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Transplanting Tree Ferns to Promote Their Conservation in Mexico PDF

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Transplanting Tree Ferns Promote Their to Mexico Conservation in Diego PfiREz-SALiCRUP Biologicas, Universidad Nacional Autonoma de Me) s CP Xangari, 58089, Morelia, Michoacan, Mexico Disregarding law prohibitions, artisans in the region of Cuetzalan, Mexico harvest the stems of aduh tree ferns of at least two species, Cyathea divergens tuerckheimii R.M. Tryon, and M. Martens produce var. C. fulva et Galeotti, to and Both handicrafts (Eleuterio Perez-Salicrup, 2006). species are listed in the Mexican law as threatened by land-use and land-cover changes (SEMARNAT, 2000). Adult tree ferns are mostly harvested from natural populations that occur in remnants montane These among most of tropical forests. forests are the PO * Corresponding author current address: Department of Botany, University of Florida, Box FL USA; 118526, Gainesville, 32611, e-mail: [email protected] AMERICAN FERN VOLUME NUMBER JOURNAL: 99 4 (2009) endangered ecosystems Mexico in (Diario Oficial de Federacion, Luna la 2001; As et al, 2001). a result, harvest contributes increased and to mortality rates jeopardizes the future regeneration of native tree ferns in forests that are already vulnerable and (Eleuterio Perez-Salicrup, 2006). Although tree fern species are often restricted to shaded and high moisture sites, at least three Cyathea and one Alsophila species commonly and establish grow in ruderal such habitats, as roadsides, near Cuetzalan (pers. obs.). any management Therefore, policy aiming preserve to tree fern species in this must region consider occurrence their in different habitats (Werth and Cousens, from remnants 1990), forest to disturbed areas. However, no study has documented yet the establishment requirements of tree fern species in this region. Moreover, few studies have looked management requirements at for conserving the 13 Cyathea spp. that are currently considered endangered by Mexican law the (Diario Oficial de Federacion, Bernabe la 2001; et 1999). al., Our study focused on providing basic information allow the ex to situ conservation endangered of species of the family Cyatheaceae. Tree ferns are usually propagated ex through situ spores, vegetative tissues Finnie and (e.g., Staden, Suzuki and 1987; et al. 2005), occasionally, by planting fronds (e.g., Cibotium splendens (Gaudich.) Krajina ex Skottsb.; Hensley, 1997) or the apical meristems of harvested adults Dicksonia (e.g., antarctica LabilL; Foresfry Commission, Although 2001). not evaluated for the tree fern species occur that in the region of Cuetzalan, transplantation of seedlings and young commonly plants performed promote ex and is to conservation situ in situ enrichment planting endangered of species (Primack, Transplants 2002). are more when likely successfully and grow to establish environmental conditions where of the sites they naturally occur are similar to the ones of the areas they and are relocated Hayes, Montalvo and to (Jones 1999; Ellstrand, 2001). For the species Cyatheaceae of native to the region of Cuetzalan, transplantation from roadsides to safe sites could be an important strategy for ex situ conservation. Along these roadsides, young tree fern sporophytes (< cm 50 normally experience high due tall) mortality rates to annual cutting of A herbaceous vegetation road maintenance bank for (pers. obs.). of sporo- phytes could be by them created transplanting from exposed protected to areas under adequate environmental conditions. tree fern transplantation proves If and successful, cost time associated with spore or gametophyte germination The could be avoided. young sale of tree ferns for horticultural purposes could income potentially substitute obtained by for selling handicrafts fashioned from tree fern adventitious and consequently roots, contribute to their in situ To evaluate the feasibility of using transplants of Cyathea and Alsophila spp., extracted from roadsides for ex conservation, we documented situ first the tree fern species that naturally established along margins the of a major We road used to access the city of Cuetzalan. then transplanted young free ferns to sites subjected to different light conditions to compare their survival and growth among rates species and Based on we treatments. these data, provide basic guidelines for tree fern conservation in the study region. MANAGEMENT ELEUTfiRIO & PfiREZ-SALICRUP: OF TREE FERNS IN MEXICO Species Cyatheafulva Cyathea costaricensis Methods Study site.—This study was conducted in the vicinities of the city of N-97 Cuetzalan (20° 01' 33" 31' 37" W), in the northern region of the state of Puebla, central-eastern Mexico. Study areas were located elevations ranging at from 500 to 1470 meters above sea level (m.a.s.L). Annual precipitation mm mm, > Mean averages 4141 with months receiving 100 of all rainfall. annual temperature 19.4°C, ranging from 14.3°C in January, to 22.9°C in June is (Institute Mexicano de Tecnologia del Agua, 2000). The landscape is dominated by shade with coffee plantations diversified overstory tree and montane canopies, remnants. tropical forest Study species.—Three species of the genus Cyathea and one species of the m genus Alsophila were found along roadsides in a 670-1420 altitudinal range: C. divergens var. tuerckheimii, C. fulva, C. costaricencis (Mett. ex Kuhn) Domin. (Mickel and Beitel, 1988), and Alsophila firma (Baker) D.S. Conant (Mickel and Smith, 2004). All species are protected by Mexican law (Diario de Oficial la Federacion, 2001). cm Cyathea spp. typically have trunks that range from approximately 10 cm diameter at breast height (DBH) to approximately 130 with the mantle of may Stems and and adventitious roots. stipes are scaly, stipes present spines (Mickel and Beitel, 1998). Adult stems are occasionally bent due to mechanical damage and to the posterior recovery of vertical growth (Seller, 1981). Adults m may of both C. divergens var. tuerckheimii and fulva present 12 stems C. tall and grow between 450-2400 and 800-2700 in sites m.a.s.L, respectively. m may Cyathea grow costaricencis to 8 in relatively drier environments tall usually located between 250 and 750 m.a.s.L (Table Mickel and Beitel, 1; 1998). Species of the genus Alsophila also present scaled stems and stipes, but have Most petiole scales characteristic apical setae (Korall et 2007). species al. grow between 1000 and 2000 m.a.s.L of elevation, rarely occurring at altitudes m below 250 m.a.s.L Adults of A. firma grow up to 10.5 and are typically tall, encountered between 750 and 2000 m.a.s.L (Table Stems may branch by 1). adventitious buds (Mickel and Smith, 2004; Tryon and Tryon, 1982). — We Abundance of tree ferns along roadsides. counted, identified and m measured the height of all tree ferns taller than 0.5 growing within distances m < km from pavement main highway 2 the along 16 of the to access the city of AMERICAN FERN VOLUME NUMBER JOURNAL: 99 4 (2009) Cuetzalan. This highway connects the region to the state's capital city, Puebla. We assigned each identified tree fern to the following five height categories: > 0.5-1.0, 1.1-2.0, 2.1-3.0, 3.1-4.0, and 4.0 m. In addition, we divided the tree encountered ferns along the roadsides into three altitudinal ranges: 670-920 We 921-1170 and 1171-1420 m.a.s.l., m.a.s.L, only sampled m.a.s.l. tree ferns m above we 0.5 in height because were interested in quantifying the abundance of individuals had that successfully established along roadsides. Experimental we transplants.~ln October 2003, collected tree ferns of the two number species that presented a high of individuals with stem a height between 10 and 50 cm, encountered within 700-950 a ahitudinal m.a.s.l. range. Thirty C. divergens and 30 A. firma plants ranging 17-50 cm were tall excavated with spades from roadsides. Tree ferns were extracted with their entire root systems and approximately 1000 cm^ of local Plants within soil. this altitudinal range were minimize selected environmental to heterogeneity between the site they were extracted from and the ones they were transplanted which were located 700 to, at m.a.s.l. Fifteen transplants each were 50% of species planted into a shade greenhouse, and were fifteen planted in an open sun exposure) garden. (full Plants were transplanted within two hours 20-30 cm into holes diameter and cm 30 depth. Holes were with mixed We filled local soil with organic compost. We cut fronds with expanded all fully pinnae minimize to transpiration. marked fiddleheads emerging all (i.e., leaves] at the beginning of the experiment and in subsequent censuses. To evaluate growth we rates measured stem height (to the nearest 0.5 mm), from the base of the newest crosier the monitored to soil surface, frond production every months 2.5 for yr 1 (from October 2003 November and mean ± to 2004), reported values SE the for > 10% study period. Fronds with green were considered tissue alive {sensu Durand and Goldstein, 2001). To investigate the mortality of tree ferns along roadsides, in March 2003 we < C randomly cm selected 60 tree ferns 30 of each divergens and tall C. fulva, two the species that presented a higher number of individuals in this size growing category, in altitudes ranging from 900 and 1200 This m.a.s.l. was altitudinal range selected to include the extension of roadsides that would be weeded we during the period performed our To study. verify the effect of the we transplantation procedure, used spade a to extract half of the plants of each We with species their entire root systems. subsequently replanted each plant same into the spot they had been extracted from (henceforth called transplanted We control individuals). measured stem heights before transplanting, and cut all mature fronds with fully expanded pinnae reduce water We monitored to loss. plant survival for both transplanted control individuals and non-transplanted mo March individuals, every from 2003-April 3 2004. We used time compare failure analyses to survival between and rates species We between treatments in both experiments (Fox, 2001). performed Cox proportional hazard model and and Thompson, log-rank tests (Pyke 1986) with We SPlus 6.0 (Insightftil Corp. Seattle, USA). used linear and quadratic regressions between the initial and final stem heights to determine the model MANAGEMENT ELEUTERIO & PEREZ-SALICRUP: OF TREE FERNS MEXICO IN divergens C. C. fulva A. firma C. costaricensis Species that best the patterns of stem growth (Sokal and Rohlf, 1995). and fit Initial stem were and we final heights linearly related, therefore performed a Pearson correlation analysis to evaluate the relationship between stems height initial We and number total of fronds produced. compared growth and frond ANOVA production between and two way species treatments using a without — Abundance of tree ferns along roadsides. Cyathea divergens and C. costaricensis were the most abundant tree fern species sampled along roadsides, with 96 and 34 individuals, respectively. Both species were represented in all height categories (Fig. Only twelve plants of C. fulva 1). > cm and Few four of A. firma 50 were encountered within the sampled area. m plants taller than 3 of both species were recorded Cyathea divergens (Fig. 1). was abundant whole along the altitudinal range sampled, while the 34 all plants of C. costaricensis were sampled within altitudes between 670 and m 920 (Fig. Less than 10 individuals of fulva and A. firma were sampled 2). C. whole was in the study A. firma between 921- area. restricted to altitudes 1170 m, while C. fulva was only recorded in the other two altitudinal ranges. AMERICAN VOLUME NUMBER FERN JOURNAL: 99 4 (2009) 50 divergens C. C. fulva A. firma C. costaricensis Species analyses— Survival While divergens experienced and 86.7% C. 73.3 survival, 40% A. firma experienced 93.3 and survival yr open canopy and 50% after in 1 shade, respectively. Survival curves did not between differ species log (Fig. 3; / = = P > - = rank, 1.2, df 1, 0.25) or light treatments (Fig. 3; log rank, 3.2, df P > = 1, 0.05). Survival rates were not affected by the initial height of stems (z P > - P > = P > -1.18, species 0.2), (z 1.58, 0.10), or light treatment (z -1.81, = = F > 0.05) (likelihood ratio test 6.58, df 3, 0.05). Tree ferns of C. divergens transplanted whether open shaded more to safe sites, or areas, survived than those on roadsides and and left (control transplant control; see Figs. 3 Less 4). 50% than of the transplants of both C. divergens and C. fulva survived for more mo when than 6 left along the roadsides. After yr from the beginning of the 1 37% experiment, approximately of the control individuals of fulva survived, C. 10% while than less of C. divergens, or of the plants assigned to the other treatments, survived had (Fig. In general, plants kept as controls greater 4). survival than the controls for the transplantation method. mm/mo Growth analyses.— Stem growth was between 4-5 in height either in the sun or shade treatments and for both studied species in the months first after Frond was transplantation. production lower in the three months than first subsequent months (approximately fronds/mo, comparison 0.6 in to the 1.0-1.2 fronds/mo we observed during the subsequent For period). these reasons, decided to use data from the whole censused period stem to calculate total growth and Mean frond production. height growth divergens were rates for C. mm/mo mm/mo 8.0 ± 1.0 in open canopy, and 13 ± 2.1 in 50% shade. Mean mm/mo ± height growth rates for yi./irma were 2.0 1.4 in open canopy and 6.0 ± mm/mo 50% 0.8 in shade. Height growth were higher divergens than rates for C. ANOVA, = P < for A. firma (Fig. 5(A); 23.0, 0.001), and were higher under Fi,4i shade than sunny ANOVA, = P < in conditions (Fig. 5(A); 9.0, 0.001). ^1,4^ Frond production was not related to initial stem height divergens: (C. < P > < P > Pearson, shade and sunny r 0.65, 0.5 in r 0.5, 0.5 in conditions; A. < P > = P > firma: Pearson, r 0.6, 0.25 in shade and r 0.295, 0.95 in sunny conditions). Consequently, this variable was not considered as a covariate in comparisons between and the species treatments. Individuals of divergens C. produced 13.9 ± 0.85 and 15.5 ± 0.89 fronds/yr open canopy and 50% in ± shade, respectively, while A. firma individuals produced 6.8 0.97 and 10.4 ± 50% open canopy and 0.53 fronds/yr in shade, respectively. Cyathea ANOVA, divergens produced more fronds per yr than A. firma (Fig. 5(B); ^1,35 = P < 50% 47.5, 0.001). Both species produced more fronds under shade than open canopy ANOVA, = P < in (Fig. 5(B); F1.35 7.8, 0.001). Cyathea divergens was the most abundant tree fern species found along roadsides near Cuetzalan. This might from higher abundance result a of the AMERICAN FERN VOLUME NUMBER JOURNAL: 99 4 (2009) species in the region, together with an adaptation environmental to conditions m we in disturbed areas. In contrast, encountered only young individuals (< 1.0 stem in height) of A. firma, all located within an intermediate altitudinal range. Apparently, the conditions experienced disturbed in areas are not appropriate and for the establishment long term survival of this species. All studied species, except were unevenly divergens, C. distributed across altitudinal ranges. Air humidity and temperature, soil moisture content, and other environmental may conditions that vary with elevation restrict the habitat range of the less adaptable This abundance and species. distinct species' the variation in the number sampled of tree ferns in each altitudinal range have be considered to for proper selecting sites for extracting seedlings or transplanting them. In addition, abundances and species' in natural populations in a broader range of disturbed areas should be assessed order provide management and in to reliable conservation strategies for tree ferns in the area. A number when higher of transplants of divergens survived planted C. in safe sites, whether they were located in sunny or shade conditions, compared to the controls along roadsides and such left (see Figs. 3 4). In sites, tree ferns recurrently suffer damage due weeding. Damage may have young to stressed AMERICAN ^^'^ FERN JOURNAL: VOLUME NUMBER 99 4 (200 beyond tree ferns their capability to recover, causing their death. Although n( statistically significant, survival rates of C. fulva were higher in control than i control transplant treatments after Tree may 1 yr. ferns of this species nc m.^rnnrmo .t.... tV.o -"used by transplantation. Further studies are necessary t the adequate condition 3 of C. fulva. In general, survival were when rates greater tree ferns ..... transplanted to safe However, because sites. our experiments do not allow for comparisons among sites for species other than more C. divergens, solid information about the survival of transplants depend will on future experiments, which in each species subjected is to treatments. all Survival were rates statistically similar for tree ferns relocated to safe sites under sunny shade or conditions. Bernabe et al. [1999) observed the same pattern two for of the three tree fern species they studied in montane tropical forests of Mexico. As suggested by these authors, tree fern species vary in their tolerance to different light conditions. In our study, both divergens and A C. firma seemed to tolerate a wide range of However light availability. the survival rate for A. firma planted in the shade was higher, although not statistically significant, than in the sun treatment. The branch by ability to may adventitious buds confer this species higher a tolerance to the stress caused by transplantation. For A. shade firma, conditions, which in water may stress diminished, is be ideal for transplantation, during at least establishment, until the transplants produce expanded their first leaves. Further differences in survival could have been observed younger and if more therefore, vulnerable, transplants were used, and we had if a bigger sample size or our observations were prolonged more than for 1 yr. Several on studies have tree ferns focused on understanding the plasticity of phenological many responses of and species the such effects of on plasticity population dynamics Hunt (e.g.. et 2002; Mehltreter and al., Garcfa-Franco, 2008). Adaptations to different light conditions have particularly been addressed for several species (Arens, 2001; Ash, 1987; Bernabe et al 1999- Seller, 1981, 1984; Walker and Aplet, sunny 1994). In conditions, for example,' several Cyathea species grow often faster in height, produce more fronds and reproduce start to earlier than shady in conditions (Arens, 2001; Ash, 1987; and Bittner Breckle, 1995; Poulsen and On Nielsen, 1995). the other hand Dicksonia antarctica Labil grow slower sunny when in sites, compared to less exposed and more humid where they sites, are less likely t experience water (Hunt stress et 2002). Different al., light intensities can also cause changes crown in some architecture of Cyathea species (Arens and Sanchez-Baracaldo, Cox and 2000; Tomlinson, 1985; Tanner, 1983). our In study, transplants of both divergens and C. A. firma placed in the shade grew and faster in height produced more fronds than those planted in sunny Our sites. data is in contrast to what has been observed for other tree which fern species, grow when exposed faster conditions to of higher light availability (see Arens, 2001; Arens and Sanchez-Baracaldo, Ash, 1998; 1987; and Bittner Breckle, 1995; Bernabe et 1999; These may al., Seller, 1981). results reflect a faster adaptation of transplants shade When to conditions. planted in

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