How does prescribed fire affect a threatened terrestrial orchid?

By Leighton Reid and Ryan Klopf

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.

A small whorled pogonia orchid with two flowers at Mount Joy Pond Natural Area Preserve. Photo: Lindsay Caplan.

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 pogonia (left) with a whitish, glaucous stem compared to large whorled pogonia (right) with a purplish stem base. Photos: Sara Klopf (left) & JL Reid (right).

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.

A developing fruit on a small whorled pogonia orchid at Mount Joy Pond Natural Area Preserve in June 2022. Photo: Andres Cunningham.

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.

Virginia sneezeweed, an endemic species in the southeastern United States with disjunct populations in Virginia’s Shenandoah Valley sinkhole ponds and in a similar wetland situation in the Ozark Mountains of southern Missouri. Photo: JL Reid.

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.

Our team uses a grid sweep survey to search for new small whorled pogonia individuals in June 2022. Photo: JL Reid.

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.

Lindsay Caplan and Jimmy Francis monitor a population of small whorled pogonias at Mount Joy Pond Natural Area Preserve in June 2022. Photo: JL Reid.

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.

Ethan Dunn uses a canopy imager to measure canopy cover, photosynthetically active radiation, and leaf area index over a tiny small whorled pogonia individual in July 2021. Photo: JL Reid.

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.

Epiphyte restoration in Brazil’s Atlantic Forest

CCSD restoration ecologist and PARTNERS member Leighton Reid spent 10 days collaborating with scientists and students in the Tropical Silviculture Lab (LASTROP) at the University of São Paulo. Epiphytes were a central theme of the visit.

Vascular epiphytes are plants that live non-parasitically on other plants. Readers from the tropics will be quite familiar with some epiphytes, like the ubiquitous Tillandsia of Neotropical powerlines, but temperate zoners will have seen many epiphytes as well, at the florist, the botanical garden, and the mall. These plants are incredibly diverse; by one estimate, epiphytes make up 9% of all vascular plants worldwide. But epiphytes also face serious challenges in today’s world. Habitat loss and overharvesting threaten some epiphyte species with extinction. Many epiphytes also have a hard time recolonizing new habitat in regenerating forests, but new studies on epiphyte restoration could help.

I spent the past 10 days in the State of São Paulo learning about epiphyte ecology, conservation, and restoration from students and scientists at the University of São Paulo’s College of Agriculture (Escola Superior de Agricultura Luiz de Queiroz). This part of Brazil was once covered in semideciduous tropical and subtropical forests, which hosted about 150 vascular epiphyte species. Today, only ~15% of the forest remains, but there is a large effort underway to restore 15 million hectares (nearly 58,000 square miles) of it by 2050.

ESALQ maintains shade house with more than 3,000 orchids, including (A) Cattleya loddigesii, (B) C. forbesii, and (C) Arpophyllum giganteum.

Frederico Domene is a doctoral student studying epiphyte reintroduction in restored Atlantic Forest. Like his advisor, Pedro Brancalion, Fred’s interest in epiphyte restoration stems from a passion for orchids. He grows a variety of them at his house in Piracicaba, preferring true species over horticultural varieties.

Fred picked me up in his black pickup, “mamangava”, and took me on a tour of several tree plantations where he has been developing methods for reestablishing populations of epiphytic orchids, bromeliads, cacti, and aroids. Fred’s basic procedure involves collecting epiphyte seeds (or purchasing small plants, in the case of orchids), growing them out in a nursery, and then attaching them to trees using twine or plastic. He started his work in 2010 and has been monitoring his plants, and reintroducing new plants, every year since. He uses a ladder to put the orchids up high, out of easy reach for would-be poachers.

Atlantic Forest restoration plantations. Left: 60-year old plantation along the Rio Piracicaba near Rio Claro. Right: 12-year old plantation at the Anhembi Forest Science Experimental Station. The older restoration site had considerably more naturally recolonizing epiphytes than the younger site.

Late August is mid-winter in São Paulo, and while it doesn’t get particularly cold, it is quite dry. The restoration plantations were crunchy with desiccated leaves and twigs. These are harsh conditions for epiphytes, which do not have the luxury of soil to buffer to their roots from the sunlight and dry air. Some of Fred’s epiphytes have withered and died, especially during a 100-year drought in 2012. But others are thriving, thanks to special adaptations, such as the velamen of orchid roots, which wicks up rainwater when it drips down the tree trunk during storms. Many individuals have started fruiting and flowering, a good sign for the future viability of these reintroduced populations.

Epiphyte reintroductions in restoration plantations. (A) A reintroduced festoon of bromeliads, orchids, and cacti. (B) A fruit-bearing orchid (Cattleya forbesii), six years after reintroduction. (C) This reintroduced cactus (Epiphyllum phyllanthus) seemed to grow better in tree forks than on vertical stems, as did an aroid, (D) Philodendron bipinnatifidum. (E) Two tiny cacti have germinated in this direct seeding experiment, using seeds enrobed in paper discs. (F) Even where epiphytes have dessicated and died, experimental infrastructure continues to enhance epiphyte development; here a small bromeliad (Tillandsia recurvata) uses a piece of natural twine as a foothold.

To identify the key challenges for epiphyte restoration, it is also important to study epiphyte recolonization in naturally regenerating forests. Alex Mendes, an undergraduate researcher at ESALQ, is doing just that. On an unseasonably rainy morning, Alex, Fred, and I visited three regenerating forests near the sugar town of Rio Claro. We ducked under barbed wire fences and wandered through low, dense vegetation where Alex is systematically searching for vascular epiphytes. Two forests had rather few epiphytes – mostly generalist bromeliads – but one forest had a high density of orchids, which happened to be flowering spectacularly on the day we visited. Based on historical aerial photos, Alex knows that these three forests are at least 20 years old. They are part of a network of 75 sites that he will ultimately search for epiphytes. By the end of his undergraduate program, Alex hopes to be able to predict where epiphyte communities will regenerate on their own, and where they will need more assistance.

This secondary forest near Rio Claro might have felt like your average overgrown Psidium guajava patch had it not been  decorated with dozens of Ionopsis sp. orchids.

These are early days for learning about epiphyte restoration, and there is still a lot of work to be done. The projects that I visited in Brazil are making headway, complementing our research in Costa Rica. It remains to be seen under what circumstances epiphyte reintroductions will be most successful. Perhaps an even more important issue will be convincing funding agencies and land managers to think beyond trees.

Fred Domene and Alex Mendes are making strides in the ecology of epiphyte reintroductions and community assembly. Here, they pose with a reintroduced bromeliad (Billbergia zebrina) at Anhembi experimental station.

Road to Santa Barbara

A road was recently built to connect the village of Santa Barbara, in central Peru, to the outside world. Previously Santa Barbara was accessible only by a two-day walk on a winding mule path. The new road is broader, loose and muddy. It cuts through what had been an intact, montane forest. The road builders cut large sections from hillside and dumped them into adjacent river valleys, leaving bare, rutted slopes, which will rapidly erode and cut trenches back through the new road. Much of the surrounding forest was burned.

Section of a new road connecting Lanturachi and Santa Barbara, in Pasco Province, Peru.

We drove up the road as far as we could before we were blocked by a landslide, and then we slowly walked and drove back down. My companions searched for, and found, interesting plants among the piles of broken limbs.

Old growth montane forest buried under dirt from road construction. A man standing on the road gives some sense of scale.

Gray-breasted Mountain-Toucan

Epidendrum schomburgkii: an orchid, soon to be buried under soil dislodged for road construction.

Paepalanthus species (Eriocaulaceae)

The only people that we saw on the road were two men with four mules, carrying buckets of honey from their farm in Santa Barbara to market in Lanturachi. They used the new road only along sections where the old mule path was buried from the new road’s construction.

The new road to Santa Barbara is emblematic of Peru’s struggle for sustainable development. The area is within the buffer zone for a hyper-diverse national park, and it is part of a larger UNESCO biosphere reserve. Both designations mean that activities here should be more focused on conservation and sustainability than elsewhere. These words fit nicely with Peru’s recent commitment to make its forestry and agriculture carbon neutral by 2021, and its hosting of the COP20 climate change conference next month in Lima. But lofty national priorities frequently clash with other activities – such as governments approving resource extraction projects without the consent of local inhabitants, police killing environmental activists, or municipalities supporting new roads of dubious utility.

The end of the road.