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Stand Conditions Associated With Truffle Abundance in Western Hemlockdouglas Fir Forests North 1998 1
Stand Conditions Associated With Truffle Abundance in Western Hemlockdouglas Fir Forests North 1998 1
Abstract
Truf¯es are a staple food source for many forest small mammals yet the vegetation or soil conditions associated with truf¯e
abundance are unknown. We examined the spatial distribution of forest structures, organic layer depth, root density, and two of
the most common western North American truf¯es (Elaphomyces granulatus and Rhizopogon parksii), in managed-young,
natural-mature and old-growth western hemlock (Tsuga heterophylla)/Douglas-®r (Pseudotsuga menziesii) stands in
Washington State. Forest conditions, E. granulatus and R. parksii sporocarp locations were mapped and analyzed using ARC/
INFO. Spatial patterns were assessed with univariate and bivariate Ripley's K analysis, which measures the scale at which one
and two sets of points, respectively, are `attracted' or `repelled'. R. parksii truf¯es were not associated with organic layer
depth, root density or forest structure. E. granulatus truf¯es were distributed in widely-spaced, high-biomass clusters which
are signi®cantly associated with thick organic layers with a high density of ®ne roots. E. granulatus truf¯es were signi®cantly
distanced from trees at 1±2 m. No other associations were found between E. granulatus truf¯es, logs, ferns or shrubs.
Although E. granulatus comprised more than 90% of the total truf¯e biomass in these unmanaged mature and old-growth
stands, in managed-young stands, E. granulatus truf¯es were rare and total truf¯e biomass was low. In managed-young stands,
organic layer depth and ®ne root density have been signi®cantly reduced with the introduction of ®re. Slash burning and soil
scari®cation practices in these forests may have a strong affect on local food abundance and availability of the most common
truf¯e for small mammal consumers. # 1998 Elsevier Science B.V. All rights reserved.
Keywords: Elaphomyces granulatus; Hypogeous sporocarps; Paci®c Northwest; Rhizopogon parksii; Ripley's K analysis; Soil organic layer;
Truf¯es
0378-1127/98/$ ± see front matter # 1998 Elsevier Science B.V. All rights reserved.
PII: S0378-1127(98)00310-7
56 M. North, J. Greenberg / Forest Ecology and Management 112 (1998) 55±66
et al., 1978). In conifer forests, most truf¯es are the nutrient and moisture reservoir for the fungal myce-
below-ground fruiting bodies of ectomycorrhizal lium. To improve manager's estimates of local truf¯e
fungi. The fungi mediate nutrient and water uptake production, a spatially-explicit analysis of sporocarp
for host trees and receive photosynthates (Fogel, 1980; locations and their association with forest structure or
Harley and Smith, 1983). While the linkage between edaphic conditions is needed.
conifer hosts, mycorrhizal fungi and animal consu- This study examines the distribution and stand
mers has been well-established, forest or soil condi- characteristics associated with Elaphomyces granula-
tions associated with truf¯e productivity are unknown tus (E. granulatus) and Rhizopogon parksii (R. park-
for all but a few commercially valuable species. sii) sporocarps, possibly the two most common truf¯e
Although several studies in the western US have found species in western North America (Smith et al., 1981;
truf¯es are more abundant in older, undisturbed forests J. Trappe personal communication). The spatial dis-
than young-managed stands (Vogt et al., 1981; Amar- tribution of E. granulatus and R. parksii sporocarps
anthus et al., 1994; North et al., 1997), the particular and their association with forest conditions was ana-
stand conditions associated with truf¯e productivity lyzed by mapping organic layer depth, root density,
have not been identi®ed. Changes in forest composi- forest and understory vegetation, and truf¯es in 12
tion due to succession, disturbance or timber harvest- square and six transect plots. To provide a range of
ing will affect truf¯e abundance and diversity because vegetation and soil conditions, plots were located in
of the linkage between truf¯e producing mycorrhizal young, mature and old-growth forests which had
fungi and their tree hosts (Harley and Smith, 1983). different disturbance histories. Mapped locations of
Other ecosystem characteristics such as local edaphic E. granulatus and R. parksii truf¯es, soil conditions
conditions and the size and decay state of coarse and stand structure were used to examine three ques-
woody debris may also in¯uence truf¯e production tions: (1) are the truf¯es of these two species clustered,
(Amaranthus et al., 1994). Understanding which forest and if so, at what spatial scales?; (2) are E. granulatus
conditions in¯uence truf¯e abundance would help and R. parksii sporocarp locations associated with the
foresters assess the impact of management on truf¯e depth or root density of the organic layer?; and (3) are
biomass and evaluate the potential abundance of this E. granulatus and R. parksii truf¯es associated with or
food source for small mammals in different stands. `repelled' by different species or decay states of trees,
Factors that in¯uence the production of above- and logs or understory vegetation?
below-ground fungal sporocarps (`mushrooms' and
`truf¯es') have been suggested by ®eld observations
from several researchers but not systematically stu- 2. Methods
died (Vogt et al., 1992). Environmental controls such
as temperature and precipitation appear to in¯uence Associations between truf¯es and forest stand con-
timing and abundance of mushroom production ditions are dif®cult to identify because sporocarps are
(Laiho, 1970; Mehus, 1986; Wasterlund and Ingelog, the sporadic fruiting bodies of more extensive myce-
1981). However, for truf¯es the above-ground climate lium networks. Furthermore, sporocarp clusters may
may not be as important as the temperature, moisture be clones of the same genet rather than individuals
and nutrient availability within the soil (Hering, 1966; (Dahlberg and Stenlid, 1995). Truf¯es provide a point
Peredo et al., 1983). Above- and below-ground spor- location for a particular fungal species without pro-
ocarp production is in¯uenced by the species compo- viding information on the extent of the mycelium
sition of the forest (Chu-Chou and Grace, 1982; producing the fruiting body or whether different truf-
Dighton and Mason, 1985; Dighton et al., 1986; Hilton ¯es come from one or more genets. Using a sample of
et al., 1989; Jansen and Denie, 1988; Temorshuizen epigeous sporocarps and testing for somatic incom-
and Schaffers, 1989). Some studies suggest sporocarp patibility, some studies have found sporocarps from a
biomass increases with stand age (Vogt et al., 1981; single genet ranging from 1 to 27.5 m apart (Dahlberg
Amaranthus et al., 1994). Stand structures such as and Stenlid, 1990; Baar et al., 1994; Dahlberg and
large pieces of woody debris or thick organic layers Stenlid, 1995; Dahlberg, 1997). Therefore, factors
may also in¯uence truf¯e production by providing a effecting truf¯e fruiting may result from favorable
M. North, J. Greenberg / Forest Ecology and Management 112 (1998) 55±66 57
Fig. 1. Sampling methods used at two locations in Washington State. At Forks and Baker Lake, six sites were sampled in three stand types;
managed young, natural mature and old growth. At all 12 sample sites, 81 m2 plots (with a 49 m2 truffle sample area) were established and at
six of the sites, 1/100 m transects were established.
conditions near the truf¯e location or over the extent to provide a range of forest conditions which might
of the mycelium net. in¯uence truf¯e production; managed young, natural
In this study, our focus is on the production of mature, and old growth. In both areas, stands were
truf¯es as a food source, and we do not attempt to selected to minimize differences in conifer species
identify mycelium size or genetic structure of different composition between sample sites while varying the
sporocarps. Truf¯es are treated as individuals disturbance history. This was an effort to standardize
although some are probably clonal sporocarps of the mycorrhizal hosts of the truf¯e community while
the same mycelium. Our analysis does not attempt varying disturbance treatments. Natural-mature and
to identify whether forest conditions associated with old-growth stands differed signi®cantly from mana-
truf¯es are in¯uencing the location of particular truf- ged-young stands in organic layer depth, root density,
¯es or the network of mycelium from which the truf¯e and volume of coarse woody debris (Table 1) (North,
is fruiting. 1993).
Six sample stands near Forks (478580 N, 1238590 W)
2.1. Study areas (two in each stand type) were located in the western
hemlock/swordfern-oxalis (Tsuga heterophylla/Poly-
Truf¯e sampling was conducted in 12 stands at two stichum munitum-Oxalis oregana) association (Hen-
areas in Washington State; near the town of Forks on derson et al., 1989) between 200 and 500 m elevation.
the Olympic Peninsula and near Baker Lake in the Although typed as western hemlock, Douglas-®r and
foothills of the North Cascades (Fig. 1). Three stand Paci®c silver ®r (Abies amabilis) were common
types with different disturbance regimes were selected cohorts (Table 1). The climate is moist with most
58 M. North, J. Greenberg / Forest Ecology and Management 112 (1998) 55±66
Table 1
Forest structure and edaphic conditions for 12 stands of three types in two areas. Values for the two replicate stands at each site have been
combined
Tree basal area (m2/ha) 68.3 74.2 70.7 65.1 54.6 69.6
Species composition (%)
Tsuga heterophylla 75 78 70 61 69 63
Pseudotsuga menziesii 15 15 20 20 5 10
Abies amabilis 5 4 2 6 18 16
Mean dbh (cm) 43 45 83 39 43 104
Age of dominant trees (year) 60 71 >260 61 73 >345
Log volume (m3/ha) 197 458a 402a 153 511a 347a
Shrub cover (%)
Acer circinatum 10
Gaultheria shallon 6
Rubus spectabilis 3 2
Vaccinium alaskaense 2 1 11 8
V. parvifolium 7 9 3 2
Root densityc
Low 93b 11a 6a 90b 5a 3a
Medium 7b 76a 64a 10b 85a 71a
High 0b 13a 30a 0b 10a 26a
Mean organic depth (cm) 3.0b 4.4a 4.0a 3.1b 5.0a 4.3a
a,b
Values with different superscript letters are significantly different (p<0.05).
c
Root density is the percentage of 1 m2 sample grids with low, medium and high root density at each of the six sites (n198 for each site).
of the annual 280 cm/year of precipitation falling as precipitation falls as rain and ephemeral snow
rain between October and May, and temperatures are between October and May. Soils are shallow, well-
mild year round. Soils are weakly-developed, well- drained spodosols or inceptisols (Henderson and
drained spodosols with a metabasalt bedrock. Two Peter, 1985). Two managed-young stands were clear-
managed-young stands were clearcut and burned in cut and burned in the early 1930s and now have an
the early 1930s and now are fully stocked with western even-age forest of western hemlock and Douglas-®r.
hemlock and Douglas-®r. Two natural-mature stands Two natural-mature stands were moderately disturbed
were disturbed by a severe windstorm in 1921 leaving by a windstorm in 1917, have about 20 residual old-
on average 15 large, old-growth trees per hectare growth trees per hectare and a 75 year-old cohort of
which survived the storm and a 70-year old cohort western hemlock. Two adjacent old-growth stands
of western hemlock. Two sites adjacent to the natural- appear to be free of signi®cant disturbance since stand
mature stands but on east-aspect slopes unaffected by initiation.
the windstorm, were old-growth and without detect- Managed-young and natural-mature stands were
able signs of disturbance. similar in the size, age and density of trees while
Six sample stands near Baker Lake (488480 N, signi®cantly differing in organic layer conditions, log
1218290 W) were in the western hemlock/Alaska huck- volume and understory vegetation (Table 1).
leberry (Tsuga heterophylla/Vaccinium alaskaense) Although natural-mature and old-growth stands dif-
association between 300 and 500 meters elevation. fered in the age and size of overstory trees, understory
This area is typi®ed by a mixture of western hemlock, composition was similar and organic depth and log
Douglas-®r and Paci®c silver ®r (Abies amabilis) with volume was slightly higher in natural-mature stands.
a history of localized wind disturbances (Henderson These differences were due to the stands' disturbance
and Peter, 1985). Most of the annual 210 cm/year of histories. In both the Baker Lake and Forks areas
M. North, J. Greenberg / Forest Ecology and Management 112 (1998) 55±66 59
pre-settlement disturbance was dominated by infre- marked by connecting 1 m intervals on the opposite
quent severe windstorms. Records of ®re scars and soil sides of the square with string. This established 81 1 m
charcoal are rare until the 1930s when clearcut logging square grids. Using the strings as Cartesian coordi-
and slash burning commenced (Henderson and Peter, nates, vegetation and stand structure was mapped
1985; Henderson et al., 1989). Natural-mature stands before truf¯e excavation began (Fig. 2). Trees were
had a forest structure, edaphic condition and unders- identi®ed to species, their diameter measured and their
tory composition consistent with historical patterns, location within the grid mapped. Logs were identi®ed
while harvest and slash burning altered these condi- to species, assigned a decay class (Harmon et al.,
tions in the young-managed stands. 1986) and drawn to scale on the grid map. Four shrub
species (Acer circinateum, Gautheria shallon, Vacci-
2.2. Plot Design nium alaskaense, V. parvi¯ora) and three fern species
(Blechnum spicant, Polystichum munitum, Pteridium
Two types of mapped plots were used: 81 m2 square aquifolia) were found in the plots and all individuals
grids and 1 by 100 m long transects (Fig. 1). The were mapped. The area of tip-up mounds, created by
square plots were examined for neighborhood affects windthrown trees, was mapped.
on E. granulatus and R. parksii distribution, and the Organic layer depth and root density were assessed
long transects were designed to evaluate how the for each of the 81 squares. Organic layer depth was
distribution of these truf¯es varies across a forest measured and 0±3 cm was classed as low, 3±6 cm as
stand. Both plots were used to assess E. granulatus medium and >6 cm as high. Root density was assessed
and R. parksii truf¯e clustering and spatial distribu- as a measure of the tearing strength of the organic
tion. All sites were sampled in 1994 within an 8 week layer. Soils in which the truf¯e fork could rake with
period in the fall when truf¯e productivity is high little or no impediment were classed at low density.
(Hunt and Trappe, 1987; Luoma et al., 1991). Medium density were soils in which raking tore many
For the square plots, an area in each of the 12 stands ®ne roots but the fork could be pulled through the soil
was selected at random. A square, 9 m9 m was with a full arm motion. High root density was a thick
established and a grid pattern within the square was mat of roots in which short, strenuous raking ripped
Fig. 2. Map of the types of data collected at each site. Truffles were only mapped inside the 7 m/7 m sample area. The area of tip-ups mounds
was mapped. Truffles, trees and shrubs were identified to species. Logs were identified by decay class. Depth and root density (shown) of the
organic layer were measured for each 1 m grid cell.
60 M. North, J. Greenberg / Forest Ecology and Management 112 (1998) 55±66
out a matted, cohesive block of soil. Field personnel ARC/INFO was then used to calculate the distance
were collectively shown examples of different from each E. granulatus and R. parksii truf¯e location
root densities in an effort to standardize classi®ca- to the nearest log segment. The relationship of truf¯e
tions. biomass with distance to logs of different decay
Within the 9 m9 m mapped grid, a central area classes was analyzed with regression.
7 m7 m was searched for truf¯es. In the 7 m7 m Association between soil characteristics and truf¯e
grid, the organic layer was raked away to expose the locations for E. granulatus and R. parksii was exam-
mineral soil where most truf¯es fruit. Each sporocarp ined using hierarchical loglinear analysis in the 12
was identi®ed to species and mapped using the string 49 m2 plots (n588) and the six 100 m transects
grids for reference. Sporocarps were placed in wax (n600). The presence or absence of E. granulatus
paper bags and identi®ed by stand sample and grid and R. parksii truf¯es in the 1188 1 m2 squares was
square in which they were located. Sporocarps were compared to the expected values given the proportion
cut in half, dried in a dehumidi®er cabinet and of each soil characteristic for all the plots.
weighed to the nearest 0.01 g. To determine the distribution pattern of E. granu-
Transects, 1 m wide/100 m long were also mapped latus and R. parksii truf¯es, a univariate Ripley's K
in the sample stands. The same vegetative and stand analysis was used (Moeur, 1993). Ripley's K com-
structure features mapped in the square plots were pares distances between all location points in the same
recorded for the area within the transect and for 2 m on plane (Ripley, 1979; Diggle, 1983) using the reduced
either side of the transect. Organic layer depth and root second moment measure or K function to examine
density were measured in 1 m blocks within the length spatial associations over a greater range of scales than
of the transect. The locations of all truf¯es were immediate neighborhood (nearest neighbor) effects.
mapped and each truf¯e was identi®ed to species. The estimator of K(d) is calculated as:
Whenever a truf¯e was located, a 1 m2 square area n X
X n
ij
d
on each side of the transect was also searched to ^
K
d A ; for i 6 j
determine the size of each cluster encountered. The i1 j1
n2
search of adjacent squares expanded to form a network
of 1 m2 squares until truf¯es were no longer found. where A is the plot area with n truf¯es and ij is the
Cluster size and the distance between clusters was distance between truf¯e i and truf¯e j. We used a
calculated. ^
square root transformation L
d which linearizes,
^
K
d, stabilizes variance and has an expected value
2.3. Analysis approximating zero (Moeur, 1993; Ripley, 1979).
Edge effects are eliminated with a toroidal edge
All 81 m2 plots were digitized from ®eld maps correcting method which simulates wrapping each
using ARC/INFO software. Data for the stand structure, edge of the plot around to its opposite side using a
soil characteristics and truf¯e dry weights were three dimensional shift (Bailey and Gatrell, 1995).
entered into attribute tables associated with map loca- ^
Con®dence boundaries around L
d were generated by
tions. Although eight truf¯e species were found, only measuring the departure of the observations from a
E. granulatus and R. parksii sporocarps were found in Monte Carlo simulation based on a Poisson model
enough grids (>30 or 5% of total sample grids) to be (Moeur, 1993). One hundred random realizations were
analyzed. run to determine the 95% con®dence boundaries for
Using the ARC/INFO ®les, maps of each 81 m2 plot distances of 0±3.5 m at 0.1 m intervals. When L
d^
were made in ARC/VIEW assigning different symbols values exceed the values of the Monte Carlo random
and colors to each truf¯e, shrub, fern, tree species, and realizations (P), the observed distribution is consid-
log decay class. These maps were used as an initial ^
ered to be clustered and when L
d < P, the distribu-
evaluation of stand features which might be associated tion is considered regular.
with truf¯e locations because different information E. granulatus and R. parksii truf¯e distributions
layers could be added or deleted to clarify spatial were also assessed with a Thiessen polygon analysis
patterns for sporocarp locations. which provided a visual and quantitative comparison
M. North, J. Greenberg / Forest Ecology and Management 112 (1998) 55±66 61
Fig. 3. Truffle data for site 1 (Forks) which was typical of the 12 sample sites. (a) Map of Elaphomyces granulatus truffles with 1 m sample
grid. (b) Thiessen polygons for E. granulatus locations. The area of the white polygons is >1 standard deviation (s.d.) above the mean area
size, the area of the gray polygons are within 1 s.d. of the mean, and the area of the black polygons are more than 1 s.d. smaller than the mean.
Edge polygons were excluded from the analysis shading. (c) Ripley's K analysis of E. granulatus positions indicating a significant clustering
pattern (above the 95% confidence boundary) at 1±3 m distances.
Fig. 4. Location maps and Ripley's bivariate analysis for four pairs of spatial locations at site 1 (Forks), which was typical of the 12 sample
^
sites. On the Ripley's graphs is the solid line at 0, L
d is the heavy solid line and the dashed lines are the 95% confidence envelope. (a) E.
granulatus truffles and western hemlock, (b) E. granulatus truffles and red huckleberry, (c) E. granulatus truffles and deer fern, and (d)
Elaphomyces granulatus and Rhizopogon parksii truffles.
sporocarp production, but it does not explicitly test spatial association between two species of truf¯es
this assumption. Our results, therefore, should be and selected forest conditions, not the mechanisms
treated with caution because we examined only the which trigger sporocarp formation. Correlation is not
64 M. North, J. Greenberg / Forest Ecology and Management 112 (1998) 55±66
causation, particularly when so little is known about organic layer conditions which are atypical. This
the autecology of different truf¯e producing mycor- change in the soil organic layer may be affecting
rhizae. Research on these mechanistic questions may E. granulatus truf¯e productivity and food abundance
take several decades, and in the interim we hope this for mycophagists.
research can help managers understand how changes Spatial distributions of E. granulatus truf¯es were
in vegetation and soil conditions may affect an impor- highly clustered in both the square plots and along the
tant food source in forest ecosystems. transects. The Ripley's univariate analysis of the square
R. parksii truf¯es were not signi®cantly associated plots found E. granulatus truf¯es clustering from
with the measured forest variables or edaphic condi- 1±3 m; a pattern which was veri®ed in the Theissen
tions. R. parksii truf¯es were distributed as widely polygon analysis of each site. Transect data indicates
scattered individuals rather than in clusters, making it E. granulatus truf¯e clusters were sparsely and spor-
dif®cult to identify a signi®cant spatial association adically distributed across a stand. Other truf¯e stu-
with particular stand or soil conditions. R. parksii is a dies have found the sporocarps of some species to be
mycorrhizal specialist associated with Douglas-®r. clustered (Fogel, 1976; Fogel, 1980; States, 1985;
Only 5±20% of the basal area in the sample stands Hunt and Trappe, 1987). It is unknown whether these
was Douglas-®r, possibly limiting the abundance of clusters are clonal because mycelium size and genetic
R. parksii. structure for truf¯e producing fungi has not been
The loglinear analysis indicates a signi®cant asso- studied. Analyzed as either individuals or clusters,
ciation between E. granulatus truf¯es and thicker E. granulatus truf¯es were signi®cantly associated
organic layers with a high root density. This associa- with thick organic layers with a high root density.
tion corresponded with the difference in E. granulatus E. granulatus and R. parksii truf¯e locations and
truf¯e abundance between natural and managed biomass were not associated with logs in our sample
stands. Generally young-managed stands lacked thick sites. A southern Oregon study, however, by Amar-
organic layers with a well-developed network of ®ne anthus et al. (1994) found a signi®cant association
roots because slash had been burned after they were between logs and truf¯es in young clearcut and old-
harvested. On the long transect plots two clusters of E. growth stands. They concluded that logs may function
granulatus truf¯es were found in a managed-young as a moisture and nutrient reservoir during drought
stand but both were in surface depressions with seeps periods and thereby provide favorable microsites for
that had not burned. A 4 year long study in these stands truf¯es during the summer. Our study sites in
(North et al., 1997) found abundant E. granulatus Washington rarely dry out even during summer and
truf¯es in natural-mature and old-growth stands, but therefore the seasonal need for a reservoir may not be
in managed-young stands E. granulatus truf¯es were as important as it is in the drier conditions of southern
only found in microsites which had not burned. In Oregon.
Paci®c silver ®r stands in Washington, Vogt et al. The Ripley's bivariate analysis revealed a signi®-
(1981) found high biomass E. granulatus truf¯e clus- cant repulsion between E. granulatus truf¯es and trees
ters in undisturbed old-growth but not in managed- which peaked at 2.0 m. In his mapped plots, Fogel
young stands. In a 4-year study in central Oregon, (1976) noted that truf¯es were generally located at the
Luoma et al. (1991) found only one large cluster of midpoint between tree locations which was about 2 m
E. granulatus truf¯es whose biomass was an outlier at his sample sites. The below-ground zone immedi-
compared to biomass collections of the other 46 truf¯e ately around tree boles differs from the general stand
species collected. Elaphomyces granulatus becomes both in microclimate and root structure. In this zone,
more common with increasing latitude (J. Trappe through-fall precipitation is reduced and the ®ne roots
personal communication) where decomposition is associated with mycorrhizae may be less common
slower due to a cooler, wetter climate (Harmon than the large structural roots necessary for tree
et al., 1986). In these conditions thick organic layers stability. Several studies suggest that as a tree grows,
tend to develop because ®re disturbance is rare. The ectomycorrhizae succession can limit the distribution
burning of slash in these areas introduces a distur- of some species to further from the tree bole (Mason
bance which was historically rare, producing thin et al., 1983; Fleming et al., 1986)
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