Abstract
The Intergovernmental Panel on Climate Change states with high confidence that extreme climactic events pose high risks on services such as electric service grids. Some of the extreme events will likely take place earlier in autumn, before deciduous trees complete the process of becoming dormant. The presence of leaves in a transitional season—before leaf drop (pre-dormant)—can be of concern if an unseasonal snow or ice storm occurs, as compared to after leaf drop (dormant).
Researchers harvested stump sprouts and measured the flexural modulus of elasticity (E) of wood to determine if it varies with seasonality (pre-dormant versus dormant) and with temperature (frozen −6.7°C versus warm 21.1°C) using a universal load press. While dormant sprouts (warm and cold) had higher average flexural elasticity than the warm pre-dormant sprouts, they were not statistically different than the cold pre-dormant sprouts. As such, it does not appear that the modulus of elasticity differs as trees enter dormancy. Surely, the presence of leaves will increase the bending moment that may lead to an increase in failure, but the slight increase in elasticity as trees enter dormancy should not reduce the likelihood of watersprouts undergoing significant bending during a snow or ice storm.
- Biomechanics
- Climate Change
- Dormancy
- Flexural Elasticity
- Modulus of Elasticity
- Northern Red Oak
- Quercus rubra
- Temperature
- Utility Arboriculture
The Intergovernmental Panel on Climate Change states with high confidence that there is an increased risk in intensity and frequency of extreme climactic events due to global climate change (Field et al. 2014), leading to increased property damage as well as power outages that are wider spread and longer in duration in the near future (Field et al. 2012; Field et al. 2014). Trees are often subjected to large amounts of bending forces during the annual dormant period, attributable to wind throw (Valinger et al. 1995; Harris et al. 2004) and mechanical loading thought to be higher due to static loading from snow and ice coupled with dynamic loading (Valinger et al. 1995). These higher mechanical loading events have been evident in the two successive years of early snowstorms in the eastern United States—2011 October nor’easter, and Super Storm Sandy in October 2012. These storms damaged trees in the forest and within major urban population centers, leaving hundreds of thousands of people without electrical service for days.
If early snowstorms or ice storms occur before deciduous trees are dormant, the overall loading event will be magnified. In temperate zones, deciduous trees often enter a dormant stage associated with leaf senescence (Kozlowski and Pallardy 1997). Leaf senescence occurs in autumn in the Northern Hemisphere when the weather is changing, and coincides with the possibility of an early snow event or ice storm. The presence of leaves in deciduous trees will likely lead to more failures (Cannell and Morgan 1989; Dahle et al. 2014). Some trees, which have been indiscriminately topped or are growing in electrical utility rights-of-way, have been subjected to line-clearance operations that result in the development of numerous watersprouts that are composed of juvenile wood with lower material properties (Dahle et al. 2006; Dahle and Grabosky 2010). In addition to a possible branch rupture, watersprouts could also bend excessively and come into contact with the energized power line, resulting in a power outage.
Flexural modulus of elasticity is a measurement of the resistance of a material to elastic deformation when a bending type force is applied, within the linear portion of the stress-strain diagram. Generally, lower values for E equate to high flexibility (Hibbeler 2005), and higher values lead to stiffer wood that can withstand higher loading events (Dahle and Grabosky 2010). E is lower in green wood (moisture content, MC > 30%–34%) compared to dried wood that is used as a construction material (Kretschmann 2010). While the relationship between E and moisture and temperature has been well established in wood materials that are below the fiber saturation point (Lavers 1983; Kretschmann 2010; Spatz and Pfiesterer 2013), little is known about how or if E varies in standing trees as they move into dormancy, and if changes in ambient temperature affect E. While research has shown MC tends to increase after leaf drop in diffuse hardwood species (Clark and Gibbs 1957), it is unclear if this seasonal shift in MC will result in an increase in E in watersprouts.
Additionally, knowledge on how ambient temperature affects the material properties of wood is based, for the most part, on construction-grade lumber and commercially important tree species. Temperature and availability of precipitation are the main factors that hinder plant performance (Harris et al. 2004). It is understood that material properties of wood increase as temperature and moisture content decrease (below fiber saturation point) (Gerhards 1982), but it is not well understood how temperature impacts material properties of green wood (moisture content >30%).
Understanding how material properties vary in trees will add to the collective knowledge of how trees survive or fail during loading events, such as ice accumulation and snowfall. Models that predict branch failures could help the arboricultural community understand which branches are more prone to failures. Such models would need to include various inputs, including branch allometry, axial and radial variations in material properties, variation in material properties’ due to age (maturation), and differences in static and/or dynamic loading due to the presence/absence of leaves. While there is a growing body of knowledge in many of these areas, gaps remain, such as the amount of loading that occurs during storm events; how loads move from branches, down the stem, and into the roots; and how variation in morphology and material properties allow trees to resist failure. The goal of this research was to determine if the modulus of elasticity of juvenile wood varies with temperature (frozen versus warm) and seasonality (pre-dormant versus dormant). This knowledge can help the utility sector better understand if temperature or seasonality leads to watersprouts, and are more likely to undergo larger deflections that could contact energized power lines due to snow or ice accumulation before the leaves have senesced in the autumn.
METHODS AND MATERIALS
Samples were taken from trees growing at West Virginia University’s Research Forest, located in Monongalia County, West Virginia, U.S. The site chosen was a 29.5-hectacre, completed three-stage shelterwood cut. The regrowth trees were all naturally regenerated stump sprouts that can be considered similar to regrowth occurring after storm damage or heading cuts.
A total of 120 northern red oak (Quercus rubra L.) trees were sampled, 60 during the dormant stage, and 60 during the pre-dormant stage. Dormant samples were taken from 01 February through 08 February 2013, while pre-dormant sampling was conducted throughout September 2014. As two growing seasons had elapsed, the pre-dormant sampling targeted sprouts of the same size as the previous dormant sprouts. Only one sprout was harvested from each stump. For each sampling season, 60 sprouts were randomly separated into two equal-sized groups. Thirty of the sprouts were placed at room temperature, estimated at 21.1°C (warm), the other half in a CSZ-H/AC environmental unit at −6.7°C (frozen), for five days, respectively. Two pre-dormant sprouts were damaged during handling and were subsequently not tested.
The sprouts were subjected to a three-point bending test with a span of 44.45 cm using a universal test machine (UTM) (Instron® model MTS 810) at a rate of 0.16 cm per minute. The warm samples were tested at room temperature (21.1°C), and the frozen samples were taken from the environmental unit and immediately tested at −6.7°C. The samples were not taken to failure during the three-point tests due to high flexibility. The span:depth ratio was selected in accordance to a 14:1 cm length to diameter ratio. Force versus deformation (i.e., slope) was obtained from the load cell and cross-head movement measurements of the UTM, and was put into the following formula for elasticity:
1
where
ES = flexural modulus of elasticity in gigapascals
L = the overall test span of the sample (m)
I = moment of inertia of the branch, πr4/4, where the average radius (r) of the overall sample taken at three points, large-end radius, middle radius, and small-end radius (m)
Slope = slope of the linear region taken from the force (n) versus deflection (m) curve
Age was calculated for each branch based on visual counting of the growth rings at the proximal end. A disc of wood was cut from each sprout after testing E, weighed, oven dried in a lab (Fisher Scientific™ Isotemp™ 500 series), and then weighed again. Moisture Content (MC) was calculated using the following formula:
2
where
MC = moisture content
Masswet = Mass of disc (grams) at time of testing
Massdry = Mass of disc (grams) at oven dry condition
Specific Gravity (SG) was calculated as:
3
where
SG = specific gravity
Volume (green) is in cm3
ρ = 1.0 g/cm3
Difference between the seasons were tested using ANOVA and separation of means using Tukey highest significant difference (HSD). Multiple linear regression (MLR) and simple linear regression (SLR) models were used to examine the relationship between E and all the variables and each individual variable, respectively. In addition, analysis of covariance (ANCOVA) was used to investigate the relationship across different treatments. All analyses were conducted in SAS v9.4 and significance level was set at 0.05, and all variables and residual were found to be normal.
RESULTS & DISCUSSION
A total of 118 stump sprouts were sampled during two different periods—58 pre-dormant and 60 dormant—and the diameter was significantly larger for pre-dormant sprouts than for the dormant sprouts (P < 0.0001, Table 1). The average E of the stump sprouts was lowest in the pre-dormant warm samples and highest in both the warm and cold dormant samples (P < 0.0001, Table 1). The pre-dormant cold samples were intermediate in that they did not differ from the other treatments. While there is a slight increase in average E in the dormant sprouts (both warm and cold) it was not statistically different than the pre-dormant cold samples. Hence, it does not appear that the presence of leaves on pre-dormant sprouts impacts the wood stiffness once cold weather is present. This suggests that the sprout stiffness does not differ in these watersprouts as the wood enters dormancy.
A MLR model with the all the potential explanatory variables only found diameter (P < 0.0001) as a highly significant predictor of E; temperature (P = 0.7454), season (P = 0.1832), age (P = 0.0688), MC (P = 0.1433), and SG (P = 0.5747) were not significant. While MC, on average, was higher in the dormant wood, neither the MLR model nor a SLR model with only MC as the independent variable supports that MC influences E (P = 0.8286). This is not surprising as MC was above 50% both seasons, and the literature suggests that there is no difference in material properties when MC is above 50% (Lavers 1983; Kretschmann 2010; Spatz and Pfiesterer 2013). The Forest Products Laboratory’s Wood Handbook reports that mature wood has an average SG of 0.65 (Kretschmann 2010), while the juvenile wood of the current study appeared to be either similar or slightly lower than the mature wood reported in Wood Handbook. Having a higher average SG in the dormant samples could help explain the increase in average E. However, the SG does not appear to be a driving factor in the variation in E, as it was insignificant in a SLR model between SG and E (P = 0.2997) in the juvenile sprouts. While there is a positive correlation between SG and E for wood materials, the non-significant relationship between SG and E in this study may be due to the relatively small variation within the material sampled and the small sample size.
Sprout age (P < 0.0001, Table 1) was greater for pre-dormant sprouts than the dormant sprouts, yet E did not vary with age (P = 0.6662) in a SLR. As the sprouts were most likely completely composed of juvenile wood and it is possible that annual variations in material properties are influencing the results. As diameter was identified as the only significant factor in the MLR model, researchers ran an ANCOVA (P < 0.0001, N = 118) to determine if diameter could be a covariate with the two treatments. However, the only significant variable was diameter (P < 0.0001), while the following variables and covariates were not significant: temperature (P = −0.5898), season (P = 0.7288), temperature*diameter (P = 0.6811), and season*diameter (P = 0.7780). Interestingly, the relationship between E and diameter was negative (Figure 1). It is unclear why E decreases with diameter. It is possible that other factors, such as weather, influenced wood formation that altered E, as two growing seasons occurred between the dormant sampling and pre-dormant sampling. While the overall values of E did not vary greatly, researchers may wish to investigate the influence of weather on the material properties of watersprouts.
CONCLUSIONS
Modulus of elasticity did not vary with temperature in the watersprouts, suggesting that the likelihood of watersprouts bending into energized powerlines does not change with temperature. While dormant sprouts (warm and cold) had higher average flexural elasticity than the warm pre-dormant sprouts, they were not statistically different than the cold pre-dormant sprouts. As such, it does not appear that the flexibility of the watersprouts differs as trees enter dormancy. Surely, the presence of leaves will increase the bending moment, which may lead to an increase deflection of the watersprouts. Yet, in order to ascertain if the difference in E amounts to an appreciable change in failure likelihood, further research is needed to evaluate modulus of rupture and the difference in the interception of loading due to the presence of leaves and the relation to strain concentration in the wood.
Acknowledgments
We would like to thank the U.S. Forest Service for funding this research through a McIntire-Stennis grant (WVA00108) and the Division of Forestry and Natural Resources at West Virginia University. We also thank the anonymous reviewers who provided valuable insight that have improved this manuscript.
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