Abstract

1. Root and butt rot caused by pathogenic fungi in the genera Heterobasidion and Armillaria is a pressing issue in managed Norway spruce forests. The disease results in financial losses for the forest owners and reduces the volume of wood that can be used in long-lived products. Pathogenic wood decay fungi spread either with the aid of airborne spores or via mycelial growth among neighbouring trees, the latter leading to clustering (tendency of decayed trees to be in close proximity relative to their neighbouring trees) of decay-affected trees in forests. Understanding the spatial patterns of the decay-affected trees at the forest stand level is vital for designing management strategies to address this problem. 2. We examined decay clustering in 273 clear-cut Norway spruce stands in Norway using harvester-recorded data on spatial occurrence of decayed and healthy Norway spruce trees. We tested clustering using three global-cluster tests that account for population density and distribution, evaluating clustering without identifying specific cluster locations. 3. The proportions of clustered and non-clustered stands differed depending on the statistical test used for clustering assessment, resulting in overall agreement of 32.8% for clustered and 36.9% for non-clustered. Clustered stands exhibited a median cluster distance (maximum distance between the decay-affected trees within a cluster) of 12 m (Inter-Quantile Range, IQR, 6–20 m) and a median of 6 (IQR 3–16) nearest neighbour trees (number of decayed trees forming a cluster), estimates comparable with prior studies focused on assessment of trees infected by mycelial spread of the same fungal individual. The decay incidence in the clustered stands was 16.24%, while the non-clustered stands had a butt-rot incidence of 20.97%. In clustered stands the average number of trees per hectare was higher (693) than in non-clustered stands (553). 4. Synthesis and applications: Our study demonstrates that Norway spruce stands display a diverse range of spatial patterns of butt rotted trees. We found that higher densities of Norway spruce trees probably facilitate the vegetative spread of pathogenic wood decay fungi, leading to clustering of decay-affected trees. To disrupt the spread of decay fungi between tree generations, precision planting of trees other than Norway spruce around infested stumps of prior generation trees has been recommended by earlier studies. We discussed the potential of using harvester-derived geoposition data for butt-rotted trees upon planning and execution of forest regeneration.

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Abstract

Forest grazing by free-roaming livestock is a common practice in many countries. The forestry sector sees the practice as unfortunate owing to several reasons, such as damages inflicted by grazing in young plantations. Concerning Norway spruce forests, a tree species known to develop wood decay with high frequency followed from stem bark damage, there is a strong perception among foresters that the trampling damage caused by livestock on the superficial root system of this tree leads to decay. Because of the very limited scientific documentation available on this topic, we pursued a clarification by investigating three 38- to 56-year-old Norway spruce forests used for silvopasture. Two types of injuries were observed on exposed roots: bark cracks characterized by resin exudation, and injuries involving localized bark peeling and exposure of the underlying wood. These injuries occurred up to 250 cm away from the root collar, with the sector 50–150 cm away from the root collar showing the highest incidence of injuries. In two of the forest stands, wood within the injured root areas was primarily colonized by the wound parasite Corinectria fuckeliana or species of the order Helotiales, fungi that do not cause wood decay. Wood colonization of injured roots by Heterobasidion species, the most frequent wood decay fungi of Norway spruce, was common in the third stand, but only in a few cases it was possible to deduce that the colonization had probably initiated via trampling injuries on roots. In a few cases, an injury was located at stem base at the root collar height along paths used by animals, and in such cases, it was obvious that stem colonization by Heterobasidion species had initiated via the wound. The relatively small amount of data warrants caution when drawing conclusions. Considering the high establishment frequency of decay via stem bark wounds of Norway spruce observed in previous studies, our data would suggest that roots are generally better equipped to defend themselves upon infliction of superficial wounds than stem of this tree species. The likelihood of trampling injuries leading to decay may vary considerably between different stands, this presumably depending on the level of local propagule pressure by pathogenic wood decay fungi and the frequency of damages close to root collar.

Abstract

Key message We studied size distributions of decay-affected Norway spruce trees using cut-to-length harvester data. The harvester data comprised tree-level decay and decay severity recordings from 101 final felling stands, which enabled to analyze relationships between size distributions of all and decay-affected trees. Distribution matching technique was used to transfer the size distribution of all trees into the diameter at breast height (DBH) distribution of decay-affected trees. Context Stem decay of Norway spruce (Picea abies [L.] Karst.) results in large economic losses in timber production in the northern hemisphere. Forest management planning typically requires information on tree size distributions. However, size distributions of decay-affected trees generally remain unknown impeding decision-making in forest management planning. Aims Our aim was to analyze and model relationships between size distributions of all and decay-affected Norway spruce trees at the level of forest stands. Methods Cut-to-length harvester data of 93,456 trees were collected from 101 final felling stands in Norway. For each Norway spruce tree (94% of trees), the presence and severity of stem decay (incipient and advanced) were recorded. The stand-level size distributions (diameter at breast height, DBH; height, H) of all and decay-affected trees were described using the Weibull distribution. We proposed distribution matching (DM) models that transform either the DBH or H distribution of all trees into DBH distributions of decay-affected trees. We compared the predictive performance of DMs with a null-model that refers to a global Weibull distribution estimated based on DBHs of all harvested decay-affected trees. Results The harvester data showed that an average-sized decay-affected tree is larger and taller compared with an average-sized tree in a forest stand, while trees with advanced decay were generally shorter and thinner compared with trees having incipient decay. DBH distributions of decay-affected trees can be matched with smaller error index (EI) values using DBH (EI = 0.14) than H distributions (EI = 0.31). DM clearly outperformed the null model that resulted in an EI of 0.32. Conclusions The harvester data analysis showed a relationship between size distributions of all and decay-affected trees that can be explained by the spread biology of decay fungi and modeled using the DM technique. Keywords Root and butt rot, Heterobasidion spp., Armillaria spp., Cut-to-length harvester, Forest management and planning