Hemlock and Adelgid Survey    Edward Frank
   Jan 22, 2007 21:21 PST 

Fellow ENTS,

I wanted to update you on a project on which I have been working. In
early November, spurred by a casual comment that Will Blozan made, I
conceived an idea of sending out a survey to major public and private
landowners across the range of the Eastern and Carolina Hemlock asking
about the presence of hemlock and the status of the hemlock wooly
adelgid at each location. I sent draft copies of the proposed survey to
Will and Jess Riddle asking what they thought of the idea. I received
some comments, revisions, and additional questions in response. I
started to send out the survey in January 2007 via email. The cover
letter and survey documents are on the ENTS website: the full survey
can be downloaded from our website at:
http://www.bluehost.com/cgi-bin/uftp/?domain=ftp@nativetreesociety.org&password=anon
under the title “Hemlock Survey.doc” (The address will likely wrap and
may need to be pasted into the browser as two separate pieces.)

Many park sites did not have an available email address, but ask that
you fill out an online question form. I filled out the forms and either
submitted a version of the cover letter or both the documents. I
estimate I have sent out about 700 copies of the survey at this
juncture. I am still sending some out as I get suggestions for
additional referrals.   There is a deadline of February 28 for
completing and returning the form.

At this point I have received a number of responses to the survey from
across the area. I expect more to come in as the deadline approaches.
Some agencies have been more responsive than others. The National Park
Service personnel have been particularly helpful. Valley Forge for
example answered the survey in detail, sent some additional reports, and
digital photos. I forwarded copies of these on to Scott Wade. Perhaps
he will be able to get out to the park and get some good measurements of
the hemlocks there. Other agencies have been more bureaucratic and
collectivist in their responses.

The major purposes of the survey was to gather site specific information
at each location and collect personal observations, experiences, and
comments from the people in the field at each of these locations. At
this stage of the HWA infestation there have been several conferences,
and I would be buried in paper if I printed all of the materials
generated by researchers. I have read much of what is available online
on the infestation. Most are compilations on a broad scale, general
overviews, and summaries. What is lacking in these documents are site
descriptions and personal observations by people actually working at
these sites on a daily basis. That is what I am trying to generate with
this survey. I have had many useful responses from people in many
states toward this goal. Many eyes can sometimes see things that are
missed in the broad overviews. Secondary goals are to gauge the
preparedness of each site for the HWA arrival or to characterize the
response to the active infestation at this time, and to find if the
people managing these areas are knowledgeable about the hemlock resources
present on the sites.

If ENTS people would like to participate in the project, they are
encouraged to add their own observations of the character of the HWA
infestation. All places responding to the survey will be sent a copy of
the report compiled from this data or a download link to get the
document. (Don Bragg - when finished and revised, etc. could you
convert it to pdf?) I am unsure of the ultimate dispensation of the
report. It will be available on the ENTS website, perhaps it could be
presented at one or more HWA conferences, or even the first refereed
paper in the Bulletin of the Native Tree Society.

Compiling the data at the end will be a task if we get a good response.
Many of the questions have numerical or yes/no answers. These can be
compiled on a large spreadsheet. Narrative answers - I will need to
see. I am hoping the answers will fall into self sorting categories.
As for the role of various ENTS in the analysis process - in a final
report we should have a section on ground truthing the survey results.
Many of you have visited a number of these sites and can see if the
survey answers roughly correspond to your observations.   I shall also
welcome at the time comments from others on interpretation of the
results.

Thank You,

Edward Frank
Re: Hemlock and Adelgid Survey   John A. Keslick, Jr.
  Jan 23, 2007 04:03 PST 

Ed

Good Day,

I always wonder if the trees are placed in a predisposition from
fragmentation. Take into consideration the report that -

"Hemlocks of sawlog size are notoriously subject to ring-shake, to radial
stress, cracks, and , following sudden exposure, to sunscald of the bark,
and to death. [sunscald is a poor term. JAK] These reactions may be the
result of many adverse effects associated with changed regime of solar heat
and soil moisture and culminate in a decline often referred to as
post-logging decadence. When hemlocks are left as residual trees following
partial cutting, and when they are exposed, through road or other
construction or clearing, they often die, even when their root area is
covered with understory brush. Eastern Hemlock is also considered to be one
of the species most sensitive to sulfur fumes from smelters. An interesting
type of ring-shake follows sapsucker injury."
Source: Disease of Forest and Shade Trees of the United States, George H.
Hepting, July 1971 page 488-489


I would have to say that any place I have seen adelgids. the area has been
altered. I wonder what the adelgid situation is in large tracks of old grow
with no roads?

I think I will place the first section on each species of tree, from the
reference, on the tree dictionary site.

Sincerely,

John A. Keslick, Jr.
Re: Hemlock and Adelgid Survey   Andrew Joslin
  Jan 23, 2007 05:26 PST 

I haven't looked at Eastern Hemlock and HWA in old-growth but I've
observed sites in eastern Massachusetts that are undisturbed hemlock
groves. It appears that adelgids are equal opportunity pests and will
attack a hemlock in exposed conditions or in long established and
sheltered groves. For instance in the Blue Hills Reservation in
Milton, MA there is heavy infestation with many trees on their last
legs. Some of the hemlocks have been growing sheltered by woods
disturbed only by fire events if at all over the last 100 years or
so. If large tracts of old-growth protect by isolation from wind
carried HWA or by limiting movement of certain species of birds then
I'd speculate that it would slow the advance of HWA but not stop it.

In my area hemlocks that have grown up isolated in yards away from
the woods are acquiring HWA much later (3-5 years) then the woodland
groves. I think that once HWA gets into contiguous woods it moves much faster.

Andrew Joslin
Jamaica Plain, MA
Re: Hemlock and Adelgid Survey   orw-@fas.harvard.edu
  Jan 23, 2007 06:49 PST 

Hello Ed, as a researcher who has spent almost 12 years devoted to
research on HWA, I am curious what the main purpose of the survey is.
You mention that you want to find specific site information. Would this
then be compiled to see if there were any landscape correlates with HWA
infestation? The problem with many organizations is that they do not
always know exactly when HWA entered an area. Richard Schulhof, the
deputy director of the Arnold Arboretum, has investigated the response
of HWA and the management implications for a variety of public agencies
for his Masters thesis with me, so you may want to discuss that with
him, as he'd be a good source of information. In our work we have
detailed site information from 240 stands in southern New England
including basal area, density, slope aspect, elevation, understory veg.
etc. and even things like soil C:N ratio. Our experience has been once
HWA gets firmly established, it will eventually lead to decline and
mortality of hemlock regardless of site conditions. conditions are
important in shaping the speed of the decline, with ridgetops and more
exposed slopes experiencing more rapid hemlock declines. I hope this
helps. Take care DAVE ORWIG

RE: Hemlock and Adelgid Survey   Edward Frank
  Jan 23, 2007 07:47 PST 

Dave,

Some of the reasons for the survey in my mind was to see what individual
park managers actually knew about the hemlocks on their properties, did
they know about the HWA, were there any plans in place to do anything
prior to the adelgid getting there, and what were they doing about it
once it was there.

For some of them, they were procrastinating about even thinking about
the issue, I hoped the survey would prod them into at least thinking
about the problem. Personally I would like to see significant groves
chemically treated to prevent their death as a holding method at least
until we can see if any of the biological controls are effective.

Much of the general information is available elsewhere on the spread of
the adelgid, but I do find that most of the research I have read
naturally deals with what the researchers themselves have found at
specific sites. The detail is excellent, but... I keep coming back to
the question of what, if anything, people who have worked out in the
field at all these many locations, sometimes for decades, prior to the
arrival of the adelgid may have observed that was not noticed by
academic researchers.

I am also aware of the potential misconceptions these people may
incorporate into their observations. When I worked for the Bureau of
Mining, at public meetings people seemed to think because they had lived
somewhere for a long time they "knew" what was happening underground.
But still I think it is worthwhile to give them a chance to express
their observations.

Ed Frank
RE: Hemlock and Adelgid Survey   Edward Frank
  Jan 23, 2007 08:06 PST 

ENTS,

Actually I found that a number of managers that replied were looking for
guidance of what to do for certain trees or groves. Others were just
beginning to look at the problem.

Ed
Re: Hemlock and Adelgid Survey   Jess Riddle
  Feb 02, 2007 16:26 PST 

John,

I can certainly see how human alteration and large scale stresses on
forests would make trees more susceptible to introduced insects, but I
am confident that that degradation is not the dominant factor with
hemlock woolly adelgid damage. Decline of hemlocks is closely
correlated with both when the adelgid arrives and adelgid populations
regardless of whether the tree is in an urban setting, an old-growth
forest or somewhere in between. In the areas I am familiar with, the
adelgid spread more quickly through large old-growth tracts than
through an urban environment with a relatively hot and dry climate,
presumably due to more continuous hemlock canopy in the former.
Adelgid kills hemlocks in eastern North America because the trees have
no natural resistance and naturally occurring predation on the adelgid
is trivia. All other factors are insignificant by comparison.

Jess