CHINKAPIN : SATISFACTION FOR THE HOMEOWNER, SKULDUGGERY FOR THE BOTANIST

By Ross C. Clark

One of the noteworthy offered in this spring's Members' Cooperative Research Pro­ gram is chinkapin oak, Quercus prinoides var. acuminata or Quercus muhlenbergii. We feel that it has outstanding possibilities as a landscape tree in the Chicago region, and would like our readers to know more about it.

One of our best specimens of Quercus muhle nbergii can be seen on the shore of Meadow Lake near the Visitor Center.

10 A GOOD TREE FOR MIDWESTERN LANDSCAPES

Plants of chinkapin oak are widespread in nature. The main geographic range of the species is from southern Ontario, south to the Florida panhandle, westward through east-central Texas and eastern , northward through the southeastern half of Iowa, and eastward through southern Wis­ consin and southern Michigan. Numerous outly­ ing populations extend as far as northern Mexico, eastern New Mexico, and western and southern New England. In nature, chinkapin show wide ecological tolerances. They are known to do well on upland, calcareous sites("calcareous " implies a soil under­ lain by limestone or dolomite that produces an

Q alkaline soil), but are also found in acid soil, on slopes that are not overly dry, and even occasion­ ally on creek terraces where drainage is adequate. In short, they are quite soil pH-tolerant. Because

11 of this, they do not develop the mineral deficiency At maturity, chinkapin oaks usually are symptoms that some plants do (pin oaks and respectable, but not massive trees. Even though birches, for example) when planted in our heavy they have been known to attain heights of 160 feet clay soils. Stock selected from the upper Midwest and trunk diameters of 4 feet, they are usually should tolerate most conditions on uplands in the medium-sized, by comparison to bur and white Chicago region. Arboretum specimens show no oaks. The Arboretum's best chinkapin oaks were susceptibility problems whatsoever with hardi­ all started from seed in 1946. These trees are now ness, pests, mineral nutrition, or drought, and are 35 to 40 feet tall, have single trunks ranging from tough and suitable in size for urban and suburban 12 to 16 inches in diameter (measured at 5 feet off situations. the ground), and have crown spreads of 20 to 35

12 feet. Though ours are still short of full maturity, they are broadly oval in shape, with spreading lower limbs, similar in outline to open-grown lin­ dens or basswoods. The grayish bark of Midwestern chinkapin oaks tends to exfoliate in elongated plates on young and medium-aged trunks. In appearance, the bark is about midway between that of white oak (Quer­ cus alba ) and swamp white oak (Quercus bicolor); plants from farther south often have bark that is indistinguishable from that of common white oak. Acorns of chinkapin oak also somewhat resemble those of white oak, though they are consistently smaller and have much thinner cup rims. Chinkapin oak leaves are coarsely toothed and not lobed, and superficially resemble the leaves of common chinkapin (Castanea pumila ), though on chinkapin oak leaves, bristle tips on the leaf mar­ gin teeth are much shorter or practically lacking,

13 and the pubescence (hairiness) on lower leaf sur­ Quercus muhlenbergii or ? faces is much less obvious. Fall foliage color often Both spellings have been used by very reputable is yellow, perhaps the origin of the common name people. of "yellow oak" in some places. George Engelmann named the species for Dr. As is the case with most oaks, growth rate is Gotthilf Henry Ernest Muhlenberg (who, perhaps moderate. However, established young plants understandably, called himself "Henry"). When will respond with faster growth if they are pro­ Engelmann named the species, he spelled it with tected from turf grass competition by mulch, and an umlaut on the "u." Under the provisions of the are given a balanced fertilizer in spring just before Interna tional Code of Botanical Nomenclature, which their buds open and a bit of extra water during includes the rules for forming scientific names, a extended dry periods early in the growing season. "ii" is automatically changed to "ue" in forming a Dr. George Ware of the Arboretum suspects scientific name. that chinkapin oak's rarity as a landscape tree is That sounds straightforward, doesn't it? But due to the fact that mature acorns have a high wait. There seems to have been a problem with the sugar content and are quickly eaten by squirrels spelling of Dr. Henry's name even in his lifetime. and birds. He also notes that native American The Sterling Morton Library has an original and peoples also prized chinkapin oak acorns for the several copies of different letters written by same reason. In order to obtain the acorns from Henry, and in each of them he spells his name which we grew this spring' s Members' Coopera­ "Muhlenberg," without the umlaut. On the other tive Research trees, they were collected straight hand, many other people of the day, especially the off the tree, before they could disappear into the Germans with whom Henry and other family natural food web. members corresponded, spelled the name "Muh­ lenberg." Even Henry's tombstone is spelled "Muhlenberg," though his brother's tombstone BUT WHAT SHOULD WE CALL IT? inscription-in the same cemetery-lacks the umlaut. (One can almost imagine an old, Pennsyl­ Even the most widely used common name raises a vania Dutch tombstone engraver punching the question-How do you spell it? Most of us have two dots over the u in Henry's name, and George seen it spelled "chinkapin," and "chinquapin" is Engelmann, himself a German, adding an umlaut probably used just as often. The word was to make the name more "correct!") adapted (or corrupted) from a native American So, it seems clear that Henry Muhlenberg name for true chinkapin and the Oxford English spelled his name without the umlaut, and that Dictionary lists these additional spellings: chin­ Engelmann simply misspelled Henry's name capin, chechinquamin, chincopine, chicopin-so, when naming the species. The Code allows us to take your choice! correct such spelling errors without penalty, so Quercus muhlenbergii must be considered the cor­ TO UMLAUT OR NOT TO UMLAUT? rect spelling. Come to think of it, haven't we all had our name misspelled by others once in a There is also a problem with the spelling of the while? There is certainly no reason why such scientific name. If you consider chinkapin oak to errors should live forever. be a species, is the correct spelling of its name Incidentally, Henry was a versatile fellow. His

14 father, Henry M. Muhlenberg, was a founder of SPECIES ORVARIETY? the Lutheran Church in America. Henry the younger was also a Lutheran minister who had an There is a more fundamental problem here than avocational passion for botany, and built the how to spell names. In nature, there are two largest herbarium of the time in North America. closely related entities that one could include in One of his special interests was grasses, and the the species we're considering. One of them is grass genus Muhlenbergia was named 'for him. large and tree-like, as described above. The other Henry also became the first President of Franklin is much smaller in all respects, shrubby, with College, now Franklin & Marshall College. One of smaller acorns and fewer teeth on the leaves. This his brothers, Peter, became a Revolutionary War smaller entity has been called Quercus prinoides, general for the Colonies. If you'd like to know the dwarf chinkapin oak. about the Muhlenbergs, The Muhlenbergs of Penn­ There are some nice specimens of Quercus pri­ sylvania by P.A.W. Wallace contains some fasci­ noides in the Arboretum's oak collection. They are nating reading. The Arboretum's Sterling Morton located in the oak collection, near the main east Library has a copy. side road. Dating from the early 1950's, these plants vary from true shrubs to multistemmed semitree-like plants taller than an adult human. Besides their smaller, multistemmed form, these plants resemble Quercus muhlenbergii in almost all other respects, but can be distinguished from "muhlenbergii" plants by the appearance of their leaves-they are smaller, with fewer teeth, and are less tapered at their tips. Should we consider the Quercus muhlenbergii and Quercus prinoides forms to be separate species, or not? Good botanists differ on the subject. Here is one side of the issue, based on some years of field experience in many parts of the geographic range of chinkapin oak, supplemented by exami­ nation of quite a few herbarium specimens. The "prinoides" phase is much less common than the tree form, but occurs occasionally throughout the range of chinkapin oak on drier sites, most commonly near the edges of the range of the species (where conditions presumably are more stressful for the plants). There is no doubt that the "prinoides" phase is genetically different, because it maintains its characteristics even when grown from seed or moved out of natural habitats into cultivation. Either the "muhlenbergii" or Gotthilf Henry Ernest Muhlenberg "prinoides" form can occur by itself-without the

15 other form-in nature. On the other hand, it is not ously are somewhat genetically different. One uncommon for populations that occupy habitats common way to do this is to call them varieties of with strong gradients in topography or soil mois­ the same species. In 1952, Henry Gleason, one of ture conditions to have individuals that approach America's most respected botanists, "bit the both the single-trunked large form and the small, chinkapin oak bullet" and did just that. However, multi-trunked form. (This is the case at one of the since the species Quercus prinoides had b een best-known localities for Quercus prinoides, known described before Quercus muhlenbergii, the former to Ors. George Ware, Bill Hess and myself, on a is the name that he had to use when he combined calcareous bluff on 's Tombigbee River the two species. So, according to Gleason, the near a place called Epes.) And even in less dry dwarf chinkapin oak should be called Quercus sites near the edge of the species' range, chinkapin prinoides Willd. var. prinoides , and the tree-like oak is often a multi-trunked tree. So, from per­ phase of the species, the chinkapin oak that the sonal experience, the "prinoides" phase seems Arboretum distributed in April, is Quercus pri- merely to be an extreme form that can be 110ides var. acuminata (Michx.) Gleason. Inciden­ approached in many chinkapin oak populations if tally, Dr. Paul Thomson, who comple te d a environmental conditions favor it. research project on oaks at Southern Illinois This general kind of variation is not uncommon University several years ago, reached this same in eastern North American woody plants. To give conclusion. Dr. Bill Hess, Curator of the Arbore­ a few examples, it also occurs in bald cypress (Tax­ tum's herbarium, is also following this interpreta­ odium distichum), mountain holly (the !lex ambigua tion. So, a consensus is growing that the evidence complex), black or sour gum (Nyssa sylvatica), over a wide geographic area supports the concept sugar maples (the Acer saccharum complex) and of two varieties better than it supports the concept southern pin oak (Quercus durandii). And, invari­ of two species. ably, wherever this type of variation occurs, it Unfortunately, this reinterpretation of the evi­ causes taxonomic confusion and difference of dence means that we will no longer be using Quer­ opinion-part of the fun of ! cus muhlenbergii as the name of the tree that has Exactly how this type of variation arises is not gone by that name for so long. Instead, Quercus always understood, but it appears that the poten­ muhlenbergii becomes a synonym for the new tial for a considerable range of variation is probab­ name that we feel reflects the evidence better­ ly present in many populations, and that only cer­ Quercus prinoides var. acuminata. tain subsets of the genetic makeup (which give By the way, did you know that chinkapin oak rise to plants of only certain appearances, or phe­ often appears to hybridize with its close southern notypes) can survive under certain microenviron­ relative, swamp chestnut oak (Quercus michauxii), mental conditions. Obviously, for a widespread and tha t there is a problem with the n ame of species to contain this genetic flexibility would swamp chestnut oak? Here 's an inte re sting probably give it some adaptive advantages. thought: could swamp chestnut oak be jus t If Quercus prinoides and Quercus muhlenbergii are another phase of chinkapin oak? Well, that's really so closely related genetically, it would be another story for another day . .. logical to consider them as belonging to the same species, but we should still recognize the differ­ ences between the two extremes, since they obvi-

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