1 REGENERATING OREGON'S FORESTS Cleary, Brian D., Robert D. Greaves, and Richard R. Hermann. 1978. Regenerating Oregon's Forests, A Guide For the Regeneration Forester. Oregon State University School of Forestry. Corvallis, Oregon (Note: This document addresses seed selection for reforestation and the development of seed zones in Oregon. The purpose for including this paper in a series of studies having to do with gene conservation for salmonids, is to show how gene conservation measures have been used in industrial forestry in Oregon. Actually, gene conservation policy in forestry predates gene conservation for salmonids in Oregon. In 1938, Oregon scientists developed a management theory called the Home Stream Theory for Salmon Management (Willis Rich 1938). This work recommended that since salmon return to their home steams to spawn, conservation of salmon should be based on protection of both the locally adapted salmon population and the stream habitats that sustain them. However, the theory was not generally applied, and hatchery programs moved salmon among watersheds as if salmon were a homogenous species. In 1978, Reg Reisenbichler and John McIntyre, published their work on hatchery and wild steelhead showing that hatchery fish were different than wild fish in fitness that affected survival. As research biologists began to define the value of local adaptation in salmon, forestry had already developed a policy on using locally adapted trees for reforestation. This document shows the reasoning behind this forest regeneration policy. This document addresses trees, but the principles are the same for salmon conservation. All passages and words in italics in the text are from the document and all passages reprinted below are quotes form the original document.) SEED SOURCES SELECTION AND GENETICS The properties and outward appearance of a tree (its phenotype) are the combined result of the interaction between the tree's genetic potential (its genotype) and the tree's environment. Each tree has a slightly different genotype and, therefore, a slightly different potential for development in a specific environment. Naturally-established trees are adapted to their environment; their genotypes have favorable survival and growth characteristics for that environment. The best adapted individual plants leave the most viable offspring, thus, the best adapted characteristics are perpetuated. Adaptation influences a tree's ability to reproduce, but does not necessarily coincide with the forester's desire for improved yield or increased quality. Trees in a warm and dry climate, for instance, are adapted for drought resistance. Foresters may desire to improve yield or quality in such areas through genetic selection, but without the general adaptation to drought, any improvement in yield or quality is impossible. Attempts to improve any tree characteristics by genetic selection must be done without sacrificing general adaptation. Furthermore, the "superiority" of any specific type or race of trees within a species must always be in reference to a given set of environmental conditions. No type or race is superior in all environments, or for all reforestation goals. To achieve the full benefits of genetic selection, or "improved seed" you must manage the tree's environment intensively. Genetic improvement is not a shortcut to less intensive management. Overstocking, or intensive vegetative competition, for example, will negate any increased genetic potential by creating adverse environmental conditions. If intensive management (for example, brush control or thinnings) is not planned, it is better to stick to local seed sources. Matching Seed Source With Site The seed source with the greatest general adaptation to a site is from the immediate vicinity of the area to be reforested. The problem in seed source selection is how to define "immediate vicinity". The immediate vicinity depends on the geographic area. The coastal strip from the crest of the Coast Range Mountains west has a fairly uniform climate in a north-to- south direction, but there are different, localized climates. Seed sources from a considerable distance to either the north or south of the planting area sometimes are considered "local," but it is still risky to use seed collected beyond the local area. In southern, or eastern Oregon where the climate and topography are more variable, local seed source usually implies the same aspect, same drainage, and same elevation. Nursery and growth room studies of seeds collected in the southern Cascade Mountains of Oregon had different seedling growth characteristics, depending on the altitude and topography (north versus south aspect) of the seed source. This suggested the existence of "aspect races" in Douglas fir. In general the more environmental conditions vary with distance, aspect, and elevation, the more restricted is the meaning of "local sources." Without actual experience there is no way to predict what distance from the planting site can be considered local without losing general adaptation. Based on experience and meteorological observations, a seed özone map has been constructed for Oregon. In general, seed within one zone can be moved to other localities within that zone at the same elevation without any major loss of adaptation. Restriction on north to south seed movement within a region should be based on a local assessment of the probability of drought or cold damage. In some locations, there is little evidence of elevational differentiation, while at other locations adhering to 500 foot elevation sub-zones may be more important. Since the pattern of climatic variation in most cases is continuous, zone borders should be viewed as arbitrary, administratively convenient borders. In some areas, however, distribution of a species is not continuous. East of the Cascade Mountains, boundaries such as intervening stretches of desert should be considered real restrictions for seed movement. The zone map will help you choose the correct seed variety for your area. Select your local seed zone as a first choice. Seed from adjacent zones is acceptable only if the environment of that zone is similar to your local zone. Seed zone maps can be improved only if good records of seed sources and subsequent performance of plantings (both seedling survival and growth rate) are kept. Performance should be monitored on permanently-marked sample trees. There is no better means of improving our knowledge of what constitutes "local" seed source in a given area. Seed buyers should purchase only certified seed to help insure that identification and labeling of seed origin is correct. In the Northwest, tree seed certification is done by the Oregon-Washington Interagency Forest Tree Seed Certification Program... Non-local Sources Using non-local seed sources for reforestation is risky throughout the rotation. Non-local seed may result in one of the following: total initial failure of seedlings to survive; good initial establishment, but plantation failure later in the rotation because of disease, or infrequent climatic extremes (for example, early or late season frosts); production of a less valuable crop because of lower quantity or inferior quality. Thus regeneration foresters must be extremely cautious in judging the success of a nonlocal source. Genotypes must be adapted to environmental extremes on a given site to be successful. The most selective forces in the environment, such as unusually droughty years, or early severe frosts, occur periodically, often at long intervals, during the life of a stand. Such infrequent events often determine the success or failure of a non-local source. For example, in a small provenance experiment near Corvallis, Oregon, a seed source from the west side of the Olympic Mountains (Forks) produced the fastest growing trees during initial establishment compared to other seed sources, including a local source. After 10 years, however, a severe drought killed a significant portion of the trees from nonlocal sources. Off-Site Plantations An off site plantation is a stand of trees incapable of fully utilizing the growth capacity of the site. Generally, off site plantations have been created by the use of seed or planting stock of unknown origin; the use of known, but unsuitable seed sources; planting ponderosa pine as a nurse crop on sever sites; and planting introduce species. Off site plantations usually show poor vigor and are particularly susceptible to snow breakage, frost injury, and attack by insects and diseases. Another serious problem of off site plantations is the introduction of genetically undesirable material through pollination of native trees by off site trees and establishment of natural reproduction from off site parents. Do not collect cones for seed from these off site plantations unless you know the origin of the parent tree. Planned Seed Production Production Areas You can establish seed production areas, relatively permanent seed sources of know origin that are easily accessible, instead of collecting seed from wild populations. There are two levels of selection, phenotypic and genotypic. Phenotypic selection (often called plus tree selection) is based solely on the appearance of the tree. The assumption is that progeny growing under similar conditions will perform in a manner similar to their parents. Genotypic selection is based on actual performance of progeny; less emphasis is put on appearance of parent trees. Whichever method is used, the real value of a parent tree for seed production can be determined only by the performance of its progeny under specified conditions. In many species, there is little correlation between the appearance of parent trees and performance of their progeny. In such cases, large expenditures on establishing seed production areas, or seed orchards, are hard to justify until the parent trees have yielded desirable progeny for particular situations. Seed Orchards You may wish to establish a seed orchard especially during the first generation, by planting the best individual trees from a wide variety of stands. Some genetic selection (that is, testing of progeny) should be a prerequisite before including a tree in a seed orchard. Test the progeny in more than one area Managing The Gene Pool Planting has largely replaced natural reseeding and has quickly altered the gene pool. A locally adapted, well- buffered, multi-species gene pool should not be thoughtlessly discarded. Existing strains are adapted to the site and are probably growing at the rate that long- term extremes of the environment permit. A tree imporvemental philosophy that will insure preservation of a large gene pool is needed. Ample amounts of the natural gene pool should be preserved by natural seeding and natural selection in many localities. We need a different kind of breeding in our forest species, in which the geneticist begins by assuming that the local strain already has been bred for most of the adaptation and buffering that is wanted, and he need change a strain only to the extent necessary to incorporate genes for safe enhancement of growth. Such a philosophy may sacrifice quick, short-term gains by not breeding for a pure genetic product, but will maximize long run gains by avoiding costly environmental and pest losses.