A Comparison of Seed Predation, Seed Dispersal, and Seedling Herbivory in Oak and Hickory: Species with Contrasting Regenerating Abilities in a Bluegrass
Savanna–Woodland Habitat
Sara E. Cilles, Garnett Coy, Christopher R. Stieha, John J. Cox, Philip H. Crowley, and David S. Maehr
Northeastern Naturalist, Volume 23, Issue 4 (2016): 466–481
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22001166 NORTHEASTERN NATURALIST 2V3(o4l). :2436,6 N–4o8. 14
A Comparison of Seed Predation, Seed Dispersal, and
Seedling Herbivory in Oak and Hickory: Species with
Contrasting Regenerating Abilities in a Bluegrass
Savanna–Woodland Habitat
Sara E. Cilles1, Garnett Coy1, Christopher R. Stieha1,2,*, John J. Cox3,
Philip H. Crowley1, and David S. Maehr3,†
Abstract - Quercus (oak) regeneration failure threatens many forest and savanna communities
worldwide, where preservation of vegetation structure and composition depends
on acorns germinating and surviving into adulthood. However, predation on the acorns and
browsing of seedlings limits oak regeneration. To better understand the effects of these 2
mechanisms on oak recruitment in the endangered Bluegrass savanna–woodland of Kentucky,
we compared seed predation and herbivory on Quercus muehlenbergii (Chinquapin
Oak) with Carya laciniosa (Shellbark Hickory), a successfully regenerating tree species.
Compared to hickory nuts, acorns were predated more, cached less, and dispersed shorter distances.
Neither the distribution of the seedlings under the parent canopy nor browse damage
differed between the 2 species. Our results suggest that seed-predation prevents regeneration
of oaks in this endangered community.
Introduction
The widespread failure of Quercus (oak) to regenerate threatens to alter many
communities (Abrams 2003, Beck 1992, Cho and Boerner 1991, Hanberry et al.
2014, Lorimer et al. 1994, Plieninger et al. 2010) through shifts in the dominant
tree species and changes to the composition of the canopy (Asbjornsen et al. 2005).
Although similar shifts are occurring in communities all over the world, from the
Dongling Mountains of China (Sun et al. 2004) to the Inner Bluegrass of Kentucky
(Bryant et al. 1980), the causes of oak regeneration failure may differ among communities
(Lorimer 1992). Of the many factors influencing oak regeneration, seed
predation and browsing may be the dominant mechanisms in systems with few oak
seedlings in the understory (Lorimer 1992). Understanding oak regeneration failure
in these systems requires an understanding of the effects of seed predators and
browsers on the seed and seedling stages, especially in comparison to a species that
appears to be successfully regenerating.
Seed-eating animals have both negative and positive effects on oak regeneration
(Pulido et al. 2013). In oak systems around the world (Gomez et al. 2003, Haas and
Heske 2005, Johnson et al. 1989, Li and Zhang 2003, Sun et al. 2004, Takahashi
1Department of Biology, University of Kentucky, 101 Morgan Building, Lexington, KY
40506-0225. 2Department of Biology, Case Western Reserve University, Cleveland, OH
44106. 3Department of Forestry, University of Kentucky, 102 TP Cooper Building, Lexington,
KY 40506-0073. †Deceased. *Corresponding author - stieha@case.edu.
Manuscript Editor: Thomas Philbrick
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et al. 2006), seed predators often consume nearly all of the available acorns in any
given year (Lorimer 1992), but many seed-eating animals also cache seeds, which
could positively influence oak regeneration by moving seeds into areas conducive
to seed survival, germination, and growth (Perea et al. 2011, Sork 1983a, Stapanian
and Smith 1984, Vander Wall 1990; but see Sork 1983b). The caching process
decreases seed density (Steele and Koprowski 2001), protects seeds from seed predators
that are attracted to areas of high seed-density (Sork 1983a), and decreases
the likelihood that the seeds will be found (Borchert et al. 1989, Hulme 1994; but
see Gomez et al. 2003, Johnson et al. 1997, McCarthy 1994). Quantification of seed
consumption and caching can help determine both the positive and negative effects
of seed-eating animals.
Caching patterns by seed predators reflect (1) perishability, an important component
of which is dormancy (Hadj-Chikh et al. 1996, Smallwood et al. 2001, Steele et
al. 2004) and (2) nutritional value. Many seeds of species such as Carya (hickories;
Graney 1990, Schlesinger 1990), Juglans (walnuts; Williams 1990), and oaks of
the red oak subgenus (Erythrobalanus, Schopmeyer 1974) remain dormant through
the fall and winter and germinate in the spring, whereas acorns of the white oak
subgenus (Leucobalanus), such as Quercus muehlenbergii Engelm. (Chinquapin
Oak), germinate in the autumn (Barnett 1977, Steele et al. 2004). Although tree
squirrels can prevent germination (Wood 1938) by excising the embryo of the acorn
before caching it (Fox 1982, Zhang et al. 2014), squirrels usually choose to cache
dormant nuts rather than non-dormant ones (Hadj-Chikh et al. 1996, Smallwood et
al. 2001, Steele et al. 2004). In addition to differences in dormancy, nuts also differ
in their nutritional content. Squirrels get proportionately less energy from hickory
nuts than from acorns because the hard shell of hickory nuts requires more handling
time (Lewis 1982), but hickory nuts have more digestible protein, crude fat,
and digestible energy than do acorns (Abrahamson and Abrahamson 1989, Lewis
1982). Despite the higher handling time, squirrels have been found to consume
proportionately more hickory nuts than acorns (Lewis 1982). Due to these differences
in dormancy and nutritional value, hickory nuts may be more valuable than
acorns as a food source for tree squirrels. More-valuable items are cached farther
from the source tree to decrease the chance of cache theft, and less-preferred items
are usually cached closer to the source, often under the canopy of the parent tree
(Stapanian and Smith 1984). Increased seed survival via caching can positively affect
recruitment, but does not guarantee survival to adulthood.
Besides seed predation, herbivory can also contribute to oak regeneration failure
by leading to direct mortality or arrested development of tree seedlings. Browsing
has been shown to dramatically reduce the recruitment of oak species (Marquis et
al. 1976, Russell and Fowler 2004), but in some cases, even unpalatable species,
such as the hickories, are heavily browsed (McCarthy 1994). Overabundance of
herbivores in an area can quickly eliminate the most palatable species from communities
at local to regional spatial scales (Alverson et al. 1988, Ross et al. 1970),
inhibit regeneration (Lorimer 1992, Ross et al. 1970), and lead to changes in species
composition within ecological communities (McEwan et al. 2011, Ripple and
Beschta 2007, Smith et al. 2003).
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The globally endangered Bluegrass savanna–woodland community was historically
dominant, but now comprises less than 1% of the Inner Bluegrass physiographic
region of central Kentucky (Jones 2005). The structure of this community is characterized
by a mosaic of savanna, woodland, and herbaceous plant-dominated
open areas. These savanna–woodland communities support various mixtures of
dominant or co-dominant deciduous hardwood tree species including Fraxinus
quadralangulata Michx. (Blue Ash), Fraxinus americana L. (White Ash), Quercus
macrocarpa Michx. (Bur Oak), Chinquapin Oak, Quercus shumardii Buckley
(Shumard Oak), and Carya laciniosa (Michx. f.) G. Don (Shellbark Hickory)
(Bryant et al. 1980). Chinquapin Oak recruitment has been very minimal within
this system since at least 1980 (Cilles 2008, Wharton and Barbour 1991), especially
when compared with the other nut-bearing species, such as Shellbark
Hickory, and Juglans nigra L. (Black Walnut). Failure of seedling establishment
and recruitment by dominant canopy tree species is considered to be perhaps the
greatest threat to this community (Bryant et al. 1980); therefore, its management
requires a better understanding of these phenomena.
We posited that oak regeneration failure in the Bluegrass savanna–woodland is
due to seed predation and herbivory of seedlings. To understand oak regeneration
failure in this system, we compared seed predation and browsing of Chinquapin
Oak to that of Shellbark Hickory, a species that has experienced good recruitment
in the savanna in the past 30 years (J. Cox, pers. observ.). Acorns have a thinner,
softer shell that is penetrable by more species than hickory nuts; thus we predicted
that acorns would have a greater number of predators than hickory nuts. Hickory
nuts remain dormant over winter, making them a potentially more valuable longterm
food source than Chinquapin acorns, which can begin germination in fall and
may spoil more quickly. Therefore, we predicted that hickory nuts were more likely
to be cached than acorns, and would tend to be cached farther from the parent tree
than acorns. Further, we predicted that differences in cache distance would influence
spatial distribution of seedlings; Chinquapin Oak seedlings would be found
closer to the parent tree compared to hickory seedlings. Finally, given that Chinquapin
Oak seedlings are relatively more palatable to small mammals and Odocoileus
virginianus Zimmermann (White-tailed Deer) (Hannah 1987, Van Dersal 1940) as
compared to Shellbark Hickory seedlings (Graney 1990), we hypothesized that we
would observe greater browsing of seedlings of the former than the latter. Our work
on oak regeneration failure in the Bluegrass savanna–woodland provides insight
into oak regeneration failure in other systems, especially in systems with few oak
seedlings in the understory (Lorimer 1992).
Field-site Description
The largest remnant of the Bluegrass savanna–woodland ecosystem is Griffith
Woods, in Harrison County, KY (38°19'N, 84°21'W; Wharton and Barbour 1991),
which consists of a small savanna (~24 ha) with characteristic Blue Ash, White
Ash, and mature nut-bearing trees (3.5 Chinquapin Oaks per ha, 3.9 Shellbark
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Hickories per ha, 3.7 Black Walnuts per ha, and 3 Blue Ash Trees per ha; Cilles
2008). We determined that the average diameter at breast height (dbh) was 104.1 ±
5.1 cm for Chinquapin Oak (n = 22) and 20.9 ± 4.0 cm for Shellbark Hickory trees
in a 5.2-ha area in the center of the savanna (see sapling distribution and herbivory
survey in Methods). The climate of the Inner Bluegrass region is warm-temperate
and humid, with an average rainfall of 112 cm (44 in) and an average temperature
of 13 °C (55 °F) (Wharton and Barbour 1991). Soil in this region is deep, fertile,
well-drained, and derived from phosphatic limestone. Sinkholes, springs, and caves
are common throughout the rolling, karst landscape of the Inner Bluegrass region
(Bryant et al. 1980, Wharton and Barbour 1991).
Methods
Foraging-preference experiment
The fate of a nut depends on whether a seed predator or seed disperser finds it;
thus, we first needed to identify the species taking nuts at our site. In late November
2006, we placed a dish of 10 Chinquapin Oak acorns and a dish of 10 Shellbark
Hickory nuts side by side on the ground 2 m from the trunk of each of 10 trees.
We randomly selected 5 Chinquapin Oak and 5 Shellbark Hickory trees from the
large trees (>30 cm dbh) present and installed a digital remote camera (Trail Sentry,
Bushnell Corporation, Overland Park, KS) at each one set to record 15 sec of video
whenever its motion sensor was activated over a 10-d period. We noted the species
responsible for each predation or dispersal event.
Nut-fate experiment with visitor identification
To quantify the effects of each documented animal species on the predation and
dispersal of nuts, we tallied visitations to our plots and tracked nuts taken from
the plot. We set up a 0.5 m x 0.5 m plot 2 m from the bases of the trees used in the
foraging-preference experiment. We arranged 18 acorns and 18 hickory nuts in an
alternating pattern in a 6 x 6 grid in each plot. To each nut, we superglued the end
of a 30-m length of polyester thread wound around a plastic sewing-machine bobbin
(distance based on results from Li and Zhang 2003; technique from Dennis 2003,
Forget and Wenny 2005). Three-inch roofing nails with round plastic caps secured
each nut–bobbin complex to the grid and allowed the bobbins to rotate freely.
We aimed a digital remote-camera at each plot to record seed-predation and dispersal
events. Cameras were set up on 30 October 2006 and checked daily for 2 d.
The majority of nuts had been removed after the first 48 h; thus, after the initial 2
d, we checked the cameras approximately weekly until mid-January. We followed
the threads until we found their ends and recorded the distance from the plots to
the end of each thread. If we found a nut fragment on the end of the thread, we
recorded the fate of that nut as “eaten”. If the nut was buried in soil, under leaves,
or in a tuft of grass, the fate was recorded as “cached.” If no nut or fragment was
attached to the end of the thread, the fate of the nut was recorded as “removed”. We
also noted whether cached acorns had excised embryos. We mapped cache locations
using a GPS unit with sub-meter accuracy (GeoXT, Trimble Navigation Limited,
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Sunnyvale, CA) and checked them approximately weekly to determine if and when
the nuts were recovered.
To improve the normality of our data, we square-root transformed the paired
difference between the number of hickory nuts and the number of acorns cached
at each plot, and performed a paired t-test. We also employed a paired t-test to
compare the average caching distance of acorns versus hickory nuts at each plot.
We found no difference in results between plots at Chinquapin Oak trees and plots
at Shellbark Hickory trees; thus we pooled the data. All statistical tests were conducted
in SAS 9.1 (SAS Institute, Inc. 2003) with α = 0.05.
Nut-fate experiment with caching
To better quantify the fate of the nuts (Alverson and Diaz 1989), we tracked nuts
using a combination of 2 methods: (1) the thread-and-bobbin method described
previously and (2) magnetic location. To use magnetic location to effectively track
nuts (see Alverson and Diaz 1989), we inserted a cylindrical neodymium magnet
(0.32 cm tall x 0.32 cm diameter; K & J Magnetics, Jamison, PA) into each nut and
tracked it using a magnetic locator (DML2000, Dunham and Morrow, Inc., Dulles,
VA). In mid-April 2007, we placed 16 acorns and 16 hickory nuts in each plot
associated with the Chinquapin Oak and Shellbark Hickory trees used in our previous
experiments, and checked caches approximately every other day for 2 weeks,
after which we checked plots and caches once per week for 3 weeks, and then once
per month for 4 months because over time few nuts remained in the plots and few
caches remained unrecovered. We checked plots and caches for the last time in late
September 2007.
We followed the threads attached to nuts removed from plots until we found
the end of the thread. We categorized the fates of the nuts (eaten, cached, removed)
as in the previous experiment. If no nut or fragment was attached to the
end of the thread, we used the magnetic locator to systematically search the area
around the plot for ~25–30 m in all directions. We classified a nut as eaten if the
bare magnet was found and as removed if neither magnet nor nut was found.
We employed a paired t-test to determine if more hickory nuts than acorns were
cached per plot. There was no difference between plots at Chinquapin Oak trees
and plots at Shellbark Hickory trees, so we pooled the data. Too few acorns were
cached per plot to compare average caching distance per plot for acorns versus
hickory nuts.
Sapling distribution and herbivory survey
To determine the effect of seed dispersers on survival, we surveyed naturally
occurring saplings and their location with respect to adult trees. To determine the
effect of browsers on Chinquapin Oak and Shellbark Hickory regeneration, we
quantified browse damage on these saplings. We used GPS to map the location
of every tree (dbh > 5 cm) and sapling at least 30 cm tall within a 5.2-ha area in
the center of the Griffith Woods savanna. We recorded the height and the location
(canopy or open) of each sapling, and counted the total number of stems that had
been browsed. To determine whether Chinquapin Oak saplings were more likely
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than Shellbark Hickory saplings to be found under the canopy of a possible parent
(a conspecific tree), we performed both a Fisher’s exact test (2 x 2 contingency
table because 25% of the cells had expected values less than 5) and a Barnard’s exact test
on unpooled data (Barnard 1945) using the Barnard package (Erguler 2015) in the
R statistical program (R Core Team 2015). To determine whether there was a difference
in the average distance between Chinquapin Oak and Shellbark Hickory
saplings to their nearest possible parent trees, we performed a t-test, where the
sampling unit was parent tree, and the average distances from saplings to trees were
weighted by the number of offspring assigned to an individual tree. The distances
from saplings to possible parent trees could be affected by differences between
the spatial distributions of mature oaks and hickories; thus, we also tested whether
there was a difference in the average distance between closest neighboring mature
oaks and between mature hickories using a Wilcoxon 2-sample test because our data
were non-normal. We used a Barnard’s exact test on unpooled data to compare the
occurrence of browsing (browsing versus no browsing) and a Wilcoxon 2-sample
test to compare the average number of browsed stems of Shellbark Hickory and
Chinquapin Oak seedlings and saplings.
Results
Foraging-preference experiment
Most seeds were taken from our plots during the first 24 h. The removal of 58 out
of 100 hickory nuts and 43 out of 100 acorns was captured on video. More predator
species took acorns than hickory nuts (Fig. 1), but most nuts, regardless of type,
were taken by Sciurus niger L. (Fox Squirrel). Peromyscus leucopus Rafinesque
(White-footed Mouse) was the only other predator of hickory nuts.
Nut-fate experiment with visitor identification
From the digital photographs, we identified 8 mammal species (Fox Squirrel,
White-footed Mouse, Procyon lotor L. [Raccoon], Tamias striatus V. Bailey
Figure 1. (A) Percentage of acorns (n = 43) and (B) hickory nuts (n = 58) taken by various
species of seed predator in the foraging-preference experiment.
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[Eastern Chipmunk], Urocyon cinereoargenteus Schreber [Gray Fox], White-tailed
Deer, Didelphis virginiana Kerr [Virginia Opossum], and Sylvilagus floridanus J.A.
Allen [Eastern Cottontail]) and 4 bird species (Pipilo erythrophthalmus L. [Eastern
Towhee], Cardinalis cardinalis L. [Northern Cardinal], Zonotrichia albicollis J.F.
Gmelin [White-throated Sparrow] and Junco hyemalis L. [Dark-eyed Junco]) that
visited the plots (Fig. 2). In many cases, it was not possible to discern the species
of nut taken or if a nut was removed. Therefore, data are displayed simply as the
number of times we recorded a seed predator species at each plot.
Seed predators often cut the threads attached to the nuts; thus we could determine
the fates of only 32% of the nuts (48% of the acorns and 16% of the hickory
nuts). An average of 42% of acorns per plot were eaten at the source and 6% were
cached. In contrast, no hickory nuts were eaten at the source and 16% were cached.
About 2 more hickory nuts than acorns were cached per plot (1-tailed t-test: t =
7.02, P < 0.0001; Fig. 3A), and these hickory nuts were cached an average of 2.2 m
farther than acorns (1-tailed paired t-test: t = 2.52, P = 0.043) (Fig. 3B). Our sample
size was small (n = 4) because only 4 plots had cached acorns. Half (7 out of 14) of
cached acorns had their embryos excised. Because we rechecked caches, we found
that 1 acorn and 1 hickory nut were re-cached; all cached nuts had been recovered
by the predators by the end of the study.
Nut-fate experiment with caching
We recovered 146 acorns and 115 hickory nuts of the 320 nuts used in the experiment;
2 hickory nuts had not been removed from the plots when the experiment
Figure 2. Seed-predator
frequency across all nutfate
experiments with visitor-
identification plots.
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ended in early September 2007. An average of 8.3 more hickory nuts than acorns
were cached per plot (1-tailed paired t-test: t = 6.85, P < 0.0001; Fig. 4). The average
caching distance per plot for hickory nuts was 6.94 m (SE = 0.72), but only 3
out of 160 acorns were cached (at distances of 2.4 m, 0.6 m, and 0.6 m) (data not
shown). One out of the 3 cached acorns had its embryo excised. All caches were
either recovered or they rotted (some after germinating).
Sapling distribution and herbivory survey
Although we found 25% (7 out of 28) of oak saplings and ~14% (75 out of
550) of hickory saplings under the canopy of a possible parent, Chinquapin Oak
Figure 3. Acorns and hickory nuts cached in nut-fate experiment with visitor identification.
(A) Number of acorns and hickory nuts cached per plot (n = 4 pairs; one-tailed paired t-test:
t = 7.02, P < 0.0001). (B) Average caching distance for acorns and hickory nuts (n = 4 pairs;
1-tailed paired t-test: t = 2.52, P = 0.043). Mean ± se are shown in both panels.
Figure 4. Average number of
acorns and hickory nuts cached
per plot in the nut-fate experiment
with caching (n = 5 pairs;
1-tailed paired t-test: t = 6.85,
P < 0.0001). Graph shows mean
± SE.
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saplings were no more likely than Shellbark Hickory saplings to be found under
the canopy of a possible parent (Fisher’s exact test: P = 0.099; Barnard’s exact
test: Wald statistic = -1.34, nuisance parameter = 0.01, P = 0.448). There was
also no difference between the distance from Chinquapin Oak saplings to their
nearest possible parent and Shellbark Hickory saplings to their nearest possible
parent (mean ± SE ; oak distance: 25.25 ± 4.11 m; hickory distance: 20.78 ± 1.60
m; 2-tailed t-test: t = 0.68, P = 0.502). There was also no difference between the
average distance of oak trees and their nearest conspecific neighbor and that of
hickory trees with their nearest conspecific neighbor (mean ± SE ; oak distance:
26.08 ± 4.16 m; hickory distance: 24.96 ± 5.00 m; 2-tailed Wilcoxon 2-sample
test: statistic = 566, P = 0.291). Browsing on Chinquapin Oak saplings was 2
times greater than on hickory saplings, with 3 of 28 (~11%) Chinquapin Oak and
32 of 550 (~6%) of Shellbark Hickory saplings browsed; these proportions did not
differ (2-sided Barnard’s exact test on unpooled data: Wald statistic = -0.714, nuisance
parameter = 0.01, P = 0.84). There was no difference in the average number
of browsed stems per sapling between Chinquapin Oak and Shellbark Hickory
(mean number of stems ± SE ; oak: 0.39 ± 1.71 stems per sapling; hickory: 0.13 ±
0.81 stems per sapling; Kruskal-Wallis: χ2 = 1.11, P = 0.291).
Discussion
The failure of oak regeneration has the potential to change the community composition
of many ecosystems, such as the endangered Bluegrass savanna–woodland
of central Kentucky. Mammalian herbivores and seed predators and dispersers
influence the regeneration of most tree species, and this is especially true for nutbearing
species that provide a nutritious reward for dispersers (Gomez et al. 2003,
Lorimer 1992, McEwan et al. 2011), but the interaction between the trees and the
seed-eating animals is complicated because animals can both negatively affect
tree regeneration by consuming seeds and young plants and positively affect tree
regeneration by dispersing and caching seeds away from the parent tree. Our study
provides evidence that seed dispersal and predation, but not browsing, are the
most plausible factors to explain reduction in Chinquapin Oak recruitment in this
savanna–woodland remnant. When we compared Chinquapin Oak, which is not regenerating,
to Shellbark Hickory, which is regenerating, we found that acorns were
consumed more, cached less, and dispersed less than hickory nuts, but that there
was no difference between the level of browsing on Chinquapin Oaks and Shellbark
Hickory. The preferential caching of hickory nuts over acorns and the frequent immediate
consumption of acorns greatly reduces the potential of oaks to regenerate,
while probably increasing hickory regeneration. Therefore, management efforts to
improve oak regeneration and preserve current Bluegrass savanna–woodland composition
and structure should focus on increasing acorn persistence or burial.
We found that acorns were more likely than hickory nuts to be eaten immediately
instead of being cached. Of the acorns that were cached, 33–50% had excised
embryos, which would serve to further reduce oak recruitment because most acorns
with excised embryos do not germinate (Wood 1938, Zhang et al. 2014, but see Yi
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et al. 2014). The lack of acorn caching is probably due to a combination of perishability
and behaviors of the suite of animals that removed them. In our study, acorns
were the more perishable resource and were consumed more than hickory nuts. In
temperate hardwood forests, these caching decisions are based on perishability and
not palatability, where animals consume the more perishable type of nut and cache
the less perishable nut when given a choice between 2 species (Lichti et al. 2014).
Besides the difference in perishability, a different suite of animals removed acorns
and hickory nuts. At our study site, a greater number of species removed acorns
than hickory nuts, and a much larger proportion of acorns were taken by species
that are not scatterhoarders (Fig. 2). Fox Squirrels, estimated at a density of about
10 individuals per km2 at Griffith Woods (J. Cox, pers. observ.), were the only scatterhoarders
that visited our seed plots. They removed ~86% of hickory nuts from
seed trays but only ~49% of acorns. Conversely, Raccoons removed ~21% of acorns
and no hickory nuts, and were also responsible for heavy predation of acorns in
the nut-fate experiment with visitor identification. Raccoons typically ate all of the
acorns at a particular plot, leaving the shells on the ground within the plot. In these
situations, acorns did not have the opportunity to be dispersed by accidental dropping
during transport to another location.
Hickory nuts were cached farther from the source than were acorns, which
could increase the potential for hickory regeneration relative to oak regeneration.
Cached food items are protected from desiccation (Barnett 1977, Haas and Heske
2005, Korstian 1927, Smit et al. 2009) and are at a lower density farther from the
seed source, which makes them less likely to be discovered and eaten by naïve seed
predators (Jansen et al. 2004, Stapanian and Smith 1984). Therefore, if a hickory
nut disperser does not recover some of its caches, the possibility that the nut will
survive is greater than for acorns. Consequently, we expected the greater caching
distance for hickory nuts to result in a greater number of Shellbark Hickory saplings
than Chinquapin Oak saplings, a situation that we observed in our sapling survey
(550 hickory saplings versus 28 oak saplings). Although we also expected Chinquapin
Oak saplings to be closer to potential parent trees than Shellbark Hickory
saplings because of the difference in caching distance, we found no difference between
the distance from Chinquapin Oak saplings and Shellbark Hickory saplings
to their nearest mature conspecific individual. This finding is inconsistent with the
results from our 2 dispersal experiments showing that dispersers move hickory
nuts farther than acorns. It is possible that our assumption that the parent tree is the
nearest mature conspecific individual is unjustifed, which would have caused us to
underestimate dispersal distances, especially for a species that gets dispersed over
long distances, such as hickory nuts.
Also, contrary to what we expected, there was no difference between the number
of browsed stems on Shellbark Hickory saplings and Chinquapin Oak saplings.
Hickory foliage has been characterized as unpalatable (Graney 1990), whereas
Chinquapin Oak is highly palatable to wildlife species (Hannah 1987, Van Dersal
1940). We found an overall low level of browse on both species (only 11%
of Chinquapin Oak saplings and 6% of Shellbark Hickory saplings had at least 1
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2016 Vol. 23, No. 4
browsed stem), probably as a result of the low density of White-tailed Deer (8/km2)
at Griffith Woods (J. Cox, pers. observ.) or the higher relative abundance of other
more-preferred foods. In an earlier study, a greater percentage of individuals of
other tree species (e.g., Gleditsia triacanthos L. [Honey Locust], Crataegus mollis
Torr. & A. Gray [Red Hawthorn], Celtis occidentalis L. [Common Hackberry],
White Ash) were browsed and had many more browsed stems per sapling than
did Chinquapin Oak and Shellbark Hickory saplings (Cilles 2008). Unless Whitetailed
Deer or smaller herbivores (such as Microtus pennsylvanicus Ord [Meadow
Vole]; Ostfield and Canham 1993) are eating entire young seedlings, it seems that
herbivory does not influence Chinquapin Oak regeneration in this Bluegrass savanna–
woodland remnant, but more work is needed specifically on predation of
young seedlings. Based on our data, seed predators and dispersers are likely the
main factors influencing tree regeneration in our study area.
There may be a tendency for studies to overestimate seed predation. Human
scent left on seeds may make them easier for animals to find. Duncan et al. (2002)
found that nuts and fleshy fruits with human scent on them sometimes had higher
removal rates than those not touched by humans. Acorns were not included in that
study, but there was no difference in the removal rate of human-scented versus unscented
hickory nuts; therefore, we maintain that the effects of human scent on our
results were minimal. Also, many studies equate seed removal with seed predation,
which greatly overestimates seed predation in species with seeds that are frequently
cached. In our study, we tracked nuts when they were removed from the seed plots
and classified seeds removed from primary caches as eaten unless threads were still
attached and could be followed to the secondary cache. Secondary caches are often
located farther from the source than primary caches (Pizo and Vieira 2004, Theimer
2001), and more secondary than primary caches produce seedlings (Pizo and Vieira
2004). In addition, seedling and sapling survival can increase with increasing distance
from the parent tree (Tamura et al. 2005), which may explain why we found
no difference between Chinquapin Oak and Shellbark Hickory in the average distance
from sapling to possible parent tree.
Collectively, our findings suggest seed predation on Chinquapin Oak is intense
in this particular remnant of the Bluegrass savanna–woodland community and is
at least partially responsible for the lack of regeneration of this important canopy
species. Our results are consistent with those of other studies (Haas and Heske
2005, Johnson et al. 1989, Lorimer 1992) that report nearly complete consumption
of acorns by seed predators, especially in communities with increased herbaceous
groundcover (Kellner et al. 2016), which would be similar to the dense grasses of
the Bluegrass savanna–woodland system. Others (Li and Zhang 2003, Sun et al.
2004) have concluded that seed predation and lack of successful dispersal are the
primary causes of oak recruitment failure elsewhere. Because oaks are so longlived,
a few successful dispersal events may have been enough to maintain the local
regeneration of Chinquapin Oak, but current factors may interfere with these rare
successful dispersal events to the point where local regeneration is prevented. For
example, seed-predator density may be increased due to the dominance of exotic
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S.E. Cilles, G. Coy, C.R. Stieha, J.J. Cox, P.H. Crowley, and D.S. Maehr
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herbaceous groundcover, such as grasses (e.g., Festuca [Fescue] 31) and shrubs
(e.g., Lonicera maackii (Rupr.) Herder [Bush Honeysuckle]), but more research is
needed to evaluate this interaction. For now, managers may have to resort to the
direct planting of acorns, which would reduce discovery by seed predators, and
to planting oak seedlings to maintain the relative importance of Chinquapin Oak
within this rare community. To match observed densities of the regenerating Shellbark
Hickory and to account for an increased browsing rate on Chinquapin Oak
saplings, we suggest managed planting of at least 200 acorns per ha.
Acknowledgments
We thank Nathan Klar, Megan Poulette, Yoriko Saeki, Kay Shenoy, and Tim Sesterhenn
for discussions and suggestions; and Carol Baskin, Christopher Moore, and 2 anonymous
reviewers for comments on an earlier version of this manuscript. Funding for this research
was provided by the University of Kentucky Graduate School (S.E. Cilles and C.R. Stieha),
the University of Kentucky Department of Biology (S.E. Cilles and C.R. Stieha), the
Gertrude Flora Ribble Fund (S.E. Cilles), and a research grant from Kentucky Society of
Natural History (S.E. Cilles). This work was part of a M.Sc. thesis project by S.E. Cilles in
Biology at the University of Kentucky, advised by J.J. Cox, P.H. Crowley, and D.S. Maehr.
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