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(American Journal of Botany. 2001;88:894-902.)
© 2001 Botanical Society of America, Inc.

Distribution and dynamics of two ferns: Dennstaedtia punctilobula (Dennstaedtiaceae) and Thelypteris noveboracensis (Thelypteridaceae) in a Northeast mixed hardwoods–hemlock forest1

James D. Hill2 and John A. Silander Jr

Department of Ecology and Evolutionary Biology, U-42, University of Connecticut, Storrs, Connecticut 06269-3042 USA

Received for publication March 14, 2000. Accepted for publication July 18, 2000.


    ABSTRACT
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Dennstaedtia punctilobula and Thelypteris noveboracensis are two native species that often arrest forest succession and reduce understory diversity. As part of a project to examine the feedback between forest understory and canopy dynamics, we studied the patterns of distribution and dynamics of these two fern species in an oak–transition hardwoods–hemlock forest. Dennstaedtia was least abundant under shade-tolerant tree species and most abundant in small (1–2 trees) canopy gaps, but did not show any distinct patterns across the sampled moisture regime. The light response was verified using light manipulation experiments and examination of plant size–abundance patterns across light environments. Thelypteris tended to be most prevalent under maple canopies and appeared to be more sensitive to soil moisture regime being restricted to more mesic sites than Dennstaedtia. Seasonal and year-to-year changes in abundance of established clones of both fern species were small, suggesting that once established, both species can maintain a strong hold on a site. Further work on the niche requirements of the two species is warranted, but any event that maintains or promotes canopy openness (tree death by disease or windthrow, forest harvesting, or the elimination of a shrub layer by browsing) will promote persistence of Dennstaedtia.

Key Words: Connecticut • forest regeneration • forest understory dynamics • Great Mountain Forest • hayscented fern • New York fern • successional dynamics


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
The distribution and abundance of herbs, shrubs, and tree seedlings in the forest understory are influenced by a wide variety of environmental factors. These include light availability (Lipscomb and Nilsen, 1990a ), water availability (Beals and Cope, 1964 ; Lipscomb and Nilsen, 1990b ), the availability of nitrogen and other soil nutrients (Rice and Pancholy, 1973 ; Finzi, 1996 ), and microtopographical variation (Bratton, 1976a, b ; Beatty, 1984 ). Some of the variation in the forest understory environment can be linked to species-specific influences of canopy trees in the quality and quantity of light transmittance (Canham, 1988 ; Canham et al., 1994 ), differences in stemflow quality and quantity (Gersper and Holowaychuk, 1971 ; Crozier and Boerner, 1984 ), and leaf litter chemistry (Lodhi, 1977 ). Although less studied, biotic interactions such as competition among understory species within the herb layer may be important in determining the distribution and abundance patterns of understory plants (Maguire and Forman, 1983 ; Collins and Good, 1987 ). However, few studies have explored these biotic interactions and even fewer have attempted to examine the feedback between forest understory and canopy dynamics (Hill, 1996 ).

Although there are many studies of the distribution and dynamics of temperate forest herbs and shrubs (e.g., Brewer, 1980 ; Moore and VanKat, 1986 ; Plocher and Carvell, 1987 ; Collins and Pickett, 1988 ), few have examined the role of these understory species in the successional dynamics of the forest (Hill, 1996 ). Herbs and shrubs can play significant roles in determining the composition and abundance of tree seedlings in forest stands (Horsley, 1977a, b ; Maguire and Forman, 1983 ; Phillips and Murdy, 1985 ; Kolb, Bowersox, and McCormick, 1990 ). These understory species can also have an important impact on forest dynamics. For example, the combined, negative effects of understory species (Dennstaedtia punctilobula, Thelypteris noveboracensis, Brachyelytrum erectum, and Lycopodium obscurum) often results in the failure of the forests to regenerate (arrested succession) in the Allegheny Plateau of Pennsylvania (Horsley, 1977a, b, 1985 ) and New York (Drew, 1988, 1990 ).

Hayscented fern (Dennstaedtia punctilobula) and New York fern (Thelypteris noveboracensis) are two prominent species that can interfere with forest regeneration (Horsley, 1977a, b ; Drew, 1988, 1990 ; Hill, 1996 ), yet our understanding of the ecology of these species is limited. The abundance of tree seedlings under these fern canopies can be dramatically (60–85%) reduced (Horsley, 1977a ; Hill, 1996 ). Though the detrimental effects of hayscented fern on tree seedling growth and survivorship have been shown (Horsley and Marquis, 1983 ; Drew, 1988 ; Horsley, 1993 ; Hill, 1996 ), less work has been conducted on New York fern (Horsley, 1977b ). Since these understory species have the potential to influence forest regeneration patterns, understanding their distribution and dynamics is critical to understanding the successional dynamics of the forest.

Hayscented fern (Dennstaedtia punctilobula) and New York fern (Thelypteris noveboracensis) are abundant throughout the understory of secondary growth, oak–transition hardwoods–hemlock stands at Great Mountain Forest (GMF), Connecticut. The two species commonly co-occur and thus appear to have similar distributional patterns in the forest understory. However, they differ in their rhizome morphology (R. McCalley and J. D. Hill, unpublished data, Yale University) with hayscented fern growing ~9 cm/yr and New York growing ~1–2 cm/yr. Also, hayscented fern has a continuous population of fronds and New York fern has more discrete patches of fronds. In addition, there may be subtle differences in the moisture requirements of the two species (J. D. Hill, personal observation). Both are native species but, based on current distribution patterns, hayscented fern appears to be more invasive, spreading aggressively in comparison to New York fern.

The objectives of this study were to quantify the patterns of distribution, abundance, and within- and between-season dynamics of hayscented and New York fern in relation to canopy tree species and canopy tree gaps (1–2 tree gaps) in the forest and to assess whether these patterns are related to light and moisture availability.


    MATERIALS AND METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Study area
This research was conducted in and around the Great Mountain Forest, located in the towns of Norfolk and Canaan, Connecticut (42°00' N, 73°15' W). Great Mountain Forest is a 2500-ha, privately owned tract of oak–transition hardwoods–hemlock forest located on the south end of the Berkshire Plateau. The forest spans an elevational range of 250–550 m and consists mostly of secondary growth stands logged 80–150 yr ago. Soils in the sites are fine sandy loams, primarily Dystrochrepts developed on shallow, glacial till derived from the mica schist and gneiss bedrock of Canaan Mountain. Forests in the region are dominated by a mix of species characterizing the conifer–northern hardwood forests of central and northern New England and the oak forests of southern New England.

Study species
Hayscented fern (Dennstaedtia punctilobula (Michx.) Moore) is a homosporous, leptosporangiate fern native to the eastern United States and Canada (Cody, Hall, and Crompton, 1977 ). In New England, hayscented fern is common in deciduous forests, along roadsides, and at the edges of old fields (Hammen, 1993 ). Hayscented fern colonizes bare mineral soil via spores, but once established can spread aggressively through underground stems (rhizomes) (Conard, 1908 ; Horsley, 1984 ; Groninger and McCormick, 1991 ). The basic architecture of the rhizome is linear with dichotomous branching at 8–24 cm intervals with fronds arising on alternate sides of the rhizome (Conard, 1908 ). The rhizome of hayscented fern has the capacity to expand by either centrifugal (due to repeated branching) or linear growth (unbranched rhizome) of the perennial rhizome system (Hammen, 1993 ; Hill, 1996 ). The perennial rhizomatous habit allows the rapid formation of an early growing season canopy, often putting the species in direct competition with other herbs and tree seedlings (Horsley and Marquis, 1983 ). Despite being a native species, hayscented fern is often considered a weed (Cody, Hall, and Crompton, 1977 ; Hammen, 1993 ), as it out-competes more desirable species.

New York fern (Thelypteris noveboracensis (L.) Nieuwl.) has long-creeping rhizomes that are slender and cord-like. Unlike hayscented fern, fronds of New York fern occur closely packed in tufts of three to four fronds or as solitary fronds. Although the rhizomes are linear in form like those of hayscented fern, rhizome growth rates are much slower in New York fern on the order of 1–2 cm annually (R. McCalley and J. D. Hill, unpublished data, Yale University). New York fern is prevalent in somewhat shady, moist to dry, rich woods and on swamp edges (Lellinger, 1985 ). Both hayscented and New York fern occur in moderately acidic soils and appear to be similar in their niche requirements (J. D. Hill, personal observation). Additionally, New York fern appears to be a far less weedy and aggressive species, posing less of a problem with forest regeneration failure.

Quantifying fern distribution and abundance
Because hayscented and New York fern are clonal organisms, the strict definition of a genetic individual (genet) was difficult. To circumvent this problem, we used aboveground ramet density (fronds) to quantify fern abundance. Ramet density was assessed in 105, 1-m2 plots in July and August of 1991. Plots were placed out randomly after stratifying by canopy tree species types (see below). Plots were recensused in 1992, 1993, and 1994 to assess the dynamics of these fern populations (see Fern dynamics below).

To address whether species-specific canopy tree effects were important, census plots (N = 15 per canopy type) were located beneath specific canopy trees (Tsuga canadensis, Fagus grandifolia, Quercus rubra, Prunus serotina, Acer rubrum, or A. saccharum) or in small (1–2 canopy tree gaps) canopy gaps. Plots were chosen in a stratified random fashion, and although they span a range of understory light conditions (0.25–26.0% full sun), soil moisture conditions were in the mesic (6.5–30.0% moisture) range. The species of fern, the number of mature and immature ramets, and the average ramet height by plot were recorded on each census date.

The patterns of distribution and abundance of hayscented and New York fern with respect to canopy type, light availability, and soil moisture availability were determined using the 1991 data set. Assumptions of normality and homogeneity of variance were evaluated throughout using graphical diagnostics. If necessary, log or power transformations were utilized, or nonparametric approaches were employed. Distributions in terms of presence–absence were evaluated using Wilcoxon two-sample tests (SAS, 1987 ). The analysis of abundance patterns with respect to resources was performed at the canopy type level using one-way ANOVA and Kruskal-Wallis tests (with Bonferroni t tests for comparisons of means) and on a continuous basis with regression.

Quantifying resource availability
Light availability was assessed using hemispherical photographs (see Canham 1988 for detailed methods) taken 1.5 m above the ground in each plot in July of 1991. An index of whole-growing-season light availability (GLI, following Canham, 1988 ) was computed for each photograph. The GLI index integrates the seasonal and diurnal movements of the sun, the mix of diffuse and beam radiation, and the spatial distribution of canopy openness into a single index in units of percentage of full sun. This index is correlated with total photosynthetically active radiation (PAR) under closed and open canopies and in gaps (Canham, 1988 ; Canham et al., 1994 ). Soil moisture availability (percentage of volume) was quantified using time domain reflectometry (Trase Instrumentation, Soilmoisture Equipment Corp., Goleta, California, USA; see Gray and Spies [1995] for detailed methods) in each of the 1-m2 plots. Soil moisture measurements were taken in both 1991 and 1992 at the mid-growing season census, as the average of three measurements (spatial replicates) in each of the 1-m2 plots.

Fern dynamics
In addition to the 1991 data set, census data were also collected in June, July, and August of 1992, and July of 1993 and 1994. As with the 1991 census data, species of fern, the number of mature and immature ramets, and the average ramet height by plot were recorded on each census date.

Abundance patterns within the growing season (seasonal) were extracted from the 1991 and 1992 data sets. Paired comparisons t tests were used to assess differences in the mean abundance (number of fronds per square meter) across census dates. In addition, correlation and regression analysis were used to evaluate changes in frond density with respect to initial density, light availability, soil moisture availability, and the density of the other fern species.

Changes in abundance between growing seasons were compared using the entire data set (1991–1994). Patterns of fern dynamics were evaluated using mean midseason (July) abundance for all years in paired comparison t tests. In addition, correlation and regression analyses were used to evaluate the importance of initial frond density, light availability, and soil moisture availability to changes in frond density over three growing seasons. All data analyses were performed using the SAS statistical program (SAS, 1987 ) unless otherwise indicated.

To further assess the importance of light in determining the distribution and abundance patterns of hayscented fern, two small-scale experiments were performed. The shading experiment explored the dynamics of fern following reductions in light. The invasion experiment involved measuring the dynamics of fern following increases in light. In the shade experiment, aboveground ramet density and light incident on the fern canopy were measured in 40 1-m2 plots. A shading treatment was then applied to 20 of these plots using a shade box 1.5 x 1.5 m in size, 1.5–2.0 m tall, and consisting of 92% shade cloth. In other words, 8% of the light incident on the shade box transmitted through to the fern. Frond density was measured in these plots 1 and 2 yr after initiation of the shading treatment. Light beneath the shade boxes was calculated as a percentage of light incident on the shade box. Pretreatment light levels ranged from 1.4 to 10.1% of full sun; after shading, light levels above the fern ranged from 0.1 to 0.8% of full sun. Shading treatment did not affect soil moisture as no difference between shaded and control plots (t test, P > 0.05) was observed. Posttreatment (future) fern abundance was expressed as a function of pretreatment (past) fern abundance and light availability using maximum likelihood regression analysis.

The invasion experiment involved increasing the light over the fern census plots. Light was increased by either cutting experimental gaps in the forest canopy or by locating areas in the forest that had been harvested for timber within the last 1–2 mo. Initial fern abundance was quantified in 40 1-m2 plots immediately following canopy removal. Light was quantified following the removal of the forest canopy using hemispherical photographs and ranged from 2 to 37% of full sun. Fern abundance was then quantified 1, 2, and 3 yr following the initiation of the canopy removal treatment. Posttreatment (future) fern abundance was modeled as a function of pretreatment (past) fern abundance and light availability using maximum likelihood regression analysis.


    RESULTS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
Patterns of fern distribution and abundance
Hayscented fern (Dennstaedtia punctilobula) was differentially distributed with respect to canopy tree species (Fig. 1A). On the other hand, New York (Thelypteris noveboracensis) fern was more evenly distributed (Fig. 1B). In both 1991 (one-way ANOVA, F6,51 = 17.95, P < 0.0001, r2 = 0.68) and 1992 (one-way ANOVA; F6,51 = 22.56; P < 0.0001; r2 = 0.73), hayscented fern was least abundant beneath eastern hemlock (Tsuga canadensis) and American beech (Fagus grandifolia) canopies and most abundant in open areas within the forest (Fig. 1A). These relationships were quite significant as 68 and 73% of the variation in fern abundance (expressed throughout as frond density) was explained by canopy tree species.



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Fig. 1. Distribution of (A) hayscented fern (Dennstaedtia punctilobula) and (B) New York fern (Thelypteris noveboracensis) in relation to canopy tree species in an oak–transition hardwoods–hemlock forest. Bars represent mean fern abundance in 1991 (solid bars) and 1992 (stippled bars), error bars are 1 SE of the mean. Canopy tree species are as follows: TSCA, Tsuga canadensis; FAGR, Fagus grandifolia; QURU, Quercus rubra; PRSE, Prunus serotina; ACRU, Acer rubrum; ACSA, Acer saccharum; NONE, gap in forest canopy. Shared letters indicate means that are not significantly different (0.05 level) by Bonferroni t tests performed for each year separately

 
New York fern abundance tended to be highest, although not significantly, under red maple (Acer rubrum) and sugar maple (A. saccharum) canopies and lower under other species or in the open (Kruskal-Wallis test: 1991 and 1992, P > 0.05, Fig. 1B). Clearly, the distributional patterns of hayscented and New York fern were different: In both 1991 ({rho} = -0.2555, P < 0.01) and 1992 ({rho} = -0.2296, P < 0.05), the abundance of hayscented and New York fern were negatively correlated.

Differential distribution of hayscented fern with respect to canopy trees might result from species-specific differences in environmental conditions beneath trees (Canham et al., 1994 ). As a preliminary test, we looked at the patterns of light and soil moisture availability beneath the different canopy types. There were clearly differences in light availability beneath the canopies of the various tree species (Fig. 2A). Percentage of full sun available was lowest under eastern hemlock and highest where there was no canopy tree (NONE [1–2 tree gaps]) directly above the sampling point (one-way ANOVA; F6,51 = 20.06; P < 0.0001; r2 = 0.70; Fig. 2A). Furthermore, a subset of areas in the forest without hayscented fern had lower mean light levels (N = 13, mean = 3.13% full sun, SE = 0.94) at 1.5 m above the ground than a subset of areas with hayscented fern (N = 92, mean = 6.13% full sun, SE = 0.57) (Wilcoxon two-sample test; {chi}2 = 5.798; df = 1; P < 0.01). The abundance of hayscented fern, although quite variable, increased with increasing light availability up to a point, reaching an asymptote at ~15% full sun (r2 = 0.341, P < 0.001, Fig. 2B). In contrast, light availability had little impact on the distribution or abundance (data not shown) of New York fern. In fact, mean light levels for areas without (N = 71, mean = 5.47% full sun, SE = 0.61) and with New York fern (N = 34, mean = 6.38% full sun, SE = 0.57) did not differ (Wilcoxon two-sample test; P > 0.05).



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Fig. 2. (A) Mean light available beneath various canopy tree species in an oak–transition hardwoods–hemlock forest (error bars are 1 SE). See Fig. 1 for identification of canopy tree species abbreviations. Shared letters indicate means that are not significantly different (0.05 level) by Bonferroni t tests. (B) Distribution of hayscented fern (Dennstaedtia punctilobula) in relation to light availability. Points represent frond densities in 1-m2 plots. Light was quantified using hemispherical photographs

 
Unlike light availability, there were no significant differences in soil moisture availability among the various canopy tree species (one-way ANOVA; P > 0.05, Fig. 3). There were no differences in the soil moisture of areas in the forest with and without hayscented fern in either 1991 or 1992 (Wilcoxon two-sample test; P > 0.05). Furthermore, hayscented fern abundance did not relate systematically to soil moisture availability (data not shown). In contrast, mean soil moisture was higher where New York fern was present (1991: N = 34, mean = 20.01, SE = 0.85; 1992: N = 34, mean = 32.03, SE = 1.17) than where New York fern was absent (1991: N = 71, mean = 18.09, SE = 0.57; 1992: N = 71, mean = 28.81, 0.62) (Wilcoxon two-sample test; 1991: {chi}2 = 3.89; df = 1; P < 0.05; 1992: {chi}2 = 6.21; df = 1; P < 0.01). Abundance patterns of New York fern, however, did not relate systematically to soil moisture availability (data not shown).



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Fig. 3. Mean soil moisture available beneath various canopy tree species in an oak–transition hardwoods–hemlock forest (error bars are 1 SE). See Fig. 1 for identification of canopy tree species abbreviations. Shared letters indicate means that are not significantly different (0.05 level) by Bonferroni t tests

 
Relationship between height, abundance, and resources
Both height (Fig. 4A) and density (Fig. 2B) of hayscented fern fronds increased as light availability increased, but again were not related to soil moisture. Furthermore, frond height and frond density were positively correlated, except in areas of extremely high frond density (in excess of 150 fronds/m2) (Fig. 4B). In contrast, New York fern frond height did not relate to light, frond density, or soil moisture availability (data not shown).



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Fig. 4. Relationship between (A) average frond height (by plot) and light availability and (B) average frond height (by plot) and frond density for hayscented fern (Dennstaedtia punctilobula) in 1991

 
Within-season patterns of fern dynamics
A within-season census of fern abundance was conducted in both 1991 and 1992 to determine if ramet density varied across the duration of the growing season and to pinpoint the timing of future annual censuses. Hayscented fern abundance peaked in July and then declined during the latter part of the growing season (Fig. 5A). This seasonal change showed little relationship to canopy tree types (Table 1). In 1991, mean frond densities of hayscented fern decreased from July to August (paired comparisons t test, t = -7.08, P < 0.0001). In 1992, mean frond densities did not differ significantly between June and July (t = 1.02, P > 0.05) but did differ between July and August (t = -8.03, P < 0.0001).



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Fig. 5. (A) Mean abundance of hayscented fern (Dennstaedtia punctilobula) in relation to time during the growing season. Bars represent mean fern abundance in 1991 (solid bars) and 1992 (stippled bars) (error bars are 1 SE). Shared letters indicate means that are not significantly different (0.05 level) by paired comparison t tests performed for each year separately. (B) End of the growing season (August) fern abundance in relation to beginning of growing season (June) for hayscented fern. The thin line represents no change in abundance, and the thick line represents the regression line

 

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Table 1. Seasonal change (June–August 1992) of fern frond density (number per square meter) for hayscented (Dennstaedtia punctilobula) and New York fern (Thelypteris noveboracensis) by canopy tree species. Numbers indicate mean increase or decrease in frond density. Numbers in parentheses are SE. Shared letters indicate means that are not significantly different (0.05 level) by Bonferroni t tests

 
Overall, hayscented fern frond density was ~19% lower at the end of the growing season than at the beginning (1992 data set; Fig. 5B). This pattern is primarily due to the thinning of mature fronds, as no new fronds are initiated after the fern canopy closes (Hill, 1996 ), and presumably relates to decreases in light over the course of the growing season. Hayscented fern short-term dynamics (i.e., seasonal) appear to be related to initial frond density ({rho} = -0.6227, P < 0.0001, N = 94) and light availability ({rho} = -0.4218, P < 0.0001, N = 94), but not soil moisture ({rho} = 0.05760, P > 0.05, N = 94). Overall, the reduction in frond density over the course of the growing season was somewhat higher on denser plots (regression; F = 164.215; P < 0.0001; r2 = 0.6384; Y = -0.162465 x [Initial frond density]). The seasonal population dynamics of hayscented fern were not correlated with the abundance patterns of New York fern ({rho} = 0.0746, P > 0.05, N = 94).

New York fern dynamics had little relationship to canopy tree type (Table 1). In 1991, mean frond densities of New York fern decreased from July to August (paired comparisons t test, t = -2.14, P < 0.05). In 1992, mean frond densities did not differ significantly between June and July (t = 1.85, P > 0.05) but did differ between July and August (t = -2.26, P < 0.05). Unlike hayscented fern, however, density at the end of the growing season (August) did not differ from the beginning of the season (June) (paired comparison t test, P > 0.05, Fig. 6).



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Fig. 6. (A) Mean abundance of New York fern (Thelypteris noveboracensis) in relation to time during the growing season. Bars represent mean fern abundance in 1991 (solid bars) and 1992 (stippled bars) (error bars are 1 SE of the mean). Shared letters indicate means that are not significantly different (0.05 level) by paired comparison t tests performed for each year separately. (B) End of the growing season (August) fern abundance in relation to beginning of growing season (June) for New York fern. The thin line represents no change in abundance, and the thick line represents the regression line

 
Patterns of fern dynamics between growing seasons
Because mean fern abundance was highest at mid-growing season for both species, July census data were used to make comparisons of hayscented and New York fern abundance across years. The mean abundance of hayscented fern at mid-growing season was higher in 1991 (Fig. 7A, N = 105, mean = 72 fronds/m2, SE = 5.0) than in 1992 (N = 105, mean = 64 fronds/m2, SE = 4.5). Mean abundance decreased from 1991 to 1992 (paired comparison t test, t = -5.35, P < 0.0001), increased from 1992 to 1993 (paired comparison t test, t = 4.32, P < 0.0001), and then decreased from 1993 to 1994 (paired comparison t test, t = -3.12, P < 0.005). Comparisons of mean abundance of hayscented fern in 1991 and 1993 and in 1992 and 1994 revealed no significant differences (paired comparison t tests, P > 0.05). Over the course of this study (1991–1994), there was on average roughly a 9% reduction in frond density for hayscented fern (Fig. 7B).



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Fig. 7. (A) Mean midseason abundance for hayscented fern (Dennstaedtia punctilobula) (solid bars) and New York fern (Thelypteris noveboracensis) (stippled bars) over several growing seasons. Bars represent mean fern densities (error bars are 1 SE of the mean). Shared letters indicate means that are not significantly different (0.05 level) by paired comparison t tests performed for species of fern separately. (B) Fern abundance in July 1994 in relation to July 1991 for hayscented fern. The thin line represents no change in abundance, and the thick line represents regression line

 
Mean New York fern abundance at mid-growing season tended to be highest in 1993 (Fig. 7A, N = 105, mean = 25 fronds/m2, SE = 7.0) and lowest in 1994 (N = 102, mean = 12 fronds/m2, SE = 3.0), although no statistically significant patterns were revealed. The low density in 1994 probably reflects the loss of two plots with high New York fern densities to tree fall debris. The year-to-year changes in New York fern abundance did not appear to be cyclic like those of hayscented fern (Fig. 7A), and mean abundance did not differ year to year (paired comparison t test, P > 0.05). For both fern species, change in frond density over the course of three growing seasons was not related to canopy tree type (data not shown).

Year-to-year dynamics of hayscented fern appear to be correlated with initial frond density (Table 2). Overall, the reduction in frond density over the course of the three growing seasons was somewhat higher on denser plots (regression; F = 18.518; P < 0.0001; r2 = 0.1722; Y = -0.091848 x [Initial frond density]). There was little relationship between change in frond density and initial light conditions ({rho} = -0.01894, P > 0.05) or change in frond density and initial soil moisture conditions ({rho} = -0.14695, P > 0.05) (Table 2). The year-to-year population dynamics of hayscented fern were not correlated with the abundance of New York fern (Table 2).


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Table 2. Correlations (r), between the between-season change (July 1991–July 1994) of fern frond density for hayscented fern (Dennstaedtia punctilobula) and New York fern (Thelypteris noveboracensis in relation to initial fern density, light availability, and soil moisture availability. Numbers indicate the correlation coefficient and the probability of the correlation coefficient (NS = P > 0.05). The number of plots (N) included in the correlation analysis was 90

 
The year-to-year dynamics of New York fern were related to initial frond density, but not to light or soil moisture availability (Table 2). Overall, the reduction in frond density over the course of the growing season was somewhat higher on high-density plots than on low-density plots (regression; F = 24.396; P < 0. 0001; r2 = 0.2151; Y = -0.258456 x [Initial frond density]), (data not shown). The year-to-year population dynamics of New York fern were not correlated with hayscented fern abundance (Table 2).

Patterns of fern dynamics following light manipulation
In the shading experiment, aboveground ramet density measured 1 and 2 yr posttreatment was ~73% of that prior treatment (Fig. 8A) indicating a very slow decline in abundance. On the other hand, when light availability was increased, as in the invasion experiment, a fairly rapid increase in abundance was observed (Fig. 8B), with frond density doubling within 3–5 yr. For plots with high initial frond density, this rapid increase was absent, suggesting a saturation effect.



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Fig. 8. (A) Estimation of the decrease in hayscented fern (Dennstaedtia punctilobula) abundance following decreased light availability. Hayscented fern was quantified on 20 shade plots prior to shading and 1–2 yr following shading. (B) Estimation of the increase in hayscented fern abundance following increases in light availability. Hayscented fern was quantified on a series of invasion plots (40 plots) over 3 yr. Ki = (178.8 x Light)/(3.558 + Light) and represents a light-specific equilibrium fern density (derived from the relationship presented in Fig. 2B )

 

    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 LITERATURE CITED
 
In general, hayscented fern (Dennstaedtia punctilobula) was more responsive to changes in conditions than New York fern (Thelypteris noveboracensis). Hayscented fern was differentially distributed with respect to forest canopy tree species, whereas New York fern was not. Hayscented fern was most abundant in areas of high light (>5% full sun), although it could also persist at low frond densities in areas with low light availability (<2% full sun), whereas New York fern was sporadic in occurrence, indicating abundance did not relate to light, but was generally in greater abundance under intermediate soil moisture conditions.

Both ferns decreased in abundance over the course of a growing season, with New York fern varying little in abundance from year to year. On the other hand, there was significant variation in hayscented fern abundance. For hayscented fern, those plots with the highest initial abundance had the greatest seasonal and between-year decrease in frond density. The seasonal and between-year dynamics of hayscented fern did not relate to the dynamics of New York fern and vice versa, suggesting independence in the dynamics of these two species over the limited number of plots (N = 35) where the two species co-occurred.

Distribution and abundance
Hayscented fern was least abundant under canopies dominated by eastern hemlock (Tsuga canadensis) and most abundant within canopy gaps. Many shade-tolerant species, such as Eastern hemlock and American beech (Fagus grandifolia), allow only very low quantities of light (<2% full sun) to be transmitted through their canopies (Canham et al., 1994 ; this study), suggesting the importance of light availability in determining distributional patterns. Hammen (1993) also found a positive correlation between light availability and frond density in hayscented fern populations in Rhode Island.

In contrast, in our study abundance patterns of New York fern were not related to light availability but rather tended to increase with soil moisture availability. Nitrogen availability, which was not assessed in this study, may also be an important factor in determining New York fern distribution. Red maple (Acer rubrum) and sugar maple (A. saccharum) trees, under which New York fern tended to be most prevalent, have been shown to be associated with higher soil nitrogen mineralization rates than for other tree species at Great Mountain Forest (Finzi, 1996 ). At present neither our data nor published data are sufficient to adequately assess the distribution and abundance patterns of New York fern.

Distribution patterns might also be caused by differences in other abiotic or biotic conditions beneath different canopy tree species as different canopy tree species have been shown to form different understory microhabitats (Crozier and Boerner, 1984 ). Several studies have noted lower species richness in the understory of hemlock compared to non-hemlock areas (Hicks, 1980 ; Beatty, 1984 ). This lower species diversity has been attributed to lower soil pH, poorer light quality and quantity, lower soil moisture availability, and thicker organic layers found beneath hemlock (Hicks, 1980 ; Beatty, 1984 ).

Despite the general pattern of increased abundance at increased light levels, the observed density of hayscented fern at any given light level was quite variable. This variability might be related to several factors. First, there is potential for physiological integration among ramets (as suggested by Hammen, 1993 ). Clonal integration among shaded and unshaded ramets might result in sharing of assimilates, allowing frond density to be higher than can be maintained by the local light environment. Rhizomes of hayscented fern can often persist for long periods of time, in excess of 10 yr (Cody, Hall, and Crompton, 1977 ; Hammen, 1993 ; J. D. Hill, personal observation), and suggest the potential for long-term physiological integration among fronds in a heterogeneous environment. Although there are no published accounts of physiological integration in hayscented fern, data from our shading experiment provide circumstantial evidence. In a shading experiment, fern census plots (1 m2) were subjected to extreme shade (92% shade, such that all plots received <1% of incident radiation), but ramet connections were left intact (no severing). The rate of decline in frond density we observed was far slower than expected based on known fern abundance–light availability relationships (see Fig. 2B). Clonal integration among shaded and unshaded ramets is one explanation for the slow rate of decline in these experimental shade plots.

Secondly, the ability of ferns to use sunflecks (Hollinger, 1987 ; Gildner and Larson, 1992 ; Brach, McNaughton, and Raynal, 1993 ) may be important. Even if ramets are not physiologically linked, there is strong evidence that ferns can use sunflecks to maintain positive net photosynthetic rates. Hollinger (1987) showed that 68% of daily photosynthesis in bracken fern (Pteridium aquilinum) occurred during sunflecks (>100 µmol·m-2·s-1). Ferns may in fact respond to sunflecks extremely rapidly with little or no induction period as in Polypodium virginianum (Gildner and Larson, 1992 ). It has been demonstrated experimentally that shade-grown hayscented fern can have significantly higher net photosynthetic rates (per dry mass) than sun-grown conspecifics (Brach et al., 1993 ). One explanation of this pattern is the ability of shade leaves to use periodic sunflecks (Chazdon and Pearcy, 1991 ; Gildner and Larson, 1992 ).

Lastly, the ability to respond to sunflecks effectively, with or without physiological integration among ramets, may allow hayscented fern to persist in the forest understory under low light conditions. This persistence coupled with the ability of many temperate forest herbs to reproduce vegetatively rather than sexually (Sobey and Barkhouse, 1977 ; Bierzychudek, 1982 ) may allow colonization of favorable and retreat from unfavorable environments. In hayscented fern, vegetative spread via the rhizome system (Cody, Hall, and Crompton, 1977 ; Hammen, 1993 ; Hill, 1996 ) might result in rapid colonization of canopy openings as they become available. For example, in our study, we found that local frond density increased dramatically from one season to the next when light was increased (invasion experiment) suggesting the potential for rapid expansion of existing clones. Likewise, in large canopy openings at Hubbard Brook Experimental Forest, Hughes and Fahey (1991) found that hayscented fern abundance was ~5 times higher just 3 yr following canopy opening.

Seasonal and between-year dynamics
Both hayscented and New York fern decreased in abundance over the course of a growing season, with New York fern abundance varying little from year to year, and hayscented fern abundance showing a cyclic pattern. The lack of dramatic changes in frond density over the short-term might indicate that abundance is at or near light-specific equilibrium densities or that the dynamics are slow. However, the fact that plots with highest abundance had the greatest seasonal and between-year decrease in frond density challenges this conclusion. In fact, it has been shown that in areas of low fern density (such as recently cut forests) hayscented fern density and leaf size increase rapidly (this study; Collins and Pickett, 1988 ; Hughes and Fahey, 1991 ). Similarly, position within clone influences the dynamics as areas at the edge of clones might experience rapid increases in abundance (Hammen, 1993 ; Hill, 1996 ).

In our study, the seasonal and between-year dynamics of hayscented fern and New York fern were unrelated, and there was no evidence of negative correlations between abundance and dynamics of the two species, suggesting no current competition between the two species. However, initial abundance of New York and hayscented fern are negatively correlated, and the two species co-occurred on a small number of plots (N = 34). These observed differences in distribution might be explained by past competition resulting in niche differentiation, species-specific differences in response to disturbance history, or the limited sample size of the current study. In any case, further detailed studies on the niche requirements of the two species and their response to disturbance will be required to resolve this issue.

Long-term dynamics
Contributing to the success of hayscented fern at the landscape level is the influence of browsing by white-tailed deer (Odocoileus virginianus) (Horsley and Marquis, 1983 ). Deer do not browse the unpalatable hayscented fern (Tilghman, 1989 ), but browse potential competitors. In the Allegheny Plateau, Hough (1965) and Rooney and Dress (1997) documented a shift in forest understory dominance by hobble bush (Viburnum alnifolium) to ferns and herbaceous plants. This shift was attributed to increased browsing on the more palatable competitors of the fern, namely shrubs and tree seedlings (see Horsley and Marquis, 1983 ). Thus, over time, increased deer densities have effectively released the fern from competition. This release coupled with increased light in the understory due to forest harvesting and disturbance has resulted in the landscape level increase of hayscented fern. On the other hand, New York fern appears to be less responsive to conditions brought on by disturbance, and this leads to slower dynamics, because of slower rhizome growth rates (R. McCalley and J. D. Hill, unpublished data, Yale University) and thus less rapid spread through the forest understory.

In conclusion, the long-term dynamics of hayscented fern will be dependent on several factors. In the initial stages of succession in a secondary forest, hayscented fern might be quite prevalent (Whitney and Foster, 1988 ), if there is a local source of spores or low-level populations from which vegetative spread can occur. However, as succession proceeds, if canopy closure and the dominance of the forest by more shade-tolerant canopy species occurs (Eastern hemlock and American beech), the abundance of hayscented fern in the understory would diminish (Hill, 1996 ). This pattern of gradual elimination of hayscented fern from the forest is predicted from the fact that shade-tolerant tree canopies cast deep shade (<2% full sun) with little contribution from sunflecks (<10% of PAR) (see Canham et al., 1994 ). However, any event that maintained or promoted openness in the forest canopy such as canopy tree death by disease or windthrow, forest harvesting, or the elimination of a shrub layer by browsing will promote conditions to allow the persistence of hayscented fern.


    FOOTNOTES
 
1 The material is this paper is from a dissertation presented in partial fulfillment of the requirement for the degree doctor of philosophy at the University of Connecticut.

The authors thank C. D. Canham, R. L. Chazdon, S. W. Pacala, C. Craddock, and two anonymous reviewers for advice and comments on an earlier draft of the manuscript; the Childs family for their generous hospitality, and for the use of field sites at the Great Mountain Forest; and the Bridgeport Hydraulic Company for access to additional field sites. This research was funded in part by grants from the National Science Foundation (BSR-8918616), Department of Energy (DE-FG02-90ER60933), the National Aeronautics and Space Administration, and the Department of Ecology and Evolutionary Biology of the University of Connecticut. Back

2 Author for correspondence, current address: Yale University, Department of Ecology and Evolutionary Biology, P.O. Box 208106, New Haven, Connecticut 06520-8106 USA (jim.hill{at}yale.edu ). Back


    LITERATURE CITED
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 ABSTRACT
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 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
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