WJAF 15(4) 2000 177
Regeneration of White Spruce Under Aspen
Canopies: Seeding, Planting, and
Site Preparation
James D. Stewart, Canadian Forest Service, Northern Forestry Centre, 5320-122
Street, Edmonton, Alberta, Canada, T6H 3S5, and Simon M. Landhäusser,
Kenneth J. Stadt and Victor J. Lieffers, Department of Renewable Resources,
University of Alberta, Edmonton, Alberta, Canada, T6G 2E3.
ABSTRACT: This study investigated the establishment and survival of naturally and artificially seeded white
spruce (Picea glauca), as well as three sizes of planted white spruce stock, on different types of scarification
beneath mature aspen (Populus tremuloides) in northern Alberta. White spruce seed rain, natural and hand-
seeded regeneration establishment and survival, and understory vegetation response were monitored for 4 yr
on scarified strips (light blading, heavy blading, and ridged) and on undisturbed controls. Despite a heavy seed
rain in 1993, seedling establishment on control plots was almost nil. On scarified plots, the number of seeds
required to produce a live seedling after 3 growing seasons ranged from 15 to 37 and up to 68 in one site. Most
mortality occurred during the summer. Germination rate on the hand-seeded plots ranged from 19 to 28% on
the scarified strips. There was no significant difference in survival from seed (15%) after three growing seasons
among the three scarification treatments. Survival of planted stock was 98% on scarified strips and 96% on
control strips. Diameter growth was least on control plots but was not significantly different among the scarified
treatments. In contrast, height increment was greatest on the light blading treatment and differed little among
the other two treatments and control. These results suggest that spruce regeneration in aspen forests can be
promoted by scarification or underplanting. West. J. Appl. For. 15(4):177–182.
White spruce (Picea glauca) can be difficult and expensive
to regenerate on clearcuts, yet it regenerates naturally in the
understory of aspen (Populus tremuloides) dominated stands
(Lieffers and Stadt 1994). This suggests that white spruce
reforestation might be more successful, and possibly less
expensive, if natural regeneration under aspen was encour-
aged or supplemented by site preparation and seeding or
planting.
The use of aspen as a nurse crop for spruce was suggested
in Europe over three decades ago (Börset 1962) and, along
with alder and birch, has been used in several countries (e.g.,
Martynov and Krasnovidov 1982, Leikola and Rikala 1983,
Horndasch 1984). In Canada, there was recognition of the
potential of underplanting in the 1960s (e.g., Lees 1963,
1970), but the idea was abandoned with the development of
mechanized clearcut harvesting. Establishment of under-
NOTE: James D. Stewart is the corresponding author and can be reached at
(780) 435-7224, Fax: (780) 435-7359, E-mail: jstewart@NRCan.gc.ca. The
authors thank Barb Hamel, Susan Hayduk, Dave Kelsberg, Kim Krause,
Richard Ouellet, Robert Proudfoot, Rod Sanderson, Pete Tollestrup, and
Darcy Tostyniuk for technical help, Dan MacPherson for his support and
assistance in setting up and carrying out this research, and Ken Greenway for
review of an earlier draft of this paper. We are grateful to Alberta-Pacific
Forest Industries, the Canadian Forest Service, and the Natural Sciences and
Engineering Research Council for funding. Copyright © 2000 by the Society
of American Foresters.
story spruce was not followed up until the recent resurgence
of interest in managing boreal forests as mixedwoods (Lieffers
et al. 1996). In addition to the advantages for spruce regenera-
tion, total stand volumes may be greater in mixed stands than
in pure stands (Börset 1962, Kelty 1989).
Mineral soil and decayed wood provide the best seedbeds
because they are relatively free from competing vegetation,
and white spruce is tolerant of their low nutrient availability
(Rowe 1955, DeLong et al. 1997). Site preparation can also
be used to enhance natural and artificial regeneration of white
spruce and temporarily remove shrub and herbaceous com-
petitors. Prepared mineral soil seedbeds are receptive to
white spruce establishment for 3 to 5 yr in clearings, and up
to 7 yr in partial-cut stands (Eis 1967, Lees 1963, 1970).
Creating receptive seedbeds could be enough to ensure the
establishment of a white spruce understory provided there is
an adequate source of seed. The occurrence of good to
exceptional seed production years ranges from every 2–4 yr
at the southern extreme of the boreal mixedwood in
Saskatchewan and Manitoba (Rowe 1955, Waldron 1965), to
every 10–12 yr at the northern extreme in Alaska (Zasada
1972). For a white spruce understory to become established,
seedbed receptivity and seed source availability must coin-
cide; therefore, it may not always be possible to depend on
natural regeneration. Direct seeding or planting may be
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