Tree core samples were collected in 2017-18 from eight common
northeastern U.S. tree species which have some degree of shade tolerance
in the sapling stage. Sampled stands were all naturally regenerated,
fairly mature secondary forests with a closed canopy and no evidence of
stand-scale disturbance in the past 30 years. To reduce variation in
water status unrelated to tree size, we sampled in flat or mid-slope
positions, avoiding microsites with unusually high or low soil moisture.
Our sampling methods were adapted from Brienen et al. (2017). Across all
size classes present in each stand, we sampled trees of representative
canopy position, health, and vigor for their size. We avoided sampling
trees with evidence of a substantial recent change in canopy position.
Some samples were collected in or near single-tree natural canopy gaps,
but we avoided forest edges and multi-tree gaps. Sapwood samples were
collected with a 4.3 mm-diameter increment borer, to a depth of at most
5 cm. One sample was collected per tree, at approximately 30 cm height,
to minimize the effects of sampling on timber value and hydraulic
function. The height of sampling on parts of the bole below well all
live branches is not thought to systematically affect wood delta13Cp
(Leavitt, 2010).
Diameter at breast height and canopy position were recorded for each
sampled tree. The height of each sampled tree was measured from at least
two vantage points using a Haglof Vertex IV hypsometer. Crown
illumination categories were adapted from Clark and Clark (1992), with a
greater focus placed on diffuse light below the canopy, due to the
latitude of our study sites. These categories reflect judgements about
summer mid-day illumination conditions, regardless of the season in
which sampling occurred.
In stands where we could find them, saplings (defined here as any tree
less than 4 cm DBH but at least 5 years old) were also included in the
analysis, by collecting 5-year old twig segments from the upper, middle,
and lower third of the crown. Twig segments were aged by counting
terminal bud scars. Bark was removed before drying, and lengths
proportional to the total 2013 growth of each twig segment were
composited for processing.
For most species, additional twig samples were taken opportunistically
from saplings growing nearby in fully illuminated conditions (in recent
clearcuts, utility rights-of-way, and clearings around meteorological
stations). These samples are intended to help separate the direct effect
of size from those of canopy position, and to represent the initial
growth conditions of trees that regenerated following canopy-removing
disturbance. A small number of young saplings were also sampled in a
recent strip-cut partial harvest at the Jones site, to provide
comparable data for saplings with an intermediate light environment (no
canopy directly overhead, but nearby trees greater than 20 m tall
providing shade for much of the day regardless).
After air-drying samples, growth rings from 2013-17 were identified,
measured on a sliding-stage micrometer under 10-40X magnification, and
separated with a razor blade from bark and older wood. Core and twig
samples were extracted to alpha-cellulose using a Jayme-Wise procedure
adapted from Leavitt and Danzer (1993) by Gregg and Brooks (2003).
Homogenized samples were analyzed for delta13C on an Isoprime IRMS at
the University of New Hampshire Instrumentation Center. Median delta13C
precision (difference between duplicates) of 15 samples analyzed in
duplicate was 0.03 per mil (maximum 0.23 per mil).
We calculated 13C discrimination and intrinsic water use efficiency for
each sample following Farquhar et al. (1982, 1989) and McCarroll and
Loader (2004), without attempting to account for post-photosynthetic C
fractionation. For these calculations, we assumed that the atmospheric
CO2 concentration was 401 ppm and the delta13C of the atmosphere was
-8.44 per mil, which are the mean values observed at Mauna Loa in 2015
(Keeling et al., 2017; Scripps CO2 Program, 2019).
A subset of 80 stored samples (~20% of the total) spanning a range of sizes
and canopy positions were later selected for analysis of stable oxygen isotope
ratios to enable a parallel analysis on an additional stable isotope system.
Analyses were run at Washington State University on a TC/EA and Delta XP mass spectrometer.
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Scripps CO2 Program, 2019. Scripps Institution of Oceanography [WWW
Document]. URL http://scrippsco2.ucsd.edu/data/atmospheric_co2/mlo.html