Forest Community Structure Differs, but not Ecosystem
Processes, 25 Years after Eastern Hemlock Removal in an
Accidental Experiment
Jenna M. Zukswert, Jesse Bellemare, Amy L. Rhodes, Theo Sweezy,Meredith Gallogly, Stephanie Acevedo, and Rebecca S. Taylor
Southeastern Naturalist, Volume 13, Special Issue 6 (2014): 61–87
Full-text pdf (Accessible only to subscribers.To subscribe click here.)

61
Forest Community Structure Differs, but not Ecosystem
Processes, 25 Years after Eastern Hemlock Removal in an
Accidental Experiment
Jenna M. Zukswert1,2,*, Jesse Bellemare1, Amy L. Rhodes3, Theo Sweezy3,
Meredith Gallogly1, Stephanie Acevedo1, and Rebecca S. Taylor1
Abstract - The spread of Adelges tsugae (Hemlock Woolly Adelgid) directly threatens the
survival of Tsuga canadensis (Eastern Hemlock) and has also triggered pre-emptive and
salvage logging. In this study, we took advantage of a 25-year-old accidental experiment
involving Eastern Hemlock removal by logging at Smith College’s MacLeish Field Station,
in western Massachusetts, to investigate how microclimate, ecosystem processes, and
forest-floor animal communities might change in the decades following Eastern Hemlock
loss. On average, mean understory light levels in summer were 68% higher under young
Black Birch (Betula lenta) canopies as compared to adjacent mature Eastern Hemlock
forest. Mean daily air temperature, relative humidity, soil temperature, and organic-layer
moisture content were similar between young Black Birch and mature Eastern Hemlock
plots, although some of these factors were significantly more variable in the former. The
soil organic horizon was significantly thicker in Eastern Hemlock plots, but net nitrification
rates did not differ substantially between young Black Birch and mature Eastern Hemlock
forest plots. We detected significantly greater densities of microarthropods (e.g., mites,
collembolans) in the forest floors of Eastern Hemlock plots, possibly linked to the thicker
organic horizon. Our results indicate substantial changes in forest structure and microarthropod
communities with Eastern Hemlock removal, but little evidence of large changes in
key ecosystem processes, like nitrogen cycling. Other sites that represent similar accidental
experiments with Eastern Hemlock removal due to past human disturbance likely exist and
should be studied before intact reference stands are lost to Hemlock Woolly Adelgid or preemptive
salvage logging.
Introduction
The decline of Tsuga canadensis (L.) Carriere (Eastern Hemlock, hereafter
Hemlock) in eastern North America due to the spread of the exotic pest Adelges
tsugae Annand (Hemlock Woolly Adelgid [HWA]) is expected to significantly
influence ecosystem processes and forest communities due to Hemlock’s role
as a foundation tree species (Ellison et al. 2005). Accidentally introduced to the
United States in the 1950s, HWA is an invasive insect that feeds on xylem ray parenchyma
cells of Hemlocks, often causing tree mortality within as few as 4 years
(McClure 1991, Young et al. 1995). Beyond the direct threat of HWA, the spread
1Department of Biological Sciences, Smith College, Northampton, MA 01063. 2Faculty
of Forestry, University of British Columbia, Vancouver, BC V6T 1Z4, Canada. 3Department
of Geosciences, Smith College, Northampton, MA 01063. *Corresponding author -
j.zukswert@alumni.ubc.ca.
Manuscript Editor: Roland de Gouvenain
Forest Impacts and Ecosystem Effects of the Hemlock Woolly Adelgid in the Eastern US
2014 Southeastern Naturalist 13(Special Issue 6):61–87
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
62
Vol. 13, Special Issue 6
of this invasive insect has also led to pre-emptive and salvage logging efforts
(Foster and Orwig 2006, Kizlinski et al. 2002), despite Hemlock’s limited value
as a lumber species. Whether due to HWA-induced mortality, pre-emptive cuts, or
salvage logging, the community structure and function of the Hemlock-dominated
forests in eastern North America is predicted to change dramatically with the loss
of this important foundation species in coming decades (Ellison et al. 2005, Orwig
and Foster 1998).
In areas where Hemlock trees have died from HWA infestation or have been
logged, deciduous tree species rather than other conifer species (Orwig and Foster
1998) have typically emerged in their place. The tree species most commonly
seen replacing Hemlock in the northeastern United States is Betula lenta L. (Black
Birch; Orwig and Foster 1998). In the long term, forest succession resulting from
the loss of Hemlocks is predicted to result in mature mixed deciduous forests,
and Hemlocks are unlikely to re-colonize these forests for many decades, if ever
(Ellison et al. 2005, Orwig and Foster 1998). This transition from evergreen,
conifer-dominated ecosystems to deciduous, angiosperm-dominated ecosystems is
expected to produce significant changes in associated plant and animal communities
and in key biogeochemical processes (Cobb 2010, Ellison et al. 2005, Orwig
and Foster 1998). As a foundation species, Hemlock strongly influences forest
community structure by creating a unique understory environment that is often
cooler, darker, moister, and characterized by more acidic soils than typically seen
in deciduous forests (Ellison et al. 2005). The changes in understory microclimate
accompanying Hemlock loss as well as changes in leaf-litter inputs, forest-floor
composition, and decomposition could alter net rates of nitrogen transformation
in soil, stimulating increases in net nitrogen mineralization and nitrification (Cobb
2010, Jenkins et al. 1999, Orwig et al. 2008, 2013). Beyond changes in ecosystem
processes, changes are also predicted for plant and animal communities in forests
that experience Hemlock loss, including shifts in the composition, abundance, or
diversity of bird (Tingley et al. 2002), arthropod (Rohr et al. 2009), salamander
(Mathewson 2009), and bryophyte assemblages (Cleavitt et al. 2008).
Numerous studies have been launched in the past 10–15 years to examine the
ecological changes that might result from the loss of Hemlock due to HWA or logging
(Kizlinski et al. 2002, Orwig and Foster 1998). The majority of these studies
have been observational or descriptive, involving longitudinal studies of sites succumbing
to HWA (e.g., Cleavitt et al. 2008, Eschtruth et al. 2013), or employing
space-for-time substitutions along regional gradients of HWA infestation (e.g.,
Jenkins et al. 1999, Orwig and Foster 1998, Orwig et al. 2008). These studies have
provided valuable insights into the environmental changes occurring in the wake of
Hemlock loss; however, some longitudinal studies could be confounded by interannual
variability in climate, and space-for-time substitutions might be influenced
by underlying differences in soils, geology, and physiography among sites.
To address some of these limitations, experimental manipulations have recently
been implemented in which intact Hemlock control stands are compared to
nearby plots in which the species has either been girdled to simulate slow death
Southeastern Naturalist
63
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
by HWA or harvested to simulate salvage or pre-emptive logging (e.g., Ellison
et al. 2010, Knoepp et al. 2011). For example, large-scale removal experiments
have been launched at the Coweeta Hydrologic Laboratory in North Carolina
and at Harvard Forest in Massachusetts within the past decade. Ideally, these experiments
allow side-by-side comparison of intact Eastern Hemlock stands with
forested areas where removal of the species has triggered replacement by deciduous
tree species like Black Birch (e.g., Orwig et al. 2013). Although these planned
experimental manipulations are already providing important new insight into the
early stages of forest succession following Hemlock removal, their relatively recent
initiation might confound the specific effects of Hemlock loss with general
disturbance effects and also limit the information available on later successional
stages. Unfortunately, the rapid spread of HWA also threatens to compromise intact
Hemlock control stands before these experiments have had a chance to fully
simulate the decades following Hemlock loss.
To obtain a longer-term view of the effects of Hemlock removal while still retaining
many of the desirable aspects of an experimental manipulation, the present
study at Smith College’s MacLeish Field Station in Whately, MA takes advantage
of a 25-year-old accidental experiment involving partial removal of Hemlock
from a Hemlock-northern hardwoods forest by small-scale logging in the late
1980s. This logging activity created a patchwork of forest stands, with young
Black Birch-dominated stands embedded within a more mature Hemlock-dominated
forest matrix. This study system allows for documentation of a later stage
in the successional trajectory following Hemlock removal, while still minimizing
differences in underlying environmental conditions through close spatial proximity
of Hemlock-dominated areas and young Black Birch-dominated patches
generated by logging.
The objective of this study was to collect baseline ecological data from forest
stands at Smith College’s MacLeish Field Station in order to investigate the
longer-term effects of Hemlock removal on a subset of ecosystem processes and
forest-floor community components. In particular, we collected microclimatic
and biogeochemical data to observe how understory environmental conditions and
forest-floor ecosystem processes, particularly nitrogen cycling, differed between
mature Hemlock-dominated forest and young Black Birch-dominated forest ≈25
years after Hemlock removal. We predicted that Hemlock stands would be cooler
and darker than young Black Birch stands, and hypothesized that soils beneath the
young Black Birch canopy would have thinner organic horizons and exhibit higher
net nitrogen transformation rates than soils beneath the Hemlock canopy (cf. Finzi
et al. 1998a, b; Lovett et al. 2004). We also investigated forest-floor animal communities
to test for differences in the abundance of a key functional group involved in
decomposition: forest-floor microarthropods (e.g., mites and collembolans; Coleman
et al. 2004). We hypothesized that these forest-floor mesofauna would be more
abundant under Black Birch canopies because the higher nutrient content and lower
C:N of Black Birch leaf litter (e.g., Cobb 2010) might be expected to stimulate more
productive detritivore communities.
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
64
Vol. 13, Special Issue 6
Field-Site Description
The study site for this project was located at Smith College’s 98-hectare MacLeish
Field Station in Whately, MA (42°27'N, 72°40'W), in the foothills of the
Berkshire Plateau (270 m elevation). Soils at the field station are predominantly
inceptisols, specifically classified as extremely rocky loam of the Westminster Series
(Mott and Fuller 1967), and tend to be acidic (pH ≈4.1–4.7; Zukswert 2013).
The glacial till-derived soil is shallow, well drained, and typically has a persistent
organic horizon. The mineral subsoil extends ≈45 cm until reaching Devonian gray
mica schist and quartz bedrock of the Waits River Formation, a bedrock type that
extends through the foothills of the Berkshire Plateau in Massachusetts into Vermont
and includes occasional beds of impure calcitic marble (USGS 2013, Willard
1956, Zen et al. 1983).
The natural vegetation of the study area is northern hardwoods-Hemlock-Pinus
strobus L. (Eastern White Pine) forest (Westveld 1956). At the MacLeish Field Station,
forests are dominated by Hemlock, Black Birch, and Quercus rubra (L.) (Red
Oak); canopy trees range from ≈90 to 110 years in age (J. Bellemare, unpubl. data).
The land was cleared for farming during the late 18th and early to mid-19th centuries
(Crafts and Temple 1899), but then largely abandoned to secondary forest succession
in the late 19th to early 20th centuries, as has occurred with many upland areas
in southern and central New England (Bellemare et al. 2002, Foster et al. 1998).
The forests at the MacLeish Field Station appear to have experienced occasional
selective cutting in the early to mid-20th century while under private ownership,
with a more substantial, 36-acre commercial cut in 1988 managed by Smith College.
In the latter operation, many large Red Oak trees were selectively cut and
small patches of forest (≈20 × 20 m) were clear-cut; the rationale for the small intensive
cuts is not known because the supervising forester is now deceased. About
94,540 board feet were cut in 1988, with Hemlock representing 35.8% of the total
board feet removed (Davies 1988). Black Birch has regenerated vigorously and
now forms dense stands of 20–25 year-old trees in the gaps created by this logging
operation, surrounded by a matrix forest of mature Hemlock, Red Oak, and Black
Birch (Fig. 1).
Methods
Plot establishment
To investigate changes in ecosystem processes and forest-floor communities
associated with Hemlock removal, we established a series of research plots situated
in adjacent patches of mature Hemlock-dominated forest and young Black
Birch stands generated by the 1988 logging operation. Specifically, in 2010, we
delineated 4 adjacent pairs of 10 × 15 m young Black Birch and mature Hemlock
forest plots, as well as 3 additional Hemlock forest plots (n = 11 plots total, Appendix
A). The plot size of 10 x 15 m was selected to reduce edge effects in the
≈20 x 20 m Black Birch gap areas. In the context of the accidental experiment
initiated by 1988 logging, we presume that the forest vegetation prior to this cut
Southeastern Naturalist
65
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
Figure 1. One of the young Black Birch forest plots situated within an Eastern Hemlockdominated
forest at the MacLeish Field Station in Whately, MA. These former logging gaps
measure ≈20 × 20 m, but our study plots within them measure 10 × 15 m. Wooden boards
on the forest floor are being used as artificial cover objects in an ongoing study of forestfloor
animal populations.
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
66
Vol. 13, Special Issue 6
was relatively homogenous across the entire study site (i.e., similar to the mature
Hemlock-Red Oak-Black Birch matrix forest surrounding the young Black Birchdominated
gaps today) and that any differences currently observed in ecosystem
processes and forest-floor ecology between the two forest types trace to their
divergent histories and differing canopy compositions since 1988. The presence
of Hemlock stumps in the young Black Birch plots confirms that these areas supported
Hemlock prior to logging.
In our baseline tree survey in Fall 2012, the 7 Hemlock plots investigated averaged
51.7 m2 ha-1 total basal area and 1489 tree stems per hectare, with Hemlock
trees constituting 56% of total basal area, on average (Fig. 2). The young Black
Birch plots averaged 14.0 m2 ha-1 total basal area and 7822 tree stems per hectare,
with Black Birch trees constituting 84% of the basal area, on average (Fig. 2). We
also delineated one mature deciduous forest plot near the study area (≈50 m away),
dominated by mature Black Birch of similar age to the mature Hemlock forest, to
serve as a proxy for the type of forest into which the young Black Birch stands
might develop in ≈50–100 years (Fig. 2). Black Birch has the potential to dominate
secondary forests in this area for many decades (e.g., Bellemare et al. 2002).
Figure 2. Mean
basal area (m2
ha-1 ± SE) and
stem density
(x = # trees ha-1)
of Black Birch,
Eastern Hemlock
and other
trees species in
the young Black
Birch, mature
Eastern Hemlock,
and mature
deciduous
forest types.
Southeastern Naturalist
67
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
Microclimate characterization
In order to investigate microclimatic differences among Black Birch and Hemlock
plots, we measured understory environmental conditions for a 30-day period
from 16 July through 15 August 2010. This time period was selected to provide
a snapshot of understory conditions in mid-summer when influences of Hemlock
in the canopy might be most important for moderating understory conditions. We
installed HOBO Micro Station data loggers (Onset Computer Corporation, Bourne,
MA) in 2 pairs of adjacent Hemlock and Black Birch plots (n = 4 data loggers
total). Each data logger had an air temperature and relative humidity smart-sensor
probe (model #S-THB-M00x) and a 12-bit temperature smart-sensor probe (model
#S-TMB-M0XX) inserted below the soil organic horizon in the first 1–2 cm of the
mineral soil, and a photosynthetically active radiation (PAR) smart-sensor probe
(model #S-LIA-M003). The PAR smart sensors were situated on a horizontal brace
≈75 cm above the forest floor, and the air temperature and relative humidity probe
was situated ≈50 cm above the forest floor inside a solar radiation shield (model
#RS3). The data loggers collected light and microclimate observations at 1-minute
intervals; by using a short sampling interval, we sought to capture data on the understory
light environment, which often exhibits rapid fluctuations due to sunflecks
(Neufeld and Young 2003).
Based on the microclimate and light data collected, daily mean values and standard
deviations were calculated for each data logger for daytime (6:00 to 18:00
EST) air temperature, relative humidity, soil temperature, and PAR levels (μmol
m-2 s-1 in the 400–700 nm wavelength range). We calculated the percent (%) difference
in these mean values for each 12-hour daytime sampling period for each
pair of adjacent plots as the mean Black Birch plot value minus the mean Hemlock
plot value, divided by the Black Birch mean, multiplied by 100 (positive scores
represent higher mean values in the young Black Birch plot). To provide a measure
of microclimate variability in the two habitats, we also compared daily standard
deviation (SD) values for each metric for each pair of plots, and calculated the %
difference in SD between adjacent Black Birch and Hemlock plots. For PAR, air
temperature, and soil temperature, we calculated mean % differences and standard
deviations based on the differences observed in the 2 pairs of plots (i.e., n = 2 data
logger pairs); for relative humidity, a sensor in 1 station malfunctioned, so we present
data from a single pair of stations (i.e., n = 1 data logger pair).
To evaluate the significance of microclimatic differences between the two forest
types, we conducted one-sample t-tests to test the null hypothesis that the mean of
the 30 daily mean % difference values for each microclimate factor was zero (i.e.,
environmental conditions did not systematically vary by forest type). Similarly, we
used one-sample t-tests to test the null hypothesis that the variability in microclimate,
estimated by % differences in standard deviation, did not differ systematically
between the two habitat types. We conducted our analyses using the mosaic package
in R (version 2.15.2).
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
68
Vol. 13, Special Issue 6
Litterfall characterization
To characterize and compare leaf-litter inputs to the forest floor of the mature
Hemlock and young Black Birch plots, we collected leaf litterfall from July 2012
through June 2013 in 4 of the plots (n = 2 Hemlock, n = 2 Black Birch; Appendix
A). We collected litter in rectangular laundry baskets (0.55 × 0.39 m) lined with
nylon tulle mesh and held in place with landscape staples. Starting on 5 July 2012,
we randomly placed 5 collection baskets in each of the 4 plots (n = 20 collectors
at start); collection continued until 25 June 2013. We lost samples from December
2012 due to heavy accumulations of snow and ice that tore the mesh in many of
the baskets. In addition, animals overturned 2 baskets in the Hemlock plots in Fall
2012; therefore, we excluded them from the analysis, resulting in a total of 8 Hemlock
baskets and 10 young Black Birch baskets for analysis. In total, the collections
represent 11 of 12 months for 2012–2013.
We retrieved leaf litter from the baskets several times during the year, dried it at
70 °C for >48 h in a laboratory oven prior to sorting it by genus and type of litter
(e.g., leaf, twig, seed), and weighed it to the nearest 0.01 g. We summed raw leaflitter
data (i.e., dry mass per species per basket) over the study period, converted it
to g m-2, and analyzed it with two-sample t-tests contrasting the two forest types;
we also calculated % composition by tree species.
Organic horizon characterization and N cycling
In June 2013, we estimated organic horizon depth for each plot by extracting
10 randomly placed soil cores per plot and measuring the combined depth of the
Oe and Oa portions of the O horizon. Additionally, on 20 June and 15 July 2013,
we randomly collected ten ≈5 g samples from the Oe and Oa in a subset of 3 young
Black Birch and 6 adjacent Hemlock plots (n = 90 samples total) and estimated %
moisture content by measuring field-moist and oven-dry mass after >48 h at 75 °C.
We analyzed data on organic-layer depth and moisture content with nested ANOVA
in R, testing for significant forest-type ef fects.
We investigated net nitrogen mineralization (hereafter net Nmin) and nitrification
rates in one pair of adjacent mature Hemlock and young Black Birch plots and in
the nearby mature deciduous forest plot using an incubated-core method modified
from Orwig et al. (2008) and Robertson et al. (1999). We subdivided each plot into
seven 2 m × 2 m subplots; during each sampling period, we obtained two 5-cmdiameter
× 20–30-cm-long soil cores from each subplot using a soil core sampler
with a sliding hammer (AMS, Inc., American Falls, ID). We immediately brought
back one soil core (initial core) to the laboratory in an ice-chilled cooler to be analyzed
for baseline N levels, and we placed a second core (incubated core), obtained
adjacent to the first core (within 0.5 m), back into the ground in a PVC sleeve. The
incubated core was capped at the base to prevent net Nmin products from leaching
out with downward flow of soil water, and the PVC sleeve was loosely capped at
the top to maintain airflow but prevent rainfall from entering the core (Robertson et
al. 1999). We separated the organic (O + A) and mineral horizons (B) of each of the
7 soil cores, sieved the material to 2 mm, and then composited and homogenized
Southeastern Naturalist
69
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
the samples to generate 1 organic-soil sample and 1 mineral-soil sample per plot
per sampling period. We performed this process for the initial soil cores and then
followed the same protocol 3 or more weeks later for the incubated soil cores in
order to estimate daily rates of net Nmin over the incubation period. We performed
soil incubations during May 2011–July 2013 with occasional breaks, e.g., during
inactive periods in winter (Appendix B).
We determined the amount of exchangeable NO3
- and NH4
+ in organic and mineral
soil horizons after preparing soil extracts using 0.02M strontium chloride (SrCl2),
which has been shown by Li et al. (2006) to be as effective as the more commonly
used 1M KCl and 0.01M CaCl2 extractant solutions for both acidic and calcareous
soils. The less concentrated 0.02M SrCl2 solutions enabled analysis of NO3
- and NH4
+
by ion chromatography (Dionex ICS Model 3000, Dionex Corporation, Sunnyvale,
CA). Using the ion chromatograph, we measured NO3
- with an AS19 column with
an isocratic hydroxide eluent, and by using both conductivity and ultraviolet (UV)
detection, which eliminates peak interference between NO3
- and Cl-. The limit of
quantification for NO3
- was 0.09 mg L-1 for conductivity detection and 0.12 mg L-1
for UV detection, and the mean standard deviation was ± 0.096 mg L-1. We measured
concentrations of NH4
+ using a CS12 cation column with an isocratic methane sulfonic
acid eluent and a conductivity detector. The limit of quantification for NH4
+
was 0.03 mg L-1, and the mean standard deviation was ± 0.103 mg L-1. We prepared 3
SrCl2 replicates for each composite sample by mixing ≈10 g of field-moist soil with
100 mL of SrCl2, and concentrations of NO3
- and NH4
+ were corrected for mass of
the soil sample, soil water, and bulk density of the <2 mm fraction using an equation
described by Robertson et al. (1999); we reported concentrations as kilograms of nitrogen
per hectare (Appendix C). We averaged results from all 3 replicates for each
composite sample. We determined net Nmin and net nitrification rates using the corrected
concentrations of NO3
- and NH4
+ in equations from Robertson et al. (1999), in
which the time was measured in days (Appendix C).
We focused our analysis on nitrogen cycling rates in the organic horizon because
we hypothesized that tree-species effects on nitrogen cycling due to differences in
leaf-litter chemistry would be most evident in these horizons (Binkley and Fisher
2013) and our initial analyses indicated that the vast majority of N cycling in the
mor-type humus soils of our study system took place in the O and thin A horizons,
as opposed to deeper in the mineral soil.
We measured soil moisture of composite samples to standardize N concentrations
by dry soil mass, following Jarrell et al. (1999), for the 3 plots where nitrogen
cycling was monitored. We dried a subsample of the sieved, composite soil sample
in an oven at 105 °C for at least 48 h. In 2013, we determined the bulk density of
the <2-mm fraction organic soil horizons using a pin-block method (Table 1; Bailey
et al. 2005), which minimized compaction of soils during collection.
Forest-floor mesofauna
We surveyed densities of forest-floor mesofauna in 3 mature Hemlock
plots and 3 adjacent young Black Birch plots (Appendix A). We extracted
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
70
Vol. 13, Special Issue 6
microarthropods, including Acari (mites), Collembola (collembolans), and
Pseudoscorpionida (pseudoscorpions), from 60 organic-horizon samples collected
from the 6 plots over a two-day period in July 2012 (10 samples per plot).
Each sample included ≈25 g of field-moist organic horizon material composed
of well-rotted leaf litter and homogenous rotted organic material from the Oa
and Oe components of the soil organic horizon. We placed these samples into
sixty 12-cm-diameter Berlese-type funnel extractors (Small Berlese Funnel Trap
#2845, Bioquip Products, Inc., Rancho Dominguez, CA) with a 1 mm × 2 mm
wire-mesh insert to prevent fine-textured organic material from falling into the
collection vials at the base of the funnel. The organic horizon material was left to
air-dry in the lab for 7 days, during which time microarthropods retreated downward
into collection vials containing 70% isopropyl alcohol. We examined the
collected microarthopods under an Olympus SZX61 zoom stereomicroscope and
assigned them to broad taxonomic categories based on morphology, e.g., mites,
collembolans, and pseudoscorpions. We then oven-dried the organic-material
samples from the Berlese traps at 70 °C for >48 h to determine dry mass. We
analyzed mesofauna density data (# individuals per gram dry mass of organic material)
with nested ANOVA testing for plot and forest-type effects.
Results
Microclimate characterization
Over the 30-day observation period in July–August 2010, light levels in the forest
understory were significantly higher under young Black Birch canopies (mean
= 36.7 μmol m-2 s-1 ± 3.0 SE) than under nearby mature Hemlock canopies (mean =
8.51 μmol m-2 s-1 ± 0.4 SE; mean difference = 68%, t30 = 65.7, P < 0.0001; Fig. 3).
Variability in PAR light levels, as estimated by SD, was also significantly higher in
young Black Birch plots (mean = 66% greater, t30 = 24.6, P < 0.0001; Fig. 3), likely
indicating a higher incidence of sun flecks in the Black Birch u nderstory.
Air temperature did not differ substantially between the two habitat types. Over
the course of the 30-day sampling period, the mean daytime air temperature in all
4 plots was 22.8 °C (± 0.3 SE). Although air temperatures tended to be marginally
higher in the young Black Birch plots (mean = 0.4% difference), this slight
difference fell below the accuracy range of the air temperature probes. However,
variability in air temperature, as estimated by SD per day, was significantly higher
(mean = 4% greater) in young Black Birch plots (t30 = 11.7, P < 0.0001; Fig. 3).
Table 1. Mean (and standard deviation) bulk density of the organic soil horizons in the young Black
Birch, mature Hemlock, and mature deciduous forest plots used for soil chemistry analyses at the MacLeish
Field Station, Whately, MA. Bulk density of organic horizons was determined with a pin-block
method (Bailey et al. 2005), using only the <2 mm fraction for the final calculation of bulk density.
Forest type Horizon Bulk density (g soil cm-3)
Black Birch Organic 0.11 ± 0.02
Eastern Hemlock Organic 0.17 ± 0.02
Mature deciduous Organic 0.39 ± 0.03
Southeastern Naturalist
71
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
Figure 3. Mean percent difference in the mean (left column) and standard deviation (right
column) of light intensity (photosynthetically active radiation; a and b), air temperature (c
and d), and soil temperature (e and f) in two pairs of adjacent young Black Birch and mature
Eastern Hemlock plots over 30 days from 16 July through 15 August 2010.
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
72
Vol. 13, Special Issue 6
Relative humidity did not differ substantially between the one young Black Birch
and mature Hemlock plot pair where it was measured, dif fering at most by ≈3%.
Daytime soil temperature in the plots, as measured in the mineral soil at the
base of organic horizon, averaged 18.7 °C ± 0.2 SE across the 4 plots and tended to
be slightly, but significantly, higher under young Black Birch canopies than under
mature Hemlock canopies (mean = 2% greater; t30 = 18.5, P < 0.0001; Fig. 3). The
variability in soil temperature, as estimated by SD, was substantially and significantly
higher in the young Black Birch plots (mean 36% greater, median = 33.2%)
with a strong positive skew toward disproportionately higher values in young Black
Birch plots. After natural log transformation, these data yielded a highly significant
difference in soil temperature variability between the two forest types (t30 = 68.9,
P < 0.0001).
Soil-moisture levels in O horizon material did not vary significantly between
young Black Birch and mature Hemlock plots on either of the two collection dates
in June–July 2013 (nested ANOVA: forest-type effect P > 0.1 in both cases; plot
effects were also non-significant). For example, in samples from 15 July, moisture
content averaged 53.8% (± 1.4 SE) in young Black Birch plots and 54.3% (± 1.0
SE) in mature Hemlock plots.
Litterfall characterization
Over the July 2012 through June 2013 collection period (minus December
2012), non-woody leaf-litter inputs averaged 275.4 g m-2 (± 8.1 SE) across the 4
plots sampled. Total non-woody litter inputs were significantly greater in the Hemlock
plots (mean = 300.8 g m-2 ± 10.7 SE) than in the young Black Birch plots (mean
= 255.2 g m-2 ± 7.1 SE; t-test on natural-log transformed data: t17.5 = 4.4, P = 0.0004;
Fig. 4). On average, Hemlock needles contributed 26.6% or 79.6 g m-2 (± 5.8 SE) of
leaf litter in the Hemlock-dominated plots, which was significantly more than the
12.2% or 30.8 g m-2 (± 10.1 SE) of non-woody litter that Hemlock needles contributed
in the young Black Birch plots (t-test on natural-log transformed mass data:
t15.9 = 8.3, P < 0.0001; Fig. 4). Needles falling in the young Black Birch plots were
due to drift into the plots from Hemlock trees in the adjacent mature forest. Black
Birch leaf litter was collected in both forest types as well due, in part, to the presence
of mature Black Birch trees in the canopy of the Hemlock plots. On average,
Black Birch litter contributed 54.5% of total non-woody leaf litter or 138.9 g m-2
(± 6.6 SE) in the young Black Birch plots and 37.6% or 114.1 g m-2 (± 14.1 SE) in
the Hemlock plots (mass data t-test: t13.1 = 0.9, P = 0.37; Fig. 4).
Organic horizon characterization and N cycling
In our June 2013 survey of forest-floor structure, we determined that the depth of
the O horizon was significantly greater in Hemlock plots (mean = 4.1 cm ± 0.1 SE)
compared to young Black Birch-dominated plots (mean = 2.5 cm ± 0.1 SE; nested
ANOVA: forest-type effect F1 = 76.0, P < 0.0001). We also detected evidence of additional
variation in O horizon depth among plots that was not explained by canopy
type (nested ANOVA: plot effect F9 = 4.4, P < 0.0001). Although not included in the
nested ANOVA, we also surveyed O horizon depth in the mature deciduous forest
Southeastern Naturalist
73
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
plot dominated by mature Black Birch; in this plot, the O horizon was poorly developed,
averaging 0.3 cm in depth (± 0.1 SE), and was absent at 4 of the 10 sample
points, where leaf litter transitioned almost directly to the A horizon.
Overall, net Nmin rates in the combined O and A soil horizons were consistently
higher during spring and summer months than in fall and winter (Fig. 5). During
the timeframe of our study (May 2011–July 2013), net Nmin rates in soils from the
young Black Birch plot were consistently low (<0.25 kg N ha-1 day-1) across all 3
growing seasons (Fig. 5). Soils from the Hemlock plot showed similar net Nmin rates
to those of the young Black Birch soils in 2011, but then increased substantially (up
to 0.65 kg N ha-1 day-1) during Summer 2012 when the health of one canopy and 2
sapling Hemlocks declined in the plot. A similar pattern of higher net Nmin rates in
the soils of the Hemlock plot than in the adjacent young Black Birch plot soils was
apparent during the 2013 growing season as well (Fig. 5).
Net Nmin rates of both the Black Birch and Hemlock soils were dominated by
NH4
+ production; in contrast, net nitrification ranged from -7 to 17 % of net Nmin in
the Black Birch plots and -6 to 11% of net Nmin in the Hemlock plots throughout
the study period. Soils from the mature deciduous plot showed the greatest net Nmin
Figure 4. Comparison
of mean
(with SE) Black
Birch, Eastern
Hemlock,
and total nonwoody
l i t t e r
mass (g) collected
in young
Black Birch forest
plots (n = 10
collectors) and
mature Eastern
Hemlock forest
plots (n = 8 collectors).
Percent
by weight of
each litter type is
also displayed.
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
74
Vol. 13, Special Issue 6
Figure 5. Comparison of net Nmin
rates (kg N ha-1 day-1; (a), net nitrification
rates (kg NO3
- ha-1 day-1;
(b), and % nitrified (c) from May
2011 through July 2013 in the
Black Birch plot (black circle) and
the Hemlock plot (white square),
and from May 2012 through July
2013 in the mature deciduous plot
(black triangle) in organic soil horizons.
The rate is graphed at the
midpoint of the incubation period.
Dashed lines represent periods during
which no soil incubations were
performed. Standard deviation bars
are depicted; in some cases SD bars
are obscured by the data.
Southeastern Naturalist
75
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
rates of the 3 plots, up to 1.36 kg N ha-1 day-1, with 4 to 68% of net Nmin due to
nitrification during the summer (Fig. 5).
Forest-floor mesofauna
Invertebrate mesofauna were present in relatively high numbers in the 60
forest-floor organic-material samples from 3 young Black Birch plots and 3 mature
Hemlock plots: the overall mean density was 5.2 mesofauna individuals per
gram dry mass (± 0.5 SE). The mesofauna community was comprised largely of
microarthropods; we observed mites and collembolans in every sample and they
accounted for the bulk of individuals, 49% and 45%, respectively, of 3580 total
mesofauna specimens collected. Pseudoscorpions were another distinctive microarthropod
group observed in some samples; however, they comprised only ≈2% of
the total mesofauna individuals and were detected in fewer samples overall (57%
of samples).
The abundance distributions for both mites and collembolans were positively
skewed; to better meet assumptions of normality, we transformed the mite-sample
abundance data by first adding 1 to all per-gram values (to avoid fractional
values <1) and then taking the natural log of this sum. We transformed the data
for collembolans by converting their abundance to counts per 10 grams dry organic
material, and then taking the natural log of this value. Following these
Figure 6. Mean abundance
(and SE) of three
major microarthropod
taxa—mites (Acari), collembolans
(Collembola),
and pseudoscorpions (Pseudoscorpionida)—
per gram
dry mass in forest-floor organic-
matter samples from
young Black Birch (slantedlined
infill, n = 30 samples)
and mature Eastern Hemlock
plots (horizontal-lined
infill, n = 30 samples).
All three microarthropod
groups showed either significantly
(P < 0.001) higher
abundances (mites, collembolans)
or greater frequency
(pseudoscorpions) in samples
from mature Eastern
Hemlock plots based on
nested ANOVA forest-type
effect or chi-square test,
respectively.
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
76
Vol. 13, Special Issue 6
transformations, both variables met basic assumptions of normality (e.g., Shapiro-
Wilk goodness-of-fit test), and we analyzed these data using ANOVA with
plot effect nested within forest type.
Mites were significantly more abundant in forest-floor organic material from
the mature Hemlock plots (3.0 g ± 0.3 SE) as compared to young Black Birch
plots (2.0 g ± 0.3 SE) (ANOVA: forest-type effect F1 = 12.6, P = 0.0008; Fig. 6).
We also detected a significant plot effect (F4 = 5.9, P = 0.0005), indicating variation
in mite density among plots that was not explained by the dichotomous
forest-type factor. The density of collembolans followed a similar pattern to
that of mites, with their numbers significantly greater in organic material collected
from mature Hemlock plots (mean = 3.5 individuals per gram ± 0.6 SE)
compared to young Black Birch plots (mean = 1.2 individuals per gram ± 0.2 SE;
nested ANOVA: forest-type effect F1 = 28.9, P < 0.0001; Fig. 6). The plot effect
within the overall ANOVA model was also significant for collembolans (F4 = 3.3,
P = 0.0163). Although they occurred in much lower numbers than mites and collembolans,
pseudoscorpions also showed a significant positive association with
forest-floor organic material from the Hemlock plots (present in 80% of samples)
compared to young Black Birch plots (33% of samples; chi-square statistic based
on presence/absence: χ2
1 = 11.5, P = 0.0007; Fig. 6).
Discussion
In this study, selective logging of a Hemlock-dominated forest in the late 1980s
yielded an accidental experiment in which the biogeochemical and ecological effects
of Hemlock on the forest ecosystem can be evaluated a quarter century after its
removal. The results provide new insight into the longer-term effects that the loss
of this foundation tree species might have on ecosystem processes and ecological
communities in the northeastern US. Our findings build on those of shorter-term,
planned experimental manipulations in the eastern US (e.g., Ellison et al. 2010,
Knoepp et al. 2011, Orwig et al. 2013), but also underscore the possibility that some
ecosystem characteristics might be slower to change than predicted, suggesting a
process of environmental change that may take many decades to unfold.
Most importantly, our results suggest a complex and temporally varied pattern
of ecological and ecosystem change associated with Hemlock removal, hinging primarily
on shifts in forest community structure, forest-floor depth, and indications
of lower forest-floor microarthropod mesofauna abundances. We did not, however,
see clear evidence of major changes in a key ecosystem process, N cycling, when
we compared mature Hemlock-dominated forest to adjacent young Black Birchdominated
forest. Broadly, these findings suggest substantial shifts in ecological
community structure with Hemlock removal, but less evidence of major alteration
in ecosystem processes, even after more than two decades of Black Birch regeneration.
Even so, our mature deciduous plot, which has been dominated by Black
Birch for close to a century, showed substantially higher N-cycling rates and a soil
structure characterized by significantly thinner O horizons, a pattern more consistent
with expectations drawn from species characteristics (e.g., lower C:N of Black
Southeastern Naturalist
77
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
Birch leaf litter; Cobb 2010). This finding indicates that, over multiple decades,
ecosystem processes might gradually shift to conditions more characteristic of
dominance by deciduous tree species; however, the approach to this new state may
be slow and non-linear, accelerating only as persistent effects of Hemlock on soil
conditions fade and inputs from mature Black Birch increase.
We note several important caveats to the results of our study. First, it is possible
that the spatial scale of the accidental experiment we investigated might have influenced
the nature and magnitude of effects detected. In particular, our plots were of
modest size (10 × 15 m) and situated close together in order to minimize underlying
environmental differences in soils, slope, and aspect. However, this proximity
resulted in Hemlock needles contributing to the litterfall of the young Black Birch
plots (≈12% of leaf litter, vs. ≈27% in Hemlock plots) due to drift from mature
Hemlock trees in the surrounding mature forest (Fig. 4). Although other important
aspects of forest community structure and environment were clearly differentiated
between the two forest types (e.g., O horizon depth, mesofaunal community),
these needle inputs to the Black Birch plots might have subtly altered forest-floor
conditions and reduced the magnitude of change detected between the Hemlock
and young Black Birch plots. A second caveat is the time scale considered for our
microclimate measurements: 30 days in Summer 2010. This is a short interval over
which to contrast the two habitats considered; however, our goal was to provide a
snapshot of differences in the understory environment during the warmest portion
of the growing season. The modest differences we detected would certainly be amplified
if we had considered the time period before deciduous tree leaf-out in spring,
or after leaf-fall in autumn. Finally, due to the unplanned nature of our study site’s
accidental experiment and the limited number of young Black Birch gaps created
by the original logging event in the late 1980s, replication was low for some components
of the project (Appendix A). In particular, because soil N-cycling analyses
might be highly sensitive to disturbance and forest-floor trampling, we conducted
this element of the research in a single set of young Black Birch, mature Hemlock,
and mature deciduous forest plots, while the other, more disruptive, research activities
associated with the project were concentrated in the remaining plots. The
N-cycle analyses were based on multiple pooled samples per time period, and
extended across 2–3 growing seasons (Appendix B), but they were not replicated
across multiple plots per forest type. While we believe the trends detected are informative,
and consistent with other research, they should be interpreted with caution.
Microclimate and understory environment
Prior studies have suggested changes in microclimate following Hemlock
decline, including shifts toward increased air and soil temperatures, decreased
humidity and soil moisture, and increased light in the forest understory (Ellison et
al. 2005, Kizlinski et al. 2002, Knoepp et al. 2011, Lustenhouwer et al. 2012, Orwig
et al. 2008). Our findings confirm some of these expectations while diverging from
others. For example, we observed significantly greater light intensity in the young
Black Birch plots (mean = 68% higher; Fig. 3), consistent with a thinner, more open
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
78
Vol. 13, Special Issue 6
deciduous canopy, but our data provide little evidence of meaningful changes in
air temperature or relative humidity, at least during the 30-day monitoring period
within the 2010 growing season. The latter result is likely a consequence of the
small size of the Black Birch-dominated patches we studied, limiting the potential
for air conditions to diverge given airflow through the forest.
More strikingly, we detected significantly greater variability in some microclimatic
factors in young Black Birch plots (Fig. 3). Changes in soil temperature and
variability, which were significantly greater in the Black Birch plots, are likely of
most relevance to forest-floor mesofauna and soil N-cycling. The higher temperatures
and greater temperature variability are likely reflections of the increased
light intensity on the forest floor of the young Black Birch stands relative to the
light intensity in the Hemlock plots, a factor that would contribute to increased
solar heating of the soil (Binkley and Fisher 2013). Although Orwig et al. (2008)
did not detect changes in soil temperature during their 3-year study of HWAaffected
stands in southern New England, they predicted that such changes would
occur in the future; our results support that prediction.
Total leaf-litter inputs differed significantly between the two forest types,
with the mature Hemlock forest plots receiving ≈18% more material, of which
slower-decomposing Hemlock needles with higher C:N (Cobb 2010) comprised a
significantly greater percentage (27% vs. 12%; Fig. 4). This shift in leaf-litter quantity
and quality likely drives the significantly greater depth of the soil O horizon
documented in the mature Hemlock plots.
Given the differences detected in microclimate, light, and O horizon depth, it
was surprising that we did not detect evidence of greater % moisture content in
O horizon soil samples from the mature Hemlock plots (nested ANOVA: foresttype
effect P > 0.1). It is possible that such effects, though widely predicted
in the literature, are fleeting and contingent on short-term weather conditions.
Alternatively, the greater basal area of trees in the mature Hemlock plots might
support higher levels of fine-root biomass, leading to depletion of moisture in
the forest floor via transpiration, despite less potential for evaporation in the
darker Hemlock stand understory.
Net nitrogen mineralization in soils following Eastern Hemlock decline
Prior research examining biogeochemical changes on short timescales directly
following HWA infestation or pre-emptive logging of Hemlock has yielded important
insights into the short-term ecosystem responses resulting from disturbance
and tree species turnover. For example, Orwig et al. (2008) reported increases in
net Nmin rates in Hemlock-dominated forest 3 years after HWA invasion, with net
nitrification rates in HWA-infested forests as high as 50% of net Nmin. Kizlinski et
al. (2002) also observed increased net nitrification rates in soils following HWA
infestation and pre-emptive logging in Massachusetts and Connecticut, with rates
in the harvested stands at least twice the rates documented in HWA-infested stands.
Most recently, however, a 5-year experimental manipulation by Orwig et al. (2013)
showed that the higher net Nmin rates and increased availability of both NH4
+ and
Southeastern Naturalist
79
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
NO3
- in Hemlock soils following HWA infestation or logging might be relatively
short-lived, disturbance-related responses that tend to return to pre-disturbance
levels in about 3 years.
In our study, the small spatial scale and close proximity of young Black Birch
forest plots to mature Hemlock forest minimized underlying differences in soil
type, soil moisture conditions, and atmospheric N deposition, making tree-species
composition and stand age the primary factors that could alter N cycling. However,
we observed no difference in net Nmin rates between the organic horizons
in the mature Hemlock plot and young Black Birch plot during the 2011 growing
season, and nearly 0% net nitrification in both habitats from Summer 2011
through 2013. In fact, soils in the young Black Birch maintained these low net
Nmin and nitrification rates throughout the 3 growing seasons. In contrast, the
mature deciduous plot showed substantially higher net Nmin rates with greater net
nitrification (ranging from 4 to 68% of net Nmin) than either the Hemlock or the
young Black Birch plots (Fig. 5). Therefore, it appears that tree-species effects
on N cycling in organic soil horizons might take considerable time to either dissipate
(post-Hemlock) or to shift toward conditions more typical of a deciduous
tree-dominated ecosystem. These patterns might reflect what could be expected
on the nutrient-poor, acidic upland soils where Hemlock populations often occur
in the northeastern US. Consequently, the large changes in ecosystem processes
projected under some Hemlock decline scenarios (e.g., increased N cycling and
leaching rates) might be restricted to a disturbance-related pulse of only the few
years following HWA infestation or logging, with a much more gradual, multidecadal
shift toward characteristics linked to deciduous forest development (Cobb
2010, Jenkins et al. 1999, Lovett et al. 2004, Orwig et al. 2013).
Our results might also have some bearing on the long-standing question of
tree-species effects on soil chemistry. Mueller et al. (2012) have highlighted
stand age as an important covariate of species effects, yet Binkley and Fisher
(2013) note that the length of time necessary for species effects on soil biogeochemistry
to develop is currently an open question. Our findings support those
of Orwig et al. (2013), whose work also failed to detect a persistent increase in
net N transformation rates in soils following replacement of Hemlock by young
Black Birch. They propose that alteration of net Nmin and nitrification rates might
take centuries to occur and might be influenced by Hemlock coarse woody-debris
and associated fungal communities (Orwig et al. 2013). Further suggesting a lag
time between changes in ecosystem structure and function, particularly nutrient
cycling, Hix and Barnes (1984) found that soil pH and nutrient concentrations did
not significantly differ between Hemlock plots and plots in which Hemlock had
been clear-cut 46 years before. At our study site, greater similarity in soil cation
exchange capacity and pH of the young Black Birch plots to the mature Hemlock
plots rather than the mature deciduous forest plot also suggests a substantial lag
time (Zukswert 2013).
As with other studies investigating impacts of HWA on N cycling (Jenkins et
al. 1999, Kizlinski et al. 2002, Orwig et al. 2013), our results show evidence of
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
80
Vol. 13, Special Issue 6
short-term alterations in N cycling linked to tree stress and mortality. Specifically,
in 2012, soils from the Hemlock plot showed a substantial increase in net Nmin
rate due to increased ammonification, which continued into 2013. During this
time, we also observed a sharp decline in the health of a subset of Hemlock trees
within the plot where soil N cycling was monitored. We also began to observe
Fiorinia externa Ferris (Elongate Hemlock Scale [EHS]) and HWA on these trees
and nearby trees in Fall–Winter 2012. Although HWA and EHS have now been
observed on other trees at the field station, we have not yet seen such rapid declines
in Hemlock health elsewhere at the site. The death of 3 Hemlock trees in
this plot accounted for higher needlefall from July through November 2012 (42.0
± 3.06 SE g) than in the other two Hemlock plots (11.6 ± 3.66 SE g), which, with
reduced N uptake by Hemlock trees, likely explains the observed increase in net
NH4
+ production after 2011. The similarity of our observations to those by Orwig
et al. (2013) for soils beneath Hemlock trees that were girdled or logged suggest
that this increase in net Nmin rate will likely be a short-term rather than permanent
change in soil chemistry. Continued monitoring will inform the longer-term outcome
at the MacLeish Field Station.
Forest-floor mesofauna
We predicted that mesofauna (e.g., mites, collembolans, pseudoscorpions)
would be more abundant in the young Black Birch-dominated plots because we
expected the forest-floor communities to show greater productivity due to the
lower C:N and higher nutrient content typical of Black Birch leaf litter (e.g., Cobb
2010), which forms the basis for mesofaunal food webs (Coleman et al. 2004).
Instead, we documented significantly greater densities of microarthropods in
forest-floor material from mature Hemlock plots for all three major taxa identified
(Fig. 6). These differences might be attributable to a few factors, including
the greater depth of the organic horizon in Hemlock plots providing more habitat
or a greater diversity of habitats to sustain larger mesofaunal populations. In addition,
forest-floor micro-environmental conditions might be more stable under
Hemlock (e.g., soil temperature, moisture), allowing mesofaunal populations to
grow to larger size. Although we did not detect differences in organic horizon
moisture content between the two forest types, we still suspect that the deeper organic
horizon of Hemlock stands might provide pockets of moist conditions that
could sustain microarthropod survival and activity during dry periods. In the case
of collembolans and oribatid mites, which were a distinctive and abundant subset
of the mites observed, there is evidence that fungal mycelia are a preferred food
source (Coleman et al. 2004), so there is some possibility that differences in the
distribution or density of fungal hyphae in the soil organic horizon might influence
abundance patterns for these microarthropods.
Conclusions and future directions
Overall, our findings suggest that ecological changes in forest structure and
community composition in the decades following Hemlock decline may be more
substantial and persistent than shifts in ecosystem processes, such as N cycling.
Southeastern Naturalist
81
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
Similar trends are becoming apparent in a planned experimental removal of
Hemlock in central Massachusetts (Orwig et al. 2013). More effort is needed to
document and understand the biodiversity linked to Hemlock forests, particularly
for diverse and inconspicuous groups that are not yet well documented (e.g., arthropods;
Rohr et al. 2009, Sackett et al. 2011).
Finally, we suspect that accidental experiments involving Hemlock removal,
like the one described here, are not uncommon in the forests of the northeastern
United States, where selective cuts and small-scale logging operations abound.
While these unplanned settings often have limitations that would not be present in
a planned experiment, they might be the only way to evaluate the long-term, multidecadal
consequences of Hemlock removal given the spread of HWA in the region.
We encourage others to seek out such sites and take advantage of them for research
projects while the sites are still available.
Acknowledgments
We thank current and former Smith College students A. McGillis, C. Dwyer, E. Maley,
J. Ludden, J. Warren, K. Dymek, M. Jackson, S. Blanchett, and S. Mansen for participating
in field and laboratory research, and two anonymous reviewers for providing valuable
comments on the draft manuscript. Smith College’s Center for Aqueous Biogeochemical
Research (CABR) is funded by the NSF-MRI Grant CHE-0722678. We thank M. Anderson
in the CABR for assistance with instrumental analysis and protocols. Funding for this
project was provided by the B. Elizabeth Horner Fund, the Tomlinson Memorial Fund, the
Schultz Fund, the Mellon Foundation, and the Smith College Center for the Environment,
Ecological Design, and Sustainability (CEEDS). Writing of this manuscript was supported
by NSF ADVANCE Grants NSF-0620101 and NSF-0620087. The MacLeish Field Station
is owned by Smith College and managed by CEEDS.
Literature Cited
Bailey, S.W., S.B. Horsley, and R.P. Long. 2005. Thirty years of change in forest soils of the
Allegheny Plateau, Pennsylvania. Soil Science Society of America Journal 69:681–690.
Bellemare, J., G. Motzkin, and D.R. Foster. 2002. Legacies of the agricultural past in the
forested present: An assessment of historical land-use effects on rich mesic forests.
Journal of Biogeography 29:1401–1420.
Binkley, D., and R.F. Fisher. 2013. Ecology and Management of Forest Soils (4th Edition).
John Wiley and Sons, Ltd., West Sussex, UK. 347 pp.
Cleavitt, N.L., A.K. Eschtruth, J.J. Battles, and T.J. Fahey. 2008. Bryophyte response to
Eastern Hemlock decline caused by Hemlock Woolly Adelgid infestation. Journal of the
Torrey Botanical Club 135:12–25.
Cobb, R.C. 2010. Species shift drives decomposition rates following invasion by Hemlock
Woolly Adelgid. Oikos 119:1291–1298.
Coleman, D.C., D.A., Crossley, Jr., and P.F. Hendrix. 2004. Fundamentals of Soil Ecology
(2nd Edition). Elsevier Academic Press, Amsterdam, The Netherlands. 386 pp.
Crafts, J.M., and J.H. Temple. 1899. History of the Town of Whately, MA, including a narrative
of leading events from the first planting of Hatfield: 1661–1899. Available online
at http://books.google.com/books/about/History_of_the_Town_of_Whately_Mass.
html?id=vKOG8AFmcgoC. Accessed June 2013. 638 pp.
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
82
Vol. 13, Special Issue 6
Davies, K. 1988. Invitation to submit payment and cutting proposals and timber volume
tally sheet for Smith College, Poplar Hill Road, Whately, MA. Unpublished document.
Karl Davies Forest Resource Management, Northampton, MA.
Ellison, A.M., M.S. Bank, B.D. Clinton, E.A. Colburn, K. Elliott, C.R. Ford, D.R. Foster,
B.D. Kloeppel, J.D. Knoepp, G.M. Lovett, J. Mohan, N.L. Rodenhouse, W.V. Sobczak,
K. Stinson, J. K. Stone, C.M. Swan, J. Thompson, B. Von Holle, and J.R. Webster. 2005.
Loss of foundation species: Consequences for the structure and dynamics of forested
ecosystems. Frontiers in Ecology and the Environment 3(9):479–486.
Ellison, A.M., A.A. Barker-Plotkin, D.R. Foster, and D.A. Orwig. 2010. Experimentally
testing the role of foundation species in forests: The Harvard Forest hemlock-removal
experiment. Methods in Ecology and Evolution 1(2):168–179.
Eschtruth, A.K., R.A. Evans, and J.J. Battles. 2013. Patterns and predictors of survival in
Tsuga canadensis populations infested by the exotic pest Adelges tsugae: 20 years of
monitoring. Forest Ecology and Management 305:195–203.
Finzi, A.C., N. Van Breemen, and C. D. Canham. 1998a. Canopy-tree–soil interactions
within temperate forests: Species effects on soil carbon and nitrogen. Ecological Applications
8(2):440–446.
Finzi, A.C., C.D. Canham, and N. Van Breemen. 1998b. Canopy-tree–soil interactions
within temperate forests: Species effects on pH and cations. Ecological Applications
8(2):447–454.
Foster, D.R., and D.A. Orwig. 2006. Preemptive and salvage harvesting of New England
forests: When doing nothing is a viable alternative. Conservation Biology 20(4):959–
970.
Foster, D.R., G. Motzkin, and B. Slater. 1998. Land-use history as long-term broad-scale
disturbance: Regional forest dynamics in central New England. Ecosystems 1(1):
96–119.
Hix, D.M., and B.V. Barnes. 1984. Effects of clear-cutting on the vegetation and soil of an
Eastern Hemlock-dominated ecosystem, western Upper Michigan. Canadian Journal of
Forest Research 14(6):914–923
Jarrell, W.M., D.E. Armstrong, D.F. Grigal, E.F. Kelly, H.C. Monger, and D.A. Wedin.
1999. Soil water and temperature status. Pp. 55–73, In G.P. Robertson, D.C. Coleman,
C.S. Bledsoe, and P. Sollins (Eds.). Standard Soil Methods for Long-Term Ecological
Research. Oxford University Press, New York, NY. 462 pp.
Jenkins, J., J. Aber, and C. Canham. 1999. Hemlock Woolly Adelgid impacts on community
structure and N-cycling rates in Eastern Hemlock forests. Canadian Journal of Forest
Research (Revue Canadienne de Recherche Forestière) 29:630–645.
Kizlinski, M., D. Orwig, R. Cobb, and D. Foster. 2002. Direct and indirect ecosystem
consequences of an invasive pest on forests dominated by Eastern Hemlock. Journal of
Biogeography 29:1489–1503.
Knoepp, J.D., J.M. Vose, B.D. Clinton, and M.D. Hunter. 2011. Hemlock infestation and
mortality: Impacts on nutrient pools and cycling in Appalachian forests. Soil Science
Society of America Journal 75(5):1935–1945.
Li, L., J. Zhang, W. Xing, W. Chen, X. Wu, and K. Zhu. 2006. Development and validation
of a new soil universal extractant: 0.02 molar strontium chloride. Communications in
Soil Science and Plant Analysis 37:1627–1638.
Lovett, G.M., K.C. Weathers, M.A. Arthur, and J.C. Schultz. 2004. Nitrogen cycling in a
northern hardwood forest: Do species matter? Biogeochemistry 67(3):289–308.
Southeastern Naturalist
83
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
Lustenhouwer, M.N., L. Nicoll, and A.M. Ellison. 2012. Microclimatic effects of the loss of
a foundation species from New England forests. Ecosphere 3(3):1–16.
Mathewson, B. 2009. The relative abundance of Eastern Red-backed Salamanders in Eastern
Hemlock-dominated and mixed deciduous forests at Harvard Forest. Northeastern
Naturalist 16(1):1–12.
McClure, M.S. 1991. Density-dependent feedback and population cycles in Adelges tsugae
(Homoptera: Adelgidae) on Tsuga canadensis. Environmental Entomology 20(1):258–
364.
Mott, J.R., and D.C. Fuller. 1967. Soil Survey of Franklin County, Massachusetts. United
States Department of Agriculture Soil Conservation Service, Washington, DC. 204 pp.
Mueller, K.E., S.E. Hobbie, J. Oleksyn, P.B. Reich, and D.M. Eissenstat. 2012. Do evergreen
and deciduous trees have different effects on net N mineralization in soil? Ecology
93(6):1463–1472.
Neufeld, H.S., and D.R. Young. 2003. Ecophysiology of the herbaceous layer in temperate
deciduous forests. Pp. 15–37, In F.S. Gilliam and M.R. Roberts (Eds.). The Herbaceous
Layer in Forests of Eastern North America. Oxford University Press, Oxford, UK. 408
pp.
Orwig, D.A., and D.R. Foster. 1998. Forest response to the introduced Hemlock Woolly
Adelgid in southern New England, USA. Journal of the Torrey Botanical Society
125(1):60–73.
Orwig, D.A., R. C. Cobb, A.W. D'Amato, M.L. Kizlinski, and D.R. Foster. 2008. Multi-year
ecosystem response to Hemlock Woolly Adelgid infestation in southern New England
forests. Canadian Journal of Forest Research (Revue Canadienne de Recherche Forestière)
38(4):834–843.
Orwig, D.A., A.A. Barker Plotkin, E.A. Davidson, H. Luz, K.E. Savage, and A.M. Ellison.
2013. Foundation-species loss affects vegetation structure more than ecosystem function
in a northeastern USA forest. Peer J 1:e41; DOI 10.7717/peerj.41.
Robertson, G.P., D. Wedin, P.M. Groffman, J.M. Balir, E.A. Holland, K.J. Nadelhoffer, and
D. Harris. 1999. Soil carbon and nitrogen availability: Nitrogen mineralization, nitrification,
and soil-respiration potentials. Pp. 258–288, In G.P. Robertson, D.C. Coleman,
C.S. Bledsoe, and P. Sollins (Eds.). Standard Soil Methods for Long-Term Ecological
Research. Oxford University Press, New York, NY. 462 pp.
Rohr, J.R., C.G. Mahan, and K.C. Kim. 2009. Response of arthropod biodiversity to foundation
species declines: The case of the Eastern Hemlock. Forest Ecology and Management
258:1503–1510.
Sackett, T.E., S. Record, S. Bewick, B. Baiser, N.J. Sanders, and A.M. Ellison. 2011. Response
of macroarthropod assemblages to the loss of Hemlock (Tsuga canadensis), a
foundation species. Ecosphere 2:1–16.
Tingley, M.W., D.A. Orwig, R. Field, and G. Motzkin. 2002. Avian response to removal of
a forest dominant: Consequences of Hemlock Woolly Adelgid infestations. Journal of
Biogeography 29:1505–1516.
US Geological Survey. 2013. Mineral resources on-line spatial data: Waits River
Formation. Available online at http://mrdata.usgs.gov/geology/state/sgmc-unit.
php?unit=MADwa%3B0. Accessed April 2013.
Westveld, M. 1956. Natural forest vegetation zones of New England. Journal of Forestry
54:332–338.
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
84
Vol. 13, Special Issue 6
Willard, M.E. 1956. Bedrock geology of the Williamsburg quadrangle, Massachusetts. US
Geological Survey, Geologic Quadrangle Map GQ-85, scale 1:31,680, Reston, VA.
Young, R.F., K.S. Shields, and G.P. Berlyn. 1995. Hemlock Woolly Adelgid (Homoptera,
Adelgidae): Stylet bundle insertion and feeding sites. Annals of the Entomological Society
of America 88(6):827–835.
Zen, E., R. Goldsmith, N.M. Ratcliffe, P. Robinson, R.S. Stanley, N.L. Hatch, A.F. Shride,
E.G.A. Weed, and D.R. Wones. 1983. Bedrock geologic map of Massachusetts. US Geological
Survey, scale 1:250,000, Reston, VA.
Zukswert, J.M. 2013. Effects of Eastern Hemlock removal on nutrient cycling and forest
ecosystem processes at the MacLeish Station, Whately, MA. B.A. Dissertation. Smith
College, Northampton, MA. 130 pp.
Southeastern Naturalist
85
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
Appendix A. Forest type and data collected in each of the 12 plots sampled in this study.
Microclimate variables measured include air temperature, soil temperature, light intensity
in terms of photosynthetically active radiation (PAR), and relative humidity.
Micro-
O horizon
Leaf- arthropod Soil
Micro- litter diversity/ N
Plot Forest type climate Depth Moisture composition abundance cycling
1 Eastern Hemlock 2013 2013 2012
2 Black Birch 2010 2013 2013 2012-2013 2012
3 Eastern Hemlock 2010 2013 2013 2012–2013 2012
4 Black Birch 2010 2013 2013 2012–2013 2012
5 Eastern Hemlock 2013 2013 2012–2013 2012
6 Eastern Hemlock 2013 2013 2012
7 Black Birch 2013 2013 2012
8 Eastern Hemlock 2010 2013 2013 2012
9 Eastern Hemlock 2013 2013 2012
10 Black Birch 2013 2012 (Jul–Nov) 2011–2013
11 Eastern Hemlock 2013 2012 (Jul–Nov) 2011–2013
12 Mature deciduous 2013 2011–2013
Southeastern Naturalist
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014
86
Vol. 13, Special Issue 6
Appendix B. Dates and duration of soil incubations to measure net N transformation rates from 2011 through 2013. Plots 10 (B = Black
Birch), 11 (H = Eastern Hemlock), and 12 (D = mature deciduous) were used for these analyses.
Days Net Nminerization rate
Plot(s) Start date End date incubated (kg N ha-1 day-1)
Black Birch and Eastern Hemlock 9 May 2011 20 June 2011 42 B = 0.045, H = 0.125
Black Birch and Eastern Hemlock 27 June 2011 19 July 2011 22 B = 0.195, H = 0.242
Black Birch and Eastern Hemlock 25 July 2011 19 October 2011 86 B = 0.047, H = 0.091
Black Birch and Eastern Hemlock 10 December 2011 28 March 2012 109 B = 0.007, H = 0.004
Black Birch 6 April 2012 9 May 2012 33 B = 0.026
Eastern Hemlock 7 April 2012 9 May 2012 32 H = 0.075
Black Birch and Eastern Hemlock 16 May 2012 13 June 2012 28 B = 0.243, H = 0.419
Mature Deciduous 21 May 2012 19 June 2012 29 D = 1.315
Black Birch and Eastern Hemlock 20 June 2012 16 July 2012 26 B = 0.175, H = 0.651
Mature Deciduous 26 June 2012 23 July 2012 27 D = 1.363
Black Birch and Eastern Hemlock 24 July 2012 8 September 2012 46 B = 0.174, H = 0.596
Mature Deciduous 30 July 2012 10 September 2012 42 D = 0.687
Black Birch and Eastern Hemlock 21 September 2012 19 October 2012 28 B = 0.100, H = 0.217
Mature Deciduous 27 September 2012 22 October 2012 25 D = 0.217
Black Birch and Eastern Hemlock 23 April 2013 28 May 2013 35 B = 0.081, H = 0.099
Mature Deciduous 30 April 2013 28 May 2013 28 D= 0.299
Mature Deciduous 3 June 2013 24 June 2013 21 D = 0.806
Black Birch and Eastern Hemlock 4 June 2013 24 June 2013 20 B = 0.148, H = 0.253
Black Birch, Eastern Hemlock, and Mature Deciduous 26 June 2013 17 July 2013 21 B = 0.210, H = 0.382, D = 0.606
Southeastern Naturalist
87
J.M. Zukswert, J. Bellemare, A.L. Rhodes, T. Sweezy, M. Gallogly, S. Acevedo, and R.S. Taylor
2014 Vol. 13, Special Issue 6
Appendix C. Equations obtained from Robertson et al. (1999) were used to calculate the
corrected soil N concentrations, net N mineralization rates, an d net nitrification rates.
Equation Variables and units
Corrected soil N = (C × V × W
-1) × (B × D × 10
-1)
● Corrected soil N (kg N ha -1)
● C = concentration of either NO3
- or NH4
+ (mg L-1)
● V = extract volume (SrCl2) + volume of H2O in soil sample (mL)
● W = dry weight of soil determined by gravimetric analysis (g)
● B = bulk density (g cm-3)
● D = depth of soil core (cm)
Nmineralized = [(NO3
-
final + NH4
+
final) – (NO3
-
initial + NH4
+
initial)] × t
-1
● Nmineralized = net Nmin rate (kg N ha-1 day-1)
● NO3
-
final and NH4
+
final = corrected concentrations of NO3
- and NH4
+ in incubated
cores (kg N ha-1)
● NO3
-
initial and NH4
+
initial = corrected concentrations of NO3
- and NH4
+ in the
initial cores (kg N ha-1)
● t = length of the incubation (days)
Nnitrified = (NO3
-
final – NO3
-
initial) × t
-1
● Nnitrified = net nitrification rate (kg N ha-1 day-1)
● NO3
-
final = corrected concentration of NO3
- in the incubated core (kg N ha-1)
● NO3
-
initial = concentration of NO3
- in the initial core (kg N ha-1)
● t = length of incubation (days)