Soil, hydroperiod and bedding effects on restoring bottomland hardwoods on flood-prone agricultural lands in North Louisiana, USA

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            Soil, hydroperiod and bedding
            effects on restoring bottomland
            hardwoods on flood-prone
            agricultural lands in North
            Louisiana, USA

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            WILLIAM B. PATTERSON* AND JOHN C. ADAMS

            School of Forestry, Louisiana Tech University, Ruston, Louisiana, USA
            * Corresponding author. E-mail: wpatter@lans.latech.edu

            Summary
            Many of the bottomland hardwood forests of the Lower Mississippi Alluvial Valley, USA have been
            converted to agriculture, thus constituting a sizable loss in ecological and socio-economic functions.
            Bottomland hardwood forest afforestation on marginal agricultural lands has grown considerably
            since 1990. However, many failures in bottomland hardwood afforestation have occurred for
            various reasons, including misunderstandings or ignoring the relationships between species, soil and
            hydrology. In October 1996, a 32-ha tract on an abandoned agricultural field in Catahoula Parish,
            Louisiana, USA was site prepared for afforestation by bedding (moulding soil in parallel ridges). The
            following January it was planted with seedlings of Nuttall oak (Quercus nuttallii Palmer) and green
            ash (Fraxinus pennsylvanica Marsh.), and direct seeded with Nuttall oak. The objective of this study
            was to evaluate the effects of bedding (within three soil types) on species survival and growth. Soil
            redox potential measurements indicated that the soils were intensely anaerobic during frequent
            prolonged seasonal inundation and saturation events. Bedding clayey soils significantly increased
            mean height of planted and direct-seeded Nuttall oak, but not that for green ash. Bedding appears to
            be somewhat effective in restoring site microtopography, reducing soil hydroperiod and enhancing
            planted Nuttall oak height growth on poorly drained, clayey soils.

            Introduction                                            servancy, 1992). A high percentage of these defor-
                                                                    ested farmlands was marginal for agricultural
            Over the last two centuries about three-quarters        production due to soil and soil/water problems.
            of the Lower Mississippi Alluvial Valley has            In the past 20 years a sizable number of hectares
            been deforested for agricultural production             have been replanted to trees. Initial work with
            (MacDonald et al., 1979; The Nature Con-                afforestation resulted in many failures to obtain
            © Institute of Chartered Foresters, 2003                                              Forestry, Vol. 76, No. 2, 2003
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               182                                             F O R E S T RY

               adequate regeneration. Many of these failures           poorly drained and frequently flooded Alligator
               were the result of poor species/site matches.           series was 27.1 m, and on the clayey, poorly
               Other failures resulted from a lack of under-           drained Perry series, 24.7 m (Broadfoot, 1976).
               standing of the modifications of the sites, and         Average measured site index (50 year base age)
               subsequent changes in the soil–water relation-          for green ash on the Alligator series was 24.4 m,
               ships, duration of inundation, and changes in           and 21.0 m on the Perry series (Broadfoot, 1976).
               flood patterns resulting from agricultural and          Ozalp et al. (1998), in Mississippi, found Nuttall
               other anthropic activities (Stanturf et al., 1998,      oak fifth year survival, height and diameter un-
               2001). Lockhart et al. (2003) argue that there is       affected by soil series. Their soils included the
               no single prescription for bottomland hardwood          clayey Sharkey series (Chromic Epiaquert) and
               regeneration that suits all potential afforestation     loamier soils.
               projects in this region. Bedding poorly drained            The study site is part of a 4000-ha area that
               soils should be investigated as a potential tech-       was cleared of bottomland hardwoods about
               nique for increasing afforestation success.             40 years ago and converted to cropland. The area
                  Bedding, or mounding soil in parallel ridges, is     was land levelled and ditched, thus altering

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               a common site-preparation practice for establish-       natural drainage, and is located near the conflu-
               ing conifer plantations on wet sites of the lower       ence of the Ouachita and Boeuf Rivers, down-
               coastal plain in the south-eastern United States.       stream of a medium-sized metropolitan area
               Bedding is also commonly applied on peaty soils         (Monroe, LA). This study was designed to
               in Ireland, Scotland, Scandinavia and Canada            examine survival and growth of Nuttall oak and
               (Paavilainen and Päivänen, 1995; Rothwell et al.,       green ash on bedded and non-bedded site prep-
               1993). Bedding a lower coastal plain wetland in         aration treatments applied to three soil series
               South Carolina, USA lowered the overall surface         impacted by altered hydrologic regimes.
               water table for 2 years after stand establishment
               (Xu et al., 2000, 2002). Bedding also increased
               the depth of the water table and raised the soil
               redox potential, an indicator of soil aeration, on      Methods
               a slash pine (Pinus elliottii Engelm. var. elliottii)   Study site
               plantation in central Louisiana (McKee and
               Shoulders, 1970). Numerous studies have estab-          The study site was a 32-ha area of abandoned
               lished that bedding usually increases early             cropland located on Bouef River Wildlife
               loblolly pine (Pinus taeda L.) and slash pine           Management Area, which is between the Bouef
               growth on poorly drained sites (Langdon, 1962;          and Ouachita Rivers in northern Catahoula
               McKee and Shoulders, 1970; Mann and                     Parish, Louisiana (31º 56´ lat., 91º 52´ long.). The
               McGilvray, 1974; McKee and Wilhite, 1986).              area has an average annual precipitation of
               One exception was on silty soils in Louisiana,          148.3 cm, an average annual daily temperature of
               where bedding did not improve soil drainage             18.7ºC, an average annual daily maximum
               (Haywood et al., 1990). Thus, it is possible that       temperature of 25.1ºC and an average daily
               the benefits of bedding bottomland soils will           minimum temperature of 12ºC (Boyd, 1986).
               differ according to inherent soil properties.
                  Bottomland hardwood species productivity has
                                                                       Study establishment
               been related to soil series and site conditions,
               including hydrologic regime or hydroperiod. For         The study site was bedded in October 1996, using
               example, best site conditions for Nuttall oak           a Savannah bedding plough pulled by a rubber-
               (Quercus nuttallii Palmer) and green ash (Fraxi-        tyred skidder, and was planted to bottomland
               nus pennsylvanica Marsh.) include silty or loamy        hardwoods in January 1997. Bare root seedlings
               textures, winter to spring flooding, waterlogging       of Nuttall oak and green ash were planted by
               in winter only, water table at 0.6–1.8 m depth,         hand on beds and non-bedded positions. Nuttall
               and concave microsite positions (Baker and              oak was also direct seeded by hand at 7–10 cm
               Broadfoot, 1979). Average measured site index           depth on both bedded and non-bedded areas.
               (50 year base age) for Nuttall oak on the clayey,       Herbicides were not applied due to prolonged
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                                              R E S T O R AT I O N O F B O T T O M L A N D H A R D W O O D S                 183

            high water. The experimental design was ran-                         A US Geological Survey river stage (measured
            domized block, with blocking on the three soil                    and recorded by the US Army Corps of Engineers)
            series mapped on the site. Alligator clay (very-                  is located ~12 km upstream on the Boeuf River.
            fine, smectitic, thermic Chromic Dystraquert)                     Stage data for the period 1997–2001 were
            occurs in the lowest elevation backswamps sub-                    evaluated and related to the restoration area’s
            jected to frequent backwater flooding. Hebert silt                elevation, to determine inundation frequency and
            loam (fine-silty, mixed, active, thermic Aeric Epi-               duration. Days with river stage heights at or
            aqualf) is located on the natural levee, and Perry                above the sites elevation were counted as inunda-
            clay (very-fine, smectitic, thermic Chromic Epia-                 tion events, and these events at the lower end of
            quert) is situated in intermediate positions. Bed                 predicted flooding were verified in the field. To
            and non-bed rows were replicated randomly                         assess soil hydroperiod and onset of oxidizing
            within each block (soil series). Seedlings were                   and reducing conditions, soil redox potential elec-
            planted with a spacing of 3 m  3 m (1087 trees                   trodes were installed in November 1998 on beds
            ha–1) on 3-m-wide rows. Nuttall oak acorns were                   and non-bedded sites in each of the three soils
            direct-seeded at 0.5-m intervals on 3-m-wide                      mapped on the site. For each soil type, three plots

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            rows. Survival on random 30 m  30 m plots                        were established in which five platinum wire
            (four plots per a treatment) was measured at the                  redox electrodes, constructed as in Faulkner et al.
            end of the fourth growing season. A plot of this                  (1989), were installed at 15 cm and 30 cm depths
            size would allow for 10 planting spots per row for                for both bedded and non-bedded positions.
            seedlings or 32 sowing spots per row for direct-
            seeded acorns. There were 10 rows in a plot.
            Seedling height and ground-line diameter were
            also measured at the end of the fourth growing
                                                                              Results and discussion
            season. Survival, height and diameter of planted                  During the 5-year period, the restoration area
            Nuttall oak, direct-seeded Nuttall oak and                        was inundated by the Boeuf River, for at least two
            planted green ash were analysed by bedding treat-                 flood events per year (Figure 1). The site was
            ment within soil series using analysis of variance                flooded up to 116 consecutive days in the winter
            (ANOVA) of the General Linear Model Pro-                          and spring, and occasionally in the late fall, at
            cedure of SAS (SAS Instititute, Inc., 1999).                      heights up to 3 m above the backswamp soil

                                              18
                                              17
                                                        Plots flooded
                                              16
                                              15
                             Stage (m)

                                              14
                                              13
                                              12
                                              11
                                              10
                                                9
                                                8
                                            1/ 7
                                            1 7
                                           /1 97

                                            1/ 8
                                            1 8
                                           /1 98

                                            1/ 9
                                            1 9
                                           /1 99

                                            1/ 0
                                            1 0
                                           /1 00

                                            1/ 1
                                            1 1
                                           /1 01

                                                  02
                                            1/ 7

                                            1/ 8

                                            1/ 9

                                            1/ 0

                                            1/ 1
                                          4/ 199
                                          7/ 99

                                          4/ 199
                                          7/ 99

                                          4/ 199
                                          7/ 199

                                          4/ 200
                                          7/ 00

                                          4/ 200
                                          7/ 00
                                          1/ 99

                                          1/ 99

                                          1/ 99

                                          1/ 00

                                          1/ 00
                                         10 /19

                                         10 /19

                                         10 /19

                                         10 /20

                                         10 /20

                                               20
                                               1

                                               1

                                               2

                                               2
                                             /1

                                             /1

                                             /1

                                             /2

                                             /2
                                            1/
                                         1/

                                                                                Date

            Figure 1. Stage of Boeuf River at Fort Necessity, LA, USA, 12 km upstream from study area, for the period
            1997–2001. The heavy horizontal line through the graph indicates the stage at which the study site is
            inundated.
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               184                                             F O R E S T RY

               Table 1: Flooding duration and height above flood stage at the study area from 1997 to 2001, Bouef River
               Wildlife Management Area, LA, USA

                                     Total days                 Consecutive flooding                 Maximum flood height
               Year                   flooded                     periods (days)                     above flood stage (m)

               1997                     129                           116, 13                                  2.41
               1998                      95                            89, 6                                   1.67
               1999                      73                      35, 15, 11, 4, 4, 4                           2.39
               2000                      20                           15, 3, 2                                 1.49
               2001                     110                       53, 32, 15, 7, 3                             3.13

               (Alligator clay) level (Table 1). Soil oxidation-       following up Miwa et al. (1993), found a fifth
               potential (redox) measurements (Figure 2) indi-         year 65 per cent survival for direct-seeded Nuttall
               cate that these soils have mostly oxidized with         oak on the clayey Sharkey soil series in Missis-

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               aerobic conditions from mid-summer to Novem-            sippi. In the study reported here, in Louisiana,
               ber, and undergo periods of moderate reduction          planted Nuttall oak seedlings on beds had a mean
               and anaerobic conditions (redox potential ≤200          survival of 66.6 per cent compared with the 55.8
               mV; Gambrell and Patrick, 1978; Patrick et al.,         per cent survival on non-bedded sites. On a
               1996) before flooding, ponding and saturation           similar poorly drained clay soil in Mississippi,
               induces periods of intense reduction and anaer-         Schweitzer et al. (1997) measured 63 per cent sur-
               obic conditions (redox potential ≤100 mV; Gam-          vival after one growing season. Ozalp et al. (1997)
               brell and Patrick, 1978; Patrick et al., 1996)          had 79 per cent fifth year survival for planted
               lasting several months in the spring. The timing        Nuttall oak on similar clay soils at Lake George,
               of the flooding periods indicated in Figure 1, as       Mississippi. For this study reported here, in
               well as high seasonal precipitation relative to         Louisiana, green ash survival was nearly identical
               evaporation, is associated with the decline in soil     on beds (60.0 per cent) or on non-bedded
               redox depicted in Figure 2. Soil redox potential in     positions (61.6 per cent). Krinard and Kennedy
               the rooting zone was slightly higher on bedded          (1987) reported 80 per cent survival for Nuttall
               sites versus non-bedded sites for extended              oak and 98 per cent survival of green ash at age
               periods, indicating less intensely anaerobic con-       4 years on a plantation without weed control
               ditions.                                                and without prolonged inundation on a cleared,
                                                                       clayey poorly drained Vertisol in Mississippi. The
                                                                       two studies in the Lower Mississippi Alluvial
               Survival
                                                                       Valley were on soils very similar to the Alligator
               Overall survival on bedded sites for all species        and Perry in this study; however, the former sites
               was 61 per cent, versus 47.3 per cent on non-           were protected from prolonged flooding by levees.
               bedded sites. Direct-seeded Nuttall oak survival
               was very high regardless of bedding (95–100 per
                                                                       Height and diameter growth
               cent). Planted Nuttall oak seedlings had a 66.6
               per cent survival rate on bedded positions, versus      On the Alligator clay soils, planted and direct-
               55.8 per cent survival on non-bedded sites. Green       seeded Nuttall oak had significantly greater
               ash seedling survival did not differ on bedding         fourth year heights on beds than on non-bedded
               position; survival on beds was 60.0 per cent com-       positions (Table 2). On Perry clay soils, however,
               pared with 61.6 per cent off beds. Measured sur-        bedding significantly increased only planted
               vival rates for direct-seeded Nuttall oak in this       Nuttall oak height. There were no differences in
               study are significantly higher than those of Miwa       height of bedded or non-bedded Nuttall oaks on
               et al. (1993) and Schweitzer et al. (1997) in           the better drained and loamy Hebert silt loam,
               Mississippi, but the latter two studies were first-     whether trees were planted or direct seeded.
               year measurements in which Nuttall oak may              Bedding did not significantly increase green ash
               have delayed germination. Ozalp et al. (1998),          height on any of the three soils.
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                                              (A)
                                              400
                                              350
                                              300
                              pH 7 (mV)

                                              250
                                              200
                                              150
                                              100                                                                Bedded
                                                                                                                 Non-bed
                                                 50
                                                      0
                                                          8              9            9            9             9              9                9              0             0             0             0          0           0
                                                     19
                                                        9            99           99           99           99            99               99             00             00            00              00          00          00
                                                 1/            1   /1        1 /1         1/1          1/1          1  /1              1/1          1  /2          1 /2          1 /2          1     /2        1/2         1/2
                                          1   2/            2/            4/           6/           8/       1   0/             1   2/           2/             4/            6/            8/            1 0/       1  2/

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                                                                                                                                                  Date

                                              (B)

                                               400
                                               350
                                               300
                              pH 7 (mV)

                                               250
                                               200
                                               150
                                               100                                                                      Bedded
                                                 50                                                                     Non-bed

                                                      0
                                                            8           9           9           9            9                  9            9              0             0             0           0       0      0
                                                      99            99           99           99           99           99                 99           00             00            00           00 200 200
                                              1  /1            1/1         1 /1        1  /1       1   /1          1 /1         1     /1           1 /2        1    /2       1    /2         1  /2      1/      1/
                                          12/               2/          4/          6/          8/           1  0/          12/                 2/          4/            6/              8/       10
                                                                                                                                                                                                      /
                                                                                                                                                                                                           12
                                                                                                                                                                                                              /

                                                                                                                                                Date

            Figure 2. Soil redox potential (adjusted to pH 7) for bedded and non-bedded positions on Alligator clay
            soils in the study area, Bouef River Wildlife Management Area, LA, USA. (A) Soil redox potential at 15 cm
            depth; (B) soil redox potential at 30 cm depth.

               Nuttall oak height after 4 years in the Missis-                                                                                On the more poorly drained Alligator and
            sippi study on Sharkey clay was 90 cm on clay                                                                                  better drained Hebert soils, bedding did not affect
            sites without weed control (Krinard and                                                                                        planted Nuttall oak mean diameter (Table 2).
            Kennedy, 1987). Fifth year heights of Nuttall                                                                                  Bedding significantly increased direct-seeded
            oak on Sharkey clay at Lake George, Missis-                                                                                    Nuttall oak diameters only on the Alligator soil.
            sipppi averaged 177 cm (Ozalp et al., 1998).                                                                                   On the Perry soil, only planted Nuttall oak had
            Those height measurements are much greater                                                                                     significantly greater mean diameter on beds com-
            than that reported in this study in Louisiana,                                                                                 pared with that on non-bedded sites. Fifth year
            which was unprotected by levees and subject to                                                                                 diameter of Nuttall oak on Sharkey soil at Lake
            long and frequent inundation. Schweitzer et al.                                                                                George, Mississippi was 27 mm (Ozalp et al.,
            (1997) found Nuttall oak seedlings averaged                                                                                    1998). Green ash did not have significant mean
            40 cm tall after 1 year on a similar poorly                                                                                    diameter differences between bedded and non-
            drained clay soil.                                                                                                             bedded sites on any of the three soils. Krinard and
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               186                                                  F O R E S T RY

               Table 2: Fourth year heights and ground-line diameters of seedlings on bedded and non-bedded site positions
               for three soils, Bouef River Wildlife Management Area, LA, USA in 2000

               (A) Mean heights with standard errors for species planted or seeded on bedded and non-bedded site positions
               are compared within each soil series

                                                                                     Mean height (cm)

                                                   Alligator clay                       Perry clay             Hebert silt loam

               Species                         Bedded      Non-bedded          Bedded        Non-bedded     Bedded      Non-bedded

               Nuttall oak, planted         57.6 ± 2.6* 43.7 ± 2.7*   86.5 ± 6.3* 36.8 ± 6.2*              83.3 ± 6.4   80.2 ± 5.4
               Nuttall oak, direct seeded   36.8 ± 1.8** 23.8 ± 2.2** 45.2 ± 2.3  40.0 ± 4.9               46.6 ± 4.1   50.7 ± 5.1
               Green ash, planted           29.1 ± 2.5   38.5 ± 13.1  38.8 ± 5.0  40.3 ± 3.5               35.4 ± 2.8   33.8 ± 2.0

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               (B) Mean diameters with standard errors for species planted or seeded on bedded and non-bedded site positions
               are compared within each soil series

                                                                                     Mean height (cm)

                                                   Alligator clay                       Perry clay             Hebert silt loam

               Species                         Bedded      Non-bedded          Bedded        Non-bedded     Bedded      Non-bedded

               Nuttall oak, planted         12.4 ± 0.8     14.5 ± 4.7   13.3 ± 1.0*           5.3 ± 1.5*   15.3 ± 1.2   15.1 ± 0.9
               Nuttall oak, direct seeded    6.4 ± 0.4**    4.1 ± 0.3**  7.8 ± 0.5            7.0 ± 0.7     7.1 ± 0.7    6.2 ± 0.5
               Green ash, planted            6.4 ± 0.8      9.0 ± 1.9    5.9 ± 0.7            6.9 ± 0.6     6.9 ± 0.5    7.5 ± 0.9

               * P-value < 0.05, ** P-value < 0.01 (significance level attained in ANOVA). Comparisons are between bedded
               and non-bedded positions within soil for each species/regeneration technique.

               Kennedy (1987) measured green ash height of                  Although the growth results are not spectacular,
               2.3 m at 4 years in Mississippi on clay soils                mean fourth year height for a major desirable
               without weed control.                                        species (Nuttall oak) was increased by bedding
                 Bedding effects on Nuttall oak height and                  these low, clayey backswamp Vertisols. We con-
               diameter were significant only on the poorly                 clude that bedding on the more poorly drained
               drained Alligator and Perry clays, and not on the            and clayey soils, such as Alligator clay, benefits
               somewhat poorly drained Hebert silt loam.                    the height growth of planted Nuttall oak more
               Similar results were found with loblolly pine                than bedding on loamier somewhat poorly
               heights and diameters on bedded south-eastern                drained soils such as Hebert. Neither green ash
               US soils (Mann and McGilvray, 1974; McKee and                height nor diameter growth is benefited by
               Wilhite, 1986), where bedding benefited pine                 bedding on any of these three soils. Bedding was,
               growth on poorly drained soils, but not some-                however, effective in increasing overall species
               what poorly drained or moderately well-drained               survival. Bedding helps restore soil and site
               soils.                                                       micro-topography, and influences the local
                                                                            hydrological regime, but the massive changes
                                                                            made by humans are difficult to mediate and are
                                                                            certainly a challenge for the land manager
               Conclusions                                                  working in heavily impacted areas. Bedding
               Frequent, high and prolonged flooding and long               frequently flooded, poorly drained, clayey soil
               periods of anaerobic conditions on this site make            should be considered a potential practice to
               bottomland hardwood restoration a challenge.                 benefit Nuttall oak seedling growth when
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            planning forest restoration plantings on former              US Department of the Interior, Fish and Wildlife
            agricultural fields.                                         Service, Washington, DC.
                                                                       McKee, W.H. Jr. and Shoulders, E. 1970 Depth of water
                                                                         table and redox potential of soil affect slash pine
            Acknowledgements                                             growth. For. Sci. 16, 399–402.
                                                                       McKee, W.H. Jr and Wilhite, L.P. 1986 Loblolly pine
            This study was funded in part by the Utility Forest
                                                                         response to bedding and fertilization varies by
            Carbon Management Program, Edison Electric Insti-
                                                                         drainage class on Lower Atlantic Coastal Plain sites.
            tute and the McIntire-Stennis Forestry Cooperative
                                                                         South. J. Appl. For. 10, 16–21.
            Research Program.
                                                                       Mann, W.F. Jr and McGilvray, J.M. 1974 Response of
                                                                         slash pine to bedding and phosphorus application in
                                                                         southeastern flatwoods. USDA Forest Service
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