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A review of ( subgenus Cladina) linear growth rates

R. Troy McMullin1 & Sean B. Rapai2

1 Canadian Museum of Nature, Research and Collections, Ottawa, Ontario, K1P 6P4, Canada (Corresponding 1 author: [email protected]). 2 University of Guelph, Department of Integrative Biology, Guelph, Ontario, N1G 2W1, Canada.

Abstract: Cladonia subgenus Cladina (the reindeer ) can be a dominant part of terrestrial ecosystems worldwide. They are particularly abundant in arctic-alpine and boreal regions, where they are a primary food source for woodland caribou/reindeer in winter months. Determining the growth rates of reindeer lichen is important for understanding and managing lichen regeneration following disturbances such as timber harvesting, mining, grazing, and wildfire. Regen- eration and rehabilitation rates can be calculated with greater accuracy when growth rates are well understood. We pro- vide a summary of 17 studies from 6 countries that determined the linear growth rates of three reindeer lichen groups, /mitis (mean = 4.7 mm/yr.), C. rangiferina/ C. stygia (mean = 5.1 mm/yr.), and C. stellaris (mean = 4.8 mm/yr.). We use linear growth rates as a proxy for over-all growth and biomass. Variables found to influence lichen growth rates are also discussed, which include light, moisture, temperature, air pollution, acid rain, precipitation, snow accumulation, substrate, age of individuals, and type of disturbance. These results can assist land managers in develop- ing more accurate strategies for restoring lichens in disturbed areas.

Key words: Critical caribou habitat; regeneration; rehabilitation; sustainable forest management; transplantation.

Rangifer, 40, (1), 2020: 15-26 DOI 10.7557/2.40.1.4636

Introduction Cladonia subgenus Cladina (the reindeer li- caribou (Rangifer tarandus caribou; Bergerud & chens) is a group of fruticose lichens that are Nolan, 1970; Eriksson et al., 1981; Newmas- richly branched and lack an outer cortex (Bro- ter et al., 2013; Thompson et al., 2015). They do et al., 2001; Smith et al., 2009). They are are also an important component of the winter typically terricolous and often form large mats diet of reindeer (Rangifer tarandus) in Russia that can become the dominant ground cov- (Andreev, 1977) and Scandinavia (Skogland, er in boreal forest stands with open canopies 1984; Kumpula, 2001), where reindeer have an (McMullin et al., 2011). Reindeer lichens are important economic and cultural role as live- the primary winter food source for woodland stock in northern regions (Sandström, 2003;

This journal is published under the terms of the Creative Commons Attribution 3.0 Unported License Rangifer, 40, (1) 2020 Editor in Chief: Birgitta Åhman, Technical Editor: Eva Wiklund and Graphic Design: H-G Olofsson, www.rangiferjournal.com 15 Roturier, 2009). However, declining biomass sumption models (e.g., Kumpula, 2001) means of C. subgenus Cladina has been shown in habitat supply and population dynamics for Scandinavia (Kumpula et al., 2000; Nygaard caribou populations can be better predicted. and Ødegaard, 1999; Uotila et al., 2005; Sand- Moreover, in instances where lichen is har- ström et al., 2016), Russia (Rees et al., 2003; vested for restoration, or other purposes, there Uotila et al., 2005), as well as Alaska (Joly et al., is uncertainty about what amount constitutes 2007, 2009; Collins et al., 2011), and Canada a sustainable harvest (Duncan, 2015; Rapai et (Rickbeil et al., 2017). al., 2017). Determining growth rates will pro- In Canada, multiple populations of wood- vide a better understanding of how long the land caribou are also listed on Schedule 1 of harvested areas will take to recover, which is an the federal at Risk Act, which means important part in calculating how much can be the number of individuals is declining and they removed for restoration. are at risk of extinction or extirpation (SARA, The aim of our study is to review and sum- 2019). Specifically, the Northern Mountain marize existing knowledge about the linear population is Special Concern (Environment growth rates of C. subgenus Cladina, specifi- Canada, 2012a), the Boreal and Southern cally for Cladonia arbuscula, C. mitis, C. rangif- Mountain populations are Threatened (Envi- erina, C. stellaris, and C. stygia. Our objectives ronment Canada, 2012b; Environment Cana- were to locate as many studies as possible that da, 2014), and the Atlantic-Gaspésie popula- calculate linear growth rates and then explore tion is Endangered (SARA, 2019). In response the reasons for any variation. Knowledge of the to declines, recovery strategies are required growth rates of these species will be valuable to and have been developed for specific caribou forest managers, herders, and restoration ecolo- herds (Schmelzer et al., 2004; Government of gists interested in predicting the rate of lichen Alberta, 2016; Golder Associates Ltd., 2016) regeneration. Given the importance of this sub- and populations (Gaspésie Woodland Caribou to the imperilled woodland caribou in Recovery Team, 2007; Environment Canada, North America, its declining biomass in north- 2012b; Environment Canada 2014). Habitat ern latitudes globally, and the need for effective restoration is expected to play and important habitat restoration strategies, this review of lin- role in meeting these recovery objectives (En- ear growth rates is timely. In fact, our review is a vironment Canada, 2012b; Environment Can- direct response to several inquiries that we have ada, 2014; Bentham & Coupal, 2015). Since received by land managers seeking a simplified reindeer lichens are a major part of the winter answer for how fast C. subgenus Cladina grows diet of woodland caribou (Bergerud & Nolan, for restoration planning in disturbed caribou 1970; Newmaster et al., 2013; Thompson et al., habitats. 2015), they are an essential component in re- storing caribou winter habitat (Duncan, 2015; Methods Rapai et al., 2017; Rapai et al., 2018). We performed a literature review of studies that Understanding the growth rates of reindeer have calculated the linear growth rates of Clad- lichens is important for predicting recovery onia arbuscula, C. mitis (Fig. 1B), C. rangiferina rates following disturbances such as grazing, (Fig. 1A), C. stellaris (Fig. 1C), and C. stygia harvest for commercial use, trampling, forest- (Fig. 1D), which are members of the subgenus ry, or wildfire (Kauppi, 1979; Roturier, 2007; Cladina. These species were selected because Rapai et al., 2017). Accurate knowledge about they are the most abundant and widespread growth rates combined with winter forage con- species available as winter forage for wood-

This journal is published under the terms of the Creative Commons Attribution 3.0 Unported License 16 Editor in Chief: Birgitta Åhman, Technical Editor: Eva Wiklund and Graphic Design: H-G Olofsson, www.rangiferjournal.com Rangifer, 40, (1) 2020 land caribou in North America (McMullin et growth”. Once relevant articles were located, al., 2011; Newmaster et al., 2013; Thompson we used the references they cited to locate ad- et al., 2015) and reindeer in Scandinavia and ditional articles. All articles that included a Russia (Andreev, 1977; Eriksson et al., 1981; new calculation for annual linear growth rate Sandström, 2003; Roturier, 2009). Cladonia for any of the species in C. subgenus Cladina rangiferina and C. stygia were grouped together mentioned above were included in our sum- because they were conspecific in the past (Ahti mary. All but one of the studies we included & Hyvönen, 1985) and they are similar in size (presented in Table 1) calculated linear growth (McMullin et al., 2011; Brodo et al., 2001). We following the method developed by Andreev also grouped C. arbuscula and C. mitis for the (1954): length of living podetium divided by same reasons. Taxonomically, they are difficult the number of nodes. Holt and Bench (2008) to separate (Piercy-Normore et al., 2010) and tested this method by comparing it to another they are similar in size (Pagau, 1968; Prince, and found it to be reliable. The study that used 1974; Brodo et al., 2001). Our search was ini- a different method cut the top 1/3 or 2/3 of the tiated on several databases (i.e., Recent Litera- podetia off using scissors to simulate grazing af- ture on Lichens, Scopus, Google Scholar, Web fects, but they used the same method otherwise of Science, JSTOR, and BioOne). Our search to calculate linear growth (Barashkova, 1968). terms were “Lichen growth” and “Cladonia

Figure 1. Common reindeer lichen. A) , scale = 0.4 cm. B) , scale = 1 cm. C) Cladonia mitis, scale = 1.2 cm. D) Cladonia stygia, scale = 0.6 cm.

This journal is published under the terms of the Creative Commons Attribution 3.0 Unported License Rangifer, 40, (1) 2020 Editor in Chief: Birgitta Åhman, Technical Editor: Eva Wiklund and Graphic Design: H-G Olofsson, www.rangiferjournal.com 17 Results = 6.5 mm/yr.), and C. stellaris (mean = 6.5 The measurements we recorded are the annual mm/yr.). The combined annual average linear average linear growth-rates calculated in previ- growth rate for all the species groups from all ous studies (Table 1). We then averaged lin- previous studies is 4.9 mm/yr. ear growth rates for each of the three species groups, C. arbuscula/mitis (mean = 4.7 mm/ yr.), C. rangiferina/ C. stygia (mean = 5.1 mm/ Discussion yr.), and C. stellaris (mean = 4.8 mm/yr.). The The mean annual linear growth-rate determined lowest mean annual growth rates were C. arbus- for the 17 studies reviewed were similar (4.7 to cula/mitis (mean = 3.3 mm/yr.), C. rangiferina/ 5.1 mm/yr.). However, since the linear growth C. stygia (mean = 3.9 mm/yr.), and C. stellaris rate range is 3.3-6.5 mm/yr., more precise es- (mean = 3.3 mm/yr.). The highest mean annual timates may be preferred. An understanding growth rates were C. arbuscula/mitis (mean = of the variables that limit and promote lichen 6.0 mm/yr.), C. rangiferina/ C. stygia (mean growth is then required.

Table 1. Mean annual growth rates (mm/yr) of Cladonia arbuscula/mitis., C. rangiferina/stygia, and C. stellaris from a wide variety of global localities Mean Linear Growth Rate mm/yr Cladonia Cladonia Cladonia Location Reference arbuscula/ rangiferina/ stellaris mitis stygia - 5.5 5 Russia - Open Forest Andreev, 1954 - 3.9 3.3 Russia - Tundra Andreev, 1954 - 4.8 6.5 Newfoundland Ahti, 1957 - 5.0 - Russia Barashkova, 1961 3.6 4.1 3.4 Northwest Territories Scotter, 1963 - 4.9 4.1 Northern Saskatche- wan Scotter, 1964 - 5.1 - Russia Barashkova, 1968 - 5.9 - Russia Barashkova, 1968 5.8 5.6 5.5 Alaska - Picea Forest Pegau, 1968 4.6 5.1 5.3 Alaska - Tundra Pegau, 1968 5.2 - - Wisconsin – Picea Bar- Lechowicz & Adams, rens 1973 4.6 - - Scotland Prince, 1974 - 5.3 - Antarctic Region (South Georgia) Lindsay, 1975 6.0 5.9 - Finland – southern Vasander, 1981 3.3 4.1 - Finland - northeast Helle et al., 1983 - - 5.6 Northern Québec and Boudreau & Payette, Labrador 2004 - 6.5 - Alaska Holt & Bench, 2008 Mean = 4.7 5.1 4.8

This journal is published under the terms of the Creative Commons Attribution 3.0 Unported License 18 Editor in Chief: Birgitta Åhman, Technical Editor: Eva Wiklund and Graphic Design: H-G Olofsson, www.rangiferjournal.com Rangifer, 40, (1) 2020 Environmental conditions influence lichen is greater in that region (Gaio-Oliveira et al., growth rates: those in more favourable habi- 2006). Consequently, lightly browsed lichens tats grow faster than those in less favourable grow faster than those that are heavily browsed ones. Lichen growth rates have been shown (Gaio-Oliveira et al., 2006). The substrate is to be positively correlated with moisture and also important for the growth of reindeer li- light, specifically the amount of light received chens (Rapai et al., 2018). Tolpysheva and while wet (Harris & Kershaw, 1971; Palmqvist Timofeeva (2008) show that C. mitis and C. & Sundberg, 2000; Sulyma & Coxson, 2001; rangiferina have greater growth on soil than on Jonsson Čabrajič et al., 2010). This is because wood. In addition, Kershaw and Rouse (1971) lichen metabolism is regulated by water avail- found that the length and the diameter of C. ability, both from precipitation and relative hu- rangiferina and C. stellaris podetia are positively midity (Armstrong, 1974; Lange et al., 1986; correlated with the humidity of the soil. Rundel, 1988; Green et al., 1994). Growth In summary, the over-all growth-rates of rates are negatively correlated with air pollu- reindeer lichen are dependent on a wide variety tion (Henderson, 2000; McMullin et al., 2016; of variables. In general, growth is positively cor- Nash & Gries, 1995), acid rain (Lechowicz, related with light, moisture (i.e., precipitation 1982, 1987; Scott & Hutchinson, 1987), and and relative humidity, both in the soil and the the accumulation of snow (Bidussi et al., 2016). atmosphere), younger individuals, and soil as Species specific lichen growth is also influenced a substrate. These results are consistent with a by elevation (Lindsay, 1975; Berryman & Mc- modelling study in northern Scandinavia that Cune, 2006), substrate (Brodo, 1973; Esseen, found the overall growth of C. stellaris (meas- 1981; Tolpysheva & Timofeeva, 2008), and ured in dry weight) is positively correlated temperature (Gaio-Oliveira et al., 2004). with light, humidity, and precipitation (Jons- Lichen growth rates also vary within indi- son Čabrajič et al., 2010). Another modelling viduals, which suggests that fine scale growth study in Sweden showed that the biomass of C. rate measurements should be calculated us- subgenus Cladina is positively correlated with ing the average of several lobes or branches summer precipitation and negatively correlated (Hale, 1970; Armstrong, 1993). Reindeer li- with the amount of canopy cover (Uboni et al., chen growth is also influenced by mat thick- 2019). All of these conclusions showed that the ness, over-all growth rate is greater in younger variables affecting lichen growth are similar. As mats, and the basal area begins to decay when a result, precise estimates of lichen growth need they reach their maximum size (Andreev, 1954; to be calculated for individual sites, since an- Kärenlampi, 1970; Richardson, 1975; Svein- nual growth rates can differ depending on vari- björnsson, 1987; Boudreau & Payette, 2004). ation in habitat conditions. The type and amount of disturbance also in- In North America, woodland caribou popu- fluences growth rates. For example, Barashkova lations are declining (Bergerud, 1974; Festa-Bi- (1968) simulated the effects of grazing and anchet et al., 2011; COSEWIC, 2014a,b), and measured growth-rates when 1/3 of the length reindeer lichens are an important part of their of the podetia of C. rangiferina were removed critical winter diet (Newmaster et al., 2013; and the mean growth was greater (5.9 mm/ Thompson et al., 2015). Although the precise yr.) than when 2/3 of the length of the podetia causes of woodland caribou decline vary among were removed (5.1 mm/yr.). Their result is like- populations (Vors et al., 2007; Festa-Bianchet ly because the photobiont in reindeer lichens et al., 2011), a reliable winter food source is es- is concentrated near the tips, so productivity sential for these animals. In Russia and Scandi-

This journal is published under the terms of the Creative Commons Attribution 3.0 Unported License Rangifer, 40, (1) 2020 Editor in Chief: Birgitta Åhman, Technical Editor: Eva Wiklund and Graphic Design: H-G Olofsson, www.rangiferjournal.com 19 navia, reindeer lichens are also important to the chens and the methods for their regula- reindeer winter diet (Andreev, 1977; Eriksson tion. – Geobotanica 9: 11-74. et al., 1981; Sandström, 2003; Roturier, 2009). Andreev, V.N. 1977. Reindeer pastures in However, declines in C. subgenus Cladina have the subarctic territories of the U.S.S.R. - been shown in Finland (Kumpula et al., 2000; In: Krause, W. (ed.) Handbook of Vegeta- Uotila et al., 2005), Norway (Evans, 1996; tion Science. Part III. W. Junk Publishers. Nygaard and Ødegaard, 1999), Russia (Rees The Hague, Netherlands, pp. 275-313. et al., 2003; Uotila et al., 2005), and Sweden Armstrong, R.A. 1993. Factors determining (Sandström et al., 2016). Restoring habitat for lobe growth in foliose lichen thalli. – New reindeer lichen means restoring caribou/rein- Phytologist 124: 675-679. https://doi. deer habitat as well. This restoration requires a org/10.1111/j.1469-8137.1993.tb03857.x sound understanding of the time required for Barashkova, E.A. 1961: Nekotorye osoben- reindeer lichens to regenerate and become a vi- nosti rosta kormovogo lishaynika Cla- able food source, which requires knowledge of donia rangiferina (L.) Web. v usloviyakh their growth rates. The global average annual Murmanskoy oblasti. – Botanicheskii linear growth rate for reindeer lichens, which Zhurnal 46: 410-414. we calculated from 17 previous studies, is 4.9 Barashkova, E.A. 1968. De modis incre- mm/yr. This can be used as a coarse estimate menti Cladonia rangiferina (L.) Web. De- for growth rates, but more precise calculations terminandi notula. –Novitates Systemati- will require measurements at particular sites, of cae Plantarum Non Vascularium 216-223. particular species, or estimates can be loosely https://doi.org/10.31111/novitates/ refined based on environmental conditions. Bentham, P. & Coupal, B. 2015. Habitat restoration as a key conservation lever for woodland caribou: A review of restoration Acknowledgements programs and key learnings from Alberta. We gratefully acknowledge Anna Ginter for – Rangifer. 35: Special Issue No. 23. htt- translating articles written in Russian, and ps://doi.org/10.7557/2.35.2.3646 three anonymous reviewers for helpful sugges- Bergerud, A.T. 1974. Decline of Caribou tions that improved the manuscript. This re- in North America following settlement. search was funded by the Kirkland Lake Gold – Journal of Wildlife Management 38: 757- and the Ontario Centres of Excellence. 770. https://doi.org/10.2307/3800042 Bergerud, A.T. & Nolan, M.J. 1970. Food habits of hand-reared caribou References Rangifer tarandus L. in New- found- Ahti, T. 1957. Newfoundland lichen stands land. – Oikos 21: 348-350. https://doi. and the wintering range of caribou. New- org/10.2307/3543694 foundland Department of Mines and Re- Berryman, S. & McCune, B. 2006. Esti- sources, Wildlife Division, St. John’s, New- mating epiphytic macrolichen biomass foundland. 88 p. from topography, stand structure and li- Ahti, T. & Hyvönen, S. 1985. Cladina stygia, chen community data. – Journal of Veg- a common, overlooked species of reindeer etation Science. 17: 157-170. https://doi. lichen. – Annales Botanici Fennici 22: 223- org/10.1111/j.1654-1103.2006.tb02435.x 229. Boudreau, S. & Payette, S. 2004. Growth Andreev, V.N. 1954. The growth of forage li- performance of Cladina stellaris following

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This journal is published under the terms of the Creative Commons Attribution 3.0 Unported License Rangifer, 40, (1) 2020 Editor in Chief: Birgitta Åhman, Technical Editor: Eva Wiklund and Graphic Design: H-G Olofsson, www.rangiferjournal.com 23 Richardson, D.H.S. 1975. The Vanishing tb01138.x Lichens: Their History, Biology and Impor- Schmelzer, I., Brazil, J., Chubbs, T., French, tance. David & Charles Publishers, U.K., S., Hearn, B., Jeffery, R., LeDrew, L., Hafner MacMillan, N.Y., 235 pp. Martin, H., McNeill, A., Nuna, R., Otto, Roturier, S., Bäcklund, S., Sundén, M. & R., Phillips, F., Mitchell, G., Pittman, G., Bergsten, U. 2007. Influence of ground Simon N. & Yetman, G. 2004. Recovery substrate on establishment of reindeer lichen strategy for three Woodland caribou herds after artificial dispersal. – Silva Fennica 41: (Rangifer tarandus caribou; Boreal popula- 269-280. https://doi.org/10.14214/sf.296 tion) in Labrador. Department of Envi- Roturier, S. 2009. Managing Reindeer Lichen ronment and Conservation, Government During Forest Regeneration Procedures: of Newfoundland and Labrador, Corner Linking Sami Herders’ Knowledge and Brook. 51 pp. Forestry. Doctoral Thesis. Faculty of Forest Scott, M.G. & Hutchinson, T.C. 1987. Ef- Sciences, Deparment of Forest Ecology and fects of a simulated acid rain episode on Management, Swedish University of Agri- photosynthesis and recovery in the cari- cultural Sciences, Umeå, Sweden. Depart- bou-forage lichens, Cladina stellaris (Opiz.) ment of Ethnobiology and Eco-anthropol- Brodo and Cladina rangiferina (L.) Wigg. ogy, French National Museum of Natural – New Phytologist 107: 567-575. https://doi. History, Paris, France. 71 pp. https://doi. org/10.1111/j.1469-8137.1987.tb02927.x org/10.1016/j.foreco.2009.07.045 Scotter, G.W. 1964. Effects of forest fires on Sandström, P., Pahlén, T.G., Edenius, L., the winter range of barren ground caribou Tømmervik, H., Hagner, O., Hemberg, in northern Saskatchewan. Canadian Wild- L., Olsson, H., Baer, K., Stenlund, T., life Service, Wildlife Management Bulletin, Brandt, L.G. & Egberth, M. 2003. Con- Series 1, No. 18. 111 pp. flict resolution by participatory manage- Scotter, G.W. 1963. Growth rates of Cladonia ment: remote sensing and GIS as tools for alpestris, C. mitis, and C. rangiferina in the communicating land-use needs for reindeer Talston River region, N.W.T. – Canadian herding in northern Sweden. – Ambio 32: Journal of Botany 41: 1199-1202. https://doi. 557-567. https://doi.org/10.1579/0044-7447- org/10.1139/b63-100 32.8.557 Smith, C.W. Aptroot, A. Coppins, B.J. Sandström, P., Cory, N., Svensson, J., Fletcher, A. Gilbert, O.L. James, P.W. Hedenås, H., Jougda, L. & Borchert, N. & Wolseley, P.A. (eds.). 2009. Lichens of 2016. On the decline of ground lichen forests Great Britain and Ireland. British Lichen in the Swedish boreal landscape: Implica- Society, London. 1046 pp. https://doi. tions for reindeer husbandry and sustainable org/10.1017/S0024282909990521 forest management. – Ambio 45: 415-429. Sulyma, R. & Coxson, D.S. 2001. Microsite https://doi.org/10.1007/s13280-015-0759-0 displacement of terrestrial lichens by feather SARA (Species at Risk Public Registry). mats in late seral pine-lichen wood- 2019. A to Z Species Index. Government of lands of North-central British Columbia. Canada Species at Risk Public Registry [on- – The Bryologist 104: 505-516. https://doi. line). https://doi.org/10.4095/300873 org/10.1639/0007-2745(2001)104[0505:md Skogland, T. 1984. Wild reindeer foraging niche otlb]2.0.co;2 organization. – Holarctic Ecology 7: 345-379. Thompson, I.D., Wiebe, P.A., Mallon, E.E., https://doi.org/10.1111/j.1600-0587.1984. Rodgers, A.R., Fryxell, J.M., Baker, J.A.,

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Manuscript recieved 3 February 2019 revision accepted 27 July 2020 manuscript published 12 August 2020

This journal is published under the terms of the Creative Commons Attribution 3.0 Unported License Rangifer, 40, (1) 2020 Editor in Chief: Birgitta Åhman, Technical Editor: Eva Wiklund and Graphic Design: H-G Olofsson, www.rangiferjournal.com 25 This journal is published under the terms of the Creative Commons Attribution 3.0 Unported License 26 Editor in Chief: Birgitta Åhman, Technical Editor: Eva Wiklund and Graphic Design: H-G Olofsson, www.rangiferjournal.com Rangifer, 40, (1) 2020