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(American Journal of Botany. 1999;86:1677-1682.)
© 1999 Botanical Society of America, Inc.

Biomechanical properties of the trunk of the devil's walking stick (Aralia spinosa; Araliaceae) during the crown-building phase: implications for tree architecture1

Christopher H. Briand2,1, Shannon M. Campion1, Damion A. Dzambo1 and Kerri A. Wilson1

1 Department of Biological Sciences, Henson School of Science and Technology, Salisbury State University,Salisbury, Maryland 21801

Received for publication September 4, 1998. Accepted for publication March 30, 1999.


    ABSTRACT
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
During the crown-building phase, the mechanical architecture of the trunk of Aralia spinosa exhibits considerable ontogenetic variation. All trunks were tapered along their length, and taper was dependent on both ramet size and age; older, larger trunks were more tapered than younger, smaller trunks. Trunk specific gravity, % bark, wood, and pith exhibited considerable inter- and intra-ramet variation. Specific gravity increased with both increasing ramet size and age, and declined acropetally in the majority of ramets sampled. Wood specific gravity was generally unrelated to ramet size, age, or position along the length of the trunk. Percent wood increased while % pith decreased with increasing ramet size and age. There was no relationship between % bark and either ramet size or age. Both % bark and % wood tended to decline acropetally, while % pith increased acropetally. On average, 47% of the variation in specific gravity could be attributed to % wood, while 77% could be attributed to % pith. Percent bark accounted for only 14% of the variation in specific gravity. We suggest that the relatively pithy trunk of Aralia spinosa (average range: 4–15%) allows for rapid height growth, but imposes severe constraints on crown architecture and the maximum size attainable by this species.

Key Words: Aralia spinosa; • Araliaceae • biomechanics • devil's walking stick • specific gravity • trunk anatomy


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Early studies of the mechanical architecture of trees assumed that the mechanical properties of the trunk remained fixed throughout the life history of the tree (McMahon, 1973 ; McMahon and Kronauer, 1976 ; King and Loucks, 1978 ; Norberg, 1988 ). Recent evidence suggests that rather than being fixed, the mechanical architecture of woody stems varies as the tree grows and ages. For example, the physical and mechanical characteristics of wood have been reported to vary from pith to bark (Rueda and Williamson, 1992 ; de Castro, Williamson and de Jesus, 1993 ; McDonald, Williamson, and Wiemann, 1995 ; Wiemann and Williamson, 1988, 1989a, b ), between heartwood and sapwood (Niklas, 1997a, b, c ), along the length of the trunk (Rueda and Williamson, 1992 ; Niklas, 1997b ), and between different growth phases (Seino, 1998 ). This variation can be attributed in part to anatomical and possibly chemical changes in the stem tissues during ontogeny (McDonald, Williamson, and Wiemann, 1995 ; Rowe and Speck, 1996 ; Mencuccini, Grace, and Fioravanti, 1997 ). Niklas (1997a) concluded that " ... the mechanical architecture of arborescent species is highly complex and temporally dynamic."

The trunk of a self-supporting woody plant (tree/shrub) performs a number of functions, including transport, storage, and support. Mechanically, a tree trunk must support both static and unpredictable dynamic loadings. Static loadings include those imposed by leaves, branches, and reproductive structures, while the most common dynamic loading experienced by the trunk is wind pressure (Speck, Spatz, and Vogellehner, 1990 ; Telewski, 1995 ; Vogel, 1995 ; Niklas, 1997c ).

The growth of Aralia spinosa L. can be divided into two broad stages: the trunk-building and crown-building phases. The trunk-building phase lasts until first flowering, when ramets reach an average age of 3.5 yr and a height of 260 cm. The production of the terminal inflorescence consumes the apical meristem, and the following year, on average, 2.7 branches are formed from overwintering axillary buds (White, 1984 ). During the trunk-building phase, the trunk supports the static loading of the leaves and at some point the first inflorescence. Subsequently during the crown-building phase the trunk must support the mass of leaves, branches, and additional inflorescences.

The mechanical properties of the trunk can be investigated by performing bending tests, which allow the calculation of variables such as the elastic modulus (E), flexural stiffness (EI), and modulus of rupture (MR) (Niklas, 1997a, b, c ), or by determining specific gravity (Panshin and de Zeeuw, 1980 ; Wiemann and Williamson, 1988, 1989a, b; Rueda and Williamson, 1992 ; de Castro, Williamson, and de Jesus, 1993 ; McDonald, Williamson, and Wiemann, 1995 ; Niklas, 1997c ). Specific gravity is positively correlated with both the elastic modulus and the modulus of rupture (Niklas, 1992 ). The main advantage of using specific gravity is that it can be determined economically with a minimum of equipment. Our present investigation focuses on the biomechanics of the trunk of Aralia spinosa during the crown-building phase. The trunk is a composite structure composed of an outer cylinder of bark and an inner cylinder of wood surrounding a central pith. The primary objectives of this study were: (1) to determine whether specific gravity varied along the length of the trunk; (2) to determine whether the cross-sectional anatomy of the trunk varied along its length; and (3) to determine whether specific gravity was related to trunk anatomy. The implications of trunk design on crown architecture and tree size will also be explored. This is the first attempt to quantify the biomechanical characteristics of the trunk for this species and is part of a larger investigation into the biomechanics and allometry of Aralia spinosa (Briand et al., 1998 ).


    MATERIALS AND METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Sampling
Fifteen ramets of Aralia spinosa with branching crowns (Fig. 1) were randomly sampled in March 1997 at a single site on the bank of Horsebridge Creek in Wicomico County, on Maryland's Eastern Shore in the USGS 7.5 minute "Wango Quadrangle" (Long 38°20.00' N, Lat 75°29.06' W). The ramets were felled, and the length of the trunk below the crown was measured to the nearest cm. Discs 3 cm in thickness were cut at 11 equally spaced intervals along the length of each trunk (position [POS] 1–11, with POS1 being the most basal and POS11 being the most acropetal) using a band or table saw. The age of each ramet was estimated by counting the number of annual rings in the basal most disc. The trunks ranged in age from 6 to 12 yr, in diameter from 3.19 to 8.43 cm, and in length from 186 to 409 cm. For each section the following measurements were made: diameter, bark radial diameter, wood radial diameter, and pith diameter. Measurements were made to the nearest 0.1 mm with vernier calipers. The area and percentage of each disc composed of bark, wood, and pith were estimated from these measurements. Each disc was air dried at room temperature for at least 2 mo, and overall specific gravity (SG) and wood SG were determined by dividing dry mass by volume. In order to determine wood SG, a block of wood 2 cm wide whose length encompassed the thickness of the wood from pith to bark was cut from each disc using a scroll saw. The volume of each disc and wood block was determined by submersion in a container of water on an electronic balance (Haygreen and Bowyer, 1982 ).



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Fig. 1. Illustration of a ramet of Aralia spinosa with a branched crown, before leaf out

 
Statistical analyses
Variation of SG, % bark, wood, and pith among ramets was analyzed using one-way ANOVA or the Kruskal-Wallis test (when data were not normally distributed). Variation in SG and anatomy along the length of each trunk was explored by regressing (ordinary least squares: OLS) each variable against position. The relationship between overall SG and stem anatomy was determined by regressing SG against each anatomical variable (% trunk cross-sectional area composed of bark, wood, and pith). The taper coefficient (slope of the OLS regression: cross sectional area vs. position) was regressed against both trunk diameter and age in order to determine whether taper varied during ontogeny. The influence of ontogeny on SG, % bark, wood, and pith, was determined by regressing mean values for each ramet against trunk basal diameter and age. The significance level for the preceding tests was set at {alpha} = 0.05. The validity of linear regression was determined using the experimental lack-of-fit test ({alpha} = 0.10) (Burns and Ryan, 1983 ) and by examining the relationship between the standardized residuals and the fitted values. Statistical analyses were performed using Minitab (Minitab, 1996 ).


    RESULTS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Trunk diameter and taper
As expected, basal trunk diameter was positively correlated with ramet age (r = 0.798, P < 0.001), however trunk length showed no association with age (r = 0.345, P = 0.208) or diameter (r = 0.332, P = 0.227). All of the trunks sampled were tapered along their length, as evidenced by an acropetal decline in cross-sectional area along the length of each trunk (Table 1). Position explained, on average, 87% of the variation in area. A negative linear relationship was found between the taper coefficient and both trunk diameter and age (Figs. 2, 3), indicating that larger and older trunks had a tendency to have a greater degree of taper than smaller and younger trunks.


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Table 1. Ordinary least squares (OLS) regression statistics for the relationship between the anatomical and biomechanical variables of interest (V) and position in cm (POS) along the trunk: v = a + bPOS, where a is the intercept and b is the slope

 


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Fig. 2. The relationship between the taper coefficient (slope [b] from OLS regression: area = a + bPOS) and ramet trunk diameter for Aralia spinosa during the crown-building phase (r =-0.830, P < 0.001)

 
Specific gravity
Trunk SG varied among the ramets sampled (P = 0.001; Kruskal-Wallis test), ranging from a low of 0.425 to a high of 0.489 (mean ± 95% CI: 0.464 ± 0.010). Average trunk SG was positively correlated with both ramet basal diameter and age (Table 2). Of the trunks sampled, 73% exhibited a significant acropetal decline in SG along the length of the trunk (Table 1), with position accounting for 55% of the variation. At POS1, SG averaged 0.488 ± 0.009, declining to 0.432 ± 0.020 at POS11.


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Table 2. Correlation coefficientsa and P values (in parentheses) for the relationship between selected biomechanical and anatomical variables (mean values), and both ramet basal diameter and age

 
Wood SG varied among the ramets sampled (P < 0.001; one-way ANOVA), ranging from a low of 0.474 to a high of 0.538 (mean ± 95% CI: 0.498 ± 0.009). Overall, wood SG was unrelated to ramet basal diameter or age (Table 2). Of the trunks sampled, 73% showed no significant relationship between wood SG and position. Three trunks exhibited a significant acropetal decline in wood SG (r = -0.674 to -0.841, P < 0.023), while one trunk exhibited a significant acropetal increase in wood SG (r = 0.864, P < 0.001).

Trunk anatomy
Percent bark varied among the ramets sampled (P < 0.001; one-way ANOVA), ranging from a low of 15.2% to a high of 28.3% (mean ± 95% CI: 19.7 ± 1.9%). There was no relationship between % bark and either basal diameter or age (Table 2). Bark area declined along the length of the trunk for all trunks sampled, while 60% of the trunks exhibited a significant decrease in % bark (Table 1). Position explained, on average, 69% of the variation in area, and 35% of the variation in % bark. At POS1, 23.8 ± 3.2% of of the trunk was composed of bark; decreasing to 15.8 ± 2.2% at POS11 (Fig. 4).



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Fig. 4. Diagrammatic cross sections of the trunk of Aralia spinosa during the crown-building phase at POS1 and POS11 showing the average relative proportions of the following tissues: bark (dark grey), wood (cross-hatched), and pith (light grey). POS1: bark (23.8%), wood (74.7%), and pith (1.5%). POS11: bark (15.8%), wood (64.1%), and pith (20.1%)

 
Percent wood varied among the ramets sampled (P < 0.001; Kruskal-Wallis test), ranging from a low of 66.2% to a high of 76.9% (mean ± 95% CI: 70.3 ± 1.8%). Percent wood increased with increasing basal diameter and age (Table 2). All of the trunks sampled exhibited a significant acropetal decline in wood area, while 67% exhibited an acropetal decline in % wood (Table 1), with position accounting for 90 and 39% of the variation, respectively. At POS1, 74.7 ± 3.5% of the trunk was composed of wood, decreasing to 64.1 ± 4.3% at POS11 (Fig. 4).

Percent pith varied among the ramets sampled (P = 0.002; Kruskal-Wallis test), ranging from a low of 3.7% to a high of 15.2% (mean ± 95% CI: 10.0 ± 2.2%). Percent pith declined with increasing basal diameter and age (Table 2). Pith area as well as % pith increased acropetally along the length of the trunk, for all of the trunks sampled (Table 1). At POS1 1.5 ± 0.5% of the trunk was composed of pith. This increased to 20.1 ± 5.2% at POS11 (Fig. 4). Position explained, on average, 69% of the variation in pith area, and 81% of the variation in % pith.

Specific gravity and trunk anatomy
Sixty-seven percent of the trunks sampled exhibited positive correlations between SG and % wood, while 80% of the trunks exhibited significant negative correlations between SG and % pith (Table 3). On average, 47% of the variation in SG could be attributed to % wood and 77% to % pith. There was little association between SG and % bark, with only 20% of the trunks exhibiting a significant association between these two variables (Table 3). Percent bark accounted for, on average, only 14% of the variation in SG.


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Table 3. Ordinary least squares (OLS) regression statistics for the relationship between trunk specific gravity (SG) and the anatomical variable of interest (V): SG = a + bV, where a is the intercept and b is the slope

 

    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Basal diameter and taper
During the crown-building phase, the biomechanical design of the trunk of Aralia spinosa shows considerable ontogenetic variation. All of the ramets sampled at Horsebridge Creek were tapered and exhibited increased basal diameter (as expected) with increasing age. The diameter of the stem has been demonstrated to influence mechanical stiffness, with stiffness increasing with increasing diameter regardless of tissue type (Mattheck, 1991 ; Niklas, 1992 ). During the crown-building phase in Aralia spinosa the stiffness of the basal region of the trunk is predicted to increase with ramet age, and on the basis of trunk taper, to decrease acropetally, i.e., stiffer at the base and less stiff at the top. Taper was not invariant between ramets but was size and age dependent, with larger and older ramets exhibiting a greater degree of taper. In other words, the base of the trunk was relatively stiffer in relation to more acropetal regions in older larger trunks than in younger smaller trunks. A tapered trunk is thought to be mechanically advantageous for two reasons: (1) maximum stress occurs at the base of the trunk during bending (dynamic loading) where diameter is greatest, and (2) distal portions can deflect without breaking (Mosbrugger, 1990 ; Speck, Spatz, and Vogellehner, 1990 ; Niklas, 1997a ). Also, a tapered trunk is more economical to construct than a nontapered trunk with the same basal diameter (Niklas, 1997d ). Briand et al. (1998) reported that during the trunk-building phase, only about half of the sampled trunks exhibited continuous taper along the length of the trunk. Taper was also unrelated to ramet size. This may represent real adaptive differences between trunks during different ontogenetic stages. Speck, Spatz, and Vogellehner (1990) suggested that taper may be less important for smaller individuals that occupy a region of relatively low wind velocity than for larger individuals that occupy a region of relatively high wind velocity (wind velocity increases with distance from the ground).

Specific gravity
Specific gravity can be used as an indicator of the mechanical properties of wood, as SG is positively correlated with both the elastic modulus (E) and the modulus of rupture (MR) (Niklas, 1992 ). Thus as SG increases, wood generally becomes stiffer and less prone to fracture. Overall trunk SG in Aralia spinosa was both size and age dependent; SG increased with increasing ramet size and age. Thus as Aralia spinosa becomes older and larger, the trunk becomes stiffer, more able to handle increased static and dynamic loadings resulting from increased crown size: the number of live branches in the crown of Aralia spinosa increases with ramet age (White, 1984 ). Specific gravity varied along the length of the trunk, with 73% of the ramets exhibiting continuous acropetal decline in SG. Thus, irrespective of diameter, younger more acropetal portions of the trunk are predicted to be less stiff than older more basipetal portions. Wood SG was generally unrelated to ramet basal diameter, age, and position along the length of the trunk. Wiemann and Williamson (1989a) have reported that SG in a single large (dbh = 23 cm) specimen of Aralia spinosa exhibited a 10% decline from pith to bark. In light of our data, further investigation of radial variation in wood SG in this species is warranted.

Anatomy
The primary stiffening tissue in the trunks of most arborescent plants is secondary xylem or wood. In the majority of angiosperms and gymnosperms the trunk is composed of a rigid core of wood, surrounding a small central pith, the conifer type. In some species, however, a cylinder of wood surrounds a much larger central pith, the Calamites type (Mosbrugger, 1990, 1991 ; Niklas, 1997a ). Rather than fitting one of these models of trunk construction, the trunk of Aralia spinosa exhibits a gradient from one model to the other. At the base of the trunk of Aralia spinosa, 75% of the cross-sectional area is composed of wood and only 2% is pith, while just below the crown, the amount of wood decreases to 64% and pith increases to 20% (Fig. 4). In other words, the percentage of the cross-sectional area composed of wood decreased, while the percentage of pith increased acropetally. The percentage of the cross-sectional area composed of bark declined in only 60% of the ramets. As wood is the stiffest material in the trunk, stiffness would be highest at the base and lowest in the distal region. This situation is mechanically advantageous, because as indicated previously the majority of stress in the trunk during dynamic loading is at the base.

The main advantage of a stem with a large central pith is that it requires less energy to construct than a solid trunk, allowing resources to be diverted into extension growth. Aralia spinosa is an early-successional species, which exhibits rapid stem elongation (White, 1984 ; Sullivan, 1992 ). Rapid stem elongation may allow this species to quickly erect a crown and shade out competitors. The positioning of wood in an outer cylinder also provides the best mechanical support when the quantity of stiffening tissue is limited (Niklas, 1997d ). The central pith may also provide some mechanical support through turgor pressure (hydrostatic skeleton), thus helping to prevent local buckling (Mosbrugger, 1990 ; Niklas, 1992 ).

The anatomy of the trunk may, however, impose severe restrictions on the growth habit of this species. Trunks that have a relatively large pith or are hollow are predicted to greatly constrain the growth of the crown that they support (Mosbrugger, 1990, 1991 ). The stability of lateral branches is compromised, as they are supported by only a relatively thin cylinder of wood. Thus, in order to reduce the risk of branch failure and buckling of the trunk, the number of branches and branch angles must be minimized. The resulting small crown further constrains height by reducing photosynthate production. The growth habit of Aralia spinosa is consistent with Mosbrugger's predictions. Figure 1 depicts the sparse branching and relatively small branch angles described by White (1984) . In fact, this species has fewer branches per unit of leaf area than all other species in White's (1983) study of the eastern deciduous forest. The large bipinnately compound leaves (White, 1983, 1984 ; Briand et al., 1998 ) may, however, provide some compensation for the lack of branch production. Height growth also appears to be compromised, with maxima reported only between 7 and 10 m (Sullivan, 1992 ). Stevens and Perkins (1992) reported that trees like Aralia spinosa with relatively massive branches (large diameter) tend to be smaller, on average, than species with relatively small branches. They concluded that "crown architecture constrains or is constrained by plant life history." We propose that crown architecture, at least in Aralia spinosa, is constrained by the mechanical architecture of the trunk.

Anatomy and specific gravity
Trunk SG is positively correlated with the percentage of wood and negatively correlated with the percentage of pith. Changes in SG along the length of the stem and between ramets of differing size and age can be largely explained by changes in the ratio of wood to pith. As indicated previously, wood SG exhibited little longitudinal variation.

Conclusions
Our data support Niklas' (1997a) contention that " ... the mechanical architecture of arborescent species is highly complex and temporally dynamic." During the crown-building phase the trunk of Aralia spinosa is constructed to maximize stiffness at the base where maximum stress occurs during dynamic loading and to bend without breaking in more distal regions. This is achieved by constructing a tapered trunk, whose anatomy varies such that the percentage of the trunk composed of wood increases, while the percentage of pith decreases basipetally. Consequently, stiffness as measured by SG increases basipetally and decreases acropetally. The internal architecture of the trunk (large pith surrounded by a cylinder of wood), especially in more distal regions, is economical and allows for resources to be diverted to extension growth, an important feature for a pioneer. This design, however, imposes severe constraints on crown size and the maximum size attainable by this species.



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Fig. 3. The relationship between the taper coefficient (slope [b] from OLS regression: area = a + bPOS) and ramet age for Aralia spinosa during the crown-building phase (r =-0.606, P = 0.017)

 

    FOOTNOTES
 
1 The authors thank Dr. Paul Grecay for assistance in the field, the SSU Art Department for use of the wood shop, Chesapeake Forest Products for permission to sample on their property, Drs. Jack Fisher (Fairchild Tropical Garden) and Kim Hunter for reading an earlier draft of this manuscript, and Cheryl Ann Hartnett for preparing Fig. 1 . This research was funded in part by a research grant to C.H.B. from the Grants and Sponsored Research Advisory Committee, and the generosity of the Biology Department, SSU. Back

2 Author for correspondence (chbriand{at}ssu.edu ). Back


    LITERATURE CITED
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Briand, C. H., A. D. Daniel, K. A. Wilson, and H. E. Woods. 1998 Allometry of axis length, diameter and taper in the devil's walking stick (Aralia spinosa L.; Araliaceae). American Journal of Botany 85: 1201–1206. [Abstract/Free Full Text]

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———. 1984 The architecture of devil's walking stick, Aralia spinosa (Araliaceae). Journal of the Arnold Arboretum 65: 403–418. [ISI]

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Right arrow Articles by Wilson, K. A.


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