By Eva Colberg, postdoctoral fellow at Cornell University. Nearly all of Mauritius’s contemporary conservation plights are rooted in or exacerbated by the effects of invasive, non-native species. To see what restoration can do for the island’s few remaining forests, Dr. Eva Colberg joined members of the Tropical Island Biodiversity, Ecology & Conservation research group to visit (and weed) one of the island’s forest restoration sites.
Red stems of strawberry guava (Psidium cattleyanum) form a wall dense enough to prevent walking through most of Mauritius’s remaining forests. Beyond impeding movement, the thick guava understory also reduces overstory tree fitness and disrupts native forest growth and succession. Originally from South America, strawberry guava is a classic case of a non-native, invasive species outcompeting and reducing habitat quality outside its native range (and islands are particularly vulnerable to invasion).
The ongoing onslaught of invasion means there’s no time to waste for restoration ecologists like F.B. Vincent Florens, Associate Professor at the University of Mauritius. “We have so many rare species on the brink of extinction [over 80% of the island’s endemic flowering plants are threatened], and have to work at the same time and learn as we go.” His life experience and ecological studies point to invasive species management as the island’s best hope for restoration and conservation, which he likens to healthcare. “First you save the person from dying and then you can treat the other issues.”
Despite decades’ worth of evidence pointing to the efficacy of invasive plant removal in Mauritius, it still isn’t widely implemented. Less than 5% of the island’s few remaining forests have been weeded of invasive plants, and even the best-protected forests are already dominated by invasive undergrowth. Frustratingly, some of the resources that could be used for invasive removal have instead hindered restoration via removal of native pioneer and nurse tree species. “We can do a lot of science, can come up with a lot of facts, but how do we get people to do what they don’t want to do?” Indeed, it’s far easier to uproot a small plant than to change someone’s mind, and Prof. Florens has an entire country to convince that saving their native forests is not only possible, but worth the effort.
Leighton Reid is an assistant professor of ecological restoration in the School of Plant and Environmental Sciences at Virginia Tech. Ryan Klopf is the Mountain Region supervisor and natural areas science coordinator for the Virginia Natural Heritage Program. They describe a new research project that aims to understand how an important restoration tool impacts the population dynamics of federally threatened small whorled pogonia orchids. This project has an open PhD position available to start in January 2023; details can be found at the end of this post.
Deep in the heart of Virginia’s Shenandoah Valley, nestled against the western edge of the Blue Ridge Mountains, two clusters of small, green orchids grow in the dappled sunlight of a woodland understory. The orchids are small whorled pogonias (Isotria medeoloides) – a rare species that is considered threatened by the United States government because its population is declining so quickly that it could become endangered in the foreseeable future. We have monitored these populations for the past two summers, keeping tabs on every individual, to learn how this species is affected by one of the most important restoration tools in North America – prescribed fire.
Small whorled pogonia
As their name implies, small whorled pogonias are small (≤25 cm) and whorled (their leaves radiate outward from the stem). This species is a member of the Pogonieae, an orchid tribe that includes species in Asia and eastern North America. Its closest relative is the large whorled pogonia (I. verticillata) which sometimes grows alongside small whorled pogonia, but is distinguished by its purplish stem (small whorled pogonia has a whitish green, glaucous stem).
Small whorled pogonias emerge from the leaf litter in late spring and in some years produce one or two solitary greenish yellow flowers, particularly when plants are exposed to more sunlight. Their flowers do not require any help with pollination; they produce the same amount of seed whether they are cross-pollinated or pollinate themselves.
The seeds themselves are tiny – like vanilla seeds, which are in the same orchid sub-family (Vanilloideae). The parent plant (which is usually both a mother and a father) provides almost no resources at all to its offspring. Each seed’s fate is closely linked to whether or not it finds a mycorrhizal fungus in the Russulaceae family to help it acquire the resources that it needs to survive and grow. In a typical relationship between plants and mycorrhizal fungus, the fungus scours the soil for nutrients like nitrogen and phosphorus and provides them to the plant in return for energy in the form of carbohydrates, which the plant produces through photosynthesis.
Fire and water at Mount Joy Pond
The story of this research project begins about 80 years ago, in a DuPont chemical plant in Waynesboro, Virginia. In the 1930s-1950s, the DuPont facility used mercury to produce rayon – a synthetic, silk-like fiber. Some of the mercury escaped from the plant and leaked into the South River – a tributary of the Shenandoah River. Mercury is a neurotoxin, and in the environment it can accumulate to dangerous levels in animals that are higher on the food chain, like fish. For many years, people living along the South River have been warned about the poor water quality and advised not to eat the fish.
In 2016, DuPont reached a $50 million USD settlement with the United States Department of Justice, the Department of the Interior, and the Commonwealth of Virginia to restore habitat for wildlife in the South River watershed, enhance water quality, and improve recreational areas. This settlement represented one of the largest environmental damage settlements in United States history.
Some of the DuPont settlement money was allocated to the Virginia Natural Heritage Program, a division of the Virginia Department of Conservation and Recreation that uses science-based conservation to protect Virginia’s plants and animals. Specifically, funds were provided to allow the Virginia Natural Heritage Program to protect and restore woodland habitat surrounding a unique wetland at the Mount Joy Pond Natural Area Preserve in Augusta County.
Briefly, Mount Joy Pond is a Shenandoah Valley Sinkhole community; that is, it is a groundwater-controlled wetland that floods intermittently when water percolates up through underlying carbonate rocks and then floods over the top of a clay lens perched in a layer of soil derived from the overlying sedimentary rocks. When this happens, the water becomes trapped, like water in a saucer. This unique situation creates wetland habitats which have persisted for the past 15,000 years and contain numerous rare and disjunct species, including the globally rare Virginia sneezeweed (Helenium virginicum). There are several dozen Shenandoah Sinkhole ponds, but only a handful of them are protected.
In the past, Mount Joy Pond filled with water every few years, but in recent decades it has filled up less and less often. To restore the wetland’s hydrology, the Virginia Natural Heritage Program set out to thin the surrounding forest and re-introduce fire to prevent fire intolerant trees, such as red maple, from regenerating. This may sound counterintuitive to some, but the logic is this:
Each tree is like a drinking straw sucking water out of the ground and releasing it into the air via transpiration. If there are a lot of trees, the groundwater may stay too low to fill up the pond.
Fire used to be much more common in the Shenandoah Valley. Prior to European colonization, Indigenous People burned the landscape and maintained much of it as savanna and open woodland – ecosystem types that have fewer trees than present day forests.
By removing some trees and reintroducing a regular fire cycle, land managers at Mount Joy Pond Natural Area Preserve can restore an open woodland and raise the groundwater level, causing the pond to flood more often.
The Virginia Natural Heritage Program began to implement this restoration project in 2017, and the first thinning operations and burn were a success. In the years since, the groundwater level appears to have gone up, suggesting that the hydrological restoration plan is working.
Small whorled pogonia discovery
In the first spring after that first fire, a botanist was surveying the burned woods near the pond and found something unexpected – a small population of small whorled pogonia orchids, which had not been seen previously in the preserve despite extensive surveying by the Virginia Natural Heritage Program’s inventory team. Were the orchids there all along and nobody noticed them? Maybe. Or maybe the fire helped the orchid population emerge after years of suppression in the dense leaf litter in the shady understory.
The story became more complicated later that summer when a more intensive search turned up a second population of small whorled pogonia orchids on the preserve – this one in an area that had not been burned.
The immediate consequence of discovering the new pogonia populations was that the United States Fish and Wildlife Service expressed concerns that future fire management might be detrimental to this threatened species. Nobody had studied how small whorled pogonia responds to fire, and there was a chance that burning could damage the population, even if it was good for the nearby pond’s hydrology. Of course, there was also a chance that not burning could damage the population. With fire, inaction is still an action.
To help settle the issue, the United States Fish and Wildlife Service agreed to sponsor a PhD student to study the small whorled pogonias at Mount Joy Pond and figure out how their population dynamics are impacted by prescribed fire.
Effects of prescribed fire on small whorled pogonia orchids
The main goal of our ongoing research is to understand how prescribed fire impacts small whorled pogonias. To do this, we will map and monitor the two subpopulations and the woodland plant communities in which they live. Over the next two years, one of the two subpopulations will be burned during a winter or early spring prescribed fire, and we will continue monitoring to document changes in plant vigor, reproduction, and population size. We will pay special attention to the light environment, which seems to be important for small whorled pogonia reproduction, and to the diversity and composition of soil fungi, which are important for small whorled pogonia emergence. We will also conduct annual surveys of the entire reserve to search for additional populations.
This project is just beginning. To date, we have monitored the two populations for two growing seasons (2021, 2022). There is still much work to be done. One of the next steps will be to produce an accurate map of each plant’s location, which will require centimeter-level precision using high-quality GPS equipment under a forest canopy.
We are currently seeking a PhD student to lead this research project starting in January 2023. A description of this opportunity is below. This project is an excellent opportunity for a student to develop expertise in ecological restoration and threatened species conservation from both a scientific perspective and an on-the-ground land management perspective.
Ultimately, the results of from this study will inform management of natural areas and small whorled pogonia restoration projects throughout the species’ wide range – from Ontario to Georgia.
Leighton Reid describes new research linking slow forest recovery to the ancient and protracted isolation that has made Madagascar a hotspot of global endemism – plus an example of working with local farmers to overcome these challenges and restore native rain forest.
Madagascar is a special place with a special history. Separated by ocean from Africa and India for the last 88 million years, this isolated tropical island has fostered the evolution of plants and animals found nowhere else on Earth. Lemurs, couas, and the plant family Sarcolaenaceae are all examples of organisms that evolved only in Madagascar. Collectively, such endemic species make up more than 80% of all plants and animals there.
Madagascar also has special problems. Almost half of the island’s forest has been cleared for agriculture since 1953, and remaining forests are at imminent risk. One recent study projected that if deforestation rates do not diminish soon, 93% of eastern Malagasy rain forest could be gone by 2070.
The combination of a large proportion of endemic species and a high degree of habitat loss makes Madagascar a biodiversity hotspot. Some people call Madagascar one of the hottest hotspots because its endemism and habitat loss are so extreme.
This week, a new study led by UC Berkeley PhD student Kat Culbertson identified another special problem in Madagascar: following disturbance, Malagasy forests recovery very slowly. Compared to other tropical forests around the world, Malagasy rain forests recover only about a quarter (26%) as much biomass in their first 20 years of recovery. Dry forests in Madagascar also recover more slowly, recovering just 35% as much biomass as American tropical dry forests over the same time period.
Why do Malagasy forests recover more slowly than forests in other regions? The answer may be related to Madagascar’s unusual evolutionary history. Culbertson and her co-authors developed four hypotheses and reviewed an array of scientific literature to evaluate support for each one.
Four ways that Madagascar’s unique history could lead to slow forest recovery
1. Native Malagasy forests lack resilience to shifting nutrient and fire regimes from current farming practices.Many rural people across Madagascar practice tavy, a farming method that involves clearing forest, burning it, and then growing rice – a staple crop. After one or a few years of growing rice, the land is allowed to recuperate for several years before it is cultivated again. In other tropical forest locations, such as southern Mexico where humans have farmed for thousands of years, similar practices can coexist with native forests, but Malagasy forests seem to have little resilience to tavy, as least at the intensity with which it is practiced today. For example, in eastern Madagascar, a 3-5 year tavy cycle can cause a native forest to transition to permanent herbaceous vegetation in just 20-40 years. The soil nutrient stocks in that fallow field may be as little as 1-6.5% of soil nutrients stocks in intact forest.
2. Madagascar is an island, and islands tend to have more problems with invasive species. Goats in the Galapagos, brown tree snakes in Guam, acacia in Hawaii, and rats everywhere – these are just some of the ways that island ecosystems have been overwhelmed and transformed by invasive species. Madagascar is no exception. Rain forest regeneration at Ranomafana is stalled by invasive guava, eucalyptus, and rose apple, while dry forest regeneration at Berenty is inhibited by a vine – Cissus quadrangularis. People in Madagascar have many more anecdotes about problems with invasive species like silver oak and Melaleuca quiquenervia, although the extent and impact of these invaders on forest recovery have not yet been studied.
3. Old, weathered soils have favored the evolution of slow-growing native plants. Madagascar is not only an island, it is a very old island, and as such its soils have been weathered and depleted of important nutrients like phosphorus. It’s hard to separate the effect of inherently low nutrient availability due to being an old island from the effect of human-induced nutrient scarcity through tavy, but one comparison of phosphorus content in rice stalks showed that phosphorus content was 10× lower in Madagascar compared to the rest of sub-Saharan Africa. If native trees have evolved to grow more slowly in Madagascar because of low nutrient availability, then on average exotic tree species should grow faster than native Malagasy ones in the same gardens. This has been shown in a few cases, but a more compelling analysis would need more species.
4. Finally, Malagasy forests have dysfunctional seed dispersal. One way in which Madagascar is different from other tropical areas is that by and large its trees have evolved to have their fruits dispersed by lemurs. Unfortunately, many of the lemurs that could disperse Malagasy tree fruits are either extinct or endangered – in many cases due to a combination of hunting and habitat loss. Moreover, the lemurs that remain are reluctant to venture outside of forest fragments (perhaps with good reason) and so they are unable to disperse seeds to regenerating farmlands that most need them.
In essence, the ancient and protracted isolation that has made Madagascar so unique has also made it uniquely vulnerable to contemporary changes like deforestation, fire, and agriculture. The result is an unfortunate combination: Madagascar not only has some of the highest deforestation rates, it is also one of the places least ecologically equipped to rebound from those disturbances.
The way forward – working with local people
Despite these challenges, Madagascar has committed to restoring four million hectares of lost habitat by 2030, an area nearly 7% the total national territory. This is a tall order in a country where technical difficulties are high and financial resources are often low, but it can be done, and the way forward, undoubtedly, is to work with local people.
One group that exemplifies bottom-up restoration is GreenAgain, a non-profit restoring native rain forest and supporting rural livelihoods in eastern Madagascar. GreenAgain is led and staffed by farmer-practitioners whose neighbors, family, and friends contract with GreenAgain to design, plant, and monitor diverse native forests on their lands. Last year, GreenAgain staff planted 20,000 trees across central eastern Madagascar, each one carried by hand, on foot, from one of eight regional tree nurseries. The rural farmers at GreenAgain collect rigorous data on tree survival and growth and collaborate with scientists to analyze and share the results of their tree planting experiments.
For example, one of the earliest experiments at GreenAgain was an assay of tree planting strategies intended to improve native tree seedling survival during plantings that occur in the dry season. Trees planted during the dry season typically have high mortality, sometimes in excess of 40%. One of the strategies that local farmers recommended to improve survival was to erect small teepees over each seedling using the leaves of a common fern, Dicranopteris linearis. These structures are temporary – they eventually dry out and blow away – but GreenAgain’s experiment showed that they reduced transplant shock (i.e., mortality in the first few weeks) by 75% compared to seedlings that were left to bake in the hot sun. In contrast, many of the other treatments had no discernable effect.
To analyze and publish these findings, GreenAgain partnered with an award-winning undergraduate researcher, Chris Logan, in my lab at Virginia Tech, who led a peer-reviewed paper that is now available at Restoration Ecology.
Could technological solutions like hydrogels or irrigation systems produce greater improvements in dry season tree survival? Yes – they probably could for a certain price, but homegrown solutions like fern leaf shade tents are free and easily accessible to any person doing restoration across eastern Madagascar. They are also more likely to be used because they were developed by local people.
This study also showed that some native tree species are much better at coping with dry season stress than other species, so another possible solution for dry season plantings could be to plant only the tough survivors. Once those trees survive and begin to produce shade, fern leaf tents may not even be needed anymore to help more sensitive native species survive and grow.
To read more about ongoing restoration and ecological research in Madagascar, read our new review of how Madagascar’s evolutionary history limits forest recovery and our new open-access paper about strategies for dry season plantings in eastern Madagascar.
If you are in a position to support the work of local farmers restoring rain forests in eastern Madagascar, consider donating to GreenAgain at their website, greenagainmadagascar.org.
By Estefania P. Fernandez Barrancos, a PhD candidate in Biology at the University of Missouri – St. Louis and a fellow of the Whitney R. Harris World Ecology Center. Her most recent research paper in Forest Ecology and Management is freely available through March 9th.
When most people walk through a forest the last thing they probably look at is dead vegetation, and unless you are an avid mushroom harvester you probably don’t even notice dead logs. However, dead wood stores an important amount of carbon. An amount important enough that if dead wood disappeared it could promote more changes to our already rapidly changing climate.
Dead wood is also a crucial habitat for many organisms such as fungi, insects, and birds. Many insects and fungi use dead wood as a source of food and nutrients, and several species of birds are only able to nest in dead logs.
Anthropogenic disturbances, such as logging and deforestation, can significantly decrease the amounts of dead wood present on the forest floor, sometimes leading to losses of up to 98% of dead wood. The implications of dead wood loss are potentially warmer temperatures due to the release of carbon contained in dead wood as well as the loss of habitat that is critical to many forest organisms. Tropical ecosystems contain some of the most biodiverse habitats on Earth, yet they are among the ecosystems that suffer the most from anthropogenic disturbance. For example, most forests in the county of Coto Brus in Southern Costa Rica, our study area, were transformed into cattle pasture or coffee plantations in the 1950s-1980s. Today, the landscape consists of a mosaic of cattle pasture, coffee plantations, and small forest remnants.
Forest restoration is the process of assisting the recovery of an ecosystem that has been damaged or destroyed (SER International Standards) and it has a high potential to reverse the problem of dead wood loss through different strategies. In the Tropics, the most common restoration strategies are passive and active restoration. Passive restoration consists of allowing an ecosystem to recover with minimal to no human input. In contrast, active restoration consists of assisting the ecosystem in its recovery through actions such as tree planting.
Recently, I studied the pattern of dead wood re-accumulation through time after disturbance in southern Costa Rica as well as the effectiveness of passive and active restoration at recovering dead wood as it is found in undisturbed forests. To evaluate dead wood accumulation through time, my team and I surveyed dead wood volumes inside 35 forest patches of increasing ages (from 3 to over 100 years old) that were former coffee plantations. We evaluated the effectiveness of active vs. passive restoration at recovering dead wood by surveying dead wood volumes inside 17-year old passive and active restoration plots and inside nearby old-growth forests. Our passive restoration treatment was represented by natural regeneration plots around which fences were established to exclude cattle and where vegetation was allowed to re-establish naturally. Our active restoration treatment was represented by restoration plantations, where seedlings of two native (Terminalia amazonia and Vochysia guatemalensis) and two naturalized (Inga edulis and Erythrina poeppegiana) tree species were planted 17 years ago to facilitate the re-establishment of vegetation. Our reference ecosystem included nearby old-growth forests over 100 years old.
We found that dead wood recovers following a logistic shape through time in our study area: volumes are low initially, increase rapidly, and then plateau. The low volumes of dead wood at the beginning of succession could be explained by the fact that most of the wood remains are typically harvested by local inhabitants after lands are abandoned in our study area. As pioneer trees recolonize abandoned coffee plantations and subsequently die, they produce dead wood. As the forest grows older, there is a mix of short-lived pioneer trees and long-lived trees which contribute to large amounts of dead wood on the forest floor through branchfall and their own deaths.
We also found that restoration plantations contain 41% of dead wood amounts found in old-growth forests, whereas natural regeneration only contained 1.7% of dead wood volumes found in old-growth forests. The extremely low recovery of dead wood in natural regeneration might be explained by the fact that our natural regeneration plots were dominated by exotic grasses which typically hamper tree colonization. If there are no trees growing in the plots, there cannot be dead wood either. This is an important finding, because it shows that restoration plantations area a faster and more efficient way to recover dead wood in this fragmented, pasture-dominated landscape, even though this restoration strategy might be more time consuming and expensive due to the costs and time of planting seedlings.
Overall, our study unveils an important forest process, showing that dead wood carbon pools recover following a dynamic logistic pattern through time in this Neotropical forest region. Knowing that dead wood is 50% carbon, our findings allow us to predict carbon stocks in Neotropical forests more accurately. Our study also shows that restoration plantations accelerate the recovery of dead wood carbon pools in this Neotropical ecosystem, and potentially promote the preservation of dead wood-associated biodiversity.
For more information, see our recent paper in Forest Ecology and Management, which is freely available online through March 8th, 2022.
Rakan “Zak” Zahawi is the executive director of the Charles Darwin Foundation in Galápagos, Ecuador. He and his collaborator, Rebecca Cole, partnered with a coffee processing plant to repurpose farm waste and help restore a rainforest. Read more about the project in an open access article in Ecological Solutions and Evidence.
From the very first time I saw the results of the orange peel project on the ground back in 2004 I was sold! What a brilliant idea I thought – use the waste products generated from the production of orange juice (and any related citrus products) to regenerate degraded habitats where expansive dry forests were once found. The idea was Dan Janzen’s, an ecologist at the University of Pennsylvania who has worked in northern Costa Rica for the better part of 50 years. At the time I was working for the Organization for Tropical Studies (OTS) and given that I work as an ecologist in forest restoration, a colleague thought I might be interested.
The idea is simple, take truckloads of agricultural waste (in this case orange peels) and spread them in a layer ~0.5 m thick across hectares of extremely degraded land dominated by forage grasses. Under the tropical sun this layer generates an enormous amount of heat, and in the process of ‘cooking’ down it asphyxiates and kills the forage grass that is notoriously difficult to eradicate. At the same time, birds and other seed dispersers visit the site, attracted by the abundant larvae helping to decompose the material. The net result is a lot of organic material and nutrients and many seeds dispersed combining to help jump-start the recovery of a degraded habitat and return it to a forested state.
I never forgot that visit and over the years that I worked in southern Costa Rica as Director of the Las Cruces Biological Station (a field station run by OTS) I always thought of trying the study there. The difference was that there was no orange production in the region but another agricultural byproduct was widely available – coffee pulp waste! I wondered – could the results of the orange project be replicated with another agricultural waste product? While the idea was always on my mind, it took more than a decade for me to actually test it after Rebecca Cole, a long-term research colleague who was based at the University of Hawaii expressed interest in collaborating.
With funds secured from the March Conservation Fund, we setup a modest pilot study with a 35 × 45 m plot buried half a meter deep. That’s 30 dump trucks – or 360 m3 of material! As with the orange peel study, this land was primarily degraded pasture and would have been slow to recover on its own. We monitored this and an adjacent similar-sized plot for 2 years and the results were nothing short of spectacular. While the control treatment languished with overgrown grasses with a few shrubs, the coffee waste plot was completely transformed. The grass was smothered and in its place a patch of young trees. All species were pioneers but they are nonetheless critical to the recovery process – and the fact that they dominated the entire plot was really promising. With time it is hoped that more mature forest species will come into this system and establish – and with a young canopy of pioneers providing a little shade, the conditions are perfect for this to happen!
This study is a small pilot project, but the results speak for themselves. So does the coffee industry! Every year, millions of tons of coffee pulp waste are generated and finding a way to not only dispose of this waste in an ecologically sound manner, but also use it for habitat recovery is a win-win for everybody. It is exceedingly rare for industry to be able to pair up so seamlessly with conservation and restoration that it is hard to believe. Of course, there are hurdles – such as governmental regulations that manage such waste products, but the potential here is enormous. And the next challenge before us is to see if we can bring this idea to scale and test the methodology across big areas of degraded habitat in the tropics. We will keep you posted!
Read more about this project in a recent open-access article published in Ecological Solutions and Evidence.
Mike Saxton is an ecologist restoration specialist at Shaw Nature Reserve, a 10 km2 mosaic of restored and reconstructed woodlands, prairies, wetlands, and riparian forest along the Meramec River in Gray Summit, Missouri.
For most land managers, there aren’t enough hours in the day. Between invasive species management, native seed collection and prescribed fire implementation, there are never enough boots on the ground. Add in equipment break downs, erratic weather and administrative tasks and it’s no surprise that with so many balls in the air, something gets dropped. Far too often, we drop the ball on science and monitoring, which are critically important for biodiversity-driven ecosystem management and restoration. Research and monitoring can, in some cases, be expensive; usually they take a certain amount of specialization, and they most certainly take time. For these reasons and many others, land managers build partnerships with universities, collaborate with outside agencies, and engage the public in community science to meet research and monitoring needs.
What follows is an example of a highly successful partnership between non-profit organizations, a private consulting group, and a federal agency to better understand and protect a federally endangered species.
In 2017, Shaw Nature Reserve hosted a Bioblitz partnering with the non-profit Academy of Science, St. Louis. For two days, participants combed the area looking for as many plant and animal species as they could find. A single federally endangered Indiana bat (Myotis sodalis) was captured during an evening mist netting session along a riparian corridor, marking the first time this species was documented at the Nature Reserve.
Wildheart Ecology, the local consulting firm which carried out the Bioblitz bat survey, returned in the summer of 2018 to deploy acoustic detectors to further document bat populations at the Nature Reserve. The data revealed the presence of nine different species, including the Indiana bat, the endangered gray bat (Myotis grisescens), and several other species of conservation concern.
After these surprising and impressive findings, scientists at the U.S. Fish and Wildlife Service carried out mist netting in summer 2019 at the Nature Reserve to gather more information about the federally endangered population of Indiana bats. Netted individuals were tagged and fitted with tiny transponders. Using telemetry, USFWS staff were able to locate a maternal roost colony tree in the Meramec River flood plain. After multiple emergence sampling events conducted at dusk, the population is estimated to be 150+ individuals, making it one of the largest recorded in Missouri.
So how did Shaw Nature Reserve end up with one of the state’s largest populations of at-risk bat species? The story begins in fall 2015, when a major flooding event on the Meramec River deposited large amounts of woody biomass and created logjams in the Nature Reserve’s floodplain. Another major flooding event in the spring 2017 compounded these conditions. In the fall of 2017, moderate drought gripped the region, drying leaf litter and woody fuels on the forest floor. In November of that year and on a low humidity day in drought conditions, we conducted a prescribed fire that thoroughly burned the floodplain forest, which normally does not carry fire. The flames crept into flood-debris logjams, causing a major conflagration. Dozens of floodplain forest trees died — mostly silver maple, elm and cottonwood— leaving an open patch of larger-diameter snags, or upright dead trees. It is in these snags where the federally-endangered Indiana bats have found a home. Turns out, the serendipitous convergence of flood, drought, and fire created just the ideal conditions. Couple that with high-quality foraging areas across a healthy, diverse, managed landscape and this population is thriving.
Current status of Indiana Bats
Unfortunately, like many bat species, the Indiana bat has been in decline and imperiled by human disturbance and disease. According to the U.S. Fish and Wildlife Service, hibernating Indiana bats are especially vulnerable to disturbance, since they often congregate in large numbers – from 20,000 to 50,000 – to overwinter. A large number of deaths can occur if humans disturb these caves during hibernation. While other factors are also responsible for their decline, the devastating wildlife disease known as white-nose syndrome — discovered in 2006 — is a serious threat to the long-term survival of the species.
With thoughtful management and strategic planning, conservation practitioners can conserve and restore bat habitat. Providing a continuous supply of roosting trees and maintaining a habitat structure to facilitate foraging are key aspects of restoration and management plans for bats. According to the Beneficial Forest Management Practices for White Nose Syndrome-affected Bats, below are some best-practice guidelines for achieving these goals:
Harvest timber during the hibernation period to eliminate or significantly reduces the likelihood of direct fatality or injury to tree-roosting bats.
Create large-diameter snags and canopy gaps, via girdling or chemical (e.g., “hack and squirt”) methods, to increase sun exposure to existing and potential roost trees.
Increasing midstory openness to facilitate travel corridors and foraging opportunities via increased mobility and insect prey detection.
Retain or create large-diameter snags during forest regeneration harvests or when managing stands affected by windthrow or disease/insect outbreaks.
Limit aerial or broadcast spraying near known hibernacula, maternity sites, and surface karst features, unless it can be demonstrated that it would have no adverse impact on bat populations or habitat.
Avoid disturbances near maternal roost sites or colonies when possible.
Fell hazard trees that appear to provide bat roosting habitat and do not pose an imminent danger to human safety or property during winter (hibernation period) and avoid removing them during June and July when non-flying bat pups may be present.
Avoid burning during cold periods since this can be detrimental to colonies of some species if individuals cannot escape smoke and heat from fires.
Apply low-intensity fires when possible since high-intensity fires are more likely to cause injury.
Account for caves, mines, important rock features, bridges, and other artificial structures when developing burn plans since these locations are often occupied by roosting or hibernating bats.
Remove hazard trees and construct fire-lines during winter, when possible, to reduce chances of removing occupied roost trees or disturbing maternity colonies.
Protect known maternity roost trees and exceptionally high-quality potential roost trees (e.g., large snags or large-diameter live trees with lots of exfoliating bark) from fire by removing fuels from around their base prior to ignition.
Limit management activities and disturbances near cave entrances.
Eradicate and control invasive plants to improve habitat quality for bats.
Karen Holl (UC Santa Cruz) and Leighton Reid (Virginia Tech) describe lessons learned from a 15-year study of tropical forest restoration in southern Costa Rica. Their new paper is published in the Journal of Applied Ecology.
It seems that everybody from business people to politicians to even Youtubers is proposing that we should plant millions, billions, or even trillions of trees. They cite a host of reasons, such as storing carbon, conserving biodiversity, and providing income. These efforts should be done carefully and with a long-term commitment to ensure that the trees survive and to prevent unintended negative consequences, such as destroying native grasslands, reducing water supply in arid areas, or diverting attention from efforts to reduce greenhouse gas emissions.
Another important question is whether we really need to plant that many trees to restore forest. In a new paper in the Journal of Applied Ecology, we summarize some the lessons we have learned about a different approach.
Over 15 years ago, we set up an experiment in southern Costa Rica to test whether planting small patches or “islands” of trees could speed up forest recovery for a lower cost than typical tree plantations. The idea is to plant small groups of trees that attract birds and bats, which disperse most tropical forest tree seeds. The tree canopy also shades out light-demanding grasses that can outcompete tree seedlings. As a result, over time these tree islands spread as they grow and facilitate the establishment of a lot more trees.
Compared to tree plantations, the tree island approach has two major benefits. First, it better simulates the patchiness of natural forest recovery. Second, it costs much less than planting rows and rows of trees.
In our experiment, we planted tree islands that covered about 20% of a 50 × 50 m plot of former cattle pasture. We compared that to plots where no trees were planted (natural recovery) and to the more intensive and more typical restoration strategy of planting trees in rows throughout the plot (plantation). We repeated this set-up at 15 sites in 2004-2006.
Over the past 15 years, we have monitored the recovery of vegetation, litterfall, nutrient cycling, epiphytes, birds, bats, arthropods, and more. Our data reveal a few key lessons about how to restore tropical forests more ecologically and economically.
First, our data show that planting tree islands is as effective as bigger tree plantations, despite cutting costs by around two-thirds. Compared to plantations, tree islands have similar recovery of nutrient cycling, tree seedling recruitment, and visitation by fruit-eating animals. Both tree islands and plantations speed up tropical forest recovery compared to letting the forest recover on its own. After 15 years, cover of trees and shrubs in the island planting plots has increased from 20% to over 90%.
Second, we have found that larger tree islands are more effective than smaller islands in enhancing the establishment of fauna and flora, as larger tree islands attract more birds and shade out competitive grasses.
Third, while tree islands cost less than plantations, some landowners won’t use the tree island approach because the land looks “messier” than orderly tree plantations. Some people prefer to plant lots of trees that are valuable for timber or fruit, rather than having the diverse suite of species that are typical of a tropical forest. So, the tree island planting strategy will be more suitable in cases where the goal is to restore forest.
Our results and those of others show that the tree island planting approach holds promise as a cost-effective forest restoration strategy in cases where there are seed sources nearby to colonize and animals to disperse them, and where the spread of tree islands is not likely to be slowed by fire or invasive species. But we need more long-term studies to judge whether tree islands will be effective in other tropical forest ecosystems and to test other questions, like how the particular tree species used affect forest recovery, or what is the best distance to leave between tree islands.
More broadly, our study shows that tropical forests can recover some species quickly but it will take many decades, or longer, for forests to fully recover. So, preserving existing rain forests is critical to conserve biodiversity and the services that intact forests provide to people.
Yes, carefully-planned tree planting can help accelerate tropical forest recovery. But, in many cases we don’t need to plant trees everywhere. Rather we should use restoration strategies that encourage trees to plant themselves.
To learn more about our research, read our new article in the Journal of Applied Ecology, visit our websites (Holl Lab, Reid Lab), or watch a 7-min. video below.
Matthew Fagan is an assistant professor in Geography and Environmental Systems at University of Maryland Baltimore County. Here he describes the challenges confronting countries as they attempt large-scale forest restoration, and why many countries will need help to fulfill their goals. For more information, read his new, open-access paper in Conservation Letters.
Degraded and deforested landscapes are widespread, and tropical forests are being lost at a rate of 15.8 million hectares a year. But there is good news—temperate forest area is increasing, and more and more countries are voluntarily pledging to restore vast tracts of degraded land. Restoring forests benefits biodiversity and society, and can combat global warming as well, as growing trees lock away carbon dioxide.
International interest in restoring trees to landscapes emerged out of policy discussions last decade, and resulted in the 2011 Bonn Challenge and the creation of voluntary national restoration targets by many countries. The Bonn Challenge seeks to bring 150 million hectares into restoration by 2020, and 350 million hectarees by 2030 (that’s roughly 700 million American football fields, 350 million rugby fields, 500 million FIFA football fields, or an area a bit larger than India).
Current Bonn Challenge pledges total some 172 million hectares. That’s a massive international commitment, and when you add in internal commitments by countries, the potential restoration area swells to 318 million hectares.
All that area voluntarily committed to restoration got my co-authors and I excited, but also skeptical—were countries really going to follow through on their commitments?
A rain forest blow-down in northeastern Costa Rica, with a storm-downed tree cut to clear a path. Silviculture restoration promotes the recovery of disturbed forests like this one. Photo credit: Matthew Fagan.
To try to answer that question at this early stage, myself, Leighton Reid (Virginia Tech), Maggie Holland (UMBC), Justin Drew (UMBC), and Rakan Zahawi (University of Hawaiʻi at Mānoa) asked three related questions in a recent paper in Conservation Letters.
Is the amount of land a country pledged to restore related to their past record of restoring forested landscapes and implementing sustainable development?
For the small group of countries that have publicly reported their progress on commitments, is the amount of restoration they completed predictable by their development level or other risk factors, like deforestation?
Which countries will likely face the greatest challenges to meet their commitments and maintain restored land into the future?
We then set to gathering published information on country commitments and progress, and recent national rates of forest loss, agricultural expansion, and forest recovery.
Recent natural regeneration in northeastern Costa Rica of varying ages. Photo credit: Matthew Fagan.
All of these programs seek to reforest landscapes in ways that benefit both nature and people, including options like natural regeneration (letting natural forests recover and expand), silviculture (interventions to restore standing forests, like preventing forest fires and promoting recovery from selective logging), tree plantations (often tree monocultures to produce timber and pulp on degraded lands), and agroforestry (planting trees on and around farmland to shade crops or protect streams and fields). These options are not all equal in their benefits for biodiversity, carbon, and society, but a diverse menu of options allows countries to consider committing to at least some form of restoration over large areas.
A tree plantation in northeastern Costa Rica funded by the national payments for environmental services program. It is a monoculture of a single native species, Vochysia guatemalensis, grown for timber. Photo credit: Matthew Fagan.
In a nutshell, what we found was both discouraging and encouraging.
First, after adjusting for the size of a country and how much restoration they had done previously, we found that less-developed countries committed more land for restoration. This might be for positive reasons; for example, they may be taking proactive action against the greater risk they face from climate change. Or it might be because they underestimated how challenging it would be to achieve a large pledge.
Silvopastoral restoration, a type of agroforestry, in northeastern Costa Rica. The understory is a cattle pasture, while the overstory is plantation of a native tree species, Dipteryx panamensis. Photo credit: Matthew Fagan.
Second, for twelve early-reporting countries, restoration progress was predictable based on a risk index. Countries with higher risk (risk factors included deforestation rates and progress on sustainable development goals, among others) had less restoration progress.
Third, countries made massive individual commitments that will be hard to achieve without wholesale transformation of their food systems. One third of countries committed >10% of their land area (with a maximum of 81%, in Rwanda). A quarter either committed more area than they had in agriculture, or committed more area than they had in forest. And one quarter of countries had more forest loss and agricultural conversion in 2000–2015 than their restoration commitment for 2015–2030.
Coffee plantation under tree cover, a type of agroforestry, in central Costa Rica. The understory is a monoculture of coffee shrubs, while the overstory is scattered planted trees. The partial cover helps the shade-loving coffee plants stay healthy, but many coffee farmers are moving away from this traditional farming approach. Photo credit: Matthew Fagan.
As noted in our paper, “If voluntary commitments like the Bonn Challenge fail to precipitate meaningful restoration across large areas, the UN’s vision of a sustainable future will become less attainable.” But what this study found is not countries that have failed on their restoration pledges. We are still in the first days of the UN Decade of Ecosystem Restoration. What we have identified is countries that will need help to restore their lands.
We believe it is time for the international community to step up and aid all countries in achieving their restoration goals. To quote Thoreau, “If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.”
A regrowing forest in central Costa Rica, showing the promise of restoration. Photo credit: Matthew Fagan.
Estefania Fernandez Barrancos is a PhD student and Christensen Fellow at the University of Missouri St. Louis, where she is affiliated with the Harris World Ecology Center and the Center for Conservation and Sustainable Development at the Missouri Botanical Gardens. Estefania has previously written about how to restore bromeliad populations. Here she describes a recent study asking how well hemiepiphytic aroids recover in secondary forests in Panama.
Most people know aroids as the familiar swiss cheese plants found growing in hotels and shopping malls. But few people realize that the aroid family (Araceae) is the fifth most diverse plant family on Earth. These plants provide essential food and refuge for birds, bats, insects, and primates in tropical forests throughout the world.
Like many other plants, aroid populations are dropping because the rainforests where they live are being converted into farms. My new research shows that aroids are also slow to recolonize new forests that become available.
City aroid (left, Monstera deliciosa in a building), country aroid (right, Monstera sp. in a Colombian forest). Photo sources: Left – Maja Dumat CCBY 2.0; Right – Thomas Croat via Tropicos.
Before I describe that research though, here is some botanical jargon for the uninitiated. Epiphytes (a.k.a. air plants) are plants that grow on other plants (but not as parasites). Hemiepiphytes are plants that grow on other plants but only for part of their lives. Many aroids are hemiepiphtyes because they start life in the soil of the forest understory and grow until they find a tree. Then they climb up the tree and live above the ground, but they always keep a connection to solid earth.
To study their recovery, I surveyed hemiepiphytic aroids in native tree plantations (9-years old), natural secondary forests (8-14-years old), and mature forests (>100-years old) near the Panama Canal. These forests are part of Agua Salud – a tropical forest restoration experiment led by the Smithsonian Tropical Research Institute. In the dense forest, I found aroids by looking for their stems coming down from the trees, then I followed the stem with binoculars until I found their leaves, which helped me identify the species. In all, I surveyed 1479 trees this way.
Estefania Fernandez (below) and field assistant Carlos Diaz (above) look for aroids in a mature forest tree in Panama.
I found out that there were virtually no aroids in secondary forests or plantations. I recorded more than 2000 aroids from at least ten species growing on trees in mature forest, but in secondary forests and plantations I found less than 1% as many aroids and only three species.
Why do aroids have recovery troubles?
One reason for the lack of aroids could be that seeds from adult aroids in mature forests can’t reach the new forests. This seems unlikely because all of the secondary forests and plantations in my study were close to mature forests full of aroids, less than one kilometer away. Also, birds that are present in secondary forests are known to eat aroid fruits and disperse their seeds.
Another reason could be that the young forest canopy is too open for aroid seeds to germinate and grow. Unlike most plants, some aroids start out life growing away from light and towards darkness. (This has another great word: skototropism). It seems counterintuitive since most plants need light. But it is actually a good strategy. By growing away from light, aroid seedlings are more likely to run into a tree, which they need to climb up into the canopy and get to the light that they need to photosynthesize. So it is possible that there is too much light in the young forests and it keeps the aroid seedlings from finding a host tree.
Whether dispersal or establishment limits aroids in secondary forests, it is likely that more time will help. As forests become older and darker and birds bring in more seeds, aroid populations should eventually begin to recover. My research suggests that there is a considerable lag time required for aroids to recolonize disturbed habitats such as secondary forests and plantations.
More importantly, my study highlights how important it is to hold onto old forests. Forest restoration is a poor substitute for mature forest conservation. To the extent that we can prevent older forests from being cut down, it will help preserve many species of aroids as well as other plant and animal species that are threatened by habitat loss.
Aroid being pollinated by scarab beetles at Barro Colorado Island, Panama. Source: www.aroid.org.
You can read more about Estefania’s research in her new open-access paper in Tropical Conservation Science, or on other posts from Natural History of Ecological Restoration (here and here).
Chris Birkinshaw is an assistant curator in the Missouri Botanical Garden’s Madagascar Program, based in Antananarivo. He describes his observations on forest succession at Ankafobe, a site in the central highlands.
Anyone flying over Madagascar’s highly dissected central highlands will be struck at first by the vast grasslands that dominate this landscape. But, those looking more carefully will also detect pockets of forest within the rich network of valleys. These forests have a distinct fauna and flora but, perhaps because of their small size, they have attracted little interest from conservationists. Consequently, in the last few decades, the majority have been degraded or entirely destroyed as their trees were cut for timber or charcoal and the relicts burnt by wild fires that rage over this landscape in the dry season.
The Ankafobe Forest, located some 135 km NW of Antananarivo, is currently being designated as new protected area by Missouri Botanical Garden’s Madagascar Research and Conservation Program. It is one of the larger remaining areas of highland forest but, here too, the forest has been impacted by exploitation for timber and charcoal and burning by wild fires.
Efforts are underway to restore this forest to its former extent in the recent past. This is no easy task because away from the current forest edge tree seedlings are subjected to harsh conditions: soils impoverished and compacted by annual burning, grasses that compete greedily for water and nutrients, an extended 7-month long dry season, and exposure to hot sunshine and strong desiccating winds. Even when firebreaks are used to prevent wildfires from penetrating the grassland surrounding the forest, few tree seedlings naturally colonize outside of nurturing limits to the forest.
Few but not none. A closer inspection of the landscape reveals some woody plants in the grassland on the less sunny south-facing slopes surrounding the forest (south is less sunny because Madagascar is in the southern hemisphere). Perhaps then the forest could be helped to expand by planting young trees preferentially on these slopes?
Vegetation is lusher on south-facing slopes (left) compared to north-facing slopes (right) at Ankafobe, a proposed conservation area in highland Madagascar.
To test this idea in 2017 we planted 25 nine-month old seedlings of each of four native tree species in grassland 20 m from the forest edge on both a south-facing slope and a north-facing slope. The species were selected for this test are native to the Ankafobe Forest and were available at the local tree nursery when the experiment was installed. After 12 months the survival and growth of these young plants were measured.
All four species survived well on the south-facing slope but only one species, Nuxia capitata, had good survival on the north-facing slope. Mortality of Uapaca densifolia was total on the north-facing slopes. Growth was sluggish on both the south-facing and north-facing slopes with the exception of Nuxia capitata on the south-facing slope that had a mean 12-month growth exceeding 20 cm. These results suggest that south-facing slopes may provide the best results, at least at Ankafobe, for forest restoration endeavors.
Average growth (cm)
Average growth (cm)
Aspect – the direction that a slope faces – makes a big difference for vegetation in the temperate zone, especially in dry places. But it is not often considered in tropical ecology. Directly or indirectly, the difference in sun exposure between the slopes at Ankafobe can make the difference between life and death for young trees growing in this hostile, water-stressed environment.
To read more blog posts about the restoration efforts at Ankafobe, please click here. You may also read a 2019 open access paper about seedling trials at this site here.