Abstract
Branch diameter relative to the trunk diameter (aspect ratio) affected the extent of discolored and decayed wood in the trunk of seedling-propagated red maple (Acer rubrum L.) after branch removal. More discoloration resulted from removing codominant stems than removing branches that were small compared to the trunk. Removing limbs that originated from lateral buds resulted in the same amount of discoloration and decay as removing suppressed limbs that were once the leader. This result provides indirect evidence that a small codominant stem suppressed by pruning techniques designed to slow its growth rate can result in a branch protection zone at the union. There was no relation between the presence of a bark inclusion and decay 4 years after making pruning cuts.
- Acer rubrum
- aspect ratio
- bark inclusions
- branch protection zone
- codominant stems
- compartmentalization
- decayed wood
- discolored wood
- pruning
- wounding
The importance of the branch protection zone (BPZ) in limiting trunk infection after branch injury or removal has been demonstrated (von Aufsess 1975, 1984; Shigo 1985). The BPZ is generally recognized as a three-dimensional cone-shaped volume of morphologically and physiologically unique wood at the base of a branch. The xylem within the BPZ can become occluded with decay-resistant compounds (von Aufsess 1975; Green et al. 1981) and is structurally distinct from normal xylem with thicker cell walls, higher specific gravity, fewer fibers, more parenchyma, and shorter and fewer vessels (von Aufsess 1975; Ewers and Zimmermann 1984). In several species of maple trees, the BPZ is delineated by a green boundary, approximately 0.5 to 2 mm (0.02 to 0.08 in) wide, visible in a medial longitudinal section of the branch union.
The BPZ separates decayed and discolored wood in the branch stub from healthy sapwood in the trunk (Green et al. 1981; Pearce and Woodward 1986; Pearce 2000). Branch diameter relative to the trunk diameter (aspect ratio) affects the amount of discolored wood that develops in the trunk 4 months after branch removal in seedling-propagated red maple (Acer rubrum L.) and live oak (Quercus virginiana Mill.) (Eisner et al. 2002a). More discoloration has been observed after removal of codominant stems on young trees than after removal of branches that were small compared to the trunk diameter.
Branch union anatomy was studied extensively for its role in the movement of water within trees (Zimmermann 1978, 1983; Ewers and Zimmermann 1984). A zone of constricted xylem vessels was found at the base of each branch. This vessel anatomy restricts the flow of water into the branch. The spatial position of this constricted tissue corresponds to the location of the BPZ. Movement of water through this zone was directly proportional to the ratio of branch diameter to stem diameter (Eisner et al. 2002b). Junctions with perpendicular branches had lower hydraulic conductivities than more upright branches. The presence of visible branch collars was also a good indicator of low branch junction conductivity.
Eisner et al. (2002a) showed that xylem water flow and advancement of discoloration through the branch union were a function of aspect ratio at 4 months after pruning red maple. We wanted to know whether the amount of discolored and decayed wood that formed 2 and 4 years after pruning was related to branch union morphological characteristics such as aspect ratio, branch size, origin of the limb, presence of bark inclusions, and wound closure rate.
MATERIALS AND METHODS
Twenty field-grown seedling-propagated red maple (Acer rubrum L.) trees of similar provenance were selected for study in USDA Hardiness Zone 8b in Gainesville, Florida, U.S. The red maples were planted in 1995 from #15 containers. In 1999, when this study was initiated, the trunk diameters varied from 10 to 15 cm (4 to 6 in) at 15 cm (6 in) above the ground and tree heights ranged from 4 to 7 m (13.2 to 23.1 ft.). Trees were growing on a well-drained Millhopper Sand (loamy, siliceous, hyperthermic Grossarenic Paleudults) soil and were irrigated periodically during the study period.
On each of these 20 trees, branch unions were selected based on branch diameter [10 to 25 mm (0.4 to 1 in)] and aspect ratio. Two branches on each tree were chosen in each of six aspect ratio categories for a total of 12 branches per tree (Eisner et al. 2002a). For each branch union, trunk and branch diameter were measured 15 mm (0.6 in) above the branch bark ridge, and the aspect ratio (ratio of branch to trunk diameter) was calculated. The presence or absence of a branch collar was also recorded at this time. A branch collar was defined as a distinct swelling on the branch base where branch wood joined trunk wood.
In September 1999, the 12 branches were removed from all 20 trees. The pruning cuts extended from just outside the branch bark ridge on the upper side of the branch to the outside of the branch collar on the lower side. In cases where branch collars were not readily apparent, the cut was made from just outside the branch bark ridge perpendicularly through the branch. In earlier studies, this technique resulted in little cambial dieback on the trunk beneath the cut (Eisner et al. 2002a).
The branch unions from 10 trees (12 unions per tree × 10 trees = 120 branch unions) were harvested in January 2000 (4 months after pruning), from 5 trees (60 branch unions) in January 2002 (2 years after pruning), and from 5 trees in January 2004 (4 years after pruning) for a total of 240 branch unions. The harvested samples included the branch union with approximately 2.5 cm (1 in) and 10 cm (4 in) of intact trunk above and below the branch, respectively. All samples were then split with a sharpened metal wedge along the medial longitudinal plane (i.e., through the pith) and shaved with a razor blade to expose the branch and trunk piths. The amount of discolored (darker than normal) and decayed (darker and softer than normal) wood that formed after branch removal was scanned, measured, and normalized according to Eisner et al. (2002a). Data were normalized against sample trunk cross-sectional area to account for scaling influences between cut locations and then log10 transformed for data analysis (Eisner et al. 2002a).
At the time of dissection, the presence or absence and length of included bark visible on the medial longitudinal surface was recorded. Pruning wound closure after unions were split was categorized into the following categories: totally unclosed (woundwood about at the edge of the pruning cut), mostly unclosed (woundwood beginning to grow over the pruning cut), half closed (about half of the pruning cut covered with woundwood), mostly closed (woundwood mostly covering the pruning cut), and completely closed (woundwood completely covering the pruning cut). Lastly, samples were evaluated for the presence or absence of pith connection. Pith was classified as connected if branch and trunk pith were continuous.
The stepwise and GLM (SAS Institute Inc., version 8.0) procedures were used to test the impact of all continuous variables (aspect ratio, branch diameter, bark inclusion length, wound closure, time) on the length and area of discoloration and decay that developed after branch removal. The t-test was used to compare equality of slopes of linear lines relating decay and discoloration with time. The Tukey studentized range (HSD) contrast of means procedure was used to analyze the impact of class variables (presence of visible branch collars, pith connections) on discolored and decayed area. The frequency procedure was used with chi-square analysis and the Fisher exact test to evaluate relationships among class variables. In all statistical analyses, P values less than 0.05 were considered significant unless otherwise specified.
RESULTS AND DISCUSSION
The model that best described the amount of discoloration was Log10-normalized discolored area 4 years after pruning = −0.079 + 0.408 (aspect ratio) + 0.106 (aspect ratio*trunk diameter); R2 = 75%. This model indicates that the amount of discolored wood that formed after a pruning cut was dependent on the diameter of the cut and the ratio of the branch to the trunk diameter (aspect ratio). The area of discolored wood behind the pruning cut increased significantly (P < 0.01) as the aspect ratio increased from 0.25 to 1.0 at 4 months, 2 years, and 4 years after branch removal (Figure 1). An aspect ratio of 1.0 indicated that the removed stem was the same diameter as the trunk. Little discoloration occurred when aspect ratio was less than 0.2. The t-test showed that the slope of this relationship was greater at 2 and 4 years than at 4 months after pruning; the slope 2 years after pruning was similar to the slope 4 years after pruning. This increase in slope indicated that trunk discoloration increased over time at a greater rate when removed branches were large in relation to the trunk compared to those that were small in relation to the trunk. Discoloration progressed very slowly in the 4 years after removal of small branches on larger trunks.
There was no relation between the depth of discoloration into the trunk and the aspect ratio or branch diameter, but the depth (length) of discoloration increased with time (Figure 2). Since the depth of penetration was not related to the aspect ratio, the increasing discolored area with aspect ratio described in the above model suggests a filling in of the discolored area. In other words, the discoloration produced advancing thin streaks at small aspect ratios, and discoloration filled in between the streaks as the ratio increased. These results are consistent with observations of large columns of decay after removal or breakage of codominant stems on trees that compartmentalize poorly, especially when the stems are large in diameter (Shigo 1985, 1986). Our results also support the relative absence of such decay in hardwood tree species with branches that remain small compared to the trunk (Toole 1961). Something other than aspect ratio appears to determine the penetration of decay.
The area of discoloration 4 months after pruning was significantly greater for branches with pith connections than for those without (Eisner et al. 2002a), but not 2 and 4 years after pruning (data not shown). Apparently the lack of pith connection between the removed branch and the remaining stem played a role in retarding movement of advancing fungi soon after pruning, but its importance diminished with time. These results corroborate past observations that pith connections are associated with poor compartmentalization at the branch junction (Shigo 1986) at least initially, but not for observations 2 and 4 years after the pruning cut.
In red maple trees grown from seed, a branch that originates from a lateral bud commonly assumes the role of the leader by growing larger than the original leader. Four years after pruning, the relationship between the log10-normalized area of discoloration and decay and the aspect ratio was not dependent on the origin of the removed limb (Figure 3). Removed limbs that originated from a lateral bud resulted in the same amount of discoloration as suppressed limbs that were once the leader.
This research provides indirect evidence that a codominant stem or a branch that is large relative to the trunk diameter that is suppressed by pruning techniques designed to slow its growth rate can result in a BPZ, at least on relatively small branches. This result is desirable because the BPZ retards advancement of decay into the trunk (Eisner et al. 2002a). More research is needed to confirm the suggestion that limbs subordinated with pruning can develop a BPZ just as in branches that naturally remain small in comparison to the trunk. A BPZ is unlikely to develop when very large limbs are suppressed by pruning.
There was no relationship between the presence of a bark inclusion in the union of the removed branch and decay 4 years after making pruning cuts (data not shown). This suggests that a BPZ can form even in the presence of a bark inclusion. We also found that some unions with inclusions had visible collars, and collars have been associated with a BPZ (Eisner at al. 2002a).
Bark inclusion length was greater (P < 0.06) when the removed branch originated as a trunk [inclusion length = 11 mm (0.44 in)] than when the removed branch originated as a lateral bud [inclusion length = 3 mm (0.12 in)]. Some unions stopped developing a bark inclusion and began forming connective tissue after pruning. The diameter of the opening over the pruning wound was nine times greater [3.7 mm (0.15 in)] on unions without an inclusion than on unions with an inclusion [0.4 mm (0.016 in)]. Only 1 in 15 pruning cuts with inclusions was still open 4 years after pruning (Figure 4). This indicates that closure occurred more quickly when we removed a branch with an inclusion than one without an inclusion. Wound closure was not correlated with any other measured parameters. Neely (1988) found that flush cuts closed faster than pruning cuts made at the edge of the collar. Despite quicker closure, decay behind flush cuts was greater than behind pruning cuts executed at the edge of the collar (Biggs 1989). Perhaps the presence of a BPZ allows the tree to allocate resources to processes other than closing appropriately executed pruning wounds on branches without inclusions.
The amount of discolored and decayed wood resulting from pruning appears to be minimized by removing only small-diameter branches. Removing larger branches created a greater volume of dysfunctional wood. Therefore, urban trees should be managed to minimize the diameter of branches that will eventually require removal as they age.
The diameter of the cut branch may affect the development of discolored and decayed wood after branch removal, particularly in large branches that contain heartwood (Shigo 1986). The results from our study are most relevant for young tree (small branch) pruning; further study is necessary to test the relation between the aspect ratio and long-term trunk discoloration for branches in excess of 2.5 cm (1 in) in diameter.
Acknowledgments
The authors thank the TREE Fund and the GreatSouthernTreeConference.org for partial funding of this project.
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