Long-term disturbance histories, reconstructed using diverse paleoecological tools, provide high-quality information about pre-observational periods. These data offer a portrait of past environmental variability for understanding the long-term patterns in climate and disturbance regimes and the forest ecosystem response to these changes. Paleoenvironmental records also provide a longer-term context against which current anthropogenic-related environmental changes can be evaluated. Records of the long-term interactions between disturbances, vegetation, and climate help guide forest management practices that aim to mirror “natural” disturbance regimes. In this chapter, we outline how paleoecologists obtain these long-term data sets and extract paleoenvironmental information from a range of sources. We demonstrate how the reconstruction of key disturbances in the boreal forest, such as fire and insect outbreaks, provides critical long-term views of disturbance-climate-vegetation interactions. Recent developments of novel proxies are highlighted to illustrate advances in reconstructing millennial-scale disturbance-related dynamics and how this new information benefits the sustainable management of boreal forests in a rapidly changing climate.

Current ecological models predict profound climate change-related effects on the natural disturbance regimes of forests. Spruce budworm (Choristoneura fumiferana) (SBW) is the principal insect defoliator in eastern North America, and SBW outbreaks have a major impact on the structure and function of the Canadian boreal forest, as defoliation leads to decreased tree growth, increased mortality, and lower forest productivity. SBW outbreaks have become more severe over the last century with the changing climate; however, little is known about how climate fluctuations affect the growth of SBW host species during the outbreak period. Here we evaluate how climate and outbreak severity combined to affect black spruce (Picea mariana) growth during the SBW outbreak that occurred between 1968–1988 and 2006–2017. We compiled dendrochronological series (2271 trees), outbreak severity (estimated by observed aerial defoliation), and climate data for 164 sites in Québec, Canada. We used a linear mixed effect model to determine the impacts of climatic parameters, cumulative defoliation (of the previous five years), and their coupled effect on basal area growth. At maximum outbreak severity, basal area growth of black spruce was reduced by 14%–18% over five years. This outbreak growth response was affected by climate: warmer previous summer minimum temperatures and a higher previous summer climate moisture index further decreased growth by 11% and 4%, respectively. In contrast, a preceding year's warmer spring minimum temperatures (9%) and summer maximum temperatures (7%) attenuated the negative SBW effect. This study adds knowledge to our landscape-level understanding of combined insect–climate effects and helps predictions of future SBW-related damage to forest stands to bolster sustainable forest management. We also recommend that projections of boreal forest ecosystems include several classes of SBW defoliation and multiple climatic scenarios in future simulations.

Wood density is the product of carbon allocation for structural growth and reflects the trade-off between mechanical support and water conductivity. We tested a conceptual framework based on the assumption that micro-density depends on direct and indirect relationships with endogenous and exogenous factors. The dynamics of wood formation, including timings and rates of cell division, cell enlargement, and secondary wall deposition, were assessed from microcores collected weekly between 2002 and 2016 from five black spruce stands located along a latitudinal gradient in Quebec, Canada. Cell anatomy and micro-density were recorded by anatomical analyses and X-ray measurements. Our structural equation model explained 80% of micro-density variation within the tree-ring with direct effects of wall thickness (σ = 0.61), cell diameter (σ = −0.51), and photoperiod (σ = −0.26). Wood formation dynamics had an indirect effect on micro-density. Micro-density increased under longer periods of cell-wall deposition and shorter durations of enlargement. Our results fill a critical gap in understanding the relationships underlying micro-density variation in conifers. We demonstrated that short-term responses to environmental variations could be overridden by plastic responses that modulate cell differentiation. Our results point to wood formation dynamics as a reliable predictor of carbon allocation in trees. © 2021 The Authors New Phytologist

Intercomparison of satellite-derived vegetation phenology is scarce in remote locations because of the limited coverage area and low temporal resolution of field observations. By their reliable near-ground observations and high-frequency data collection, PhenoCams can be a robust tool for intercomparison of land surface phenology derived from satellites. This study aims to investigate the transition dates of black spruce (Picea mariana (Mill.) B.S.P.) phenology by comparing fortnightly the MODIS normalized difference vegetation index (NDVI) and the enhanced vegetation index (EVI) extracted using the Google Earth Engine (GEE) platform with the daily PhenoCam-based green chromatic coordinate (GCC) index. Data were collected from 2016 to 2019 by PhenoCams installed in six mature stands along a latitudinal gradient of the boreal forests of Quebec, Canada. All time series were fitted by double-logistic functions, and the estimated parameters were compared between NDVI, EVI, and GCC. The onset of GCC occurred in the second week of May, whereas the ending of GCC occurred in the last week of September. We demonstrated that GCC was more correlated with EVI (R2 from 0.66 to 0.85) than NDVI (R2 from 0.52 to 0.68). In addition, the onset and ending of phenology were shown to differ by 3.5 and 5.4 days between EVI and GCC, respectively. Larger differences were detected between NDVI and GCC, 17.05 and 26.89 days for the onset and ending, respectively. EVI showed better estimations of the phenological dates than NDVI. This better performance is explained by the higher spectral sensitivity of EVI for multiple canopy leaf layers due to the presence of an additional blue band and an optimized soil factor value. Our study demonstrates that the phenological observations derived from PhenoCam are comparable with the EVI index. We conclude that EVI is more suitable than NDVI to assess phenology in evergreen species of the northern boreal region, where PhenoCam data are not available. The EVI index could be used as a reliable proxy of GCC for monitoring evergreen species phenology in areas with reduced access, or where repeated data collection from remote areas are logistically difficult due to the extreme weather.

Despite growing interest in predicting plant phenological shifts,advanced spring phenology by global climate change remains debated. Evidence documenting either small or large advancement of spring phenology to rising temperature over the spatio-temporal scales implies a potential existence of a thermal threshold in the responses of forests to global warming. We collected a unique data set of xylem cell-wall-thickening onset dates in 20 coniferous species covering a broad mean annual temperature (MAT) gradient (?3.05 to 22.9°C) across the Northern Hemisphere (latitudes 23°?66°?N). Along the MAT gradient,we identified a threshold temperature (using segmented regression) of 4.9?±?1.1°C,above which the response of xylem phenology to rising temperatures significantly decline. This threshold separates the Northern Hemisphere conifers into cold and warm thermal niches,with MAT and spring forcing being the primary drivers for the onset dates (estimated by linear and Bayesian mixed-effect models),respectively. The identified thermal threshold should be integrated into the Earth-System-Models for a better understanding of spring phenology in response to global warming and an improved prediction of global climate-carbon feedbacks.

We investigated how the surrounding environment influences the growth of dominant trees and their responses to temperature and insect epidemics in boreal forests of eastern Canada. We focused on 82 black spruce and jack pine focal trees in stands spanning a double gradient of species diversity and soil texture within a 36 km2 area of western Québec. For these trees, we compared their diameter at breast height, growth rates, temperature-growth relations, and growth during insect defoliator epidemics. We used linear models to study how surrounding tree attributes and soil properties affected the growth of focal trees. Models showed that tree growth responses and responses to temperature and insect epidemics were generally negative with higher intraspecific competition and positive with greater tree species diversity. Growth of both species benefitted from lower soil sand content. Our research offers novel insights on the potential role of the surrounding environment, notably tree competition and species diversity, in mitigating the vulnerability of eastern Canada’s boreal trees to anthropogenic climate change and insect epidemics.

In boreal ecosystems, phenological events display seasonal patterns. These patterns allow for the development of tissues during the short time window available for growth in cold climates. Primary and secondary growth, two expensive processes for plants, are supposedly modulated in time to optimize allocation of carbon to bud and woody tissues. We aimed to assess the phenology of primary and secondary meristems, testing their relationship over the closed black spruce stands of the commercially exploited forest region in Quebec, Canada.

Location

Quebec, Canada.

Time period

2002–2016.

Major taxa studied

Gymnospermae.

Methods

We combined weekly scaled field observations with Moderate Resolution Imaging Spectroradiometer (MODIS) time series of the normalized difference vegetation index (NDVI) to extract timings of photosynthesis and meristem growth in five black spruce [Picea mariana (Mill.) B.S.P.] stands located along a latitudinal gradient and to assess their relationship. We then tested empirical models based on geographical position and seasonal temperatures to predict wood phenology (i.e., the onset and ending of earlywood and latewood formation), and compared its spatial patterns with existing predictions of bud phenology for the same study area.

Results

Photosynthesis started at the beginning of May, 3 weeks before bud reactivation and the onset of wood growth. Latewood formation started in mid-July, after shoot elongation was completed. For wood phenology models, the residual standard error ranged from 1 week to 12 days. Growth dynamics spatialized across the boreal forest of Quebec varied with the transition between the subarctic and humid continental climate.

Main conclusions

Shoot elongation and latewood formation were temporally separated, providing evidence of a trade-off in structural carbon allocation between primary and secondary growth in trees. Spatial patterns of wood phenology predicted for the black spruce polygons are consistent with spatial patterns of bud phenology, demonstrating synchronized temporal dynamics of meristems at the regional scale.