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Shelterwood Method

Shelterwood Method

SHELTERWOOD AND - METHODS

Ralph D. Nyland Department of and Natural Resources Management SUNY College of Environmental Science and

Syracuse, NY 13210

With animations by Nyland – 2010 R.L. Nissen, Jr.

All rights reserved Use of all or parts of this permission prohibited without express consent of Ralph D. Nyland

Background reading:

Chapter 14, in Nyland, R.D. 2002. Silviculture: Concepts and Applications. Waveland Press. Long Grove, IL. 2ed.

Sources cited:

Leak, W.B., D.S. Solomon, and S.M. Filip. 1969. A silvicultural guide for northern the Northeast. US For. Serv. Res. Pap. NE-143.

Noble, D.L., and F. Ronco. 1978. Seedfall and establishment of Engelmann and subalpine in clearcut openings in Colorado. US For, Serv. Res. Pap. RM-200.

Schlich, W. 1910. Schlich’s Manual of Forestry. Vol. II Silviculture. Bradbury, Agnew, and Co. LD. London

Smith, D.M. 1986. The Practice of Silviculture. John Wiley & Sons, Inc. NY. 8ed.

1 REMEMBER, allocates total ecologic space to the new age class ...

- suddenly changes the environmental conditions - removes the seed - configuration may affect the environment and seed dispersion - begins a new period of long-term development - reduces some disease and insect threats - transforms the stand structure - abruptly alters the visual qualities

Increasing degree of overstory removal

Opening the ground to full sunlight …

EXTREME Some environmental factors environmental Some

Full shade Full sunlight

After Smith 1986

2 And removing all seed trees from the stand …

… relying on seed in the duff, on slash, and blown in from adjacent stands

Noble and Ronco 1978

In many forest community types ...

… absence of abundant and well-developed advance

... makes clearcutting RISKY

So how to get the needed advance regeneration ...

3 … even better developed than this

In some forest community types ...

... LATE in a rotation will trigger an response

... establishing advance regeneration and promoting its development

4 … after crown thinning, abundant sugar maple advance regeneration developed beneath this 100-year-old stand

… allowing a smooth transition to complete overstory removal

5 If not ...

... use the shelterwood method

Increasing degree of overstory removal Some environmental factors environmental Some

Full shade Full sunlight

After Smith 1986 Leaving well-distributed seed trees of good phenotypes …

… to temper the environment … … and maintain a seed source

6 Like this ...

Seed cutting

The response

... so seed cutting leaves a protective cover ... creates a favorable environment for regeneration ... leaves a well-distributed source of seed

An example with eastern white ...

... after the seed cutting

7 Regeneration developed beneath the overwood …

... ready for overstory removal

8 … the shelterwood method

… when an even-aged stand matures

Mature by some standard …

9 … after seed cutting … leaving the best at uniform spacing

… to promote a new cohort beneath the old trees

10 … and then remove the overwood, releasing the new trees

Three possible treatments with the shelterwood method …

Preparatory cut ... if needed

... in stands where trees lack sufficient vigor for good levels of seed production

... simply to enhance the seed-production potential of selected overstory trees

Seed or seeding cut ... always

... to initiate a new age class

Removal cut ... always

... to uncover the new cohort

11 … normally seed cutting starts the process

… at least in managed stands

Shelterwood seed cutting

- leaves various amounts of overhead shelter - retains the shelter as oing as needed - the shelter mitigates changes in the environment - the shelter serves as a seed source - the seed trees get bigger while they remain - the seed trees add vertical structure while in place

… but you must remove or reduce the shelter before it stunts the new cohort

12 Ready for a removal cutting …

… part of a process to replace the mature stand

An appropriate stocking for the overwood depends on factors like:

- seed dispersal patterns and distances - light levels needed to support regeneration - minimum cover for adequate protection … to temper conditions at the ground ... to inhibit interfering plants ... to protect the seed trees - rates that seed tree crowns expand and close - volume added to seed trees before the removal cutting - minimum volume for an operational removal cutting

13 Probably cut to this level or less (≤ 50% relative density)

Leak et al. 1969

We can use an appropriate relative density guide to plan the seed cutting intensity ... … e.g., down to 50% or less (even to 35%)

But think about the constraints of later harvesting for the removal cut ...

... what minimum volume must you have available at that time

… noting that

The larger and more valuable the seed trees …

... the fewer needed for a commercial removal

14 And the minimum volume depends upon the harvesting system and the operating conditions ...

... here using cable yarding

But note this as well ...

Some species regenerate well in full sunlight ...

... but seed distribution may pose a problem … due to inadequate dispersion … due to an insufficient seed bank

Then seed-tree method may serve the need ....

15 Increasing degree of overstory removal

Opening the ground to full sunlight … Some environmental factors environmental Some

Full shade Full sunlight

After Smith 1986 … with an environment like clearcutting

Mature by some standard …

16 … after seed cutting … leaving the best at uniform and wide spacing … to serve as a seed source

… to promote a new cohort beneath the old trees

17 … and then remove the overwood, releasing the new trees

Seed-tree method …

... the seed cutting

18 Nissen 2008

… like this to insure a black cherry seed supply

Nyland 2008

Characteristics of seed-tree method:

- leave a few residuals for a seed supply - residuals too few to act as a shelter - spacing depends on seeding characteristics of the species - remove the seed trees when regeneration adequate in amount and distribution - seed trees change for good or bad

The environment at and below the ground surface changes

JUST LIKE WITH CLEARCUTTING

19 ... with openness like clearcutting

After Smith 1986

An example of seed-tree method …

…in eastern white pine

... the seed cutting

20 ... the result

… a new cohort

21 … deliberately replacing the mature one

... a new even-aged community

22 Back to shelterwood method ...

... in western

Back to shelterwood method ...

... in western conifers

... before treatment

23 ... the seed cutting

… reducing stocking to create an ecologic void in the system

24 …increasing light levels near the ground

... even done in long and narrow blocks to facilitate yarding

25 … yarded up the corridors using this machine

... the tongs

26 ... roads for setup of the yarder

… engineered to accommodate logging trucks

27 … reducing overstory cover within the inter- corridor strips

... a yarding corridor

28 ...... the result

... or something like this

29 But ...

… you can retain some low-density and widely spaced reserve trees

.... for LOOOOONG periods

Making the scheme in to the

RESERVE SHELTERWOOD METHOD

... keeping some old ... starting some new

30 So what is ...

… reserve shelterwood method

So what is ... … reserve shelterwood method

Cut to low density overwood

Leave to older age class indefinitely

Leading to a 2-aged stand

Cut again at half- rotation age

` ... and repeated through time

31 Mature by some standard …

… after seed cutting … leaving the best at uniform and extra wide spacing

32 … to promote a new cohort beneath the old trees

… but both age classes left to grow many years into the futue

33 ... creating a two-aged stand

Or use a variation of it ...

... reducing the old age class in two cuts

... with the same end result

34 Either approach gives the same end result ...

We can also approach shelterwood method in alternate ways ....

... GROUP SHELTERWOOD METHOD

... STRIP SHELTERWOOD METHOD

35 Group shelterwood method …

Schlich 1910

… cut scattered circular patches to initiate the regeneration process

36 … to promote regeneration in the opening … AND beneath the adjacent area

Promoting advance regeneration

Schlich 1910 … then expand the openings to uncover advance regeneration beneath the surrounding tall trees … repeating the process in response to progressive understory development

37 … periodically expanding the openings to release the recently-developed advance regeneration

... or use strip shelterwood method

38 ... to promote natural regeneration

... cutting additional strips as advance regeneration develops adjacent to the first-cut strips

39 … with eventual overstory removal across the entire stand

Lets look at an example where shelterwood method seemed like the only alternative ...

40 … in northern hardwoods lacking desirable advance regeneration

... and having a dense beech understory

41 Uncut Stand With Interfering Understory

Animation by Roger L. Nissen, Jr.

Spraying the Interfering Understory

42 ... as the site preparation

… understory mist-blowing using an appropriate

43 … blowing the mist up for about 15-20 feet

… the effect

44 … even taking out any advance of desirable species

Uncut Stand With Mistblown Understory

45 Uncut Stand After Site Preparation

... deer density control also needed in some cases

46 ... too many deer and the beech keep good regeneration from developing

Uncut Stand After Site Preparation and Deer Density Control

47 Selected Trees for Shelterwood Seed Cutting

After Shelterwood Seed Cutting

48 ... the seed cutting

… reduced stocking of excellent phenotypes at uniform spacing

49 ... and perhaps some single-stem cleanup work

… completing the site preparation

50 ... keeping trees of good phenotypes

Selecting residuals for seed trees:

- good phenotype of the sought-after species - sturdy and windfirm - able to survive exposure - must flower and produce viable seed - prolific seeder -the VERY BEST you have - your hope for the future

51 After the seed cutting ...

... note this emptiness

... but soon new seedlings appear

52 … though still small after one growing season

... normally dense Rubus develops by 3 years

53 ... tree seedlings continue to develop among and under the Rubus

… with sugar maple developing more slowly than the less shade-tolerant species

54 ... by 6-7 years trees of low to mid emerge above the Rubus

... reaching a free-to- grow status

55 … and then the shade-intolerant Rubus declines in vigor and begins to die out

... now ready for removal cutting

56 ... by 10 years

… a new closed tree canopy has formed

57 ... but do the overwood removal before these get more than 1 inch in diameter

Prior to Shelterwood Removal Cutting

58 Selected Trees for a Shelterwood Removal Cut

… releasing the new cohort from any shading by the seed trees

59 Overwood removed Overwood still in place

… removal cutting completed

60 After Shelterwood Removal Cut ( Stage)

… the new even-aged tree community at ~ 15 years

61 Followed by Continued Stand Development (Early Pole Stage)

With this result 29 years later …

62 ... success

... but consider the visual qualities

63 ... distinct edges draw attention

After removal cutting …

... to circumvent this image

64 Check this effect …

… and extend it all along the edge

… softened edges

After removal cutting …

65 The usual …

… with feathered edges

A reproduction method …

… softening the edges

66 Certainly more than one option possible …

After Nissen 2010 … but how to decide

67