Dwarf Mistletoe Control On The Mescalero Apache Indian Reservation New MexicoJournal of Forestry

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J. For.

115(5):379 –384
PRACTICE OF FORESTRY https://doi.org/10.5849/jof.16-049

silviculture

Dwarf Mistletoe Control on the Mescalero


Apache Indian Reservation, New Mexico

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Howard M. Hoyt, William Hornsby, Ching-Hsun Huang,
James J. Jacobs, and Robert L. Mathiasen

Dwarf mistletoe is a destructive pathogen of many commercial ponderosa pine (Pinus ponderosa var. ponderosa var. scopulorum Engelmann) for-
scopulorum) stands in the Southwest. From 2005 to 2006, on the Mescalero Apache Indian Reservation, a ests (Hawksworth and Wiens 1996, Conk-
mistletoe control project was implemented across 3,300 acres. Locally developed management guidelines for lin 2000). According to Hawksworth and
treating moderate to severely infected stands recommended salvaging merchantable timber and then slashing Wiens (1996), this dwarf mistletoe is partic-
remaining hosts ⬎2 ft tall. The goal of this treatment was to diminish residual southwestern dwarf mistletoe ularly damaging to ponderosa pine in the
(Arceuthobium vaginatum subsp. cryptopodum) infection while maintaining sufficient, albeit small, natural Sacramento Mountains in southcentral
ponderosa pine regeneration for stocking. In 2008, 12 fixed-radius plots were established within the project area New Mexico, central Arizona, and along the
to monitor the emergence of latent infections. Our observations revealed that 9 years posttreatment, 2.3% of Front Range in Colorado. Shields (1953)
the retained cohort had harbored latent mistletoe infections. The treatment appears to result in satisfactory contended that the most widespread and
control of the parasite in the Sacramento Mountains of southcentral New Mexico. severe infestation of SWDM was on the
Mescalero Apache Indian Reservation (Mes-
Keywords: southwestern dwarf mistletoe, stand improvement, sanitation cut, advanced regeneration,
calero) in southern New Mexico. In addi-
ponderosa pine
tion, the occurrence of SWDM has been
shown to increase surface and total fuel load-
ing in stands and may increase the risk of

D
warf mistletoes (Arceuthobium and Wiens 1996, Geils et al. 2002, Rolena et
spp.) are obligate parasitic flower- al. 2015). Because of this unique dispersal catastrophic wildfire when the infestation is
ing plants that depend almost en- mechanism, distribution on both the land- severe (Hoffman et al. 2007).
tirely on their host tree for water, minerals, scape and stand scale is typically patchy with Several aspects of the dwarf mistletoe
and carbohydrates. These plants have the more or less discrete infection centers sur- life cycle facilitate their control through sil-
potential to significantly impact height rounded by areas without the disease (Conk- vicultural methods including (1) obligate
growth, diameter increment, and life expec- lin 2000). parasitism—requirement of a living host,
tancy of a severely infected tree. Dwarf mis- Southwestern dwarf mistletoe (SWDM) (2) host specificity— generally infect one
tletoes are spread within and between (Arceuthobium vaginatum subsp. cryptopo- species or a group of related species, (3) long
crowns of adjacent trees by hydrostatically dum [Engelmann] Hawksworth and Wiens) life cycles— generations range from 2–10
controlled, thermogenesis-triggered, explo- is recognized as the most damaging patho- years or more including an incubation pe-
sive dispersal of their seeds (Hawksworth gen in southwestern ponderosa pine (Pinus riod of 2–10 years before aerial shoots de-

Received August 15, 2016; accepted September 12, 2016; published online November 24, 2016.
Affiliations: Howard M. Hoyt (hhoyt@fs.fed.us), USDA Forest Service, Siuslaw National Forest, Central Coast Ranger District, Waldport, OR. William Hornsby
(william.hornsby@bia.gov), USDI Bureau of Indian Affairs, Mescalero Agency. Ching-Hsun Huang (ching.huang@nau.edu), Northern Arizona University. James J. Jacobs
(jamesjjacobs@fs.fed.us), USDA Forest Service, Forest Health and Protection. Robert L. Mathiasen (robert.mathiasen@nau.edu), Northern Arizona University.
Acknowledgments: We acknowledge the researchers and managers at Mescalero who paved the way for the current study and whose work has been instrumental in the
management of mistletoe at Mescalero, notably the late Frank G. Hawksworth; Dave Conklin, USFS Forest Pathologist (retired); John Andrews, Bureau of Indian
Affairs (BIA) Forester (retired); Bernie Ryan, BIA Forester (retired); Robert Campbell, BIA Forester; Dave Koch, BIA Forester; Thora Padilla, Mescalero Apache
Tribe (MAT) Forester; and Mark Paul, BIA Forester. We also acknowledge the BIA, Mescalero Apache Tribe and USDA Forest Service staff who have worked on
this project, particularly Gerald Blake, Jr., Roderick Chimal, Rylee Chino, George Gallardo, Clay Garrison, Andy Graves, Serra Hoagland, Wilmer LaPaz, Gerald
Magoosh, Phil Smith, Taylor Smith and Crystal Tischler. Funding for this project was obtained from the USDA Forest Service, Forest Health and Protection,
Southwestern Region and the National Fire Plan, Hazardous Fuel Reduction Program.

Journal of Forestry • September 2017 379


velop, (4) limited seed dispersal—maximum were least common in trees ⱕ2 ft tall (5.9% eliminate the potential for new infections
horizontal spread distances of 33– 49 ft, and infected) and that latent infections were pos- from the ⬎2 ft tall component, and release
(5) slow intensification within crowns—fast itively correlated with tree height at the time the seedlings from suppression.
growing trees may outpace internal spread of release. This finding is consistent with Several projects were implemented at
(Baranyay et al. 1971, Muir and Geils Wicker and Shaw’s (1967) conclusion that Mescalero over the past two decades based
2002). However, the long incubation period dwarf mistletoe infection in young trees is on this recommendation. Tribal conscious-
before the development of aerial shoots generally low because of their smaller target ness of the severity of the mistletoe problem
makes it initially difficult to detect the para- area for the dwarf mistletoe seed. Korstian is largely responsible for the high degree of
site. These hidden infections are referred to and Long (1922) were perhaps the first to active management. Treatments designed to
as “latent infections”—infections that have propose the idea of clearcutting and regen- control mistletoe on potentially commercial
not yet produced visible mistletoe shoots. erating areas severely infested with SWDM. sites should enable these stands to produce
They complicate control efforts consider- Early mortality studies on the Mescalero fiber in support of the local rural economy.
ably, as it is nearly impossible to eliminate all (Hawksworth and Lusher 1956) indicated Because of the high incidence and severity of
potentially infected trees in one operational that many commercial stands would not the pathogen, these treatments designed to

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entry without compromising stocking re- reach maturity because of the high incidence mitigate the disease without compromising
quirements. Typically, the latent period is and severity of the pathogen. Because of the stocking are generally not viewed as overly
2– 6 years, but this varies for different dwarf unpredictable, arid, and fire-prone nature of aggressive by tribal members.
mistletoe species (Hawksworth and Wiens ponderosa pine sites in the Southwest, arti- To evaluate the effectiveness of their
1996). ficial regeneration has been employed with current recommendations for treating mod-
Mescalero’s severe SWDM infestation limited success. Therefore, refinement of sil- erate to severe SWDM infestations, the
is largely the legacy of past management vicultural practices was required before ap- Mescalero Bureau of Indian Affairs estab-
practices (Shields 1953, Conklin 2000). Be- propriate landscape-scale mistletoe treat- lished monitoring plots after an implemen-
ginning with the arrival of European settlers, ments could be implemented without tation. This provided an opportunity to ob-
overgrazing and fire suppression altered for- compromising sufficient stocking levels. Be- serve the incidence of retained ponderosa
est conditions and enabled a proliferation of cause no viable chemical or biological con- pine with latent infections (Figure 1). The
pine regeneration. Isolated mistletoe infec- trols are currently available for treating anticipation was that the incidence of latent
tions present in the mature overstory were stands (Beatty and Mathiasen 2003), the infections in the seedlings would be low and
then able to disperse downward, dramati- only practical control for dwarf mistletoes could be reduced even further with fol-
cally increasing the incidence and severity of over large forested areas is through silvicul- low-up sanitation cutting. Results from 9
infection in the newly established cohort tural manipulation (Geils et al. 2002). years of monitoring are presented in this
(Shields 1953). Early foresters at Mescalero The current recommendation for treat- article.
recognized the severity of the dwarf mistle- ing moderate to severe SWDM infestations
toe infestation and initiated control efforts. at Mescalero is to temporarily implement Methods
However, their operations did not take into even-aged management. Operations include
account the epidemiology of the parasite, a commercial harvest where all host trees Site Description
and they were unsuccessful at controlling ⱖ9-in. dbh and greater are removed, fol- The 460,414-acre Mescalero Apache
SWDM. The partial cutting methods used lowed by a stand improvement/sanitation Indian Reservation is located in the Sacra-
increased sunlight to retained trees, stimu- cutting that slashes all remaining host trees mento and White Mountains of southcen-
lated latent infections, and actually favored ⬎2 ft tall. The intent of the treatment is to tral New Mexico. Local climatic factors
the build-up of mistletoe on many sites retain a high percentage of uninfected trees, range from an average minimum tempera-
(Conklin 2000). Hawksworth et al. (1977)
concluded that a century of experience has
demonstrated it is virtually impossible to
eliminate dwarf mistletoe populations Management and Policy Implications
through partial cutting because of latent
Temporary utilization of an even-aged management approach may be needed to improve the health and
infections.
Early studies on the control of SWDM vigor of some ponderosa pine stands severely infested with dwarf mistletoe. The objective of the treatment
at the Fort Valley Experimental Forest near presented in this article was to efficiently and cost effectively improve future timber merchantability
Flagstaff, Arizona (Gill and Hawksworth through the use of an innovative strategy. Although this treatment will probably be viewed as too
1954) indicated a prolonged latent period aggressive to meet many other land management objectives, it may be necessary to treat severely infested
after treatment. Hawksworth (1961) inves- stands if the infected species is to remain as a viable stand component. In the past, improvement of
tigated and concluded that latency ranged severely infested stands has required substantial costs associated with site preparation and reforestation
from 2– 8 years with a mean of 5 years for planting. Now, given adequate stocking of seedlings ⱕ2 ft tall within a proposed treatment area,
this mistletoe. Most aerial shoots (92%) mistletoe incidence and severity can be minimized in a single entry and can nearly be eradicated with
were produced 3–5 years after initial infec- well-timed follow-up noncommercial treatments. To address forest health concerns and decrease the risk
tion (Hawksworth 1961). More recently, of catastrophic wildfire, treatment options for stands severely infested with southwestern dwarf mistletoe
Conklin (2002) studied the emergence of are a necessity. Our study demonstrated that this approach can be used to control the native parasitic plant
SWDM plants from latent infections at in the Sacramento Mountains.
Mescalero and showed that these infections

380 Journal of Forestry • September 2017


ment/sanitation cutting in 2006 were
slashed in 2008. This was accomplished by
measuring tree height to the top of the 2006
growth. All trees visibly infected with mistle-
toe were cut and tallied at the time of plot
installation. The remaining trees were in-
spected for mistletoe plants, distance and
azimuth from plot center were recorded, tree
heights were measured to the nearest half
foot, identification tags were placed on re-
tained trees, and crop tree quality (based on
growth form and apparent vigor) was esti-
mated. Both crop and noncrop trees were
retained throughout this study.

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Figure 1. Southwestern dwarf mistletoe (Arceuthobium vaginatum subsp. cryptopodum) low Plots were first remeasured in 2012
on the bole of a ponderosa pine (Pinus ponderosa var. scopulorum) sapling at Mescalero (Figure 2). At this time, all trees were in-
(black tape marks 1 ft from the ground), fall 2015. spected for visible SWDM infection, height
was measured to the nearest half of a foot, all
infected trees were destroyed, and tree qual-
ity (crop or noncrop) was again noted. Seed-
lings not present in 2008 were tagged and
incorporated into the study population. In
2015, the plots were remeasured using the
same protocol as the 2012 measurement.
The plot data were then organized to pro-
duce summary tables.

Results
Based on the 2015 measurement, the
average stocking of ponderosa pine across
the project area was 1,058 trees/acre. Addi-
tional tree species present included Douglas-
fir, southwestern white pine, juniper (Juni-
Figure 2. Forest managers at Mescalero conducting plot re-measurement in 2012. perus spp.), and oak (Quercus spp.) that
make up a small component of the develop-
ture of 32.1° F to an average maximum tem- mately 3,300 acres where dwarf mistletoe in- ing ponderosa pine stands in this geographic
perature of 65.9° F. The elevation ranges be- festation was severe. Feller-bunchers were area. Of the ponderosa pine stems present,
tween 6,500 and 12,000 ft. Average annual used to cut and pile merchantable timber, 95% were determined to be of crop tree
precipitation varies from about 15 in. at and skidders were restricted to designated quality. Mean tree height was 4.3 ft with a
lower elevations to ⬎32 in. at higher eleva- skid trails to limit damage to the existing median of 4 ft and a range of 0.5 to 11 ft
tions with a majority of the precipitation oc- ponderosa pine regeneration. Healthy crop (Figure 3).
curring from June to August. Forest cover is A total of 51 (2.3%) of the sample trees
quality Douglas-fir (Pseudotsuga menziesii
composed of both timber and woodland had become visibly infected by 2015, 9 years
[Mirbel] Franco) and southwestern white
species. The managed forest area at Mes- posttreatment (Table 1). This number in-
pine (Pinus strobiformis Engelmann) were
calero is approximately 185,000 acres, con- cluded trees that were infected when the
maintained on the site. Stand improvement/
sisting predominantly of ponderosa pine plots were established in 2008 and all addi-
sanitation cutting operations began in fall
and mixed conifer. tional infections found during the 2012 and
2005 and concluded in spring 2006. They 2015 remeasurements (Table 2). This per-
Treatment consisted of slashing all remaining pon- centage was based on a sample size of 2,263
Before the treatment, 172 0.01-acre cir- derosa pine trees ⬎2 ft tall on the 3,300 trees, which was the sum of all the live trees
cular plots were installed in the proposed acres. in 2015, the trees that had died from 2008
project area on a 330 ⫻ 330 ft grid to inven- In 2008, 12 fixed-radius plots were ran- to 2015, and the infected trees that were cut
tory ponderosa pine regeneration. Results domly established in an interior portion of during each measurement (Table 2).
indicated that ample stocking (⬎200 trees/ the treatment area. Initially, seven 0.2-acre None of the SWDM plants detected
acre) of natural ponderosa pine ⱕ2 ft tall plots were established; however, plot size from 2008 to 2015 originated on ponderosa
was universally present. was reduced to 0.1 acre for the remaining pine tissue that appeared to have developed
In 2005, a commercial harvest occurred five plots due to high stocking. All pon- after 2006. Because recent tissue (⬍5 years
on 7,500 acres. This included removal of all derosa pine on each plot determined to have old) is more susceptible to infection than
ponderosa pine ⱖ9-in. dbh on approxi- been ⬎2 ft tall during the stand improve- older tissue (Hawksworth 1961, Hawk-

Journal of Forestry • September 2017 381


with observed latent infections (24 of 251
trees, 9.6%), which was 3 times higher than
that for the other plots (Table 1). Plot 11
had almost 5% of the sampled trees with
latent infections; however, the sample size
for plot 11 (44 trees) was relatively small be-
cause this plot was only 0.1 acre. The re-
mainder of the 0.01-acre plots (8, 9, 10, and
12) had no trees express latent infections.
Plot size influenced the number of trees sam-
pled, and this was correlated with the num-
ber of latent infections expressed on each
plot. However, plots 2 and 12 had no trees
express latent infections during the 9-year

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study, and they had ⬎90 trees sampled (143
and 95, respectively).
Previous studies of ponderosa pine and
other conifers demonstrated that the inci-
dence and rate of infection of new regenera-
tion were influenced by the severity of the
infection in the overstory, the density of re-
generation, and the age or tree height of the
regeneration (Hawksworth 1961, Scharpf
1969, Hawksworth et al. 1977, Parmeter
1978, Mathiasen 1998). The general patch-
iness of mistletoe infestation on both the
landscape and stand scale may have been
partly responsible for the plot-by-plot differ-
Figure 3. A. Stand improvement/sanitation cutting operations 2006, retained pine seed- ence observed in the incidence of trees
lings have been painted blue (trees on the ridge top were eventually masticated). B. with latent infections (Hawksworth 1961,
Posttreatment stand in 2015. Hawksworth and Wiens 1996, Conklin
2000). Although SWDM infestations in
Table 1. Plot size, number of sample trees, Table 2. Number of live trees, mortality, ponderosa pine stands on the Mescalero are
number of trees with latent infections, and and cut mistletoe-infected trees for each often severe, the severity and size of the in-
incidence of trees with latent infections by plot sampled in the study area from 2008 festations vary across these forests (Hawk-
plot for all sampling entries in study area. to 2015. sworth and Lusher 1956).
More than 98% of the pretreatment re-
Incidence of Live generation survey plots had infected over-
trees with Plot trees Mortality Mistletoe cut story trees within a distance that could have
Trees with latent no. 2015 2008–2015 2008 2012 2015 Total infected trees on the plot (35 ft). However,
Plot Plot Sample latent infections
no. size (ac) trees infection (%) 1 95 23 5 1 1 125 this is the extent of pretreatment infection
2 137 6 0 0 0 143 data, and we were unable to definitively
1 0.2 125 7 5.6 3 476 44 3 0 4 527 link the relatively high incidence of trees
2 0.2 143 0 0 4 74 19 1 0 0 94
3 0.2 527 7 1.3 5 441 21 2 1 2 467 with latent infections observed on plot 6
4 0.2 94 1 1.1 6 200 27 15 6 3 251 (9.6%) and relatively low incidence on
5 0.2 467 5 1.1 7 348 17 0 1 4 370 other plots with pretreatment overstory
6 0.2 251 24 9.6 8 40 3 0 0 0 43
7 0.2 370 5 1.4 9 49 5 0 0 0 54
infection incidence.
8 0.1 43 0 0 10 47 3 0 0 0 50 Total plot mortality consisted of 202
9 0.1 54 0 0 11 39 3 2 0 0 44 dead trees (9%) from 2008 to 2015. The
10 0.1 50 0 0 12 64 31 0 0 0 95 majority of the mortality (80%) occurred
11 0.1 44 2 4.5 Total 2010 202 28 9 14 2,263
12 0.1 95 0 0 between 2008 and 2012. Rodent girdling
Total 1.9 2,263 51 2.3 and drought were suspected to be the pri-
in 2008 2 years after the treatment, 9 in mary drivers of mortality from 2008 to
2012, and 14 in 2015 (Table 2). 2012. Historical analysis of the Palmer
sworth and Wiens 1996), if any new infec- The highest incidence of latent infec- drought severity index (PDSI) for Mescalero
tions occurred, they would probably have tions occurred on trees in plots 1 and 6 over the study period indicated that the first
appeared on the younger host tissue. where between 5 and 10% of the sample protracted extreme drought conditions dur-
Twenty-eight trees with latent infections trees were infected before the 2006 treat- ing the study occurred during 2011 (Na-
were found at the time of plot installation ment; plot 6 had the greatest number of trees tional Oceanic and Atmospheric Adminis-

382 Journal of Forestry • September 2017


tration 2015). The mortality that occurred
from 2012 to 2015 (20% of the total) was
observationally attributed to elk (Cervus ela-
phus subsp. nelsoni Bailey) rub damage. The
elk herd at Mescalero was ⬎4,200 head with
72% of the cows giving birth every year
(Mescalero Apache Tribe 2015).

Discussion
Two years after treatment, the majority
of ponderosa pines with latent infections
that were initially ⱕ2 ft tall showed signs of
infection. After 6 years, ⬎70% of the trees
with latent infections were observed, indi-

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cating that an additional sanitation cutting
conducted 5 years after initial stand im-
provement/sanitation cutting would have
detected and removed the majority of the
infected regeneration. Risk of catastrophic
wildfire persisted after treatment; however,
this was likely reduced once the majority of
trees reached breast height. Ponderosa pine
is generally regarded as being resilient to
ground fire once it reaches 4.5 ft tall (Bailey
and Covington 2002).
The number of trees with latent infec- Figure 4. Ponderosa pine (Pinus ponderosa var. scopulorum) seedling at Mescalero that
tions detected 9 years after the treatment (14 apparently sprouted from epicormic buds below stump height, summer 2015.
trees) was larger than that 6 years after the
treatment (9 trees); however, it is probable,
based on artificial inoculation experiments and growth of regeneration in this study fit treatments. Further investigation is needed
conducted in Arizona (Hawksworth 1961), that trend with current stocking conditions to definitively document the phenomenon.
that nearly all of the latent infections have more than 1 order of magnitude higher than One of the infected trees removed from
been observed. Another remeasurement is reference conditions for the region (Fulé plot 7 in 2015 was a sprout. Dwarf mistletoe
needed to estimate the incidence of trees that et al. 1997). Although we anticipate signifi- aerial shoots appeared both below and above
express latent infections after 9 years and the cant mortality because of competition in the where the tree was cut, indicating that an
long-term impacts of this treatment. It future, it should be noted that all of the mor- infection existed below stump height (ap-
should be noted that although Hawksworth tality that occurred on the plots from 2006 proximately 4 in.) and grew a short distance
(1961) reported that 8 years was the maxi- to 2015 was attributed to either drought or into the new sprout. Therefore, trees that
mum incubation period based on his obser- animal damage and not to obvious SWDM sprout after treatment may be more likely to
vations of artificially inoculated ponderosa infection. be infected because the original cut tree was
pines, this study and that of Conklin (2002) Many ponderosa pines slashed on the
a larger target for mistletoe seed, and the par-
indicated that a longer incubation period of plots during the 2005 to 2006 treatment
asite may have established below stump
at least 9 years may occur at Mescalero. sprouted from epicormic buds below the cut
height.
Host susceptibility to dwarf mistletoe is (Figure 4), increasing the stocking levels es-
rated using a subjective classification system timated from the pretreatment surveys. Conclusions
based on the percentage of trees of the host Sprouting is a natural physiological reaction
The observations from this study sup-
species in question that are infected by dwarf of plants to disturbance that probably devel-
mistletoe within 19.7 ft of a principal host oped as a survival mechanism to either fire or port the management recommendations of
heavily infected with the same species of flooding (Baker 2009). Although many tree Hawksworth (1961) which state that regen-
dwarf mistletoe (Geils et al. 2002). Accord- species (including some pines) are known to eration within SWDM-infested ponderosa
ing to these standards, ponderosa pine is sprout from their original root stock after pine stands should be retreated with sanita-
considered a principal host (⬎90% in- disturbance, to our knowledge, this behavior tion cutting at recurrent 5-year intervals.
fected) of SWDM. Thus, the resulting low has never been documented in Pinus pon- Our findings confirm Wicker and Shaw’s
incidence (2.3%) of trees with latent infec- derosa var. scopulorum. Nevertheless, 129 (1967) conclusion that dwarf mistletoe in-
tions observed is encouraging. (5.7%) ponderosa pine trees in this study fection in young trees is generally low be-
Regeneration surveys over many de- apparently sprouted after slashing. This re- cause of their smaller target area and endorse
cades suggest that regeneration of ponderosa sponse from ponderosa pine may be associ- the observation of Conklin (2002) that
pine at Mescalero is more reliable than on ated with a genetic predisposition, high site SWDM latent infections were minimal in
many sites in the Southwest. The survival quality, stump size, and/or the seasonality of trees ⱕ2 ft tall. Because of the observational

Journal of Forestry • September 2017 383


nature of this study, we can draw only lim- BARANYAY, J.A., F.G. HAWKSWORTH, AND R.B. HOFFMAN, C., R.L. MATHIASEN, AND C.H. SIEG.
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384 Journal of Forestry • September 2017

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