Variables influencing cork thickness in Spanish cork oak forests: A modelling approach

In this study, we evaluate the influence of different variables on cork thickness in cork oak forests. For this purpose, first we fitted a multilevel linear mixed model for predicting average cork thickness, and then identified the explanatory covariates by studying their possible correlation with random effects. The model for predicting average cork thickness is described as a stochastic process, where a fixed, deterministic model, explains the mean value, while unexplained residual variability is described and modelled by including random parameters acting at plot, tree, plot × cork harvest and residual within-tree levels, considering the spatial covariance structure between trees within the same plot. Calibration is carried out by using the best linear unbiased predictor (BLUP) theory. Different alternatives were tested to determine the optimum subsample size which was found to be appropriate at four trees. Finally, the model was applied and its performance in the estimation of cork production was tested and compared with the cork weight model traditionally used in Spain.     

Differences of raw cork quality in productive cork oak woods in Sicily in relation to stand density

Differences of raw cork quality, in terms of thickness and porosity, were observed in productive cork oak (Quercus suber L.) stands in the Nebrodi and Iblei mountains of Sicily in relation to stand density. Five study areas were chosen across a range of different stand density satisfying specific sampling requirements among two managed cork oak woods.Analysis of variance using Fisher–Snedecor‘s F test (p < 0.05) were used to identify statistically significant differences of cork quality and sylvicultural, dendrometric and cork stripping parameters between study areas within each stand. Relationships between cork quality and sylvicultural and dendrometric parameters were also tested using Pearson's correlation coefficient (r). Results shown that sylvicultural practices are a key factor influencing cork quality: statistically significant differences in cork thickness and crown area were observed between areas at different stand density; positive correlations were found between cork thickness and crown area in lower density study areas favouring a significant vegetative activity; negative correlations were found between parameters of cork stripping (cork stripping coefficient, cork stripping surface, maximum height of cork stripping) and cork thickness. No correlations were found between cork porosity and dendrometric or sylvicultural parameters, demonstrating the probable genetic origin of cork porosity. Results shown that cork quality parameters and stand attributes may be used in sustainable management models of cork oak forests.     

Factors affecting post-fire crown regeneration in cork oak (Quercus suber L.) trees

Cork oak (Quercus suber) forests are acknowledged for their biodiversity and economic (mainly cork production) values. Wildfires are one of the main threats contributing to cork oak decline in the Mediterranean Basin, and one major question that managers face after fire in cork oak stands is whether the burned trees should be coppiced or not. This decision can be based on the degree of expected crown regeneration assessed immediately after fire. In this study we carried out a post-fire assessment of the degree of crown recovery in 858 trees being exploited for cork production in southern Portugal, 1.5 years after a wildfire. Using logistic regression, we modelled good or poor crown recovery probability as a function of tree and stand variables. The main variables influencing the likelihood of good or poor crown regeneration were bark thickness, charring height, aspect and tree diameter. We also developed management models, including simpler but easier to measure variables, which had a lower predictive power but can be used to help managers to identify, immediately after fire, trees that will likely show good crown regeneration, and trees that will likely die or show poor regeneration (and thus, potential candidates for trunk coppicing).     

Predicting mature cork biomass with t years of growth from one measurement taken at any other age

Cork is a natural product that is extracted from the outer bark of the cork oak tree. According to Portuguese legislation, the interval between two consecutive cork extractions on the same tree must be equal or greater than 9 years. Although the majority of the cork oak stands are debarked at the end of this period, this rotation may not be the optimum in many cases. The existing models for cork weight prediction can only be used for trees debarked at a 9 years or, in one model, at a 10-years rotation period, since the data used for its development was limited to these growth periods. The development of a method that allows for the prediction of the mature cork biomass with t years of growth, based in one measurement taken at any other age, was the main objective of this work. The method is based on the knowledge that the density of the cork tissue is constant between the inner and outer cork rings, being significantly different from density of the cork back. It can be implemented using two different equations that were developed during this work: a model to estimate cork biomass with 9 years of age and a model to estimate the cork back weight proportion at 9 years of age. For the first model, four different alternative models were developed, considering different levels of information collected during forest inventory. The model to estimate the cork back weight proportion leads to the biomass of cork tissue. Cork biomass at t years is obtained by decreasing or increasing the biomass of cork tissue according to the difference in cork thickness between t and 9 years of growth. The proposed method was evaluated by comparing the observed and estimated values of cork biomass from an independent data set with corks with 9, 10 and 11 years of age. The results showed similar precision for corks with 9, 10 or 11 years of age. As expected the precision of the predictions increases when the model to estimate cork biomass with 9 years of age uses more information. The presented method should be an important tool for cork oak stand management, for the prediction of the evolution of carbon stocks in cork oak stands, and will allow analyzing the impact in cork biomass production of decreasing or extending the interval between two consecutive cork extractions.     

Analysis of spatial patterns of oak decline in cork oak woodlands in Mediterranean conditions

? Cork oak mortality is a recurrent problem in southwestern Portugal. Despite the perception of increasingly visible damage in oak woodlands on drought-prone sites, the role of the various environmental factors in their decline is not clear.

? To describe the spatial patterns of cork oak (Quercus suber L.) mortality, a cork oak mortality index (MI) was determined for each landscape feature (agroforestry system, soil type, slope and aspect) using a GIS approach. To achieve this goal, a logistic regression model was formulated analyzing interactions between landscape attributes and allowing a prediction of cork oak mortality.

? Maximum values of MI were found in (i) shrublands and open woodlands with shrub encroachment (MI 6 and 3, respectively), where competition for soil water between tree and understory increases; and (ii) on lower slopes in the rounded hilltops and smooth hillsides or shallow soils where access to groundwater resources during summer drought is difficult.

? The model highlighted the importance of the agroforestry systems on cork oak mortality and may be used to identify sensitive areas where mitigation actions should be employed in a scenario of increasing drought severity in these Mediterranean ecosystems.

     

Development of cork oak (Quercus suber L.) seedlings in response to tree shelters and mulching in northwestern Tunisia

The need for reforestation in cork oak (Quercus suber L.) areas is challenged by difficulties. Principal among these is herbivory of young plants, vegetative competition, and slow growth rates of cork oak seedlings. We evaluated the early development of cork oak seedlings treated using tree shelters and mulching in northwestern Tunisia. We tested three tree shelter treatments (non-vented, vented, and control) to shield seedlings from animal damage and five mulch types to control competing vegetation (Italian Stone Pine, Lentisk, combination of Italian Stone Pine and Lentisk (organic mulches), gravel (inorganic mulch) and no mulch). At the end of the two-year experiment, sheltered seedlings were 89-99% taller than unshelteredseedlings and had higher numbers and lengths of shoot growth flushes. In contrast, both stem diameter growth and dry weight biomass (from samples extracted after two years) were significantly reduced inside tree shelters. Root-to-shoot ratio was not significantly different in sheltered vs. unsheltered seedlings, suggesting that tree shelters do not adversely affect this parameter. Mulching alone did not favour growth, but could be beneficial when combined with tree shelters. The combination of vented tree shelters and gravel mulch was the most effective treatment for promoting diameter, height and stem volume growth.     

Plant and carabid beetle species diversity in relation to forest type and structural heterogeneity

The aim of this study was to evaluate the influence of forest structure (mainly resulting from human uses) and forest type (the identity of the dominant tree species) on biodiversity. We determined the diversity of two taxonomical groups: the understory vegetation and the edaphic carabid beetle fauna. We selected eight types of forest ecosystems (five replicates or stands per forest type): pine (Pinus sylvestris) plantations of three age classes (10, 40 and 80 years since reforestation), an old-growth relict natural pine forest, and four types of oak (Quercus pyrenaica) stands: mature forests with livestock grazing and firewood extraction, mature forests where uses have been abandoned, “dehesa” ecosystems and shrubby oak ecosystems. The results obtained by a global PCA analysis indicated that both tree size and dominant species influenced the ordination of the 40 forest stands. In general, carabids were more sensitive to changes in forest heterogeneity and responded more clearly to the analysed structural variables than the understory vegetation, although the species richness of both groups was significantly correlated and higher in case of oak forests. Pine forest ecosystems were characterised by the lowest species richness for both taxonomical groups, the lowest plant diversity and by the lowest coefficients of variation and, consequently, low structural heterogeneity. As a result, it was very difficult to discriminate the effects of the spatial heterogeneity and the dominant tree species on biodiversity.     

Predicting the spatial distribution of major species composition in secondary hardwood forests on Mt. Gozu,central Japan,based on environmental factors

Our goal was to predict the spatial distribution of canopy species composition in secondary deciduous hardwood forests at a fine spatial resolution, based on climatic and topographical factors using a geographic information system. We studied secondary forests on Mt. Gozu, Niigata Prefecture, central Japan. Canopy species composition was investigated in 100 sample plots within the study area. A digital elevation model (DEM) was created, and topographical, hydrological, and light factors were calculated using the DEM. Climatic factors were interpolated by kriging. The five major species used as response variables were Fagus crenata, Quercus serrata, Quercus crispula, Magnolia obovata, and Castanea crenata. We prepared three possible explanatory variable sets: climatic variables only, both climatic and topographic variables, and topographic variables only. Multivariate regression trees were derived, and the accuracy of predicting the major species composition was tested. The multivariate regression trees derived from the climatic variable set and from the climatic and topographic variable set had better accuracy than the regression tree derived from the topographic variable set. In the regression tree generated by the climatic and topographic variable set, the warmth index was the principal explanatory variable in classifying forest types, followed by topographic factors. This regression tree would be preferable to the other two regression trees for the prediction of canopy species composition.     

Regional estimation of Japanese cedar (<Emphasis Type="Italic">Cryptomeria japonica</Emphasis> D. Don) productivity by use of digital terrain analysis

Digital terrain modeling and spatial climatic data have been used to estimate the spatial distribution of Japanese cedar (Cryptomeria japonica D. Don) forest productivity on a regional-scale. The study was conducted on Japanese cedar forests in Himi city, Oyabe city, Takaoka city, and Imizu city (a total area of 683 km²) in northwestern Toyama Prefecture. On the basis of data from 146 sample stands, above-ground net primary productivity (ANPP) was calculated from tree height, age, and density using existing ANPP conversion equations for Japanese cedar stands. Six topographic factors (slope, profile curvature, plan curvature, openness, wetness index, and topographic radiation index) were calculated from a 10-m cell size digital elevation model. Three climatic factors (annual mean temperature, annual total precipitation, and annual maximum snow depth) were obtained from an existing spatial data set. Relationships between ANPP and environmental factors were analyzed by regression tree models. For the tree model with ANPP as a dependent variable, four environmental factors (annual mean temperature, wetness index, openness, topographic radiation index) were adopted as independent variables. Annual mean temperature was the first split variable in this model and explained 25.5% of the total deviance in ANPP. Wetness index, which represents soil moisture variation caused by lateral flow, explained 11.5% of the total deviance in ANPP. The resulting tree model explained approximately half of the total deviation in ANPP and indicated that the spatial distribution of Japanese cedar productivity was controlled by regional-scale interactions between climatic and topographic processes. A high-resolution map of productivity was prepared by use of the ANPP prediction model and vegetation information obtained from satellite data.     

Water use by Tabor and Kermes oaks growing in their respective habitats in the Lower Galilee region of Israel

We estimated water use by the two main oak species of the Lower Galilee region of Israel—Tabor (Quercus ithaburensis) and Kermes (Quercus calliprinos)—to develop management options for climate-change scenarios. The trees were studied in their typical phytosociological associations on different bedrock formations at two sites with the same climatic conditions. Using the heat-pulse method, sap flow velocity was measured in eight trunks (trees) of each species during a number of periods in 2001, 2002 and 2003. Hourly sap flux was integrated to daily transpiration per tree and up-scaled to transpiration at the forest canopy level. The annual courses of daytime transpiration rate were estimated using fitted functions, and annual totals were calculated. Sap flow velocity was higher in Tabor than in Kermes oak, and it was highest in the youngest xylem, declining with depth into the older xylem. Average daytime transpiration rate was 67.9 ± 4.9 l tree⁻¹ d⁻¹, or 0.95 ± 0.07 mm d⁻¹, for Tabor oak, and 22.0 ± 1.7 l tree⁻¹d⁻¹, or 0.73 ± 0.05 mm d⁻¹, for Kermes oak. Differences between the two oak species in their forest canopy transpiration rates occurred mainly between the end of April and the beginning of October. Annual daytime transpiration was estimated to be 244 mm year⁻¹ for Tabor oak and 213 mm year⁻¹ for Kermes oak. Adding nocturnal water fluxes, estimated to be 20% of the daytime transpiration, resulted in total annual transpiration of 293 and 256 mm year⁻¹ by Tabor and Kermes oaks, respectively. These amounts constituted 51% and 44%, respectively, of the 578 mm year⁻¹ average annual rainfall in the region. The two species differed in their root morphology. Tabor oak roots did not penetrate the bedrock but were concentrated along the soil–rock interface within soil pockets. In contrast, the root system of Kermes oak grew deeper via fissures and crevices in the bedrock system and achieved direct contact with the deeper bedrock layers. Despite differences between the two sites in soil–bedrock lithological properties, and differences in the woody structure, annual water use by the two forest types was fairly similar. Because stocking density of the Tabor oak forests is strongly related to bedrock characteristics, thinning as a management tool will not change partitioning of the rainfall between different soil pockets, and hence soil water availability to the trees. In contrast, thinning of Kermes oak forests is expected to raise water availability to the remaining trees.     

Growth of planted seedlings inside protective sleeves under strip openings of different widths in a post-agricultural forest

Many second growth forests have poor regeneration and in some spatial and economic context, such as post-agricultural forests, it may be beneficial to increase tree diversity. We planted seedlings of yellow birch (Betula alleghaniensis) and bur oak (Quercus macrocarpa) in strip openings of 3, 6 and 9 m width to control light. Individual mesh sleeves were used to reduce browsing pressure but they also reduced available light for seedlings: a large mesh and a small mesh sleeves were tested in each opening. Available light for seedlings ranged from 5 to 46% of full sunlight. First year growth was almost non-responsive to all treatments for both species, but birch showed strong responses during second year. Birches in the large mesh sleeve and the 9 m opening had the largest height and diameter increments, while those in the small mesh sleeve and the 3 m opening had the smallest increments. Small mesh sleeves increased the height over stem diameter ratio for both species. Treatments affected several other morphometric variables of birch but none of the oak. More time is needed to assert if bur oak can be a candidate species for enrichment planting. We recommend strip openings of 9 m width and large mesh sleeves, for protection against deer browsing, while controlling neighbouring competition, to promote artificial regeneration of hardwood species.     

栎属树种生长模型研究进展

栎属树种是亚热带常绿阔叶林和温带落叶阔叶林的主要建群树种之一,分布范围极为广泛,在国内外被广泛应用于城市园林绿化、水源涵养林、水土保持林,也是重要的珍贵用材树种,同时其果实、栓皮等具有重要的工业和药用价值.研究栎林的生长过程,对其经营抚育决策具有重要的参考意义.文中对近年来国内外关于栎属树种的生长过程,特别是栎属树种生长模型的研究进行了综述,包括栎属树种全林分生长模型、单木生长模型、径阶分布模型等;阐述了栎属树种生长模型的研究现状及发展趋势,以期为栎林的经营抚育决策提供参考.     

Development of a system to predict the evolution of individual tree mature cork caliber over time

The development of a model for the prediction of the evolution of individual tree cork caliber over time, from a measurement taken at a certain point in time, was the main objective of this work. The model includes three sub-models: a model to predict the thickness of complete rings from cork caliber at tc years; a cork growth model (for complete rings) and a model to predict cork caliber at age tc from the corresponding thickness of (tc − 1) complete rings. The algebraic difference approach (ADA) as well as the generalized algebraic difference approach (GADA) were used in modeling cork growth. Several base models with one or two site-tree-specific parameters were fitted to the data using the dummy variable approach. The selection of the cork growth model was based on several criteria: fitting ability, prediction performance evaluated through the PRESS residuals and behaviour screened with available knowledge on the cork growth process. The ADA model derived from the log-logistic function with the asymptote as free parameter was selected. The models developed to predict cork caliber and the corresponding thickness of complete rings were based in the linear relationship between the two variables. The two models were simultaneously fitted using two stage least squares approach. The predicted thickness of cork complete rings in a 9-year old cork is proposed as a cork growth index. The distribution of this index can be used to characterize the potential of a site for cork production.     

Phytophthora disease of Quercus ilex in south‐western Spain

Oak decline that was affecting three holm oak sites in the province of Huelva (south‐western Spain) was studied during 1998–1999. The syndromes of dieback and sudden death have been observed and, in both cases, foliar symptoms were associated with root rot. Characterization of the fungal isolates from necrotic roots led us to identify Phytophthora cinnamomi A2 as consistently associated with the disease. The optimum growth temperatures of these isolates were very high (30°C). Inoculation tests under controlled conditions demonstrated the pathogenicity of the isolates on holm and cork oak seedlings. None of the other biotic factors of Mediterranean oak decline that have been previously described were found in the present study and so, in this case, the forest decline model does not seem to be necessary in order to explain the disease observed. The defoliation and mortality of the oaks was primarily caused by P. cinnamomi, although some abiotic factors such as alternating periods of drought and wet weather in the region may play an important role.     

Influence of the soil water holding capacity on the potential distribution of forest species. A case study: the potential distribution of cork oak (<Emphasis Type="Italic">Quercus suber</Emphasis> L.) in central-western Spain

This study reports a parametric approach to the climatic and edaphoclimatic potential distribution of the cork oak (Quercus suber L.) in central-western Spain together with an analysis of the influence of the maximum soil water holding capacity (WHC) on such potential distribution. To these ends, we employed 12 climatic and 2 edaphoclimatic parameters of eco-physiological influence derived from the current distribution of cork oaks. The climatic and edaphoclimatic parameters elaborated for two extreme WHC values (50 and 250 mm) are calculated for the whole study area and are mapped by means of a digital elevation model and a geographic information system. The results point to an important climatic potential area for high soil WHC values but there is also a remarkable dependence on this latter parameter, mainly in the Duero basin, since the limits of the climatic potential area are reduced strongly as WHC decreases. We deduce certain other conclusions as regards the importance of this variable in the potential distribution of species and in forestation and reforestation projects using this species.     

Pathways for resilience in Mediterranean cork oak land use systems

Context

Loss of woodlands and degradation of vegetation and soil have been described for all Mediterranean-type ecosystems worldwide. In the Western Iberian Peninsula, overexploitation of evergreen cork oak land use systems has led to soil erosion, failures in oak recruitment, and loss of forests. Degraded and dry sites are quickly colonised by pioneer heathland rockrose (Cistus spp.) shrubs forming highly persistent patches.

Aims

Although traditionally shrublands have been considered as a transient successional state, we present evidence that they can represent persistent alternative states to former cork oak forests.

Review trends and conclusions

We first describe how Mediterranean vegetation evolved in the Iberian Peninsula and the role of fire and long-term human management as main disturbances. We then discuss alternative pathways through state-and-transition models indicating the ecological and land use variables that halt cork oak regeneration and recruitment and drive vegetation transitions towards persistent shrublands. Unless concerted management actions and restoration programmes are undertaken, the cork oak land use systems will not be sustainable.     

Comparison of wind speeds obtained using numerical weather prediction models and topographic exposure indices for predicting windthrow in mountainous terrain

Windthrow prediction models require data concerning stand characteristics and wind exposure. Geographic information system databases typically contain elevation, forest cover, and logging history layers, therefore attributes can be extracted for points distributed across a given landscape. Climate stations in forested areas are rare, but the wind regime at regularly spaced points can be estimated using mesoscale numerical weather prediction models such as MC2, MM5, and RAMS. More traditionally, wind exposure is estimated using topographic exposure indices. Using gridded and cutblock edge segment databases for areas of mountainous terrain in central British Columbia (McGregor) and on southwestern Vancouver Island (WIT), we examined the spatial variability of simulated wind speeds and topographic exposure indices, simple correlations between variables, and the utility of these variables in predicting clearcut edge windthrow. Approximately half of the spatial variability in topographic and wind variables occurred for points spaced within 4 km. After restricting the dataset to one point from every 16 km² panel, mean wind speed was found to be correlated with elevation (0.48, 0.86), but less well with topographic exposure indices (0.17–0.72). Correlations between local winds predicted during strong wind events and topographic exposure indices varied depending on the model used, ranging from non-significant to moderate (0.58). Concordance values for logistic regression models for predicting cutblock edge windthrow improved from 65.0 and 63.8 for base models with height and stand variables, to 70.2 and 68.2 with the addition of topographic exposure indices and extreme wind measures, for McGregor and WIT, respectively.     

Quantile regression for modelling the impact of climate in cork growth quantiles in Portugal

The annual growth and the thickness of cork are known to be highly variable between trees located in the same geographical location. Researching how climate variables affect different trees within the same site is a step forward for the management of cork production since current knowledge focusses only on the average tree response. Quantile regression methodology was applied for the first time to a large data set containing measurements of cork growth, sampled in 35 stands across the cork oak distribution area in Portugal. This methodology proved to be useful for testing the hypothesis raised: does climate affect differently the annual cork growth, and ultimately cork thickness of individual trees located in the same stand? Estimating the amount of cork produced by one stand that has the required thickness for the production of natural cork stoppers is essential to support cork oak management. However, no model, before this work, had been developed to provide managers with this information. A downward parabolic relationship between annual cork growth and annual precipitation was determined for all quantiles, with optimum annual average precipitation value ranging from 1103 to 1007 mm. April to August monthly temperatures, spring average temperature or summer average temperature, showed a negative relationship with annual cork growth, in particular for lower quantiles. Maximum annual temperature was shown to negatively affect annual cork thickness, in particular for the trees under the 6th quantile. The ratio between annual precipitation and average temperature, that define the Lang index (LI), showed a downward parabolic relationship with annual cork growth. Best cork growth conditions are found for Lang index values around 60, corresponding for the transition between semi-arid climate and humid climate. The application of the final model developed for estimating cork thickness of an eight years’ cork growth period allowed the prediction and mapping of the percentage of cork suitable for natural cork stopper production. It showed that higher values are expected in the Southern and Central coastal regions and along the Tagus River basin. The Northern coastal and mountain regions, characterised by Lang index values higher to 60 (humid climates), present lower estimated values for the percentage of cork suitable for natural cork stopper production. The estimated values are expected to be reduced under climate change scenarios in the Southern and Central coastal regions.

     

Site quality evaluation by classification tree: an application to cork quality in Sardinia

Cork harvesting and stopper production represent a major forest industry in Sardinia (Italy). The target of the present investigation was to evaluate the classification tree as a tool to discover possible relationships between microsite characteristics and cork quality. Seven main cork oak (Quercus suber) producing areas have been identified in Sardinia, for a total of more than 122,000 ha. Sixty-three sample trees, distributed among different geographical locations and microsite conditions, were selected. A soil profile near each sample tree was described, soil samples were collected and analysed. After debarking, cork quality of each sample tree was graded by an independent panel of experts. Microsites where trees had more than 50% of the extracted cork graded in the best quality class, according to the official quality standard in Italy, were labelled as prime microsites, the others as nonprime microsites. Relationships between a binary dummy variable (0 for nonprime microsites, 1 for prime microsites) and site factors were investigated using classification tree analysis to select the relevant variables and to define the classification scheme. Prime quality microsites for cork production proved to be characterised by elevation, soil phosphorus content and sandiness. Results have been compared with those of the more conventional parametric approach by logistic regression. The work demonstrates the advantages of the classification tree method. The model may be appropriate for classifications at landscape and stand mapping levels, where it is possible to sample a number of microsites and to evaluate distributional characteristics of model output, while its precision is only indicative when estimating the prime quality of single microsites.     

Modelling cork oak production in Portugal

The layout of 32 permanent plots in the most important cork production regions of Portugal and the measurement of the most representative tree parameters were performed for statistically sound cork weight modelling. The establishment of cork weight equations is presented for the different cork oak study areas considered alone or grouped according to the most representative tree parameters. For the presented cork weight models was chosen independent variable the total stripping surface (artmax). For the selection criteria five statistic were used, including PRESS, APRESS and Mallows's statistic. The crossvalidation of the best classified models was performed and to discuss the importance of the “study area” factor, a regression analysis with “dummy” variables was performed.