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Quantifying Biodiversity Values across Managed Landscapes In Northern And Western Maine.

Authors:
  • Maine Forest Service

Abstract and Figures

Biodiversity indicators can provide landowners with valuable tools for simplifying conservation planning, evaluating the effectiveness of biodiversity management, and evaluating the relative efficacy of alternative management scenarios. Previous research funded by CFRU and others, and conducted by The University of Maine and Manomet, has positioned Maine to be a leader in developing methods to assess and monitor biodiversity on managed forestlands. Those previous projects developed a suite of condition indicators at the stand- and landscape-scale (Table 1), which were designed to assess the status of biodiversity. Those indicators contrast with the typical indicators of certification programs, which only describe landowners’ policies, practices, and institutional capacity to protect biodiversity, but which provide no information about the actual status of biodiversity per se. Our analysis included six stand-scale indicators for assessing the presence and relative distribution of important successional stages (early, mid, and late) across a diverse set of owners, owner types and forest management regimes in northern Maine. Additionally, we evaluated three landscape-scale indicators derived from spatially-explicit models developed for Canada lynx (Simons 2009) and American martens (Hepinstall et al., University of Maine, in preparation). An analysis of landscape condition based on those two species enhanced our understanding of effects of forest composition and configuration on their habitat supply and also provided inferences about landscape condition for the 85% of sympatric forest vertebrates species represented under their broad-scale habitat umbrella. The distribution of indicator values varied widely across the 23 parcels included in our study area, which formed a contiguous 14 township study area (344,034 acres) in north-central Maine (Figure 1). At the stand-scale, early-successional habitat associated with presence of shrubland birds (ES Shrub) and late-successional northern hardwood (LS NH) and spruce-fir (LS SF) stands all were particularly rare across the study area and exhibited a narrow range of variation across parcels. Our analyses indicate that these rare habitat conditions are not generally being managed for under the current regulations and predominant forest practices of northern Maine. The other stand-scale ES indicator, hare habitat, was relatively common at the parcel-scale; however, landscape scale habitat (≥60% probability of occurrence) for lynx was widely variable and represented a median of only 2.5% of area across parcels. Given that lynx are strongly associated with snowshoe hare density (Robinson 2006, Fuller et al. 2007, Vashon et al. 2008b, Simons 2009) at stand- and landscape-scales, our data suggest that distribution and configuration of high density snowshoe hare habitat is suboptimal for promoting lynx occurrence. Similarly, marten habitat was well represented at the stand-scale, but landscape-scale occurrence of male and female martens was estimated to comprise a median of only 16% and 5% of the area, respectively, across the 23 parcels that we evaluated. We observed lower median values for occurrence of female marten relative to male martens, despite the smaller home range area of females (Payer 1999, Hearn 2007), which suggests that requirements for an aggregated configuration of suitable habitat by female martens may be especially difficult to achieve in managed landscapes without directed conservation planning. Further, our estimates of habitat supply for martens are likely overly optimistic because distributions of post-harvest structure following partial harvest used during modeling tended to assume greater residual BA and canopy cover than recent ground surveys would indicate in partially-harvested stands. The effect of scale was a more important consideration for our landscape-scale condition indicators than for our stand-scale indicators. Increasing the scale of analysis from parcels to townships to 4-township blocks had relatively little effect on the stand-scale indicators (Figure 4). In contrast, landscape-scale indicators were more sensitive to the location of a 4-township block and the size of the contiguous area with ≥60% probability of occurrence it provided. Thus, the parcel-level may be sufficient when managing forest to meet the conditions associated with a stand-scale indicator, but owners should consider 4 townships as the minimum scale when managing for the occurrence of area-sensitive species such as lynx and martens. Lynx in particular require large home ranges relative to the size of parcels in northern Maine [20.7 mi2 (53.6 km2) for males and 9.9 mi2 (25.7 km2) for females] (Vashon et al. 2008a). Notably, only six of the 23 parcels included in our study area had sufficient forestland area with ≥60% probability of lynx occurrence to support an individual male lynx.
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QUANTIFYING BIODIVERSITY VALUES ACROSS MANAGED
LANDSCAPES IN NORTHERN AND WESTERN MAINE
Erin Simons, Daniel Harrison,
Andrew Whitman and Jeremy Wilson
Final Report to the
Cooperative Forestry Research Unit
March 12, 2010
QUANTIFYING BIODIVERSITY VALUES ACROSS MANAGED LANDSCAPES IN
NORTHERN AND WESTERN MAINE
Erin Simons, Assistant Scientist, Department of Wildlife Ecology and Center for Research on
Sustainable Forests, University of Maine.
Daniel Harrison, Professor of Wildlife Ecology, Cooperating Scientist with Maine Cooperative
Forestry Research Unit, Cooperating Professor, Center for Research on Sustainable Forests,
University of Maine.
Andrew Whitman, Director of Natural Capital Initiative, Manomet Center for Conservation
Sciences.
Jeremy Wilson, Associate Professor of Forest Resources and Irving Chair for Forest Ecosystem
Management, University of Maine.
INTRODUCTION
Commercial forest landowners are expected to address the habitat needs of wildlife and plant
species in an effort to maintain viable populations of species across commercially managed
landscapes. Landowners who participate in forest certification are required to monitor and
maintain forest biodiversity. Unfortunately, they lack tools and science-based guidance to help
them meet certification requirements and to evaluate their success at achieving biodiversity
goals. As a starting point, landowners are mandated to address regulations for protecting
significant landscape features (e.g., bald eagle nesting areas, deer wintering areas, or shoreland
zones), but these regulations do not provide a comprehensive framework for conserving the full
array of biodiversity. For example, forest planning efforts by landowners typically do not include
strategies for conserving other key biodiversity elements (e.g., area-sensitive species or late-
successional forest species). Further, landowners have traditionally applied existing planning
tools independently. A common framework could enable land and wildlife managers to work
across parcel boundaries to conserve biodiversity in managed forests.
Previous research funded through The Maine Cooperative Forestry Research Unit (CFRU) and
others have generated the tools necessary for assessing important biodiversity values, positioning
Maine to be a leader in biodiversity conservation on managed forestlands. Specifically, the
CFRU has funded a number of projects that have resulted in development of condition indicators
for managed forests in Maine (Hagan and Whitman 2006). Typical indicators of sustainable
forestry certification programs only describe landowners’ policies, practices, and institutional
capacity to protect biodiversity. These policy response indicators reflect the implementation of
certain policies and practices by a forest manager to protect a value, in this case biodiversity.
While important, policy response indicators provide no information about the actual status of
biodiversity (Hagan and Whitman 2006). Condition indicators are designed to directly quantify
the status or current condition of representative elements of biodiversity and henceforth, are the
focus of this report.
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A number of indicators have been developed for commercial forestlands in Maine that address
stand- or landscape-scale biodiversity values. At the stand-scale, for example, late-successional
(>100 years old; LS) forest provides important structure (e.g., large trees, large snags, and large
logs) associated with many species of lichens, mosses and liverworts in the Northeast (Selva
1994, Cleavitt 2009). Whitman and Hagan (2007) tested a suite of potential LS indicators for
northern hardwood and spruce-fir forests in Maine and concluded that managers could use large
(16 in dbh) tree density as an indicator of the degree to which a stand is in LS condition. This
indicator can be used to assess the abundance of LS attributes so that maintenance of those
conditions can be integrated into management decisions.
At the other end of the successional spectrum, early-successional (ES) habitats in New England
are thought to have declined as forest succession has progressed following abandonment of
agricultural lands previously afforested in 1700-1800’s, and from changes associated with
accelerating rates of conversion of forestlands to residential, suburban and urban uses during the
mid 1900’s to present. This decline in ES habitat has likely contributed to the decline of many
“disturbance-dependent” birds, particularly neotropical migrants (Litvaitis 1993, Hunter et al.
2001). Researchers from Manomet Center for Conservation Sciences (Manomet) studied bird
species in northern Maine and documented their relationships with habitats and habitat structure
in managed and unmanaged stands. Their study indicated that total basal area (BA) was the
single best predictor of the occurrence of ES birds (Hagan and Meehan 2002). Those results were
subsequently used to develop ES bird indicators for managed forests (A. Whitman, Manomet
Center for Conservation Sciences, in preparation).
To address the broader scale issues of landscape composition and configuration, landscape-scale
indicators were developed for the Canada lynx and American marten, which are two wide-
ranging flagship species occurring in northern and western Maine. Together, lynx and martens
represent a range of ecological conditions (ES forest and mid- to LS forest, respectively)
associated with habitat occupancy. These area-sensitive species have also been evaluated as
umbrella species for biodiversity conservation in northern Maine, and their habitat requirements
were found to encompass the requirements for >85% of the forest-generalist, deciduous-forest
specialist, and coniferous-forest specialist vertebrate species (n = 111) occurring in northern
Maine (Hepinstall and Harrison, Department of Wildlife Ecology, University of Maine, in
preparation). Thus, rather than managing separately for the specific habitat needs of each species
within a diverse forest community, landscape management can potentially be simplified to focus
on a few species with habitat requirements that capture those of many other species.
Past CRFU-funded research has developed predictive models for lynx and martens. In summary,
the probability of lynx occurrence in northern Maine had a strong positive association with
snowshoe hare density and the proportion of mature conifer forest at the scale of a lynx home
range (Simons 2009). Further, previous UMaine research identified conifer or mixed, advanced
regenerating forest 15-35 years post harvest as the habitat type that supports the highest density
of snowshoe hares in northern Maine (Fuller and Harrison 2005, Robinson 2006, Fuller et al.
2007, Scott 2009). Marten occurrence in northern Maine was best predicted by the amount of
suitable habitat, where suitable habitat was defined as >6.7 ac (2.7 ha) patches of forest with >80
ft2/ac (18 m2/ha) BA of trees >3 in (7.6 cm) diameter and dominant tree height >30 ft (6m)
(Chapin et al. 1998, Payer 1999, Payer and Harrison 2003, Payer and Harrison 2004, Fuller and
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Harrison 2005). Spatially explicit modeling tools for martens and lynx developed based on this
research provide tools for simplifying biodiversity planning at scales relevant to forest
management decisions.
In 2006 we were funded by the CFRU to apply a suite of condition indicators developed for
managed forests in Maine to an area that represents the diversity of forest management legacies,
forest management regimes, and landowner types present in northern Maine. Our goals were to
provide a better understanding of the performance of a set of stand- and landscape-scale
biodiversity indicators, and to identify current and future challenges to planning and managing
for biodiversity in commercially managed forests. Our objectives were to:
1) Map and quantify 9 stand- and landscape-scale biodiversity indicators and assess their
variability across a diverse set of legacies, owner types and forest management regimes in
northern Maine.
2) Evaluate the scalability and performance of the indicators to determine which of those desired
conditions improve as one increases the scale of management from a single parcel to a multi-
township scale.
3) Forecast and quantify change in the indicators based on three alternative forest management
scenarios and evaluate conservation costs and benefits at scales ranging from 1-14 townships.
4) Quantify changes in sustainable harvest volume associated with biodiversity planning and
alternatively, the changes in future biodiversity associated with a strategy of harvesting the
maximum allowable sustainable volume of fiber.
STUDY AREA
We selected 14 townships in north-central Maine as the study area for this project, including: T4
R14 WELS, T4 R15 WELS, T5 R14 WELS, T5 R15 WELS, T6 R13 WELS, T6 R14 WELS, T6
R15 WELS, T7 R13 WELS, T7 R14 WELS, T7 R15 WELS, T7 R16 WELS, T8 R14 WELS, T8
R15 WELS, T8 R16 WELS (Figure 1). Those townships provided a representative sample of the
variety of forest management legacies that have been created since the spruce budworm outbreak
of the 1970s and 1980s within a large contiguous area (344,034 acres) of north-central Maine.
The study area was comprised of 23 parcels held by 9 different landowners; parcels were defined
as a contiguous land unit within the study area which was owned by a single entity. Parcels
ranged in size from 2.6 to 111 km2 and represented a mix of ownership types which included a
non-profit organization, several large and small commercial landowners (with and without
easement), and state-owned and managed lands. Data that were summarized by ownership
included 1 or more parcels that were within the study area and owned by the same entity.
LAND COVER DATA
A single land-cover classification system was applied to the study area, which was based on
forest harvest and composition information derived from medium-resolution (30 m pixel)
satellite imagery (Legaard et al., Maine Image Analysis Laboratory, University of Maine, in
3
¹
0105Kilometer
s
Figure 1. Study area in north-central Maine, U.S. A. showing township (n=14) and parcel (n=23) boundaries.
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preparation) and FIA plot data. Forest harvest data were generated from Landsat satellite
imagery from 1973-2007 based on vegetation indices (e.g., Normalized Difference Moisture
Index) and image interpretation. Harvested areas 1988-2007 were classified into two classes
(‘light’ and ‘heavy’) based on the magnitude of biomass change. “Light” harvest entries were
interpreted as partial harvests or tending operations of the mature growing stock (e.g., selection
harvests and first entry shelterwood harvests), and “heavy” harvest entries were interpreted as
stand-replacing or regeneration harvests (e.g., clearcut harvests and overstory removals, and
some heavy shelterwood harvests). Only heavy harvest entries were mapped 1973-1988.
Generalized forest type information (i.e., softwood, mixedwood, hardwood) was based on the
Maine Gap Vegetation and Landcover map (MEGAP) for unharvested areas and an unsupervised
classification of a 2004 Landsat satellite image for harvested areas.
Forest harvest and composition data were spatially combined and used to delineate stands based
on common harvest history and composition. Stand size ranged from 5 ac (2 ha) to 617 ac (250
ha). We used publically available Forest Inventory and Analysis (FIA) plot data (United States
Department of Agriculture Forest Service 2007) to estimate distributions of tree stem size class,
stocking density, and age associated with mid-to-late successional stands within the study area.
FIA plots were selected from a ~4.0 million ac (~1.6 million ha) reference area (Simons 2009),
which encompassed our study area, to provide sufficient data records for reasonable estimates of
forest characteristics. We randomly assigned estimated characteristics to individual stands. For
regenerating stands, age circa 2007 was estimated based on the number of years elapsed since
“heavy” harvest. Size class and stocking density was estimated using the Forest Vegetation
Simulator (FVS) (United States Department of Agriculture Forest Service 2002) and FIA plot
data. In the final step of developing the map of forest vegetation characteristics for our study
area, all stands were intersected with a parcel ownership map circa 2007.
METHODS
BIODIVERSITY INDICATORS FOR MANAGED LANDS IN NORTHERN MAINE
We analyzed nine indicators (Table 1) that were developed for northern Maine based on previous
research conducted by University of Maine and Manomet. We included both stand- and
landscape-scale indicators of early-successional (ES) forest and mid- to late-successional (LS)
forest, which could be evaluated using the information typically available in existing GIS
databases and supporting timber inventories. We used six stand-scale indicators to assess the
forest structure of parcels. We also evaluated three landscape-scale indicators derived from
spatially-explicit models developed for lynx and martens to understand the effects of forest
composition and configuration on area-sensitive wildlife. For all of the nine condition indicators,
our results are presented as the percent area estimated to have the habitat conditions deemed
suitable for each condition (described below). This was done at four scales: parcel, township, 4-
township unit, and the 14 township study area. Structural characteristics (e.g., basal area) were
estimated using satellite-derived information and FIA plot data and were randomly allocated to
stands. Our overall results should be considered representative of the forest patterns at all four
scales. Data are, however, not intended for stand-specific interpretation, which would require
extensive field surveys of stand-specific vegetation characteristics.
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Table 1. Condition indicators of biodiversity for managed forestlands in northern Maine. Stand-scale indicators
included are early-successional (ES) shrub bird habitat, ES sapling bird habitat, snowshoe hare habitat, marten
habitat, late-successional northern hardwood forest, and LS spruce-fir forest. Landscape-scale indicators included
are male and female marten occurrence and lynx occurrence.
Scale Indicator Definition
Stand
1A. ES shrub bird habitat Percent of forestland with Basal Area (BA) <6 ft2/ac
1B. ES sapling bird habitat Percent of forestland with BA <59 ft2/ac
1C. Snowshoe hare habitat Percent of forestland with conifer or mixed, even-aged regenerating
forest (15-35 years post harvest)
2A. Marten habitat
Percent of forestland in patches 6.7 ac with BA 80 ft2/ac and
mean stand height 30 ft (for trees 3 in (7.6 cm) dbh) and with
canopy closure >30%
2B. LS northern hardwood Percent of Hardwood-dominated forestland 100 years old with
stand size class 4 and canopy closure 60%
2C. LS spruce-fir Percent of Softwood-dominated forestland 100 years old with
stand size class 4 and canopy closure 60%
Landscape
3A. Male marten occurrence Percent of forestland with 60% probability of occurrence for male
martens
3B. Female marten occurrence Percent of forestland with 60% probability of occurrence for
female martens
4A. Lynx occurrence Percent of forestland with 60% probability of occurrence for lynx
Stand-scale indicators
Indicators 1A and 1B: Early-successional shrub (ES Shrub) and sapling (ES sapling) bird
habitats.
Populations of many bird species associated with early successional forest habitats are declining
across the eastern U.S. as a result of succession following past afforestation and recent increases
in forestland conversion to non-agricultural or forest uses (Hagan et al. 1997, Askins 2001,
Gobster 2001, Brooks 2003, Litvaitis 2003). Timber harvesting typically sets back succession
and thus can create habitats used by ES shrub- and sapling-associated bird guilds (Hagan et al.
1997). Thus we used structure-based condition indicators associated with the presence of ES bird
species guilds from an existing dataset of bird-habitat relationships for northern Maine (Hagan
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and Meehan 2002). In a previous CFRU project, Manomet researchers used stepwise logistic
regression to evaluate the ability of 12 habitat variables to predict the presence of birds
associated with ES forest. They concluded that total BA (trees >7.6 cm dbh) best explained the
presence of ES bird species based on point counts (Hagan and Whitman 2004). Using those data,
they calculated two BA thresholds that represented inflection points above which a suite of
species associated with either shrub stage (Mourning Warbler, Palm Warbler, Song Sparrow,
Lincoln’s Sparrow, and Alder Flycatcher) or sapling stage (White-throated Sparrow, Common
Yellowthroat, Chestnut-sided Warbler, Nashville Warbler, and Chipping Sparrow) habitats were
significantly less likely to be present (6 ft2/ac and 59 ft2/ac, respectively) (A. Whitman, Manomet
Center for Conservation Sciences, in preparation). Regenerating forest stands with total BA <6
ft2/ac (shrub habitat) and >6 ft2/ac but <59 ft2/ac basal area (sapling habitat) were identified and
quantified at the 4 spatial scales of our analysis to index the percent of forestland in habitat
suitable for ES guilds of forest birds.
Indicator 1C: Snowshoe hare habitat (Hare).
The snowshoe hare is considered a keystone species in the northern boreal forests of North
America (Krebs et al. 2001) and are an important prey species for many carnivores, including the
U.S. federally threatened Canada lynx. Lynx are specialist predators of hares (Koehler and
Aubry 1994, Aubry et al. 2000), and because hare density can act as a regulating factor on lynx
populations, the presence of habitat conditions that support high snowshoe hare densities is
considered essential for lynx conservation in the U.S. (U.S. Department of Interior 2008).
Previous research in Maine has clearly documented the close association between snowshoe hare
density and the dense understory conditions of conifer-dominated regenerating clearcuts (Fuller
and Harrison 2005, Robinson 2006, Fuller et al. 2007, Vashon et al. 2008b, Scott 2009). We
identified softwood and mixed stands across our study area that had regenerated for 15-35 years
circa. 2007 based on a time series of Landsat TM-derived satellite imagery (Simons 2009). We
quantified those data across each of our 4 spatial scales of analysis to index the percent of
forestland in high quality hare habitat (HARE).
Indicator 2A: Stand-scale marten habitat.
At the stand scale, martens select habitat types with complex physical structure because they
provide protection from predators (Hargis and McCullough 1984, Hodgman et al. 1997), resting
sites (Buskirk et al. 1989, Bull and Heater 2000), and access to prey (Sherburne and Bissonette
1994, Thompson and Curran 1995). Research in Maine has suggested that the minimum BA and
height thresholds for a forest stand to become suitable habitat for adult, resident martens are 18
m2/ha (80 ft2/ac) and 9 m (30 ft), respectively, for trees 7.6 cm (3 in) diameter at breast height
(dbh) (Payer 1999, Payer and Harrison 2003, Payer and Harrison 2004, Fuller and Harrison
2005), and that adult, resident martens did not use forest stands <2.7 ha (6.7 ac) in area (Chapin
et al. 1998). We identified stands that met these conditions based on stand structural
characteristics estimated from our Landsat time series and FIA information. We then quantified
those conditions at each of our 4 spatial scales to calculate the percent of forestland suitable for
stand-scale use by resident martens.
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Indicators 2B and 2C: Late successional (LS) northern hardwood and LS spruce-fir stands.
Previous research in Maine has determined that large (16 in dbh) tree density is an indicator of
LS conditions in northern hardwood and spruce-fir stands (Whitman and Hagan 2007). However,
large tree density could not be estimated from the FIA plot data so we classified stands 100
years old and stand size class 4 (i.e., sawtimber) with canopy closure 60% as LS stands. Within
the study area, we groundtruthed a random sample of 116 stands that we determined had
potential LS condition based on satellite imagery. We concluded that 58% of the stands surveyed
(n=116) were size class 4 and canopy closure 60%, and that 55% of those closed-canopy stands
with sufficient size characteristics (n=67) actually contained LS conditions. Thus, only 32% of
the 116 stands initially identified as having potential LS value based on remotely sensed
information were field-verified to actually contain LS conditions. We identified hardwood-
dominated and softwood-dominated stands that met our definition of LS and quantified across
each of our 4 spatial scales of analysis to evaluate the percent of forestland in potential LS
northern hardwood and LS spruce-fir condition. Based on our ground truth results, however,
estimates of LS condition likely overestimated the true occurrence of LS conditions in this
landscape.
Landscape-scale indicators
Indicators 3A and 3B: Probability of landscape-scale occurrence for resident male and female
American martens.
Hepinstall et al. (University of Maine, in preparation) developed predictive models to evaluate
the effects of habitat composition and habitat configuration on the occurrence of male and female
martens at the scale of a marten home range based on long-term empirical data collected at The
University of Maine (Katnik 1992, Payer 1999, Fuller and Harrison 2005). Results indicated that
probability of marten occurrence was positively influenced by the amount of suitable habitat and
was negatively influenced by an increase in patch density (females) or landscape shape index
(males). We calculated those variables for our study area and used the predictive logistic
regression models to derive probabilities of occurrence for male and female martens across our
study area. We then identified all locations with 60% probability of occurrence for male or
female martens and summarized those results across each of our 4 spatial scales of analysis.
Results are presented as the percent of forestland at each scale that represented areas with 60%
probability of home range scale occurrence for resident male and female martens.
Indicator 4A: Probability of landscape-scale occurrence for Canada lynx.
Northern Maine has been identified as essential to the conservation of lynx in the contiguous
U.S. Previous research has also suggested that conserving areas that have a >50% probability of
occurrence for lynx would benefit a number of other early-successional species (e.g., Yellow
Warbler, American Woodcock, and Chestnut-sided warbler) (Hepinstall and Harrison, The
University of Maine, in preparation). To provide a better understanding of the influence of
composition, habitat patch configuration, and snowshoe hare density on lynx at the scale of a
home range, Simons (2009) modeled lynx occurrence in northern Maine based on snow track
surveys conducted by the Maine Department of Inland Fisheries and Wildlife. Simulated
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occupied (n = 18) and unoccupied (n = 25) home ranges were randomly located based on the
lynx tracks recorded during the surveys. Results indicated that the probability of lynx occurrence
was positively influenced by snowshoe hare density and the percent of mature conifer forest at
the scale of the average 75% adaptive kernel home range area (Vashon et al. 2008a) of radio
collared lynx in Maine (Simons 2009). As with the marten occurrence indicators, we identified
all locations with 60% estimated probability of occurrence for lynx using our predictive logistic
regression models. Results are presented as the percent of forestland across each of our 4 spatial
scales that represented areas with 60% probability of home range scale occurrence for lynx.
RESULTS AND DISCUSSION
STATUS OF BIODIVERSITY INDICATORS WITHIN THE STUDY AREA
Percent of forest area within the 344,034 acre study area meeting conditions for the stand- and
landscape-scale indicators ranged from <1% to 43% (Table 2). The indicators that require late
regenerating conditions (ES sapling bird habitat, hare habitat, and lynx occurrence) were
relatively well represented on the landscape and those conditions represented 18% of the
forestland. Stands meeting the conditions for LS northern hardwood, LS spruce-fir, and ES shrub
habitat were particularly sparse, collectively representing <5% of the landscape. These results
suggest that stands supporting ES habitat for shrub-associated birds, LS value in northern
hardwoods, and LS value in spruce-fir stands are uniformly rare across the landscape and should
receive high conservation priority. Forestland able to support 60% probability of occurrence
was the most limiting for female martens, with only 10% of the forestland in that condition. The
area of forestland currently able to support 60% probability of occurrence for male martens was
relatively greater (18%), but still low. These results suggest that although stand-scale marten
habitat comprised the highest percent of forestland across all indicators (43%; Table 2),
landscape-level habitat conditions for occupancy by martens were relatively uncommon. Further,
our model assumptions about post-harvest structure following partial harvests likely resulted in
an overestimate of the distribution of marten habitat ca. 2007. Recent ground surveys (Fuller and
Harrison, University of Maine, unpublished data; Legaard and Sader, University of Maine,
unpublished data) suggest that most partial harvests do not meet the residual BA and canopy
closure requirements of martens. In contrast, our modeling results predicted that ~60% % of
partial harvests would meet marten habitat requirements. We recommend further research to
document the extent that residual stand conditions in partial harvests meet the habitat
requirements of forest dependent wildlife.
A COMPARISON OF STAND- AND LANDSCAPE-SCALE BIODIVERSITY INDICATORS ACROSS
PARCELS OWNED AND MANAGED BY DIFFERENT LANDOWNERS
For 3 of our 6 stand-scale condition indicators, we observed wide variation in the percent of
forest area considered as suitable across the range of parcels owned and managed within our
study area (Figure 2). Two of those indicators reflected late-regenerating conditions and had
medians of intermediate value across the parcels (hare habitat = 13%; ES sapling bird habitat =
27%). The third indicator, marten habitat, had the widest distribution of all stand-scale condition
indicators (range 15% - 87% of forestland) and the highest median (parcel-level median = 45%).
We caution, however, that these results are influenced by model assumptions that may have
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Table 2. Percent of forest area for the 344,034 acre study area meeting conditions for the stand- and landscape-scale
indicators. Structural characteristics (e.g., basal area) were approximated based on a combination of satellite-derived
information and FIA plot data for the 4.0 million ac (1.6 million ha) landscape encompassing our study area.
Stand % Forestland
1A. ES shrub bird habitat 3%
1B. ES sapling bird habitat 32%
1C. Snowshoe hare habitat 18%
2A. Marten habitat 43%
2B. LS northern hardwood 0.3%
2C. LS spruce-fir 1.4%
Landscape
3A. Male marten occurrence 18%
3B. Female marten occurrence 10%
4A. Lynx occurrence 25%
overestimated suitable marten habitat conditions. In contrast, percent of forestland providing ES
shrub bird habitat, LS northern hardwood, and LS spruce-fir had narrow distributions of values
and the lowest medians across parcels (2%, 0.3% and 0.6% respectively). Thus, these 3 stands-
scale indicators occur at particularly low levels within parcels (Figure 2) as wells as across all
parcels (Table 2). The need for conservation strategies to conserve the remaining LS habitats is
further emphasized by the fact that only ~32% of potential LS stands identified via remote
sensing actually supported LS value according to results from our field verifications.
At the parcel-level, moderate to high (0.70) correlations (Table 3) were observed between ES
sapling habitat for birds and hare habitat (0.98), between ES shrub habitat for birds and hare
habitat (0.70) and between LS northern hardwood habitat and stand-scale marten habitat (0.70).
This suggests that landowners may achieve multiple biodiversity objectives, particularly among
ES forest bird habitat and hare habitat when practicing harvests that remove a high proportion of
overstory trees. Based on lower correlations among mid- and late-successional condition metrics
(range 0.04 – 0.70), separate management strategies may be required to maintain all mid- and
late-successional values within a single ownership parcel (Table 3).
To determine if all parcels contributed value to at least one of the indicators, and to identify any
parcels that contributed multiple biodiversity values, we ranked the parcels by each of the stand-
scale indicators. Results indicated that the majority of parcels (61%) ranked in the 25th percentile
for at least one of the indicators. Only one parcel provided moderate value (i.e., at or above
median) for all stand-scale indicators. Two parcels ranked at or below the median across each of
the six stand-scale biodiversity indices. Not surprisingly, parcels that ranked high for one of the
early-successional indicators tended to rank low for the LS indicators or for marten habitat.
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Figure 2. Distribution of stand-scale metrics across 23 parcels in northern Maine, including percent of forestland
providing marten habitat (MARTEN), hare habitat (HARE), late-successional northern hardwood habitat (LSNH),
late-successional spruce-fir habitat (LSSF), early-successional shrub habitat (ESSHRUB), or early-successional
sapling habitat (ESSAPLING).
The distribution of values for each of the landscape-scale condition indicators was extremely
wide and ranged from 0% to 80% across the 23 parcels for each of the 3 indicators (Figure 3).
Across the study area, however, the percent forestland providing 60% probability of occurrence
for lynx and for male and female martens was <25% (Table 2). Further, only 4 parcels had >40%
of forestland suitable for lynx occupancy, 6 parcels had >40% of forestland suitable for
occupancy by resident male martens, and only 2 parcels had >40% of forestland suitable for
occupancy by resident female martens. Thus, although higher median values were observed
when evaluating hare habitat and stand-scale marten habitat across parcels, only a few parcels
provided the habitat conditions necessary to support landscape-scale occupancy by either lynx or
resident martens. These results suggest that more attention needs to be directed at landscape
composition and configuration, and that landscape conservation for lynx and martens needs to
span across multiple ownerships.
We determined the percent of forestland providing 60% probability of occurrence for lynx
across each of our 23 parcels. Parcels that ranked highly for lynx occupancy were in areas with
large contiguous patches of high-quality hare habitat. These parcels had a history of clearcut
harvesting in the 1970s and 1980s during the spruce budworm outbreak. Lynx require large
home ranges [e.g., 75% adaptive kernel ranges for males and females were 20.7 mi2 (53.6 km2)
and 9.9 mi2 (25.7 km2), respectively] (Vashon et al. 2008a); therefore, the area of forestland with
60% probability of occurrence would need to be considered by forest planners to ensure that the
extensive area requirements of lynx could be achieved at the scale of an individual parcel. Four
parcels in the study area were, however, smaller than the average home range area for a female
lynx in northern Maine. Further, only 13 parcels were large enough to potentially support an
individual male lynx, and of those parcels only six had sufficient forestland area with 60%
Table 3. Spearman’s Rank Correlation Matrix comparing landscape-scale indicators to stand-scale indicators evaluated at the parcel-level, including ES shrub
bird habitat (ES-Shrub); ES sapling bird habitat (ES-Sapling); hare habitat (Hare); stands-scale marten habitat (Marten); LS northern hardwood forest (LS-NH);
and LS spruce-fir (LS-SF).
ES-Shrub ES-Sapling Hare Marten LS-NH LS-SF Lynx 60% Male Marten
60%
Lynx 60% 0.359 0.544 0.684 -0.552 -0.234 0.375
Male Marten 60% -0.583 -0.793 -0.736 0.968 0.464 0.014 -0.571
Female Marten 60% -0.497 -0.666 -0.604 0.908 0.277 -0.052 -0.504 0.928
12
13
Figure 3. Distribution of landscape-scale metrics across 23 parcels in northern Maine, including percent of
forestland providing 60% probability of occurrence for lynx, male martens, or female martens.
probability of occurrence to support a single resident male. Thus, these results strongly suggest
that landscape planning for lynx will likely require cooperation across multiple landowners.
Parcels that ranked relatively high for marten occurrence were generally located in areas with
relatively little past clearcutting or intensive partial harvesting (i.e., “heavy” harvests when
classified by satellite imagery). Consequently, areas with 60% probability of occurrence for
martens and lynx were negatively correlated (Table 3). Landscape-scale marten occurrence had a
strong positive correlation with stand-scale marten habitat (Table 3). Median values associated
with percent forestland providing 60% probability of occurrence for martens, however, were
low (male median = 16% and female median = 5%) compared to the median value for stand-
scale marten habitat (45%). These results suggest that although many parcels may have had a
sufficient amount of habitat, habitat frequently occurred in fragmented patches, many of which
do not provide the configuration requirements of martens. This fragmentation effect is likely
exacerbated by the fact that many partial harvests may not meet the stand-scale habitat
requirements of martens.
SCALABILITY OF BIODIVERSITY INDICATORS
We evaluated the scalability of the indicators at four spatial scales (parcel, township, four-
township block, and 14 township study area) to determine if any of the indicators accrued as
scale increased. Stand-level data were combined across parcel boundaries and township
boundaries and compared to the original parcel-level results. Increasing the scale of analysis
from parcels (Figure 4A) to townships (Figure 4B) had relatively little effect on the distribution
of stand-scale indicators. In practice, the township is typically used as the functional unit for
forest management planning, even within large, multi-township ownerships. Thus, this finding
Figure 4. Distribution of stand-scale metrics for 23 parcels in northern Maine at the parcel-level A) and aggregated by township B) and by 4 township blocks C),
including percent of forestland providing marten habitat (MARTEN), hare habitat (HARE), late-successional northern hardwood habitat (LSNH), late-
successional spruce-fir habitat (LSSF), early-successional shrub habitat (ESSHRUB), or early-successional sapling habitat (ESSAPLING).
gure 4. Distribution of stand-scale metrics for 23 parcels in northern Maine at the parcel-level A) and aggregated by township B) and by 4 township blocks C),
including percent of forestland providing marten habitat (MARTEN), hare habitat (HARE), late-successional northern hardwood habitat (LSNH), late-
successional spruce-fir habitat (LSSF), early-successional shrub habitat (ESSHRUB), or early-successional sapling habitat (ESSAPLING).
TownshipPA)arcel 4-
A) Parcel B) Township C) 4-township blocks
14
15
implies that the constraints for biodiversity conservation and management may be similar on
both small and large individual ownerships. Increasing the scale to 4-township blocks (Figure
4C), however, noticeably decreased the range of variability in stand-scale condition indicators.
There was, however, little effect on the median for any of the stand-scale indicators, indicating
that, as represented by percent of forestland, the stand-scale condition of the landscape does not
accrue in a monotonic fashion as spatial extent increases from parcel to township to 4-township
block. Consequently, township and block values were represented by similar average values,
regardless of scale, across the 6 stand-scale condition indicators that we evaluated.
Results suggested that scale was more important when evaluating biodiversity condition based
on our landscape-scale condition indicators (Figure 5). Specifically, landscape-scale indicators
were more sensitive to the location and configuration of the habitat defined by each aggregation
of 4 townships (Figure 5C). Some 4-township blocks provided larger contiguous areas with
60% probability of occurrence, which is an important consideration because individual
lynx(Vashon et al. 2008a) and martens (2007) are intrasexually territorial and require large home
range areas in northern Maine. One 4-township area, which spanned 3 different owners, provided
enough area with 60% probability of occurrence to support 7-9 resident adult lynx (approx. 2-
2.6 lynx/100 km2). A different but overlapping block of townships included the greatest
concentration of area with 60% probability of occurrence for martens. This suggests that,
abutting forestland owners may be able to strategically identify groups of townships that could
potentially be managed to benefit both lynx and martens in landscapes with a diverse legacy of
past forest management. Median values for the 4-township blocks were similar to the total
percent forestland across the 14 townships for the landscape-scale indicators (Table 2). Thus, our
results suggest that owners should consider 4 townships as the minimum scale appropriate to
simultaneously manage for occurrence of both lynx and martens. Conservation planning for lynx
and martens across considerably larger areas, however, could provide additional benefits because
of the high degree of owner-to-owner variation in past forest management.
COMPARING PERFORMANCE ACROSS LANDOWNERS USING BIODIVERSITY INDICATORS
One potential application of biodiversity indicators is to evaluate landowner performance for
purposes such as forest certification. Thus, we assessed and compared relative landowner
performance on the basis of the stand-scale indicators, which our results indicated were relatively
insensitive to changes in scale. The indicators for landscape-scale lynx and marten occurrence
were more affected by spatial extent and, thus, were excluded from these analyses because area
varied widely between ownerships (range 6 to 403 km2). After calculating each of the stand-scale
indicators at the ownership-level (n = 9), we ranked the landowners by indicator and compared
the cumulative values to the parcel-level median. The results presented here should only be
considered illustrative of the potential utility of condition indicators for evaluating or comparing
landowners because stand characteristics for our study area were approximated rather than
determined by ground-based inventory.
Landowners that performed well with respect to the early-successional indicators tended to
perform poorly with respect to mid-late successional marten habitat. Stands supporting marten
habitat were better represented in ownerships where partial harvesting has predominated and
Figure 5. Distribution of landscape-scale metrics across 23 parcels in northern Maine at the parcel-level A) and aggregated by township B) and by 4 township
blocks C), including percent of forestland providing 60% probability of occurrence for lynx, male martens, or female martens.
gure 5. Distribution of landscape-scale metrics across 23 parcels in northern Maine at the parcel-level A) and aggregated by township B) and by 4 township
blocks C), including percent of forestland providing 60% probability of occurrence for lynx, male martens, or female martens.
TownshipPA)arcel 4-township blocks
C) 4-township blocks
B) TownshipA) Parcel
16
Table 4. Spearman’s Rank Correlation Matrix for stand-scale indicators evaluated at the ownership-level, including
hare habitat (Hare); ES shrub bird habitat (ES-Shrub); ES sapling bird habitat (ES-Sapling); marten habitat
(Marten); LS northern hardwood forest (LS-NH); and LS spruce-fir (LS-SF).
Hare ES-Shrub ES-Sapling Marten LS-NH LS-SF
Hare 1.000
ES-Shrub 0.701 1.000
ES-Sapling 0.983 0.675 1.000
Marten -0.962 -0.725 -0.962 1.000
LS-NH -0.714 -0.509 -0.672 0.696 1.000
LS-SF 0.042 -0.150 0.092 0.168 0.008 1.000
little clearcut harvesting occurred; however, we reiterate our caveat that our modeling
assumptions about post-harvest structure following partial harvest may have resulted in an
overestimate of marten habitat. In contrast, early-successional indicators were generally well
represented on ownerships with a past legacy of salvage logging during the spruce budworm
outbreak of the 1970s and 1980s. Further, early-successional indicators were highly correlated at
the ownership-level, and correlations between marten habitat and the early-successional
indicators were all strongly negative (range -0.73 to -0.96; Table 4). Forestland on four of the
ownerships had conditions for each of the early-successional indicators that had a cumulative
area equal to or greater than the median observed across all 23 parcels. Hare habitat and ES
sapling bird habitat were relatively well represented at the scale of the ownership (20-50% of
forestland area), but ES habitat for shrubland associated birds was poorly represented (5%).
This result indicates that ES Shrub habitats are not being created at a large scale using current
forest management approaches and that the guild of wildlife species associated with shrub-stage
habitats may be expected to decline under the forest practices that currently predominate in the
commercially harvested landscapes of northern Maine.
Results for the LS indicators were more difficult to evaluate in terms of individual landowner
performance. Two ownerships ranked low with respect to both LS northern hardwood and LS
spruce-fir; both ownerships had a history of salvage logging and also ranked low in marten
habitat (7th rank and 9th rank of 9 landowners) and high across all early-successional indicators
(i.e., within the top 4 ranks for each of the 3 ES condition indicators). Two other ownerships,
however, ranked low in LS spruce-fir habitat (7th and 9th) but high in LS northern hardwood
habitat (1st and 2nd ranks) and generally low across all early-successional indicators. The
ownership-level distribution of LS northern hardwood stands was positively associated with
marten habitat; however, LS northern hardwood habitat was negatively correlated with the early-
successional indicators (Table 3). Correlations between LS spruce-fir and other indicators were
generally weak and LS spruce-fir habitat was only weakly positively correlated with marten
habitat. Thus, condition indicators for the three early-successional habitats were generally highly
correlated for the 9 ownerships (Table 3) and suggest that management for all three ES values
can likely be achieved on a single parcel or ownership when stand replacing forms of
management predominate. However, LS values will be more difficult to achieve and will require
condition-specific management attention. Our results suggest that forest and wildlife managers
will be challenged to provide habitat for all species on a single ownership or at scales of less than
4 townships. Further, we observed that ES shrub habitat, LS northern hardwood habitat, and LS
17
spruce-fir habitat are already exceedingly rare across the parcels that we studied and will require
special management attention if those conditions are to be maintained or improved in the future.
FORECASTING CHANGE IN BIODIVERSITY INDICATORS, 2007-2032, UNDER ALTERNATIVE
FOREST MANAGEMENT SCENARIOS
We developed alternative forest management scenarios for the 14 townships to assess likely
future trends in the 9 condition indicators and to provide a better understanding of the effect of
forest management on biodiversity in northern Maine. Using the Remsoft Spatial Planning
System we modeled three scenarios, 1) natural succession (NATRL); 2) continuing recent forest
management trends for included ownerships (ASIS); and 3) maximize sustainable harvest
(MAX). The Remsoft software supports both strategic forest planning using the program
Woodstock and tactical harvest-block scheduling and layout using the program Stanley. The
strategic objective for the two harvest scenarios was to maximize volume subject to even-flow
harvest and ending inventory constraints while maintaining 95% growing stock over a 100-year
planning horizon. Additionally, the baseline scenario (ASIS) was designed to project recent
ownership-level harvest rate trends (2001-2007) and the effects of current forestry regulations
(12 MRSA §8867-A to §8888 & MFS Rules Chapter 20), while still maintaining the overall
strategic objective. Although the scenario to maximize sustainable volume also incorporated
current forestry regulations (e.g., maximum clearcut size = 250 ac), it was not constrained to the
current rates associated with different harvesting strategies (e.g., proportion of acreage clearcut
vs. partially harvested) because those outcomes are not required via externally mandated
standards or legislation.
We compared the change in percent of forestland in a suitable habitat condition for each of the 9
condition indicators under the scenarios projected over the period 2007-2032 (Figures 6 and 7).
Results indicated that stand-scale indicators for early-successional habitats (Figure 6, panels 1A,
1B, and 1C) and LS habitats (Figure 6, panels 2B and 2C) will decline below current levels if
current harvesting rates and patterns persist. Because of the importance of hare habitat to lynx,
the area with probability of occurrence 60% for lynx will also decline under the baseline
scenario (Figure 7, panel 3C). Stand-scale marten habitat (Figure 6, panel 2A) and landscape-
scale probability of occurrence for male and female martens (Figure 7, panels 3A, 3B) will
remain relatively stable under this scenario. It is important to note that these trends are largely
dependent on the details of the growth models and distributions of post-harvest structure used
during simulation (Simons 2009). Based on our models, regenerating forest that resulted from
the salvage operations during the last spruce budworm outbreak would begin to acquire
characteristics associated with marten habitat use in 2022, which may prove to be overly
optimistic because field studies have indicated that the sapling stage may persist longer in some
areas (Scott 2009) and that the natural stem exclusion process may be delayed relative to model
assumptions.
If harvesting were to stop altogether (NATRL), early-successional habitats (Figure 6, panels 1A,
1B, 1C) are projected to decline, LS habitats would be expected to increase (Figure 6, panels 2B,
2C) and stand-scale marten habitat would increase (Figure 6, panel 2A). Most strikingly, the area
with probabilities of occurrence 60% for male and female martens (Figure 7, panels 3A, 3B)
would increase substantially under that scenario. In contrast, the area with probability of
18
1A 1B
2A
1C
2C
2B
Figure 6. Projected trends, 2007-2032, in the percent of forestland across 23 parcels in northern Maine for each of
the stand-scale metrics, including 1A) ES shrub bird habitat; 1B) ES sapling bird habitat; 1C) hare habitat; 2A)
marten habitat; 2B) LS northern hardwood forest; and 2C) LS spruce-fir, under the scenarios natural succession
(dotted line); continuation of recent harvesting trends (solid line); and maximize sustainable harvest (dashed line).
19
3A
3B
3C
Figure 7. Projected trends, 2007-2032, in the percent of forestland across 23 parcels in northern Maine for each of
the landscape-scale metrics, including area with probability of occurrence 60% for 3A) male martens; 3B) female
martens; and 3C) lynx, under the scenarios natural succession (dotted line); continuation of recent trends (solid line);
and maximize sustainable harvest (dashed line).
20
occurrence 60% for lynx (Figure 7, panel 3C) would also increase to 2019, but then would
decline drastically to 2032 (Figure 6, panel 1C) in the absence of new overstory removals, which
would be needed to stimulate the creation of additional hare habitat.
Results were highly variable under the scenario to maximize sustainable volume (MAX). ES
shrub bird habitat and hare habitat would be projected to decline initially (Figure 6, panels 1A
and 1C), but are projected to increase starting in 2013-2014, and to continue increasing until
~2027. Those trends were projected to reverse about 2028, because the higher rate of clearcutting
associated with this scenario (Simons 2009) would stimulate the production of new early-
successional habitat. This would also contribute to a delay in the initiation of decline in lynx
populations from 2007 (ASIS and NATRL scenarios) to 2019 under the maximizing sustainable
harvest scenario (Figure 7, panel 3C). Habitat supply for lynx is projected to decline
precipitously under all 3 scenarios during the period 2019 to 2032. In contrast, ES sapling bird
habitat is projected to remain relatively stable 2007-2032 under the MAX scenario (Figure 6,
panel 2A). LS spruce-fir habitat is expected to fare better under the MAX scenario compared to
the ASIS scenario (Figure 6, panel 2C), presumably because of a reduced emphasis on partial
harvesting in mature softwood forest and an increase in clearcutting (Simons 2009). Area in LS
northern hardwood stand condition is, however, expected to decline below the already extremely
low levels documented in 2007 (i.e. potential LS stands represent only 0.35% of the landscape in
2007) under both the MAX and ASIS scenarios (Figure 6, panel 2B). The trends in marten
habitat and area with probability of occurrence 60% for male and female martens are very
similar between the ASIS and MAX scenarios (Figure 7, panels 3A, 3B). The percentage of the
study area representing predicted areas of marten habitat occupancy is substantially reduced from
levels observed in the 1970’s-1990’s (Simons 2009), and would not recover unless all harvesting
is curtailed (i.e., NATRL scenario).
In addition to providing some benefit to ES and LS spruce-fir habitats, shifting to a strategy to
maximize sustainable volume would provide additional volume and a reduction in annual
acreage harvested (Simons 2009). Across the study area 11% more volume was allocated for
harvest under the MAX scenario (145,547,337 ft3 vs. 130,858,424 ft3) compared to the ASIS
scenario. The additional volume that is gained by shifting towards a scenario to maximize
sustainable volume, which involves fewer acres partially harvested and more acres clearcut
(Simons 2009), could provide an important starting point for landowners to consider putting
additional acreage into set-asides without reducing harvest volumes. These set-asides could be
used to conserve remaining LS habitats, to address habitat configuration requirements for
marten, or to promote ES shrub habitat. Additionally, if reserved areas were placed in mature
conifer forest, LS spruce-fir habitat, marten habitat, and deer wintering habitat would all be
benefited by the same area. Thus, our results suggest that a shift in forest management strategy
could benefit both landowners and biodiversity.
SUMMARY
Biodiversity indicators can provide landowners with valuable tools for simplifying conservation
planning, evaluating the effectiveness of biodiversity management, and evaluating the relative
efficacy of alternative management scenarios. Previous research funded by CFRU and others,
and conducted by The University of Maine and Manomet, has positioned Maine to be a leader in
21
developing methods to assess and monitor biodiversity on managed forestlands. Those previous
projects developed a suite of condition indicators at the stand- and landscape-scale (Table 1),
which were designed to assess the status of biodiversity. Those indicators contrast with the
typical indicators of certification programs, which only describe landowners’ policies, practices,
and institutional capacity to protect biodiversity, but which provide no information about the
actual status of biodiversity per se. Our analysis included six stand-scale indicators for assessing
the presence and relative distribution of important successional stages (early, mid, and late)
across a diverse set of owners, owner types and forest management regimes in northern Maine.
Additionally, we evaluated three landscape-scale indicators derived from spatially-explicit
models developed for Canada lynx (Simons 2009) and American martens (Hepinstall et al.,
University of Maine, in preparation). An analysis of landscape condition based on those two
species enhanced our understanding of effects of forest composition and configuration on their
habitat supply and also provided inferences about landscape condition for the 85% of sympatric
forest vertebrates species represented under their broad-scale habitat umbrella.
The distribution of indicator values varied widely across the 23 parcels included in our study
area, which formed a contiguous 14 township study area (344,034 acres) in north-central Maine
(Figure 1). At the stand-scale, early-successional habitat associated with presence of shrubland
birds (ES Shrub) and late-successional northern hardwood (LS NH) and spruce-fir (LS SF)
stands all were particularly rare across the study area and exhibited a narrow range of variation
across parcels. Our analyses indicate that these rare habitat conditions are not generally being
managed for under the current regulations and predominant forest practices of northern Maine.
The other stand-scale ES indicator, hare habitat, was relatively common at the parcel-scale;
however, landscape scale habitat (60% probability of occurrence) for lynx was widely variable
and represented a median of only 2.5% of area across parcels. Given that lynx are strongly
associated with snowshoe hare density (Robinson 2006, Fuller et al. 2007, Vashon et al. 2008b,
Simons 2009) at stand- and landscape-scales, our data suggest that distribution and configuration
of high density snowshoe hare habitat is suboptimal for promoting lynx occurrence.
Similarly, marten habitat was well represented at the stand-scale, but landscape-scale occurrence
of male and female martens was estimated to comprise a median of only 16% and 5% of the
area, respectively, across the 23 parcels that we evaluated. We observed lower median values for
occurrence of female marten relative to male martens, despite the smaller home range area of
females (Payer 1999, Hearn 2007), which suggests that requirements for an aggregated
configuration of suitable habitat by female martens may be especially difficult to achieve in
managed landscapes without directed conservation planning. Further, our estimates of habitat
supply for martens are likely overly optimistic because distributions of post-harvest structure
following partial harvest used during modeling tended to assume greater residual BA and canopy
cover than recent ground surveys would indicate in partially-harvested stands.
The effect of scale was a more important consideration for our landscape-scale condition
indicators than for our stand-scale indicators. Increasing the scale of analysis from parcels to
townships to 4-township blocks had relatively little effect on the stand-scale indicators (Figure
4). In contrast, landscape-scale indicators were more sensitive to the location of a 4-township
block and the size of the contiguous area with 60% probability of occurrence it provided. Thus,
the parcel-level may be sufficient when managing forest to meet the conditions associated with a
22
stand-scale indicator, but owners should consider 4 townships as the minimum scale when
managing for the occurrence of area-sensitive species such as lynx and martens. Lynx in
particular require large home ranges relative to the size of parcels in northern Maine [20.7 mi2
(53.6 km2) for males and 9.9 mi2 (25.7 km2) for females] (Vashon et al. 2008a). Notably, only
six of the 23 parcels included in our study area had sufficient forestland area with 60%
probability of lynx occurrence to support an individual male lynx.
When evaluating the representation of stand-scale indicators across 9 different ownerships, it
was evident that results were strongly influenced by past forest management history. Thus, ES
indicators were highly correlated (Table 2) and were well represented on ownerships with a
history of salvage logging during the spruce budworm outbreak of the 1970s and 1980s. Marten
habitat was, however, not well represented on those ownerships. Instead, marten habitat was
most prevalent where past forest management has occurred as partial harvesting, which is
somewhat problematic given that previous research in northern Maine has provided equivocal
results regarding the suitability of partially-harvested stands to martens (Fuller and Harrison
2005). Marten habitat was moderately (0.70) correlated with LS northern hardwood condition,
but was weakly correlated with LS spruce-fir habitat. Generally, correlations between LS spruce-
fir and the other indicators were weak, suggesting that maintenance of LS spruce-fir conditions
will require specific management prescriptions. Consequently, because of negative and/or weak
correlations between indicators, forest and wildlife managers will face significant challenges
when attempting to manage for all biodiversity conditions on a single parcel or across large
ownerships where the single township is the operational management unit.
To provide a better understanding of future biodiversity challenges, we projected the trend in
each of the indicators, 2007-2032, under three alternative forest management scenarios. Results
indicated that all 9 condition indicators declined an average of 52% under the scenario where
current harvesting rates and patterns persist into the future (ASIS; Figures 7 and 8). It is
important to note, however, that the timing of these trends is dependent on the details of the
growth models used during simulation (Simons 2009). If harvesting were to immediately shift
towards a strategy to maximize sustainable volume, 6 of the 9 indicators would decline by an
average of 36%. Total area harvested under that strategy would likely be reduced, however,
because of increased clearcutting (Simons 2009), which could provide enhanced opportunities
for marten habitat and LS management. Additionally, 11% additional harvest volume
(14,700,000 ft3) could be realized across the ownerships. That additional volume could
potentially be used to mitigate costs of creating set-asides for LS conditions, to promote
landscape-scale marten conservation, or to promote shrubland habitats, without reducing harvest
volumes below current levels. Hare habitat and lynx occurrence are projected to decline under all
scenarios as habitat created during the salvage logging period continues to age and snowshoe
hare densities begin to decline (Simons 2009). Nonetheless, increased reliance on clearcutting
and herbiciding to promote spruce-fir regeneration would benefit lynx in the future (Simons
2009). Not surprisingly, if harvesting were to stop altogether (NATRL; Figures 7 and 8) all ES
indicators, including lynx occurrence, are projected to decline. The LS indicators and marten
indicators would increase during the period 2007-2032, by a striking 259% and 325% in the case
of the male and female landscape-scale marten indicators.
23
MANAGEMENT IMPLICATIONS
Our analysis clearly demonstrated that the distribution of indicators is largely determined by the
past forest management legacy of parcels or ownerships. ES habitats were well represented on
parcels with a history of salvage logging during the budworm outbreak of the 1970s and 1980s.
Thus, we recommend that stand-scale management for biodiversity on these parcels should be
directed at maintaining the limited and declining supply of marten habitat and LS forest. At the
same time, forest managers will need to plan to create a future supply of ES habitats, which are
otherwise projected to decline as a result of broad-scale changes in forest management.
Balancing these two objectives, ES and mid-successional/LS habitats, may require more
harvesting using complete overstory removals, reducing annual harvest area, longer rotations in
unharvested areas, and set asides for future LS conditions relative to current harvesting practices.
A shift towards increased use of clearcut harvesting would also benefit lynx; areas that currently
support a high probability of occurrence for lynx occur on parcels that historically experienced
high rates of salvage harvesting, which have contributed to high snowshoe hare densities in these
areas. Our modeling suggests that this could potentially be achieved across the entire study area
without a reduction below current harvest volumes.
Parcels with a legacy of partial harvesting provided less ES habitat than parcels with a legacy of
clearcutting. The large footprint of partial harvesting has also made LS habitats rare or
uncommon. Stand-scale marten habitat and predicted landscape-scale occurrence for martens
was generally greater on parcels with a partial harvest legacy. However, partial harvesting in
northern Maine may not provide suitable habitat for martens as structural characteristics required
by marten were not present on many of the partially-harvested sites that were measured on the
ground (Fuller and Harrison, University of Maine, unpublished data). Moreover, our model
assumptions likely resulted in an overestimate of marten habitat. Thus, we recommend
increasing the area in stand-replacing harvests, reducing annual area harvested, paying more
attention to residual stand and landscape conditions for martens and other forest wildlife, and
increasing set-asides for LS habitat in areas dominated by a partial harvesting legacy. Our results
suggest that moving to a strategy to maximize harvest volume could benefit landowners by
increasing harvest volume, which could offset individual landowners’ costs for conserving
habitat for martens and LS species. Such a change would require a change in management
philosophy and would require increased use of complete overstory removals.
Forest and wildlife managers must pay close attention to scale when planning for lynx and
martens. We recommend that landowners consider four townships as the minimum scale for
managing for lynx because few individual parcels or townships are likely to have sufficient area
with 60% probability of occurrence for lynx. Similarly, landowners will likely find it necessary
to look beyond a single parcel in order to meet habitat configuration requirements for martens.
Thus, we recommend that abutting forestland owners strategically identify groups of 4
townships and work together to manage for the benefit of both lynx and martens.
Finally, we present an important caveat to our findings. Structural characteristics were estimated
based on satellite-derived information and FIA plot data, and our results are representative of the
general stand- and landscape-level patterns within the study area. Interpretations that require
24
spatially-explicit characterization for particular stands should be viewed with caution, however,
because of the limitations of the input data.
ACKNOWLEDGEMENTS
The report was based on research from over a dozen projects led by The University of Maine
(Daniel Harrison, Ph.D.) and Manomet Center for Conservation Sciences (John Hagan, Ph.D.).
CFRU cooperators were instrumental to these past projects by providing the landbase on which
to conduct field work, their staff who generously gave their time to find study areas and provide
useful comment, and critical support from their GIS staff. The scorecard was possible because of
support over the years from the CFRU, Manomet Center for Conservation Sciences, Merck
Family Fund, Plum Creek Timber Company, Harold Whitworth Pierce Charitable Trust, The
Nature Conservancy, The National Fish and Wildlife Foundation, The National Council for Air
and Stream Improvement (NCASI), the Maine Outdoor Heritage Fund, and the National
Commission on Science for Sustainable Forestry. Lastly, this research depended on the hard field
work of many graduate students and field assistants.
25
LITERATURE CITED
Aubry, K. B., G. M. Koehler, and J. R. Squires. 2000. Ecology of Canada lynx in the southern
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... Crop trees are managed on +/−100-year rotations. This silviculture was designed to meet the habitat needs of two umbrella wildlife species, the American marten (Martes americana (Turton, 1806)) and Canada lynx (Lynx canadensis Kerr 1792), whose required habitats would also meet the habitat needs of more than 85% of the vertebrate forest-dwelling wildlife species in the region [44]. ...
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... 3. Early-successional (ES) forest: Populations of many bird species associated with earlysuccessional hardwood forest are declining in the U.S. following an earlier peak that came as a result of forest regrowth after agricultural abandonment and forest conversion has also reduced available early-successional habitats. Timber harvesting creates early-successional forest conditions by removing mature trees and restarting the successional process, which benefits songbirds that use shrub or hardwood sapling habitats (basal area <59 ft 2 /ac; (Hagan & Whitman, 2004;Simons et al., 2010)). Similarly, regenerating spruce-fir forest provides important habitat for the snowshoe hare, which is considered a keystone species in the northern boreal forest. ...
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The American marten (Martes americand) prefers habitats with complex physical structure associated with mature, closed-canopy forest, which provides protection from predators, resting sites, and access to prey. Previous research has concluded that timber harvesting can negatively influence marten density, and clearcut harvesting has been implicated in local population declines. Studies also suggest that martens may be particularly sensitive to habitat loss, predicting a steep decline in probability of home range occupancy in response to a small decline in percent suitable habitat. Little is known, however, about the cumulative effects of habitat loss and fragmentation on habitat supply for martens or the spatiotemporal dynamics of probability of occurrence for martens in a managed landscape. I developed a spatially-explicit time series of marten habitat, derived from satellite imagery, to evaluate effects of forest management on quantity and distribution of marten habitat, on spatiotemporal patterns of marten occurrence, and on estimated densities of martens in a dynamic forest landscape 1975-2007. Timber harvesting was widespread during this period and habitat that previous research has defined as suitable by martens declined by 434,978 ha (32%) as a result of stand-replacing harvests 1975-2007. Declines in probability of occurrence followed two spatiotemporal trends. The majority of loss occurred in the first 16 years of the time series (1975-1991), resulting from salvage logging that occurred in response to the 1973-1985 spruce budworm (Choristoneura fumiferana) outbreak. Rapid declines in probability of occurrence for both male and female martens occurred where large blocks of mature spruce-fir forest were salvaged. Salvage logging also contributed to fragmentation of marten habitat with a 5.6-fold increase in the number of suitable habitat patches 1975-1991. Declines in habitat supply and probability of occurrence continued 1991-2007, coinciding with the broad-scale changes in timber harvesting patterns, which resulted from the implementation of new forest policies that contributed to a reduction in clearcut harvesting but a widespread increase in partial harvesting and total acreage harvested. The cumulative effects of loss and fragmentation of marten habitat 1975-2007 negatively influenced the percent suitable habitat and habitat configuration at the scale of a marten home range. These changes resulted in widespread declines in probability of occurrence for males and female martens and a substantial reduction in the number of townships with a potential marten density of >1 martens/km2. Additionally, 307,862 ha (33%) of marten habitat received a partial harvest 1988-2007, which cumulatively affected >90% of potential marten home ranges. Partial harvesting may increase the spatial requirements of martens, suggesting that declines in potential marten densities are conservative. Further, based on previously published structural thresholds for marten habitat use, it is likely that some proportion of the areas that have received a partial harvest no longer represent suitable habitat for martens. Preliminary estimates suggest that in many partially-harvested stands the residual basal area is less than published thresholds for marten habitat use. This indicates that the actual loss of habitat 1975-2007 was between 32% and 54%, and strongly suggests that additional research is needed to determine the extent that partial harvesting is affecting habitat for martens, and potentially compounding the effects of habitat loss and fragmentation that are reported herein.
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The Newfoundland marten (Martes americana atrata) is an endangered population of American marten (M. a. americana) endemic only to the island of Newfoundland. I documented home-range characteristics, habitat selection, survival rates, and cause specific mortality factors inside and outside a wildlife reserve, to provide insights into effects of anthropogenic influences (e.g., timber harvesting, snaring, and trapping) on marten populations. Median home-range areas of adult martens in Newfoundland (males = 27.6 km2, n = 43; females = 10.6 km2, n = 49) were disproportionately larger than those for a mainland marten population (males = 3.3 km2, n = 135; females = 2.4 km2, n = 91) in northcentral Maine. Allometric analyses revealed that home-range area of martens from Maine scaled approximately linearly with body weight whereas the relationship in Newfoundland was strikingly nonlinear, these differences being attributable to landscape configuration and prey abundance. Multi-scale habitat selection revealed that martens exhibited positive or neutral selection for a broad range of habitat types within their home ranges. Adult resident martens occupied home ranges that were not dominated by mature and overmature forest conditions. Selection for tall (> 12.5 m height) closed-canopied (> 50%) softwood stands, which based on previous work is required habitat for Newfoundland martens, was intermediate in relative preference, and comprised only 12.5% of home ranges. Age distributions were not different among martens with high, intermediate, and low amounts of mature and overmature forest in their home range. Further, survival of adult martens was not positively associated with increasing homerange availability of mature and overmature coniferous forest. I documented 52 mortalities during the study; human-caused mortality accounted for 45.3% of all mortalities and 71.9% of mortality outside the reserve. Models best characterizing survival of adults indicated a strong (positive) additive effect of increased habitat availability within the home range and increasing distance from roads where snowshoe hare (Lepus americanus) snaring and furbearer trapping of furbearers was legally permitted. Annual survival of adult martens (M = 112, F = 112) was 0.83 for both males and females. Survival of juvenile martens from October to April was 0.76 inside the reserve but only 0.51 in areas open to snaring and trapping. Marten populations outside the Pine Marten Study Area reserve are likely maintained by dispersal from the reserve or other untrapped refugia.
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Understanding the ecological factors affecting habitat use by the Canada lynx (Lynx canadensis) and its primary prey, the snowshoe hare (Lepus americanus), could help formulate conservation strategies for this carnivore, which is federally listed as threatened and occurs in only four regions of the U.S.A. I measured vegetation characteristics and snowshoe hare densities in 15 regenerating conifer clearcuts and 21 partially harvested stands in northern Maine during the leaf-off seasons, 2005 and 2006; and the leaf-on season, 2005. Regenerating clearcut stands had been harvested between 1974 and 1985 and were subsequently treated with an aerial application of herbicide between 1982 and 1997. Partially harvested stands were last harvested between 1985 and 2004 and included selection harvests, shelterwood harvests, and overstory removal harvests. Vegetation characteristics varied widely across partially harvested stands. This variance can be described by two principal components associated with the conifer composition and understory density within these stands. Snowshoe hare densities also varied widely in partially harvested stands: 0.26-1.65 hares/ha for the combined 2005-2006 leaf-off seasons. All 21 partially harvested stands had lower hare densities than the mean hare density for regenerating conifer clearcuts (2.10 hares/ha, SE=0.22) during these two years. I modeled the relationship of individual vegetation variables to hare densities across the 36 stands surveyed using an information theoretic approach. Hare density during the leaf-off season was positively associated with conifer stem densigy and basal area removed was negatively related to the density of logs in the stand. These three variables explained 67% of the variance in observed hare densities; however, conifer stem density was the single variable that was most strongly related to hare densities. I used GIS modeling to evaluate the relationships between lynx occurrence/non-detection and hare density, bobcat occurrence, fisher harvest density, maximum snow depth, and elevation at the geographic range- and the home range-scales in Maine. At the geographic-scale, lynx occurrence was associated with: 1) areas of higher hare density, and 2) absence of bobcats. Within the geographic range of lynx, simulated home ranges centered on lynx occurrences were associated with: 1) higher hare densities, 2) absence of bobcats, and 3) an interaction between hare density and bobcat occurrence, compared to surveyed areas without lynx detections. Only two surveys detected both bobcats and lynx, but these data suggest geographic- and home range-scale allopatry between these two species. At the geographic scale, the area of land in regenerating clearcuts was positively associated with lynx occurrence, likely as a result of the high hare densities supported by regenerating clearcuts. Annual clearcutting in Maine has been decreasing since the early 1990's and this trend may result in less regenerating forest on the landscape in the future, which might have long-term negative consequences if the objective is to maintain or increase current population levels of Canada lynx in Maine.
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The age-specific, seasonal, and sex-specific differences in size and location of marten (Martes americana) home-ranges, and spatial and temporal overlap of ranges within and between sexes were examined. Habitat selection between sexes was compared. Habitat use in home ranges and in core areas relative to availability within the study area, and at relocations relative to availability within home ranges was assessed. Further, the influence of road density, and of the proximity to roads and forest edges on spatial use of habitat were also determined.
Article
Resting and denning sites of the American marten (Martes americana) are important habitat components because they provide protection from predators, inclement weather, and thermal stress. Resting sites (n = 1184) used by 35 radiocollared martens were in trees with natural platforms (43%), in trees with cavities (23%), subnivean (under snow) (23%), in hollow logs or slash piles (7%), and underground (3%). Thirty natal and post-natal dens were in trees with cavities (40%), in hollow logs (37%), underground (17%), and in slash piles (6%). Resting and denning sites in cavities and hollow logs were typically large-diameter structures with extensive heartwood decay that had created hollow chambers. The majority of platforms used as resting sites were formed by broom rust (Chrysomyxa arctostaphyli and Melampsorella caryophyllacearum) and dwarf mistletoe (Arceuthobium spp.). Incorporating habitat needs of martens in forest management practices by retaining coarse woody debris and trees with brooms is one component necessary for maintaining viable populations of the species.
Article
Martes americana rested primarily in subnivean sites associated with coarse woody debris, including logs and stumps. Use of spruce (Picea spp.)-fir (Abies lasiocarpa) stands by adults was greater than expected and use of lodgepole pine Pinus contorta stands was less than expected on the basis of spatial availability. Juveniles used stand types in proportion to spatial availability. Fidelity to individual resting sites and to subnivean sites associated with coarse woody debris was highest among adults. Above-snow sites were used during the warmest weather; subnivean sites associated with coarse woody debris were used during the coldest weather. Marten rested for longer periods where coarse woody debris formed all or part of the resting site than they did at other sites. -from Authors
Article
Food habits and habitat selection of marten (Martes americana) were studied over two winters in Yosemite National Park, California. Analysis of 91 droppings showed substantial differences in diet between the two winters. White-tailed jack rabbits (Lepus townsendii) and voles (Microtus spp.) were the principal food items in 1976-77 and 1979-80, respectively. Habitat use was determined from following 34.8 km of marten tracks. Travel routes occurred in all habitat types, but marten did not rest or hunt in meadows or on granite domes. Marten selected dense cover less than 3 m above snow level and used tree trunks and other objects for access to the subnivean zone. Logs served as den sites and hunting areas, and rocks were used for scent and urine marking. Mixed-aged forests were important in furnishing subnivean access and protective cover over a wide range of snow conditions.
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The abundance and diversity of landbirds in all successional stages of habitat in an industrial forest landscape in northern Maine were studied. An attempt was also made to relate the presence or absence of each species at 364 point count stations to 20 vegetation structure variables and 7 landscape variables. Overall, species-habitat associations indicate that estimated population trends over the last decade within the industrial forest did not correlate well with Breeding Bird Survey (BBS) results for the state of Maine.