypes were most likely basidiomycetes, three ECM types were probably ascomycetes, and three remain uncertain. Twenty-seven morphotypes were assigned to families including Thelephoraceae, Cortinariaceae and Russulaceae, or genera such as Cenococcum, MRA, Amphinema, Lactarius, Tomenteiia, Piloderma and Hebeloma. Six morphotypes could not be assigned with confidence to any taxonomic group. Overall, 85% of all root tips examined were ectomycorrhizal. Those tips (n=1337) that appeared uncolonized or only partially colonized (lacked developed mantle) were classified into a separate non-mycorrhizal group. Nonmycorrhizal tips were found on 66.7% of seedlings, including seedlings from each habitat and from all sites. The frequency of seedlings with non-mycorrhizal root tips was greater in the W sites (93.3%) than the T (60.0%) or U sites (46.7%) (Table 2.3). Nineteen morphotypes were found on three or fewer seedlings (<7%) and were defined as rare. Of the 14 more commonly identified morphotypes, eight were found in all three black spruce habitats, and accounted for 51 % of all root tips. Overall, Cenococcum occurred the most often (68.9% of all seedlings) of any morphotype (Table 2.3). It was found on 80% of seedlings from both the W and U sites, but on only 46.7% of seedlings from the T sites. Cenococcum was completely absent from one site (T1), but occurred on 90% of seedlings from T2 and T3. The second most commonly encountered morphotype overall was Cortinariaceae 2 (55.6%), which was almost twice as frequentiy identified in the U sites (80%) than in either of the wetland habitats. Russulaceae 2, MRA 1, Amphinema and Cortinariaceae 1 (31.1 to 37.8%) were all found most often on seedlings from the U sites. Thelephoraceae-like 1 and Tomenteiia-Wke 1 types were more frequently found on seedlings 56 from the T sites than on seedlings from the W or U sites. Interestingly, Thelephoraceae-like 1 was found on 80% of the seedlings from T 1, the site lacking Cenococcum. Six of the most commonly identified morphotypes appeared to be absent from one or more habitats. Lactarius 1 ECM were found on seedlings from both wetland habitats but not from the upland habitats and occurred much more often in the T sites (31.1% of seedlings). Three morphotypes were found on seedlings from both the W and U habitats: Thelephoraceae 1 and orange 1 were more frequently described from the U sites and Thelephoraceae-like 4 was more frequently described from W sites. Of the morphotypes described from a single habitat (total of 14), most were considered rare and only two were found on more than three seedlings. Tomentella (13.3% of all seedlings) was found only in the T habitat (p=0.011) and Piloderma (15.6% of all seedlings) was found in only the U habitats (p=0.001). Several morphotypes exhibited <6% overall frequency, but were fairly common within a single habitat. These included Lactarius 3, Russulaceae 1 and cottony halo types, which occurred on 20% of seedlings from the U, T, and W sites, respectively. The average community similarity, based on ECM morphotype composition, was 27% between all three black spruce habitats. The T sites shared 36% of ECM morphotypes with each of the W and U sites; 42% of morphotypes were described from both the W and U sites. 57 Table 2.3. Treatment effects, percent abundance (mean ± SE) and frequency of occurrence (%) for ECM morphotypes of black spruce growing in three habitats. ECM morphotypes are presented in order of decreasing overall frequency rank. Treatment Effect ECM Morphotype Cenococcum Cortinariaceae 2 Russulaceae 2 MRA 1 Amphinema Lactarius 1 Cortinariaceae 1 Thelephoraceae-like 1 Tomentelia-Wke 1 Piioderma Thelephoraceae-like 4 Tomentella cottony gold-brown Thelephoraceae 2 Lactarius 3 cottony halo Russulaceae 1 Thelephoraceae-like 2 Russulaceae 4 Tomentelia-Wke 3 Thelephoraceae-like 3 brown 1 Thelephoraceae 3 Lactarius 2 creamy rhizomorphic clamp orange 1 Cortinariaceae 3 Russulaceae 3 Black Spruce Wetland (W) Black Spruce - Pine Upland Forest (U) F P Abundance Freq Abundance Freq Abundance Freq 0.966 1.515 4.295 1.599 1.130 3.293 0.413 3.165 3.567 9.099 4.013 4.987 1.591 1.292 0.389 0.232 0.020 0.214 0.333 0.047 0.664 0.052 0.037 0.001 0.025 0.011 0.216 0.285 10.2 (4.6) 4.9 (3.3) 4.3 (7.1 )a 2.2 (1.4) 10.1 (7.9) 15.7 (6.6)a 5.6 (3.3) 7.0 (3.4) 5.4 (2.6)a 0.0 (O.O)a 0.0 (O.O)a 7.9 (3.5)a 2.6 (1.8) 0.0 (0.0) 0.0 (0.0) 0.0 (O.O)a 4.1 (2.7) 2.2 (1.5) 0.0 (0.0) 1.6 (0.9) 0.5 (0.4) 0.3 (0.3) 0.3 (0.3) 3.1 (2.8) 2.0 (2.0) 46.7 40.0 33.3 33.3 33.3 66.7 20.0 46.7 33.3 0.0 0.0 40.0 13.3 0.0 0.0 0.0 20.0 13.3 0.0 20.0 13.3 6.7 6.7 13.3 6.7 18.2 (5.9) 3.9 (1.6) 3.0 (1.8)a 2.2 (1.2) 4.0 (2.4) 6.0 (3.7)ab 2.4 (1.9) 1.1 (1.1) 0.5 (0.5)b 0.0 (O.O)a 11.7 (5.8)b 0.0 (O.O)b 0.7 (0.5) 0.7 (0.7) 0.0 (0.0) 6.0 (3.3)b 0.0 (0.0) 0.0 (0.0) 0.8 (0.5) 0.0 (0.0) 0.0 (0.0) 0.0 (0.0) 3.7 (3.7) 0.0 (0.0) 0.0 (0.0) 80.0 46.7 26.7 33.3 20.0 26.7 33.3 13.3 6.7 0.0 33.3 0.0 13.3 6.7 0.0 20.0 0.0 0.0 13.3 0.0 0.0 6.7 6.7 0.0 0.0 10.7 (2.3) 10.9 (3.8) 21.8 (6.8)6 6.1 (2.5) 12.1 (4.2) 0.0 (0.0)6 4.2 (2.0) 0.3 (0.3) 0.3 (0.3)6 7.0 (2.3)6 0.1 (0.1 )a 0.0 (0.0)6 0.0 (0.0) 0.7 (0.7) 6.6 (5.2) 0.0 (O.O)a 0.0 (0.0) 1.6 (1.6) 1.7 (1.7) 0.0 (0.0) 1.1 (1.1) 1.0 (1.0) 0.0 (0.0) 0.0 (0.0) 0.8 (0.8) 80.0 80.0 53.3 53.3 46.7 0.0 40.0 6.7 13.3 46.7 6.7 0.0 0.0 20.0 20.0 0.0 0.0 6.7 6.7 0.0 6.7 6.7 0.0 0.0 6.7 0.0 (0.0) 0.0 (0.0) 2.2 (2.2) 0.0 (0.0) 0.0 (0.0) 0.0 (0.0) 0.0 (0.0) 0.0 (0.0) 5.2 (1.7)a 0.0 0.0 6.7 0.0 0.0 0.0 0.0 6.7 60.0 1.5 (1.5) 2.8 (2.8) 0.0 (0.0) 0.0 (0.0) 0.0 (0.0) 0.7 (0.7) 0.3 (0.3) 0.0 (0.0) 30.0 (5.7)b 6.7 6.7 0.0 0.0 0.0 6.7 6.7 0.0 93.3 0.6 (0.6) 0.0 (0.0) 0.0 (0.0) 0.8 (0.8) 0.8 (0.8) 0.0 (0.0) 0.0 (0.0) 0.0 (0.0) 10.0 (4.1 )a 6.7 0.0 0.0 6.7 6.7 0.0 0.0 0.0 46.7 1.594 0.215 3.343 0.045 MRA 2 brown 3 Hebeloma Tomenteiia-Wke 2 Thelephoraceae 1 non-mycorrhizal Black Spruce Tamarack Wetland (T) 9.785 0.000 The F statistic is the ratio of variance in sample means to variance within groups. The P value is the significance level (a=0.05). Mean abundance values (calculated per seedling [n=15]) were tested using a one-way ANOVA for each habitat. Post-hoc Fisher’s LSD tests were used to determine where significant differences occurred. Means followed by the same letter within rows are not significantly different. 58 In general, morphotypes that occurred most frequently were also more abundant on root systems (greater proportion of total root tips). Cenococcum and Russulaceae 2 each accounted for greater than 10% overall ECM abundance (Table 2.3), whereas nine morphotypes each represented between 2-5% of the overall ECM community and 19 morphotypes accounted for less than 2% each. The rank-abundance curve is shown as a straight line (Figure 2.5). 3.5 3 g <0 2.5 2 s. p 1.5 I % 1 0.5 0 0 5 10 15 20 30 25 35 Morphotype Abundance Rank Figure 2.5. Log-transformed rank-abundance plot of the overall ECM fungal community of black spruce. The morphotype abundance rank order, beginning with Cenococcum, corresponds to the order on the y-axis of Figure 2.7. ■ jr— T 2 .5 Sites ■s— W S ite s U Sites 75% of Amphinema and Piloderma types produced patterns compared to only 3748% for the Cortinariaceae and Thelephoraceae -like types (Table 3.1). Both Cenococcum and MRA 1 had moderate success rates (50% and 74%, respectively). Of non-mycorrhizal tips that produced patterns, over 80% matched patterns of Cenococcum (genotypes 1 and 2), MRA 1 (genotypes 2 and 3), Amphinema (genotype 3), Russulaceae 1 (genotype 1), Russulaceae 2 (genotypes 1 and 6) and Thelephoraceae-like 2 (genotype 2). In each case, the corresponding morphotype was previously described on the seedling or site with which the non-mycorrhizal tip was associated. 92 Cluster analysis o f fragment patterns for ECM morphotypes Cluster analysis of fragment patterns for all ECM sampled for molecular assessment generally confirmed the morphological classification. ECM classified as the same morphotype tended to cluster together on branches of the neighbor joining tree (Appendix III). Comparisons of these ECM patterns with reference databases containing patterns from ECM root tips from previous studies often confirmed the taxonomic naming of morphotypes (phylograms not included). For example, reference samples of Amphinema, Piloderma, Cenococcum and MRA 1 were consistently grouped within clades representing those morphotypes described in our study. In one case, a group of non-mycorrhizal samples clustered with a reference sample of E-strain, allowing tentative identification of these ECM as a morphotype not described in this study. Comparison of patterns from ECM root tips with patterns generated from sporocarps collected from field sites generally did not aid in identification of morphotypes. The sporocarp patterns usually grouped on their own branches rather than within morphotype clades. However, there were two exceptions to this. Lactahus deiiciosus (Fries) S.F. Gray grouped within the Lactahus 1 genotype 1 clade and Lactahus torminosus (Schaeff. ex Fr.) Gray grouped within the Lactahus 3 genotype 1 clade. Most morphotypes consisted of several genotypes; the average fragment lengths for all genotypes are presented in Table 3.1. ECM morphotypes having the most genotypes included Amphinema (six), Cortinariaceae 2 (six), and Russulaceae 2 (seven). Cenococcum (two), Thelephoraceae-like 1 (one), Piloderma (one) and Lactahus 3 (one) had the fewest number of genotypes. In some cases, delimitation of genotypes was based on fragment size variation in only one of the three enzyme digests. For example, Amphinema genotypes 1, 2 and 3 varied by only the Alu I and genotype 4 differed from genotype 1 in 93 patterns generated by only the Rsa I enzyme. The single genotype of Lactarius 3 arguably varied from Lactarius 1 genotype 1 in only the Hinf\ pattern, as both profiles showed fragments that were not digested by the Rsa I enzyme, even though length variation was observed. For some ECM genotypes, differences were observed in two of the enzyme profiles. For example, with respect to Russulaceae 1, genotypes 1 and 2 showed very similar fragment patterns with the Hinf\ enzyme, but different patterns with the Alu I and Rsa I enzymes. Most genotypes differed from one another in all three enzyme profiles. This was especially true when genotypes were compared between morphotypes. In several instances, the similarity in fragment patterns allowed genotypes and, sometimes, entire morphotypes to be merged. Examples include a Russulaceae 2 genotype that was found to match Lactarius 1 genotype 3, and the single cottony gold-brown genotype, which matched Amphinema genotype 6. In each case, there were also similarities in the morphological descriptions and habitat occurrence, which supported merging the genotypes. Interestingly, when multiple genotypes occurred within a morphotype, a single genotype often appeared to dominate. For example, Cenococcum genotype 1 accounted for 83% of all Cenococcum samples (total of two genotypes), MRA 1 genotype 2 represented 59% (total of three genotypes), and Russulaceae 2 genotype 1 made up 46% (total of seven genotypes) of all samples. Within other morphotypes such as Amphinema (total of six genotypes), a more even abundance of genotypes was observed. 94 Table 3.1. Habitat (black spruce - tamarack (T) wetlands, black spruce-dominated (W) wetlands, and black spruce - pine (U) upland forests) and approximate fragment sizes (bp) of the amplified ITS region for black spruce ECM morphotypes and genotypes. ECM Morphotypes Habitat No. Undigested and Genotypes T W u samples size (bp) Alu\ Approximate fragment sizes (bp) Hinf\ Rsa I Cenococcum genotype 1 genotype 2 + + + + 45 8 790 915 440 400 150 240 110 80 150 115 275 435 165 130 290 165 3 14 6 870 855 935 640 650 655 145 150 150 120 110 115 385 445 440 210 145 250 160 185 165 7 2 770 860 920 365 445 425 175 230 190 160 110 190 110 130 115 280 285 350 165 150 165 155 165 150 690 740 710 530 600 620 370 190 190 190 310 260 185 195 110 115 115 150 110 150 150 110 110 335 335 335 295 365 360 320 290 295 290 200 185 345 290 165 150 170 155 165 150 165 140 165 145 160 145 165 150 555 610 775 465 995 975 980 100 920 950 MRA1 genotype 1 genotype 2 genotype 3 Russulaceae 1 genotype 1 genotype 2 genotype 3 Russulaceae 2 genotype 1 genotype 2 genotype 3 genotype 4 genotype 5 genotype 6 genotype 7 Russulaceae 3 genotype 1 Russulaceae 4 genotype 1 Lactarius 1 genotype 1 genotype 2 genotype 3 + + + + + + + + + + + + 5 730 175 835 175 125 + + + 26 950 4 4 12 1000 + + 1 5 + 3 980 980 955 1015 860 1 1040 590 190 170 110 360 285 170 155 615 300 175 4 1040 465 285 190 115 415 310 170 155 1015 + 21 3 11 520 430 470 290 245 280 190 110 190 115 185 105 415 325 335 350 215 285 165 165 170 150 145 155 1015 + 1070 950 1000 + + + + + + 120 790 180 630 170 790 190 95 195 175 205 185 200 200 165 1020 555 465 105 ECM Morphotypes Habitat No. Undigested T W u samples size (bp) Alu\ and Genotypes Approximate fragment sizes (bp) Hinfl Rsa 1 Lactarius 2 + genotype 1 + genotype 2 Lactarius 3 genotype 1 Thelephoraceae 3 genotype 1 Thelephoraceae-like 1 + genotype 1 genotype 2 Thelephoraceae-like 2 genotype 1 + genotype 2 Thelephoraceae-like 3 + genotype 1 Thelephoraceae-like 4 genotype 1 genotype 2 genotype 3 Tomentella 1 + genotype 1 + genotype 2 + genotype 3 Tomentella-Wke 1 + genotype 1 + genotype 2 3 3 950 980 510 520 190 190 110 115 85 350 340 330 320 170 165 155 155 16 1070 515 285 185 110 350 315 165 150 100 1040 + 4 980 405 230 220 120 340 185 130 90 625 410 + 8 4 950 950 420 430 185 185 150 110 150 95 320 350 225 300 165 165 150 150 855 1025 4 3 1010 1000 560 525 190 235 155 110 180 110 320 330 260 170 255 165 150 150 1 965 425 185 150 120 360 320 165 150 1025 7 3 3 1000 900 965 475 395 465 280 260 245 185 125 185 110 185 110 325 320 315 280 215 295 170 155 160 150 145 145 545 455 580 180 975 6 2 1000 1000 990 370 480 430 190 380 190 125 105 185 150 115 95 325 315 360 265 165 285 235 320 165 155 110 945 180 120 1025 155 790 205 965 1010 435 525 230 250 185 120 110 190 160 115 315 365 190 165 170 155 150 1 1 875 415 185 120 110 220 190 165 150 4- 4- + + + 1 6 95 90 935 1055 85 + 96 90 175 175 840 185 830 210 990 910 Tomentella-Wke 3 genotype 1 100 980 185 160 ECM Morphotypes Habitat and Genotypes T W U Cortinariaceae 1 genotype 1 genotype 2 genotype 3 Cortinariaceae 2 genotype 1 genotype 2 genotype 3 genotype 4 genotype 5 genotype 6 Cortinariaceae 3 genotype 1 Hebeloma genotype 1 Piloderma genotype 1 Amphinema genotype 1 genotype 2 genotype 3 genotype 4 genotype 5 genotype 6 cottony halo genotype 1 genotype 2 genotype 3 + + + + + + + + + + + + + + + + + + No. Undigested mpies size (bp) A lu\ Approximate fragment sizes (bp) Hinf\ Rsa i 6 9 2 1060 1040 1040 670 620 605 185 185 185 145 110 145 110 145 110 370 360 355 340 345 345 140 120 165 155 165 150 935 850 1060 175 175 7 11 2 5 3 2 955 940 1045 1075 1035 985 430 355 735 440 440 450 185 235 225 330 190 185 145 115 80 185 150 130 290 170 155 170 150 260 165 150 300 170 155 350 165 150 305 160 150 785 910 835 1090 905 1030 175 175 225 220 185 150 110 145 110 335 360 370 340 370 335 10 930 665 165 115 320 290 165 155 520 395 2 895 360 240 180 135 335 275 130 840 195 17 920 365 260 190 110 315 180 165 155 850 175 16 14 10 5 10 6 900 950 940 950 940 920 365 575 365 460 365 275 190 185 235 363 190 240 140 110 150 160 140 185 295 290 285 285 285 170 165 155 165 155 165 110 165 150 160 145 155 780 790 775 945 920 1085 175 175 175 115 175 110 325 325 335 315 320 370 6 8 2 1040 1055 1000 425 430 395 250 255 260 190 115 105 190 130 95 185 110 100 345 355 320 330 330 220 165 155 165 150 165 155 1035 885 85 625 97 90 85 110 85 125 100 165 180 180 175 200 175 Undigested ECM Morphotypes Habitat No. and Genotypes T W U samples size (bp) Alu I creamy rhizomorphic clamped + genotype 1 + genotype 2 orange 1 genotype 1 + brown 1 + genotype 1 brown 3 + genotype 1 E-strain + + + genotype 1 Approximate fragment sizes (bp) Hinf\ Rsa 1 5 4 940 950 595 430 190 185 110 145 110 2 940 430 185 150 125 115 2 900 590 420 2 1040 365 295 185 125 6 830 360 255 180 105 90 95 295 295 240 230 165 165 155 85 985 145 115 1025 220 170 140 115 1070 215 180 165 150 985 370 335 165 150 1030 325 175 140 950 DNA fragments (bp) from amplification of fungal rDNA using the ITS1 and NLGBmun primers and digestion with the restriction endonucleases Alu I, Hinf\ and Rsa I. 98 Molecular diversity within ECM morphotypes Table 3.2 shows Shannon, Simpson and Phi diversity index values for 14 oommonly occurring ECM morphotypes producing fragment patterns in this study. All three diversity indices identified Piloderma, Lactarius 3 and Cenococcum as the morphotypes exhibiting the lowest molecular diversity. Both Piloderma and Lactarius 3 samples (described from the upland sites only) generated only one fragment pattern each; Cenococcum had two genotypes. The Phi index value was also low for the cottony halo morphotype. Amphinema, Cortinariaceae 2 and Russulaceae 2 (Shannon and Simpson) and Tomenfe/Za-like 1, Thelephoraceae-like 4 and MRA 1 (Phi) resulted in the highest index values. All three diversity indices suggested that Lactarius 1, Cortinariaceae 1 and Tomentella exhibited intermediate diversity values. Table 3.2. Diversity values (Shannon, Simpson and Phi) for 14 ECM commonly occurring on regenerating black spruce in three habitats. ECM Morphotype Cenococcum MRA 1 Russulaceae 2 Lactarius 1 Lactarius 3 Thelephoraceae-like 1 Thelephoraceae-like 4 Tomentella 1 Tomenfe//a-like 1 Cortinariaceae 1 Cortinariaceae 2 Piloderma Amphinema cottony halo Habitat No. of genotypes T W U 2 3 7 3 1 2 3 3 2 3 6 1 6 3 + + + + + + + + + + + + + + + + + + + + + + + + + + + + Shannon Simpson % success n 50.5 74.2 65.1 50.0 80.0 48.0 37.1 37.5 36.8 44.7 48.4 77.3 80.3 94.1 54 32 56 37 16 12 13 9 7 18 34 18 61 16 0.42 0.92 1.70 0.73 0.00 0.64 1.01 0.85 0.41 0.96 1.60 0.00 1.71 0.97 1.35 2.32 4.33 1.73 1.00 1.94 2.89 2.25 1.40 2.62 4.78 1.00 5.61 2.73 Phi 0.121 0.367 0.247 0.239 0.140 0.177 0.380 0.214 0.413 0.214 0.211 0.048 0.217 0.112 Habitat effects on ECM genotype distribution and diversity With respect to molecular diversity, there were no significant differences between mixed black spruce - tamarack wetland, spruce-dominated wetland, and mixed black spruce - lodgepole pine upland habitats, as measured by the Shannon, Simpson and Phi indices (Table 3.3). The 99 Simpson index suggested possibly greater diversity in the W sites; in contrast, Phi values were highest for the T and U habitats. Shannon values were similar across all habitats. Table 3.3. Mean diversity values (Shannon, Simpson and Phi indices) for molecular genotypes of ECM from three black spruce habitats. Diversity Index Shannon Simpson Phi Treatment Effect Tam arack-Spruce F P Wetland 0.075 1.727 1.436 0.928 0.256 0.309 2.300 (0.070) 9.513(0.877) 0.363 (0.035) Black Spruce Wetland Pine - Spruce Upland 2.297 (0.130) 11.300 (1.857) 0.307 (0.027) 2.247 (0.117) 7.670 (1.227) 0.378 (0.031) Values for indices are means with standard error in parentheses. Means were tested using a one-way ANOVA (a=0.05) for each habitat. Genotype occurrence across habitats (Table 3.1) and between sites revealed distribution patterns that were not obvious following morphotype characterization. Some ECM morphotypes such as Cenococcum, MRA 1 and Cortinariaceae 1 were described morphologically as occurring in all three habitats. Genotypes identified for each of these ECM also appeared to have a fairly even distribution across the habitats. In contrast, genotypes for other ECM that also occurred in all three habitats (morphotypes such as Amphinema, Cortinariaceae 2, and Russulaceae 1 and 2) had more uneven patterns of distribution. Amphinema genotypes were limited to one (for five genotypes) or two (for one genotype) habitats, with approximately two genotypes in each habitat. Cortinariaceae 2 had two genotypes in two of three habitats, with the remainder (four) in single habitats. One Russulaceae 1 genotype was in all three habitats; two genotypes only occurred in T sites. With respect to Russulaceae 2, six of eight genotypes only occurred in U sites, and one genotype each was in each wetland habitat. Other habitat distribution patterns were observed when ECM genotypes were considered within larger taxonomic groups. For the Cortinariaceae group, the number of genotypes occurring in all habitats was fairly even. In contrast, more Lactarius genotypes were in the T habitat (four) 100 then in either of the W (two) or U (one) habitats. Interestingly, one half of Russulaceae genotypes occurred in the U habitat (eight), with the remainder divided fairly evenly between the wetland habitats. The majority (88%) of genotypes in the group comprised of Thelephoraceae, Tomentella and brown types were in the wetland habitats, with twice as many in the T sites. DISCUSSION Molecular diversity: genotype and ECM community variation across habitats Sixty-five individual genotypes were delimited from the 29 ECM morphotypes successfully amplified and digested in our study. This order of magnitude is in line with findings of others using similar methods. In BO, Mah et a i (2001) detected 22 genotypes for the eight most common ECM morphotypes described on hybrid spruce and Sakakibara et a i (2002) documented 26 genotypes for 11 morphotypes of Douglas-fir. Mehmann et a i (1995) found 23 genotypes within 18 morphotypes on Norway spruce in Switzerland. Not all fungal genotypes were detected in all habitats sampled and this has also been previously corroborated by several authors (Gehring et a i 1998; Jonsson et a i 1999; Mah et a i 2001; Sakakibara et a i 2002). Six genotypes were found in all three black spruce habitats, six were identified in two habitats, and 53 occurred in single habitats only. Approximately 28 genotypes were found in each of the three habitats. Our results suggest that, although some genotypes (within morphotypes) were habitatgeneralists, several genotypes were habitat-specialized. Dominant genotypes for Cenococcum, MRA 1, and Cortinariaceae 1 were found in all three habitats; however, one genotype for each of these ECM occurred in low numbers in only one habitat. All genotypes for Amphinema, Cortinariaceae 2, and all Russulaceae (with one exception) occurred in only one or two habitats. Mah et a i (2001 ) also detected site-specific and seedling type-specific genotypes for MRA, 101 Amphinema and Tuber on hybrid spruce roots from naturally regenerating or planted seedlings from mature, olear-out, or out and burned sites. Sakakibara et al. (2002) provide evidence for a habitat-specific genotype of Cenococcum on Douglas-fir seedlings in addition to a habitatgeneralist Cenococcum genotype found in both forest types from which they sampled. Based on RFLP profiles, Byrd et al. (2000) identified 106 ECM species for lodgepole pine, of which only 10 species were found in both clear-cut and undisturbed sites. Koljaig etal. (2000) also described a range of site-specificities for tomentelloid genotypes in Swedish boreal forests based on ITS sequences. Few studies have directly examined the spatial distribution of ECM genotypes in different habitats, and incidental distribution information is often lost in studies where the number of samples subjected to molecular analysis is low. For example, Kernaghan (2001) described Amphinema byssoldes, Cenococcum geophllum, and Tomentella species as being ubiquitous in temperate ectotrophic plant communities, and as forming symbioses with a wide variety of hosts in two high-elevation sites in the Alberta Rockies. Their small molecular sample size, though suitable for confirming the identity of several ECM through comparisons to a database of sporocarp RFLPs, was not large enough to detect variation in genotypes between sites. Based on comparisons of diversity index values (Shannon, Simpson and Phi), there was no significant difference in molecular diversity between mixed black spruce - tamarack wetland, black spruce-dominated wetland and black spruce - lodgepole pine upland forest habitats. Similar to Gehring et al. (1998), our study found that species (genotype) richness of the ECM fungal community remained fairly constant across environmental gradients ranging from extreme (i.e. very wet in our study) to fairly moderate. One explanation may be that fungal symbionts receive most of their energy from their plant hosts, and therefore may be buffered against the environmental extremes that their plant associates experience (Gehring et al. 1998). 102 Although our original sampling for molecular analysis was proportional to ECM morphotype occurrence, variable amplification and digestion success rates most likely affected the resulting relative abundance of genotypes and subsequent analysis. The Shannon index values indicated close similarities in genotype richness and evenness between habitats. The Simpson index (which emphasizes dominant genotypes) showed a trend of decreasing diversity from the black spruce-dominated wetlands, to the black spruce tamarack wetlands, to the black spruce - pine uplands; this trend was opposite to the results for morphotype diversity measurements. The dependence of the Shannon and Simpson indices on defining genotype proportional abundance presents an inherent problem with using these indices to measure the molecular diversity of the ECM community. The Phi Index, which does not rely on proportional abundance for genotypes (Mah et al. 2001 ), resulted in diversity values that exhibited similar trends compared to those observed for morphological diversity (i.e. greater diversity in uplands and mixed wetlands compared to black spruce-dominated wetlands). Because ECM fungal species exist as populations of many genetic individuals, there is, theoretically, some phenotypic variation in the ability of these species to colonize host plants, promote plant growth, and adapt to changing environmental factors (Molina etal. 1992; Gehring et al. 1998). Relatively little Is known about the levels of phenotypic variation under different environmental conditions (Egger 1995). On large geographic scales, the ITS region is expected to show intraspecific variation because it evolves rapidly and populations of a species can become reproductively isolated (Horton 2002). However, based on a small sporocarp sample, Kârén etal. (1997) reported that the Intraspecific variation in the ITS region was negligible at local scales. If some intraspecific variation represents ecotypic adaptation to environmental pressures, it seems probable that variation in the ITS region could occur at different geographic 103 scales ranging from regional landscapes to localized heterogeneity In edaphic conditions (Calrney 1999). In a study that assessed pinyon pine ECM along soil moisture and nutrient gradients In Arizona, Gehring etal. (1998) demonstrated a link between ECM community composition (shifts In fungal genera and species between sites) and soil type In ablotlcally stressed sites. Ablotlcally stressed habitats, as defined by Gehring etal. (1998), are those at the extreme ends of environmental gradients of soil moisture, nutrients, temperature, etc. In our study, watersaturated soils may present challenges to at least some ECM fungi In their ability to thrive and form functional symbioses (Stenstrom 1991; Roy etal. 1999). In addition, saturated soils may exert selective pressure on the ITS region, resulting In genotypic differences. Localized heterogeneity In other soil characteristics (e.g. nutrient availability, temperature, pH, etc.) and microtopography, as well as relative position to other major ECM vegetation, may account for genotype differences within sites, although no correlations with specific habitat attributes were detected In the present study. Assessing the distribution of genotypes and how this might relate to the ecological roles of ECM fungi would be Interesting to explore In future studies; this would require extensive multl-lsolate screening to determine the extent of ecotypic adaptation In ECM fungi (Calrney 1999). Molecular diversity within ECM morphotypes Variation In the number of fragment patterns within morphotypes ranged from low for types such as Piloderma, Lactarius 3, and Cenococcum to high for Amphinema, MRA 1, Cortinariaceae 2 and Russulaceae 2. The number of genotypes varied greatly, depending on morphotype. Mah et al. (2001) also found large differences In patterns within some morphotypes; In their study, Cenococcum exhibited a single genotype compared to six genotypes for Amphinema. In 104 contrast, Sakakibara et al. (2002) attempted to sample ECM to increase chances of detecting variation but found very little in the ITS region for the morphotypes they examined. One possible reason for this difference is that there may be little variation in the ITS region of some Douglas-fir ECM. Minor differences in analysis techniques, as well as decisions made during morphotyping (e.g. whether to classify morphotypes together or to separate them) and assigning fragment patterns to genotypes, may all account for differences identified within morphotypes. In addition, genotypes were defined by similarities in fragment patterns within a 5% tolerance limit in our study. Others have used a 6% tolerance limit using the same analysis software (Scanalytics) as used in our study (Mah et ai. 2001), or set an approximate tolerance limit based on visual pattern comparisons as the method of analysis. Viaud et al. (2000) suggest that each step in a molecular analysis (i.e. sampling, DNA extraction, PGR and RFLP) can be a source of bias which may lead to a distorted view of what is happening in the natural system. Some of the genotypic diversity within morphotypes in our study likely resulted from the relatively large number of samples processed. Sakakibara et al. (2002) found that 8 of 11 morphotypes each had one dominant set of fragment patterns; these dominant patterns represented 80-100% of all 227 root tips generating patterns. Situations in which one genotype dominated within a morphotype were also found in our study as well as in those of Gehring et al. (1998) and Mah etal. (2001); however, within some morphotypes, a more even abundance of several genotypes was observed. Horton (2002) examined several sporocarps for each fungal species from a 10 km^ area and reported that some species had multiple genotypes with one dominating, while some had multiple genotypes without any genotype dominating (e.g. Lactarius deiiciosus). In this example, most of the fragment patterns varied in only one of three enzymes, suggesting limited variations in ITS sequence. 105 The Shannon and Simpson Indices assessed ECM molecular diversity as highest for Amphinema, Cortinariaceae 2 and Russulaceae 2 morphotypes as compared to Phi index values that were also high but less than values for MRA 1, Thelephoraceae-like 4 and Tomentella-Wke 1. With respect to Thelephoraceae-like 4 and Tomentella-Wke 1, relatively low sample sizes and very low amplification and digestion success rates may have contributed to the higher Phi values. For MRA 1, the neighbor joining tree shows many small variations (within the 5% tolerance) in fragment patterns grouped under three genotypes of MRA 1. These differences might increase the pairwise distances resulting in greater Phi diversity as compared to Shannon and Simpson diversity, where the number of genotypes and their relative abundance were emphasized in the calculations. All diversity indices showed agreement for the middle values, suggesting some level of congruence among indices. Intermediate diversity was observed for Tomentella, Lactarius 1 and Cortinariaceae 1. The lowest diversity, indicated by all three diversity indices, was in Piloderma and Lactarius 3, two habitat-specific morphotypes found only in upland habitats, and Cenococcum, a generalist found in all three habitats with one genotype found only in black spruce-dominated wetlands. Fragment patterns of Piloderma ECM (found strictly associated with coarse woody debris in this study) were similar to those of Piloderma genotype 2 (Mah et al. 2001 ), Piloderma III and P. bysslnum IV (Sakakibara etal. 2002). Multiple genotypes for Piloderma have been described in the other studies, but not ours. Lactarius 3 was tentatively identified as L. tormlnosis through comparison to a sporocarp reference database. Lactarius species have been shown to exhibit intraspecific variation in other habitats (Horton 2002). 106 Most investigators who have examined the ITS region have detected intraspecific variation in some ECM morphotypes or species. Assessing fragment patterns from cultured Cenococcum geophllum isolates from geographically-diverse origins, LoBuglio etal. (1991) reported a high level of rDNA variation in 71 isolates; Farmer and Sylvia (1998) also detected intraspecific genetic variation in the fungi Cenococcum geophllum and PIsolithus arhizus. From ITS sequences of cultured organisms, Aanen etal. (2001) described variation in Hebeloma velutipes and Manian etal. (2001) found heterogeneity among common European Suillus isolates. Further evidence for multiple genotypic species within morphologically-defined fungal species have been shown for Cortinarius rotundisporus and Hebeloma species (Sawyer et al. 1999) as well as Lactarius deiiciosus and Inocybe lacera (Horton 2002). In our study, the highest molecular variation was observed in the less well-defined morphotypes (i.e. Cortinariaceae and Russulaceae); these grouped in polyphyletic clusters of genotypes on the neighbor joining tree and may actually represent several species. In taxa such as Laccarla, Inocybe, and Cortinariaceae, there appears to be a higher probability of observing intraspecific genetic variation (Kârén et al. 1997; Horton 2002). This was true for the Cortinariaceae types described in our study. Interestingly, the genetic heterogeneity of Cenococcum rDNA reported from culture studies by LoBuglio etal. (1991) and Farmer and Sylvia (1998) was not observed in the field-based studies described by Mah etal. (2001), Sakakibara etal. (2002) and ours. Besides the use of cultured isolates versus field-collected root tips and different PCR primers, an important distinction between these studies was the geographic origin of fungal rDNA. Fungi used in the studies by LoBuglio etal. (1991) and Farmer and Sylvia (1998) originated from broad geographic regions in the eastern USA and Europe, while the three latter studies were conducted in temperate forests in the interior of BC. Comparison between fragment patterns of the five Cenococcum 107 genotypes from BC suggests potential overlap in two patterns: genotype 1 (our study) and Cenococcu/n-like I (Sakakibara et al. 2002). This similarity is based on patterns from two restriction enzymes {Alu I and Hinf\) that also produced nearly identical patterns in Cenococcum genotype 1 (Mah et al. 2001); the latter genotype differs from our dominant Cenococcum genotype in the Rsa I enzyme pattern. Gehring etal. (1998) suggest that restriction endonuclease digestion with two enzymes may produce fragment patterns that distinguish among genera, and frequently species within a genus. Different species were also distinguished by Gardes and Bruns (1996) using two restriction enzymes. Whether or not the Cenococcum genotypes described in Mah etal. (2001), Sakakibara etal. (2002) and our study are of the same species, there appears to be some variation in the Cenococcum ITS region across three different host species within relatively similar forest types of interior BC. Identification o f ECM Species Comparisons between fragment patterns for ECM described in our study and reference databases compiled from previously described ECM root tips and sporocarps generally supported the morphological classification of ECM to fungal genera and families. In most cases, these comparisons did not provide higher resolution for identification of fungal species and, with the possible exception of two Lactarius species, failed to definitively identify unidentified ECM morphotypes. Others have reported poor correlation between sporocarp and ECM fragment patterns (Gardes and Bruns 1996; Kârén etal. 1997; Horton and Bruns 2001; Horton 2002), but closely related fungi can be grouped together on the basis of the presence or absence of ITS fragments (Kârén etal. 1997). 108 REFERENCES Aanen, O.K., T.W. Kuyper and R.F. Hoekstra. 2001. A widely distributed ITS polymorphism within a biological species of the ectomycorrhizal fungus Hebeloma velutipes. Mycol. Res. 105: 284-290. 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Ill Conclusions Our study was the first to describe the structure and diversity cf ECM communities associating with black spruce, an important tree species of the Canadian boreal forest. Across its habitat range in the SBS zone of central BC, this species hosted a diverse community of rootassociated ECM fungi consisting of a total of 33 morphotypes and 65 genotypes (from 29 morphotypes). The composition of ECM communities varied in the different habitats (overall similarity of 27%), but the total number of species described in each (richness) did not. The number of morphotypes detected in any one of the habitats (black spruce-dominated wetlands, mixed black spruce - tamarack wetlands, and black spruce - lodgepole pine upland forests) represented approximately two thirds of the overall ECM community; approximately 43% of all fungal genotypes were found in each habitat. Results emphasize the importance of sampling across an ecological range to more completely describe ECM communities associated with a particular host species. The communities described in our study consisted of many ECM taxa, including Cenococcum, MRA, Russulaceae, Lactarius, Thelephoraceae, Tomentella, Cortinariaceae, Hebeloma, Piloderma and Amphinema. ECM morphotypes, and in some cases, fungal genotypes, resembled those described on other hosts in similar studies. Many of these taxa have previously been associated with nitrogen-limited, acidic forest soils. The molecular analysis revealed varying degrees of genetic diversity (in the ITS region of fungal rDNA) within the previously described ECM morphotypes. Piloderma, Cenococcum, and Lactarius 3 types showed low intraspecific diversity whereas Amphinema, MRA, Russulaceae 2, Cortinariaceae 2, Thelephoraceae-like 4 and Tomentella-Wke 1 types exhibited high diversity. These latter types grouped In polyphyletic clusters of genotypes on the neighbor joining tree and may actually represent several species. 112 Evidence supporting habitat specificity by certain taxa was obtained from both the morphological and molecular analyses. The ECM morphotypes Tomentella and Russulaceae 1 were exclusively described from the mixed black spruce - tamarack wetlands; both Piloderma and Lactarius 3 were identified from only the upland forest sites. In fact, Piloderma exhibited even greater habitat specificity, as it was consistently associated with seedlings growing in coarse woody debris. In general, fungi within the Thelephoraceae tended to be associated with the wetland habitats whereas the different Russulaceae morphotypes were often associated with either wetland or upland habitats. The molecular analysis provided greater resolution of habitat specificity trends, particularly among the habitat-generalist morphotypes. The distribution of Cenococcum, MRA and Cortinariaceae 1 morphotypes and genotypes was fairly consistant across ail three habitats; however, genotypes of Amphinema, Cortinariaceae 2 and Russulaceae 2 showed uneven patterns of distribution between habitats. This may reflect context-specific selective pressure leading to variation in the fungal ITS region due to local differences in soil characteristics such as moisture, nutrient and organic content. To determine specific ecological functions of different fungi forming ECM symbioses with various tree hosts, further studies should be conducted over ecological gradients to identify specific habitat attributes that are consistently associated with certain types of ECM fungi. ECM community diversity, as assessed by morphological analysis, was highest in the black spruce - pine upland forest habitat and lowest in the black spruce-dominated wetland habitat, with intermediate diversity in the black spruce - tamarack wetland habitat. Higher diversity in both the mixed forest habitats is most likely due to the presence of large, dominant companion plants that may provide a source of fungal inoculum for growing black spruce roots. Through the spruce mixture effect, alternate hosts such as larch and pine species may facilitate fungal colonization of black spruce roots by first allowing establishment of some fungal species on their 113 root systems. The higher ECM diversity observed in the upland forest habitat as compared to the wetland habitats might be due to soil conditions that are less water-saturated for most of the growing season. Habitat diversity differences (using ECM morphotype data) were significant when measures emphasizing species richness (Margalef and Shannon indices) were used. No significant differences in ECM diversity between habitats were found following the molecular analysis. These results may indicate that differences in community diversity between habitats were mainly attributable to the presence of rare fungal types occurring at low frequency and abundance. These rare types comprised a small proportion of the molecular sample; in addition, losses during the molecular procedures may have under-represented these morphotypes in the molecular diversity calculations. Similar community structure (dominance by a few ECM morphotypes) was observed in all three habitats, reinforcing that differences in diversity appear to be mainly attributable to differences in morphotype richness (particularly the contribution of the less frequently occurring types) between habitats rather than to their relative abundance. Future studies should be designed to examine the contributions of these rare species to ecosystem processes since they are a widely reported component of ECM fungal communities and appear to account for the differences in community diversity described in our study. Although all indices used to measure diversity between habitats in the morphology study supported the same trend, this was not the case for the molecular diversity values. Only the Phi Index supported the trends (highest diversity in the upland forests; lowest diversity in the spruce-dominated wetlands) observed In the morphological analysis. Because the Shannon and Simpson indices depend on proportional abundance of genotypes, calculation errors may 114 be introduced due to low sample sizes or losses during the experimental procedures. Heterogeneity indices as measures of molecular diversity should be used with caution. Our understanding of the community structure and diversity of black spruce ECM benefited by using a combination of morphological and molecular techniques. Whereas the morphological study captured contributions to diversity by less abundant ECM types, the molecular study revealed patterns of genetic diversity and habitat use at greater resolutions than the morphological study. Although fungal identification (as related to taxonomic placement) was generally not improved by the molecular analysis, verification of morphological classification was achieved in most cases. 115 A ppendix I. Types of vegetation compared between sites in spruce - tamarack wetland (T), spruce-dominated wetland (W) and spruce - pine upland forest (U) habitats in central BC. COMMON NAME LATIN NAME T1 12 T3 W1 W2 W3 U1 U2 U3 black spruce * tamarack * lodgepole pine * subalpine fir * scrub birch * willow * Sitka alder * western mountain ash prickly rose northern black currant black gooseberry highbush-cranberry thimbleberry bog-laurel Labrador tea black huckleberry hardback saskatoon black twinberry Picea mariana (P. Mill.) B.S.P. Larix iaricina (Du Rol) K. Koch Pinus contorta Dougl. ex Loud. var. latifoiia Abies iasiocarpa (Hook) Nutt. Betuia giandulosa var. glanduiosa Michx. Salix sp. Alnus crispa var. sinuata Regel. Sorbus scopulina Greene Rosa acicularis Lindl. Ribes hudsonianum Richard, in Frank. Ribes lacustre (Persoon) Poiret in Larm. Viburnum edule (Michx.) Raf. Rubus parvifiorus Nutt. Kaimia polifolia (Wang.) var. microphylla Ledum groeniandicum Oeder Vaccinium membranaceum Doug. Ex Hook. Spiraea douglasii ssp. menziesii Hook. Amelanchier alnifolia Nutt. Lonicera involucrata (Richards.) Banks ex. X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X Spreng kinnikinnick * twinflower bog cranberry dwarf blueberry llngonberry bog-rosemary prince's-pine dwarf nagoonberry trailing raspberry rosy pussytoes yarrow heart-leaved arnica palmate coltsfoot clasping twistedstalk queen's cup Arctostaphyios uva-ursi{L.) Spreng. Linnaea borealis L. Vaccinium oxycoccos (L.) MacM. Vaccinium caespitosum Michx. Vaccinium vitis-idaea L. Andromeda polifolia L. Chimaphiia umbellata (L.) Bart. ssp. occidentaiis (Rydb.) Huit. Rubus arcticus L. Rubus pubescens Raf. Antennaria rosea Greene Achillea millefolium L. Arnica cordifolia Hook. Petasites palmatus (Alt.) A. Gray Streptopus amplexifoiius (L.) DC. Ciintonia unifiera (Menzies ex J.A. & J.H. X X X X X X X X X X X X X X X X X X X X X X X X X X X X X Shult.) Kunth yellow coralroot round-leaved reln-orchid white bog-orchid northern twayblade rattlesnake-plantain Corallorhiza trifida Châtelain Platanthera orbicuiata (Pursh) Lindl. Platanthera dilatata (Pursh) Lindl. ex Beck Listera borealis Morong Goodyera oblongifolia Raf. 116 X X X X X X X COMMON NAME LATIN NAME 11 12 13 W1 W2 W3 U1 U2 U3 common mitrewort Mitella nuda L. Tiarella trifoliata L. var. trifoliata three-leaved foamf lower marsh cinquefoil Potentilla palustris (L.) Scop. wild strawberry Fragaria virginiana Duchesne Moneses uniflora (L.) A. Gray single delight * one-sided wintergreen * Orthilia secunda (L.) House pink wintergreen * Pyrola asarifolia Michx. common red paintbrush Castilleja mlniata Dougl. ex Hook cow-wheat Melampyrum lineare Desr. var. iineare Geocaulon livldum (Richards.) Fern. false toad-flax Epiloblum angustifollum L. fireweed Cornus canadensis L. bunchberry Aralia nudicaulis L. wild sarsaparilla buckbean Menyanthes trifoliata L. Equisetum sp. horsetail Carex sp. sedge Poa sp. grass Lycopodium obscurum ground-pine ground-cedar Lycopodium complanatum red-stemmed feathermoss Pleurozium schreberi Hylocomium splendens step moss Ptilium crista-castrensis knight's plume moss electrified cat's-tail moss Rhytidiadelphus triquetrus Polytrichum juniperinum juniper haircap moss common leafy moss Plagiomnium medium Aulacomnium palustre glow moss golden fuzzy fen moss Tomenthypnum nitens golden ragged moss Brachytheclum salebrosum Sphagnum capillaceum common red sphagnum lungwort Lobarla pulmonaria dog lichen Peltlgera canlna freckled lichen Peltigera aphthosa pixie cup lichen Cladonia sp. reindeer lichen Cladina sp. Plants that are potential ECM hosts. 117 X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X A ppendix II. Descriptions of black spruce ECM morphotypes from black spruce - tamarack wetland (T), black spruce-dominated wetland (W) and black spruce - pine upland forest (U) habitats in central BO. ECM Morphotype Morphological Features Mantle Features Emanating Hyphal Features Rhizomorphs Cenococcum black, grainy to woolly, sometimes slightly reflective, unbranched tips (0.5-2 mm) outer mantle (OM) /inner mantle (IM) net synenchyma (20-25 pm thick); stellate pattern visible at 100 X on less woolly types; cells 3-6 pm wide dark brown to black, thickwalled, septate emanating hyphae (EH) (5-6 pm wide), sometimes verrucose; no clamps none MRA^ brown-black, velvety, unbranched tip; often whitish or hyaline at tip OM felt prosenchyma; IM net synenchyma dark brown, verrucose, thicknone walled EH (2-3 pm wide); no clamps; septate H-anastomosis without clamps MRA 2 brown-black, smooth, slightly OM felt prosenchyma; IM net reflective, unbranched tip synenchyma; mantle stains pink with KOH EH rarely observed, or hyaline none or with dark pigmentation, verrucose, thick-walled EH (2-3 pm wide); no clamps; septate H-anastomosis without clamps Russulaceae 1 creamy or pale grey to OM net to irregular (interlocking) orange, smooth to slightly synenchyma; IM net cottony; straight, unbranched synenchyma; sometimes parallel or monopodial pinnate tip (~1- cells on mantle surface of 2 mm) variable widths (2-7 pm) hyaline to dark grey, very none branched EH (2-3 pm wide); septa appear close together (414 pm wide); no clamps; sometimes yellow granular cell contents Russulaceae 2 pale yellow-orange, smooth, velvety or cottony, usually unbranched or monopodial pinnate tip (0.5-2 mm); sometimes dark mottling on basal half; OM felt prosenchyma towards net few to many branched, hyaline, yellow, smooth, verrucose EH (1-3 pm wide); undifferentiated synenchyma; IM net synenchyma; yellow deposits on clamps present on some, but rhizomorphs (-20 pm OM stain green or pink with KOH; not all samples wide) sometimes present perhaps half of surface mantle (not always) cells with granular contents; mantle -10-16 pm wide Russulaceae 3 white to pale orange, smooth to slightly cottony, unbranched, club-shaped tip (-0.5 mm) very thin mantle of net prosenchyma 118 variable width (2-3 and -5 pm), hyaline, branched EH with clamps uncertain ECM Morphotype Morphological Features Mantle Features Emanating Hyphal Features Rhizomorphs Russulaceae 4 yellow-orange to orangebrown, smooth to velvety, straight to bent, unbranched tip (~1 mm) OM/IM net synenchyma few, indeterminant, hyaline EH yellow to brown, (2-3 pm wide) with large differentiated (hyphae 2-5 clamps; septate H-anastomosis pm wide) rhizomorphs with clamps (-40 pm wide) sometimes present (not always) Lactarius 1 frosty orange-brown, smooth, OM net to irregular (interlocking) straight, monopodial pinnate synenchyma; IM irregular tip, sometimes darker at the synenchyma base; rhizomorphs present few short, thick (5-8 pm wide), sometimes rhizomorphs branched, hyaline (pale yellow), (-70 pm wide) consisting septate EH; no clamps; laticifer of loose, undifferentiated hyphae (7-8 pm wide) with pale hyphae; attached at a yellow cell contents restricted point Lactarius 2 yellow-orange to pale orange, OM/IM irregular (interlocking) smooth or velvety to slightly synenchyma; thin mantle (-14-18 cottony, straight to clubpm thick) shaped, unbranched tip (<1 -4 mm) many branched, hyaline EH (2- none 3 pm wide); clamps uncertain; wide laticifer hyphae on mantle surface (5-6 pm wide); Hanatomosis; sometimes dolipores appear visible on either side of septa Lactarius 3 golden-beige, smooth, tortuous tip (3-4 mm) OM net to irregular (interlocking) very few, branched, hyaline EH none synenchyma; IM net of variable widths (2-5 pm); no synenchyma; cell widths (3-6 pm) clamps; granular cell contents; with some elongated cells (6-8 H-anatomosis pm) 119 ECM Morphotype Morphological Features Mantle Features Emanating Hyphal Features Thelophoraceae 1 orange-brown, velvety, club- OM regular synenchyma; IM net occasionally branched, hyaline, none shaped, unbranched tip (~1.5 synenchyma; angular cells 10-15 septate EH (3-4 pm wide) with mm) pm wide clamps; awl-shaped, sometimes branched cystidia (45-65 pm long), sometimes with basal clamp Thelephoraceae 2 pale orange to orange-brown (rusty-tawny), smooth to cottony, monopodial pinnate to pyramidal tip OM net prosenchyma to wards net synenchyma; IM net synenchyma; very thin mantle (-5-6 pm) Thelephoraceae 3 pale greenish-yellow, yellow or orange-brown, velvety to slightly cottony, club-shaped, unbranched tip (-1-2 mm) OM irregular (non-interlocking) to indeterminant, branched, regular synenchyma; IM net hyaline EH (2-3 pm wide) with synenchyma; sometimes oliveclamps; aseptate Hgreen deposits on mantle surface anastomosis; yellow granular cell contents none Thelephoraceae-like 1 black, grainy to felty, straight dark black OM with irregular (non- hyaline to pale yellow, bent, to club-shaped tip (0.5-3 mm) interlocking) synenchyma (cells 6- branched, septate EH (4-6 pm 8 pm wide; 16-22 pm long); IM wide); no clamps net synenchyma; with uneven black mottling on mantle surface that stains greenish-black with KOH none Thelephoraceae-like 2 brown rhizomorphs with verrucose hyphae; consists of differentiated hyphae (25-35 pm thick) hyaline, bent, finely verrucose none EH (3-4 pm wide) with granular cell contents; no clamps; septate H-anastomosis; sometimes dolipores appear visible on either side of septa OM irregular (non-interlocking) hyaline to brown, branched, dark brown to brown-black, smooth to slightly woolly or synenchyma; IM net sometimes verrucose, variable stringy, unbranched, bent tip synenchyma; -1 2 pm thick; width (2-3 and 4-5 pm) EH; no (-2 mm); rhizomorphs present uneven black mottling on mantle clamps; sometimes bottlesurface that stains greenish-black shaped or awl-shaped cystidia with KOH (2-3 pm wide) 120 Rhizomorphs ECM Morphotype Morphological Features Mantle Features Thelephoraceae-like 3 yellow-orange-brown, smooth, OM irregular (non-interlocking) to straight, monopodial pinnate regular synenchyma (cells 5-1 Op tip (0.5-2 mm) wide; 10-15p long); IM net synenchyma; mantle -15-20 pm thick Emanating Hyphai Features Rhizomorphs rare to few branched, thickwalled, hyaline EH (2-3 pm wide), sometimes with clamps (not at every septa); awlshaped, sometimes branched cystidia (50-60 pm long) with variable basal cell shape and retraction septa 2-3 pm wide; sometimes a basal clamp none none Thelephoraceae-like 4 yellow-orange, smooth, straight to club-shaped, unbranched tip (-1-3 mm) OM regular synenchyma; IM net few hyaline EH (2-4 pm wide); no clamps; awl-shaped. synenchyma; perhaps half of surface mantle cells with granular unbranched cystidia 2-4 pm contents wide and 20-100 pm long Tomentella golden-yellow to goldenbrown, smooth to grainy, unbranched or monopodial pinnate tip (-1-2 mm) OM regular to irregular (non­ interlocking) synenchyma; IM net synenchyma; clumps of round deposits on mantle surface; mantle -1 4 pm thick Tomenfe//a-like 1 rusty-dark brown, grainy, OM regular to irregular (non­ slightly reflective, straight. interlocking) synenchyma; IM net unbranched tip (-1 mm); often synenchyma; OM cell widths 2-5 with dark (black) mottling pm Tomentella-Wke 2 yellowish-brown to brownblack, velvety to cottony, unbranched, club-shaped tip (-1 mm) OM net to irregular (possibly bent, branched, hyaline EH (4- none interlocking) synenchyma; IM net 6 pm wide); variable lengths with clamps synenchyma Tomentella-Wke 3 olive-brown-black; smooth to velvety, straight to bent, monopodial pinnate tip (1-5 mm); usually hyaline at tip few, short (50-80 pm wide), OM irregular (possibly non­ interlocking) synenchyma; IM net highly branched, hyaline to synenchyma; thin mantle (-8 pm) brown EH (2-4p wide) with with uneven dark brown mottling clamps 121 few branched, hyaline EH (3.5- none 4 pm wide) with large clamps; possibly tapering cystidia (uncertain) few to many, hyaline to brown, branched, sometimes verrucose EH (2-3 pm wide); no clamps; possibly tapering cystidia (uncertain) none none Emanating Hyphai Features Rhizomorphs ECM Morphotype Morphological Features Mantle Features brown 1 chocolate-brown, smooth to velvety, straight, unbranched tip (-1-2.5 mm) OM/IM net to irregular very few, finely verrucose, (Interlocking) synenchyma; thin hyaline EH (1-2 pm wide); no mantle (-8 pm) with uneven dark clamps brown mottling brown 3 chocolate-brown, smooth to cottony, straight to bent, unbranched tip (2-4 mm) OM felt to net prosenchyma; IM net synenchyma; OM cells 1-2 pm wide; thin mantle (-14 pm) orange 1 frosty coppery-brown, smooth, OM net to irregular synenchyma; straight to club-shaped, mounds of brown, rounded cells usually unbranched tip on OM; IM irregular synenchyma few branched, hyaline EH (1 -3 pm wide) with clamps none Cortinariaceae 2 white, reflective, irregularlybranched, tortuous, cottony tip; rhizomorphs present very thin or incomplete mantle of net prosenchyma (-10 pm thick) variable width (1.5-5 pm), hyaline, kinked, branching EH; large clamps; septate Hanastomosls without clamps often white rhizomorphs (-40 pm wide) consisting of loose, undifferentiated hyphae Cortinariaceae 3 yellow-orange to orangebrown, smooth to velvety, straight, unbranched tip (-1 mm) OM net to irregular (interlocking) synenchyma; IM net synenchyma; mantle -1 0 pm thick few, kinked, branched, verrucose hyaline (sometimes yellow) EH (2-3 pm wide); possibly with clamps; Hanastomosis with clamps, but not all septa none Hebeloma white, short (-1 mm), clubshaped, smooth, velvety or cottony tip OM net prosenchyma; IM net synenchyma thin (1-3 pm), hyaline, branching EH none 122 none hyaline to pale brown EH (1 -2 sometimes thick rope-like pm wide) without clamps; some rhizomorphs <100 pm long ECM Morphotype Morphological Features Mantle Features Emanating Hyphal Features Rhizomorphs PUoderma creamy pale yellow to bright lemon yellow, unbranched, often bent to tortuous, woolly tip (1-5 mm): rhizomorphs present OM/IM of net prosenchyma towards net synenchyma; granular material on mantle surface stain purple with KOH profuse hyaline, highly verrucose, branching EH (~3 pm) without clamps; septate Hanastomosis without clamps; verrucose and resinous deposits (yellow) and needle­ like crystals on EH broadly attached, thick (50-130 pm), yellow (sometimes white-purple) rhizomorphs consisting of loose to smooth, undifferentiated hyphae Amphinema pale yellow to yellow-orange, cottony, straight, unbranched or monopodial pinnate tip; rhizomorphs present OM/IM net prosenchyma towards profuse hyaline (yellow tinge), sometimes golden-yellow net synenchyma, -14 pm thick; branched, curved, verrucose rhizomorphs (50-100 pm difficult to see mantle through EH EH (2-4 pm wide) with clamps; wide) consisting of loose, granular cell contents undifferentiated or slightly differentiated hyphae cottony halo OM irregular (possibly non­ profuse, long, curved, hyaline creamy-white, yellowish or orange, straight, usually interlocking) synenchyma; IM net (yellowish tinge), highly unbranched tip with cottony; synenchyma; thin mantle ( 10 pm verrucose EH (1-3 pm wide) short EH form a "halo" around thick) with clamps (nat all septa) and tip granular cell contents; septate H-anastomosis with clamps none cream rhizomorphic clamped creamy to pale yellow, monopodial pinnate, straight, cottony tip; sometimes reflective; rhizomorphs present rhizomorphs consisting of loose, undifferentiated hyphae (not always seen) thin mantle of net to irregular synenchyma (cells 5-6 pm wide) 123 variable (2-4 pm), hyaline, branching EH with clamps; aseptate H-anastomosis ECM Morphotype Morphological Features Mantle Features cottony gold-brown light golden-yellow to coppery- OM/IM net synenchyma; thin indeterminent, branched, bent, none brown, smooth to cottony, mantle (8-10 pm thick); possibly verrucose EH; hyaline straight or slightly bent, with oval crystals on mantle (yellowish tinge) EH (2-3 pm unbranched or monopodial surface; mantle and EH stain pink wide) with clamps; septate Hpinnate tip (0.5-2.5 mm) with KOH anastomosis with clamps 124 Emanating Hyphal Features Rhizomorphs Appendix III Unrooted neighbor joining tree generated from restriction fragment patterns of black spruce ECM morphotypes. The tree shows the relationships between ECM morphotypes, genotypes and habitat of origin (spruce - tamarack wetland [T], sprucedominated wetland [W] and spruce - pine upland forest [U] habitats) in central BC. Lactarius 1 (g1) Lactarius 3 Lactarius 2 {g^ 12) Thelephoraceae-like 4 (g3) Tomente//a-llke 2 (g1) Cenococcurr) (g1) E-strain (g1) 125 Cenococcum (g2) MRA 1 (82) Amphinema (g3) MRA 1 (g2) MRA 1 (g3) Amphinema (g5) MRA 1 (g2) Hebeioma (g1) Cortinariaceae 1 (g1) ---------------------- 1 Russuiaceae 2 (g4) — Russulaceae 2 (g1) -1 — 1 ^ MRA 1 (g1) Lactarius 1 (g1) __ 1------------------------------ C L f. brown 1 (g1) Cortinariaceae 2 (g5) cottony halo (g2) Amphinema (g6) Cortinariaceae 1 (g3) Russuiaceae 2 (g6) Cortinariaceae 1 (g2) Cortinariaceae 2 (g 1/2) Russulaceae 1 (g3) Thelephoraceae 3 (g1) 126 Thelephoraceae-like 2 (g1) Tomentella (g1) Cottony halo (g1) Tomentella (g3) Russulaceae 2 (g6) Thelephoraceae-like 1 (g2)) Cream rhizomorphic clamp (g2) Thelephoraceae-like 4 (g1) Lactarius 1 (g2) Cottony halo (g3) Thelephoraceae-like 4 (g2) Tomentella-Wke (g1) Russulaceae 3 (g1) Russulaceae 1 (g1) Cream rhizomorphic clamp (g1) Amphinema (g2) Amphinema (g1) PUoderma (g1) 127 Russulaceae 2 (g7) Amphinema (g4) Cortinariaceae 1 (g1) Amphinema (g5) Russulaceae 2 (g2) Russulaceae 2 (g3) Russulaceae 2 (g 1) Cortinariaceae 3 (g1) Lactarius 1 (g3) Thelephoraceae-like 4 (g1) Cortinariaceae 2 (g1) Russulaceae 1 (g2) Cortinariaceae 2 (g4) Black spruce - tamarack wetland habitat ^ Black spruce-dominanted wetland habitat Black spruce - lodgepole pine upland forest habitat 128