Commercial harvests of edible mushrooms from the forests of the Pacific Northwest United States: issues,management, and monitoring for sustainability

Widespread commercial harvesting of wild edible mushrooms from the forests of the Pacific Northwest United States (PNW-US) began 10–15 years ago. A large proportion of suitable forest habitat in this region is managed by the Forest Service (US Department of Agriculture) and Bureau of Land Management (US Department of the Interior). These lands are managed under an ecosystem management philosophy that entails multiple-use, sustainable forest product harvesting, resource monitoring, public participation in forest management issues, and holistic planning. Managing the harvest of edible mushrooms engages every aspect of this management philosophy. We examine a variety of issues raised by mushroom harvesting and how these issues interact with forest ecosystem management choices. We discuss regulations currently being used by managers to conserve the mushroom resource while further information is gathered, unique challenges and considerations inherent to sampling fungi, and current research and monitoring activities in the Pacific Northwest. Although current scientific evidence suggests that harvesting likely will not harm the resource in the short term, no statistically-based monitoring information exists about the cumulative impacts of intensive and widespread commercial harvesting over long-time periods. We outline a three pronged approach to long-term monitoring of the resource: (1) tracking harvest quantities in areas with intense commercial harvests; (2) sampling productivity in areas with no mushroom or timber harvests; and (3) conducting research to model the relations between forest management and mushroom productivity. Public participation and a broad collaboration among public land management agencies, private forest landowners, forest managers, researchers, and research organizations will make this approach cost effective and the results widely applicable.     

Impact of Changes in the Sociological Characteristics of Small-Scale Forest Owners on Timber Harvesting Behavior in Quebec,Canada

Owing to the economic, social and environmental impacts associated with timber harvesting by small-scale forest owners, a number of studies have characterized their profiles, motivations and activities at a given time. However, little research has focused on how timber production has been affected by changes in the prevalence of types of forest owners over time. A 2012 telephone survey of Quebec (Canada) small-scale forest owners reveals relationships between level of harvesting and socio-demographic factors, and an evolution of these factors by examining the results of surveys conducted in 1973 and 1985. Within the same population, property size, distance between owners’ forest and homes, possession of a forest management plan, gender, education level, the length of ownership are correlated with how likely respondents were to harvest timber on their forest. Furthermore, comparison with results from previous surveys of the same population show an increase in the prevalence of characteristics associated with owners who place less importance on timber harvesting in their management decisions. Overall, since the initial survey of forest owners conducted in 1973, the size of forest holdings in Quebec has decreased, respondents’ education level has improved and the proportion of forests owned by women have increased. However, these changes are occurring at a relatively slow rate, giving government authorities time to implement policies to encourage harvesting among the new generation of forest owners.     

A Survey of Forestry Extension Clientele in South Carolina,USA

The U.S. South contains nearly one-third of the nation’s forests and 40% of its productive timberland. This makes the southern U.S. an important part of the wood supply chain. In South Carolina, family forests cover 55% of the 13 million acres of forestland, and contribute significantly to the annual timber harvest volume. However, not all family forest owners are engaged in forest management activities. To better understand the needs and behaviors of family forest owners that are actively engaged in forest management an online survey was developed and sent to family forest owners that actively seek the help of extension agents. Results of a latent-class analysis of survey responses showed that there are three distinct groups of family forest owners that engage with extension agents: hands-on timber managers, hands-off timber managers, and multiple-use land managers. These groups differ in their utilization of help from a consulting forester and their ways of selecting timber harvesting contractors for forest management activities. Eighty-eight percent of respondents reported that their major goal of a thinning was to maximize future revenues. When asked about the expected outcome of a cleat-cut, 69% expected all trees to be removed, whereas the rest expected outcomes similar to selection, seed-tree, or commercial clear-cuts. Overall, this survey provides initial information to better focus outreach and extension efforts, but also highlights how family forest owners engage in their timber harvest.     

Modeling Forest Owner Harvesting Behaviour and Future Intentions in Tasmania

Our ability to design public policies that effectively promote the efficient use of privately owned forest resources is underpinned by an understanding of the way in which forest production and investment decisions are made, and of how forest owners respond to changes in social, economic, and institutional conditions. A model of non-industrial private forest owners (NIPF) past harvesting behaviour and future harvesting intentions using a logit approach is presented. A Tobit model, which investigates harvesting intensity, is also developed. The responses to a survey of 386 NIPF owners in Tasmania are used to construct the data set consisting of socio-economic characteristics of NIPF owners, their forest ownership objectives, and property characteristics. The current study is innovative in that the role of NIPF owner objectives and attitudes is assessed in three econometric models exploring past harvesting behaviour, harvesting intensity, and future harvesting intentions. A series of observations can be made from comparing the results of the three models. For example, higher pulp prices are unlikely to affect NIPF owners harvesting intentions but are likely to increase harvesting intensity. The financial characteristics of the NIPF owner contribute most to predicting future harvesting intentions, with financial security being a disincentive to future harvesting. Landowner objectives and attitudes are important in explaining past harvesting activities and future intentions but do not significantly affect harvesting intensity. Furthermore, there are significant differences between different types of landowners in terms of the incentives that are likely to make them change their mind about participating in native forest harvesting.     

Empirical models for predicting the production of wild mushrooms in Scots pine (Pinus sylvestris L.) forests in the Central Pyrenees

Mushroom picking has become a widespread autumn recreational activity in the Central Pyrenees and other regions of Spain. Predictive models that relate mushroom production or fungal species richness with forest stand and site characteristics are not available. This study used mushroom production data from 24 Scots pine plots over 3 years to develop a predictive model that could facilitate forest management decisions when comparing silvicultural options in terms of mushroom production. Mixed modelling was used to model the dependence of mushroom production on stand and site factors. The results showed that productions were greatest when stand basal area was approximately 20 m² ha^?1. Increasing elevation and northern aspect increased total mushroom production as well as the production of edible and marketed mushrooms. Increasing slope decreased productions. Marketed Lactarius spp., the most important group collected in the region, showed similar relationships. The annual variation in mushroom production correlated with autumn rainfall. Mushroom species richness was highest when the total production was highest.     

Technical efficiency in timber production and effects of other income sources

In Norway, as in many other European countries, income from forestry has become marginal to owners’ household economies and most employment of forest-owner households is now undertaken off the property. Also, many forest owners have focused increasingly on other revenue-earning activities on their properties, such as providing recreational services. It is a challenge in all kinds of production to find the optimal way of converting inputs into outputs, i.e., to be technically efficient. Extent of financial dependency on income from forestry differs between part-time and full-time forest owners. Since the two groups have different livelihood strategies, it is plausible that full-time forest owners have more professional forest management practices. Data for a cross-section of 3,249 active (i.e., harvesting) forest owners were extracted from the 2004 Sample Survey of Agriculture and Forestry representing the year 2003. A stochastic production frontier analysis was applied to evaluate forest management efficiency impacts of important factors including property and owner characteristics, outfield-related and agricultural activities, off-property income and geographical location in central or remote areas. It was found that many forest owners are technically inefficient, and there exist opportunities for improved performance. Off-property income was found to have an estimated negative impact on technical efficiency, the inefficiency arising (weakly) with increasing share of household incomes from outfield activities, and properties in urban centred areas are less efficient than those in remote areas. One policy implication of the study is that a potentially substantial efficiency increase might be achieved from allowing small inefficient woodlots to merge into larger units of forestry production. Also, providing support for forest management plans may improve efficiency.     

Information Needs of Non-industrial Private Forest Owners After Logging Operations in Finland: A Case Study

In this study, the information needs of non-industrial private forest owners in Finland, after logging operations, were investigated. The study was carried out as an online survey in 2017. The survey was targeted at non-industrial private forest owners who had sold their timber during the previous 10 years (2008–2017) and whose email addresses were in the customer relationship management system of a large wood procurement company in Finland. A response link for the survey was successfully sent to 31,988 forest owners, of whom 3323 replied (response rate: 10.4%). The final study data included 3284 non-industrial private forest owners. The results of the study, which need to be interpreted cautiously due to the low response rate, showed that the forest owners want better-quality reporting after logging operations. Furthermore, the results suggested that gender, age, education, occupational status, place of living, size of, and access to, forest property, and length of, and objectives for, forest ownership have a significant effect on their information needs. Younger, highly-educated, female, urban-living and multi-objective forest owners with larger forest holdings and short forest ownership tenures desired more information. Particularly, the respondents conveyed that they would like more and better information about thinning harvesting result. The results also indicated that when different groups of forest owners call for certain information, there is a need for producing different types of reports after logging operations for different forest owner segments.

     

Variations in the Social Networks of Forest Owners: The Effect of Management Activity,Resource Professionals,and Ownership Size

Social networks play an important role in the communication of information among forest owners and how owners process that information in making land management decisions. This article examines variations in the social network characteristics of family forest owners using survey data and interviews with 42 owners in south-central Indiana. We examine how network structure and content vary by harvesting activity, information sources, ownership attributes, sociodemographic characteristics, and location. Quantitative measures of network size and diversity, along with a qualitative understanding of network content and function are discussed and compared for active and passive forest managers. We find that active managers (people who had a recent timber harvest) had at least twice as many social ties related to forest management compared to passive managers, particularly after accounting for parcel ownership size, forest area, and total landholding size. Learning and service were the main functions of these networks, with learning being the most frequently cited reason for talking to others regardless of the management profile of forest owners. The study contributes to a growing interest in mixed-methods approaches to network studies and research on social networks in private forestry.     

Perceived risk sources and strategies to cope with risk among forest owners with and without off-property work in eastern Norway

Abstract

This paper presents empirical insight into part-time and full-time property owners’ perceptions of risk and risk management strategies. In addition, the relationships between forest owners with varying degree of off-property work and property and forest owner characteristics, risk perceptions, risk management strategies and harvesting behaviour are examined. The data originate from a questionnaire responded to by forest owners in eastern Norway which were merged with 9 years of logging data. Timber price variability and institutional risks were perceived as primary sources of risk. Use of advisers from the forest owners’ association, buying personal insurance and off-property work were perceived as the most important ways to handle risk. The results show that off-property work affects to a lesser degree what forest owners perceived as important risk sources, but that risk perceptions affect to a stronger degree the ways in which risk was dealt with. The chosen risk management strategies influenced the forest owner's harvesting behaviour to some extent, but more research on the issue is needed to clarify the relationship. There was a positive relationship between owners with off-property activities and their performance as timber suppliers. Several measures, such as improved rural education, revision of some of the arrangements that regulate property mergers and support measures for increased on-property diversification may increase annual timber harvesting and reduce variability in harvesting level.     

Effects of mushroom harvest technique on subsequent American matsutake production

The commercial harvest of American matsutake (Tricholoma magnivelare) is a multi-million dollar industry in the Pacific Northwest region of North America. How to best manage for sustainable mushroom production is uncertain and concerns remain about the cumulative effects of picking in the same areas year-after-year and whether raking of surface litter and mineral soil layers to find mushrooms will reduce subsequent fruiting. Here, we evaluate the effects of several mushroom harvest techniques on American matsutake production.This study was established in the Oregon Cascades in 1994 with the selection of 18 shiros of similar mushroom production. Six mushroom harvest treatments were implemented in 1995: (1) control, (2) best management practice (BMP), (3) shallow rake, litter replaced, (4) shallow rake, no replacement, (5) deep rake, litter replaced, (6) deep rake, no replacement. These treatments were pooled into three litter disturbance groups for analysis: (a) no raking of the litter, (b) litter raked with replacement, and (c) litter raked without replacement.Matsutake production on additional shiros was monitored to further compare the control and BMP treatments. Our results demonstrate that careful picking (BMP) was not detrimental to mushroom production during the initial 10 years of mushroom harvest activity. One-time treatments in which the forest floor litter layers were removed and not replaced were strongly detrimental to matsutake production and the effects have persisted for 9 years. Matsutake production was reduced to an intermediate degree by the raking with litter replacement treatments. Damage to shiros caused by repeated raking was not tested, however we expect that the effects of repeated raking would be more severe than those reported here. Negative treatment effects were particularly noticeable in years with abundant fruiting. When environmental conditions are poor for fruiting all shiros experience low production, thereby obscuring treatment effects.Within-year and year-to-year variation in fruiting is a major challenge to studies of matsutake ecology, particularly with regard to documenting treatment effects. Further studies spanning years or even decades will likely be needed to quantify production, effects of management activities, and investigate the biology of Tricholoma magnivelare.Because this study was limited to one habitat type, extension of the results to substantially different habitats types must be made with caution. However, we speculate that since the underlying biology of matsutake fruiting is similar across a wide range of habitats, careful picking should generally not hinder subsequent fruiting when other substantial disturbance to the shiro is absent.     

The Influence of Multiple Ownership Interests and Decision-Making Networks on the Management of Family Forest Lands: Evidence from the United States

A national assessment of how the number of parcel owners influence family forest land management and use decisions in the US was conducted using a subset of the US Forest Service’s National Woodland Owner Survey Dataset. Seventy-two percent of single parcel family forest land ownership respondents of at least 4.05 ha had multiple owners. The extent to which past land management practices and future intentions for the land are influenced by the number of owners of an individual parcel was evaluated. We also examined how landowner decision-making networks are related to past practices and future intentions. Contrary to previous findings, our research suggests that having more than one owner does not necessarily reduce the likelihood that a variety of different forest management activities, including commercial timber harvesting or wildlife habitat improvement, will occur. Moreover, we found that one-owner forested parcels are less likely to have experienced activities like harvesting, invasive plant removal, fire hazard reduction, wildlife habitat improvement, and cost-share program participation than parcels with two or more than two owners. We also found that family member involvement in landowner decision-making has a minimal effect on past and planned land management actions, while the involvement of a forester or land manager in decision-making increases the likelihood many land management actions have been or will be undertaken.     

Family forest owner preferences for biomass harvesting in Massachusetts

U.S. forests, including family-owned forests, are a potential source of biomass for renewable energy. Family forest owners constitute a significant portion of the overall forestland in the U.S., yet little is known about family forest owners' preferences for supplying wood-based biomass. The goal of this study is to understand how Massachusetts family forest owners feel about harvesting residual woody biomass from their property. The study estimates the probability that Massachusetts landowners will harvest biomass as part of a timber harvest using data from a survey of 932 Massachusetts family forest owners. Logistic regression results suggest that the likelihood of harvesting for biomass is quite low, and that the supply of participation in biomass harvesting is inelastic with respect to price. These low probabilities may be due to the method used to account for preference uncertainty, as well as the unique nature of Massachusetts forests, forest markets, and landowner attitudes in comparison to other states (e.g., Minnesota). The study suggests that it would be more effective to target renewable energy policy toward different regions and/or markets rather than develop a uniform national policy.     

Explaining gender differences in private forest risk management

In many countries, lower levels of forest management activities have been observed among female forest owners compared to male owners. The present study examined potential explanations for gender differences in private forest risk management among forest owners in Sweden (n?=?1482) using a questionnaire. Results from this study confirmed a slightly lower level of forest risk management among female owners in proactively combating damage caused by climate change and animal browsing when compared to their male counterparts. Further gender differences were revealed on a structural level. For example, female owners displayed higher levels of education and were more often non-resident owners and urban owners, as compared to their male counterparts. In addition, female and male owners differed regarding social-psychological variables (e.g. forest values and threat and coping appraisals). However the greatest gender difference was found in involvement in forest planning and forestry work. Even though gender differences were evident on multiple levels, involvement in forest issues and forest planning were found to be most important for explaining gender differences in forest risk management. By disentangling predictors of gender differences in private forest risk management, this study may contribute to a more strategic gender approach to forest risk governance.     

How much management is enough? Stakeholder views on forest management in fire-prone areas in central Portugal

With the increasing pressure to improve the contribution of forests to help dealing with global changes, it is critical to understand the different perceptions of those involved in the forest. How do forest owners, managers and members of local communities who often depend on the forest, value it and what are the problems affecting the forests in terms of being able to meet these new challenges?In Portugal, this task has taken on an even greater priority as more than 90% of the forest is private and forest management relies on the individual decisions of thousands of forest owners. To understand stakeholder views on forest and forest management, a transversal social perception survey was implemented in the form of a case study of central Portugal which included decision-makers, local technicians, forest owners and the general public.The results show that there is a consensus on the main issues affecting forests and forest management. A shift from classic forest owners to the emergence of indifferent forest owners was observed, although this shift has not been recognized by the forest owners in the survey, who maintain the individual management of their properties.     

Surveys in Private and Communal Forests: Data Collection Methods in Bavaria

More than half of the forest land in Bavaria belongs to private forest owners, who contribute a large amount of the industrial timber supply. The level of information about private forests is in comparison to the communal forests inadequate. The increasing demand for data about the forest sector in Bavaria can be partially covered by regular inventories but requires supplementary monitoring activities. Regular surveys based on voluntary participation deliver data, but often do not fulfil statistical requirements due to low response rates of 15–20% to postal surveys. The Bavarian annual postal cutting survey has been built up over 5 years using a roster of voluntary participants. This pragmatic and cost-effective approach provides reliable data for statistical purposes and gives insight in the forest management activities of small-scale forest owners. Recent technical developments, in particular the availability of grids and digital land-use maps, facilitate the random sampling of forest owners. This approach has been applied in a climate change project, but the results did not meet the expectations because of low response rates. The rather labour- and cost-intensive census of forest owners as applied in the project in Eastern Bavaria cannot be recommended except in exceptional circumstances. In the described project a qualitative approach with four distinct questionnaires has been adopted in order to identify ways to reach forest owners that are either not interested in their forests or do not respond to requests. Due to low response rates the objectives of the study could only be partially achieved.     

Integrating wild mushrooms use into a model of sustainable management for indigenous community forests

Recently, the importance of fungal resources has been brought to the forefront due to their ecological and economical importance. There have been many efforts to record their diversity at local and regional scales. However, few studies deal with the potential value of fungi for the development of local communities, particularly in developing countries. The present study presents the results of a five-year inventory of useful mushrooms in the communal land of Ixtlan de Juarez, Oaxaca. We use the species list to analyze the real possibility of local communities incorporating these resources into a model of local development exploiting wood and non-wood forest products in the context of Smart wood certification. The model discusses three main strategies for mushroom management (diversification of forest exploitation, incorporation of soil function to forestry and fungal technology development); in each case we also discuss the viability and infrastructure necessary to implement it. We identified a total of 159 taxa of useful mushrooms and provide information on their habit, substrate, abundance and recorded use. Thirteen taxa were Ascomycetes and 146 Basidiomycetes; belonging to 42 families and 73 genera. A total of 38 taxa (23.9%) were new records for the state of Oaxaca. This is, to date, the most comprehensive list of useful mushrooms presented in Mexico. It demonstrates the huge mycological diversity of these resources present in the Juarez’ Mountain Range. A total of 113 species are edible, 38 species have direct applications in forest management, 19 species have medicinal properties, 12 are toxic and 12 species have recorded biotechnological applications. The diversity and heterogeneity of potential uses of these resources represent a challenging opportunity for local communities. Product diversification is a fundamental strategy to integrate a model of sustainable forest exploitation. We concluded that communities developing forestry activities must be aware of the functional properties of ectomycorrhizal and saprotrophic fungi to include them in their own forest management plans. We also outline a set of common steps for initiating sustainable and diversified forestry practices which include: awareness-raising targeted to local authorities and forestry technicians on the ecological importance of mushrooms; illustrated catalogues on useful species accessible to all the communities, which would allow taxonomic identification for all species; local technical capacity to obtain and disseminate strains of mycorrhizal and saprotrophic fungi; obtaining resources to develop infrastructure to cultivate mushrooms, among many others projects.     

The formation of small-scale forestry in countries with economies in transition: Observations from Lithuania

Lithuania has been undergoing a transition from one political culture (based on a centrally planned economy and a one-party system) to a radically different political culture (market economy and a democratic political system). After the declaration of independence in Lithuania, some new phenomena emerged in forestry: the privatisation of forest industry, the formation of a free timber market; increasing timber export levels; and new modes of ownership (private forests) and enterprise (private business logging companies). Private forest owners control approximately 680,000 ha of forest, 33% of the total forest area, projected to increase to 40–45% in the future. Small-scale private forestry is developing in Lithuania but there is a lack of information about the objectives and problems of private forest owners. This paper presents the main results of a survey carried out in 2004 by the Lithuanian Forest Research Institute. The most important forest ownership objectives are firewood production for home consumption, income generation from wood and non-wood product sales, and protection of nature and biodiversity. The main problems for private forest owners are that the forest properties are too small to achieve efficiency, owners lack money for silviculture activities and there is a heavy bureaucratic system for forest-related activity documentation. A cluster analysis of respondents’ ratings of importance for various forest management objectives reveals four groups of private forest owners. These groups are named according to their dominant management objective, as multi-objective owners, businessmen, consumers and ecologists.     

Intentional Systems Management

Summary

The commercial harvest of wild edible forest mushrooms has increased dramatically in the Pacific Northwest United States during the last decade, creating public and managerial concerns about potential over-harvesting. These concerns have prompted Federal land m anagement agencies and research organizations to undertake a variety of research projects addressing the ecological impacts and long-term sustainability of widespread harvesting. This article lists and briefly describes 25 ongoing research projects investigating the three most important forest mushroom genera of commerce; matsutake, morels, and chanterelles. We finish by describing future Federal directions in regional research and monitoring designed to ensure sustainable harvests through long-term cooperative monitoring involving multiple stakeholders, especially interested publics.     

Carbon banking: Creating flexibility for forest owners

The focus of forest-based systems for sequestering carbon has largely been on creating permanent stores of carbon on defined areas of land with a single payment to the forest owner for the carbon. In terms of forest management, this focus leads to two outcomes, continuing production of timber if the forest area is sufficiently large to create an effective permanent carbon pool, or a cessation of harvesting if the forest area is too small. In addition, the payment system for carbon is generally based on matching a specific buyer and seller of carbon using a single payment to the forest owner. In combination, both of these factors create a carbon sequestration system that is too inflexible to attract anything but the largest land or forest owners. The paper presents an alternative system for carbon sequestration, carbon banking. Carbon banking treats sequestered carbon in the same way that a financial institution treats capital. In essence, forest owners ‘deposit’ carbon, in exchange for an annual payment, and those who need carbon offsets ‘borrow’ carbon by making an annual payment. The role of the carbon bank is to aggregate deposits of carbon and use these to meet various demands for carbon. There are a number of benefits of this system. It provides an opportunity for small forest owners with different types, age classes and management strategies to participate in carbon markets because payments are based on current carbon sequestered. It also allows participants in the carbon market to receive current value for carbon rather than what effectively represents the capitalised value of the future benefits of sequestering carbon, thus removing some uncertainty about locking into the wrong value for carbon.