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a Dep. Biology and Ecology Center, Utah State University, Logan, UT 84322
b School of Forestry and Environmental Studies, Yale University, 370 Prospect Street, New Haven, CT 06511
c USDA-Natural Resources Conservation Service, Storrs, CT 06268, USA
* Corresponding author (andrew{at}biology.usu.edu)
| ABSTRACT |
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Abbreviations: FF, forest floor GLM, general linear model HH, hemlock/hardwood forest Hm, hemlock forest Hw, hardwood forest MRT, multivariate regression tree n, sample size O, organic PO, pine/other forest
| INTRODUCTION |
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A consequence of the lack of adequate sampling is that models of soil C and N cycling lack robust empirical data (Lexer et al., 1999; Burt et al., 2003). Baseline data are needed to better calibrate models of C and N cycling (Yost et al., 1993; Lexer and Honninger, 1998). In some cases it may be possible to collect these data in a factorial design that would parse the effect of each soil-forming factor (Cahallinor, 1967). In many cases, however, it will be impossible to sample all combinations of the soil-forming factors. For example, some forest tree species are not commonly found on steep slopes and other forest tree species are not commonly found on excessively drained soils.
As an alternative, baseline data can be collected in a way that can be readily used in spatially explicit nutrient budget models using GIS maps, in particular (Conant and Paustian, 2002; Coomes et al., 2002). Forest stand composition, soil series, and topography are common digitized layers in GIS models that provide a large amount of information on the soil-forming factors. Sampling designs that are stratified by these factors may not parse the individual effects of the soil-forming factors, but they will reflect the natural distribution of nutrient storage associated with these factors on the landscape (Garten and Ashwood, 2002).
Our objective was to provide estimates of C and N storage that were stratified by spatially explicit characteristics for which data are readily available: stand composition, soil series, and topography. We predicted that tree species with recalcitrant litter (Hemlock, Oak [Quercus spp.]) would demonstrate large C and N pools near the soil surface whereas forest stands with labile litter (Maple [Acer spp.], Ash [Fraxinus]) would demonstrate C and N pools that had moved deeper into the soil profile. We also predicted that soils with poor drainage would realize slower decomposition and demonstrate larger soil nutrient pools than soils with better drainage. Finally, we predicted that litter and soil nutrients would move downhill over time producing an accumulation of soil nutrients at the bottoms of hillslopes.
| MATERIALS AND METHODS |
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Forest clearing and grazing at the site was likely to homogenize the pre-agricultural effects of forest stand composition on soil nutrient storage, but was less likely to homogenize the effects of topography or drainage class on nutrient storage. Therefore, we assumed that variations in soil C and N storage observed today reflects the past 100 yr of tree growth and the longer-term effects associated with soil series and topography.
In 1993 the Yale-Myers Forest was composed of 29% hemlock, 32% oak, 20% pine [Pinus spp.], and 20% hardwoods. These forest species do not typically occur in monocultural stands, so for this study six stand compositions were selected to represent the forest types found in non-wetland forests across southern New England. Stand compositions were defined by tree basal area as follows: hardwoods (Hw) <25% hemlock, <50% oak, and <25% pine; hemlock/hardwood (HH) 25 to 60% hemlock, and <50% oak; oak (Oak) >50% oak; pine (Pine)
75% pine; pine/other (PO) 25 to 75% pine; and hemlock (Hm)
60% hemlock.
Hardwood plots were dominated by sugar maple (Acer saccharum Marsh)(13% of total tree cover in all plots), black birch (Betula lenta L.) (7%), black cherry (Prunus serotina Ehrh.) (7%) and pignut hickory (Carya glabra Mill Sweet.) (4%) with red maple (Acer rubrum L.) (1%), paper birch (Betula papyrifera Marsh) (1%), shagbark hickory (Carya ovata Mill.) (1%), bitternut hickory (Carya cordiformis Wang.) (1%), and white ash (Fraxinus americana L.) (2%) common. Oak plots were dominated by red oak (Quercus rubra L.) (20%) with some white oak (Q. alba L.) (1%). Pine plots were dominated by white pine (Pinus strobus L.) (19%) with some red pine (P. resinosa Ait.) (1%). Pine/other plots contained pines with any other tree species. Hemlock plots were dominated by eastern hemlock (24%).
Parent material at Yale-Myers Forest is mostly glaciofluvial and glacial till. The glaciofluvial till is derived from schist and gneiss and is a water sorted mixture of sand and gravel. One of the four soil series sampled in this study, the Hinckley series developed on the glaciofluvial deposits. The Hinckley soils are sandy-skeletal, mixed, mesic Typic Udorthents (Roberts, 1981). The glacial till at the site is derived from schist, gneiss, and granite and is a poorly sorted mixture of silt, sand, and clay (<18%) with pebbles, cobbles, and boulders that underlay a thin layer of loess (Peper and Pease, 1975). The remaining three soil series sampled in this study, the Charlton, Paxton, and Woodbridge soil series, developed on glacial till. Charlton soils are coarse-loamy, mixed, active, mesic Typic Dystrudepts. Paxton soils are coarse-loamy, mixed, active, mesic Oxyaquic Dystrudepts. Woodbridge soils are coarse-loamy, mixed, active, mesic Aquic Dystrudepts. The Hinckley soils are in the driest drainage class, excessively drained; followed by Charlton and Paxton soils, well drained; then by Woodbridge soils, moderately well drained.
Pinus spp. were common on the Hinckley soils and absent from Woodbridge soils. Tsuga canadensis was most common on the Woodbridge soils and absent from the Hinckley soils. All forest types were found on the Paxton and Charlton soils. These are the most common soils of upland forests in Connecticut, Rhode Island, and Massachusetts (Roberts, 1981).
Sampling Design
We sampled 56 plots at a scale (0.1-ha plots) that would be relevant to mapping units in soil series and forest cover maps (Pastor and Post, 1986). All plots were >100 m apart and <10 km apart. Plots were selected so that each of the six forest stand composition types were represented on the two dominant soil series (Table 1). Additional plots were selected to represent the relatively common Woodbridge and Hinckley soils even though all stand composition types did not exist on these soils. Plots selected according to forest cover type and soil series were also described by their topography. As a result, estimates of nutrient storage stratified by topographic classes were determined from a random sampling design that could not account for covariation in stand composition or soil series.
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0.1 ha. A top-of-slope classification was ascribed to all locations that were directly above a midslope and where the slope was <15%. A bottom-of-slope classification was ascribed to all locations that were directly below a midslope and where the slope was <15%. All remaining locations were classified as having a variable slope. To address variation in slope that occurred at scales smaller than 0.1 ha, microtopographic features (i.e., wind-throw pits) were noted. Wind-throw pits did not typically demonstrate exposed soil and their size and appearance indicated that they were a product of the hurricane of 1938 (Winer, 1955). Sampling points were classified as a wind-throw-pit or not a wind-throw-pit. Soils were sampled during the summers of 1997 and 1998 using two techniques: composite coring (n = 56) and excavation mensuration (n = 21). The composite coring procedure involved sampling five subplots (center and cardinal points) in each plot. Forest floor samples were removed by sawing around a 15 by 15 cm square template. The volume of the FF was determined by measuring the depth from the surface of the FF to the mineral soil on each of the four sides of the square template. Coarse woody material >1 cm in diameter was removed from FF samples.
After the FF was removed, a small diameter (4.1 cm) galvanized steel tube was plunged 6 cm below the mineral soil surface and extracted. Cores were measured from the bottom up and cut at 3 cm because compaction during sample extraction was assumed potentially large in the top 3 cm (03 cm) and relatively small in the bottom 3 cm (36 cm). Subsamples from the same plot and depth were composited. Samples from the 6- to 15-cm depth were removed from directly below the 0- to 6-cm samples whenever possible. Where coarse fragments prevented sampling directly below the 0- to 6-cm sample, samples were removed from the nearest undisturbed soils and within 0.5 m of the original sampling point.
A quantitative excavation technique was used to determine C and N storage below 15 cm and was performed as described in Huntington et al. (1988) with the following modifications. A 50 by 50 cm frame was secured to the ground and the pit was excavated in FF, 0- to 3-, 3- to 6-, 6- to 15-, 15- to 30-, 30- to 45-, 45- to 60-, and >60-cm layers. Samples were sieved through a 2-cm wire mesh in the field, weighed, and returned to the lab for analyses.
Samples were stored at <10°C before sample preparation. Forest floor samples were dried to a constant weight at 70°C, homogenized in a Wiley or Cyclotech mill to <2 mm and analyzed for total C and N content via dry combustion in a CHN elemental analyzer (LECO CNH-600). Mineral soil samples were dried to a constant weight at 105°C, sieved to <2 mm and analyzed for C and N content via dry combustion using three 200-mg subsamples from each sample. Fine roots and rocks >2 mm were removed and weighed. Bulk density was determined for the fine soil (<2 mm) only. Inorganic carbonate-C was assumed absent due to the silaceous parent material and moderate acidity (pH 24). Hydrogen ion concentrations (pH) were determined for homogenized samples using a 10:1, water/sample slurry for FF samples and a 1:1, water/sample slurry for mineral soil samples.
Statistical Analyses
The variation in soil C and N storage associated with stand composition, soil series, and topography were each tested individually using data from composited core samples (n = 56) and a general linear model (GLM) using SAS for Windows v. 8 (SAS Institute, Cary, NC). A two-way model was also developed to model C and N storage using both forest stand composition and soil series. Two-way models were run on both the complete dataset (n = 56) and a subset of data for which all stand composition/soil series combinations were present (n = 44; Table 1). Multiple means comparisons were accomplished using a Duncan test. In all cases, significant differences were accepted at P < 0.05.
It was not possible to sample all potential classification combinations because many combinations did not exist on the landscape. As a result our sampling design was not factorial. Despite the potential for confounding interactions between incomplete classification levels, we felt each classification was likely to provide explanatory power for variations in C and N storage on the landscape. To address this problem we used multivariate regression trees (MRTs) to determine combinations of site classifications that produced unique nutrient storage estimates (De'ath and Fabricius, 2000). Regression trees are well suited for datasets with missing treatment combinations, missing values, and high-order interactions and also provide decision criteria that are readily applied in GIS models (De'ath, 2002).
Regression trees divided data into groups using least squares splitting criterion that were based on environmental classifications (e.g., topography, soil series, and forest stand composition type). The first split in each tree divided the complete dataset into two groups according to the environmental classification that produced the greatest reduction in the sum of squares. The environmental classification that produced the greatest reduction was determined by comparing all the potential splits in the data. For example, splitting the dataset of C storage estimates into Hm and HH plots versus all other plots may explain 45% of the total sum of squares in the dataset, while splitting the dataset into top of slope versus all other slope positions may explain 10% of the total sum of squares in the dataset, and splitting the dataset into Charlton and Paxton soil series versus all other soil series may explain 30% of the total sum of squares in the dataset. In this case splitting the data according to forest composition type provides a superior reduction in the variation in the dataset and will be shown in the first split of the MRT.
Each split in an MRT was represented graphically as a branch in a tree. Each branch in the tree was labeled with the levels of the classification variable that were placed in that branch (e.g., Hm and HH versus all other forest composition types). The length of each branch represents the proportion of the total sum of squares explained by each split in the data. Regression trees used to model C and N storage were required to maintain at least three samples in each terminal node (leaf). A V-fold cross validation process, where V = 10, was used to identify the MRT with the smallest estimated error rate (De'ath and Fabricius, 2000). A bootstrap aggregation technique was then repeated 100 times and the resulting trees were combined by averaging to produce final MRTs with between four and nine terminal nodes. All MRTs were calculated using Salford systems CART 5.0 software for windows (Salford Systems, San Diego, CA).
| RESULTS |
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For the FF, C/N ratios did not differ between different stand composition types (F5,50 = 1.94, P = 0.10). However, C/N ratios found deeper in the soil profile did vary with stand composition (Table 2). Ratios of C/N in the mineral soil were lower in hardwood plots and higher in hemlock plots. This trend was significant in the 0- to 3-, 3- to 6-, and 6- to 15-cm depths (F5,50 = 3.21, 7.37, 2.97, P = 0.010, 0.0010, 0.020, respectively). Similarly, FF and mineral soil pH differed by a full unit between Hm (3.8) and Hw (4.9) plots. Differences in pH among forest stand composition types were greatest in the FF and significant in each depth strata to 15 cm (Table 3).
Soil Series
Mineral soil C storage (015 cm) was lower in Paxton soils than in Woodbridge or Hinckley soils (F3,52 = 4.07, P = 0.01; Fig. 2)
. Similarly, total C storage (FF15 cm) was lower in Paxton soils than in Hinckley soils (F3,52 = 2.90, P = 0.040; Fig. 2). Nitrogen pool sizes did not vary with soil series (F3,52 = 1.67, 1.36, P = 0.20, 0.30 for the FF and 0- to 15-cm strata, respectively). We also analyzed nutrient storage on the Charlton and Paxton soils alone because all stand composition types were represented on these two soil series. The Charlton soils were associated with more total C than the Paxton soils (F1,32 = 6.21, P = 0.020).
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The next terminal node, immediately to the right of the previously described node, was defined by Hm and PO plots on midslope positions and was predicted to store 6.4 kg C m2. The final two nodes, at the right end of the MRT are defined by HH, Hm, and PO forest composition types on Bottom of slope or Variable slope positions. Hemlock and PO plots on bottom of slope and variable slope positions were predicted to store 6.5 kg C m2. Hemlock/hardwood plots in the same slope positions were predicted to store 7.8 kg C m2.
Using the same procedure for total N storage (FF15 cm; g m2) we found that stand composition again provided a primary split in the data, but that subsequently dividing these data by soil series provided even greater explanatory power (Fig. 4b, Table 4). In this MRT HH, Hw, and Oak forest stand composition types were separated from Hm, Pine, and PO composition types in the primary split producing two pools of data with means of 340 and 280 g N m2, respectively. The N estimates associated with HH, Hw, and Oak composition types were then split according to soil series with plots on the Woodbridge soil series estimated to store 430 g N m2. These first two splits in the data explained 13 and 17% of the variation in the original data pool, respectively. Two additional splits in the data according to topography and soil series found more N associated with hillslopes and hill bottoms and the Charlton soil series. These final two splits in the data explained 2 and 7% of the variation in the original dataset, respectively. In this model, soil series were used in two separate nodes (splits). The first split by soil series explained 17% of the variation in the original dataset and the second split by soil series explained an additional 7% of the variation in the dataset. In the full model, therefore, soil series explained 24% (23%, without rounding errors) of the variation in the original dataset.
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| DISCUSSION |
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A closer examination of the MRT for N storage provided an explanation for this confounding interaction (Fig. 4b). When a secondary node explains more variation in the data than a primary node, it suggests that the factor in the secondary node is strongly associated with a subset of data. In this case, N storage in HH, Hw, and Oak forest stand types varied widely and consistently with soil series, but N storage in Hm, Pine, and PO forest stand composition types did not vary with soil series. This result is consistent with our observation that pine stands were not found on the Woodbridge soil series. This split also revealed that Hm stands stored very little N regardless of soil series. The results from this statistical tree demonstrate the ability of MRTs to produce meaningful predictions despite missing treatment combinations in the dataset.
Much of the variation in soil C and N storage associated with stand composition resulted from the unique litter found under hemlock stands. More specifically, the FF under Hm stands was more acidic, demonstrated higher C/N ratios, and stored 150 to 200% more C and N than pine or Hw stands (Table 2). Low pH is known to inhibit bacterial and some invertebrate (e.g., annelid) activity and may explain the increased nutrient storage in the FF and decreased storage in the mineral soil associated with Hm stands (Fig. 1). These data are particularly timely with respect to the woolly adelgid (Adelges tsugae Annand.) infestation, which threatens the growth of Hm across northeastern USA (Jenkins et al., 1999).
These results partially supported our prediction that forest stands with recalcitrant litter, such as Hm, stored larger nutrient pools at the surface and smaller nutrient pools deeper in the mineral soils than forest stands with more labile litter, such as in the Hw stands. There was little evidence from the one-way GLMs to support our prediction that soils with poor drainage would store more C or N. In fact, the Hinckley soils, which were in the driest drainage class and dominated by pine trees, demonstrated the greatest C storage (Fig. 2). Similarly, the Paxton soils, which are Oxyaquic Dystrudepts, stored less C and comparable amounts of N as their drier counterparts the Charlton soils, which are Typic Dystrudepts. Again, the MRT for N storage provided a potential explanation for these unexpected results. After isolating data from HH, Hw, and Oak stands in the first node of the tree, it was clear that the Woodbridge soil series (W), which is in the wettest drainage class, was associated with the greatest N storage, 430 g N m2 (Fig. 4b).
Regional Variation in Carbon and Nitrogen Storage
In this study, we observed that the strong association between forest stand composition and nutrient storage in the FF explains some variations in C and N storage. Results from this study and others would suggest that differential production and decomposition of leaf litter, by various forest tree species, plays a dominant role in determining the patterns of nutrient storage on the landscape (Cahallinor, 1967; Zinke, 1962; Finzi et al., 1998; Menyailo, 2002). However, regionally, nutrient storage varied more in the mineral soil than in the FF (Table 5). For example, C storage varied by 3.8 kg C m2 in the top 15 cm of mineral soil but only by 1.4 kg C m2 in the FF among eight similar sites in New England, USA. Therefore, it is likely that site factors that explain variation in the mineral soil will best explain regional variation in nutrient storage.
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Each of the site variables used in this study was associated with 20 to 40% differences in nutrient storage means. That is to say that Hm stands, Woodbridge soils, and hill bottoms accumulated 20 to 40% more C or N than pine stands, Charlton soils, or hill tops, respectively. However, agricultural practices of the last century, the introduction of exotic pests such as the woolly adelgid, and/or local climatic differences may exert at least as strong an effect on soil C and N pool sizes as forest stand composition or soil series. Modeling nutrient storage in this region will require extensive, rather than intensive, direct sampling at a regional scale.
| ACKNOWLEDGMENTS |
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| NOTES |
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Received for publication September 24, 2003.
| REFERENCES |
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