Financial and economic analyses of agroforestry systems and a commercial timber plantation in the La Amistad Biosphere Reserve, Costa Rica

A possible method of protecting biosphere reserve core zones is to encourage transition and buffer zone activities which are compatible with the core and which provide sufficient returns to the human population to make entry into the core zone unnecessary. The AMISCONDE project is promoting block plantations and coffee/tree agroforestry systems to do this, but did not analyze their financial or economic feasibility. Unprofitable systems will not be adopted without subsidy and are not sustainable after a project ends. Analyses show internal rates of return exceeding 30% for coffee/tree combinations both with and without project subsidies. Coffee/tree systems have significantly higher returns than coffee without trees, reduce the risk from coffee price fluctuations, and reduce the need for chemical fertilizers. Returns from a block plantation of cypress are a small fraction of coffee and coffee/tree system returns, but still are positive and have the advantage of requiring much smaller initial investments. The systems analyzed seem likely to be sustainable and to contribute to project conservation and development objectives. This revised version was published online in June 2006 with corrections to the Cover Date.     

Assessment of small mammal diversity in coffee agroforestry in the Western Ghats,India

Coffee agroforestry is a conservation strategy that has shown promise to support the diversity of bird, bat, and insect communities, but few studies have focused on non-volant mammals in coffee farms. We assessed mammal diversity within coffee agroforestry systems in Kodagu, India and investigated the impacts of the non-native shade tree species, Grevillea robusta, on mammal diversity. Twenty farms, with varying amounts of G. robusta planted within the coffee farm, were sampled throughout three rainfall zones during the 4-month study period. We captured six species of small mammals, with indirect methods yielding an additional five species, totaling 11 mammal species. Contrary to current ecological thought, we found that increased amounts of G. robusta did not have a negative impact on either abundance or richness of mammals. Small mammal abundances were higher at farms with greater amounts of herbaceous ground cover and larger, mature shade trees, while small mammal species richness was found to increase with an increase in tree species richness as well as greater amounts of herbaceous ground cover. Additionally, small mammal abundance was higher at coffee farms closer to forested areas. Based on these findings, we suggest the maintenance or cultivation of shade tree richness, mature shade trees, and herbaceous ground cover within coffee farms and preservation of forested areas within the landscape to enhance coffee agroforestry habitat for non-volant mammals. We hope that these habitat requirements will be incorporated into conservation strategies for the promotion of biodiversity within coffee agroforestry systems.     

Carbon stocks in coffee agroforests and mixed dry tropical forests in the western highlands of Guatemala

Tree removal in Latin American coffee agroforestry systems has been widespread due to complex and interacting factors that include fluctuating international markets, government-supported agricultural policies, and climate change. Despite shade tree removal and land conversion risks, there is currently no widespread policy incentive encouraging the maintenance of shade trees for the benefit of carbon sequestration. In facilitation of such incentives, an understanding of the capacity of coffee agroforests to store carbon relative to tropical forests must be developed. Drawing on ecological inventories conducted in 2007 and 2010 in the Lake Atitlán region of Guatemala, this research examines the carbon pools of smallholder coffee agroforests (CAFs) as they compare to a mixed dry forest (MDF) system. Data from 61 plots, covering a total area of 2.24 ha, was used to assess the aboveground, coarse root, and soil carbon reservoirs of the two land-use systems. Results of this research demonstrate the total carbon stocks of CAFs to range from 74.0 to 259.0 Megagrams (Mg)?C ha^?1 with a mean of 127.6?±?6.6 (SE)?Mg?C ha^?1. The average carbon stocks of CAFs was significantly lower than estimated for the MDF (198.7?±?32.1?Mg?C?ha^?1); however, individual tree and soil pools were not significantly different suggesting that agroforest shade trees play an important role in facilitating carbon sequestration and soil conservation. This research demonstrates the need for conservation-based initiatives which recognize the carbon sequestration benefits of coffee agroforests alongside natural forest systems.     

Changes in arboreal ant populations following pruning of coffee shade-treesin Chiapas,Mexico

Reducing or eliminating shade cover in coffee (Coffea arabica L.) agroforestry systems affects fungal disease and pest outbreaks, coffee yields, and can result in biodiversity loss of important predators, such as ants. Less dramatic changes in shade structure or composition may also affect ants. Shade tree pruning, a common management practice in shaded coffee systems, has unknown consequences for ant communities. The effects of pruning on arboreal ant communities were investigated by measuring ant abundance, distribution, and species richness in the short (1 week) and long-term (6 months) after shade tree pruning in one 25×50 m plot. Shade tree pruning significantly affected the distribution and abundance of two of the most common ant species (Azteca instabilis F. Smith and Camponotus senex textor Forel), and in general did not affect other ants. After pruning, C. senex textor ants were 80% more abundant on coffee plants and shade trees, whereas A. instabilis abundance dropped by 40% on coffee plants and 73% on shade trees after pruning. Additionally, C. senex textor were significantly more widespread, whereas A. instabilis distributions were more restricted. The effects of pruning were strong over the short-term, but were not evident over the long-term. Shade tree pruning did not affect ant diversity. Thus shade tree pruning largely affected certain aspects of arboreal ant communities in one coffee agroforestry system, with important implications for biological control.     

Ecosystem services from coffee agroforestry in Central America: estimation using the CAF2021 model

The goal of sustainable coffee production requires multiple functions from agroforestry systems. Many are difficult to quantify and data are lacking, hampering the choice of shade tree species and agronomic management. Process-based modelling may help quantify ecosystem services and disservices. We introduce and apply coffee agroforestry model CAF2021 (https://doi.org/10.5281/zenodo.5862195). The model allows for complex systems with up to three shade tree species. It simulates coffee yield, timber and fruit production by shade trees, soil loss in erosion, C-sequestration, N-fixation, -emission and -leaching. To calibrate the model, we used multivariate data from 32 different treatments applied in two long-term coffee agroforestry experiments in Costa Rica and Nicaragua. Without any further calibration, the model was then applied to agroforestry systems on 89 farms in Costa Rica and 79 in Guatemala where yields had been reported previously in farmer interviews. Despite wide variation in environmental and agronomic conditions, the model explained 36% of yield variation in Costa Rica but only 15% in Guatemala. Model analysis quantified trade-offs between yield and other ecosystem services as a function of fertilisation and shading.

     

Buffer Zones as a Conservation Strategy

Abstract

Buffer zones serve as zones outside a protected area from which people can derive material or economic benefit, but which also provide wildlife habitat and ecosystem services. “Integrated conservation and development programs” (ICDPs) established in buffer zone communities promote sustainable patterns of economic development. However, they have been widely criticized for poor implementation. In this paper, I examine Conservation International's AMISCONDE program in Costa Rica as a case study of the role of ICDPs in buffer zones. The study suggests that varying and poorly defined conceptions of buffer zones among ICDP workers and participants can contribute to the failure of ICDPs to implement effective buffer zone-based conservation strategies. Alternative approaches to buffer zone delineation are examined. Recommendations include the clarification of competing buffer zone definitions; construction of a buffer zone definition that can be shared by all conservation participants in the region; and systematic assessment of the conceptual linkages between ICDP activities and conservation goals.     

Biodiversity Conservation in the La Amistad Biosphere Reserve

Abstract

The AMISCONDE Initiative was created and promoted by Conservation International (CI). This paper analyzes the approach to biodiversity conservation of the Costa Rican portion of the Initiative in the context of CI's mission statement. Global, national and local challenges to biodiversity conservation are briefly reviewed. Then, the implementation of the AMISCONDE Initiative is examined. To provide a basis for comparison, two other well-known Costa Rican conservation programs are summarized. The Initiative differs from these other programs in its central emphasis. AMISCONDE focuses on community development, apparently prioritizing development above biodiversity protection. The paper concludes with several recommendations: that the Initiative place far greater emphasis on biodiversity through education, employment opportunities and collaboration with other organizations interested in the biota of the region; and that the program evaluate its impact on the protected area's biota. This would enable CI to determine the degree to which the impacts of the Initiative are consistent with its mission.     

Research methods for multistrata agroforestry systems with coffee and cacao: recommendations from two decades of research at CATIE

This paper reviews the research themes and methodologies used by CATIE in agroforestry research with shade trees over coffee (Coffea arabica) and cacao (Theobroma cacao) during the past 20 years. Initially research focused on characterization and production studies (of crop and timber including border areas) of traditional systems using temporary and permanent sample plots on private farms. The assessment area of traditional shade-coffee (or cacao) systems should be the whole plot, including the border areas, and not some subjectively selected central area which supposedly represents unit area productivity. Uncontrolled crop, tree, and management heterogeneity limited extrapolation of early on-farm research results to other farmers' fields. Replicated case studies of best bet technologies (traditional or experimental) on different farms are often preferable to the use of formal experimental designs. On-station research included the use of systematic spacing designs to test extreme shade tree density treatments of coffee. Most nutrient cycling studies were also carried out on-station, using service and timber shade species over coffee and cacao to evaluate the ability of these agroforestry systems to maintain nutrient reserves and diversify production. Plot size (even 36 × 36 m) was limiting for long term research because of inter-plot interference, both below- and above ground, when using fast growing, tall timber trees as shade. These experiences suggest a minimum plot size of 2,500 m². Individual tree designs and tree-crop interface studies (e.g. regression analysis of data taken along transects) are promising experimental/sampling approaches that need further development. The principal research thrusts proposed for the next five years are bio-physical process research on coffee responses to shade and competition with trees (growth, carbon allocation, phenology, disease-pest tolerance, yields and coffee quality effects) and socioeconomic analyses of both traditional and new or improved shade – coffee combinations vs. monocultures. This revised version was published online in June 2006 with corrections to the Cover Date.     

Scattered shade trees improve low-input smallholder Arabica coffee productivity in the Northern Lake Kivu region of Rwanda

In suboptimal conditions for coffee growth, the use of shade tree is usually considered beneficial to production. This study aimed to evaluate this benefit in the poorly documented East African smallholder Arabica coffee systems in optimal climatic but suboptimal management conditions. In a 4 year observational trial in 50 coffee farms, the association of shade trees and coffee generated an average 55 % cherry production increase. Neither delay in berry maturation nor buffer in alternate bearing patterns were observed, probably due to the low productivity of unfertilized coffee plants. Quality wise, the presence of shade trees did not result in an increase of larger green beans, but it reduced the proportion of altered and lighter cherries in 2009, a low production year. A shade species effect was detected through the positive influence of two non-leguminous shade trees, Persea americana and Ficus thonningii on production. The effect was correlated to greater canopy openness and increase in K soil content. In general, soil mineral content was not influenced by the presence of trees, but the legume species Inga oerstediana appeared responsible for a slight increase of total C and N soil content. It is concluded that in the small holder context of the Northern Lake Kivu region, the association of mature trees is beneficial to coffee production and can contribute to the improvement of producer’s income.     

Effects of <Emphasis Type="Italic">Inga densiflora</Emphasis> on the microclimate of coffee (<Emphasis Type="Italic">Coffea arabica</Emphasis> L.) and overall biomass under optimal growing conditions in Costa Rica

The advantages of associating shade trees in coffee agroforestry systems (AFS) are generally thought to be restricted mostly to poor soil and sub-optimal ecological conditions for coffee cultivation whereas their role in optimal conditions remains controversial. Thus, the objective of this study was to investigate, under the optimal coffee cultivation conditions of the Central Valley of Costa Rica, the impact of Inga densiflora, a very common shade tree in Central America, on the microclimate, yield and vegetative development of shaded coffee in comparison to coffee monoculture (MC). Maximum temperature of shaded coffee leaves was reduced by up to 5°C relative to coffee leaf temperature in MC. The minimum air temperature at night was 0.5°C higher in AFS than air temperature in MC demonstrating the buffering effects of shade trees. As judged by the lower relative extractable water (REW) in the deep soil layers during the dry season, water use in AFS was higher than in MC. Nevertheless, competition for water between coffee and associated trees was assumed to be limited as REW in the 0–150 cm soil layer was always higher than 0.3 in shaded coffee compared to 0.4 in monoculture. Coffee production was quite similar in both systems during the establishment of shade trees, however a yield decrease of 30% was observed in AFS compared to MC with a decrease in radiation transmittance to less than 40% during the latter years in the absence of an adequate shade tree pruning. As a result of the high contribution (60%) of shade trees to overall biomass, permanent aerial biomass accumulation in AFS amounted to two times the biomass accumulated in MC after 7 years. Thus provided an adequate pruning, Inga-shaded plantations appeared more advantageous than MC in optimal conditions, especially considering the fact that coffee AFS provides high quality coffee, farmers’ revenue diversification and environmental benefits.     

Coffee agroecosystem performance under full sun, shade, conventional and organic management regimes in Central America

Changes in coffee economics are leading producers to reduce agrochemical use and increase the use of shade. Research is needed on how to balance the competition from shade trees with the provision of ecological services to the coffee. In 2000, long-term coffee experiments were established in Costa Rica and Nicaragua to compare coffee agroecosystem performance under full sun, legume and non-legume shade types, and intensive and moderate conventional and organic inputs. Coffee yield from intensive organic production was not significantly different from intensive conventional in Nicaragua, but in Costa Rica it was lower during three of the six harvests. Full sun coffee production over 6 years was greater than shaded coffee in Costa Rica (61.8 vs. 44.7 t ha^?1, P = 0.0002). In Nicaragua, full sun coffee production over 5 years (32.1 t ha^?1) was equal to coffee with shade that included Tabebuia rosea (Bertol.) DC., (27?C30 t ha^?1) and both were more productive (P = 0.03) than coffee shaded with Inga laurina (Sw.) Willd. (21.6 t ha^?1). Moderate input organic production was significantly lower than other managements under all shade types, except in the presence of Erythrina poepiggina (Walp.) O.F. Cook. Inga and Erythrina had greater basal area and nutrient recycling from prunings than other shade species. Intensive organic production increased soil pH and P, and had higher K compared to moderate conventional. Although legume shade trees potentially provide ecological services to associated coffee, this depends on management of the competition from those same trees.     

Shade trees: a determinant to the relative success of organic versus conventional coffee production

Greater understanding of the influences on long-term coffee productivity are needed to develop systems that are profitable, while maximizing ecosystem services and lowering negative environmental impacts. We examine a long-term experiment (15 years) established in Costa Rica in 2000 and compare intensive conventional (IC) coffee production under full sun with 19 agroforestry systems combining timber and service tree species with contrasting characteristics, with conventional and organic managements of different intensities. We assessed productivity through coffee yield and coffee morphological characteristics. IC had the highest productivity but had the highest yield bienniality; in the agroforestry systems productivity was similar for moderate conventional (MC) and intensive organic (IO) treatments (yield 5.3 vs. 5.0 t ha^?1 year^?1). Significantly lower yields were observed under shade than full sun, but coffee morphology was similar. Low input organic production (LO) declined to zero under the shade of the non-legume timber tree Terminalia amazonia but when legume tree species were chosen (Erythrina poepiggiana, Chloroleucon eurycyclum) LO coffee yield was not significantly different than for IO. For the first 6 years, coffee yield was higher under the shade of timber trees (Chloroleucon and Terminalia), while in the subsequent 7 years, Erythrina systems were more productive; presumably this is due to lower shade covers. If IC full sun plantations are not affordable or desired in the future, organic production is an interesting alternative with similar productivity to MC management and in LO systems incorporation of legume tree species is shown to be essential.     

Shade over coffee: its effects on berry borer, leaf rust and spontaneous herbs in Chiapas, Mexico

The objective of this research was to determine the relationships between different ecological features of shade and the incidence of coffee berry borer, coffee leaf rust and spontaneous herbs in rustic coffee plantations in Chiapas, Mexico. Thirty-six 10 m by 10 m plots were established within coffee plantations. The following variables were measured or estimated: number of vegetation strata, percent canopy cover, direct, diffuse and total sunlight below the canopy, plant species richness and diversity, shade tree/shrub density, altitude, aspect, basal area, yields, percentage of coffee berry borer (Hypothenemus hampei Ferr), percentage of coffee leaf rust (Hemileia vastatrix Berk & Br.),percentage of spontaneous herb cover and the presence of paths and runoffs.Results showed a complex agroforestry system, composed of five strata. Coffee berry borer and coffee leaf rust incidence averages were 1.5% and 10.1%,respectively. Average spontaneous herb cover was 34.1%. Coffee leaf rust percentage correlated positively with the coffee berry borer. Number of strata of shade vegetation correlated negatively with leaf rust, while the presence of paths correlated positively with the leaf rust. Species richness and diversity correlated negatively to broad-leaf-herb cover and the presence of runoffs correlated positively to this last variable. Shade tree density (> 10cm d.b.h.) correlated negatively to linear-leaf-herb cover. Percentage of shade cover, light, coffee density, aspect, stand age, basal area and yields were not correlated to pest, disease and weeds. Results support the ecological theory that postulates that diversity and structural complexity in mixed plant systems maintain a healthy system.This revised version was published online in November 2005 with corrections to the Cover Date.     

Carbon sequestration through agroforestry in indigenous communities of Chiapas, Mexico

The importance of agroforestry systems as carbon sinks has recently been recognized due to the need of climate change mitigation. The objective of this study was to compare the carbon content in living biomass, soil (0–10, 10–20, 20–30 cm in depth), dead organic matter between a set of non-agroforestry and agroforestry prototypes in Chiapas, Mexico where the carbon sequestration programme called Scolel’te has been carried out. The prototypes compared were: traditional maize (rotational prototype with pioneer native trees evaluated in the crop period), Taungya (maize with timber trees), improved fallow, traditional fallow (the last three rotational prototypes in the crop-free period), Inga-shade-organic coffee, polyculture-shade organic coffee, polyculture-non-organic coffee, pasture without trees, pasture with live fences, and pasture with scattered trees. Taungya and improved fallow were designed agroforestry prototypes, while the others were reproduced traditional systems. Seventy-nine plots were selected in three agro-climatic zones. Carbon in living biomass, dead biomass, and soil organic matter was measured in each plot. Results showed that carbon in living biomass and dead organic matter were different according to prototype; while soil organic carbon and total carbon were influenced mostly by the agro-climatic zone (P < 0.01). Carbon density in the high tropical agro-climatic zone (1,000 m) was higher compared to the intermediate and low tropical agro-climatic zones (600 and 200 m, respectively, P < 0.01). All the systems contained more carbon than traditional maize and pastures without trees. Silvopastoral systems, improved fallow, Taungya and coffee systems (especially polyculture-shade coffee and organic coffee) have the potential to sequester carbon via growing trees. Agroforestry systems could also contribute to carbon sequestration and reducing emissions when burning is avoided. The potential of organic coffee to maintain carbon in soil and to reduce emissions from deforestation and ecosystem degradation (REDD) is discussed.     

Transpiration of Arabica Coffee and Associated Shade Tree Species in Sub-optimal, Low-altitude Conditions of Costa Rica

Sap flows of coffee (Coffea arabica L. cv ‘Costa Rica 95’) and associated timber trees (Eucalyptus deglupta or Terminalia ivorensis) or leguminous tree (Erythrina poeppigiana) were measured simultaneously during 12 months in 4-year-old coffee agroforestry systems in sub-optimal ecological conditions of Costa Rica. In the wet period, coffee and shade tree transpiration followed the daily patterns of photosynthetic photon flux density (PPFD) and reference evapotranspiration (ETo) while their transpiration was restricted at higher air VPD values (>1.5 kPa) registered during the dry period. Coffee transpired more per unit leaf area in full sun than under shade, an indication of higher environmental coffee stress in non shaded conditions. Nonetheless, coffee daily water consumption per hectare was generally higher under shade than in full sun due higher vegetative growth of shade-grown coffee plants. Minimum and maximum daily transpiration were 0.74 and 4.08 mm for coffee, 0.35 and 1.06 mm for E. deglupta, 0.70 and 2.10 mm for T. ivorensis and 0.13 and 0.79 mm for E. poeppigiana. Estimation of the annual combined water transpiration by coffee and shade trees was 20–250% higher than that of coffee grown in full sun. Nevertheless, there was no evidence that water use by associated trees decreased soil water availability for coffee and hence limited coffee transpiration in the dry season due to its relatively short length (3 months) and the high annual rainfall (over 3100 mm). In the sub-optimal, low altitude conditions of this experiment, E. deglupta was the optimum shade species as it maintained a more constant shade level throughout the year and ensured a better protection to coffee underneath than T. ivorensis and E. poeppigiana which underwent a complete defoliation during the adverse meteorological conditions of the dry period.     

Technology impact evaluation in agroforestry projects

To identify appropriate methods for evaluating the impact of new agroforestry technologies, ICRAF in 1988–89 contacted 166 projects worldwide about their activities in agroforestry technology monitoring and evaluation. Of the 108 which responded, 45% were involved in some type of impact evaluation. This review revealed common difficulties in selecting impact indicators and methods of evaluation. Emphasis to date has been on evaluating numbers of trees planted and area under agroforestry, rather than socioeconomic impacts. Defining agroforestry adoption and distinguishing intermediate and final impacts were problematic. Impact studies were often difficult to interpret or compare, limiting their value for the rest of the agroforestry community. An analytical framework for planning impact evaluation in agroforestry projects is proposed, based on lessons learned from the review. Selection of indicators should depend upon whether project objectives relate to changes in: number and type of trees grown, land use, farmer knowledge and attitudes, availability of agroforestry products and services, and/or socioeconomic welfare. Data collection tools may include sequential photography or mapping, informal or formal farmer surveys, informal or formal field surveys, farmer meetings and workshops, trend analysis of project records, and case studies of households or communities, depending upon the audience for project evaluation and project resources.     

Contrasting the financial efficiency of agroforestry practices in buffer zone management of Madhupur National Park, Bangladesh

This research contrasts the financial profitability of different agroforestry practices in community-based buffer zone management of Madhupur National Park (MNP), Bangladesh. This park is the second largest in Bangladesh and subjected to enormous anthropogenic pressure and land rights-related conflicts. This paper reports the different agroforestry practices of villagers in different modules of the buffer zone of MNP, identified by a participatory research approach. It then assesses the profitability of each module on the basis of cost–benefit analysis, net present value, internal rate of return, and annualized income. Results indicate three agroforestry systems were being practised in the buffer zone by the participants: agro-silviculture, agro-silvo-horticulture, and combined woodlot and agroforestry. Among these modules, agro-silvo-horticulture was the most profitable, followed by agro-silviculture then combined woodlot and agroforestry. We recognize that not all of the participants can practise intensive agroforestry; our results suggest that the community-based buffer zone management strategy for MNP would benefit from prioritizing agroforestry practices where possible. This will lead to more successful buffer zone management for the conservation of natural forests while supporting the development of local resource-dependent communities.     

Allometric models for estimating aboveground biomass of shade trees and coffee bushes grown together

Allometric models for dominant shade tree species and coffee plants (Coffea arabica) were developed for coffee agroforestry systems in Matagalpa, Nicaragua. The studied shade tree species were Cordia alliodora, Juglans olanchana, Inga tonduzzi and I. punctata. The models predict aboveground biomass based on diameter at breast height (for trees), and the stem diameter at a height of 15 cm and plant height (for coffee plants). In addition, the specific gravity of the studied species was determined.The total aboveground biomass of the shade trees varied between 3.5 and 386 kg per tree, and between 0.005 and 2.8 kg per plant for coffee. The aboveground biomass components (foliage, branch, and stem) are closely related with diameter at breast height (r > 0.75). The best-fit models for aboveground biomass of the shade trees were logarithmic, with adjusted R ² between 0.71 and 0.97. In coffee plants, a high correlation was found (r = 0.84) with the stem diameter at 15 cm height, and the best-fit model was logarithmic, as well. The mean specific gravity was 0.52 (± 0.11) for trees and 0.82 (± 0.06) for coffee plants.     

农地林业与水土保持战略

文章介绍了农地林业概念,发展现状。指出,发展农地林业是水土保持的战略基础。     

The scope and potential of agroforestry in Central America

Although agroforestry practices have been used in Central America since pre-Columbian times, scientific initiatives in agroforestry began only about 15 years ago in this region. This paper describes the evolution of agroforestry in the Central American region, and discusses the relative merits of generating new procedures or encouraging traditional practices. This is followed by an analysis of several particularly promising practices—use of N-fixing trees to shade cacao and coffee, timber trees in pastures, and living fenceposts. Finally, a list of research gaps and recommendations for future efforts is presented. It is concluded that, from the perspective of scientific knowledge, agroforestry in Central America has taken off but the link between scientific knowledge and effective field application is still lacking.