Verified hypotheses on the "nurse" and "burial" effects on introduced Quercus rubra regeneration in a mesic Scots pine forest

A previous study on the encroachment of North American northern red oak Quercus rubra L. into the mesic Scots pine forest (in central Poland) revealed high abundances of seedlings and saplings under shrubs, with lower abundances in open areas or clumps of bilberry Vaccinium myrtillus L. It was unclear whether the regeneration success of Q. rubra is enhanced by the presence of shrubs due to their "nurse effect", and how burying acorns of different sizes in soil or moss affects the survival of oak seeds and seedlings (a "burial effect"). Results of a previous observational study were verified in an experimental study: a pool of 900 large-, medium-, and small-sized acorns was sown under moss cover in open areas and within bilberry clumps and in soil under shrubs in 2018 and monitored for 3 years in natural conditions. The majority of sown acorns were lost, mainly due to acorn pilferage, lack of germination and the death of sprouting acorns. However, acorn and seedling survival depended significantly on acorn size and differed among the microsites studied. Viable seedlings were twice as likely to develop from large- and medium-sized as from small-sized acorns, and they grew mainly from acorns sown under moss cover, confirming a positive "burial effect." Seedling survival was three times higher in bilberry and open areas, than under shrubs; however, seedlings "nursed" by shrubs were less threatened by large ungulates. Only a small part of the pool of sown acorns contributes to the reproductive success of Q. rubra in the mesic Scots pine forest. Microsites characteristic to this type of forest are suitable for northern red oak regeneration; however, bilberry favors acorn survival and germination and early seedling growth, moss cover favors acorn survival and germination, while shrubs protect surviving seedlings from herbivory.

A haplotype-resolved chromosome-scale genome for Quercus rubra L. provides insights into the genetics of adaptive traits for red oak species

Northern red oak (Quercus rubra L.) is an ecologically and economically important forest tree native to North America. We present a chromosome-scale genome of Q. rubra generated by the combination of PacBio sequences and chromatin conformation capture (Hi-C) scaffolding. This is the first reference genome from the red oak clade (section Lobatae). The Q. rubra assembly spans 739 Mb with 95.27% of the genome in 12 chromosomes and 33,333 protein-coding genes. Comparisons to the genomes of Quercus lobata and Quercus mongolica revealed high collinearity, with intrachromosomal structural variants present. Orthologous gene family analysis with other tree species revealed that gene families associated with defense response were expanding and contracting simultaneously across the Q. rubra genome. Quercus rubra had the most CC-NBS-LRR and TIR-NBS-LRR resistance genes out of the 9 species analyzed. Terpene synthase gene family comparisons further reveal tandem gene duplications in TPS-b subfamily, similar to Quercus robur. Phylogenetic analysis also identified 4 subfamilies of the IGT/LAZY gene family in Q. rubra important for plant structure. Single major QTL regions were identified for vegetative bud break and marcescence, which contain candidate genes for further research, including a putative ortholog of the circadian clock constituent cryptochrome (CRY2) and 8 tandemly duplicated genes for serine protease inhibitors, respectively. Genome-environment associations across natural populations identified candidate abiotic stress tolerance genes and predicted performance in a common garden. This high-quality red oak genome represents an essential resource to the oak genomic community, which will expedite comparative genomics and biological studies in Quercus species.

Invasive exotic shrub modifies a classic animal-habitat relationship and alters patterns of vertebrate seed predation

Recent evidence suggests that invasive exotic plants can provide novel habitats that alter animal behavior. However, it remains unclear whether classic animal-habitat associations that influence the spatial distribution of plant-animal interactions, such as small mammal use of downed woody debris, persist in invaded habitats. We removed an invasive exotic shrub (buckthorn, Rhamnus cathartica) from 7 of 15 plots in Wisconsin. In each plot, we deployed 200 tagged Quercus rubra seeds in November 2014. After five months, tags were recovered to track spatial patterns of small mammal seed predation. Most recovered tags were associated with consumed seeds (95%); live-trapping, ancillary camera-trapping, and previous behavioral studies suggest that white-footed mice (Peromyscus leucopus) were responsible for most seed predation. In habitats without R. cathartica, most seed predation occurred near woody debris. In habitats with R. cathartica, small mammals rarely consumed seeds near woody debris, and seed predation occurred farther from the plot center and was less spatially clustered. Our results illustrate that invasive exotic shrubs can disrupt an otherwise common animal-habitat relationship. Failing to account for changes in habitat use may diminish our ability to predict animal distributions and outcomes of species interactions in novel habitats created by invasive exotic plants.

Scaling ozone effects from seedlings to forest trees

Biospheric ozone has become a widely distributed air pollutant, and a growing body of research indicates that ozone impacts forest health and productivity. Ozone effects are mediated by the ozone concentration present in the external environment and the movement of ozone into the leaf via the stoma. The cumulative dose received by the plant is, in the simplest terms, a function of ambient ozone concentration and stomatal conductance to water vapor. This relationship is important in understanding ozone flux into the leaf and subsequent ozone response in plants. Here, current progress in understanding ozone uptake in juvenile and mature trees is examined. Through an analysis of two long-term case studies, the significant uncertainty in assessing ozone effects on forests is pinpointed to be the scaling of ozone sensitivity from controlled seedling studies to large forest trees. A rigorous statistical and monitoring approach, which includes ozone uptake as a cause variable, may provide the missing information on processes that are known to be important to risk assessment of ozone impacts on forest trees. Contents Summary 21 I. Introduction 22 1. Background 22 2. Characterization of ozone exposure 22 3. The need for scaling 23 II. Scaling from seedling to tree, evidence from a Quercus rubra case study 24 1. Study background 24 2. Facilities and measurements 24 3. Ozone exposure dynamics 24 4. Above-ground processes 25 5. Below-ground processes 26 6. A process modelling exercise 27 7. Conclusions 28 III. Scaling from chamber to forest, evidence from a field case study 29 1. Study background 29 2. Field sites and measurements 30 3. Ozone exposure dynamics 30 4. Stomatal conductance and ozone uptake in forest trees 30 5. Conclusions 32 IV. Evidence from a scaling exercise 33 V. Concluding remarks 36 Acknowledgements 37 References 37.