identiFicAtion - Invasive Species Research Institute
identiFicAtion - Invasive Species Research Institute
identiFicAtion - Invasive Species Research Institute
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A GUIDE TO THE<br />
Identification<br />
and Control<br />
of Exotic<br />
<strong>Invasive</strong> <strong>Species</strong><br />
IN ONTARIO’S HARDWOOD FORESTS<br />
Lisa M. Derickx and Pedro M. Antunes
A Guide to the<br />
Identification<br />
and Control<br />
of Exotic<br />
<strong>Invasive</strong> <strong>Species</strong><br />
in ontArio’s hArdwood Forests<br />
Lisa M. Derickx and Pedro M. Antunes
<strong>Invasive</strong> <strong>Species</strong> <strong>Research</strong> <strong>Institute</strong><br />
1520 Queen Street East, BT300<br />
Sault Ste. Marie, Ontario, Canada<br />
P6A 2G4<br />
© <strong>Invasive</strong> <strong>Species</strong> <strong>Research</strong> <strong>Institute</strong> 2013<br />
This publication is subject to copyright. No part of this publication may<br />
be reproduced, modified, or redistributed in any form or by any means,<br />
without the prior written permission of the authors.<br />
Algoma University<br />
ISBN 978-0-929100-21-0<br />
ISRI has been granted permission to reproduce the photographs and<br />
range maps in this book by their rightful copyright holders and through<br />
the Bugwood Network Image Archive. A full list of photography credits<br />
appears in section 8.0.<br />
Disclaimer: This publication contains recommendations for chemical<br />
control that are intended to serve only as a guide. It is the responsibility<br />
of the pesticide applicator to follow the directions on the pesticide label.<br />
Pesticide labels and registrations change periodically. If any information<br />
in these recommendations disagrees with the label, the recommendation<br />
must be disregarded. No endorsement is intended relating to pesticide<br />
use or a particular product. The authors and the <strong>Invasive</strong> <strong>Species</strong><br />
<strong>Research</strong> <strong>Institute</strong> assume no liability resulting from the use of these<br />
recommendations.<br />
Design: Carmen Misasi Design<br />
Cover photo credits: English ivy leaves: James H. Miller, USDA Forest Service, Bugwood.org<br />
(left) & Chris Evans, Illinois Wildlife Action Plan, Bugwood.org (right); Japanese barberry, garlic<br />
mustard & Himalayan balsam: Lisa Derickx, <strong>Invasive</strong> <strong>Species</strong> <strong>Research</strong> <strong>Institute</strong>; Norway maple<br />
keys: Leslie J. Mehrhoff, University of Connecticut, Bugwood.org; tree-of-heaven samaras: Chuck<br />
Bargeron, University of Georgia, Bugwood.org; emerald ash borer adult & tunneling damage:<br />
David Cappaert, Michigan State University, Bugwood.org; emerald ash borer feeding galleries:<br />
Joseph O’Brien, USDA Forest Service, Bugwood.org; Asian long-horned beetle: Melody Keena,<br />
USDA Forest Service, Bugwood.org; beech bark disease: Linda Haugen, USDA Forest Service,<br />
Bugwood.org; gypsy moth larva: Jeffrey Fengler, Connecticut Agricultural Experiment Station<br />
Archive, Connecticut Agricultural Experiment Station, Bugwood.org; Dutch elm disease: Fabio<br />
Stergulc, Università di Udine, Bugwood.org; crown dieback and epicormic shoots: Daniel Herms,<br />
The Ohio State University, Bugwood.org<br />
Back cover photo credits: Emerald ash borer feeding on leaf: Jared Spokowsky, New York State<br />
Department of Agriculture and Markets, Bugwood.org; Asian long-horned beetle exit hole: Steven<br />
Katovich, USDA Forest Service, Bugwood.org; Asian long-horned beetle feeding damage: Dean<br />
Morewood, Health Canada, Bugwood.org; elm bark beetle larval galleries: James Solomon, USDA<br />
Forest Service, Bugwood.org; butternut canker: Joseph O’Brien, USDA Forest Service, Bugwood.<br />
org; dog-strangling vine seedpod: Leslie J. Mehrhoff, University of Connecticut, Bugwood.org;<br />
common buckthorn, Japanese knotweed, periwinkle, dog-strangling vine flowers and exotic<br />
bush honeysuckle: Lisa Derickx, <strong>Invasive</strong> <strong>Species</strong> <strong>Research</strong> <strong>Institute</strong>.
This book is dedicated to Errol Caldwell for everything he does<br />
for Northern Ontario’s social and economic development. The<br />
creation of an <strong>Invasive</strong> <strong>Species</strong> <strong>Research</strong> <strong>Institute</strong> at Algoma<br />
University in Sault Ste. Marie and this guidebook were only<br />
possible due to his foresight.
[ iv ]<br />
Acknowledgments<br />
Funding for this book was provided by the <strong>Invasive</strong> <strong>Species</strong><br />
Centre (ISC) to the <strong>Invasive</strong> <strong>Species</strong> <strong>Research</strong> <strong>Institute</strong> (ISRI)<br />
at Algoma University. As a not-for-profit organization, part of<br />
ISRI’s mission is to ensure that our research findings reach<br />
as many people as possible. In the case of this publication,<br />
the external funding received was essential to produce this<br />
guidebook and to print and distribute it at the lowest possible<br />
cost (i.e., only that of printing).<br />
We are thankful to Dr. Michael Irvine, Vegetation Management<br />
Specialist from the Ontario Ministry of Natural Resources<br />
(OMNR), for providing constructive criticism throughout the<br />
development of this guide. His consultation in the early stages<br />
of writing and his thorough review of the manuscript have<br />
lent to the significance and value of this publication. Thanks<br />
to Professor John Klironomos from the University of British<br />
Columbia for writing the foreword; to Dr. Richard Wilson, Forest<br />
Program Pathologist (OMNR), for his expert advice and helpful<br />
suggestions regarding forest pathogens; to Dr. W.D. McIlveen,<br />
Terrestrial Biologist, and Susan Meades, Director of the Northern<br />
Ontario Plants Database, for their advice and review of plant<br />
species taxonomy; to the ISRI staff, Laura Sanderson and Kim<br />
Mihell, for proof reading the text and assistance with editing.<br />
We are grateful to Jeff and JoAnn St. Pierre from North Country<br />
Photography and James Smedley from James Smedley Outdoors<br />
for assistance in photographing all aspects relating to maple<br />
syrup production. A special thanks is extended to the many<br />
other people who provided permission to use the high quality<br />
photographs found in this guide. A full list of photo credits<br />
follows to acknowledge these contributions. We are also<br />
thankful to our designer, Carmen Misasi of Carmen Misasi<br />
Design, for all of the time and effort he put into working with<br />
us to create this publication.<br />
We are thankful to Calvin Gilbertson (Gilbertson’s Maple<br />
Products) and David Thompson (Thompson’s Maple Products)<br />
for permission to photograph their maple syrup operations<br />
on St. Joseph Island and for sharing their expert knowledge of<br />
maple syrup production in Ontario. Also, thanks to the Ontario<br />
Maple Syrup Producers Association (OMSPA) and all of their<br />
members for a wonderful and educational experience at the<br />
summer tour and meeting in Belleville, 2011.
Thanks to Lindsay Burtenshaw at the Royal Botanical Gardens<br />
and Bruce Cullen from the Toronto Zoo for their information<br />
on managing invasive plants, for tours of the gardens and<br />
zoo, and for permission to take photographs for use in the<br />
guide. Thanks to Freyja Forsyth of Credit Valley Conservation<br />
(CVC), Hayley Anderson of the Ontario <strong>Invasive</strong> Plant Council<br />
(OIPC) and Fraser Smith of the Ontario Federation of Anglers<br />
and Hunters (OFAH) Invading <strong>Species</strong> Awareness Program,<br />
for providing us with hands-on experience in invasive plant<br />
management at their various volunteer events.<br />
Finally, thanks to our family and friends for their patience and<br />
encouragement over the course of producing this guide.<br />
[ v ]
[ vi ]<br />
About the Authors<br />
Lisa M. Derickx, B.Sc., is a <strong>Research</strong> Associate at the <strong>Invasive</strong><br />
<strong>Species</strong> <strong>Research</strong> <strong>Institute</strong> (ISRI) in Sault Ste. Marie, Ontario.<br />
She has a B.Sc. Honours Degree in Environmental Science<br />
from Carleton University and a diploma in Fish and Wildlife<br />
Conservation from Sault College of Applied Arts and Technology.<br />
Lisa has obtained funding from the Ontario Trillium Foundation<br />
to develop a citizen scientist approach to identify and map<br />
terrestrial invasive plants. Her interests lie in plant and wildlife<br />
identification and environmental conservation.<br />
Pedro M. Antunes, B.Sc. & Ph.D, is a <strong>Research</strong> Chair in <strong>Invasive</strong><br />
<strong>Species</strong> Biology (funded by the Ontario Ministry of Natural<br />
Resources) and Associate Professor (Department of Biology,<br />
Algoma University) since 2010. Currently, he is also the<br />
<strong>Research</strong> Director of the <strong>Invasive</strong> <strong>Species</strong> <strong>Research</strong> <strong>Institute</strong> at<br />
Algoma University and Chair of the North American <strong>Invasive</strong><br />
<strong>Species</strong> Network. He began his academic studies in Biology at<br />
the University of Évora, Portugal (1999). He then undertook his<br />
doctoral research in Soil Science at the University of Guelph<br />
(2005) followed by post-doctoral research in Soil Microbial and<br />
Plant Ecology (2005-07). In 2008, he moved to Berlin, Germany,<br />
to assume a <strong>Research</strong> Assistant Professor position in Ecology<br />
at the Freie Universität. He is broadly interested in science and<br />
environmental conservation. His research in ecology focuses<br />
on the roles that soil microorganisms play in controlling plant<br />
productivity and community structure.
Foreword<br />
As humans, we love to place things into groups. It is how we<br />
organize the various objects that we come into contact with,<br />
it is the filing system that we have for our thoughts. It is how<br />
we make sense of the world. When taking a walk in nature, we<br />
may not know how to identify every organisms that we see, but<br />
we can typically divide them into broad groups: Plant, animal,<br />
fungus - and from there (and often with the help of a field<br />
guide) we can get more specific, a particular Phylum, and then<br />
all the way down to a species.<br />
The species binomial (or latin name) is the gateway to all<br />
information that is known for that organism - its life history, its<br />
morphological and behavioural characteristics, its geographic<br />
range, and whether it is native or exotic. Interestingly, a large<br />
proportion of the species that we encounter in most habitats are<br />
exotic. They originated elsewhere and immigrated to our local<br />
ecosystems. Where did these species come from? Well, the vast<br />
majority of exotic organisms that are found in Ontario have<br />
origins in Eurasia, from locations with comparable climate.<br />
If we want to learn more about these species, then a visit to<br />
their home of origin may provide significant insight into their<br />
biology and ecology.<br />
Why worry about exotic organisms? Is this a form of<br />
xenophobia? One major reason for concern is that they lead to<br />
the homogenization of our natural ecosystems. Everywhere we<br />
go, we see the same species, diminishing the uniqueness of local<br />
ecosystems. As humans, this has a strong psychological effect<br />
on us. It is unnerving, similar to when we travel to a distant<br />
location overseas and find the same fast food restaurants that<br />
we just left behind. We don’t yet understand the ecological<br />
consequences of such homogenization. However we do know<br />
that many exotic organisms, those that are invasive, can have<br />
great ecological and economic consequences.<br />
Being exotic is one thing. Being invasive is another. It is<br />
important not to confuse the two. All invasive organisms are<br />
exotic but not all exotics are invasive. How do we define an<br />
invasive species? There are two main categories. The first are<br />
those species that grow, reproduce, and spread at unusually<br />
high rates. Such species can be found at very high densities in<br />
local habitats, often in widespread monoculture. The second<br />
are those species that have significant local impact. They can<br />
negatively affect the growth and reproduction of local native<br />
species, or may alter the functioning (productivity, stability) of<br />
local ecosystems. Some of the most problematic and worrisome<br />
invasive species can do both, spread rapidly and harm native<br />
systems.<br />
[ vii ]
[ viii ]<br />
Scientists are currently placing a lot of effort in the study of<br />
invasive species. There are many unanswered questions, such<br />
as: what factors cause certain species to become invasive? Why<br />
are certain ecosystems more invasible than others? What are<br />
effective ways to control invasive species? Such questions are not<br />
just academic. We need to know the answers to these questions,<br />
so that we can properly manage our landscapes. In this context,<br />
any new information on invasive species, particularly the most<br />
serious of them, needs to be communicated to other scientists<br />
and to the public. So it should be clear just how important this<br />
book is. A guide that focuses on invasive species in Ontario -<br />
one that is comprehensive and science-based, yet accessible to<br />
any audience.<br />
Dr. John Klironomos<br />
University of British Columbia
Dedication...............................................................................................................................................................................................iii<br />
Acknowledgments..................................................................................................................................................................................iv<br />
About.the.Authors..................................................................................................................................................................................vi<br />
Foreword.............................................................................................................................................................................................................vii<br />
1.0. Introduction<br />
section one<br />
. 1.1. An.Introduction.to.Exotic.<strong>Invasive</strong>.<strong>Species</strong>.of.Hardwood.Forests........................................................................2<br />
. 1.2. How.to.Use.this.Book...........................................................................................................................................................4<br />
2.0. <strong>Invasive</strong>.<strong>Species</strong>.Management:.An.Overview<br />
. 2.1.. Prevention.Strategies...........................................................................................................................................................8<br />
. 2.2. Early.Detection.and.Rapid.Response............................................................................................................................11<br />
. 2.3. Management.and.Control.Options...............................................................................................................................13<br />
. . 2.3.1. Physical.Control......................................................................................................................................................13<br />
. . 2.3.2. Chemical.Control....................................................................................................................................................16<br />
3.0. A.Tribute.to.Hardwood.Forests.in.Ontario<br />
. 3.1. Timber.Harvest.................................................................................................................................................................... 20<br />
. . 3.1.1. Ontario’s.Forests.................................................................................................................................................... 20<br />
. . 3.1.2. History,.Economy.and.Culture.of.Timber.Harvest...................................................................................... 22<br />
. 3.2. Maple.Syrup.Production.................................................................................................................................................. 23<br />
. . 3.2.1. History....................................................................................................................................................................... 23<br />
. . 3.2.2. Economic.and.Cultural.Significance............................................................................................................... 28<br />
4.0. Woodlot.Management<br />
Table of Contents<br />
. 4.1. Management.for.Timber.Harvest..................................................................................................................................31<br />
. 4.2. Sugar.Bush.Management................................................................................................................................................ 34<br />
[ ix ]
[ x ]<br />
5.0.<strong>Invasive</strong>.<strong>Species</strong>.Accounts<br />
section two<br />
. 5.1. Exotic.Plants......................................................................................................................................................................... 38<br />
. . 5.1.1. Norway.Maple.(Acer platanoides)..................................................................................................................... 39<br />
. . 5.1.2. Tree-of-heaven.(Ailanthus altissima)............................................................................................................... 53<br />
. . 5.1.3. Garlic.Mustard.(Alliaria petiolata)..................................................................................................................... 69<br />
. . 5.1.4. Barberry.(Berberis thunbergii.&.B. vulgaris).................................................................................................... 85<br />
. . 5.1.5. Japanese.Knotweed.(Fallopia japonica)......................................................................................................... 97<br />
. . 5.1.6. English.Ivy.(Hedera helix)...................................................................................................................................109<br />
. . 5.1.7. Himalayan.Balsam.(Impatiens glandulifera)................................................................................................ 121<br />
. . 5.1.8. Common.Buckthorn.(Rhamnus cathartica)................................................................................................. 131<br />
. . 5.1.9. Periwinkle.(Vinca minor).................................................................................................................................... 143<br />
. . 5.1.10. Dog-strangling.Vine.(Vincetoxicum rossicum.&.V. nigrum)..................................................................... 155<br />
. . 5.1.11. Goutweed.(Aegopodium podagraria)........................................................................................................... 171<br />
. . 5.1.12. Oriental.Bittersweet.(Celastrus orbiculatus)................................................................................................ 173<br />
. . 5.1.13. Exotic.Bush.Honeysuckle.(Lonicera.spp.)..................................................................................................... 175<br />
. . 5.1.14. Kudzu.(Pueraria montana.var..lobata)........................................................................................................... 177<br />
. 5.2. Exotic.Insects.&.Disease.................................................................................................................................................180<br />
. . 5.2.1. Emerald.Ash.Borer.(Agrilus planipennis)....................................................................................................... 181<br />
. . 5.2.2. Asian.Long-horned.Beetle.(Anoplophora glabripennis).......................................................................... 191<br />
. . 5.2.3. Chestnut.Blight.(Cryphonectria parasitica)..................................................................................................203<br />
. . 5.2.4. Beech.Bark.Disease.Complex.(Cryptococcus fagisuga.&.Neonectria.spp.)......................................... 213<br />
. . 5.2.5. Gypsy.Moth.(Lymantria dispar)........................................................................................................................223<br />
. . 5.2.6. Dutch.Elm.Disease.(Ophiostoma.spp.).......................................................................................................... 231<br />
. . 5.2.7. Elm.Bark.Beetles.(Scolytus multistriatus.&.S. schevyrewi)........................................................................ 241<br />
. . 5.2.8. Butternut.Canker.(Ophiognomonia clavigignenti-juglandacearum)...................................................249<br />
. . 5.2.9. Dogwood.Anthracnose.(Discula destructiva).............................................................................................257<br />
. . 5.2.10. Thousand.Cankers.Disease.(Geosmithia morbida)....................................................................................259<br />
. . 5.2.11. Pear.Thrips.(Taeniothrips inconsequens)....................................................................................................... 261<br />
6.0. Appendices.................................................................................................................................................................................263<br />
7.0. References...................................................................................................................................................................................267<br />
8.0. Photography.Credits................................................................................................................................................................281<br />
9.0. Acronyms. ...................................................................................................................................................................................283
1.0 Introduction<br />
2.0 <strong>Invasive</strong> <strong>Species</strong><br />
Management: An<br />
Overview<br />
3.0 A Tribute to Hardwood<br />
Forests of Ontario<br />
4.0 Woodlot Management
[ 2 ]<br />
A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
1.0<br />
introduction<br />
1.1<br />
An introduction to exotic invasive<br />
species of hardwood Forests<br />
Exotic invasive species are those not native to the habitat<br />
in which they are causing harm to either the environment,<br />
economy or society (Environment Canada, 2004). <strong>Invasive</strong><br />
species are increasingly prevalent in Ontario’s hardwood<br />
forests. Forestry represents an important part of Ontario’s<br />
economy, at an estimated $14 billion in 2008 (MNDM, 2011).<br />
Ontario’s hardwood forests also provide high value non-timber<br />
forest products such as the iconic maple syrup (Mohammed,<br />
1999) (Fig. 1). They provide us with ecological goods and<br />
Figure 1: A non-timber forest product (sap for ‘maple syrup’) 2.
INTRODUCTION 1.0<br />
services, such as clean air and wildlife habitat, provide areas<br />
for recreational enjoyment, contribute to the natural aesthetics<br />
of Ontario and sustain a resource-based tourism industry. For<br />
all these reasons, proper management of invasive species is a<br />
vital step to sustaining our existing hardwood forests (Daily et<br />
al. 1997).<br />
<strong>Invasive</strong> species can alter forest integrity through rapid<br />
population expansion. This may affect biodiversity by causing<br />
shifts in species abundances and in some cases can lead to local<br />
extinctions (Wyckoff & Webb, 1996). Studies have shown that<br />
exotic plant invasions can alter soil physicochemical properties<br />
and affect nutrient cycling (Leicht-Young et al. 2009; Kourtev<br />
et al. 1998). Moreover, exotic insects and pathogens (i.e.,<br />
microorganisms that cause disease in their hosts) can severely<br />
damage and cause large-scale mortality of indigenous trees and<br />
shrubs (Allen & Humble, 2002). Consequently, invasive species<br />
can result in reductions to timber value and the quality and<br />
quantity of other forest-derived products such as maple syrup<br />
(Kota et al. 2007).<br />
The majority of exotic plants were introduced to North America<br />
intentionally for agriculture and horticultural purposes and<br />
were thus prized for their fast-growing, sun-loving habits.<br />
Since forest understories are generally subject to low light<br />
levels, they tend to be inhospitable to many of these introduced<br />
horticultural varieties. However, some shade-tolerant exotic<br />
species have been introduced and, not surprisingly, many are<br />
spreading in forest environments (Martin et al. 2008).<br />
In general, invasive forest plants have relatively long lagtimes<br />
(i.e., the time it takes before a species’ population grows<br />
exponentially and becomes invasive in the new introduced<br />
environment), which may give a false sense of security when<br />
assessing the risk of invasion (Crooks, 2005). Some of the<br />
invasive plants described in this book are still available for sale<br />
in garden centres across Ontario. Only recently has evidence<br />
arisen concerning the detrimental effects of invasive vines<br />
such as periwinkle (Vinca minor; Darcy & Burkart, 2002) and<br />
English ivy (Hedera helix; Dlugosch, 2005). Other species, such<br />
as common barberry (Berberis vulgaris), have been banned for<br />
sale due to reported detrimental effects to agriculture; yet its<br />
close relative, Japanese barberry (B. thunbergii), is still sold and<br />
used as a common garden plant (Fig. 2) because it is not known<br />
to cause any ill effects to agricultural crops (CFIA, 2008). More<br />
research is required to determine the factors responsible<br />
for different lag-times in exotic plant species. However, the<br />
exotic status should be sufficient for the inclusion of these<br />
species in monitoring programs (Simberloff, 2011). For highly<br />
invasive species, research on their ecological effects as well<br />
as preventative measures need to be considered to minimize<br />
negative effects to hardwood stands in Ontario.<br />
[ 3 ]
[ 4 ]<br />
A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Figure 2: Two varieties of a common garden shrub, Japanese barberry 6 .<br />
1.2<br />
how to use this Book<br />
Considering the increasing number of invasive species establishing<br />
in Ontario’s forests, there is a clear need for management<br />
guidelines focusing on those species that have the largest<br />
potential to be detrimental to hardwood stands. In addition,<br />
challenging economic times are leading to increasing awareness<br />
that public involvement in environmental issues is crucial<br />
to overcome these challenges. This guide, based on evidence<br />
from the peer-reviewed scientific literature, focuses on invasive<br />
plants, insects and pathogens that exhibit ecological, economic<br />
and social impacts that are detrimental to Ontario’s hardwood<br />
forests. It is intended to serve as an educational resource and a<br />
field guide to aid woodlot owners in invasive species management.
INTRODUCTION 1.0<br />
There are two sections in this guide. The first section describes<br />
the risks associated with invasive species in hardwood forests.<br />
These forests are valuable to woodlot owners in Ontario who<br />
rely on them for timber and high-valued products such as<br />
maple syrup. It introduces managers to the basic principles<br />
associated with different management strategies and outlines<br />
various methods of invasive species control.<br />
<strong>Species</strong> invasions are dynamic and each case is unique.<br />
Management recommendations in this guide may not be the<br />
most appropriate for everyone. Forest managers and woodlot<br />
owners should gauge their level of expertise, commitment and<br />
finances when considering control options. It is also important<br />
to understand that these recommendations and management<br />
strategies may change as ongoing research provides new<br />
insights into invasive species management. We point out gaps<br />
in the literature throughout the guide and recommend that the<br />
reader keeps informed on highly invasive species and up-todate<br />
with current management practices.<br />
Individual invasive species descriptions make up the second<br />
section of this guide. These include invasive plants, insects<br />
and pathogens that have been identified as priorities for<br />
management in Ontario’s hardwood stands (Tables 1 & 2). They<br />
have been selected as priorities for management based on the<br />
following risk categories:<br />
Economic risks:<br />
• <strong>Species</strong> that can directly affect commercial hardwoods by<br />
significantly reducing growth, causing widespread mortality<br />
and/or suppressing hardwood regeneration;<br />
• <strong>Species</strong> that can alter the quality of timber or the quantity of<br />
maple syrup produced;<br />
• <strong>Species</strong> whose environmental effects can result in the<br />
reduction of property value;<br />
• <strong>Species</strong> that can cause losses resulting from movement<br />
restrictions related to timber products.<br />
Environmental risks:<br />
• <strong>Species</strong> that cause the loss of biodiversity;<br />
• <strong>Species</strong> that reduce ecosystem goods and services;<br />
• <strong>Species</strong> that can harm a species at risk.<br />
Social impacts:<br />
• <strong>Species</strong> that can interfere with traditional lifestyles;<br />
• <strong>Species</strong> that can reduce aesthetic values of a hardwood stand;<br />
• <strong>Species</strong> that affect the recreational enjoyment of a woodlot;<br />
• <strong>Species</strong> that can impact human health.<br />
[ 5 ]
[ 6 ]<br />
A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Table 1: <strong>Invasive</strong> plants considered a high priority for management in hardwood stands and their<br />
associated risks (see Appendix 1 for referenced priority rating).<br />
Norway maple<br />
(Acer platanoides)<br />
Tree-of-heaven<br />
(Ailanthus altissima)<br />
Garlic mustard<br />
(Alliaria petiolata)<br />
Barberry<br />
(Berberis spp.)<br />
English ivy<br />
(Hedera helix)<br />
Himalayan balsam<br />
(Impatiens glandulifera)<br />
Japanese knotweed<br />
(Fallopia japonica)<br />
Common buckthorn<br />
(Rhamnus cathartica)<br />
Periwinkle<br />
(Vinca minor)<br />
Dog-strangling vine<br />
(Vincetoxicum spp.)<br />
Cause reduced<br />
hardwood growth<br />
Economic Risks Environmental Risks Social Risks<br />
Cause hardwood<br />
mortality<br />
Suppress hardwood<br />
regeneration<br />
Cause the loss of<br />
biodiversity<br />
Affect ecosystem<br />
function<br />
Harm species-atrisk<br />
Interfere with a<br />
traditional lifestyle<br />
Reduce aesthetic<br />
values of the forest<br />
The following information will be provided for invasive species<br />
considered a high priority in hardwood stands:<br />
Identification – A tool to help managers accurately identify<br />
invasive species present in their woodlots. Signs and symptoms<br />
are provided to help identify invasive insects and pathogens.<br />
Similar species – Visual aids and dichotomous keys are included<br />
to help distinguish similar species.<br />
Biology – Understanding the biology and taxonomy of an<br />
invasive species provides important clues for its management.<br />
Taxonomic hierarchy, origin and distribution, habitat, type<br />
of reproduction, lifecycle and host species are included for<br />
applicable species.<br />
Success mechanisms – Understanding traits likely to play an<br />
important role in enabling species invasibility can help managers<br />
Affect recreational<br />
enjoyment<br />
Impact human<br />
health
table 2: <strong>Invasive</strong> insects and pathogens considered a high priority for management in hardwood stands<br />
and their associated risks (see Appendix 1 for referenced priority ratings).<br />
Emerald ash borer<br />
(Agrilus planipennis)<br />
Asian long-horned beetle<br />
(Anoplophora glabripennis)<br />
Chestnut blight<br />
(Cryphonectria parasitica)<br />
Gypsy moth<br />
(Lymantria dispar)<br />
Beech bark disease<br />
(Neonectria faginata)<br />
Dutch elm disease<br />
(Ophiostoma spp.)<br />
Elm bark beetles<br />
(Scolytus spp.)<br />
Butternut canker<br />
(Ophiognomonia clavigignentijuglandacearum)<br />
Cause reduced<br />
hardwood growth<br />
INTRODUCTION 1.0<br />
Economic Risks Environmental Risks Social Risks<br />
Cause hardwood<br />
mortality<br />
Suppress hardwood<br />
regeneration<br />
Cause the loss of<br />
biodiversity<br />
Affect ecosystem<br />
function<br />
Harm species-at-risk<br />
Interfere with a<br />
traditional lifestyle<br />
Reduce aesthetic<br />
values of the forest<br />
with the decision making process to select appropriate invasive<br />
species control strategies.<br />
Ecological impacts – Understanding the ecological effects of<br />
invasive species is the basis for why they need to be managed.<br />
Vectors and pathways – Understanding how and where an<br />
invasive species can reach and establish in a woodlot can<br />
greatly improve prevention and early detection techniques.<br />
Management practices<br />
• Prevention strategies – These strategies are the most efficient<br />
and cost effective methods of invasive species management.<br />
These strategies outline various ways whereby managers can<br />
limit invasive species introductions to woodlots.<br />
• Early detection techniques – These techniques help maximize<br />
the capacity to detect invasive species before they spread in<br />
the woodlot.<br />
• Control options – Outlines the most cost effective and environmentally<br />
sustainable management strategies for priority<br />
species.<br />
Affect recreational<br />
enjoyment<br />
Impact human<br />
health<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
2.0<br />
invAsive sPecies MAnAGeMent:<br />
An overview<br />
2.1<br />
Prevention strategies<br />
Prevention is the most efficient and effective approach to<br />
manage exotic invasive species. There are several things a<br />
manager can do to prevent the introduction of invasive species<br />
into a woodlot, regardless of whether they are plants, insects<br />
or pathogens. Creating a prevention plan that involves all those<br />
responsible for woodlot activities can go a long way to reducing<br />
the risk of invasion and the amount of time, effort and cost<br />
needed for invasive species management (Clark, 2003).<br />
Prevention strAteGies<br />
For invAsive PlAnts<br />
• Promote a healthy forest with diverse communities of native<br />
species. An undisturbed forest understory with diverse<br />
plant communities may be more resistant to exotic species<br />
introductions by imposing a high level of competition on<br />
newcomers (Clark, 2003). Remember to monitor both the<br />
canopy trees and the understory vegetation.<br />
• Minimizing the agents of invasive species dispersal (i.e.,<br />
vectors) will decrease the likelihood of introduction. Humans<br />
are a main vector of seed dispersal, so limiting access to the<br />
woodlot may be beneficial (Wilkins, 2000). However, this may<br />
not be possible in hardwood stands used for maple syrup<br />
production where access is required during the sugar season.
INVASIVE SPECIES MANAGEMENT: AN OVERVIEW 2.0<br />
In this case, access should be restricted to existing trails and<br />
roads. Ensuring that shoes and tires are cleaned before entry<br />
could save a manager time and money (NCC, 2007).<br />
• When planning for timber harvest, ensure that prevention<br />
measures are considered in the work plan. Survey the area to<br />
locate any existing invasions. Where possible, remove these<br />
species several years before harvesting. If eradication is not<br />
feasible, use an appropriate method of control. This will<br />
ensure that invasive plants are managed before activities that<br />
could contribute to further spread take place (Clark, 2003).<br />
• Soil disturbance increases the forest’s susceptibility to plant<br />
invasions. Try to minimize activities such as road or trail<br />
construction. As a mitigation strategy, plant native species<br />
where soil disturbance is unavoidable. This may help to deter<br />
establishment of invasive plants by promoting competition<br />
(Clark, 2003).<br />
• Any equipment that must be brought into the woodlot such<br />
as tractors, skidders and all-terrain vehicles should be<br />
thoroughly cleaned. All mud and plant materials should be<br />
washed off in a designated area before entering the woodlot.<br />
These designated areas should be monitored frequently for<br />
invasive plants (USDA, 2001).<br />
• Be careful when bringing any materials such as sand, gravel<br />
or soil into the woodlot. If possible, managers should take<br />
the initiative to visit the seller’s warehouse beforehand<br />
to inspect materials for seedlings of invasive species. Ask<br />
companies whether they have implemented measures to<br />
prevent the transportation of invasive plants (USDA, 2001).<br />
• Using the woodlot for recreational purposes such as hiking<br />
can also be a potential vector for seed dispersal. Shoes should<br />
be washed before entering and upon leaving the woodlot at a<br />
designated area. This area must also be frequently monitored<br />
for germinating seeds (NCC, 2007).<br />
• Whenever possible keep pets on a leash because seeds can<br />
easily get caught in fur. This is especially important during<br />
the late summer and fall when seeds are ready to disperse<br />
(Clark, 2003).<br />
• Avoid walking or driving through invaded areas. Traveling<br />
through these areas can spread seeds to un-invaded areas of<br />
the woodlot. Consider using signs such as flags to prevent<br />
others from walking through the invaded area (Clark, 2003).<br />
• Continue to be conscientious outside the boundaries of the<br />
woodlot. Never plant an exotic invasive species in the garden<br />
as seeds can easily be carried into your woodlot (Miller et al.<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
2010). Ask local greenhouses about the possibility of buying<br />
native plants for the home garden (Havinga, 2000).<br />
• Volunteer to help control invasive plants on neighbouring<br />
properties. It will help to decrease the likelihood of seed<br />
dispersal into your woodlot and will promote cooperation<br />
should a population establish on your own property (Peterson,<br />
2007).<br />
Prevention strAteGies For<br />
invAsive insects And PAthoGens<br />
• Increase species diversity in the woodlot. Many invasive<br />
insects and pathogens have a single host genus or species.<br />
Woodlots that are composed of one or two species are more<br />
likely to become infested and suffer greater negative effects<br />
when invasions do occur (OMNR, 2011).<br />
• Don’t move firewood. Many areas in Ontario have been put<br />
under various quarantines that restrict the movement of<br />
firewood and other wood products because they can harbour<br />
insects and pathogens. Check with the CFIA for quarantines<br />
in effect in your area (CFIA, 2012a).<br />
• Maintain a healthy woodlot. Perform thinning activities when<br />
required to help decrease both interspecifc and intraspecific<br />
competition around high value trees, thereby promoting<br />
vigorous tree growth. Pruning high-value trees to remove<br />
dead or damaged branches may also decrease pathogen<br />
infections (Ostry et al. 1996).<br />
• Avoid damaging trees during woodlot management activities.<br />
Wounds in the bark increase the chances of pathogen<br />
infection or insect establishment (Ostry et al. 1996).<br />
• Inspect and clean any vehicles, camping equipment, boats or<br />
other objects that may harbour invasive insects, especially<br />
when moving through quarantine zones (CFIA, 2011a).
INVASIVE SPECIES MANAGEMENT: AN OVERVIEW 2.0<br />
2.2<br />
early detection and rapid response<br />
Although a prevention plan is considered an effective<br />
management approach, these are not always foolproof and<br />
it is best to have a backup plan in place (Clout & Williams,<br />
2009). Early detection is the identification of newly established<br />
invasive species at the initial stage of invasion. <strong>Invasive</strong><br />
species may be eradicated and are clearly easier to control in<br />
these early stages. The larger a population is the greater the<br />
amount of labour and money required for its management<br />
(O’Neil et al. 2007). As such, management actions should<br />
occur promptly after detection to save money and minimize<br />
damage to the woodlot (NCC, 2007).<br />
Monitoring is the key to early detection. A monitoring<br />
program is essential and can be carried out by managers,<br />
friends, family members or volunteers. It involves actively<br />
searching for invasive species in the woodlot. Be aware of<br />
invasive species present on adjoining properties because they<br />
can spread quickly (NCC, 2007). Once an invasive species is<br />
detected, implementing actions to immediately address the<br />
problem is highly recommended. Having a plan that outlines<br />
the management options for highly invasive and thus priority<br />
species will allow for quick and efficient control of new<br />
invasions (Grice, 2009).<br />
eArly detection techniques<br />
For invAsive PlAnts<br />
• Early detection is important to prevent the establishment<br />
of an invasive plant species population and the consequent<br />
creation of a large seed bank. Remember that it is much<br />
easier to control a few individuals than a large population<br />
(Drayton & Primack, 1999).<br />
• Learn how to properly identify priority invasive plant<br />
species. Become familiar with those species that are already<br />
present in your region (Strobl & Bland, 2000). Educate family,<br />
friends and employees on how to properly identify priority<br />
invasive species (Siegal & Donaldson, 2003).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
• Create a species inventory of the woodlot. Many managers<br />
may already have tree species inventories as part of their<br />
woodlot management plan. These inventories should also<br />
include understory species. Create a basic map of the different<br />
species present in the woodlot. With that, if any new species<br />
appears, it can be more readily detected. These measures will<br />
decrease the likelihood of missing new invasions (Miller et<br />
al. 2010).<br />
• Organize a monitoring program for invasive species.<br />
Monitoring activities should occur as frequently as possible<br />
and at least once during the spring, summer and fall (Miller<br />
et al. 2010). Pay particular attention to high risk areas such<br />
as forest edges, trails, roadways, flood water paths and<br />
disturbed areas. These are the pathways through which<br />
seeds can more easily disperse (Drayton & Primack, 1999).<br />
eArly detection techniques For<br />
invAsive insects And PAthoGens<br />
• Visual surveys and monitoring activities are important in<br />
the detection of invasive insects and pathogens in the early<br />
stages of invasion. Knowing what to look for is crucial.<br />
<strong>Invasive</strong> insects and pathogens usually leave visible signs of<br />
their presence in host trees (Cappaert et al. 2005).<br />
• Check for signs of insect infestation or disease symptoms on<br />
host trees. Do not limit monitoring to the more valuable trees<br />
because many insects and pathogens will attack weakened or<br />
dying trees first (Seybold et al. 2008).<br />
• Monitor host trees at various heights within the forest<br />
structure. Do not limit searches to what can be seen at eye<br />
level. Remember to pay attention to both the main stem and<br />
branches within the canopy (Turgeon et al. 2010).<br />
• Look for multiple signs of invasion to help properly identify<br />
the causative agent. The signs and symptoms of harmful<br />
invasive species can easily be mistaken for those of less<br />
harmful native species and vice-versa. Symptoms caused by<br />
various environmental stresses may also be mistaken for<br />
invasions (Turgeon et al. 2010).
INVASIVE SPECIES MANAGEMENT: AN OVERVIEW 2.0<br />
2.3<br />
Management and control options<br />
Management and control options for invasive species that<br />
affect hardwood stands should be based on maintaining a<br />
healthy forest. A healthy forest will provide the economic<br />
and aesthetic benefits desired by managers (Havinga, 2000).<br />
Effective management involves planning a strategy and having<br />
the ability to provide a certain level of commitment, effort and<br />
money (Clout & Williams, 2009; Holcombe & Stohlgren, 2009).<br />
The following sections outline the three methods of invasive<br />
species control, including physical, chemical and biological<br />
control. Physical control consists of a person mechanically<br />
removing or destroying the invasive species with the use of<br />
hands or tools. Chemical control consists of using pesticides.<br />
Biological control consists of releasing living organisms that<br />
feed upon, parasitize or infect the unwanted species. When using<br />
chemical control an integrated approach to invasive species<br />
management should always be used. Integrated management<br />
requires thorough knowledge of the invasive species. All<br />
options including both mechanical and chemical control should<br />
be considered, taking into consideration all of the potential<br />
environmental and social risks, before a management strategy<br />
is implemented. Forest managers and woodlot owners should<br />
choose methods that are well aligned with their objectives and<br />
goals for the present and future use of the woodlot.<br />
2.3.1<br />
Physical control<br />
There are several ways of physically controlling invasive plants<br />
in a hardwood stand. They include hand-pulling, excavation,<br />
flower-head removal, cutting, mulching, solarization and using<br />
a directed flame. Hand-pulling consists of physically pulling<br />
whole plants, including the root system, out of the ground<br />
(Fig. 3). This is easiest when the soil is wet. Hand-pulling can<br />
be labour intensive and may not be appropriate for very large<br />
invasive species populations. The method is appropriate for<br />
herbaceous plants that do not easily break from the root and<br />
for small saplings of woody plants (Holt, 2009). Care should<br />
be taken while hand-pulling invasive vines to ensure that<br />
the extensive rooting system is completely removed from the<br />
soil. Minimize soil or other disturbance to native vegetation.<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Figure 3: Removing invasive plants by hand 1 (left) and with a weed wrench 1 (right).<br />
It is always important to protect yourself by wearing gloves,<br />
long-sleeved shirts, pants and appropriate footwear. For larger<br />
shrubs and small trees tools such as weed wrenches may be<br />
required to pry the roots from the soil (Miller et al. 2010).<br />
Excavation involves using spades or shovels to remove the whole<br />
root system. It is only appropriate for very small populations<br />
because it is very labour intensive and causes a high degree<br />
of soil disturbance (Miller et al. 2010). Excavation can be an<br />
effective method of control for plants that break off easily from<br />
their roots such as dog-strangling vine (Vincetoxicum spp.; see<br />
section 5.1.10).<br />
The purpose of flower-head removal is to prevent seed<br />
production. However, since it is very difficult to ensure that all<br />
flowers are removed throughout the season, this method should<br />
only be used to reduce seed production. Flower-head removal<br />
may be appropriate in sensitive areas where soil disturbance or<br />
chemical applications are restricted (Frey et al. 2005).<br />
Cutting can be done using weed whackers, scythes and lawn<br />
mowers. The objective is to cut the stems as close to the ground<br />
as possible. Cutting may not kill a plant but it can reduce seed<br />
production. Cutting right after flowering is most efficient<br />
because the plant already spent a significant amount of energy<br />
in the production of flowers. This method generally needs to be<br />
applied several times throughout the season to prevent any late<br />
seedpod development. Cutting is appropriate for plants that<br />
rely on seeds for dispersal (Holt, 2009).<br />
Mulching involves covering the area requiring control with<br />
materials such as straw, sawdust or mulched wood and bark.<br />
This effectively prevents light from reaching germinating<br />
seedlings. Solarization consists of covering the area with black<br />
plastic. This generates high temperatures that destroy the soil’s<br />
seed bank (Holt, 2009)(Fig. 4).<br />
Directed flame can be an effective treatment for some trees<br />
and shrubs. It involves applying a directed flame to the base of
INVASIVE SPECIES MANAGEMENT: AN OVERVIEW 2.0<br />
Figure 4: Mulching 1 (left) and solarization 1 (right) management techniques.<br />
the stem using a propane torch. The flame should be applied<br />
until the base is completely burnt. Several treatments may be<br />
necessary to kill the invasive plant. This method should only be<br />
used when the forest floor is wet or damp to decrease the risk<br />
of fire (Ward et al. 2009; Ward et al. 2010).<br />
2.3.2<br />
chemical control<br />
The use of pesticides in Ontario is highly regulated. The<br />
Ontario Pesticides Act provides a legal framework for managing<br />
pesticides that is enforced by the MOE. Pesticides must be<br />
registered and classified in Ontario. Using an unregistered<br />
or homemade pesticide is illegal. It is also illegal to use a<br />
pesticide in any way other than that described by the pesticide<br />
product label (MOE, 2011). It should be noted that at the time of<br />
writing not all invasive species in this guidebook have labelled<br />
pesticides. Please consult with a licenced exterminator before<br />
attempting any chemical control methods. Refer to the PMRA,<br />
MOE and/or the OMNR for more information on pesticide use<br />
in Ontario.<br />
There are currently 11 classes of pesticides in Ontario (Table<br />
3). The regulations governing the Pesticides Act were recently<br />
rewritten to restrict the use of pesticides for cosmetic purposes.<br />
The purpose of the ban is to reduce public exposure to pesticides<br />
by preventing their use for aesthetic purposes on residential<br />
properties and in cemeteries, parks and school yards. Class 5<br />
or 6 products containing class 11 ingredients are considered<br />
lower risk pesticides and biopesticides. These are the only<br />
pesticides that have not been banned for cosmetic uses. Some<br />
can be used for invasive species control in hardwood stands<br />
as long as they are being used according to the product label<br />
(MOE, 2011).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Table 3: Ontario pesticide classification (MOE © Queen’s Printer for Ontario, 2011).<br />
Class Description Details<br />
1 Products intended for<br />
manufacturing purposes.<br />
2 Restricted or commercial<br />
products.<br />
3 Restricted or commercial<br />
products.<br />
4 Restricted or commercial<br />
products.<br />
5 Domestic products intended<br />
for household use.<br />
6 Domestic products intended<br />
for household use.<br />
7 Controlled sale products<br />
(domestic or restricted).<br />
8 Domestic products that are<br />
banned for sale and use.<br />
9 Pesticides are ingredients in<br />
products for use only under<br />
exceptions to the ban.<br />
10 Pesticides are ingredients in<br />
products for the poisonous<br />
plant exception.<br />
11 Pesticides are ingredients in<br />
products for cosmetic uses<br />
under the ban.<br />
Manufacturing concentrates used in the manufacture of a<br />
pesticide product.<br />
Very hazardous commercial or restricted pesticides that continue<br />
to be used under an exception to the ban (i.e. agriculture, forestry,<br />
golf courses).<br />
Moderately hazardous commercial or restricted pesticides that<br />
continue to be used under an exception to the ban (i.e. agriculture,<br />
forestry, golf courses).<br />
Less or least hazardous commercial or restricted pesticides that<br />
continue to be used under an exception to the ban (i.e. agriculture,<br />
forestry, golf courses).<br />
Less hazardous domestic pesticides that can be used by<br />
homeowners and include biopesticides and certain lower risk<br />
pesticides allowed for cosmetic purposes.<br />
Least hazardous domestic pesticides that can be used by<br />
homeowners and include biopesticides and certain lower risk<br />
pesticides allowed for cosmetic purposes.<br />
Includes controlled sales domestic pesticides with cosmetic and<br />
non-cosmetic uses. Products are only allowed to be used for noncosmetic<br />
purposes.<br />
Banned domestic products.<br />
Pesticide ingredients that are banned for cosmetic use. Products<br />
containing these ingredients may still be used for exceptions to<br />
the ban.<br />
Ingredients contained in pesticide products allowed for use under<br />
the public health or safety exception. These are only ingredients<br />
that may be used to control plants that are poisonous to the touch<br />
under the public health or safety exception.<br />
Ingredients contained in pesticide products that are biopesticides<br />
or contain lower risk pesticides.
Table 4: Exceptions to the Ontario Pesticide Ban (MOE © Queen’s Printer for Ontario, 2011).<br />
Exception Applicable circumstances Reasons for exception<br />
Forestry Treed areas larger than 1 ha. To protect trees from pests and to control<br />
competing vegetation.<br />
Arboriculture Upon written recommendation by a<br />
certified arborist or registered forester.<br />
Natural<br />
resources<br />
INVASIVE SPECIES MANAGEMENT: AN OVERVIEW 2.0<br />
In areas where an invasive species is widespread or causing<br />
a high degree of harm, a class 9 pesticide may be required.<br />
There are several exceptions to the ban that allow other classes<br />
of pesticides (e.g., class 9). Relevant exceptions pertaining<br />
to invasive species in hardwood stands include forestry,<br />
arboriculture, natural resources and agriculture (Table 4).<br />
Upon MNR approval. Only relevant when<br />
no other exception applies.<br />
To protect tree health.<br />
To control an invasive species that can pose<br />
a threat to human health, the environment<br />
or the economy.<br />
Agriculture Uses related to agriculture by a farmer. To protect agricultural operations.<br />
Pesticides are often used to manage insect pests and pathogens<br />
affecting trees or to control competing vegetation. Class 9<br />
pesticides can be applied if a hardwood stand is being used for<br />
forestry activities and if the stand is greater than 1 ha. Under<br />
the forestry exception, class 9 pesticides can only be applied by<br />
a person who holds a forestry exterminator licence. Landowners<br />
may apply for this licence or they may choose to hire a licenced<br />
exterminator (MOE, 2011).<br />
If landowners are concerned about a particular tree in their<br />
woodlot, and if the woodlot is smaller than 1 ha or not being<br />
used for forestry, they may seek out the help of a tree care<br />
professional (i.e., a certified arborist or registered forester). If<br />
the tree care professional determines that the tree is at risk<br />
unless a pesticide is used he/she may write a letter stating their<br />
recommendation. The letter will allow the landowner to apply<br />
a class 5, 6, or 7 product containing a class 9 ingredient to the<br />
tree. A landscape licenced exterminator can be hired to either<br />
apply those pesticides or use a class 2, 3, or 4 product (MOE,<br />
2011).<br />
In natural areas where the forestry exception does not apply<br />
(e.g., hardwood stands greater than 1 ha that are not being used<br />
for forestry activities), a natural resources exception may apply.<br />
Products containing class 9 ingredients may be used for the<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
purpose of protecting a native species or its habitat, protecting<br />
a rare ecosystem or parts thereof, or to control an invasive<br />
species. Woodlot owners must complete a written application at<br />
their local MNR office to receive approval before commencing<br />
chemical control (OMNR, 2010a).<br />
Woodlot owners who also maintain an agricultural operation<br />
may use their agriculture class licence. However, these woodlots<br />
must be associated in some way with the agricultural operation<br />
in order for the licence to apply. Otherwise a forestry licence<br />
will be needed to use class 9 pesticides for management in<br />
the woodlot. Producing crops for use primarily by the owner’s<br />
household is not considered an agricultural operation (MOE,<br />
2011).<br />
herBicide APPlicAtion<br />
techniques For licenced<br />
Forestry exterMinAtors<br />
FoliAr sPrAy<br />
The foliar spray technique is appropriate for use on herbaceous<br />
and woody invasive plants. Herbicides are applied directly to the<br />
foliage using a backpack sprayer or a spray bottle. Herbicides<br />
should completely cover any new growth on woody plants and<br />
all the foliage on herbaceous plants. Exterminators should<br />
completely cover the leaf surface with the herbicide while being<br />
careful to prevent any runoff. In areas where invasive plants<br />
intermingle with desirable vegetation a handheld wick or roller<br />
can be used to directly apply the herbicide to the foliage. This<br />
eliminates the chance of accidentally spraying the desirable<br />
vegetation (Miller et al. 2010). The foliar spray technique<br />
can only be used when leaves are present, thereby limiting<br />
management to a seasonal timeframe. On the other hand, foliar<br />
sprays may be used on a variety of both woody and herbaceous<br />
plants. Therefore, areas with multiple invasive species can be<br />
treated simultaneously (Swearingen & Pannill, 2009).<br />
BAsAl BArk<br />
Basal bark application is appropriate for small diameter trees,<br />
shrubs and woody vines. Herbicides are applied to the lower<br />
portion of the stem using a spray bottle or backpack sprayer.<br />
Depending on the size of the invasive plant, a wide band is<br />
sprayed around the entire circumference of the stem. Herbicides<br />
should be applied abundantly so that the entire surface is
coated. Any exposed roots should also receive treatment. Other<br />
techniques such as streamline and thin line application involve<br />
applying herbicides in a thin band around the circumference<br />
of the stem. Streamline application uses diluted herbicides<br />
whereas thin line uses non-diluted herbicides appropriate for<br />
small diameter stems (Miller et al. 2010). Basal bark application<br />
works best in the late winter or early spring when most native<br />
plants are still dormant. The stem needs to be completely dry<br />
and free of ice and snow for the herbicide to work effectively<br />
(Swearingen & Pannill, 2009).<br />
steM injection<br />
Trees, shrubs and large woody vines can be treated using the<br />
stem injection technique. Cuts are made in the stem diagonally<br />
towards the ground creating a small crevice through which the<br />
herbicide is poured. These cuts should be made around the entire<br />
stem and placed approximately 2.5cm apart (Miller et al. 2010).<br />
A spray bottle can be used to fill the crevice with just enough<br />
herbicide to prevent dripping. Herbicides must be applied to<br />
the cuts immediately, before the plant begins sealing off the<br />
wounded area. Herbicide applicators are available in various<br />
forms. Blades, drills and injection systems can be purchased.<br />
These applicators cause wounds in the bark through which<br />
herbicides are inserted simultaneously (Swearingen & Pannill,<br />
2009). Caution should be taken when using stem injection<br />
techniques as some species may exude certain herbicides and<br />
translocation may affect neighbouring trees, thereby increasing<br />
the risk of non-target hardwood mortality (Lewis & McCarthy,<br />
2008).<br />
cut-stuMP<br />
INVASIVE SPECIES MANAGEMENT: AN OVERVIEW 2.0<br />
Some managers may decide to first cut and remove invasive<br />
trees, shrubs or woody vines from the forest stand. Although<br />
this method may be labour intensive and time consuming it<br />
may be practical in areas where large infestations make access<br />
to the woodlot difficult. Investing time and energy in areas<br />
with dense invasions will ultimately make future management<br />
easier (Swearingen & Pannill, 2009). After the above-ground<br />
portion of the stem is removed, herbicides can be applied<br />
directly to the stump using spray bottles, brushes, handheld<br />
wicks or rollers. Most herbicides should be applied immediately<br />
after cutting, and with any sawdust removed, to allow for<br />
optimal absorption. Large invasions may need to be divided<br />
into smaller units so that cutting and herbicide application<br />
can be accomplished on the same day. For stumps larger than<br />
7.5cm in diameter herbicides should be applied to wet the outer<br />
edge of the cut surface while the cut surface of smaller stumps<br />
should be completely covered (Miller et al. 2010).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
3.0<br />
A triBute to hArdwood Forests<br />
oF ontArio<br />
3.1<br />
timber harvest<br />
3.1.1<br />
ontario’s Forests<br />
Ontario has a total area of 107.6 million ha, of which 66% is<br />
forested. The majority of these forests, approximately 81%,<br />
is Crown land owned by the province (Fig. 5). A total of 27.1<br />
million ha fall within the Area of Undertaking (AOU) where<br />
forest management activities actively take place. The majority of<br />
privately owned forests occur in southern Ontario and account<br />
for approximately 10% of the forested land in Ontario. A total of<br />
9% are protected in parks and recreational areas (OMNR, 2012a).<br />
There are four forest regions in Ontario, including the deciduous<br />
forest, the Great Lakes-St. Lawrence forest, the boreal forest and<br />
the Hudson Bay lowlands (Fig. 6). The occurrence of these forest<br />
regions is due to a combination of differences in bedrock, soil<br />
type and climate (Armson, 2001).<br />
The deciduous forest region on the southern tip of Ontario is<br />
the most biologically diverse of the province’s forest regions. It<br />
is unique to Ontario, not being found anywhere else in Canada<br />
(Armson, 2001). Most was converted to agricultural land during<br />
European settlement. Today this area is highly populated and<br />
the majority of forested land occurs in scattered woodlots,<br />
parks and conservation areas (OMNR, 2012a).
Crown - Outside AOU<br />
Crown (AOU)<br />
Protected Area<br />
Private<br />
Federal/First Nations<br />
A TRIBUTE TO HARDWOOD FORESTS OF ONTARIO 3.0<br />
Figure 5: Land ownership classes in Ontario 64. Figure 6: Ontario’s forest regions 64.<br />
The Great Lakes-St. Lawrence forest comprises a mixture of<br />
hardwood and softwood species. It is the second largest forest<br />
region in Ontario and occurs in both populated and rural areas<br />
(OMNR, 2012a). Both the deciduous forest and Great Lakes-<br />
St. Lawrence forest regions occur within the Great Lakes-St.<br />
Lawrence lowlands, which is characterized by sedimentary<br />
rock, level topography and relatively fertile soils (Wake et al.<br />
1997).<br />
The boreal forest and Hudson Bay lowlands lie within the<br />
northern latitudes of Ontario. The boreal forest region comprises<br />
mainly softwood species. It is the largest forest region in the<br />
province, containing 58% of Ontario’s forested land (OMNR,<br />
2012a). The boreal coincides with much of the Canadian Shield<br />
where thin soils and pre-Cambrian rock prevail (Wake et al.<br />
1997). The Hudson Bay lowlands occur along the northern edge<br />
of Ontario. Spruce, tamarack, willow and birch dominate this<br />
forest region. Other prominent species are trembling aspen<br />
and balsam poplar (Armson, 2001). Areas of forested land are<br />
intermingled with large areas of open muskeg and the landscape<br />
is dotted with small ponds and lakes. This forest region occurs<br />
over sedimentary bedrock (OMNR, 2012a).<br />
Hudson Bay<br />
Lowlands<br />
Boreal Forest<br />
Great Lakes-St.<br />
Lawrence Forest<br />
Deciduous<br />
Forest<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
3.1.2<br />
history, economy and culture of<br />
timber harvest<br />
Historically, wood exports have played an important role in<br />
the Canadian economy. The wood trade in Ontario was a direct<br />
result of European demand. When the regular exports of wood<br />
from the Baltic region to Britain were compromised due to the<br />
Napoleonic wars, Britain was left in desperate need of wood<br />
for naval construction (Lower, 1933). As a result, demand<br />
for softwood timber more than doubled in the early 1800’s<br />
(Armson, 2001).<br />
The demand for wood products created a form of livelihood<br />
that allowed for the immigration of people to Upper Canada,<br />
now known as Ontario. British demand called for squared<br />
timber, which required logs to be cut on four sides. The method<br />
was wasteful, leaving behind 25 to 30% of the tree (Easterbrook<br />
& Aitken, 1988). However, square timber was in demand and<br />
accounted for over 50% of Canadian exports (Bothwell, 1986). As<br />
wood was slowly replaced by iron and steel in construction, the<br />
European demand for timber began to decrease. At this time,<br />
a new market was opening up with the United States where the<br />
demand for sawn logs was rising (Easterbrook & Aitken, 1988).<br />
Historically, softwoods were the major commodity of the timber<br />
trade. White pine was the most solicited species followed by<br />
red pine and white spruce. Hardwood from maple and oak was<br />
also desirable, albeit to a smaller extent than softwood (Lower,<br />
1933). Large, straight softwood trees were primarily targeted in<br />
forest stands since square timber greater than 20cm in width<br />
was in demand. As softwood species such as white pine became<br />
depleted, the industry shifted to hardwood exports; a result of<br />
a change in supply instead of demand (Armson, 2001).<br />
Today, timber products continue to be an important part of<br />
Ontario’s economy. Currently there are over 200 000 forestryrelated<br />
jobs in the province, many in communities dependant<br />
on the industry. In 2008, forestry products made $14 billion in<br />
revenue for Ontario; the majority coming from pulp and paper<br />
products (MNDM, 2011).
A TRIBUTE TO HARDWOOD FORESTS OF ONTARIO 3.0<br />
3.2<br />
Maple syrup Production<br />
3.2.1<br />
history<br />
the oriGins oF MAPle syruP<br />
The exact origin of maple syrup is unknown. European settlers<br />
like to claim the discovery; however, there is evidence for sugarmaking<br />
being long-established as part of the native traditions.<br />
The Algonquin word Sinzibuckwud (maple sugar) or the words<br />
Sisibaskwatattik (maple tree) and Sisbaskwat (sugar) of the Cree<br />
tribe have no similarities to the European settler’s language. It<br />
stands to reason that there would be some similarities if the<br />
settlers had crafted those terms (Nearing & Nearing, 1950). The<br />
Cree did adopt a word for the white sugar that settlers brought<br />
with them. The word Sukaw has been said to be an attempt at<br />
pronouncing either the English word ‘sugar’ or the French word<br />
‘sucre’ (Henshaw, 1890). There are also many early writings by<br />
settlers that mention the native people’s previous knowledge<br />
of tapping maple trees and making maple syrup. The Nearings<br />
(1950) point out an example found in a letter written by Robert<br />
J. Thornton which was published in London’s Philosophical<br />
Magazine, 1798:<br />
“I have enclosed some sugar of the first boiling got from the juice<br />
of the wounded maple…Twas sent from Canada, where the natives<br />
prepare it from said juice; eight pints yielding commonly a pound<br />
of sugar. The Indians have practiced it time out of mind…”<br />
(Thornton cited in Vogel, 1987).<br />
There are several native legends that relate to the discovery of<br />
maple syrup. One talks of a time when maple syrup ran thick<br />
and pure from maple trees. After discovering this, villagers got<br />
lazy and started spending their days drinking syrup instead<br />
of hunting and fishing. A mischief-maker, known by names<br />
such as Glooskap and Ne-naw-bo-zhoo, sees that the villagers<br />
are taking the syrup for granted. He fills the trees with water<br />
from the river so as to dilute the sap. From that day forward,<br />
villagers have been required to boil down the sap to enjoy the<br />
pure form of maple syrup (Chamberlain, 1891).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Another legend tells of a chief’s wife. The chief decides to go<br />
hunting for the day and grabs his tomahawk from the maple<br />
tree he had left it in the night before. Throughout the day sap<br />
leaks from the wound and collects in a basket that happens to<br />
be at the base of the tree. In a rush to get some water boiling<br />
for dinner, the chief’s wife grabs the bucket full of sap and<br />
proceeds to cook their evening meal. The food flavoured with<br />
maple was greatly enjoyed and the discovery shared with all<br />
(Lawrence & Martin, 1993).<br />
Ininatigs’s gift of sugar is another story. It tells of a family’s<br />
hardship during a long, cold winter. Food supplies had been<br />
depleted and the family was on the verge of starvation. From<br />
out of the forest comes a voice. It is the voice of Ininatig, the<br />
man tree. He tells the family to cut him and carefully collect<br />
the liquid flowing from his wounds. By boiling this liquid the<br />
family could make syrup and sugar that would sustain them<br />
and save their lives (Wittstock, 1993).<br />
The final legend involves a hungry hunter who is watching<br />
the antics of a red squirrel in a grove of maple trees. The<br />
squirrel seemed to be biting holes in the branches and eating<br />
the emerging sap. The hunter may have collected some sap<br />
and heated it, possibly multiple times, to sustain him through<br />
a period of hunger (Lawrence & Martin, 1993). A study by<br />
Heinrich (1992) shows that red squirrels (Tamiasciurus<br />
hudsonicus) ‘tap’ sugar maple trees. They bite on the branches<br />
creating small wounds. Observations show that red squirrels<br />
do not eat the sap right away but wait for some of the water to<br />
evaporate and concentrate the sugar. Perhaps the maple tree’s<br />
secret was discovered by someone who decided to try an icicle.<br />
The sap running from broken branches generally freezes to<br />
produce these icicles. During the freezing process, some water<br />
evaporates leaving a vaguely sweet taste (Hauser, 1998).<br />
the evolution oF MAPle syruP<br />
Production<br />
First Nation people used to tap maple trees by creating a<br />
V-shaped wound in the tree. A piece of wood or bark was placed<br />
at the bottom of the wound to allow the sap to flow away from<br />
the tree into a wooden container placed at the base (Lawrence<br />
& Martin, 1993). Birch bark containers or wooden pots were<br />
used for heating the sap. As these types of containers could<br />
not withstand fire, hot stones were dropped into the containers<br />
as a means of heating the sap. Stones were replaced as needed<br />
until the sap boiled down to the desired consistency. Another<br />
method used was freezing. Sap would be left overnight in<br />
shallow containers to freeze and the resulting layer of ice that
A TRIBUTE TO HARDWOOD FORESTS OF ONTARIO 3.0<br />
formed on top would be taken away, leaving the concentrated<br />
syrup underneath (Nearing & Nearing, 1950).<br />
The iron kettle came with the arrival of European settlers<br />
(Fig. 7). These kettles greatly increased the quality and quantity<br />
of sap that could be produced (Whitney & Upmeyer, 2004). The<br />
use of multiple kettles was eventually adopted for boiling sap.<br />
As the sap achieved a desired consistency it could be transferred<br />
to the next kettle and so forth until it reached a finished state.<br />
This method helped to prevent burning and off-setting the<br />
flavour of the syrup (Nearing & Nearing, 1950).<br />
Trees continued to be tapped with the traditional V-shaped slash<br />
for up to 80 years after the arrival of European settlers. The<br />
creation of these large wounds would significantly harm the tree<br />
and usually decrease its sap producing capacity considerably<br />
(Whitney & Upmeyer, 2004). Augers eventually replaced the<br />
use of axes to bore less harmful holes in the trees. Although<br />
techniques such as cutting branches and roots to collect sap<br />
were attempted, the trunks have remained the traditional<br />
location for tapping. Buckets were eventually attached to trees<br />
as a means to prevent high winds from blowing the dripping<br />
sap out of the buckets’ range (Nearing & Nearing, 1950) (Fig. 8).<br />
Figure 7: Kettles for boiling sap 3.<br />
Figure 8: A bucket for collecting sap 2.<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Collection and transportation of sap was labour intensive. Sugar<br />
shacks were virtually non-existent and most boiling occurred<br />
out in the sugar bush. Most maple syrup producers would<br />
plan to spend the entire season out in their sugar bush. Small<br />
shelters would occasionally be constructed to protect the fire<br />
and boiling sap from the elements (Fig. 9). A central fire would<br />
be constructed and sap transported by hand or with horse and<br />
sleigh to this central location (Nearing & Nearing, 1950).<br />
Figure 9: A sugar shack at night 2.<br />
Modern MAPle syruP Production<br />
Maple syrup producers in Ontario must meet the requirements<br />
of Regulation 386 of the Farm Products Grades and Sales Act<br />
if they are going to sell their products locally. To sell outside<br />
of Ontario, producers must comply with the Maple Products<br />
Regulations found in the Canada Agricultural Act (Chapeskie<br />
& Hendersen, 2007). The CFIA is the governing body for maple<br />
syrup production. This agency is responsible for ensuring that<br />
maple syrup producers make and sell both a safe and high<br />
quality product.<br />
The quality of maple syrup in Ontario is governed by a threetier<br />
grading system which is based on colour and taste. The<br />
first grade, Canada No. 1, describes a category of syrup ranging
A TRIBUTE TO HARDWOOD FORESTS OF ONTARIO 3.0<br />
in colour from extra light to medium (Heiligmann et al. 2006).<br />
This grade of maple syrup has a mild flavour and is often used<br />
as a condiment. Syrup that gets a Canada No. 2 grade has an<br />
amber colour class. It is often used in cooking due to its strong<br />
flavour (Chapeskie & Hendersen, 2007). Canada No. 3 is a dark<br />
syrup and the maple flavour may be off-set by a caramel or<br />
sappy taste. Only pure maple syrup, with a sugar content of at<br />
least 66%, can be graded in Canada (Heiligmann et al. 2006).<br />
A product’s colour class is assigned depending on the amount<br />
of light that can pass through it. The grade is given according<br />
to flavour. Commonly lighter syrups have a very mild taste<br />
whereas darker syrups have a strong candied flavour.<br />
Soil characteristics, timing and handling all contribute to<br />
differences in colour and taste among syrups. Most producers<br />
agree that sap collected earlier in the season will produce a<br />
higher quality product lighter in colour and milder in flavour<br />
compared to that made from sap collected later in the season<br />
(Hortvet, 1904).<br />
Today there is a wide variety of technology to help alleviate the<br />
work and cost associated with maple syrup production while<br />
ensuring a high quality product. Plastic tubing has greatly<br />
decreased labour costs required for transporting sap from<br />
trees to the holding tank (Lawrence & Martin, 1993) (Fig. 10). Sap<br />
can move through the tubing by gravity or it can be pumped<br />
through. Vacuum pumps were adopted as a means of increasing<br />
sap production during times of imperfect weather conditions<br />
when sap flow is slow (Coons, 1992). Some producers continue<br />
to use buckets for sap collection but usually only those with<br />
small operations. Buckets must be collected daily to prevent<br />
microbial growth and labourers are generally friends or family<br />
members (Lawrence & Martin, 1993).<br />
Figure 10: Sap lines 1 (left) and buckets 3 (right).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
The adoption of sheet metal was a turning point in the history<br />
of maple syrup production. Metal replaced wooden spouts<br />
and pails. The use of large flat-bottomed pans replaced the<br />
old iron kettles. After much experimenting with these pans<br />
a primitive evaporator began to emerge (Lawrence & Martin,<br />
1993). The modern-day evaporator is essentially a large, twochambered<br />
pan (Fig. 11). The first chamber has a ridged bottom<br />
that maximizes the surface area for heating sap quickly and<br />
efficiently. Sap is directed through the chamber in a serpentine<br />
pattern. The final chamber has a flat bottom to prevent the<br />
sap from burning. When the syrup has reached the desired<br />
consistency it is passed through a filter and left to cool. Reverse<br />
osmosis machines were adapted to help concentrate the sap<br />
before boiling. These machines helped to reduce boiling time,<br />
thereby saving on energy costs associated with the long hours<br />
required for syrup production. They separate water from the<br />
soluble sugars found in maple sap through a membrane and by<br />
working on a pressure gradient (Heiligmann et al. 2006).<br />
Figure 11: Evolution of flat-bottomed pans 2 to modern day evaporators 3.<br />
3.2.2<br />
economic and cultural<br />
significance<br />
econoMic vAlue<br />
Maple syrup is only produced in Canada and the northern part<br />
of the United States. This is due to the relationship between sap<br />
flow and weather conditions. Canada is the leading producer of<br />
maple syrup with the majority of production coming from four<br />
provinces: Quebec, Ontario, New Brunswick and Nova Scotia.<br />
Ontario has approximately 2600 maple syrup producers (Leuty,<br />
2009).
A TRIBUTE TO HARDWOOD FORESTS OF ONTARIO 3.0<br />
Ideal weather conditions in 2009 resulted in a record year for<br />
the maple syrup industry, with a total revenue of $353.8 million<br />
in Canada. Of this amount Ontario contributed $25.6 million. In<br />
2008, Canada totaled $211.9 million with Ontario contributing<br />
$15.4 million (Statistics Canada, 2009).<br />
The ability to produce maple sugar was of great value to the<br />
early settlers. It was too costly to import sugar and many<br />
families had to do without. The timing of the sap run was<br />
ideal for the farmer because it would not overlap with the crop<br />
growing season. Time could be spent collecting and boiling<br />
large amounts of sap for syrup and sugar production. After<br />
enough product was made and set aside for family use the rest<br />
could be sold for a profit (Whitney & Upmeyer, 2004).<br />
Maple syrup production is not the necessity it once was for<br />
settlers. However, it is still an important product in Ontario.<br />
The economic value of maple syrup production benefits rural<br />
communities. It allows rural families to create an income and<br />
it contributes to tourism. Indeed, maple syrup is embedded<br />
in the image of Canada and represents a major asset for<br />
branding the country’s tourism, food and agricultural sectors<br />
internationally. A trip to the sugar shack in the spring is a<br />
long-standing tradition in many families. The rustic feel of a<br />
traditionally run sugaring operation is a major attraction to<br />
the tourist (Hinrichs, 1995). From the viewpoint of a producer,<br />
making maple syrup allows one to make use of the land while<br />
developing a rural livelihood (Hinrichs, 1998).<br />
heritAGe vAlue<br />
The maple leaf is meaningful for Canadians as individuals<br />
(Fig. 12). The maple leaf appears not only on the National<br />
Flag of Canada but also on the Canadian penny and on both<br />
the Ontario and Quebec coat of arms. In 1996 the maple tree<br />
officially became Canada’s national arboreal emblem. It is no<br />
wonder that Canadians hold a sentimental place for the maple<br />
tree and its products when its leaf holds such an integral part<br />
of the country’s identity (DCH, 2008).<br />
Maple syrup production is a traditional part of Canada’s heritage<br />
(Fig. 13). It is one of the earliest agricultural activities to exist<br />
in Ontario (Coons, 1992). It is associated with festivities, renews<br />
family bonds and brings communities together. The sugar<br />
season occurs in the spring and represents a time of renewal, a<br />
time to leave behind the feelings of isolation that a cold winter<br />
can create and a time of gathering to renew friendships. Perhaps<br />
it is the fact that syrup operations were, and still commonly<br />
are, family run businesses that lends romance to the industry.<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Figure 12: A national emblem 3.<br />
Running a sugar bush represents a lifestyle that many long to<br />
experience – even if only for a day at the sugar shack (Whitney<br />
& Upmeyer, 2004).<br />
Many maple syrup producers in Ontario sell their product<br />
directly to the consumer. In today’s society, maple syrup is no<br />
longer the sole source of sugar in a household. It is considered<br />
a luxury item. Buying syrup directly from the vendor holds an<br />
appeal. It allows one to briefly connect with the past and celebrate<br />
the Canadian heritage. Many operators tend to shy away from<br />
an overabundance of new technology. They want to keep their<br />
operations looking traditional because it attracts customers<br />
who want to experience their rural heritage (Hinrichs, 1995).<br />
Figure 13: Creating family traditions 2.
4.0<br />
woodlot MAnAGeMent<br />
Managing a hardwood stand has many benefits for the landowner<br />
or woodlot manager. Whether the goal is to manage for timber<br />
harvest, maple syrup production or nature conservation, it is<br />
important to become familiar with the age of the forest and<br />
species composition. This can be done by completing a forest<br />
inventory. Forest inventories can be done by the landowner or<br />
by a hired consultant. The following two sections outline some<br />
basic management concepts depending on whether the goal of<br />
the woodlot is for timber harvest or maple syrup production.<br />
Managing a woodlot helps to keep the forest healthy. In turn, a<br />
healthy forest is generally less susceptible to invasion by exotic<br />
plants, insects and disease (Hilts & Mitchell, 1999).<br />
4.1<br />
Management for timber harvest<br />
Written by Fraser Smith, M.Sc., Forestry, Ontario Federation of Anglers and Hunters<br />
Stand structure describes the distribution of tree ages and<br />
size classes within a forest stand (Chapeskie et al. 2006). Stand<br />
structure helps to determine what has occurred in a stand<br />
previously, and what silvicultural actions should take place<br />
to best manage the forest for optimal health and long-term<br />
productivity. Broadly, there are two major categories of stand<br />
structure: even-aged and uneven-aged. Even-aged forests are<br />
composed of trees that are all similar in age, usually all within<br />
10 years. Even-aged forests often experience stand-replacing<br />
4.0<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
disturbance patterns such as fires, after which most trees<br />
regenerate. This forest type is more typical of softwood stands,<br />
but can also be seen in the sun-loving pioneer species such as<br />
aspen (Populus spp.) and birch (Betula spp.). Managers of evenaged<br />
forests strive to open the canopy to allow sufficient light to<br />
reach these shade intolerant species and promote regeneration<br />
(Lane, 2007).<br />
Uneven-aged forests have a broad range of size classes and ages.<br />
Generally, these forests are prone to small-scale disturbance<br />
patterns that affect individual or small groups of trees. They<br />
are composed of shade-tolerant or mid-tolerant species that<br />
regenerate in heavy or partial shade. Ideally, these forests have<br />
a large number of juvenile trees, a medium amount of middlesized<br />
trees, and a small number of very large, old trees. This<br />
age distribution is characterized by a decreasing number of<br />
stems with increasing age and size. It fosters the development<br />
of vigorous young saplings that compete for light and grow<br />
straight and tall (Lane, 2007).<br />
Selection harvesting is a management system where individual<br />
trees or small groups of trees are cut in intervals of 8 to 20<br />
years. Selection management is designed to mimic the small,<br />
frequent disturbances such as wind, ice storms, lightning,<br />
and disease that are characteristic of the hardwood forests<br />
of southern Ontario (Burke et al. 2011). Each cut may harvest<br />
up to one third of the stand while maintaining a largely intact<br />
canopy that promotes regeneration of tolerant to mid-tolerant<br />
species. The aim of selection harvest is to maintain an unevenaged<br />
stand with a diverse range of species and stand structure.<br />
This range of species and structure is most appropriate for<br />
mid-tolerant hardwood stands and promotes stand health while<br />
maintaining productivity (Lane, 2007).<br />
The shelterwood system describes a management approach<br />
where a mature forest is harvested in two or more passes over<br />
a period of 5 to 60 years (Burke et al. 2011). Each of these cuts<br />
or “thinning” passes aims to carefully open up the canopy<br />
of mature trees and provide the increased space and light in<br />
the understory for natural regeneration of mid-tolerant trees<br />
to thrive (OMNR, 2004). The shelterwood system mimics<br />
disturbance patterns that affect only part of a stand such as<br />
ground fires, insects, and disease. The shelterwood system is<br />
most appropriate for species adapted to those disturbances<br />
such as white pine (Pinus strobus), white spruce (Picea glauca)<br />
and red oak (Quercus rubra). First, a preparatory cut thins the<br />
stand but leaves large vigorous trees with the ability to produce<br />
a large productive crown. Next, roughly 20 years after the<br />
preparatory cut, the regeneration cut removes approximately<br />
half of the originally retained trees. This cut allows light to<br />
reach the forest floor and for seedling regeneration to increase.<br />
Once regeneration has reached an appropriate level (usually 3<br />
to 15 years later), one or two removal cuts are performed to
WOODLOT MANAGEMENT 4.0<br />
harvest some of the remaining mature trees. This gives the<br />
now established saplings full sunlight and encourages vigorous<br />
growth (Burke et al. 2011).<br />
The shelterwood system is most often applied in white pine<br />
forests, however it is sometimes applied in tolerant hardwood<br />
forests to promote turnover from a heavily degraded site. While<br />
the shelterwood system is considered even-aged, there are<br />
generally two to three distinct age classes growing together.<br />
These distinct age classes, or cohorts, represent those trees<br />
established during one of the thinning cuts and are intended<br />
to follow those natural disturbance patterns found in these<br />
stands. The shelterwood system should only be carried out<br />
using an appropriate prescription and employing a certified<br />
tree marker (OMNR, 2004).<br />
The clearcut system describes an intensive management<br />
strategy where the majority of a stand of mature trees is<br />
harvested in one pass and forest regeneration is initiated in a<br />
short time-frame. This system is suited to those areas where<br />
the most common disturbance patterns are stand-replacing<br />
such as fire, flood, and large windstorms. The dominant tree<br />
species in Ontario’s boreal forest, such as black spruce (Picea<br />
mariana), Jack pine (Pinus banksiana), and aspen (Populus spp.),<br />
regenerate best under the open conditions created by these<br />
disturbances. Since these species require full sunlight without<br />
competing shade, the clearcut system is designed to emulate<br />
these natural disturbance patterns and facilitate rapid stand<br />
renewal. If these stands were to be harvested using a selection<br />
or shelterwood system, the structure and species composition<br />
of this forest would be fundamentally altered from the original<br />
forest. This in turn would lead to cascading effects for the<br />
ecology of the area, including wildlife that depend on these<br />
stands and their natural replacement. In Ontario, clearcut<br />
systems never remove all trees on a site. Mature trees are left<br />
either scattered individually across the site (called clearcut<br />
with seed trees) or in small patches (aggregated structural<br />
retention). Regeneration of these sites can be either natural or<br />
through planting (Burke et al. 2011).<br />
Whatever reason a landowner has for harvesting their woodlot,<br />
keeping site damage to a minimum should always be a primary<br />
goal. Site damage from harvest activities can include residual tree<br />
injury, soil compaction and rutting, and introductions of exotic<br />
invasive plant species that can have lasting implications for the<br />
future of the stand. Keep in mind that disturbance intensity<br />
appears to be positively correlated with a forest’s susceptibility<br />
to the establishment and spread of invasive species (Bell &<br />
Newmaster, 2002). To avoid harvest-related damage, all woodlot<br />
operations should adhere to careful logging practices. For a<br />
complete guide to minimizing harvest damage, the Ontario<br />
Woodlot Association has produced “A Landowner’s Guide to<br />
Careful Logging” (Byford, 2009) which provides landowners<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
with sound advice as they make decisions to protect the health<br />
and integrity of their woodlots. Landowners planning harvest<br />
operations should also be aware of the potential for invasive<br />
species introductions. <strong>Invasive</strong> species can be accidentally<br />
transported as seeds, plant fragments or in soil on recreational<br />
or harvest equipment. Every attempt should be made to clean<br />
equipment before transport, minimize soil disturbance, and<br />
follow careful logging practices.<br />
4.2<br />
sugar Bush Management<br />
Management helps to increase the health and productivity of a<br />
sugar bush. Trees in a forest are in constant competition with<br />
one another for light, space, water and nutrients. This creates<br />
stress on maple trees and does not allow for optimum growth.<br />
For example, trees that are in competition for light will put<br />
more energy into growing tall so as to reach the canopy. As a<br />
consequence, these trees remain small in diameter and have<br />
less potential for reaching an adequate size to be useful for<br />
sap collection (Richardson, 2003). Trees with large crowns are<br />
desired because they produce a larger quantity of sweet (i.e.,<br />
more concentrated) sap as compared to maples with small<br />
crowns. Crown development in sugar maples is a function of<br />
space and light availability (Chapeskie et al. 2006). Management<br />
allows for improved growth of sugar maple crowns through<br />
thinning procedures. Certain trees are harvested from the<br />
sugar bush to ensure that adequate resources are available for<br />
crop trees, which will grow both faster and larger. Trees with<br />
larger diameters will also produce more sap because they can<br />
withstand a greater number of taps (Coons, 1992). Management<br />
enables a maple syrup producer to tap a higher number of trees<br />
in a smaller amount of time (Richardson, 2003).<br />
Management depends on the size and age class of the forest.<br />
A smaller forest with 300 taps is managed differently than a<br />
forest with 10 000 taps. Thinning a small sugar bush must<br />
be carried out very carefully. If too many trees are removed<br />
the sugar bush will lose taps and decrease in productivity.<br />
Likewise, an even-aged forest would be managed differently<br />
than a forest containing a variety of age classes. In a sugar<br />
bush where all the trees are roughly the same age, regeneration<br />
is a primary concern since there will be no new trees to replace<br />
the old ones for quite some time. A sugar bush containing trees<br />
of a variety of ages is generally thought to be ideal because<br />
there will always be younger trees available to replace the old<br />
(Richardson, 2003).
WOODLOT MANAGEMENT 4.0<br />
The goal of sugar bush management should be to sustain a<br />
healthy forest while keeping the future in mind. Focusing only<br />
on today’s sap production could shorten the life of a sugar<br />
bush considerably. Thus, one main component of management<br />
is regeneration. Maple trees are long-living but they will not<br />
produce an adequate amount of sap consistently and across the<br />
entire life span of a tree. New trees will eventually be required<br />
to replace the old. One problem with regeneration has to do<br />
with the amount of time it takes for a sugar maple to reach<br />
a size where it can be tapped. Seedlings in the understory<br />
require a certain amount of space and sunlight to grow. Thus,<br />
management practices should consider the undergrowth<br />
(Coons, 1992).<br />
There is an ongoing debate as to whether diversity or<br />
monoculture is the better management strategy for a healthy<br />
sugar bush. In the past, managers have been advised to harvest<br />
all species, other than maple, in the sugar bush. This strategy<br />
would free up more space for maple trees to grow and create<br />
a good environment for sugar maple saplings to take hold.<br />
Managers are now being advised that a diversity of species<br />
makes a healthier sugar bush because monocultures are more<br />
susceptible to insect outbreaks and disease. Managers must<br />
decide: by allowing the growth of other species there will be less<br />
crop trees in the forest and the production may be smaller than<br />
in a monoculture. On the other hand, going with a monoculture<br />
increases the risk of insect and disease outbreaks (Lawrence &<br />
Martin, 1993).<br />
There are many benefits associated with maintaining a diversity<br />
of trees in a sugar bush. Biodiversity enhances a range of<br />
ecological functions within a forest. It creates wildlife habitat<br />
that can support predators of sugar maple pests. Some sites<br />
within the sugar bush may not be suitable for maple growth.<br />
By allowing other species to grow in these areas there is the<br />
added benefit of a periodic timber harvest. Wood can be sold<br />
for a profit or used to fuel the evaporators. A diverse forest has<br />
also been known to be more resistant and resilient to insect<br />
outbreaks (Chapeskie et al, 2006).<br />
Management generally includes a forest inventory and a<br />
management plan. A forest inventory includes a list of species,<br />
age and diameter of individual trees, and the overall number of<br />
trees (OMNR, 2006). The relative abundances of tree species are<br />
recorded, allowing the manager to determine what proportion<br />
of the forest comprises maple and the general biodiversity of<br />
the area. Tree diameter and overall health are recorded for<br />
individual species greater than 10cm in diameter. Density<br />
and basal area are obtained to determine whether thinning is<br />
required to reduce the amount of competition around maple<br />
trees (Chapeskie et al. 2006). The inventory allows the producer<br />
to make informed decisions when it comes to making the<br />
management plan. Monitoring should be an ongoing part of<br />
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management. It allows the producer to deal with problems,<br />
such as damage due to invasive species as soon as they arise<br />
(OMNR, 2006).<br />
To aid producers with management decisions such as thinning,<br />
stocking recommendations are available. Table 5 lists the<br />
recommended number of trees per hectare based on average<br />
trunk diameter. It also gives the producer an idea as to the<br />
average number of taps a sugar bush of a particular diameter<br />
class can support (Richardson, 2003). As stated earlier, the<br />
goal of management is to produce a more sustainable forest,<br />
with healthy and productive maple trees. It is important to<br />
understand that improper tapping can have negative effects on<br />
trees and sap production. For example, trees that are stressed<br />
from other causes such as drought may not be able to withstand<br />
the additional stress caused by tapping. The number of taps per<br />
tree should depend on the diameter and overall health of each<br />
individual tree (Richardson, 2004).<br />
Table 5: Sugar bush stocking and tapping recommendations (adapted from<br />
Richardson, 2003; 2004).<br />
Tapping rule<br />
Normal<br />
(healthy trees)<br />
Conservative<br />
(unhealthy trees)<br />
Average<br />
diameter (cm)<br />
Number<br />
of taps<br />
Recommended<br />
trees/hectare<br />
Number of<br />
taps/hectare<br />
< 10 0 > 680 0<br />
10 – 25 0 210 – 680 0<br />
26 – 37 1 150 – 209 150 – 209<br />
38 – 50 2 100 – 149 200 – 298<br />
51 – 63 3 66 – 99 198 – 297<br />
≥ 64 4 < 66 < 364<br />
30-46 1 NA NA<br />
≥ 47 2 NA NA<br />
Management should be adjusted to provide the greatest amount<br />
of revenue both in the short and long term. It must be flexible<br />
to account for unpredictable events such as severe weather or<br />
invasive species outbreaks, which can reduce the sugar bush’s<br />
productivity (Chapeskie et al. 2006). The following chapters on<br />
invasive species will cover best management practices, early<br />
detection techniques and prevention strategies to alleviate the<br />
negative effects associated with invasive species.
5.0 <strong>Invasive</strong> <strong>Species</strong><br />
Accounts<br />
5.1 Exotic Plants<br />
5.2 Exotic Insects and<br />
Pathogens
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5.1<br />
exotic Plants<br />
5.1.1 Norway Maple (Acer platanoides) HIGH<br />
5.1.2 Tree-of-heaven (Ailanthus altissima) HIGH<br />
5.1.3 Garlic Mustard (Alliaria petiolata) HIGH<br />
5.1.4 Barberry (Berberis thunbergii & B. vulgaris) HIGH<br />
5.1.5 Japanese Knotweed (Fallopia japonica) HIGH<br />
5.1.6 English Ivy (Hedera helix) HIGH<br />
5.1.7 Himalayan Balsam (Impatiens glandulifera) HIGH<br />
5.1.8 Common Buckthorn (Rhamnus cathartica) HIGH<br />
5.1.9 Periwinkle (Vinca minor) HIGH<br />
5.1.10 Dog-strangling Vine (Vincetoxicum rossicum & V. nigrum) HIGH<br />
5.1.11 Goutweed (Aegopodium podagraria) MODERATE<br />
5.1.12 Oriental Bittersweet (Celastrus orbiculatus) MODERATE<br />
5.1.13 Exotic Bush Honeysuckle (Lonicera spp.) MODERATE<br />
5.1.14 Kudzu (Pueraria montana var. lobata) MODERATE
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.1<br />
norway Maple<br />
(Acer platanoides)<br />
Other common names:<br />
schwedler maple, crimson king maple<br />
Priority Rating: hiGh<br />
Figure 14: Norway maple 1.<br />
39<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
<strong>identiFicAtion</strong><br />
leAves: Norway maple has dark green leaves with an opposite<br />
arrangement (Fig. 15). Each leaf has 5 pointed lobes (Kaufman<br />
& Kaufman, 2007). The tops of the leaves are a darker green<br />
as compared to the lighter, shiny undersides. A milky sap is<br />
emitted from leaf stalks when they are cut (Farrar, 1995).<br />
Figure 15: Norway maple leaves 1 (left) and opposite leaf arrangement 1 (right).<br />
Flowers: Yellow-green flowers grow in clusters at the end of<br />
branches (Fig. 16). Each flower has 5 petals and 5 sepals. The<br />
flowers appear at the same time as the leaves emerge in early<br />
spring (Kershaw, 2001).<br />
Fruit/seeds: The fruit, also called a key, consists of a winged<br />
seedcase with an angle of 180° between the wings (Fig. 17). Two<br />
seeds are developed per fruit. The wings are approximately 35<br />
to 50mm long and the seedcases have a flattened appearance<br />
(Farrar, 1995)<br />
Figure 16: Norway maple flowers 4 . Figure 17: The fruit of Norway maple 5 .
5.1.1 NORWAY MAPLE (Acer platanoides)<br />
trunk: Norway maples are<br />
large trees that range in height<br />
from 12 to 21m (Kaufman<br />
& Kaufman, 2007; Kershaw,<br />
2001). The bark of mature<br />
trees has deep grooves with<br />
interlacing ridges (Fig. 18). The<br />
bark is dark gray and lenticels<br />
are often prominent on young<br />
branches (Farrar, 1995).<br />
siMilAr sPecies<br />
sugar maple (Acer saccharum)<br />
Figure 18: The bark of Norway<br />
maple 6 .<br />
Sugar maple is a large shade tree that is very similar in<br />
appearance to Norway maple. There are several differences<br />
between the leaves and the keys that can help with identification.<br />
The leaves of Norway maple are of a much darker green than<br />
the yellow-green leaves of sugar maple (Fig. 19). The leaves of<br />
Norway maple only turn yellow in the fall whereas sugar maple<br />
leaves range in colour from yellow, orange and red. The angle<br />
between the wings of sugar maple keys is 120° whereas the<br />
angle between the wings of Norway maple keys is 180° (Farrar,<br />
1995; Kershaw, 2001) (Fig. 20).<br />
Figure 19: Comparing a sugar maple leaf 1 (left) to that of Norway maple 1 (right).<br />
Figure 20: Comparing sugar maple keys 5 (left) to those of Norway maple 7 (right).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Black maple (Acer nigrum)<br />
Black maple is a large shade tree. Generally the leaves of black<br />
maple have 3 lobes but they may have 5 lobes at times (Fig. 21).<br />
The smooth edged leaves with 5 lobes may appear very similar<br />
to those of Norway maples. However, the leaf undersides and<br />
stalks of black maple are hairy. Figure 22 shows how the keys of<br />
black maple have wings that are parallel to one another whereas<br />
those of Norway maple have a distinct 180° angle (Farrar, 1995;<br />
Kershaw, 2001).<br />
Figure 21: Comparing black maple leaves 1 (left) to those of Norway maple 1 (right).<br />
Figure 22: Comparing black maple keys 5 (left) to those of Norway maple 8 (right).<br />
red maple (Acer rubrum)<br />
Red maple is a medium-sized shade tree. Red maple leaves have<br />
3 to 5 lobes with many small, irregular teeth along the edges.<br />
The notches on either side of the central lobe have a distinctive<br />
V-shape whereas those of Norway maple have a gently curving<br />
U-shape (Fig. 23). The keys of red maple have an angle of 60°<br />
between the wings, whereas the wings of Norway maple keys<br />
are separated by an angle of 180° (Farrar, 1995; Kershaw, 2001)<br />
(Fig. 24).
5.1.1 NORWAY MAPLE (Acer platanoides)<br />
Figure 23: Comparing a red maple leaf 1 (left) to that of Norway maple 1 (right).<br />
Figure 24: Comparing the keys of red maple 7 (left) to those of Norway maple 6 (right).<br />
silver maple (Acer saccharinum)<br />
Silver maple is a medium-sized shade tree. Silver maple leaves<br />
have 5 to 7 lobes that are distinctly separated by deep notches.<br />
The leaf edges have irregular teeth whereas the leaf edges of<br />
Norway maple are smooth (Fig. 25). Silver maple keys have an<br />
angle of 90° between the wings, which is much narrower than<br />
that found on Norway maple wings (Farrar, 1995; Kershaw,<br />
2001) (Fig. 26).<br />
Figure 25: Comparing a silver maple leaf 1 (left) to that of Norway maple 1 (right).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
Figure 26: Comparing the keys of silver maple 5 (left) to those of Norway maple 4 (right).<br />
striped maple (Acer pensylvanicum)<br />
Striped maple is a shrub or a small understory tree that only<br />
reaches heights of 10m. The leaves have 3 lobes and regular<br />
toothed edges whereas Norway maple has leaves with 5 lobes<br />
and smooth edges (Fig. 27). Figure 28 shows the differences<br />
between the keys of striped maple and Norway maple. Notice<br />
that the keys of striped maple only have a 90° angle between<br />
wings as opposed to the 180° angle found in Norway maple keys<br />
(Farrar, 1995; Kershaw, 2001).<br />
Figure 27: Comparing a striped maple leaf 9 (left) to that of Norway maple 1 (right).<br />
Figure 28: Comparing the keys of striped maple 10 (left) to those of Norway maple 4 (right).
5.1.1 NORWAY MAPLE (Acer platanoides)<br />
Mountain maple (Acer spicatum)<br />
Mountain maple is a shrub or a small understory tree that only<br />
grows about 5m tall. Mountain maple leaves may have a similar<br />
5-lobed appearance to those of Norway maple. However, the<br />
edges are distinct. Mountain maple has irregular toothed edges<br />
whereas Norway maple has smooth leaf edges (Fig. 29). There<br />
is less than a 90° angle between the wings of mountain maple<br />
keys, while Norway maple keys have an angle of 180° between<br />
wings (Farrar, 1995; Kershaw, 2001) (Fig. 30).<br />
Figure 29: Comparing a mountain maple leaf 1 (left) to that of Norway maple 1 (right).<br />
Figure 30: Comparing the keys of mountain maple 1 (left) to those of Norway maple 7 (right).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
A key to plants that may be confused with<br />
norway maple (Acer platanoides)<br />
1...Leaves.with.toothed.edges<br />
. 2..Leaves.with.deep.lobes.(5-7.lobes)...........................................................................Silver.maple.(Acer saccharinum)<br />
. 2..Leaves.with.shallow.lobes.(3-5.lobes)<br />
. . 3..Single-toothed.leaves.with.teeth.curved.on.one.side...................................Mountain.maple.(Acer spicatum)<br />
. . 3..Irregular,.double-toothed.leaves.with.teeth.straight.on.both.sides..................<br />
. . . 4..Finely.pointed.and.uniform.teeth....................................................................Striped.maple.(Acer pensylvanicum)<br />
. . . 4..Sharply.pointed,.irregular.teeth.......................................................................Red.maple.(Acer rubrum)<br />
1..Leaves.with.smooth.edges<br />
. . . . 5..Leaf.undersides.and.stalks.hairy..................................................................Black.maple.(Acer nigrum)<br />
. . . . 5..Leaf.undersides.and.stalks.hairless<br />
. . . . . 6..Yellow-green.leaves.with.3-5.bluntly.pointed.lobes.......................Sugar.maple.(Acer saccharum)<br />
. . . . . 6..Dark.green.leaves.with.5-7.sharply.pointed.lobes............................Norway.maple.(Acer platanoides).<br />
tAxonoMic hierArchy<br />
Kingdom. . . . . . . Plantae<br />
. Subkingdom. . . . . Tracheobionta<br />
. . Division. . . . . . Magnoliophyta<br />
. . . Class. . . . . . Magnoliopsida<br />
. . . . Subclass.. . . Rosidea<br />
. . . . . Order. . . . Sapindales<br />
. . . . . . Family.. . Sapindaceae<br />
. . . . . . . Genus.. Acer<br />
. . . . . . . . <strong>Species</strong>. Acer platanoides<br />
BioloGy<br />
oriGin & distriBution<br />
Norway maple is native to Europe where it is<br />
widespread and can be found growing naturally<br />
in mixed forests. Due to its popularity as a<br />
street tree in Europe it was only a matter of<br />
time before Norway maple became available for<br />
purchase as an ornamental in North America.<br />
It is thought to have first been introduced in<br />
1756 in Philadelphia, Pennsylvania. Today,<br />
Norway maple can be found in six Canadian<br />
provinces, including Ontario, Quebec, Prince<br />
Edward Island, New Brunswick, Newfoundland<br />
and British Columbia (Nowak & Rowntree,<br />
1990).<br />
hABitAt<br />
Norway maple grows well in both open and<br />
closed habitats. It is a popular street tree and<br />
is commonly found in urban areas. Due to its
5.1.1 NORWAY MAPLE (Acer platanoides)<br />
shade tolerance, Norway maple has spread into natural areas<br />
and can be found anywhere from urban woodlots to relatively<br />
undisturbed forests (Fig. 31). It grows better in mesic soils than<br />
in dry or very wet areas (Bertin et al. 2005; Meiners, 2005).<br />
Figure 31: Fall colours of Norway maple in a forest 6 .<br />
reProduction<br />
Norway maple’s sexual reproduction drives its spread. The<br />
flowers are insect-pollinated and seeds are produced in large<br />
quantities. Seeds germinate readily to form extensive seedling<br />
banks. These seedlings wait in the understory until an opening<br />
is created in the canopy (Fig. 32). As sunlight penetrates to the<br />
seedlings below, they can quickly grow in height to fill the<br />
available space (Webb et al. 2001).<br />
Figure 32: Norway maple seedlings in a forest understory 6 .<br />
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liFe cycle<br />
Norway maple flowers early in the season, usually in April and<br />
May as the leaves expand (Nowak & Rowntree, 1990). Fruits are<br />
produced in the summer and mature in the autumn. Leaves<br />
senesce and turn yellow a couple of weeks later than native<br />
maples. Some winged fruits may stay on the tree throughout<br />
the winter (Kershaw, 2001).<br />
success MechAnisMs<br />
Norway maple has a longer growing season as compared to<br />
native maples. Its leaves expand earlier and senesce later,<br />
thereby extending the growing season by as much as 3 weeks<br />
(Kloeppel & Abrams, 1995). This extra growing time may allow<br />
Norway maple to produce a larger and hardier seed crop. A<br />
superior seed crop allows for greater capacity to regenerate.<br />
The seeds germinate into shade tolerant seedlings that thrive<br />
in the understory, waiting for suitable conditions to grow into<br />
the canopy. Whenever light becomes available through an<br />
opening in the canopy the seedlings of Norway maple have the<br />
ability to rapidly grow in height. This rapid growth rate gives<br />
Norway maple a competitive advantage when it comes to canopy<br />
recruitment (Martin, 1999).<br />
Not only does Norway maple produce a large quantity of seeds<br />
but each individual seed is hardy. Norway maple seeds are<br />
double and sometimes triple the weight of sugar maple seeds.<br />
A larger seed mass may benefit Norway maple by increasing its<br />
chances of survival and germination in a shaded understory. In<br />
fact, germination rates were observed to be higher for Norway<br />
maple as compared to sugar maple (Martin & Marks, 2006).<br />
Norway maple may have an advantage in North America due to<br />
a lack of herbivores. One study documented less leaf and fungal<br />
damage to Norway maples in North America as compared to<br />
those found in Europe (Adams et al. 2009). Resources normally<br />
needed to repair damage done by herbivores can be put<br />
towards growth and reproduction. Even though Norway maple<br />
experiences some herbivory in its introduced range, studies<br />
have shown it to be more resilient to severe insect damage than<br />
native maples. Foliar insect damage was found to be greater for<br />
sugar maples as compared to co-occurring Norway maples in<br />
forests in New Jersey and Pennsylvania (Cincotta et al. 2009).
5.1.1 NORWAY MAPLE (Acer platanoides)<br />
ecosysteM iMPActs<br />
Norway maple invasions can suppress native hardwood<br />
regeneration (Fig. 33). In a 5ha woodlot in New York, concerns<br />
were raised that sugar maple was being replaced by Norway<br />
maple. Martin (1999) found that sugar maple (Acer saccharum)<br />
saplings were absent under Norway maple canopy trees. Norway<br />
maple saplings were found in greater abundance relative to<br />
other hardwood species and more than half of the saplings<br />
growing under sugar maple canopies were Norway maples.<br />
Figure 33: Invasion of Norway maple saplings 6 .<br />
Similar effects on hardwood regeneration were observed in an<br />
18ha forest preserve in New Jersey. Norway maple regeneration,<br />
in relation to total number of saplings, was found to be double<br />
that of American beech (Fagus grandifolia) and over five times<br />
that of sugar maple (Webb & Kaunzinger, 1993). Moreover, when<br />
Norway maple was present in a mixed oak forest in central New<br />
Jersey, the survival and growth of red maple (Acer rubrum),<br />
white elm (Ulmus americana) and red oak (Quercus rubra) were<br />
significantly reduced (Galbraith-Kent & Handel, 2008).<br />
Norway maple invasions may inhibit the growth and occurrence<br />
of native wildflowers and shrubs. Norway maple casts a deeper<br />
shade as compared to native forest trees, which may eliminate<br />
or reduce shade intolerant species. Also, Norway maple’s prolific<br />
reproduction allows for high seedling densities, which impart<br />
a high competitive pressure on other understory species. In a<br />
New Jersey forest preserve, fewer species were found growing<br />
under Norway maple canopies than under native sugar maple<br />
(A. saccharum) and American beech (F. grandifolia). In fact,<br />
Norway maple recruits occupied the majority of space under all<br />
three canopies (Wyckoff & Webb, 1996).<br />
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vectors & PAthwAys<br />
Norway maple can easily escape<br />
cultivation as its windborne seeds<br />
can disperse long distances. At<br />
times, seeds can disperse over 100<br />
metres away from the parent tree<br />
(Bertin et al. 2005). Since Norway<br />
maple is commonly planted as a<br />
street tree (Fig. 34) many areas may<br />
be exposed to its seeds, especially<br />
urban woodlots (Anderson, 1999).<br />
Small mammals feed on Norway<br />
maple seeds and may contribute to<br />
its dispersal (Meiners, 2005).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
control oPtions<br />
Figure 34: Norway maple in an urban centre 6 .<br />
• Use native maples in horticulture plantings;<br />
• Remove any Norway maples from the property, especially<br />
large individuals that are capable of producing a large<br />
quantity of seeds;<br />
• Minimize soil disturbance whenever possible.<br />
eArly detection techniques<br />
• Learn how to properly identify Norway maple and be able to<br />
easily distinguish it from native maples;<br />
• Monitor the woodlot frequently, paying particular attention<br />
to disturbed areas or places with recent openings within the<br />
canopy;<br />
• Survey your local area for any large Norway maple trees that<br />
could be a potential seed source.<br />
Hand-pulling: Small seedlings can be hand-pulled and weed<br />
wrenches can be used for saplings less than 3cm in diameter<br />
(Strobl & Bland, 2000). Soil disturbance should be minimized<br />
while pulling because it may promote the recruitment of new
5.1.1 NORWAY MAPLE (Acer platanoides)<br />
Norway maple seedlings. Removal of small individuals in the<br />
understory should coincide with the removal of all mature<br />
seed-producing trees in the vicinity. Management efforts in the<br />
understory will eventually exhaust the seed bank and allow<br />
native species, such as sugar maple, to regenerate (Webb et al.<br />
2001).<br />
Cutting and Girdling: Cutting and girdling can be an effective<br />
non-chemical means of control for trees and saplings larger<br />
than 3cm in diameter. Cutting mature trees will eliminate the<br />
seed source and ease the burden of future management efforts.<br />
However, cutting down large trees will create an opening in the<br />
forest canopy, which may promote the growth of Norway maple<br />
saplings. To minimize this problem, ensure that management of<br />
seedlings and saplings in the understory coincide with canopy<br />
tree management. Divide large areas into manageable sections<br />
for control. Another option is to girdle large trees. It may take<br />
a few growing seasons for the tree to die. However, there will<br />
be no sudden openings in the canopy to encourage understory<br />
growth. Cut any re-sprouts from stumps as required (Webb et<br />
al. 2001; Clauson, 2011).<br />
Herbicide application: Chemical control is effective in controlling<br />
Norway maple trees and to prevent re-sprouting. The cut-<br />
stump, basal bark and hack-and-squirt methods are all effective<br />
(Webster et al. 2006). Foliar application for understory saplings<br />
is generally not advised. Norway maple often grows in close<br />
proximity to sugar maple and other desirable hardwood species.<br />
Small seedlings and saplings can be hand-pulled. Alternatively,<br />
a cut-stump method can be used in conjunction with herbicide<br />
application to the cut surface of the stem after the saplings<br />
have been removed (Swearingen et al. 2010). Refer to section<br />
2.3.2 for explanation of chemical application methods.<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
Target large seed producing trees first by applying herbicides<br />
using the basal bark, hack-and-squirt or cut-stump methods.<br />
The basal bark and hack-and-squirt methods may be easier than<br />
the cut-stump method in terms of labour as they do not require<br />
large trees to be felled. However, large dead standing trees may<br />
pose a hazard in some areas and may need to be felled anyway.<br />
Keep in mind that the cut-stump method will create large<br />
canopy openings that may promote invasion by other exotics<br />
in the vicinity. Monitoring such areas and controlling where<br />
needed, will give native species such as sugar maple time to fill<br />
in the canopy gaps (Swearingen et al. 2010).<br />
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After all seed producing trees are removed, focus can be put<br />
on the understory. Young seedlings under 3cm in diameter can<br />
be pulled. Anything larger can be cut followed by a herbicide<br />
application to the cut stem to prevent any re-sprouting. Norway<br />
maple often grows in the same areas as native sugar maple.<br />
Thus, applying herbicides using a foliar spray may cause<br />
undesirable damage (Strobl & Bland, 2000).<br />
option #2: without chemical control<br />
Large seed producing trees should be cut or girdled to prevent<br />
additions to the seed bank. Cut and girdled trees will likely resprout<br />
and will thus require frequent clipping. After all large<br />
trees have been controlled, management efforts can focus on<br />
smaller seedlings and saplings. As Norway maple takes several<br />
years to mature before seed production, understory control<br />
efforts can be scheduled every couple of years. Norway maple<br />
responds well to soil disturbance which is a natural result of<br />
management. Thus, allowing native saplings time to grow and<br />
become established may promote healthy competition with<br />
native plants (Galbraith-Kent & Handel, 2008).<br />
Table 6: Management recommendations for Norway maple (Acer platanoides).<br />
Extent.of.infestation Small.invasions.and.satellite.<br />
populations<br />
Recommended.<br />
method.of.control<br />
Hand-pulling.seedlings.and.young.<br />
saplings..Cutting.trees.that.are.too.<br />
large.to.be.hand-pulled.<br />
Large.invasions.and.dense.populations<br />
Integrated.control:<br />
(Combination.of.physical.and.chemical.<br />
control).<br />
Timing Spring,.summer.and.fall. Cutting.and.hand-pulling.can.be.done.<br />
any.time.in.the.spring,.summer.and.fall..<br />
Herbicide.application.should.occur.in.the.<br />
spring.or.fall.while.other.native.plants.are.<br />
dormant.<br />
Frequency.of.control Cut.trees.and.saplings.will.likely.resprout.and.require.frequent.clipping.<br />
Length.of.control<br />
2-3.years. 5+.years.<br />
Required.restoration Hand-pulling.creates.soil.disturbance.<br />
that.benefits.Norway.maple.<br />
recruitment..Consider.planting.native.<br />
vegetation.or.transplanting.with.sugar.<br />
maple.seedlings.<br />
Cut.trees.and.saplings.will.likely.re-sprout.<br />
and.require.frequent.clipping..Plan.to.<br />
control.Norway.maple.in.the.understory.<br />
every.couple.of.years.<br />
Consider.planting.native.vegetation.in.<br />
disturbed.areas..Large.dead.standing.trees.<br />
may.become.a.hazard.and.may.need.to.be.<br />
removed.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.2<br />
tree-of-heaven<br />
(Ailanthus altissima)<br />
Other common names:<br />
varnish tree, stinktree, chinese sumac, Ailanthus, copal tree,<br />
stinking sumac<br />
Priority Rating: hiGh<br />
Figure 35: Tree-of-heaven 11 .<br />
53<br />
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<strong>identiFicAtion</strong><br />
leAves: Tree-of-heaven has alternately arranged compound<br />
leaves. The compound leaves are composed of 11 to 41 leaflets<br />
(Fig. 36). Each leaflet has 1 to 4 glandular lobes near the base<br />
(Hu, 1979; Farrar, 1995).<br />
Figure 36: The compound leaves 12 (left) and a single leaflet 1 (right) of tree-of-heaven.<br />
Flowers: Tree-of-heaven is dioecious (i.e., each individual<br />
tree has either male or female flowers). These yellow-green<br />
flowers grow in large clusters called panicles (Fig. 37). Male<br />
trees generally produce more flowers, forming panicles that<br />
are 3 to 4 times larger than those found on female trees (Hu,<br />
1979).<br />
Figure 37: Tree-of-heaven flower panicles 4 (left) and individual flowers 4 (right).
5.1.2 TREE-OF-HEAVEN (Ailanthus altissima)<br />
Fruit/seeds: Seeds are produced in winged fruits called<br />
samaras, each holding a single seed (Fig. 38). The samaras form<br />
dense clusters, with a mature tree producing over 300 000<br />
seeds. Only female trees bear fruit (Bory & Clair-Maczulajtys,<br />
1980).<br />
Figure 38: Dense samara clusters 4 (left) and individual fruits 11 (right).<br />
trunk: Tree-of-heaven is a fast growing, medium-sized tree.<br />
It can increase in height by 2 to 3m per season and range from<br />
15 to 25m tall (Kershaw, 2001). The trunks of young trees are<br />
smooth and greenish-grey in colour (Fig. 39). As trees mature<br />
the bark turns a deeper grey and forms shallow, pale crevices<br />
(Farrar, 1995). Young branches are hairy and green, turning<br />
reddish-brown with age. Leaf scars are large and heart-shaped<br />
(Kowarik & Säumel, 2007).<br />
Figure 39: Shallow crevices in mature bark 6 (left) and a heart-shaped leaf scar 1 (right).<br />
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siMilAr sPecies<br />
Black locust (Robinia pseudoacacia)<br />
Black locust has compound leaves with 7 to 19 leaflets that<br />
could be confused with those of tree-of-heaven. The leaflets<br />
of black locust have smooth edges whereas those of tree-ofheaven<br />
are lobed. Black locust leaves lack the glandular lobe at<br />
the base of the leaflet characteristic of tree-of-heaven (Fig. 40).<br />
Pairs of spines located along the stem may also help to identify<br />
black locust (Fig. 41). After being introduced from the eastern<br />
United States, black locust has become naturalized over much<br />
of southern Ontario (Farrar, 1995; Kershaw, 2001).<br />
Figure 40: Comparing the compound leaves of black locust 5 (left) to<br />
those of tree-of-heaven 14 (right).<br />
Ash (Fraxinus spp.)<br />
Figure 41: The characteristic spines<br />
of black locust 15 .<br />
Several native species of ash in Ontario may be mistaken for<br />
tree-of-heaven. Ash trees have smaller compound leaves, with<br />
5 to 11 leaflets, compared to the 11 to 41 leaflets of tree-ofheaven<br />
(Fig. 42). Another distinction is the arrangement of the<br />
compound leaves along the stem. Ash leaves have an opposite<br />
arrangement whereas tree-of-heaven displays an alternate<br />
arrangement (Farrar, 1995; Kershaw, 2001).<br />
Figure 42: Comparing the compound leaves of black ash 8 (left) to those of tree-of-heaven 16 (right).
5.1.2 TREE-OF-HEAVEN (Ailanthus altissima)<br />
Poison-sumac (Toxicodendron vernix)<br />
Poison-sumac is native to North America. It is a shrub or<br />
small tree with alternately arranged compound leaves. Each<br />
compound leaf has 7 to 13 leaflets with smooth edges whereas<br />
tree-of-heaven has 11 to 41 leaflets with glandular lobes close<br />
to the base (Fig. 43). Do not touch or burn poison-sumac as its<br />
oils and smoke can cause skin, eye and lung irritation (Farrar,<br />
1995; Kershaw, 2001).<br />
Figure 43: Comparing the compound leaves of poison-sumac 14 (left) to those of tree-of-heaven 5 (right).<br />
staghorn and smooth sumac (Rhus typhina & R.<br />
glabra)<br />
Staghorn and smooth sumac are native to Ontario. They do not<br />
belong to the same genus as poison-sumac and since they are<br />
safe to touch they are commonly planted as ornamentals. These<br />
species of sumac have a similar number of leaflets (11 to 31) per<br />
compound leaf as compared to tree-of-heaven (11 to 41). However,<br />
the leaflets of staghorn and smooth sumac are sharply toothed<br />
unlike those of tree-of-heaven which are smooth with lobed<br />
bases (Fig. 44). Smooth sumac has hairless branches whereas<br />
those of staghorn sumac are covered in hair to the point where<br />
they appear fuzzy. Sumacs emit a characteristic milky sap when<br />
the leaf stalks or twigs are cut (Farrar, 1995; Kershaw, 2001).<br />
Figure 44: Comparing the leaflets of staghorn sumac 5 (left) to those of tree-of-heaven 16 (right).<br />
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Mountain-ash (Sorbus spp.)<br />
There are three species of mountain-ash in Ontario. American<br />
mountain-ash (Sorbus americana) and showy mountain-ash (S.<br />
decora) are native to Ontario while European mountain-ash (S.<br />
aucuparia) is exotic. They grow as shrubs or small trees and<br />
have pinnate, compound leaves consisting of 9-17 leaflets (Fig.<br />
45). They can be distinguished from tree-of-heaven by the finely<br />
toothed edges of their leaflets (Farrar, 1995; Kershaw, 2001).<br />
Figure 45: Comparing the compound leaves of mountain-ash 1 (left) to<br />
those of tree-of-heaven 6 (right).<br />
hickory (Carya spp.)<br />
There are several species of hickory native to Ontario. Hickories<br />
have compound leaves with 5-11 leaflets (Fig. 46). The terminal<br />
leaflet is generally larger than the lateral leaflets. Hickory’s<br />
leaflets have toothed edges while tree-of-heaven’s leaflets have<br />
smooth, lobed edges (Farrar, 1995; Kershaw, 2001).<br />
Figure 46: Comparing the compound leaves of hickory 5 (left) to those of tree-of-heaven 16 (right).
5.1.2 TREE-OF-HEAVEN (Ailanthus altissima)<br />
Butternut (Juglans cinerea)<br />
Butternut is a medium-sized tree reaching 12 to 25m in height.<br />
Its compound leaves have 11 to 17 leaflets with toothed edges<br />
and are hairy underneath. The top three terminal leaflets are<br />
equal in size while the rest get progressively smaller from top<br />
to bottom along the central stalk (Fig. 47). Tree-of-heaven has<br />
leaflets that are generally equal in size with smooth lobed edges<br />
(Farrar, 1995; Kershaw, 2001). Butternut is native to Ontario and<br />
is currently considered a species at risk (OMNR, 2012b).<br />
Figure 47: Comparing the compound leaves of butternut 8 (left) to those of tree-of-heaven 5 (right).<br />
Black walnut (Juglans nigra)<br />
Black walnut is a medium-sized tree, growing up to 30m tall.<br />
Black walnut is native to Ontario and is prized for its high<br />
value wood. The compound leaves have 14 to 22 leaflets with<br />
finely toothed edges and slightly hairy undersides (Fig. 48).<br />
The terminal leaflet is either absent or much smaller than the<br />
lateral leaflets. Tree-of-heaven’s top and lateral leaflets are<br />
generally similar in size (Farrar, 1995; Kershaw, 2001).<br />
Figure 48: Comparing the compound leaves of black walnut 1 (left) to those of tree-of-heaven 11 (right).<br />
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A key to plants that may be confused with<br />
tree-of-heaven (Ailanthus altissima)<br />
1..Branches.with.spines.............................................................................................................................Black.locust.<br />
. . . . . . . . . . (Robinia pseudoacacia)<br />
1..Branches.without.spines<br />
. 2..Opposite.compound.leaves............................................................................................................Ash.(Fraxinus spp.)<br />
. 2..Alternate.compound.leaves<br />
. . 3..Leaflets.with.smooth.edges........................................................................................................Poison-sumac<br />
. . . . . . . . . . (Toxicodendron vernix)<br />
. . 3..Leaflets.with.toothed.or.lobed.edges<br />
. . . 4..Leaflets.with.sharp.regular.teeth<br />
. . . . 5..Leaf.stalks.and.twigs.release.milky.sap.when.cut<br />
. . . . . 6..Branches.very.hairy.........................................................................................................Staghorn.sumac.<br />
. . . . . . . . . . (Rhus typhina)<br />
. . . . . 6..Branches.hairless…..........................................................................................................Smooth.sumac.(Rhus glabra)<br />
. . . . 5..Leaf.stalks.and.twigs.do.not.release.a.milky.sap.when.cut<br />
. . . . . . 7..Leaflets.on.a.compound.leaf.are.all.similar.in.size<br />
. . . . . . . 8..Leaflets.with.hairy.undersides............................................................................European.mountain-ash<br />
. . . . . . . . . . (Sorbus aucuparia)<br />
. . . . . . . 8..Leaflets.with.smooth.undersides<br />
. . . . . . . . 9..Leaflets.3-5.times.as.long.as.they.are.wide.with.a.tapering.point......American.mountain-ash<br />
. . . . . . . . . . (Sorbus americana)<br />
. . . . . . . . 9..Leaflets.2-3.times.as.long.as.they.are.wide.with.an.abrupt.point.......Showy.mountain-ash.<br />
. . . . . . . . . . (Sorbus decora).<br />
. . . . . . 7..Leaflets.on.a.compound.leaf.are.dissimilar.in.size<br />
. . . . . . . . . 10..Terminal.leaflet.larger.than.adjacent.leaflets......................................Hickory.(Carya spp.)<br />
. . . . . . . . . 10..Terminal.leaflet.equal.in.size.or.smaller.than.adjacent.leaflets<br />
. . . . . . . . . . 11..Three.terminal.leaflets.equal.in.size...................................................Butternut.(Juglans cinerea)<br />
. . . . . . . . . . 11..Terminal.leaflet.absent.or.smaller.than.the.rest.............................Black.walnut.(Juglans nigra)<br />
. . . 4..Leaflets.with.lobes.near.the.base.........................................................................................Tree-of-heaven.<br />
. . . . . . . . . . (Ailanthus altissima)
tAxonoMic hierArchy<br />
Kingdom. Plantae.<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
.....Class. Magnoliopsida<br />
......Subclass. Rosidae<br />
.......Order. Sapindales<br />
........Family. Simaroubaceae<br />
.........Genus. Ailanthus<br />
..........<strong>Species</strong>. Ailanthus altissima<br />
5.1.2 TREE-OF-HEAVEN (Ailanthus altissima)<br />
BioloGy<br />
oriGin & distriBution<br />
Tree-of-heaven is native to China.<br />
Seeds were supposedly shipped<br />
to Europe and planted in Paris in<br />
the early 1740’s. In 1784 it was first<br />
introduced to North America in a<br />
garden in Philadelphia. Tree-of-heaven<br />
was highly valued as an ornamental<br />
plant due to its rapid growth and lush<br />
foliage. As a result, it was commonly<br />
planted in urban areas where it readily<br />
escaped cultivation (Fig. 49). Tree-ofheaven<br />
is found in southern Ontario<br />
but has the potential to expand north<br />
(Hu, 1979).<br />
Figure 49: Tree-of-heaven growing alongside a building 15 .<br />
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hABitAt<br />
Tree-of-heaven is shade intolerant and has historically been<br />
documented to invade open, disturbed areas. It is considered a<br />
nuisance in urban areas where it grows close to buildings and<br />
through the cracks in sidewalks (Hu, 1979). Due to its shade<br />
intolerance, tree-of-heaven was not traditionally considered<br />
a threat to forests. However, recent studies have documented<br />
tree-of-heaven invasions in old- and second-growth forests<br />
(Kowarik, 1995; Knapp & Canham, 2000) (Fig. 50).<br />
Figure 50: Tree-of-heaven occupying space in the canopy 11 .<br />
reProduction<br />
Tree-of-heaven is dioecious (i.e., each tree is either male or<br />
female). Seeds are produced in winged fruits on female trees<br />
(Hu, 1979). A mature tree can produce more than 300 000 seeds
5.1.2 TREE-OF-HEAVEN (Ailanthus altissima)<br />
(Bory & Clair-Maczulajtys, 1980). Although tree-of-heaven<br />
reproduces mainly through seeds, it can also reproduce<br />
asexually by way of clones that readily sprout from the root<br />
and stem (Kowarik & Säumel, 2007).<br />
liFe cycle<br />
Tree-of-heaven takes 3 to 5 years to mature. Only after this<br />
period will trees produce flowers and, consequently, produce<br />
seeds. Flowering occurs from mid-April through June and<br />
samaras are produced from August to October. These ripen<br />
from September until the end of October and germinate the<br />
following year (Kowarik & Säumel, 2007). In one study, a small<br />
percentage of seeds remained viable for a second growing<br />
season, implying that tree-of-heaven may establish a shortterm<br />
seed bank (Kota et al. 2007). Further investigation into the<br />
longevity of such a seed bank is required.<br />
success MechAnisMs<br />
Tree-of-heaven has the advantage of being able to reproduce<br />
sexually and asexually. A single tree can produce more than<br />
300 000 seeds that are easily dispersed by wind (Bory & Clair-<br />
Maczulajtys, 1980) (Fig. 51). Tree-of-heaven’s fast growth rate<br />
and preference for light allows it to quickly occupy gaps<br />
in the forest canopy created by management activities or<br />
natural causes (Knapp & Canham, 2000). Once canopy trees<br />
are established their root systems can branch out into the<br />
understory. Nutrients transferred from the parent to saplings<br />
emerging from its roots alleviate the stress imposed by the lowlight<br />
environment (Kowarik, 1995).<br />
Figure 51: Prolific seed production by tree-of-heaven 4 .<br />
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Tree-of-heaven synthesizes secondary compounds that can be<br />
found in both the living tissue and the surrounding soil (Lawrence<br />
et al. 1991). These compounds can inhibit the establishment<br />
and growth of other plant species (Mergen, 1959; Heisey, 1990;<br />
Lawrence et al. 1991) and act as a defense against herbivores<br />
and pathogens (Heisey, 1990), thereby strongly enhancing treeof-heaven’s<br />
competitive ability against native species.<br />
ecosysteM iMPActs<br />
Tree-of-heaven may inhibit native hardwood regeneration<br />
through allelopathic effects and direct competition. Such effects<br />
could result in a shift in the species composition of the forest<br />
and thus change the dynamics of the forest community (Gómez-<br />
Aparicio & Canham, 2008b). Once established, tree-of-heaven<br />
can form dense patches (Fig. 52) and, due to its fast growth rate,<br />
directly compete with native vegetation for nutrients and canopy<br />
space (Knapp & Canham, 2000).<br />
Figure 52: A dense population of tree-of-heaven 15 .<br />
vectors & PAthwAys<br />
Seeds are contained in winged capsules (samaras) that enable<br />
long distance, windborne dispersal. Seeds can easily be spread<br />
by wind currents into the interior of the forest from parent trees<br />
located at the forest edge (Landenberger et al. 2007). Water is<br />
another agent of dispersal for seeds and plant fragments that<br />
can produce clones (Kowarik & Säumel, 2008). Rodents may also<br />
help to disperse seeds by collecting and caching them for the<br />
winter (Kowarik & Säumel, 2007).
5.1.2 TREE-OF-HEAVEN (Ailanthus altissima)<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Do not dump yard wastes in natural areas. Seeds or stem fragments<br />
may be incorporated in the wastes and could easily germinate or<br />
re-sprout in refuse piles;<br />
• Refrain from planting tree-of-heaven as an ornamental on your<br />
lawn. Seeds can disperse long distances and could easily enter a<br />
nearby woodlot or natural area.<br />
eArly detection techniques<br />
• Learn how to properly identify tree-of-heaven at all life stages.<br />
Young saplings can easily be confused with other native understory<br />
species (Fig. 53). Tree-of-heaven is most easily identified by the<br />
characteristic lobes at the base of the leaflets (see above section on<br />
similar species);<br />
• Monitor the woodlot frequently and pay particular attention to<br />
disturbed areas and forest edges.<br />
Figure 53: Tree-of-heaven saplings 1 (left) are easily confused with sumacs 19 (right).<br />
control oPtions<br />
Hand-pulling: Hand-pulling is only practical for small seedlings.<br />
Larger saplings develop a taproot that is difficult to remove<br />
by hand (Hoshovsky, 1995). Although the use of tools such as<br />
a weed wrench may help to remove larger saplings, they can<br />
break the root system, leaving behind root fragments that can<br />
re-sprout. Moist soils make pulling easier and increase the<br />
likelihood that the entire root system will come loose. Clonal<br />
shoots arising from trailing roots may be difficult to remove<br />
as they are attached to other individuals. Moreover, removing<br />
the root system without leaving behind root fragments is nearly<br />
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impossible. Care should be taken to remove as much of the<br />
root as possible to prevent re-sprouting (Swearingen & Pannill,<br />
2009).<br />
Cutting and girdling: Cutting and girdling are often ineffective<br />
means of control for tree-of-heaven because it can promote resprouting<br />
and make the invasion worse (Meloche & Murphy,<br />
2006). Girdling will kill large trees, however, the roots will<br />
send up new clonal shoots. Cutting and girdling will only<br />
make the problem worse if frequent ongoing management is<br />
not an option. This is because frequent cutting will eventually<br />
exhaust the plant’s reserves and kill the tree. To be successful,<br />
this method will require several years, with frequent repeated<br />
cuttings per year (Burch & Zedaker, 2003).<br />
Excavation: Large trees and saplings can be cut and their entire<br />
root system excavated from the ground. However, digging out<br />
these stumps and roots is labour intensive and causes a great<br />
deal of soil disturbance, thus promoting re-invasion. Excavation<br />
is only practical in areas where there are only a few individuals.<br />
After management, holes should be filled and replanted with<br />
native vegetation or covered with mulch to help decrease the<br />
chance of re-establishment by tree-of-heaven and other exotics<br />
(Swearingen & Pannill, 2009).<br />
Herbicide application: Herbicide application is an effective<br />
way of controlling tree-of-heaven invasions. It can help to kill<br />
existing trees while effectively preventing re-sprouting that<br />
is difficult to avoid with other non-chemical control methods<br />
(Burch & Zedaker, 2003). It is best to use a systemic herbicide<br />
when trying to control tree-of-heaven because they are<br />
absorbed by the plant tissues and transported below-ground to<br />
the entire root system. This is important because clonal shoots<br />
can continue to sprout even if the above-ground portion of the<br />
parent tree is dead. Use hack-and-squirt or cut-stump methods<br />
of herbicide application to large trees. Saplings may be treated<br />
using the cut-stump or basal bark method. Seedlings and<br />
saplings may be treated using a foliar spray (Miller et al. 2010).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
Tree-of-heaven is often difficult to eradicate and control. Its<br />
abundant seed production coupled with vegetative spread<br />
makes frequent monitoring a necessity. In heavily invaded<br />
areas it may be more practical to target mature female trees,<br />
which can produce over 300 000 seeds per year. Once the large<br />
female trees have been removed, management efforts can focus<br />
on the male trees and the smaller saplings in the understory.<br />
Several years of monitoring may be required to catch any re-
5.1.2 TREE-OF-HEAVEN (Ailanthus altissima)<br />
sprouts or germinating saplings from a potentially short-term<br />
seed bank (Miller et al. 2010).<br />
Small seedlings can easily be pulled before they develop a taproot<br />
whereas larger saplings may either be pulled by using a<br />
root wrench, excavation of their root systems or through a<br />
foliar herbicide application. In the case of mature trees it is<br />
important to target the female seed-producing trees first to<br />
reduce the addition of seeds into the area. The hack-and-squirt<br />
method may be applied to the large trees. Alternatively, the<br />
cut-stump method can be used keeping in mind the additional<br />
labour requirements of cutting and removing large trees from<br />
the area. In all situations, frequent monitoring will be needed to<br />
control any re-sprouts. A second application of herbicides may<br />
be needed to kill large trees or “stubborn” saplings (Miller et al.<br />
2010).<br />
option #2: without chemical control<br />
Controlling large populations of tree-of-heaven without using<br />
herbicides will require repeated monitoring and management.<br />
Targeting large seed-bearing female trees will reduce the<br />
number of seedlings emerging the following year. Cutting these<br />
large trees will promote re-sprouting from the stump and roots.<br />
However, if these re-sprouts are frequently cut back the root<br />
reserves will eventually be exhausted. The initial tree felling<br />
should occur in the early summer, just after flowering, to<br />
minimize the proliferation of seeds. In addition, the root system<br />
is most vulnerable at this time because most of the energy<br />
has been spent on producing leaves and flowers. Promoting a<br />
healthy overstory that enhances the amount of shade will also<br />
discourage re-invasion (Pannill, 2000).<br />
After all the large female trees have been removed, the invaded<br />
area should be split up into manageable sizes for control. Areas<br />
along the outer boundary of the invasion should be targeted<br />
first, working towards the centre of the most heavily invaded<br />
area. Large trees should be cut while small saplings should<br />
be pulled by hand. To completely destroy root reserves and<br />
prevent re-sprouting repeated control measures will be needed<br />
throughout the season and for multiple years (Hoshovsky, 1995).<br />
The above-ground portion of tree-of-heaven should be put<br />
through a wood chipper or burned. For small invasions with<br />
a few individual trees a manager might choose to leave the<br />
slash as woody debris to enhance wildlife habitat. However<br />
caution should be taken due to tree-of-heaven’s potential for<br />
allelopathy. In heavily invaded areas or where it could interfere<br />
with management activities, the wood can be turned into<br />
woodchips or firewood. Large slash piles may also be burned on<br />
site. Since even small root fragments can sprout into a new tree,<br />
the roots of tree-of-heaven should be carefully disposed of. It is<br />
recommended to bag or incinerate the roots (Hoshovsky, 1995).<br />
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Extent.of.<br />
infestation<br />
Recommended.<br />
method.of.control<br />
Table 7: Management recommendations for tree-of-heaven (Ailanthus altissima).<br />
Small.invasions.and.satellite.populations Large.invasions.and.dense.populations<br />
Hand-pulling,.excavation.and.cutting. Integrated.control.including.hand-pulling,.<br />
cutting.and..herbicide.application.<br />
Timing Hand-pull.all.emerging.saplings.in.the.<br />
spring.before.they.develop.a.large.taproot.<br />
Cut.and.excavate.larger.saplings.<br />
throughout.the.year.<br />
Cut.large.trees.in.the.early.summer.right.<br />
after.flowering.for.optimal.results.<br />
Frequency.of.<br />
control<br />
Ongoing.monitoring.and.control.will.be.<br />
needed..Re-sprouts.from.cut.trees.will.<br />
need.to.be.controlled.several.times.per.<br />
year.<br />
Length.of.control 2-5.years. 5+.years.<br />
Required.<br />
restoration<br />
Plant.native.species.or.apply.mulch.in.<br />
areas.where.hand-pulling.creates.soil.<br />
disturbance.<br />
Hand-pull.all.emerging.saplings.in.the.<br />
spring.before.they.develop.a.large.taproot.<br />
Cut.large.trees.in.the.early.summer.right.<br />
after.flowering.<br />
Apply.herbicides.in.the.spring.or.fall.when.<br />
most.native.vegetation.is.dormant.<br />
Ongoing.monitoring.and.management.<br />
will.be.needed.to.control.tree-of-heaven.<br />
invasions..Re-sprouts.from.cut.trees.will.<br />
need.to.be.controlled.several.times.per.<br />
year..Herbicides.may.need.to.be.reapplied.the.following.year.<br />
Plant.native.species.or.apply.mulch.in.<br />
areas.where.hand-pulling.creates.soil.<br />
disturbance.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.3<br />
Garlic Mustard<br />
(Alliaria petiolata)<br />
Other common names:<br />
hedge Garlic<br />
Priority Rating: hiGh<br />
Figure 54: Garlic Mustard 1.<br />
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<strong>identiFicAtion</strong><br />
Growth ForM: Garlic mustard has a two-year life cycle.<br />
During the first year, a small cluster of leaves called a basal<br />
rosette form (Fig. 55). During the second year, stems emerge<br />
from the basal rosette to produce flowers and seed. Flowering<br />
stems can reach 1.25m in height. All parts of the plant emit a<br />
garlic odour when crushed (Cavers et al. 1979).<br />
Figure 55: First-year basal rosette 1 (left) and second-year growth 1 (right) of garlic mustard.<br />
leAves: Basal rosette leaves are kidney-shaped with wavy<br />
edges (Rodgers et al. 2008). Deep veins give the leaves a wrinkled<br />
appearance. Each rosette has 2 to 12 leaves arranged in a whorl.<br />
These leaves remain green throughout the winter, even when<br />
buried in snow (Fig. 56). Second-year leaves grow from a stalk in<br />
an alternate arrangement (Fig. 57). They are triangular in shape<br />
with toothed edges (Cavers et al. 1979).<br />
Figure 56: First-year basal leaves of garlic mustard 1 . Figure 57: Second-year leaves of garlic mustard 1 .
5.1.3 GARLIC MUSTARD (Alliaria petiolata)<br />
Flowers: Flowers have 4 white petals, 4 green sepals and 6<br />
stamen (Fig. 58). They grow in clusters, also known as racemes,<br />
at the top of each stem (Cavers et al. 1979).<br />
Figure 58: Garlic mustard flowers 1 .<br />
Fruit/seed: Mature plants produce long, slender seedpods<br />
full of tiny black seeds (Kaufman & Kaufman, 2007) (Fig. 59).<br />
Figure 59: Seedpod formation 1 (left) and mature seeds 1 (right) of garlic mustard.<br />
root: Taproots have an S-shaped pattern (Fig. 60) directly<br />
below the stem (Cavers et al. 1979).<br />
Figure 60: Characteristic S-curved root of garlic mustard 1 .<br />
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siMilAr sPecies<br />
Ground ivy (Glechoma hederacea)<br />
The first-year basal leaves of garlic mustard can be confused<br />
with ground ivy leaves when the plants are not in flower (Fig.<br />
61). Look closely for hair on the leaves. Ground ivy leaves are<br />
hairy whereas garlic mustard leaves are not. These plants<br />
cannot be confused when they are in flower because ground ivy<br />
has purple flowers (Fig. 62) whereas garlic mustard has white<br />
flowers (Newcomb, 1977; Dickinson et al. 2004).<br />
Figure 61: Comparing the leaves of ground<br />
ivy 1 (left) to those of garlic mustard 1 (right).<br />
violets (Viola spp.)<br />
Figure 62: Ground ivy flowers 1 .<br />
Violet leaves can be confused with the first-year basal leaves of<br />
garlic mustard when the plants are not in flower (Fig. 63). It is<br />
often very difficult to differentiate between violets and garlic<br />
mustard. Some guides point out that the wavy edges are less<br />
than 1mm long for violets whereas they are greater than 1mm<br />
long for garlic mustard. Perform a quick check by crushing<br />
the leaves to detect whether or not they emit a garlic odour.<br />
Although some violet species have white flowers they are not<br />
similar to those of garlic mustard (Newcomb, 1977; Dickinson<br />
et al. 2004) (Fig. 64).<br />
Figure 63: Comparing violet leaves 1 (top)<br />
to garlic mustard basal leaves 1 (bottom).<br />
Figure 64: Violet flowers 20 .
5.1.3 GARLIC MUSTARD (Alliaria petiolata)<br />
kidney-leaved buttercup (Ranunculus abortivus)<br />
Before flowering, the first-year basal leaves of garlic mustard<br />
can be confused with the basal leaves of kidney-leaved<br />
buttercup (Fig. 65). The leaves of kidney-leaved buttercup have a<br />
very flat appearance whereas the basal leaves of garlic mustard<br />
have deep veins that give them a wrinkled appearance. Kidneyleaved<br />
buttercup flowers are yellow (Fig. 66) in contrast to the<br />
white flowers of garlic mustard (Newcomb, 1977; Dickinson et<br />
al. 2004).<br />
Figure 65: Comparing the basal leaves of<br />
kidney-leaved buttercup 1 (left) to those of garlic<br />
mustard 1 (right).<br />
Figure 67: Comparing the leaves<br />
of wild ginger 1 (top) to those of<br />
garlic mustard 1 (bottom).<br />
wild ginger (Asarum canadense)<br />
Figure 66: Kidney-leaved buttercup flower 1 .<br />
Wild ginger leaves may appear to be similar to garlic mustard<br />
basal leaves at first sight (Fig. 67). However, wild ginger leaves<br />
do not have the wavy edges that are characteristic of the basal<br />
leaves of garlic mustard. The flowers of wild ginger emerge<br />
close to the ground and are red (Fig. 68). Garlic mustard flowers<br />
are white and grow on the top of flowering stalks (Newcomb,<br />
1977; Dickinson et al. 2004).<br />
Figure 68: Wild ginger flower 1 .<br />
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toothwort (Cardamine spp.)<br />
The flowers of toothwort are very similar in appearance to garlic<br />
mustard flowers. Both species have white flowers with four<br />
petals (Fig. 69). In contrast, these plants are easily identified<br />
by the characteristics of their leaves. Toothwort leaves are<br />
compound, consisting of three leaflets (Fig. 70), whereas garlic<br />
mustard leaves are simple (Newcomb, 1977; Dickinson et al.<br />
2004).<br />
Figure 69: Comparing the flowers of toothwort 1 (left) to those of garlic mustard 13 (right).<br />
Figure 70: Comparing toothwort 1 (left) and garlic mustard 1 (right).<br />
catnip (Nepeta cataria)<br />
Catnip leaves may be confused with the second-year leaves<br />
of garlic mustard. They are both triangular with sharp edges<br />
(Fig. 71). Close inspection will reveal that catnip leaves are very<br />
hairy while garlic mustard leaves are not. Catnip flowers do not<br />
resemble garlic mustard flowers (Fig. 72) as they are irregular<br />
in shape (Newcomb, 1977; Dickinson et al. 2004).<br />
Figure 71: Comparing the leaves of catnip 1 (left) to the second-year leaves of<br />
garlic mustard 1 (right).<br />
Figure 72: Catnip flowers 1
5.1.3 GARLIC MUSTARD (Alliaria petiolata)<br />
A key to plants that may be confused with garlic<br />
mustard (Alliaria petiolata)<br />
1..Compound.leaves......................................................................................... Toothwort.(Cardamine spp.)<br />
1..Simple.leaves.<br />
. 2..Leaf.edges.smooth................................................................................... Wild.ginger.(Asarum canadense)<br />
. 2..Leaf.edges.toothed<br />
. . 3..Teeth.rounded<br />
. . . 4..Leaves.with.hair................................................................................ Ground.ivy.(Glechoma hederacea)<br />
. . . 4..Leaves.without.hair<br />
. . . . 5..Deep.veins.give.leaves.a.wrinkled.appearance................ Garlic.mustard.(Alliaria petiolata)<br />
. . . . 5..Leaves.appear.flat....................................................................... Kidney-leaved.buttercup.(Ranunculus abortivus)<br />
. . 3..Teeth.sharp.or.pointed<br />
. . . . . 6..Leaves.very.hairy.................................................................... Catnip.(Nepeta cataria)<br />
. . . . . 6..Leaves.with.little.or.no.hair<br />
. . . . . . 7..Teeth.less.than.1mm.long............................................... Violet.(Viola spp.)<br />
. . . . . . 7..Teeth.greater.than.1mm.long........................................ Garlic.mustard.(Alliaria petiolata)<br />
tAxonoMic hierArchy<br />
Kingdom. Plantae<br />
...Subkingdom. Tracheobionta<br />
......Division. Magnoliophyta<br />
........Class. Magnoliopsida<br />
.........Subclass. Dilleniidae<br />
...........Order. Brassicales<br />
............Family. Brassicaceae<br />
.............Genus. Alliaria<br />
...............<strong>Species</strong>. Alliaria petiolata<br />
BioloGy<br />
oriGin & distriBution<br />
A native to Eurasia, garlic mustard<br />
was probably introduced to North<br />
America by early settlers. It was<br />
valued for its garlic flavour and<br />
healing properties (Huffman, 2005).<br />
The first documented evidence of<br />
garlic mustard in North America<br />
was found on Long Island, New<br />
York in 1868 (Anderson et al. 1996).<br />
Canadian records show that garlic<br />
mustard was found in Toronto,<br />
Ontario in 1879 where it has since<br />
spread to Quebec, New Brunswick,<br />
Nova Scotia and British Columbia<br />
(Cavers et al. 1979).<br />
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hABitAt<br />
Garlic mustard is a shade tolerant species (Rodgers et al.<br />
2008) that grows best in moist soils (Cavers et al. 1979). In its<br />
native range, garlic mustard occupies edge habitats such as<br />
those found on the borders of forests and rivers (Rodgers et<br />
al. 2008). In North America, garlic mustard also prefers these<br />
edge habitats. However, populations can be found anywhere<br />
from forest interiors to open fields (Cavers et al. 1979) (Fig. 73).<br />
Disturbed areas allow seedlings to establish where they can<br />
spread and invade undisturbed habitats (Kaufman & Kaufman,<br />
2007).<br />
Figure 73: Garlic mustard in the forest understory 1 .<br />
reProduction<br />
Garlic mustard plants reproduce via seed production. Although<br />
a variety of insects help to pollinate the flowers of garlic<br />
mustard, these plants can also self-pollinate. This ensures that<br />
seeds will be produced by every flowering individual (Rodgers<br />
et al. 2008). Mature plants produce seedpods that hold 10 to 20<br />
seeds and each plant can have anywhere from 1 to 150 seedpods<br />
(Cavers et al. 1979). Seeds have a thick outer layer that allows<br />
them to persist in the soil for up to 10 years (Rodgers et al.<br />
2008).<br />
liFe cycle<br />
Garlic mustard has a biennial (two-year) life cycle. Basal leaves<br />
develop during the first year. Flowers emerge in April during<br />
the second year of growth. Seedpods are formed shortly<br />
thereafter and seeds are dispersed throughout the summer<br />
and fall (Cavers et al. 1979).
5.1.3 GARLIC MUSTARD (Alliaria petiolata)<br />
success MechAnisMs<br />
Several aspects relating to garlic mustard’s reproductive<br />
capabilities lend to its success as an invader. These include the<br />
ability to self-pollinate, to produce a large quantity of viable<br />
seed, and to form extensive seed banks. Many native plants<br />
need insect pollinators in order to produce seed. However,<br />
garlic mustard has the ability to self-pollinate. This gives<br />
garlic mustard the advantage of consistent seed production<br />
(Rodgers et al. 2008). Populations of garlic mustard can<br />
increase rapidly because these plants have a high reproductive<br />
potential (Drayton & Primack, 1999). An individual plant has<br />
the ability to produce over 3500 seeds and studies have shown<br />
that several populations in Ontario can produce 107 000 seeds<br />
within one square metre (Cavers et al. 1979). After dispersal,<br />
seeds remain dormant until ideal conditions prompt them to<br />
germinate. A thick outer seed coat (Cavers et al. 1979) allows<br />
seeds to remain viable for up to 10 years, forming a seed bank<br />
in the soil (Rodgers et al. 2008).<br />
Garlic mustard has the ability to thrive in areas with a wide<br />
range of different light intensities. The basal leaves of garlic<br />
mustard remain green all year providing the plant with<br />
potential photosynthetic activity during late fall and early<br />
spring when other native herbs are dormant (Myers et al. 2005)<br />
(Fig. 74). Photosynthesis is important because it allows plants<br />
to convert solar energy into organic compounds for growth<br />
and reproduction. Being an evergreen species, garlic mustard<br />
obtains a competitive advantage over other species that can<br />
only photosynthesize during the summer months (Myers et al.<br />
2005).<br />
Figure 74: Garlic mustard’s basal leaves remain green all year long 1 .<br />
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Garlic mustard has a variety of secondary compounds that may<br />
decrease the likelihood of herbivore attack and suppress the<br />
growth of competing plants. Secondary compounds are found<br />
in the plant tissues and can react with water to form cyanide<br />
compounds. These compounds are toxic and help to discourage<br />
potential herbivores from feeding on the plants (Rodgers et al.<br />
2008). In its native range, organisms have had time to co-evolve<br />
with these toxic compounds whereas North American species<br />
have not (Renwick, 2002).<br />
Secondary compounds can potentially suppress the growth of<br />
competing native plants. This may be accomplished indirectly,<br />
by decreasing the amount of mycorrhizal fungi found in the<br />
soil (Barto et al. 2010). Unlike most native plants that rely on<br />
these beneficial fungi for nutrients, garlic mustard does not<br />
establish associations with mycorrhizal fungi. As such, by<br />
depressing mycorrhizal associations of native plants they can<br />
gain a competitive advantage (Wolfe et al. 2008).<br />
ecoloGicAl iMPActs<br />
Garlic mustard may change the species composition in mature<br />
hardwood forests. Greenhouse studies have shown that garlic<br />
mustard can dramatically affect the growth rate of dominant<br />
hardwood species such as sugar maple (Acer saccharum),<br />
red maple (Acer rubrum) and white ash (Fraxinus americana).<br />
Regeneration of these canopy tree species is repressed which<br />
in time could change the overall composition of a mature<br />
hardwood stand to that of an early successional community<br />
(Stinson et al. 2006). Further research in the field is needed to<br />
assess the effects of garlic mustard on the species composition<br />
of mature forests.<br />
Diversity within a forest stand is important because it supports<br />
a healthy ecosystem. A diverse forest is less susceptible to the<br />
impacts of pest outbreaks and disease (Chapeskie et al. 2006).<br />
Garlic mustard actively decreases diversity through its superior<br />
competitive abilities and by preventing nutrient uptake by<br />
mycorrhiza-dependent species (Stinson et al. 2006). Dense<br />
stands can form in the understory, effectively decreasing the<br />
abundance of native wildflowers and potentially repressing<br />
hardwood regeneration (Fig. 75).<br />
Garlic mustard invasions affect wildlife. Studies have shown<br />
that garlic mustard has a negative impact on certain species<br />
of butterfly. Native species such as West Virginia white (Pieris<br />
virginiensis) and mustard white (Pieris napi oleracea) have<br />
been observed to deposit their eggs on garlic mustard plants.<br />
Unfortunately, secondary compounds greatly lower the survival<br />
rate of hatching larvae (Rodgers et al. 2008). These butterflies
5.1.3 GARLIC MUSTARD (Alliaria petiolata)<br />
usually oviposit on native toothwort (Cardamine sp.) found in<br />
forest understories. Garlic mustard populations can encroach<br />
upon toothwort habitat and gradually displace toothwort<br />
populations. With the absence of toothwort, these butterflies<br />
have little choice but to deposit their eggs on garlic mustard<br />
(Renwick, 2002).<br />
Figure 75: Second-year garlic mustard plants towering over native<br />
vegetation 1 .<br />
vectors/PAthwAys<br />
Garlic mustard seeds usually fall within several metres of the<br />
parent plant. This allows for the growth of dense patches and the<br />
development of a large seed bank for established populations<br />
(Anderson et al. 1996). As populations have been observed<br />
along flood water paths it seems likely that flood waters can<br />
increase dispersal distance (Wilkens, 2000).<br />
Long distance dispersal usually occurs with the help of other<br />
organisms. Humans are mainly responsible for the dispersal<br />
of garlic mustard seeds. Seeds can readily attach to clothing,<br />
shoes and tires. Seeds can get stuck to machinery such as heavy<br />
equipment used for creating roads or used for logging. Tires<br />
from all-terrain vehicles, tractors and trailers contribute to<br />
seed dispersal (Shartell et al. 2011).<br />
Animals such as mice, raccoons and squirrels have been<br />
observed collecting seeds and moving them to roosting areas.<br />
Seeds often get stuck to the hooves of deer where they can be<br />
carried over long distances (Wilkens, 2000). While feeding, deer<br />
will often create areas of disturbance where garlic mustard can<br />
easily become established (Rodgers et al. 2008).<br />
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MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Prevent seeds from entering the woodlot by limiting access and<br />
washing all shoes and tires before entry;<br />
• Do not let domestic animals roam freely if there are known garlic<br />
mustard populations in or around the woodlot;<br />
• Try to minimize soil disturbance during woodlot management<br />
activities;<br />
• Volunteer to help eliminate garlic mustard populations from<br />
nearby properties.<br />
eArly detection techniques<br />
• Monitor the woodlot frequently paying attention to roadsides,<br />
flood water paths and disturbed areas;<br />
• Learn how to identify both the basal rosette stage and secondyear<br />
mature stage of garlic mustard.<br />
control oPtions<br />
Hand-pulling: Garlic mustard can be pulled from the ground<br />
with relative ease. Pulling from the base of the stalk will<br />
prevent the stem from breaking and allow a large majority of<br />
the root to be removed. Remove as much of the root as possible,<br />
with the upper half of the taproot being removed at the very<br />
least, to prevent re-sprouting (Fig. 76). All above-ground plant<br />
tissue should be placed in a bag and removed from the area.<br />
This is essential as pulled stems may have the ability to release<br />
viable seed. Care should be taken not to trample or pull native<br />
vegetation (NCC, 2007).<br />
Figure 76: Hand-pulling garlic mustard plants 1 .
5.1.3 GARLIC MUSTARD (Alliaria petiolata)<br />
In areas with small invasions or scattered satellite populations,<br />
the goal of hand-pulling should be to remove both first and<br />
second-year plants. In areas with larger invasions it will<br />
become impractical to try to remove all garlic mustard plants.<br />
In these areas, focus should lean towards removing all mature<br />
second-year plants while allowing the basal rosettes to remain.<br />
Removing the second-year plants will prevent seeds from<br />
producing and replenishing the seed bank. Management will<br />
need to continue for years until the seed bank is completely<br />
exhausted (Nuzzo, 1991).<br />
Place all plant parts in a plastic or paper bag and dispose of in<br />
an appropriate landfill (Fig. 77). Garlic mustard is not a yard<br />
waste and should not be disposed of as such. Contact your<br />
local waste service provider and/or landfill manager to discuss<br />
disposal procedures. Ensure that no parts are left behind to<br />
produce roots or seed. Make sure that bags are properly sealed<br />
to prevent spread during transportation (Frey et al. 2005).<br />
Figure 77: Garlic mustard disposal 1 .<br />
Flower-head removal: In small populations, removing flower<br />
heads can prevent seed production. However, constant<br />
vigilance is required as clipping encourages the growth of<br />
more flowers. This control method should only be used in<br />
very small populations as it involves frequent monitoring.<br />
One advantage of removing flower heads over hand-pulling is<br />
the absence of soil disturbance. When plants are pulled, they<br />
create extra space on the forest floor where garlic mustard can<br />
reinvade (NCC, 2007). Care should be taken when selecting<br />
this management option. It may prove difficult to ensure that<br />
all flowers have been removed. Missing a single reproductive<br />
individual could potentially negate the time and effort invested<br />
in control if seeds are allowed to replenish the seed bank (Frey<br />
et al. 2005).<br />
Mowing or cutting: Manual control of dense patches can be<br />
accomplished by mowing or cutting. This is only appropriate in<br />
areas where large invasions have eliminated native vegetation.<br />
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Cutting can be done using weed whackers, scythes, and lawn<br />
mowers. The objective is to cut as close to the ground as<br />
possible. This control method will need to be conducted several<br />
times throughout the season as new shoots arise from the<br />
taproots (Drayton & Primack, 1999). There is a short window<br />
of opportunity in which the most damage can be done to<br />
individual garlic mustard plants using the cutting method. The<br />
roots of garlic mustard allocate the greatest amount of energy<br />
to the flower and fruiting stage, thus cutting the plants right<br />
after they produce flowers may leave the remaining roots in<br />
an energy deficient state (NCC, 2007). Cutting should be done<br />
before seeds are produced and throughout the season to prevent<br />
any late seedpod production. The main goal is to exhaust the<br />
seed bank, gradually eliminating the entire population (Strobl<br />
& Bland, 2000).<br />
Herbicide application: Dense patches can be controlled<br />
chemically. Studies have shown that herbicides can decrease<br />
garlic mustard populations by as much as 91% (Rodgers et<br />
al. 2008). In order to decrease the amount of damage done to<br />
native vegetation it would be appropriate to use a spot-treatment<br />
method. This may increase the amount of labour required,<br />
however, it is essential to minimize any impacts to native<br />
plants (Landis & Evans, 2009). Herbicide application should<br />
only be done in the spring or fall when most native plants are<br />
dormant. A spring application has the advantage of eradicating<br />
both the first-year basal rosettes and the second-year flowering<br />
plants (Slaughter et al. 2007). However, a spring application may<br />
be inappropriate if the affected woodlot is valued for its early<br />
spring ephemerals (NCC, 2007). A fall application is generally<br />
preferred because a large majority of native plants have already<br />
entered into dormancy (Slaughter et al. 2007).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
A plan should be created before the commencement of any<br />
management practice. Control efforts should focus on working<br />
from the outer boundaries of the invasion towards the centre.<br />
This will prevent seeds, a main dispersal agent for garlic<br />
mustard, from being spread to other areas of the hardwood<br />
stand. Be sure to inspect and clean footwear, clothing, tires and<br />
any other objects that could harbour seeds before moving to<br />
other areas (Nuzzo, 1991).<br />
In the spring it is best to hand-pull, cut or mow dense patches of<br />
second-year plants shortly after they begin to flower but before
5.1.3 GARLIC MUSTARD (Alliaria petiolata)<br />
they begin producing seedpods. Use caution in areas where<br />
there is desirable vegetation to prevent any unwanted damage.<br />
The goal is to prevent any seeds from replenishing the seed<br />
bank. Monitor the area throughout the summer and pull any late<br />
flowering individuals (NCC, 2007). Apply herbicides in the fall,<br />
after the majority of native vegetation has entered dormancy.<br />
Targeting the basal rosettes should reduce the number of<br />
second-year plants produced the following year. Repeat for 2 to<br />
3 years or until the population has reached a manageable size<br />
to fully rely upon non-chemical control methods such as handpulling<br />
(Slaughter et al. 2007).<br />
option #2: without chemical control<br />
Hand-pull, cut or mow dense patches of second-year plants<br />
shortly after they begin to flower in the spring. Ensure this<br />
is done before the garlic mustard plants begin producing<br />
seedpods. Use caution in areas where there is desirable<br />
vegetation to prevent any unwanted damage. The goal is to<br />
prevent any seeds from replenishing the seed bank. Monitor<br />
the area and pull any remaining second-year plants throughout<br />
the summer. Focus on eliminating second-year plants to slowly<br />
exhaust the seed bank. As the population begins to decrease<br />
in size, basal rosettes may also be targeted to help speed up<br />
control (Nuzzo, 1991).<br />
There is the potential to reintroduce native species to these<br />
disturbed areas which may jumpstart the restoration of the<br />
forest ecosystem. Results from a study by Murphy (2005) revealed<br />
that planting a native wildflower, bloodroot (Sanguinaria<br />
canadensis), helped to alleviate the spread of garlic mustard<br />
(Fig. 78). Further research is needed to determine which native<br />
species would be appropriate for such restoration efforts.<br />
Figure 78: Planting a native species, bloodroot (Sanguinaria canadensis) 1 .<br />
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Table 8: Management recommendations for garlic mustard (Alliaria petiolata).<br />
Extent.of.infestation Small.invasions.and.satellite.populations Large.invasions.and.dense.populations<br />
Recommended.<br />
method.of.control<br />
Hand-pulling.and.flower.head.removal. Integrated.control.including.physical.<br />
control.methods.and.herbicide..<br />
application.<br />
Timing Hand-pulling:.Spring.(April-May).<br />
Flower.head.removal:.Spring.and.early.<br />
summer.(April-June).<br />
Frequency.of.control Hand-pulling:.Several.times.per.year,.up.to.<br />
five.years.or.until.the.seed.bank.is.exhausted.<br />
Flower.head.removal:.Every.few.days.until.no.<br />
more.flowers.are.produced.<br />
Length.of.control 2-5.years. 5.+.years.<br />
required.restoration Plant.native.species.in.areas.where.handpulling.creates.soil.disturbance.<br />
Integrated.control:..<br />
Physical.control:.Spring.and.summer..<br />
Herbicide.application:.Fall.<br />
Manual.removal.in.the.spring.and.chemical.<br />
control.in.the.fall.may.be.required.for.up.to.<br />
5.years.or.until.seed.bank.is.exhausted.<br />
Plant.native.species.once.seed.bank.has.<br />
nearly.been.exhausted..Monitoring.and.<br />
hand-pulling.any.germinating.garlic.<br />
mustard.seedlings.will.be.needed.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.4<br />
Barberry<br />
(Berberis thunbergii & B. vulgaris)<br />
Other common names:<br />
japanese barberry, Purple japanese barberry, common barberry,<br />
european barberry, jaundice berry<br />
Priority Rating: hiGh<br />
Figure 79: Japanese barberry 1 .<br />
85<br />
[ ]
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
<strong>identiFicAtion</strong><br />
Two species of barberry currently invade Ontario hardwood<br />
stands: Japanese barberry (Berberis thunbergii) and common<br />
barberry (Berberis vulgaris). They are both deciduous shrubs<br />
with yellowish bark and spiny branches (Bailey, 1969).<br />
japanese barberry (Berberis thunbergii)<br />
steM & BrAnches: The branches are brown with deep<br />
grooves and have alternately arranged simple thorns (Fig. 80).<br />
Japanese barberry shrubs range from 0.5m to 2m in height<br />
(Bailey, 1969).<br />
Figure 80: Japanese barberry stem with simple thorns 1 .<br />
leAves: Japanese barberry has simple, oval leaves with<br />
smooth margins which taper at the base (Fig. 81). The leaves are<br />
found in clusters of approximately 2 to 6 leaves located above<br />
each thorn. Leaves range in colour from green to red to purple,<br />
depending on the cultivar (Kaufman & Kaufman, 2007).<br />
Figure 81: Japanese barberry leaves 1 .
5.1.4 BARBERRY (Berberis thunbergii & B. vulgaris)<br />
Flowers: Pale yellow flowers emerge from the leaf axils,<br />
either as a solitary flower or in groups of 2 to 4 (Swearingen et<br />
al. 2010). They have 6 petals, 6 sepals and 6 stamen (Fernald,<br />
1950) (Fig. 82).<br />
Figure 82: Japanese barberry flowers 1 .<br />
Fruit/seed: The fruit is a bright red, oval berry containing<br />
several small seeds (Bailey, 1969) (Fig. 83).<br />
common barberry<br />
(Berberis vulgaris)<br />
Figure 83: Fruit of Japanese barberry 1 .<br />
steMs & BrAnches: The branches<br />
of common barberry are brownish-grey<br />
with deep grooves and have alternately<br />
arranged 3-pronged spines (Bailey, 1969)<br />
(Fig. 84). Common barberry shrubs range<br />
from 1 to 3m in height (Fernald, 1950).<br />
Figure 84: Common barberry stem<br />
with 3-pronged spines 6 .<br />
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Figure 85: Common<br />
barberry leaves 6 .<br />
leAves: Common barberry has simple, oval leaves with<br />
toothed margins which taper at the base (Fig. 85). They are<br />
found in clusters along the stem (Bailey, 1969). Leaves are green<br />
but turn red, orange or purple in the fall (Gucker, 2009).<br />
Flowers: Clusters of 10 to 20 pale yellow flowers grow in<br />
racemes (Gleason & Cronquist, 1963). They have 6 petals, 6<br />
sepals and 6 stamen (Fernald, 1950) (Fig. 86).<br />
Fruit/seed: The fruit is a berry containing several small<br />
seeds (Bailey, 1969). As the fruits mature they change from<br />
green to bright red (Fig. 87).<br />
Figure 86: Common barberry<br />
flower clusters 6 .<br />
siMilAr sPecies<br />
Barberries are easily distinguished from other shrubs during<br />
the growing season when they have leaves. The oval, tapering<br />
leaves found in clusters along the stem are different than those<br />
of native shrubs in Ontario. However, the thorny branches may<br />
be confused with those of other shrubs when the leaves are<br />
absent during the colder months. Similar shrubs with thorns<br />
include buckthorn (Rhamnus spp.) hawthorn (Crataegus spp.),<br />
and gooseberry (Ribes spp.).<br />
Buckthorn (Rhamnus spp.)<br />
Several species of native and exotic buckthorn are found in<br />
Ontario. Buckthorn can be easily distinguished from barberry<br />
by the position of its thorns, which are opposite to one another<br />
while barberry has alternately arranged thorns (Fig. 88). The<br />
leaves of buckthorn are different than those of barberry; they<br />
have an opposite arrangement and do not taper at the base<br />
(Symonds, 1963) (Fig. 89).<br />
Figure 87: Common<br />
barberry fruit 14 .
5.1.4 BARBERRY (Berberis thunbergii & B. vulgaris)<br />
Figure 88: Comparing the opposite thorns of buckthorn 14 (left) to the alternately arranged thorns of<br />
Japanese barberry 1 (right).<br />
Figure 89: Comparing a buckthorn leaf 1 (left) to that of Japanese barberry 1 (right).<br />
hawthorn (Crataegus spp.)<br />
There are many species of native hawthorn in Ontario. These<br />
hawthorns can sometimes be confused with barberries because<br />
they also have alternately arranged single thorns. However, their<br />
toothed leaves contrast with those of Japanese barberry, which<br />
have smooth edges (Fig. 90). Common barberry has 3-pronged<br />
thorns whereas hawthorns have singular thorns (Fig. 91). Unlike<br />
barberries, the buds of hawthorn are almost spherical and are<br />
not located above each thorn (Symonds, 1963).<br />
Figure 90: Comparing the thorns and leaves of<br />
hawthorn 21 (top) to those of Japanese barberry 1 (bottom).<br />
Figure 91: Comparing the singular thorns of hawthorn 16<br />
(left) to the 3-pronged thorns of common barberry 6 (right).<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
A key to shrubs that may be confused<br />
with barberry (Berberis spp.)<br />
1..Leaves.are.present.(spring,.summer,.fall)<br />
. 2..Leaves.with.toothed.edges................................................................................Common.barberry.(Berberis vulgaris)<br />
. 2..Leaves.with.smooth.edges.................................................................................Japanese.barberry.(Berberis thunbergii)<br />
1..Leaves.are.not.present.(winter)<br />
. . 3..Thorns.found.opposite.to.one.another.....................................................Buckthorn.(Rhamnus.spp.)<br />
. . 3..Thorns.with.an.alternate.arrangement<br />
. . . 4..Buds.almost.spherical.................................................................................Hawthorn.(Crataegus.spp.)<br />
. . . 4..Buds.not.spherical<br />
. . . . 5..Unbranched,.single.spine......................................................................Japanese.barberry.(Berberis thunbergii)<br />
. . . . 5..Branched,.3-pronged.spines................................................................Common.barberry.(Berberis vulgaris)<br />
tAxonoMic hierArchy<br />
Japanese barberry.(Berberis thunbergii)<br />
Kingdom. Plantae.<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Magnoliidae<br />
..........Order. Ranunculales.<br />
............Family. Berberidaceae<br />
..............Genus. Berberis<br />
................<strong>Species</strong>. Berberis thunbergii<br />
BioloGy<br />
oriGin & distriBution<br />
Common barberry.(Berberis vulgaris)<br />
Kingdom. Plantae.<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Magnoliidae.<br />
..........Order. Ranunculales<br />
............Family. Berberidaceae<br />
..............Genus. Berberis<br />
................<strong>Species</strong>. Berberis vulgaris<br />
Common barberry was introduced by early settlers due to its<br />
popular uses in dyes and jams. However, when it was discovered<br />
to act as a host for cereal stem rust (Puccinia graminis), control<br />
measures were put in place to eradicate the shrub from North
5.1.4 BARBERRY (Berberis thunbergii & B. vulgaris)<br />
America (Kaufman & Kaufman, 2007). An eradication program<br />
was initiated in 1964 in Ontario and Quebec but complete<br />
eradication was never achieved. Since the 1980’s populations<br />
have begun to increase due to alleviation of control measures<br />
(Clark et al. 1986).<br />
Japanese barberry was brought into the country from Japan as<br />
an alternative to common barberry in the late 1800’s. Although<br />
it is not a host for any agricultural crop diseases it has invaded<br />
forest understories. In spite of this outcome, some cultivars of<br />
Japanese barberry are still being sold as ornamental shrubs in<br />
Ontario (Zouhar, 2008).<br />
hABitAt<br />
Japanese barberry has high phenotypic plasticity, growing in<br />
a wide array of light and moisture conditions (Silander Jr. &<br />
Klepeis, 1999). It has been documented in riparian areas and<br />
in both open and closed-canopy habitats such as wetlands, old<br />
fields and forests (Zouhar, 2008). Japanese barberry can escape<br />
from cultivation and form dense stands in undisturbed forest<br />
understories (Ehrenfeld, 1997) (Fig. 92).<br />
Figure 92: Japanese barberry growing in the forest understory 6 .<br />
reProduction<br />
Barberry can spread via sexual and vegetative reproduction.<br />
Barberries produce a multitude of fruit. Seeds are dispersed as<br />
berries drop to the ground or are eaten by wildlife. Barberries<br />
reproduce vegetatively by way of tillers produced from the root<br />
system or when stems take root when they come into contact<br />
with the ground (Ehrenfeld, 1999).<br />
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liFe cycle<br />
Barberry seeds germinate in May. Mature shrubs produce<br />
flowers from April to June. Berries mature in late summer,<br />
usually at the end of August and early September. Unless eaten<br />
by wildlife, these berries will remain on the plants throughout<br />
the winter (Ehrenfeld, 1999) (Fig. 93).<br />
Figure 93: Japanese barberry fruits are often seen in winter 14 .<br />
success MechAnisMs<br />
Barberry has high recruitment rates due to its ability to<br />
produce large quantities of seed. As stem densities increase in<br />
a barberry stand so does the rate of recruitment. The ability to<br />
employ a variety of reproductive methods (see above) increases<br />
barberry’s ability to invade an area. Populations can expand<br />
quickly, taking up space and shading-out native understory<br />
species (Ehrenfeld, 1999).<br />
Barberry produces leaves very early in the season before other<br />
native shrub species and well before canopy closure (Fig. 94).<br />
This results in longer photosynthetic activity compared to<br />
other co-occurring species (Silander Jr. & Klepeis, 1999) and<br />
helps these invasive shrubs to become established in the forest<br />
understory before light levels become sub-optimal as the<br />
canopy closes (Cheng-Yuan et al. 2007).<br />
Figure 94: Japanese barberry in early spring 6 .
5.1.4 BARBERRY (Berberis thunbergii & B. vulgaris)<br />
ecoloGicAl iMPActs<br />
Barberry forms dense<br />
stands in hardwood forest<br />
understories (Fig. 95). Such<br />
stands cover large areas and<br />
compete with native plants<br />
for space, nutrients and<br />
light (Zouhar, 2008). One<br />
study revealed a positive<br />
correlation between Japanese<br />
barberry stands and blacklegged<br />
tick (Ixodes scapularis)<br />
populations. Indeed, areas<br />
invaded by Japanese barberry<br />
supported a greater number<br />
of tick hosts (Elias et al.<br />
2006). Black-legged ticks are<br />
detrimental to human health<br />
as they can transmit a variety<br />
of diseases such as Lyme<br />
disease (Borrelia burgdorferi)<br />
(Magnarelli et al. 2006).<br />
Barberry populations can change forest soil characteristics<br />
by increasing pH levels and nitrification rates (Ehrenfeld et<br />
al. 2001). These edaphic effects may inhibit the restoration of<br />
native flora and alter the forest’s successional patterns after<br />
the removal of this invasive plant (Kourtev et al. 1999; Zouhar,<br />
2008).<br />
vectors & PAthwAys<br />
Figure 95: Japanese barberry invasion 22 .<br />
Barberry has bright red berries, which are attractive to wildlife.<br />
Turkeys, grouse and various songbirds consume the berries.<br />
Berries may thus be transported to other places where the birds<br />
eat the fruit pulp and discard the seeds. Seeds may also be eaten<br />
and passed through the digestive tract to later be discarded,<br />
often quite far from their origin (Silander Jr. & Klepeis, 1999).<br />
Animals such as chipmunks, mice and deer may also play a<br />
role in seed dispersal (Ehrenfeld, 1997; 1999).<br />
Common barberry cannot be imported or sold within Canada<br />
due to its ability to act as an alternate host for cereal stem rust<br />
disease (Puccinia graminis) (Fig. 96). However, twelve cultivars<br />
of Japanese barberry have been approved for sale in Canada<br />
because they have been found to be resistant to the disease.<br />
Sold as ornamental shrubs, these cultivars frequently escape<br />
from cultivation due to bird-mediated dispersal. Humans can<br />
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aid in seed dispersal when seeds get stuck under shoes or in<br />
tire treads (CFIA, 2008).<br />
Figure 96: The symptoms of cereal stem rust (Puccinia graminis) 23 .<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Barberry is considered an invasive plant and should not be planted<br />
in the garden. Use native alternatives or species that are not<br />
considered invasive;<br />
• Prevent seeds from entering the woodlot by limiting access and<br />
washing shoes and tires before entry.<br />
eArly detection techniques<br />
• Learn how to identify both Japanese and common barberry;<br />
• Regularly monitor the woodlot for new invasions and pay particular<br />
attention to road sides and trails where invasive plants can first<br />
establish;<br />
• Talk with neighbours about what they grow in their gardens and the<br />
threats associated with growing invasive plants.<br />
control oPtions<br />
Hand-pulling, excavation and cutting: Although hand-pulling<br />
is a common method for controlling small populations of<br />
invasive plants, hand-pulling barberry shrubs is impractical<br />
due to their large size. Excavation with root wrenches allows
5.1.4 BARBERRY (Berberis thunbergii & B. vulgaris)<br />
roots to be dug up from the soil which can be effective but time<br />
consuming and labour intensive, unless the population is very<br />
small. Ensure that all stem fragments are collected as shoots<br />
can easily re-sprout. Cutting is suggested in areas where dense<br />
populations of barberry create access problems. Other methods<br />
of control will need to be administered to the exposed stumps<br />
to prevent re-sprouting (Silander Jr. & Klepeis, 1999; Ward et al.<br />
2009).<br />
Directed flame treatment: Applying a directed flame to the<br />
base of the stump is effective and minimizes disturbance,<br />
especially when compared with excavation. Using a propane<br />
torch and applying flame for 20 seconds to the base of the<br />
stem can effectively kill small shrubs in a single application<br />
(Ward et al. 2009). However, larger shrubs may require followup<br />
treatments. The directed flame method should only be<br />
attempted when the forest floor is wet or damp to prevent the<br />
risk of a fire (Ward et al. 2010). Consult with your local fire<br />
department before using the directed flame method.<br />
Herbicide application: Herbicides may be applied as a foliar<br />
spray or using the basal bark or cut-stump methods. The<br />
latter methods are preferable as they reduce herbicide drift to<br />
nearby native vegetation. Basal bark treatments are effective<br />
and generally less labour intensive than the cut-stump method.<br />
Ensure that chemical treatments are performed in both the<br />
spring and fall for effective control of barberry invasions<br />
(Silander Jr. & Klepeis, 1999).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
Control of barberry populations should occur twice per year,<br />
once in the spring and once during the fall. The goal of control<br />
treatments in the spring is to remove as many barberry shrubs<br />
as possible, paying particular attention to large, mature plants.<br />
Control treatments in the fall can focus on newly germinating<br />
seedlings as well as on any individuals that were not removed<br />
in the spring.<br />
Herbicides can be applied in the spring. For large invasions,<br />
apply herbicides as a foliar spray. Barberry leaves emerge earlier<br />
in the spring than those of co-occurring native plants. This is<br />
an ideal time to apply herbicides because there is a lower chance<br />
of non-target effects on native vegetation. Herbicide application<br />
may prove difficult in areas where barberry populations exist<br />
as dense shrub thickets. In this case, it may be easier to first cut<br />
the stems close to the ground which would allow better access<br />
to the area. Afterwards, herbicides can be applied to the cut<br />
stems. In the fall, control will consist of treating any remaining<br />
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individuals, newly germinating seedlings and re-sprouting<br />
shoots. Basal bark treatments are effective in areas where<br />
populations are not so dense that access is achievable. Basal<br />
bark treatments can be more cost effective as less herbicide<br />
is required and there is little chance of incidental damage to<br />
other plants (Silander Jr. & Klepeis, 1999).<br />
option #2: without chemical control<br />
If chemical control is not possible or wanted, the directed flame<br />
method is often a successful means of control for barberry<br />
invasion. In dense patches where access is difficult, cutting<br />
first is suggested. This is followed by removal of the woody<br />
stems, thereby allowing the base of the stump to be exposed<br />
for application of a directed flame. In areas where access is<br />
not a problem, stems do not need to be cut as the flame can<br />
be directed to the base. Directed flame treatments in both the<br />
spring and fall can be a cost-effective and relatively simple<br />
means of controlling barberry populations. The directed flame<br />
method should only be used when the forest floor is wet or<br />
damp to prevent the risk of a fire (Ward et al. 2010). Remember<br />
to consult with the local fire department before using the<br />
directed flame method.<br />
Table 9: Management recommendations for barberry (Berberis spp.).<br />
Extent.of.infestation Small.invasions.and.satellite.populations Large.invasions.and.dense.populations.<br />
Recommended.<br />
method.of.control<br />
Excavation.or.directed.flame. Cutting.followed.by.directed.flame.<br />
and/or.chemical.control.<br />
Timing Spring.and.fall. Spring.and.fall.<br />
Disposal Remove.woody.debris.to.a.brush.pile.for.<br />
burning..Dead.standing.shrubs.may.be.<br />
left.on.site.or.cut.and.removed.<br />
Frequency.of.control Twice.yearly. Twice.yearly.<br />
Length.of.control 1-2.years. 1-3.years.<br />
Required.restoration Plant.native.species.in.areas.where.<br />
excavation.creates.soil.disturbance.<br />
Remove.woody.debris.to.a.brush.pile.<br />
for.burning..Dead.standing.shrubs.may.<br />
be.left.on.site.or.cut.and.removed.<br />
Active.seeding.or.planting.with.native.<br />
species.may.be.needed.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.5<br />
japanese knotweed<br />
(Fallopia japonica)<br />
Other common names:<br />
japanese fleece flower, Mexican bamboo, crimson beauty, reynoutria<br />
Priority Rating: hiGh<br />
Figure 97: Japanese knotweed 1 .<br />
97<br />
[ ]
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
<strong>identiFicAtion</strong><br />
steM: Japanese knotweed has large, bamboo-like, hollow<br />
stems with green, red and purple markings. Distinctive nodes<br />
can be seen along the entire stem (Weber, 2003) (Fig. 98).<br />
Figure 98: Japanese knotweed stems 1 .<br />
leAves: Japanese knotweed has simple triangular leaves<br />
arranged alternately along the stem (Wilson, 2007) (Fig. 99).<br />
Figure 99: Japanese knotweed leaves 1 .<br />
Flowers: Japanese knotweed produces numerous flowers<br />
arranged in clusters. Each flower has 5 white petals (Fig. 100).<br />
Flowers emerge in late summer and persist through the fall<br />
(Bailey, 1969).<br />
Figure 100: Japanese knotweed flowers 1 .
5.1.5 JAPANESE KNOTWEED (Fallopia japonica)<br />
Fruit/seed: The fruits are 3-sided and winged, encasing<br />
a single brown seed (Weber, 2003) (Fig. 101). There have been<br />
conflicting results regarding the viability of Japanese knotweed<br />
seeds. As such, more research is needed to determine the extent<br />
to which the seeds produced by this invasive species contribute<br />
to its spread.<br />
roots: Japanese knotweed produces a very large and extensive<br />
rhizome from which multiple stems arise (Fig. 102). This creates<br />
dense patches that consist of a single individual (Bailey, 1969).<br />
heiGht: Japanese knotweed is a tall growing plant that can<br />
often reach 4m in height (Wilson, 2007) (Fig.103).<br />
Figure 101: The fruit of Japanese knotweed 4 . Figure 102: Japanese knotweed roots 19 .<br />
Figure 103: Japanese knotweed can be up to 4m tall 1 .<br />
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dock (Rumex spp.)<br />
siMilAr sPecies<br />
The stems of some Rumex species may look very similar to<br />
those of Japanese knotweed. <strong>Species</strong> such as great water dock<br />
(R. orbiculatus) have jointed stems that can grow up to 2m tall<br />
and may even appear red at times (Fig. 104). Both great water<br />
dock and Japanese knotweed have fruits that are 3-sided<br />
(Fig. 105). However, Rumex species generally have long, lanceshaped<br />
leaves whereas Japanese knotweed has triangular leaves<br />
(Newcomb, 1977).<br />
Figure 104: Comparing the stems of dock 20 (left) to those of Japanese knotweed 4 (right).<br />
Figure 105: Comparing the seeds of dock 20 (left) to those of Japanese knotweed 6 (right).<br />
Giant hogweed (Heracleum mantegazzianum)<br />
Giant hogweed is an introduced species from Eurasia. Like<br />
Japanese knotweed, its hollow stems are green with small<br />
purple spots and can reach approximately 5m in height (Fig.<br />
106). In steep contrast, giant hogweed has deeply lobed leaves
5.1.5 JAPANESE KNOTWEED (Fallopia japonica)<br />
whereas those of Japanese knotweed are triangular and<br />
unlobed (Kaufman & Kaufman, 2007) (Fig. 107).<br />
Figure 106: Comparing the stems of giant hogweed 6<br />
(left) to those of Japanese knotweed 1 (right).<br />
common cow parsnip (Heracleum maximum)<br />
Figure 107: Comparing the leaves of giant hogweed 24<br />
(top) to those of Japanese knotweed 1 (bottom).<br />
Common cow parsnip belongs to the same genus as giant<br />
hogweed. However, it is native to North America. As with both<br />
giant hogweed and Japanese knotweed, common cow parsnip<br />
has tall, hollow stems. Common cow parsnip has deeply lobed<br />
leaves in contrast to the triangular leaves of Japanese knotweed<br />
(Newcomb, 1977) (Fig. 108).<br />
Figure 108: Comparing common cowparsnip 1 (left) and Japanese knotweed 1 (right).<br />
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wild buckwheat (Fallopia convolvulus)<br />
Wild buckwheat and Japanese knotweed have similar triangular<br />
leaves. However, wild buckwheat has a twining stem that grows<br />
as a vine whereas Japanese knotweed’s tall and erect stems do<br />
not need the support of other plants or objects (Chambers et al.<br />
1996) (Fig. 109).<br />
Figure 109: Comparing wild buckwheat (left) and Japanese knotweed 1 (right).<br />
A key to plants that may be confused with<br />
japanese knotweed (Fallopia japonica)<br />
1..Plants.with.twining.stems...........................................................................Wild.buckwheat.(Fallopia convolvulus)<br />
1..Plants.with.tall,.erect.stems<br />
. 2..Plants.with.lobed.leaves<br />
. . 3..Leaves.deeply.and.palmately.lobed.(up.to.51cm.long)............Common.cow.parsnip.(Heracleum maximum)<br />
. . 3..Leaves.coarsely.and.unevenly.lobed.(up.to.152cm.long)........Giant.hogweed.(Heracleum mantegazzianum)<br />
. 2..Plants.with.entire.leaves<br />
. . 4..Lanced.to.elliptically-shaped.leaves...............................................Dock.(Rumex..spp.)<br />
. . 4..Triangularly-shaped.leaves................................................................Japanese.knotweed.(Fallopia japonica)<br />
BioloGy<br />
oriGin & distriBution<br />
Japanese knotweed is native to Asia. It was introduced in both<br />
Europe and North America as an ornamental plant (Beerling<br />
et al. 1994). Japanese knotweed was introduced in Europe in<br />
the mid-19th century and in North America in 1877 (Forman &
tAxonoMic hierArchy<br />
Kingdom. Plantae<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Caryophyllidae<br />
..........Order. Caryophyllales<br />
............Family. Polygonaceae<br />
..............Genus. Fallopia.<br />
................<strong>Species</strong>. Fallopia japonica<br />
5.1.5 JAPANESE KNOTWEED (Fallopia japonica)<br />
Kesseli, 2003). Canadian introductions<br />
were documented around the 1900’s<br />
and today Japanese knotweed is<br />
commonly found across Ontario<br />
(Bourchier & Van Hezewijk, 2010).<br />
hABitAt<br />
Japanese knotweed is often associated<br />
with nutrient-rich soils (Beerling et<br />
al. 1994) and is commonly found in<br />
both open and closed-canopy habitats<br />
such as old fields and forests. It has<br />
also been shown to be particularly<br />
invasive in wetlands and along stream<br />
and riverbanks (Maerz et al. 2005)<br />
(Fig. 110).<br />
Figure 110: Japanese knotweed in a riparian habitat 6 .<br />
reProduction<br />
Japanese knotweed is dioecious (i.e., with male and female<br />
individuals). Vegetative reproduction is important for this<br />
species, with the tiniest root fragments being capable of<br />
producing new plants (Beerling et al. 1994). Sexual reproduction<br />
and consequent seed production has been documented but the<br />
results are inconsistent. Some studies report the formation of<br />
empty seedpods or attribute high mortality rates to germinating<br />
seedlings (Locandro, 1973), while others report large numbers<br />
of highly viable seeds (Forman & Kesseli, 2003). More studies<br />
are needed to understand sexual reproduction as a dispersal<br />
mechanism for this exotic species.<br />
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liFe cycle<br />
Shoots begin to emerge and spread early in the spring and<br />
quickly grow in height. Flowering occurs from September<br />
through October with fruit development taking place soon<br />
thereafter (Beerling et al. 1994). New seedlings can flower in<br />
their first growing season (Forman & Kesseli, 2003).<br />
success MechAnisMs<br />
Japanese knotweed can form very dense patches. Over the<br />
years, dead stems and leaves build up a thick litter layer, which<br />
in combination with low light levels contribute to form an<br />
inhospitable environment for other plant species (Fig. 111). This<br />
effectively eliminates competition from native plant species and<br />
promotes Japanese knotweed invasion (Beerling et al. 1994).<br />
Figure 111: Japanese knotweed invasion with a visible accumulation of<br />
dead stems 1 .<br />
Japanese knotweed has a large and vigorous root system. The<br />
rhizomes form an extensive underground network that allows<br />
the plant to persist even if the above-ground portion is severely<br />
damaged. Japanese knotweed can rely on the reserves stored<br />
in the rhizome to boost its growth rate in the spring. This<br />
allows them to tower over native understory species to reach<br />
the sunlight (Beerling et al. 1994).
5.1.5 JAPANESE KNOTWEED (Fallopia japonica)<br />
ecoloGicAl iMPActs<br />
Japanese knotweed forms dense thickets that can effectively<br />
shade out native understory species (Fig. 112). The root systems<br />
grow outwards each year, sending up clonal shoots that can<br />
quickly form very dense stands. These stands displace native<br />
species and reduce available habitat for wildlife (Weber, 2003;<br />
Beerling et al. 1994). For instance, one study has shown that<br />
invasion by Japanese knotweed has a negative effect on frogs,<br />
which depend on terrestrial habitats such as forests and old<br />
fields for foraging and breeding. Indeed, areas with dense<br />
Japanese knotweed stands were found to be unsuitable breeding<br />
sites for green frogs (Maerz et al. 2005).<br />
Figure 112: A dense patch of Japanese knotweed 1 .<br />
vectors & PAthwAys<br />
Japanese knotweed disperses mainly vegetatively; even small<br />
pieces of root or stem can act as propagules and establish a new<br />
invasion. Yard wastes and soils containing plant fragments are<br />
thought to be the main vectors of Japanese knotweed’s dispersal<br />
into natural areas. As Japanese knotweed populations tend to<br />
grow in riparian areas, it has been assumed that waterways play<br />
a key role as a short and long distance transportation pathway<br />
(Beerling et al. 1994). Seed dispersal may also contribute to<br />
the spread of Japanese knotweed (Forman & Kesseli, 2003).<br />
However, more research is needed on the viability of Japanese<br />
knotweed seeds.<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Do not dump any type of yard waste in natural areas;<br />
• Ensure that soil being brought into a woodlot does not harbour any<br />
invasive seeds or plant fragments. Ask the distributor if the soil is<br />
classified as weed-free;<br />
• Do not accept or plant any unknown plant fragments in your garden. It<br />
may seem neighbourly to share gardening tips and plant slips. However,<br />
ensure that you know what you are planting before you do it.<br />
eArly detection techniques<br />
• Learn how to identify Japanese knotweed and ensure it is not growing<br />
in neighbouring areas;<br />
• Regularly monitor your woodlot paying attention to riparian areas where<br />
root fragments may have washed ashore.<br />
control oPtions<br />
Excavation: Excavation is only feasible for very small<br />
populations. This should only be attempted when the population<br />
is recent and the root system is still relatively small. All root<br />
fragments should be removed because they can readily resprout.<br />
Excavation causes a great deal of soil disturbance. As<br />
such, it is recommended to plant desirable species in place of<br />
the Japanese knotweed to prevent invasion by other exotics<br />
(Stone, 2010).<br />
Cutting: Continuous cutting to eliminate the plant’s energy<br />
belowground can be an effective control strategy when dealing<br />
with large Japanese knotweed invasions. Every 2 to 3 weeks<br />
from spring to fall, cut the stems close to the ground, remove<br />
all the above-ground parts using a rake and bag everything. In<br />
areas with dense stands, re-sprouts may be controlled using<br />
a mower or weed whacker. Ongoing management for several<br />
years may be required to completely eliminate an invasion<br />
(Weston et al. 2005).
5.1.5 JAPANESE KNOTWEED (Fallopia japonica)<br />
Herbicide application: Japanese knotweed invasions can be<br />
controlled using herbicides. A licenced exterminator will<br />
need to apply the herbicides, as effective systemic herbicides<br />
are needed to kill the robust root system. Several different<br />
application methods may be used, including foliar application<br />
and cut-stem methods. Foliar application may be more effective<br />
early in the season when the plants are still low to the ground.<br />
Japanese knotweed can reach 4m in height, which can make<br />
foliar herbicide applications a difficult task. As a result, cutting<br />
the stems may be a more practical method of control. Japanese<br />
knotweed stems can be quite dense, so cutting them will enable<br />
better accessibility. Herbicides can then be applied to the cross<br />
section of the stem (Remaley, 2005).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
Administer a foliar application in the spring when the plants<br />
are still short and the leaves are within reach. Monitor the area<br />
every couple of weeks and cut any re-sprouting individuals.<br />
Alternatively, a fall application can be done using the cut-stem<br />
method. The following spring, a foliar spray can be applied if resprouting<br />
is significant. In the event that only a few re-sprouts<br />
emerge, cutting or mowing can be employed every couple of<br />
weeks until the root reserves are exhausted (Remaley, 2005).<br />
option #2: without chemical control<br />
Cut all stems close to the ground and remove the above-ground<br />
biomass. Cutting is recommended every 2 to 3 weeks from<br />
spring to fall. This will eventually eliminate any energy reserves<br />
stored in the roots. Management actions will be required for<br />
several years to completely eliminate an invasion (Weston et<br />
al. 2005). Digging up root crowns may speed up the control<br />
process. However, be prepared to plant native vegetation in<br />
areas where the soil has been disturbed. This will reduce the<br />
likelihood of other exotics establishing in the disturbed site.<br />
A plastic tarp may also be used on small areas where dense<br />
stands persist. Cut and remove all plant parts and cover the<br />
area with the plastic. The plastic will need to remain in place<br />
for several years to ensure that the roots die (Stone, 2010).<br />
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Extent.of.<br />
infestation<br />
Recommended.<br />
method.of.<br />
control<br />
Table 10: Management recommendations for Japanese knotweed (Fallopia japonica).<br />
Small.invasions.and.satellite.<br />
populations<br />
Large.invasions.and.dense.populations<br />
Excavation.and.cutting. Integrated.control:<br />
(Combination.of.physical.and.chemical.<br />
control).<br />
Timing Spring,.summer.&.fall. Cutting.and.hand-pulling.can.be.done.<br />
any.time.in.the.spring,.summer.and.fall..<br />
Herbicide.application.should.occur.in.the.<br />
spring.or.fall.while.other.native.plants.are.<br />
dormant.<br />
Frequency.of.<br />
control<br />
Cutting.should.be.done.every.few.<br />
weeks.from.spring.to.fall.<br />
Length.of.control 2-3.years. 5+.years.<br />
Required.<br />
restoration<br />
Excavation.creates.soil.disturbance.<br />
that.benefits.exotic.species..Consider.<br />
planting.native.vegetation.<br />
Cut.stems.will.likely.re-sprout.and.require.<br />
frequent.clipping..Plan.to.control.every.<br />
couple.of.weeks.<br />
Restoration.is.not.feasible.until.the.invasion.<br />
is.under.control..Allow.native.vegetation.to.<br />
colonize.the.area.and.control.around.these.<br />
desirable.species.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.6<br />
english ivy<br />
(Hedera helix)<br />
Other common names:<br />
hardy english ivy<br />
Priority Rating: hiGh<br />
109<br />
Figure 113: English ivy [ ]<br />
12. [ ]
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
<strong>identiFicAtion</strong><br />
steM: English ivy has two growth forms. As an immature<br />
plant, the stem is a woody vine whereas mature plants look like<br />
a shrub (Reichard, 2000) (Fig. 114).<br />
Figure 114: Comparing the immature vining growth form 11 (left) to the mature shrub-like growth form 4<br />
(right) of English ivy.<br />
leAves: English ivy leaves are evergreen and grow in an<br />
alternate arrangement around the stem. The leaves on immature<br />
plants have 3 to 5 lobes whereas mature plants have lobeless<br />
cordate leaves (Fig. 115). They are dark green with lighter veins<br />
and a waxy coat (Kaufman & Kaufman, 2007).<br />
Figure 115: Comparing immature 12 (left) and mature 15 (right) English ivy leaves.<br />
Flowers: Clusters of yellowish-green flowers with 5 petals<br />
and 5 sepals are produced at the ends of the stems on mature<br />
plants (Swearingen et al. 2010) (Fig. 116).
5.1.6 ENGLISH IVY (Hedera helix)<br />
Fruit/seed: The fruit consists of a berry containing 3 to 5<br />
seeds. Berries grow in clusters and change from green to black<br />
when ripe (Miller, 2003; Gleason & Cronquist, 1963) (Fig. 117).<br />
heiGht: Vines can climb up to 28m high if they have a<br />
supporting structure (Miller, 2003) (Fig. 118).<br />
Figure 116: English ivy flowers 4 . Figure 117: Ripe English ivy<br />
berries 25 .<br />
siMilAr sPecies<br />
Poison ivy (Toxicodendron radicans)<br />
Poison ivy usually grows as an erect or trailing shrub. However,<br />
it has been found growing as a climbing vine in parts of southern<br />
Ontario. As a vine, it may appear similar to English ivy with its<br />
leaves arranged in an alternate pattern. In contrast, poison ivy’s<br />
leaves are compound, containing three leaflets, whereas the<br />
leaves of English ivy are simple (Fig. 119). The fruits of poison<br />
ivy consist of white berries whereas the berries of English ivy<br />
are nearly black (Chambers et al. 1996).<br />
Figure 119: Comparing poison ivy 27 (left) to English ivy 15 (right).<br />
Figure 118: English ivy growing on<br />
a supporting tree 26 .<br />
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virginia creeper (Parthenocissus quinquefolia)<br />
Virginia creeper is a woody vine with similar dark coloured<br />
berries to those of English ivy. However, Virginia creeper has<br />
compound leaves, each with five leaflets (Fig. 120). The leaves<br />
of Virginia creeper are toothed whereas English ivy has leaves<br />
with smooth margins (Petrides, 1972).<br />
Figure 120: Comparing Virginia creeper 12 (left) to English ivy 12 (right).<br />
Grape (Vitis spp.)<br />
Frost grape (Vitis vulpina), summer grape (V. aestivalis), fox<br />
grape (V. lubrusca), and river bank grape (V. riparia) may be<br />
confused with English ivy. The easiest way to distinguish them<br />
from English ivy is to take a close look at the leaf margins.<br />
English ivy has smooth leaf margins whereas all of these grape<br />
species have toothed margins (Fig. 121). See the key to help<br />
differentiate between grape species (Petrides, 1972).<br />
Figure 121: Comparing the leaves of a species of grape 1 (left) to those of English ivy 1 (right).
5.1.6 ENGLISH IVY (Hedera helix)<br />
canada moonseed (Menispermum canadense)<br />
Canada moonseed may be confused with English ivy. Both<br />
species are trailing, woody vines with alternately arranged<br />
simple leaves with smooth edges (Fig. 122). One clear difference<br />
between these two species is that the petioles of Canada<br />
moonseed are attached to the base of the leaf whereas those<br />
of English ivy are attached to the end (Petrides, 1972) (Fig. 123).<br />
Figure 122: Comparing the leaves of Canada moonseed 1 (left) to those<br />
of English ivy 12 (right).<br />
Figure 123: Canada moonseed<br />
petiole attachment 20 .<br />
A key to plants with climbing stems that may be<br />
confused with english ivy (Hedera helix)<br />
1..Plants.with.compound.leaves<br />
. 2..Leaves.with.three.leaflets....................................................................... Poison.ivy.(Toxicodendron radicans)<br />
. 2..Leaves.with.five.leaflets.......................................................................... Virginia.creeper.(Parthenocissus quinquefolia)<br />
1..Plants.with.simple.leaves<br />
. . 3..Leaves.with.toothed.(serrate).edges<br />
. . . 4..Leaves.without.lobes...................................................................... Frost.grape.(Vitis vulpina)<br />
. . . 4..Leaves.with.lobes<br />
. . . . 5..Leaf.undersides.are.white........................................................ Summer.grape.(Vitis aestivalis)<br />
. . . . 5..Leaf.undersides.not.white<br />
. . . . . 6..Leaf.undersides.densely.hairy........................................... Fox.grape.(Vitis lubrusca)<br />
. . . . . 6..Leaf.undersides.slightly.hairy.along.veins..................... River.bank.grape.(Vitis riparia)<br />
. . 3..Leaves.with.smooth.(entire).edges<br />
. . . . . . 7..Petioles.attached.to.leaf.undersides........................... Canada.moonseed.(Menispermum canadense)<br />
. . . . . . ....(peltate.leaves)<br />
. . . . . . 7..Petioles.attached.to.leaf.margins................................. English.ivy.(Hedera helix)<br />
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tAxonoMic hierArchy<br />
Kingdom. Plantae<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Rosidae<br />
..........Order. Apiales<br />
..........Family. Araliaceae<br />
.............Genus. Hedera<br />
...............<strong>Species</strong>. Hedera helix<br />
BioloGy<br />
oriGin & distriBution<br />
English ivy has been used as an<br />
ornamental ground cover since the<br />
early 1700’s when it was introduced<br />
from Europe, western Asia and<br />
northern Africa (Swearingen et al.<br />
2010). Today it is still commonly sold<br />
as a garden plant throughout Ontario<br />
(Fig. 124).<br />
hABitAt<br />
English ivy can grow in a wide range<br />
of habitats in either full shade or<br />
sunlight (Swearingen et al. 2010).<br />
However, it thrives in open-canopy<br />
Figure 124: English ivy being sold as a ground cover species 1 .<br />
forests (Miller, 2003). Deciduous forests are a prime habitat<br />
for English ivy invasion as their evergreen leaves benefit from<br />
full access to the sun before the tree canopy establishes in the<br />
spring (Fig. 125). Populations are often found in forests close to<br />
urban areas as they frequently escape from gardens (Reichard,<br />
2000).
5.1.6 ENGLISH IVY (Hedera helix)<br />
Figure 125: English ivy growing in an open-canopy forest 25 .<br />
reProduction<br />
English ivy spreads vegetatively and by seeds. The species<br />
has a juvenile and a mature life stage. Juvenile plants grow as<br />
woody vines and do not produce flowers or fruits (Reichard,<br />
2000). Maturity can take up to ten years and is often initiated<br />
by access to full sunlight conditions. In the mature stage the<br />
plant takes on a shrub-like growth form and begins to produce<br />
flowers and seeds. Stem fragments are able to root and produce<br />
new plants (Swearingen & Diedrich, 2006).<br />
liFe cycle<br />
English ivy is a perennial evergreen vine. Mature plants flower<br />
throughout the summer and produce fruit in the fall. The pale<br />
green berries turn dark purple as they ripen and may stay on<br />
the plant throughout the winter (Miller, 2003).<br />
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success MechAnisMs<br />
The vining habit of English ivy coupled with its fast vegetative<br />
spread gives this species a competitive edge over other native<br />
plants. It can quickly climb over any supporting structure<br />
towards sunlight, smothering other plants and limiting their<br />
access to sunlight (Dlugosch, 2005).<br />
The evergreen life-strategy allows English ivy to photosynthesize<br />
and grow earlier than native deciduous plants (Fig. 126). This<br />
jumpstart growth in the spring gives English ivy a competitive<br />
edge over other plants. As the forest canopy closes English ivy<br />
has the added benefit of shade tolerance. Therefore, not only<br />
can this plant thrive in shaded environments but it can also<br />
quickly climb to reach more preferable light levels (Swearingen<br />
& Diedrich, 2006).<br />
Figure 126: The evergreen leaves of English ivy 15 .<br />
ecoloGicAl iMPActs<br />
English ivy can form a dense carpet on the forest floor. They<br />
climb over native understory species, depriving them of sunlight<br />
and, as a result, exclude native species (Fig. 127). Germinating<br />
seedlings cannot compete with such a dense vegetative ground<br />
cover, which may cause a decrease in hardwood recruitment.<br />
With little to no recruitment, the species composition of the<br />
forest may shift (Dlugosch, 2005).<br />
English ivy can climb over supporting structures such as trees<br />
and reach heights of 28m (Fig. 128). As these vines climb up<br />
the trunks of hardwood trees and onto their branches they
5.1.6 ENGLISH IVY (Hedera helix)<br />
effectively prevent the sunlight from reaching the tree’s leaves,<br />
causing a decrease in its vigor (Miller, 2003). In heavy invasions,<br />
English ivy has the ability to kill the host tree (Swearingen &<br />
Diedrich, 2006). These vines also create added weight that<br />
can cause trees to collapse during high winds or snow storms<br />
(Swearingen et al. 2010). The vining habit of English ivy creates<br />
pockets of water close to the tree trunks, which often causes<br />
fungal growth and decay (Kaufman & Kaufman, 2007).<br />
Figure 127: A carpet of English ivy in the forest<br />
understory 15 .<br />
English ivy can carry a generalist bacterial plant pathogen<br />
(Xylella fastidiosa), which is the causing agent of leaf scorch. This<br />
pathogen affects the xylem of hardwood species. Infected trees<br />
show signs of scorched leaves and stunted growth (McElrone et<br />
al. 1999) (Fig. 129).<br />
Figure 129: Symptoms of bacterial leaf scorch 90 .<br />
Figure 128: English ivy climbing into the forest<br />
canopy 16 .<br />
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vectors & PAthwAys<br />
English ivy can be purchased throughout Ontario and is<br />
commonly found as an ornamental ground cover in urban<br />
gardens (Miller, 2003). The dark coloured berries on mature<br />
English ivy plants are attractive to birds. These fruits contain<br />
glycosides and other compounds which cause the seeds to<br />
quickly pass through the digestive track or cause the birds<br />
to regurgitate. In this way seeds can be dispersed over long<br />
distances and into natural areas. Some spread may also be due<br />
to the dumping of yard wastes into natural areas as new plants<br />
can easily grow from stem and root fragments (Swearingen et<br />
al. 2010).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Do not dump yard wastes in or close to forested areas;<br />
• English ivy is considered an invasive plant and should not be<br />
planted in the garden. Use native alternatives or species that are not<br />
considered invasive (Fig. 130).<br />
eArly detection techniques<br />
• Learn how to identify English ivy;<br />
• Regularly monitor the woodlot for invasive species;<br />
• Talk with neighbours about what they grow in their gardens and the<br />
threats associated with growing invasive plants;<br />
• Ensure that yard wastes are properly disposed of.<br />
Figure 130: English ivy is a common ground cover and border plant for gardens 25 .
control oPtions<br />
5.1.6 ENGLISH IVY (Hedera helix)<br />
Hand-pulling: Small patches and satellite populations can<br />
be controlled by hand-pulling. From a kneeling position,<br />
individual vines should be uprooted as far as one can reach.<br />
Continue moving and uprooting vines until they all have been<br />
removed from the area (Soll, 2005). Be careful to collect as much<br />
of the root system as possible because even the smallest root<br />
fragments have the ability to re-sprout. Vines should be bagged<br />
and disposed of in an appropriate landfill. Monitor the area for<br />
approximately 2 to 3 years to ensure that no re-sprouting has<br />
occurred (Swearingen & Diedrich, 2006).<br />
Herbicide application: Apply herbicide with a surfactant as<br />
a foliar spray to English ivy running along the ground. The<br />
surfactant is needed to help the herbicide penetrate the waxy<br />
layer of English ivy leaves. Apply herbicide to leaves until just<br />
wet and try to avoid any dripping (Miller, 2003). For English ivy<br />
that is climbing up trees, it is best to cut the vine and apply the<br />
herbicide to the stump (Swearingen & Diedrich, 2006). If done<br />
properly, herbicide treatments can eliminate the majority of<br />
English ivy invasion in the first treatment. Follow-up treatments<br />
will be needed to completely eradicate the population (Soll,<br />
2005).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
options #1: with chemical control<br />
Plan to apply herbicide in the fall when other native vegetation<br />
is dormant. Choose a period when rain is not forecasted for at<br />
least several days. Perform spot herbicide application in dense<br />
patches of English ivy while hand-pulling scattered individuals<br />
or patches close to desirable vegetation. Hand-pulling can be<br />
done before or after herbicide application depending on the<br />
severity of the invasion. In areas with dense patches of English<br />
ivy and only a small number of native plants, herbicides can be<br />
applied in the fall, being careful to spray around any desirable<br />
vegetation. English ivy growing beside desirable vegetation<br />
should not be sprayed and should be hand-pulled at a later<br />
date. Hand-pulling any remaining English ivy plants can be<br />
scheduled for the following spring (Soll, 2005).<br />
Depending on the effectiveness of the initial control measure,<br />
follow-up treatments may include a second herbicide application.<br />
It may take several months before any effects from the initial<br />
herbicide application are visible. If dense patches remain, a<br />
follow-up foliar spray or spot application may be needed (Soll,<br />
2005). For small patches, manual removal of the entire plant<br />
is appropriate. Carefully pull up all roots and bag the plant<br />
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Table 11: Management recommendations for English ivy (Hedera helix).<br />
Extent.of.infestation Small.invasions.and.satellite.populations Large.invasions.and.dense.populations<br />
Recommended.<br />
method.of.control<br />
Manual.control:.hand-pulling. Integrated.control:.hand-pulling.&.<br />
herbicide.application.<br />
Timing Spring,.summer.and.fall. Spring.and.fall.<br />
Disposal Bag.all.parts.of.the.plant.and.dispose.at.<br />
an.appropriate.landfill.<br />
Frequency.of.<br />
control<br />
Initial.pull.should.remove.as.many.plants.<br />
and.plant.fragments.as.possible..Return.<br />
several.times.per.year.to.pull.any.missed.<br />
plants.or.re-sprouts.<br />
Length.of.control 2-3.years. 2-5.years.<br />
Required.<br />
restoration<br />
for disposal to ensure that roots do not re-sprout. Monitor the<br />
area for approximately 3 to 5 years after the initial treatment<br />
(Swearingen & Diedrich, 2006). Planting native vegetation in<br />
the infested area after the initial treatment is recommended.<br />
This will promote natural re-growth and may increase natural<br />
resistance against the establishment of invasive plants (Soll,<br />
2005).<br />
option #2: without chemical control<br />
Hand-pulling should be scheduled for the spring with a follow-up<br />
in the fall. However, most English ivy plants should be removed<br />
in the first hand-pulling. Be sure to collect as much of the root<br />
system as possible. Do not leave any root fragments behind<br />
as they can easily re-sprout. Being thorough during the first<br />
hand-pulling will make future management activities easier or<br />
potentially unnecessary (Swearingen & Diedrich, 2006). Vines<br />
should be bagged and disposed of in an appropriate landfill.<br />
Return in the fall to pull any remaining English ivy plants and<br />
monitor the area for approximately 3 to 5 years after the initial<br />
control (Miller, 2003).<br />
Plant.native.species.in.areas.where.handpulling.creates.soil.disturbance.<br />
Bag.all.hand-pulled.plants.and.dispose.<br />
at.an.appropriate.landfill.<br />
Manual.removal.in.the.spring.and.<br />
herbicide.application.in.the.fall.may.be.<br />
required.for.up.to.3.years.depending.on.<br />
extent.of.the.infestation..As.infestation.<br />
gets.smaller.manual.removal.should.<br />
replace.chemical.control.<br />
Plant.native.species.in.areas.where.handpulling.creates.soil.disturbance.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.7<br />
himalayan Balsam<br />
(Impatiens glandulifera)<br />
Other common names:<br />
Purple jewelweed, Policeman’s helmet, indian balsam, ornamental<br />
jewelweed<br />
Priority Rating: hiGh<br />
121<br />
Figure 131: Himalayan balsam [ ]<br />
1 [ ]
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<strong>identiFicAtion</strong><br />
leAves: The leaves of Himalayan balsam are often found<br />
whorled around the stem in groups of three (Fig. 132). Some<br />
leaves may also be found as pairs in an opposite arrangement.<br />
The leaf edges are sharply toothed and lanceolate or elliptical<br />
in shape (Beerling & Perrins, 1993).<br />
Figure 132: Himalayan balsam leaves 1 .<br />
Flowers: The flowers of Himalayan balsam are irregular<br />
and trumpet-shaped (Fig. 133). They range in colour from dark<br />
pink to white and grow in clusters of 3 to 12 flowers (Beerling<br />
& Perrins, 1993) (Fig. 134).<br />
Figure 133: Himalayan balsam flowers 1 Figure 134: Colour variation in the flowers of Himalayan balsam 6 .<br />
Fruit/seed: Seeds are found within green capsules (Fig. 135).<br />
When ripe, these capsules burst open at the slightest touch to<br />
disperse 4 to 16 seeds (Beerling & Perrins, 1993).<br />
steM: The stems are reddish-green and hollow (Fig. 136). They<br />
can grow as large as 5cm in diameter (Beerling & Perrins, 1993).<br />
heiGht: In North America, this herbaceous herb can grow<br />
up to 3m tall, towering over other native vegetation in the<br />
understory (Tabak & von Wettberg, 2008) (Fig. 137).
5.1.7 HIMALAYAN BALSAM (Impatiens glandulifera)<br />
Figure 135: Himalayan balsam seedpods 1 . Figure 136: The hollow stem of Himalayan balsam 1 .<br />
Figure 137: Himalayan balsam towering over native vegetation 1 .<br />
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siMilAr sPecies<br />
Himalayan balsam can be confused with native members of<br />
the “touch-me-not” family that have irregular flowers and<br />
“exploding” seedpods. The easiest way to identify Himalayan<br />
balsam is to look at the arrangement of the leaves on the stem.<br />
Himalayan balsam is the only species of Impatiens in Ontario<br />
with whorled or opposite leaves.<br />
spotted touch-me-not (Impatiens capensis)<br />
Spotted touch-me-not is a native plant in Ontario commonly<br />
found in wet areas. The flowers have a similar shape to those<br />
of Himalayan balsam. However, they are orange with tiny red<br />
spots (Fig. 138). The leaves have irregular toothed margins and<br />
an alternate arrangement along the stem (Dickinson et al. 2004)<br />
(Fig. 139).<br />
Figure 138: Comparing the flowers of<br />
spotted touch-me-not 1 (top) to those<br />
of Himalayan balsam 1 (bottom).<br />
Pale touch-me-not (Impatiens pallida)<br />
Figure 139: Comparing the leaves of<br />
spotted touch-me-not 1 (top) to those<br />
of Himalayan balsam 1 (bottom).<br />
Pale touch-me-not is a native species with similar irregular<br />
flowers to those of Himalayan balsam. These flowers are pale<br />
yellow in contrast to the pink or white flowers of Himalayan<br />
balsam (Fig. 140). The leaves have an alternate arrangement<br />
along the stem with regular toothed margins (Dickinson et al.<br />
2004).
5.1.7 HIMALAYAN BALSAM (Impatiens glandulifera)<br />
Figure 140: Comparing the flowers of pale touch-me-not 15 (left) to those of Himalayan balsam 1 (right).<br />
A key to plants that may be confused with<br />
himalayan balsam (Impatiens glandulifera)<br />
1..Plants.with.irregular.flowers<br />
. 2..Plants.with.orange.or.yellow.flowers<br />
. . 3..Orange.flowers.with.red.spots............................................................. Spotted.touch-me-not.(Impatiens capensis)<br />
. . 3..Pale.yellow.flowers.................................................................................. Pale.touch-me-not.(Impatiens pallida)<br />
. 2..Plants.with.pink,.purple.or.white.flowers............................................. Himalayan.balsam.(Impatiens glandulifera)<br />
1..Plants.without.flowers.present<br />
. . . . 4..Alternate.leaves<br />
. . . . . 5...Irregular.toothed.margins...................................................... Spotted.touch-me-not.(Impatiens capensis)<br />
. . . . . 5..Regular.toothed.margins........................................................ Pale.touch-me-not.(Impatiens pallida)<br />
. . . . 4..Whorled.or.opposite.leaves......................................................... Himalayan.balsam.(Impatiens glandulifera)<br />
tAxonoMic hierArchy<br />
Kingdom. Plantae<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Rosidae<br />
..........Order. Geraniales<br />
............Family. Balsaminaceae<br />
..............Genus. Impatiens<br />
................<strong>Species</strong>. Impatiens glandulifera<br />
BioloGy<br />
oriGin & distriBution<br />
Himalayan balsam is native to the<br />
western Himalayas. It has become<br />
an invasive plant in North America,<br />
Europe and New Zealand where it<br />
was most likely introduced as an<br />
ornamental garden plant due to its<br />
large, attractive flowers. The first<br />
records of Himalayan balsam in<br />
North America are from Connecticut<br />
in 1883 (Tabak & von Wettberg,<br />
2008). It has since been introduced to<br />
Ontario as a garden plant.<br />
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hABitAt<br />
Himalayan balsam can grow in a wide variety of habitats. It<br />
has become a particularly troublesome invader along riparian<br />
areas, wetlands and forest understories in Europe (Tabak & von<br />
Wettberg, 2008), where dense stands have been reported in both<br />
mixed and deciduous forests. In Ontario, Himalayan balsam<br />
is prevalent in riparian areas (Fig. 141) and has the potential<br />
to become a problem<br />
in hardwood forests<br />
where localized disturbances<br />
allow this<br />
species to establish<br />
and spread (Perrins et<br />
al. 1993; Ammer et al.<br />
2011).<br />
reProduction<br />
Himalayan balsam reproduces<br />
by seed. The<br />
flowers are able to selfpollinate.<br />
However, this<br />
is rarely needed as the<br />
large colourful flowers<br />
are attractive to insect Figure 141: Himalayan balsam growing alongside a stream<br />
pollinators such as bees<br />
and wasps (Bartomeus et al. 2010). Individual plants have the<br />
potential to produce an average of 800 seeds. These seeds are<br />
contained in pods that “explode” upon maturity when touched,<br />
allowing seeds to disperse several metres away from the parent<br />
plant. Seeds can survive in the soil for up to 18 months. No<br />
vegetative reproduction has been documented for Himalayan<br />
balsam (Perrins et al. 1993; Beerling & Perrins, 1993).<br />
29 .<br />
liFe cycle<br />
Himalayan balsam is an annual plant (i.e., it completes its life<br />
cycle in one growing season). Seedlings germinate and emerge<br />
in the early spring and quickly grow into tall flowering plants.<br />
Flowering begins in July and the formation of seedpods can<br />
occur as early as mid-July (Beerling & Perrins, 1993). Seedpods<br />
ripen and become sensitive to the touch from August to October<br />
(Ammer et al. 2011).<br />
success MechAnisMs<br />
Himalayan balsam`s high reproductive potential contributes<br />
to its success as an invader. Prolific seed production allows<br />
populations to quickly increase in size while self-pollination<br />
allows for increased dispersal and establishment of this<br />
species. Transportation of a single seed to a new area can result
5.1.7 HIMALAYAN BALSAM (Impatiens glandulifera)<br />
in an invasion because Himalayan balsam does not solely rely<br />
on cross-pollination (Bartomeus et al. 2010; Perrins et al. 1993).<br />
Factors that give Himalayan balsam a competitive advantage<br />
are synchronous seed germination and high vegetative growth<br />
rate. Seeds germinate in the early spring and all within a few<br />
days of each other. After seed germination the seedlings gain<br />
height and biomass in a very short amount of time. Native<br />
plants in the forest understory generally have a slower growth<br />
rate and do not exhibit synchronous germination. The presence<br />
of a large number of tall plants prevents native seedlings from<br />
acquiring the necessary amounts of light and energy to grow<br />
(Fig. 142). Very few native seedlings can survive under such low<br />
light conditions in the early spring (Beerling & Perrins, 1993;<br />
Andrews et al. 2009).<br />
ecoloGicAl iMPActs<br />
European habitats have been experiencing the negative effects<br />
of Himalayan balsam invasion since the 1850’s, while its first<br />
introduction into North America occurred approximately 30<br />
years later (Tabak & von Wettberg, 2008). Thus, most studies<br />
documenting the ecological impacts of Himalayan balsam<br />
have been done in Europe (Perrins et al. 1993; Maule et al.<br />
2000; Andrews et al. 2009). These studies can help us predict<br />
the effects Himalayan balsam may have on hardwood forests<br />
in Ontario. As with other invasive plants, Himalayan balsam<br />
forms dense stands (Fig. 143) that compete and exclude native<br />
vegetation from the area (Andrews et al. 2009). This competition<br />
may reduce forest biodiversity and have an impact on hardwood<br />
regeneration (Pyšek & Prach, 1995). However, more research is<br />
needed to fully understand the impacts of Himalayan balsam<br />
on North American hardwood stands.<br />
Figure 142: Himalayan balsam attaining great height 4 . Figure 143: A dense stand of Himalayan balsam 1 .<br />
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vectors & PAthwAys<br />
Dispersal is initiated when the seedpods burst open, expelling<br />
seeds within several metres of the parent plant. Long-distance<br />
dispersal can occur when plants are close to streams or rivers.<br />
The seeds are buoyant and can be carried downstream (Tabak<br />
& von Wettberg, 2008). Humans are probably the main source<br />
of long-distance seed dispersal. Seeds can easily get stuck in<br />
clothing folds, shoes or on vehicle tires. Some dispersal may<br />
also be caused by the use of Himalayan balsam as a garden<br />
plant (Perrins et al. 1993).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Himalayan balsam can easily become established in areas where soil<br />
has been disturbed. Limit soil disturbing activities in the woodlot<br />
and plant native vegetation in areas where soil disturbance is<br />
unavoidable;<br />
• If a river or stream runs through the woodlot, ensure that populations<br />
of Himalayan balsam are controlled upstream to prevent seed<br />
dispersal;<br />
• Talk with neighbours about the potential consequences of using<br />
Himalayan balsam as a garden plant and suggest some native<br />
alternatives.<br />
eArly detection techniques<br />
• Learn how to identify Himalayan balsam;<br />
• Monitor the woodlot frequently paying attention to disturbed areas<br />
and along waterways;<br />
• Become familiar with Himalayan balsam in neighbouring gardens.<br />
control oPtions<br />
Hand-pulling: Although hand-pulling may prove to be time<br />
consuming, the shallow root system of these plants makes<br />
pulling relatively easy. Hand-pulling is appropriate for areas<br />
where Himalayan balsam is mixed with desirable vegetation.<br />
Take hold of the stem as close to the ground as possible to<br />
prevent the stem from breaking. The root systems of some of<br />
the larger plants may prove difficult to remove. The roots may<br />
be dug up using a hand trowel to prevent any re-sprouting (Kelly<br />
et al. 2008). Himalayan balsam has a very shallow root system
5.1.7 HIMALAYAN BALSAM (Impatiens glandulifera)<br />
which allows plants to be easily pulled from the soil. Even with<br />
a shallow root system, hand-pulling Himalayan balsam will<br />
create soil disturbance. Consider planting native vegetation<br />
to prevent re-colonization or invasion by other problematic<br />
species (Kelly et al. 2008).<br />
Cutting and mowing: Cutting or mowing in areas with dense<br />
populations of Himalayan balsam can prevent these plants<br />
from producing seed. Using a weed whacker on dense patches<br />
of Himalayan balsam is a relatively quick method of removal.<br />
Make sure the plants are cut as close to the ground as possible,<br />
ideally below the lowest node, to prevent re-sprouting. This<br />
can be done several times between April and June before<br />
the plants have produced seedpods as this will scatter seeds<br />
thereby increasing the area of invasion (Havinga, 2000). Be sure<br />
to schedule a cutting towards the end of June to prevent late<br />
growing plants from reaching the fruiting stage. Ensure that<br />
stems are cut as close to the ground as possible to prevent resprouting<br />
(Kelly et al. 2008).<br />
Herbicide application: Chemical control by a licenced<br />
exterminator is another way of managing large invasions of<br />
Himalayan balsam. Herbicides should be applied as a foliar<br />
spray after flowering but before seedpod development. Any<br />
plants that are sprayed after flowering should not have enough<br />
energy to produce viable seed. This approach should effectively<br />
prevent seed production and result in a smaller population the<br />
following year (Kelly et al. 2008).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
Control efforts should be done between April and June before<br />
seedpods begin to develop. This timing is important because<br />
seedpods will explode at the slightest touch, releasing seeds<br />
and contributing to the seed bank (Kelly et al. 2008). Seeds are<br />
only known to survive in the soil for a maximum of 18 months<br />
so control measures should only be needed for 2 consecutive<br />
years (Beerling & Perrins, 1993).<br />
In areas with large populations of Himalayan balsam a<br />
combination of manual and chemical control may be required.<br />
Herbicides can be applied as foliar sprays to dense patches.<br />
In areas where herbicides cannot be used, such as areas close<br />
to water, cutting down large invasions can help reduce seed<br />
production. Hand-pulling should be employed in areas where<br />
Himalayan balsam is intermingled with desirable vegetation.<br />
Consider planting native species in areas where hand-pulling<br />
has created soil disturbance or where control has left bare<br />
areas (Kelly et al. 2008; Havinga, 2000).<br />
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option #2: without chemical control<br />
The best way to control small invasions of Himalayan balsam<br />
is to hand-pull individual plants. Hand-pulling should be done<br />
between April and June before seedpods begin to develop.<br />
This timing is important because seedpods will explode at the<br />
slightest touch, releasing seeds and contributing to the seed<br />
bank (Kelly et al. 2008). If timed appropriately, only one pull<br />
will need to be scheduled per year. By waiting until plants<br />
have begun to produce flowers, any seedlings that germinate<br />
thereafter should not have enough time to mature and produce<br />
seed before winter (Ammer et al. 2011). Pulled plants should<br />
be bagged and disposed of in an appropriate landfill or left<br />
to decompose on a tarp. In areas with large populations, use<br />
a weed whacker or lawn mower. Cuttings should be done<br />
several times per season to prevent any addition to the seed<br />
bank. After several years, the seed bank should be exhausted<br />
and populations should start to diminish (Kelly et al. 2008;<br />
Havinga, 2000).<br />
Table 12: Management recommendations for Himalayan balsam (Impatiens glandulifera).<br />
Extent.of.infestation Small.invasions.and.satellite.<br />
populations<br />
Recommended.<br />
method.of.control<br />
Large.invasions.and.dense.populations<br />
Manual.control:.hand-pulling. Manual.control,.cutting/mowing,.handpulling,.chemical.control,.and.herbicide.<br />
application.<br />
Timing April-June. Manual.control:.April-June.<br />
Chemical.control:.May-early.June.<br />
(immediately.after.flowering).<br />
Disposal Bag.all.parts.of.the.plant.and.dispose.<br />
at.an.appropriate.landfill.or.leave.to.<br />
decompose.on.a.tarp.<br />
Frequency.of.<br />
control<br />
Initial.pull.should.remove.as.<br />
many.plants.as.possible..If.timed.<br />
appropriately,.only.one.pull.per.year.<br />
will.be.needed.<br />
Length.of.control 1-2.years. 2-3.years.<br />
Required.<br />
restoration<br />
Plant.native.species.in.areas.where.<br />
hand-pulling.creates.soil.disturbance.<br />
Plant.material.may.be.left.on.site.<br />
Cutting.or.mowing.should.be.down.several.<br />
times.per.year.between.April.and.June.<br />
Herbicides.may.be.applied.once.per.year.<br />
between.May.and.early.June.<br />
Plant.native.species.in.areas.with.soil.<br />
disturbance.or.where.controlled.patches.<br />
have.left.bare.areas
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.8<br />
common Buckthorn<br />
(Rhamnus cathartica)<br />
Other common names:<br />
european buckthorn, carolina buckthorn, european waythorn,<br />
hart’s thorn<br />
Priority Rating: hiGh<br />
131<br />
Figure 144: Common buckthorn [ ]<br />
1 [ ]
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
<strong>identiFicAtion</strong><br />
leAves: Common buckthorn leaves are usually found in an<br />
opposite arrangement but at times can be alternate. They are<br />
oval in shape with toothed margins (Fig. 145). Each leaf has 3 to<br />
4 pairs of veins that curve towards the leaf tip (Wieseler, 2005;<br />
Kershaw, 2001).<br />
Figure 145: Common buckthorn leaves 1 .<br />
Flowers: Common buckthorn is dioecious, which means<br />
that each plant produces either male or female flowers (Fig.<br />
146). Flowers are greenish-yellow in colour with 4 petals. They<br />
are arranged in a cluster at the leaf axils (Kershaw, 2001). Each<br />
cluster will often have 2 to 6 flowers (Wieseler, 2005).<br />
Figure 146: Pistillate or female flowers1 (left) and staminate or male<br />
flowers1 (right) of common buckthorn.<br />
Fruit/seed: The fruit is a berry containing approximately<br />
four seeds. As the berries mature they change from green to<br />
red to black (Fig. 147). They are arranged in clusters (Kershaw,<br />
2001).<br />
trunk & BrAnches: The bark has characteristic spots<br />
called lenticels (Fig. 148). Branches and twigs are commonly<br />
spine-tipped (Kershaw, 2001).
Figure 147: Immature green (top) and ripe black<br />
(bottom) common buckthorn berries 1 .<br />
5.1.8 COMMON BUCKTHORN (Rhamnus cathartica)<br />
Figure 148: Common buckthorn trunk with characteristic<br />
lenticels 1 (top) and a spine-tipped twig 1 (bottom).<br />
heiGht: Common buckthorn is a multiple-stemmed shrub<br />
or single-stemmed small tree that can reach up to 6m tall<br />
(Kershaw, 2001) (Fig. 149).<br />
Figure 149: Common buckthorn growing as a small tree 1 .<br />
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siMilAr sPecies<br />
Glossy buckthorn (Frangula alnus)<br />
Glossy buckthorn has similar leaf venation patterns to that of<br />
common buckthorn. However, the leaves have smooth edges<br />
and 5 to 10 pairs of veins. This is in contrast with common<br />
buckthorn, whose leaves have toothed edges and 2 to 4 veins<br />
per side (Fig. 150). Other differences include the glossy leaves<br />
and spineless twig tips of glossy buckthorn (Kershaw, 2001).<br />
Figure 150: Comparing the leaves of glossy buckthorn 14 (left) to those of common buckthorn 1 (right).<br />
red-osier dogwood (Cornus sericea)<br />
The leaves of red-osier dogwood have a similar venation pattern<br />
to those of common buckthorn. However, the leaf edges are<br />
smooth and not toothed as those of common buckthorn (Fig.<br />
151). Red-osier dogwood has a characteristic bright red stem<br />
that is distinctive from other shrubs (Kershaw, 2001).<br />
Figure 151: Comparing the leaves of red-osier dogwood 1 (left) to those of common buckthorn 1 (right).<br />
Alternate-leaved dogwood (Cornus alternifolia)<br />
As with red-osier dogwood, the leaf edges of alternate-leaved<br />
dogwood are smooth, which is in contrast to the toothed edges<br />
of common buckthorn’s leaves. Common buckthorn has 3 to<br />
4 vein pairs while alternate-leave dogwood has 5 to 6 vein<br />
pairs (Fig. 152). Although the leaves of common buckthorn are<br />
usually found in an opposite arrangement, they can at times<br />
have the same alternate arrangement typical of alternate-leaved<br />
dogwood (Farrar, 1995)
5.1.8 COMMON BUCKTHORN (Rhamnus cathartica)<br />
Figure 152: Comparing the leaves of alternate-leaved dogwood 1 (left) to those of common buckthorn 1 (right).<br />
Alder-leaved buckthorn (Rhamnus alnifolia)<br />
A close relative of common buckthorn, alder-leaved buckthorn,<br />
is very similar in appearance. Both species have leaves with<br />
toothed edges and arcuate venation. However, common<br />
buckthorn has 3 to 4 vein pairs whereas alder-leaved buckthorn<br />
has 6 to 7 vein pairs (Fig. 153). The best way to distinguish these<br />
species from one another is to count their vein pairs (Chambers<br />
et al. 1996).<br />
Figure 153: Comparing the leaves of alder-leaved buckthorn 14 (left) to those of common buckthorn 1 (right).<br />
A key to woody plants with leaves similar to<br />
common buckthorn (Rhamnus cathartica)<br />
1..Leaves.with.toothed.edges<br />
. 2..Leaves.are.glossy....................................................................................Glossy.buckthorn.(Frangula alnus)<br />
. 2..Leaves.are.not.glossy<br />
. . 3..Leaves.in.an.opposite.arrangement............................................Red-osier.dogwood.(Cornus sericea)<br />
. . 3..Leaves.in.an.alternate.arrangement...........................................Alternate-leaved.dogwood.(Cornus alternifolia)<br />
1..Leaves.with.smooth.edges<br />
. . . 4..Leaves.with.6-7.pairs.of.veins...................................................Alder-leaved.buckthorn.(Rhamnus alnifolia)<br />
. . . 4..Leaves.with.3-4.pairs.of.veins...................................................Common.buckthorn.(Rhamnus cathartica)<br />
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tAxonoMic hierArchy<br />
Kingdom. Plantae.<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Rosidae<br />
..........Order. Rhamnales<br />
............Family. Rhamnaceae<br />
..............Genus. Rhamnus<br />
................<strong>Species</strong>. Rhamnus cathartica<br />
BioloGy<br />
oriGin & distriBution<br />
Common buckthorn is native to<br />
Europe and Asia. It was introduced<br />
into North America in the early 1800’s<br />
as an ornamental shrub (Knight et al.<br />
2007) and it was highly valued for its<br />
aesthetic appearance as an hedge plant<br />
(Kershaw, 2001). Common buckthorn<br />
escaped from cultivation and spread<br />
across southern Ontario through<br />
the 1900’s (Kurylo et al. 2007). After<br />
being discovered as an alternate host<br />
for various crop pests such as oat<br />
crown rust (Puccinia coronata; Fig.<br />
154), a ban was put on its importation<br />
and sale within Canada (CFIA, 2008).<br />
Figure 154: Crown rust on an oat leaf 30 .<br />
hABitAt<br />
Common buckthorn can be found occupying forest edges and<br />
open areas in its native range (Knight et al. 2007). In North<br />
America it can be found in both open and closed habitats such<br />
as fields, forests and disturbed sites (Mascaro & Schnitzer,<br />
2007). Common buckthorn is a shade tolerant species that can<br />
readily invade forest understories (Kurylo et al. 2007; Knight et<br />
al. 2007) (Fig. 155).
5.1.8 COMMON BUCKTHORN (Rhamnus cathartica)<br />
Figure 155: Common buckthorn invading the edge of a forest 1 .<br />
reProduction<br />
Common buckthorn is dioecious, which means that each plant<br />
produces either male or females flowers. Only female plants<br />
produce fruit and seed (Wieseler, 2005). It may take 9 to 20<br />
years before common buckthorn can reproduce. After that it<br />
can reproduce every year. Reproduction is sexual and flowers<br />
require insect pollinators (Knight et al. 2007). Seeds can persist<br />
for at least 2 years in the soil after common buckthorn has been<br />
removed from an area (Delanoy & Archibold, 2007).<br />
liFe cycle<br />
Seeds usually disperse in late fall and remain dormant until<br />
germination the following summer. The leaves of common<br />
buckthorn are deciduous but they generally appear earlier and<br />
fall later than those of native trees and shrubs. Leaves generally<br />
emerge in April and May followed by flowering in May and June.<br />
Fruits ripen in September and may remain on the plant during<br />
the winter months (Knight, 2005) (Fig. 156).<br />
Figure 156: Common buckthorn berries in January 14 .<br />
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success MechAnisMs<br />
A fast growth rate has been shown to be advantageous for<br />
common buckthorn in North America. In the early spring it<br />
produces leaves much earlier than co-occurring native plants.<br />
This enables exposure to full sunlight before the forest<br />
canopy closes, resulting in a jump-start in energy reserves.<br />
This, in conjunction with keeping its leaves longer than their<br />
native competitors in the fall, results in an overall longer<br />
photosynthetic period, which may contribute to its success in<br />
the forest understory (Knight et al. 2007).<br />
Emodin is a secondary compound found in the leaf tissues and<br />
unripe berries of common buckthorn. Emodin is thought to<br />
play a role in protection against pathogen attack and herbivory.<br />
Emodin present in unripe berries may make them unpalatable to<br />
birds and other wildlife early in the season. As fruits ripen, their<br />
concentration of emodin decreases. This allows fruits to mature<br />
before they are consumed by wildlife which is thought to play<br />
an important role in seed viability and dispersal (Izhaki, 2002).<br />
ecoloGicAl iMPActs<br />
Common buckthorn is a competitive shrub that is capable<br />
of becoming a dominant understory species (Knight et al.<br />
2007) (Fig. 157). Early leaf production and a fast growth rate<br />
allow these shrubs to tower over and smother understory<br />
plants. Dense shade from established thickets creates inade-<br />
quate growing conditions<br />
for native species, thereby<br />
reducing hardwood recruitment<br />
(Delanoy & Archibold,<br />
2007; Mascaro & Schnitzer,<br />
2007).<br />
Common buckthorn invasions<br />
can change soil characteristics<br />
and forest floor communities.<br />
The leaves contain high<br />
levels of nitrogen which is<br />
incorporated in the forest floor<br />
as they decompose. Studies<br />
have shown that earthworms<br />
are attracted to sites invaded<br />
by common buckthorn.<br />
Figure 157: A thicket of common buckthorn<br />
saplings in a forest understory<br />
High levels of earthworm<br />
colonization can lead to increased litter decomposition rates and<br />
thus to major changes in the dynamics of both food webs and<br />
nutrient cycling (Heneghan et al. 2007; Knight et al. 2007).<br />
1 .
5.1.8 COMMON BUCKTHORN (Rhamnus cathartica)<br />
As common buckthorn becomes established in the forest<br />
understory it can effectively exclude co-occurring native<br />
shrubs, resulting in large monospecific thickets (Knight et<br />
al. 2007). Songbirds may be forced to nest in these thickets<br />
due to the displacement of native shrubs. A study by Schmidt<br />
and Whelan (1999) documented increased predation rates on<br />
American robin (Turdus migratorius) nests found in common<br />
buckthorn thickets as compared to those nests found on native<br />
shrubs. More studies are needed to determine the impact of<br />
common buckthorn on songbird populations.<br />
vectors & PAthwAys<br />
Common buckthorn spreads via the dispersal of seeds. These<br />
seeds are borne in fruits that either drop to the ground or are<br />
eaten by wildlife. The berries can float and may be washed<br />
away by flood waters or carried down streams and rivers. Since<br />
birds can fly long distances before seeds pass through their<br />
digestive tracks, they are presumably the primary means of<br />
common buckthorn dispersal into hardwood forests (Gale,<br />
2000).<br />
The importation or sale of common buckthorn is prohibited in<br />
Canada due to its ability to act as an alternate host for oat crown<br />
rust (Puccinia coronata) and other crop pests such as potato<br />
and soybean aphids (CFIA, 2008; Knight, 2005). Although it can<br />
no longer be sold as an ornamental shrub, humans may still act<br />
as dispersal agents when seeds get stuck on shoes and clothing<br />
or in the treads of tires.<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Prevent seeds from entering the woodlot by limiting access and<br />
washing all shoes and tires before entry;<br />
• Increase awareness in your community about the consequences of<br />
common buckthorn invasions. Promote management to help control<br />
common buckthorn.<br />
eArly detection techniques<br />
• Learn how to identify common buckthorn;<br />
• Regularly monitor the woodlot for new species and pay particular<br />
attention to roads and trails where invasive plants can easily establish.<br />
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control oPtions<br />
Hand-pulling: Common buckthorn can appear as a shrub with<br />
multiple stems or as a tree that can reach 6m in height (Kershaw,<br />
2001). Hand-pulling is only practical for small saplings. Wet soil<br />
makes hand-pulling easier. As such, it is best to plan for manual<br />
control after a heavy rainfall. Small seedlings that are less than<br />
1m tall can be pulled but gloves should be worn to prevent<br />
injury from the thorny branches (Gale, 2000). For saplings that<br />
are larger than 1m in height, mechanical levers such as root<br />
wrenches will be needed to pry up the root system from the<br />
soil. This may prove to be very labour intensive and should<br />
only be attempted for small invasions.<br />
Cutting and excavation: Large trees may have to be cut and<br />
the roots dug out using a shovel (Gale, 2000). The root systems<br />
must be removed because shoots will emerge from root crowns<br />
and stumps (Pergams & Norton, 2006). Since mechanical<br />
removal will cause significant soil disturbance, restoration<br />
efforts will be required. Fill in the holes left by the removal<br />
of common buckthorn with soil and re-vegetate with native<br />
species (Moriarty, 2005).<br />
Herbicide application: Herbicides should be applied in the early<br />
spring or late fall when most native vegetation is dormant to<br />
minimize any potential non-target effects. Applying herbicides<br />
to the basal bark will leave dead standing trees. These trees<br />
can be left standing, allowing native vegetation to grow around<br />
them, or they may be removed depending on the management<br />
planned for the area (Moriarty, 2005). Stems may also be cut<br />
down and removed, but in this case herbicides need to be applied<br />
to the stump to prevent re-sprouting. This method may be time<br />
consuming and labour intensive because common buckthorn<br />
can have numerous stems and grow in dense thickets (Delanoy<br />
& Archibald, 2007).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
Areas with large thickets of common buckthorn will require<br />
time, effort and money to manage. To help reduce initial costs<br />
and ensure practicality, only female plants should initially be<br />
targeted for control. This will prevent seed production as male<br />
plants do not bear fruit. Preventing seed production helps to
5.1.8 COMMON BUCKTHORN (Rhamnus cathartica)<br />
control the populations and will help to decrease recruitment,<br />
thereby leading to a more manageable scenario. Control should<br />
occur in the fall to reduce detrimental effects on nesting<br />
birds. The dark coloured berries will be very prominent in the<br />
fall, making identification of female plants easier (Delanoy &<br />
Archibald, 2007).<br />
Although seed production is eliminated once all mature female<br />
plants are removed, seedlings may continue to emerge from<br />
an established seed bank. These seedlings may be pulled or<br />
treated with a basal herbicide treatment. When the invasion has<br />
become somewhat manageable, male plants may be removed<br />
in a similar fashion to that used for the females. Seeding or<br />
planting native species may be required to restore the native<br />
plant community (Delanoy & Archibald, 2007).<br />
Integrated control should be implemented when facing dense<br />
patches of common buckthorn in areas with desirable vegetation.<br />
Hand-pulling small saplings decreases the amount of herbicide<br />
required. However, herbicides will be needed to kill larger trees<br />
that cannot be pulled or dug out from the ground without major<br />
soil disturbance or mechanical help. Alternatively, herbicides<br />
may be applied to the freshly cut stump to prevent any shoots<br />
from sprouting and to eliminate the need to dig out a large root<br />
system (Delanoy & Archibald, 2007).<br />
option #2: without chemical control<br />
Managing large common buckthorn invasions without the use<br />
of herbicides will require a greater amount of time and effort.<br />
Target the large berry producing female trees to help control<br />
seed production (Delanoy & Archibald, 2007). These large trees<br />
and shrubs can be cut and left on site or placed in a brush pile for<br />
burning. The stumps will continue to re-sprout and will require<br />
frequent clipping or removal of the entire root system. Keep in<br />
mind that removing large stumps will cause soil disturbance<br />
that could promote reinvasion by common buckthorn or other<br />
invasive plants (Moriarty, 2005).<br />
After all the large common buckthorn trees and saplings have<br />
been removed, management efforts can focus on pulling the<br />
understory seedlings and saplings. Pulled plants may be placed<br />
in a slash pile for burning or left on site, ensuring that the roots<br />
are fully exposed to promote desiccation. Ongoing monitoring<br />
will be needed to control any seedlings emerging from a<br />
potential seed bank (Delanoy & Archibald, 2007).<br />
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Extent.of.<br />
infestation<br />
Table 13: Management recommendations for common buckthorn (Rhamnus cathartica).<br />
Recommended.<br />
method.of.control<br />
Small.invasions.and.satellite.populations Large.invasions.and.dense.populations<br />
Manual.and.mechanical.control:.handpulling.and.excavation.<br />
Integrated.control:.hand-pulling.and.<br />
herbicide.application.<br />
Timing Spring,.summer.and.fall. Fall.herbicide.application..Hand-pulling.<br />
can.occur.in.spring,.summer.or.fall.<br />
Disposal Woody.debris.may.be.left.on.site.or.<br />
removed.to.a.brush.pile.or.burned.<br />
Frequency.of.<br />
control<br />
Initial.pull.should.remove.as.many.trees.<br />
and.shrubs.as.possible..Return.several.<br />
times.per.year.to.pull.any.missed.plants.or.<br />
new.sprouts.<br />
Length.of.control 2-3.years. 2-5.years.<br />
Required.<br />
restoration<br />
Plant.native.species.in.areas.where.<br />
hand-pulling.and.excavating.creates.soil.<br />
disturbance.<br />
Dead.shrubs.and.woody.debris.may.be.<br />
left.on.site.or.removed.to.a.brush.pile.<br />
or.burned.<br />
Initial.pull.should.remove.as.many.trees.<br />
and.shrubs.as.possible..Return.several.<br />
times.per.year.to.pull.any.missed.plants.<br />
or.new.sprouts..Use.herbicidal.control.<br />
once.every.fall.<br />
Plant.native.species.in.areas.where.<br />
hand-pulling.and.excavating.creates.<br />
soil.disturbance.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.9<br />
Periwinkle<br />
(Vinca minor)<br />
Other common names:<br />
common periwinkle, lesser periwinkle, Myrtle, running myrtle<br />
Priority Rating: hiGh<br />
143<br />
Figure 158: Periwinkle [ ]<br />
1 [ ]
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
<strong>identiFicAtion</strong><br />
steM: Periwinkle is a trailing vine growing as a carpet over<br />
the forest floor (Fig. 159). The stems contain a milky substance<br />
(Jenkins & Jackman, 1941) and can become slightly woody with<br />
age making them difficult to break by hand (Miller, 2003).<br />
leAves: Evergreen leaves are ovate in shape with a pointed<br />
tip (Fig. 160). These shiny, dark green leaves can be found in<br />
an opposite arrangement along the stem (Kaufman & Kaufman,<br />
2007) (Fig. 161). The leaf edges of periwinkle are smooth<br />
(Gleason & Cronquist, 1963).<br />
Figure 159: Periwinkle is a trailing<br />
vine 1 .<br />
Figure 160: Periwinkle leaves 1 .<br />
Flowers: Flowers have 5 petals and range in colour from<br />
blue to purple (Fig. 162). Solitary flowers are produced on short<br />
stems arising from leaf axils (Bailey, 1969).<br />
Fruit/seed: The fruit is a follicle that contains 3 to 5 black<br />
seeds. Seeds are produced occasionally however this type of<br />
reproduction is rare compared to vegetative spread (Stone,<br />
2009).<br />
Figure 162: Periwinkle flowers 1 .<br />
Figure 161: Opposite leaf<br />
arrangement 1 .
5.1.9 PERIWINKLE (Vinca minor)<br />
siMilAr sPecies<br />
creeping snowberry (Gaultheria hispidula)<br />
Creeping snowberry is an evergreen plant with creeping stems.<br />
It can easily be distinguished from periwinkle by its alternate<br />
leaves with bristled edges. Periwinkle has opposite leaves with<br />
smooth edges (Fig. 163). Creeping snowberry leaves are also<br />
much smaller (
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
common bearberry (Arctostaphylos uva-ursi)<br />
Common bearberry is similar to periwinkle in that it has<br />
trailing stems and evergreen leaves with smooth edges. It can<br />
be distinguished from periwinkle by its alternately arranged<br />
leaves (Dickinson et al. 2004) (Fig. 165).<br />
Figure 165: Comparing common bearberry 17 (left) and periwinkle 1 (right).<br />
twinflower (Linnaea borealis)<br />
Twinflower has creeping stems with opposite evergreen leaves<br />
similar to those of periwinkle. However, the leaves of twinflower<br />
are hairy with toothed edges while the leaves of periwinkle are<br />
hairless with smooth edges (Dickinson et al. 2004) (Fig. 166).<br />
Figure 166: Comparing twinflower 20 (left) and periwinkle 1 (right).
5.1.9 PERIWINKLE (Vinca minor)<br />
winter creeper (Euonymus fortunei)<br />
Winter creeper shares several similarities with periwinkle. Its<br />
opposite evergreen leaves and trailing habit are similar to those<br />
of periwinkle as is its invasive nature in the forest understory.<br />
It is native to Japan, China and Korea. Winter creeper has<br />
leaves with toothed edges as opposed to the smooth edges of<br />
periwinkle leaves (Kaufman & Kaufman, 2007) (Fig. 167).<br />
Figure 167: Comparing winter creeper 12 (left) and periwinkle 1 (right).<br />
Partridge-berry (Mitchella repens)<br />
Partridge-berry can be easily confused with periwinkle. A<br />
trailing habit, opposite evergreen leaves with smooth edges, and<br />
light green veins are all characteristics that these two species<br />
share. The easiest way to identify these species is to look at the<br />
leaf tip. Partridge-berry leaves have a very rounded tip whereas<br />
the leaves of periwinkle have pointed tips (Chambers et al.<br />
1996) (Fig. 168).<br />
Figure 168: Comparing partridge-berry 1 (left) and periwinkle 1 (right).<br />
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A key to evergreen plants that may be confused<br />
with periwinkle (Vinca minor)<br />
1..Plants.with.alternate.leaves<br />
. 2..Leaves.with.bristled.edges<br />
. . 3..Small.leaves.(less.than.1cm.long)................................................Creeping.snowberry.(Gaultheria hispidula)<br />
. . 3..Large.leaves.(2-5cm.long)..............................................................Wintergreen.(Gaultheria procumbens)<br />
. 2..Leaves.with.smooth.edges................................................................Common.bearberry (Arctostaphylos uva-ursi)<br />
1..Plants.with.opposite.leaves<br />
. . . 4..Leaves.with.toothed.(serrate).edges<br />
. . . . 5..Leaves.covered.with.hair......................................................Twinflower.(Linnaea borealis)<br />
. . . . 5..Leaves.without.hair................................................................Winter.creeper.(Euonymus fortunei)<br />
. . . 4..Leaves.with.smooth.(entire).edges<br />
. . . . . 6..Leaves.with.rounded.tips................................................Partridge-berry.(Mitchella repens)<br />
. . . . . 6..Leaves.with.pointed.tips.................................................Common.periwinkle.(Vinca minor)<br />
tAxonoMic hierArchy<br />
Kingdom. Plantae<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Asteridae<br />
..........Order. Gentianales<br />
............Family. Apocynaceae<br />
BioloGy<br />
oriGin & distriBution<br />
Periwinkle was introduced by European<br />
settlers in the early 1700’s (Swearingen<br />
et al. 2010). A native to Eurasia, it was<br />
valued as an easy-to-grow ornamental<br />
groundcover (Winterrowd & Stagg,<br />
1993). Today it is still commonly sold<br />
as a garden plant throughout the<br />
province (Miller, 2003).<br />
hABitAt<br />
..............Genus. Vinca<br />
Periwinkle is a versatile plant that can<br />
................<strong>Species</strong>. Vinca minor<br />
grow in open sunny areas to closed<br />
canopy forests (Swearingen et al. 2010).<br />
It is a common garden plant that has escaped cultivation to be<br />
found in open areas such as meadows and fields, edge habitats<br />
such as roadsides and along trails, and in forested areas (Fig.<br />
169). It is commonly seen growing as a dense cover in shaded<br />
areas (Miller, 2003; Stone, 2009).
5.1.9 PERIWINKLE (Vinca minor)<br />
Figure 169: Periwinkle growing alongside a road 1 (left) and trail 1 (right).<br />
reProduction<br />
Reproduction is mainly vegetative through stem runners.<br />
When these runners touch the soil at the leaf nodes they have<br />
the ability to take root (Jenkins & Jackman, 1941). Seeds are<br />
produced occasionally. However, this type of reproduction is<br />
rare compared to vegetative spread (Stone, 2009). These plants<br />
can easily establish from stem fragments (Winterrowd & Stagg,<br />
1993).<br />
liFe cycle<br />
Periwinkle is a perennial vine (Bailey, 1969) that flowers in<br />
the early spring (Gleason & Cronquist, 1963). The majority<br />
of flowers appear in April and May with occasional flowers<br />
appearing throughout the summer months. Seed-filled follicles<br />
are produced from May to July. Seeds are dispersed as the<br />
follicles dry out and crack. Periwinkles are evergreen and thus<br />
keep their leaves throughout the winter (Miller, 2003).<br />
success MechAnisMs<br />
Although the seed dispersing capabilities of periwinkle are<br />
low, these plants can propagate relatively quickly. Plants can<br />
send out twining stems in all directions that can take root<br />
wherever there is an empty space on the forest floor (Darcy<br />
& Burkart, 2002). Since these plants are free-rooting, even<br />
small stem fragments have the ability to grow into a dense mat<br />
(Fig. 170). Such plant fragments can become established<br />
throughout the spring and summer months (Winterrowd &<br />
Stagg, 1993).<br />
Periwinkle can effectively compete with native vegetation in<br />
the forest understory. This competitive advantage may be due<br />
to allelopathy, light suppression or a combination of both. A<br />
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laboratory study suggested that periwinkle had allelopathic<br />
effects on the growth rate of tree seedlings. However, more<br />
studies are needed to fully understand these effects (Darcy &<br />
Burkart, 2002).<br />
Periwinkle is an evergreen vine that has the ability to grow<br />
over other plants. This growth habit gives the plant the best<br />
access to sunlight. The native plants growing underneath<br />
are at a disadvantage as they cannot get enough sunlight for<br />
photosynthesis (Darcy & Burkart, 2002).<br />
Figure 170: Periwinkle forming a carpet on the forest floor 1 .<br />
ecoloGicAl iMPActs<br />
Due to periwinkle’s limited dispersal capabilities it is not<br />
always considered a major threat. However, once established<br />
this species may have negative effects on the woodlot. Control<br />
is often difficult due to the free-rooting nature of this<br />
species. Monitoring the woodlot for invasions by periwinkle is<br />
recommended.<br />
Periwinkle has the ability to suppress hardwood regeneration.<br />
It forms a dense carpet (Fig. 171) that covers low growing<br />
species (Drake et al. 2003). Through light suppression and the<br />
possibility of allelopathic effects, seedling growth is inhibited.<br />
With the absence of regeneration, the species composition of<br />
the forest may gradually change (Darcy & Burkart, 2002).<br />
Periwinkle may also have negative impacts on the understory<br />
fauna. One study showed a change in the spider community<br />
associated with the forest floor. Such changes have a ripple
5.1.9 PERIWINKLE (Vinca minor)<br />
effect where impacts may be felt throughout the local food web<br />
(Bultman & DeWitt, 2008). More studies are needed to document<br />
such underlying effects.<br />
Figure 171: Periwinkle growing as a carpet on the forest floor 1 .<br />
vectors & PAthwAys<br />
Humans are the main vectors of periwinkle spread. Periwinkle<br />
is still a common garden plant and it is sold in garden centres<br />
throughout Ontario (Fig. 172). It is unlikely that seeds are a<br />
dispersal agent as these plants rarely germinate from seed<br />
in North America. Most spread is due to the dumping of yard<br />
wastes in natural areas. These plants can easily propagate from<br />
the smallest root fragments, thus such yard wastes are a major<br />
factor in the spread of this species (Stone, 2009).<br />
Figure 172: Periwinkle being sold as a ground cover 1 .<br />
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MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Do not dump yard wastes in or close to natural areas;<br />
• Periwinkle is considered an invasive plant and should not be<br />
planted in the garden. Use native alternatives or species that<br />
are not considered invasive.<br />
eArly detection techniques<br />
• Learn how to identify periwinkle;<br />
• Regularly monitor the woodlot;<br />
• Become familiar with periwinkle populations in neighbours<br />
gardens and ensure that yard wastes are properly disposed of.<br />
control oPtions<br />
Hand-pulling: Hand-pulling can be labour intensive and is only<br />
suitable for small invasions or for outlying satellite populations.<br />
All plant fragments need to be collected and bagged as they<br />
can easily propagate. Areas where runners have rooted into<br />
the ground need to be pulled. Using a rake will help to collect<br />
the twining stems while raising the runners to reveal the root<br />
system. Digging tools may be required to ensure removal of the<br />
entire root system since any portion of the root left behind has<br />
the ability to re-sprout. As the stems can be slightly woody it<br />
is recommended to have pruning shears on hand (Swearingen<br />
et al. 2010).<br />
Herbicide application: Chemical control is suitable for severe<br />
invasions. Herbicides should be applied as a foliar spray,<br />
enough to wet leaves but not so much as to cause dripping.<br />
The leaves of periwinkle plants have a waxy cuticle that<br />
does not readily absorb herbicides (Bean & Russo, 1988). The<br />
addition of a surfactant to the herbicide solution will increase<br />
absorption by the leaves and increase the likelihood of success.
5.1.9 PERIWINKLE (Vinca minor)<br />
Repeated treatments and spot applications are often necessary.<br />
Alternatively, the cut-and-spray method may be used to increase<br />
the chance of absorption through the wounded plant tissues<br />
(Drewitz, 2000).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
The use of chemical control is recommended during the fall<br />
when most native plants are dormant. The most effective<br />
means of control may be the cut-and-spray method. This<br />
method combines both physical and chemical control. The<br />
stems are cut and herbicides applied immediately afterwards.<br />
The wounded stems will readily absorb the herbicide solution<br />
(Drewitz, 2000). Herbicides may also be applied as a foliar<br />
spray. A second application may be needed the following year<br />
if the initial application was unsuccessful. Periwinkle plants<br />
that are in close proximity to desirable vegetation may be handpulled<br />
to prevent any damage to native species. It is also good<br />
to keep in mind that a combination of manual and chemical<br />
control decreases the amount of herbicides entering the forest<br />
ecosystem while managing cost and labour requirements (Bean<br />
& Russo, 1988).<br />
option # 2: without chemical control<br />
Hand-pulling can have a minimal impact on native vegetation<br />
if care is taken not to trample any native species. However,<br />
frequent monitoring is required and it has the potential to be<br />
labour intensive. The initial pull should be focused on removing<br />
as many plants and plant fragments as possible. Bag all parts of<br />
the plant and dispose of them at an appropriate landfill. Return<br />
to the area several times per year to pull any missed plants or<br />
new sprouts. Hand-pulling often creates soil disturbance which<br />
is known to increase the likelihood of reinvasion. It may be<br />
beneficial to plant desirable native seedlings in areas where<br />
such soil disturbing activities have occurred (Swearingen et al.<br />
2010).<br />
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Table 14: Management recommendations for periwinkle (Vinca minor).<br />
Extent.of.infestation Small.invasions.and.satellite.populations Large.invasions.and.dense.populations<br />
Recommended.<br />
method.of.control<br />
Manual.control:.hand-pulling. Integrated.control:.cutting,.handpulling.and.herbicide.application.<br />
Timing Spring,.summer.and.fall. Fall.<br />
Disposal Bag.all.parts.of.the.plant.and.dispose.at.<br />
an.appropriate.landfill.<br />
Frequency.of.control Initial.pull.should.remove.as.many.<br />
plants.and.plant.fragments.as.possible..<br />
Return.several.times.per.year.to.pull.any.<br />
missed.plants.or.new.sprouts.<br />
Length.of.control 2-3.years. 2-5.years.<br />
Required.restoration Plant.native.species.in.areas.where.<br />
hand-pulling.creates.soil.disturbance.<br />
Plant.material.may.be.left.on.site.<br />
Once.yearly.until.invasion.has.been.<br />
eliminated.or.has.become.small.enough.<br />
to.manage.with.manual.control.<br />
Plant.native.species.in.areas.where.<br />
hand-pulling.creates.soil.disturbance.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.10<br />
dog-strangling vine<br />
(Vincetoxicum rossicum & V. nigrum)<br />
Other common names:<br />
european swallow-wort, Pale swallow wort, louis’ swallow-wort,<br />
Black swallow-wort<br />
Priority Rating: hiGh<br />
155<br />
Figure 173: Dog-strangling vine [ ]<br />
1 [ ]
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<strong>identiFicAtion</strong><br />
There are two species of dog-strangling vine currently invading<br />
Ontario habitats. They are Vincetoxicum rossicum and<br />
V. nigrum. A third species, V. hirundinaria has not yet invaded<br />
North America and thus will not be discussed herein. However,<br />
it could potentially become a problem in the future (see<br />
extensive review by DiTommaso et al. 2005).<br />
leAves: Both species have similar leaves that are ovate with<br />
smooth edges (Fig. 174). They occur in an opposite arrangement<br />
along the stem (DiTommaso et al. 2005).<br />
Figure 174: Dog-strangling vine leaves 1 .<br />
Flowers: Both species of dog-strangling vine have flowers<br />
with 5 petals. Vincetoxicum rossicum flowers range in colour<br />
from pink to dark maroon (Fig. 175). They form clusters of 5 to<br />
20 flowers that sprout from leaf axils (Fig. 176). Vincetoxicum<br />
nigrum flowers can be dark purple to almost black in colour<br />
and form clusters of 4 to 10 flowers (DiTommaso et al. 2005).<br />
Figure 175: Comparison of flower colours for Vincetoxicum rossicum 1<br />
(left) and V. nigrum 6 (right).<br />
Figure 176: Vincetoxicum rossicum<br />
flower clusters 1 .
5.1.10 DOG-STRANGLING VINE (Vincetoxicum rossicum & V. nigrum)<br />
Fruit/seed: Generally, two fruits in the form of follicles are<br />
produced per V. rossicum flower (Fig. 177) whereas V. nigrum<br />
flowers will only rarely produce two fruits per flower. Seeds<br />
are connected to a tuft of white hairs (Fig. 178) and are similar<br />
to those of native milkweed (DiTommaso et al. 2005).<br />
Figure 177: Vincetoxicum rossicum follicles 1 . Figure 178: Dog-strangling vine seed dispersal 6 .<br />
siMilAr sPecies<br />
Amur honeysuckle (Lonicera maackii)<br />
Amur honeysuckle is a shrub that may be confused with young<br />
dog-strangling vine plants that have not yet started to climb or<br />
look like a vine. They both have opposite, oblong leaves with<br />
smooth edges (Fig. 179). Amur honeysuckle leaves have long<br />
pointed tips whereas dog-strangling vine has leaves with a<br />
much shorter tip (Kaufman & Kaufman, 2007).<br />
Figure 179: Comparing Amur honeysuckle 1 (left) and dog-strangling<br />
vine 1 (right).<br />
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Morrow’s honeysuckle (Lonicera morrowii)<br />
The shape and edges of a morrow’s honeysuckle leaf is very<br />
similar to that of a dog-strangling vine leaf (Fig. 180). However,<br />
one key feature of morrow’s honeysuckle is that the underside<br />
of each leaf is covered in hair, whereas the leaves of dogstrangling<br />
vine are hairless (Kaufman & Kaufman, 2007).<br />
Figure 180: Comparing morrow’s honeysuckle 1 (left) and dog-strangling vine 1 (right).<br />
canada fly honeysuckle (Lonicera canadensis)<br />
Another shrub with similar looking leaves to dog-strangling<br />
vine is the Canada fly honeysuckle (Fig. 181). The leaf edges of<br />
Canada fly honeysuckle are ciliate which means that they are<br />
fringed with tiny hairs (Fig. 182). These hairs can be seen on<br />
close inspection with a magnifying glass. The leaves of dogstrangling<br />
vine are hairless (Chambers et al. 1996).<br />
Figure 181: Comparing Canada fly honeysuckle 1 (left) and dogstrangling<br />
vine 1 (right).<br />
tartarian honeysuckle (Lonicera tatarica)<br />
Tartarian honeysuckle leaves are similar to those of dogstrangling<br />
vine in that they do not have any hair on their<br />
surface or edges. However, some of the older leaves on tartarian<br />
honeysuckle have a heart-shaped appearance at the base (Fig.<br />
183). This is usually not seen on leaves found close to the end<br />
Figure 182: Ciliate leaves of Canada<br />
fly honeysuckle 1 .
5.1.10 DOG-STRANGLING VINE (Vincetoxicum rossicum & V. nigrum)<br />
of the twigs so be sure to check farther down the stem (Kaufman<br />
& Kaufman, 2007).<br />
Figure 183: Comparing the leaves of tartarian honeysuckle 1 (left) and dog-strangling vine 1 (right).<br />
Bush honeysuckle (Diervilla lonicera)<br />
On close inspection bush honeysuckle’s leaves can easily be<br />
distinguished from those of dog-strangling vine by the appearance<br />
of the leaf margin (Fig. 184). The leaves of bush honeysuckle have<br />
a toothed margin whereas the leaves of dog-strangling vine are<br />
smooth along the edges (Chambers et al. 1996).<br />
Figure 184: Comparing bush honeysuckle 20 (left) and dog-strangling vine 1 (right).<br />
dogwood (Cornus spp.)<br />
Some dogwood species in Ontario may be confused with dogstrangling<br />
vine. Although dogwood species in Ontario are trees<br />
and shrubs, when young they may be mistaken for dog-strangling<br />
vine. The key to distinguish them is to look at the leaf veins<br />
(Fig. 185). The leaf veins of dogwood species curve to meet the<br />
leaf tip whereas dog-strangling vine leaves have veins that curve<br />
towards the outer margin (Chambers et al. 1996).<br />
Figure 185: Comparing the leaves of dogwood 1 (left) and dog-strangling vine 1 (right).<br />
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oriental & American bittersweet (Celastrus<br />
orbiculatus & C. scandens)<br />
Oriental and American bittersweet are vines with alternate<br />
leaves. The leaves of both species have toothed margins<br />
whereas dog-strangling vine has smooth margins (Fig. 186).<br />
Oriental bittersweet leaves are nearly round with a blunt tip<br />
while American bittersweet has oblong leaves with pointed tips<br />
(Kaufman & Kaufman, 2007).<br />
Figure 186: Comparing Oriental bittersweet 15 (left) and dog-strangling vine 1 (right).<br />
Bittersweet nightshade (Solanum dulcamara)<br />
Bittersweet nightshade is a climbing vine with alternate leaves<br />
and smooth margins. Many of the leaves have two leaflets at the<br />
base (Fig. 187). The flowers and fruit of bittersweet nightshade<br />
are dissimilar to those of dog-strangling vine (Fig. 188).<br />
Bittersweet nightshade has seeds encased in berries whereas<br />
dog-strangling vine has the characteristic seedpods belonging<br />
to the milkweed family (Dickinson et al. 2004).<br />
Figure 187: Comparing the leaves of bittersweet nightshade 1 (left) to those of dog-strangling vine 1 (right).
5.1.10 DOG-STRANGLING VINE (Vincetoxicum rossicum & V. nigrum)<br />
Figure 188: Comparing the flowers of bittersweet nightshade 1 (left) to those of dog-strangling vine 1 (right).<br />
honeysuckles (Lonicera spp.) with climbing stems<br />
Honeysuckles with a climbing habit can be very similar to dogstrangling<br />
vine. They all have an opposite leaf arrangement.<br />
Three honeysuckle species, hairy honeysuckle (Lonicera<br />
hirsuta), smooth honeysuckle (L. dioica) and coral honeysuckle<br />
(L. sempervirens), can be excluded by looking at the leaf pairs<br />
located at the end of the vine (Fig. 189). These leaf pairs are<br />
joined together at the base so that the two leaves appear to be a<br />
single leaf that encircles the stem (Chambers et al. 1996).<br />
Japanese honeysuckle (L. japonica) is very similar to dogstrangling<br />
vine. It may be useful to look for a lighter coloured<br />
green on the bottom surface of its leaves (Fig. 190). However, it<br />
may be better to check for the milky sap from crushed leaves<br />
and stem characteristic of dog-strangling vine when trying to<br />
distinguish these species (Kaufman & Kaufman, 2007).<br />
Figure 189: The fused leaves of trumpet honeysuckle 16 . Figure 190: Japanese honeysuckle leaves 12 .<br />
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A key to plants that may be confused with<br />
dog-strangling vine (Vincetoxicum spp.)<br />
1..Plants.with.a.woody.stem.(shrub).and.opposite.leaves.(for.specimens.where.stems.may.not.seem.woody)<br />
. 2..Leaves.with.sharply.pointed.edges.(toothed.margins).......................Bush.honeysuckle.(Diervilla lonicera)<br />
. 2..Leaves.with.smooth.edges.(entire.margins)<br />
. . 3..Leaves.with.narrow,.long-pointed.tips................................................Amur.honeysuckle.(Lonicera maackii)<br />
. . 3..Leaves.with.short,.blunt.tips<br />
. . . 4..Leaves.with.hair.on.surface.or.edges.(margins)<br />
. . . . 5..Underside.of.leaf.covered.in.fine.hairs........................................Morrow’s.honeysuckle.(Lonicera morrowii)<br />
. . . . 5..Underside.of.leaf.hairless,.edges.ciliate......................................Canada.fly.honeysuckle.(Lonicera canadensis)<br />
. . . 4..Leaves.with.no.hair.on.surface.or.edges.(margins)<br />
. . . . . 6..Leaf.veins.curve.to.meet.tip.of.leaf.........................................Dogwood.(Cornus.spp.)<br />
. . . . . 6..Leaf.veins.curve.towards.margins.<br />
. . . . . . 7..Leaves.slightly.heart-shaped.at.base..................................Tartarian.honeysuckle.(Lonicera tatarica)<br />
. . . . . . 7..Leaves.tapered.at.base............................................................Dog-strangling.vine.(Vincetoxicum.spp.)<br />
1..Plants.with.a.climbing.stem.(vine)<br />
. . . . . . . 8..Alternate.leaves<br />
. . . . . . . . 9..Leaves.with.smooth.edges.(entire.margins)...........Bittersweet.nightshade.(Solanum dulcamara)<br />
. . . . . . . . 9..Leaves.with.sharply.pointed.edges.(toothed.margins)<br />
. . . . . . . . . 10..Leaves.nearly.round.with.short.tip.....................Oriental.bittersweet.(Celastrus orbiculatus)<br />
. . . . . . . . . 10..Leaves.oblong.with.pointed.tip...........................American.bittersweet.(Celastrus scandens)<br />
. . . . . . . 8..Opposite.leaves<br />
. . . . . . . . . . 11..Upper.leaf.pairs.joined.together.at.base<br />
. . . . . . . . . . . 12..Leaves.with.hair.on.surfaces.........................Hairy.honeysuckle.(Lonicera hirsuta)<br />
. . . . . . . . . . . 12..Leaves.with.no.hair..........................................Smooth.honeysuckle.(Lonicera dioica).&<br />
. . . . . . . . . . . . ................................................................................Coral.honeysuckle.(Lonicera sempervirens)<br />
. . . . . . . . . . 11..Upper.leaf.pairs.distinct.(not.joined)<br />
. . . . . . . . . . . . 13..Underside.of.leaf.a.paler.green.colour...Japanese.honeysuckle.(Lonicera japonica)<br />
. . . . . . . . . . . . 13..Both.leaf.surfaces.similar.in.colour..........Dog-strangling.vine.(Vincetoxicum spp.)
tAxonoMic hierArchy<br />
Dog-strangling vine.(Vincetoxicum rossicum)<br />
Kingdom. Plantae<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Asteridae<br />
..........Order. Gentianales<br />
............Family. Asclepiadaceae<br />
..............Genus. Vincetoxicum.<br />
5.1.10 DOG-STRANGLING VINE (Vincetoxicum rossicum & V. nigrum)<br />
................<strong>Species</strong>. Vincetoxicum rossicum.<br />
BioloGy<br />
oriGin & distriBution<br />
Vincetoxicum rossicum is native to the Ukraine and Russia<br />
while V. nigrum is native to southwestern Europe (Milbrath,<br />
2010). It is assumed that both species were introduced into<br />
North America as horticultural plants (DiTommaso et al. 2005).<br />
In Ontario, V. rossicum was first collected in Toronto in 1889<br />
(Smith et al. 2006). Today, it can be found invading areas from<br />
London to Ottawa. Vincetoxicum nigrum was often confused<br />
with V. rossicum and the date of its introduction into Ontario<br />
is unknown. Vincetoxicum nigrum has a wider distribution in<br />
Ontario than V. rossicum with populations scattered throughout<br />
southern and eastern Ontario (DiTommaso et al. 2005).<br />
hABitAt<br />
Dog-strangling vine.(Vincetoxicum nigrum)<br />
Kingdom. Plantae.<br />
..Subkingdom. Tracheobionta<br />
....Division. Magnoliophyta<br />
......Class. Magnoliopsida<br />
........Subclass. Asteridae<br />
..........Order. Gentianales<br />
............Family. Asclepiadaceae<br />
..............Genus. Vincetoxicum<br />
................<strong>Species</strong>. Vincetoxicum nigrum<br />
Both species of dog-strangling vine favour areas exposed to full<br />
or partial sunlight (Smith et al. 2006) but will also grow in open<br />
forests (Kaufman & Kaufman, 2007). As with most invasive<br />
species, they will readily invade disturbed areas such as<br />
roadsides. Once established, long distance seed dispersal allows<br />
satellite populations to establish in natural areas (DiTommaso<br />
et al. 2005). Dog-strangling vine can thrive in a wide range of<br />
soils and differing light and temperature conditions (Smith et<br />
al. 2008; Sanderson & Antunes, in press).<br />
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reProduction<br />
Dog-strangling vines reproduce sexually and vegetatively<br />
through clones sprouting from an underground rhizome<br />
(Lumer & Yost, 1995). Plants self-pollinate if insect pollinators<br />
are unavailable for cross pollination (DiTommaso et al. 2005).<br />
Seeds are polyembryonic which means that each individual<br />
seed can give rise to a maximum of four seedlings (Ladd &<br />
Cappuccino, 2005).<br />
liFe cycle<br />
Dog-strangling vine is perennial. Flowers begin to emerge in the<br />
middle of May and last until late summer (Lumer & Yost, 1995).<br />
Green seedpods, similar to those produced by native milkweed,<br />
emerge at the end of June. These pods break open to release<br />
seeds from September through November. Dead brown vines<br />
remain entangled around supporting vegetation throughout<br />
the winter months (DiTommaso et al. 2005).<br />
success MechAnisMs<br />
With increasing size, dog-strangling vine populations can<br />
completely suppress native seedlings (Cappuccino, 2004). In low<br />
light environments, such as forest understories, dog-strangling<br />
vine has the ability to climb over native vegetation (Fig. 191).<br />
This allows the plant to obtain light while effectively reducing<br />
that available to the lower growing vegetation. As populations<br />
become larger they reduce space and nutrients available for<br />
other plants (Smith et al. 2006).<br />
The robust rootstalks of dog-strangling vine store water that<br />
may be used at times of drought. These rootstalks also provide<br />
an energy source that allows plants to grow early in the season<br />
giving them a head start over competing native vegetation<br />
(DiTommaso et al. 2005).<br />
Dog-strangling vine populations can increase rapidly due<br />
to their high reproductive potential (Fig. 192). Individual<br />
plants produce large quantities of seed. Even under shaded<br />
conditions where seed productivity is at its lowest, plants can
5.1.10 DOG-STRANGLING VINE (Vincetoxicum rossicum & V. nigrum)<br />
Figure 191: Dog-strangling vine in a forest understory 1 (left) and climbing over native vegetation 1 (right).<br />
produce as many as 28 000 seeds per square metre. Since<br />
seeds are polyembryonic, the number of seedlings produced<br />
may increase fourfold (Smith et al. 2006). Factors contributing<br />
to such a large seed production include the ability to selfpollinate<br />
and a long flowering season. Self-pollination ensures<br />
that each plant will produce seed (DiTommaso et al. 2005)<br />
while long-lived flowers allow for a greater fruit-set (Lumer &<br />
Yost, 1995).<br />
Figure 192: Numerous seedpods in a dog-strangling vine invasion 1 .<br />
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Another factor lending to this species success is the high<br />
survival rate of first-year plants. Due to polyembryony, each<br />
seed has more than one chance at occupying a site. Seedling<br />
emergence does not always occur at the same time. It may take<br />
up to 20 days before all seedlings have emerged from a single<br />
polyembryonic seed. As such, new seedlings can emerge to<br />
offset control practices (Ladd & Cappuccino, 2005).<br />
Dog-strangling vine has no known natural enemies in North<br />
America. Only minimal damage has been reported by insects<br />
or disease (Milbrath, 2010). As with other members of the<br />
milkweed family, dog-strangling vine contains cardenolides<br />
which are toxic if consumed in large quantities (DiTommaso et<br />
al. 2005). Thus, grazing wildlife such as deer are unlikely to eat<br />
these plants (Milbrath, 2010).<br />
ecoloGicAl iMPActs<br />
Healthy regeneration is an important woodlot management<br />
goal. Dog-strangling vine can negatively impact forest<br />
regeneration by climbing over saplings (Fig. 193) and reducing<br />
access to available space, nutrients and light (DiTommaso et al.<br />
2005). Dog-strangling vine form symbiotic relationships with<br />
endomycorrhizal fungi and studies have shown that the number<br />
and types of fungi in soils are altered by large invasions. Such<br />
changes in soil biota can have negative consequences on native<br />
plants (Smith et al. 2008).<br />
Wildlife diversity is a value-added feature in a woodlot. For<br />
example, wildlife viewing often enhances the sugar bush<br />
experience for customers. Dog-strangling vine populations<br />
have been found to decrease the diversity of both insects<br />
and birds. Recently, this invasive species was associated to<br />
population decreases of the monarch butterfly, which is a<br />
species-at-risk. Monarch butterflies normally lay their eggs<br />
on native milkweed. Dog-strangling vine is a member of the<br />
milkweed family and may attract monarchs in areas where<br />
native milkweed is scarce. This is detrimental since monarch<br />
larvae are unable to fully develop on dog-strangling vine (Ladd<br />
& Cappuccino, 2005). Dog-strangling vine also displaces native<br />
milkweed, thereby decreasing available host plants needed for<br />
reproducing monarchs (DiTommaso et al. 2005).
5.1.10 DOG-STRANGLING VINE (Vincetoxicum rossicum & V. nigrum)<br />
Figure 193: Dog-strangling vine climbing over native vegetation 1 .<br />
vectors & PAthwAys<br />
Dog-strangling vine will likely enter a woodlot via wind-driven<br />
seed dispersal. Being part of the milkweed family, the seeds<br />
are similar to native milkweed, fringed with hairs that allow<br />
the seeds to be airborne on windy days (DiTommaso et al.<br />
2005). Although most seeds are known to fall within only a<br />
few metres of their parent, it only takes one seed to become an<br />
established plant that can grow with the help of clonal spread<br />
or self-pollination. Seeds may also get caught in the fur of<br />
animals, on clothing or tire treads (Smith et al. 2006).<br />
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MAnAGeMent PrActices<br />
Prevention strAteGies<br />
• Prevent seeds from entering the woodlot by limiting access<br />
when possible;<br />
• Wash all shoes and tires before entering the woodlot;<br />
• Do not let domestic animals roam freely in late summer and<br />
fall when seed dispersal begins, especially if there are known<br />
dog-strangling vine populations in or around the woodlot;<br />
• Minimize soil disturbance during woodlot management<br />
activities;<br />
• Volunteer to help eliminate dog-strangling vine populations<br />
in properties nearby.<br />
eArly detection techniques<br />
• Learn how to identify dog-strangling vine;<br />
• Regularly monitor the woodlot, paying attention to any<br />
unknown vines.<br />
control oPtions<br />
Cutting: Cutting can be used as a means to prevent seed<br />
production. Clipping the plants at ground level and removing<br />
the stem and leaves is best done in late June. This timing is<br />
important because the plants will have used up the majority<br />
of their resources to produce flowers. Thus clipped vines will<br />
not have enough energy left over to re-sprout and produce<br />
seeds before the winter. Although these plants will survive, it<br />
is beneficial to prevent any seed addition to the seed bank until<br />
more effective management strategies can be employed (Averill<br />
et al. 2008).<br />
Excavation: One way to manually control small populations of<br />
dog-strangling vine is to dig and excavate the whole root system.<br />
Do not try to pull the root up by hand as the stems easily break<br />
off, leaving root crowns and fragments in the soil that can<br />
readily re-sprout. Use spades or shovels to dig underneath the<br />
root system. Plants should be removed before they produce<br />
seed to prevent additions to the soil’s seed bank. Place all plant<br />
parts in a plastic bag for disposal in an appropriate landfill<br />
(DiTommaso et al. 2005). Excavating should only be used on very<br />
small populations as it can be labour intensive and causes soil<br />
disturbance. Restoration efforts will be required to fill in the<br />
holes where root systems were removed. Restoration should also<br />
include re-planting the area with native vegetation to prevent reinvasion<br />
of the disturbed area (Lawlor & Raynal, 2002).
5.1.10 DOG-STRANGLING VINE (Vincetoxicum rossicum & V. nigrum)<br />
Herbicide application: In large invasions where native vegetation<br />
has been compromised, it is best to apply herbicides as a foliar<br />
spray (Lawlor & Raynal, 2002). Be sure to add a surfactant to<br />
help the herbicide penetrate the waxy leaf surface (Douglass et<br />
al. 2009). Avoid applying herbicides as a foliar spray to vines<br />
that have become intertwined with young trees (Lawlor &<br />
Raynal, 2002).<br />
recoMMendAtions For inteGrAted<br />
control oF lArGe invAsions<br />
option #1: with chemical control<br />
In areas with large invasions the use of chemical control is<br />
recommended. As plants succumb to the herbicide they can<br />
be replaced by a competitive native plant. Do not start replanting<br />
until the population is sufficiently under control, as<br />
spot treatments or excavation may be needed to completely<br />
eliminate dog-strangling vine from the area. Performing such<br />
control measures around newly planted vegetation may prove<br />
to be too labour intensive if done before adequate control is<br />
achieved (Lawlor & Raynal, 2002).<br />
A combination of manual and chemical control may be needed<br />
to control dense patches of dog-strangling vine intertwined<br />
with desirable vegetation. The first step to integrated control is<br />
an initial application of herbicide using a foliar spray for dense<br />
patches, cutting in areas where the vine is intertwined with<br />
desirable vegetation. Chemical control should be done in the<br />
spring at the bud stage to allow for manual control later in the<br />
season (Lawlor & Raynal, 2002).<br />
option #2: without chemical control<br />
Dog-strangling vine invasions are particularly difficult to<br />
control. Hand-pulling is not effective as the stems easily breakoff,<br />
leaving behind a root system that will quickly re-sprout.<br />
Excavating the entire root system is often successful. However,<br />
this method can quickly become too labour intensive to be a<br />
feasible management strategy in areas with large invasions. The<br />
disturbance caused by digging also promotes the establishment<br />
of other invasive plants, often negating any positive effects<br />
of control. In areas where chemical control is not an option<br />
it is best to try and control the invasion instead of opting for<br />
complete eradication. Frequently cutting back the plants will<br />
prevent seed production and thus slow the spread of invasion.<br />
Planting competitive native species may also help control dogstrangling<br />
vine’s invasive potential (Averill et al. 2008; Lawlor<br />
& Raynal, 2002).<br />
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Table 15: Management recommendations for dog-strangling vine (Vincetoxicum spp).<br />
Extent.of.infestation Small.invasions.and.satellite.<br />
populations<br />
Recommended.<br />
method.of.control<br />
Large.invasions.and.dense.populations<br />
Manual.Control:.excavation Integrated.Control:.herbicide.application.<br />
and.cutting.<br />
Timing May-early.June. Herbicide.application:.Spring..<br />
Cutting:.Late.June.<br />
Disposal Place.all.plant.parts.in.a.plastic.bag.and.<br />
dispose.of.in.an.appropriate.landfill..<br />
Ensure.no.roots.are.left.behind.to.<br />
resprout.<br />
Frequency.of.<br />
control<br />
Several.times.per.year..After.initial.<br />
excavation.return.to.collect.any.<br />
resprouting.plants.from.root.fragments.<br />
that.were.missed.<br />
Length.of.control 2-3.years. 3-5.years.<br />
Required.<br />
restoration<br />
Soil.disturbance.created.during.<br />
excavation.must.be.addressed..Fill.<br />
in.holes.and.replant.with.native.<br />
vegetation.<br />
Place.all.clipped.plants.in.a.plastic.bag.and.<br />
dispose.of.in.an.appropriate.landfill..<br />
Herbicide.application.and.clipping.once.<br />
yearly.for.up.to.5.years.to.ensure.that.<br />
all.root.systems.have.been.killed.and.all.<br />
seeds.eliminated.from.the.seed.bank.<br />
May.require.some.re-planting.to.fill.<br />
in.gaps.where.dense.patches.of.dogstrangling.vine.eliminated.native.<br />
vegetation.
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.11<br />
Goutweed<br />
(Aegopodium podagraria)<br />
Other common names:<br />
Bishop’s goutweed, Bishop’s weed, Ground elder, Goat’s-foot,<br />
snow-on-the-mountain<br />
Priority Rating: ModerAte<br />
<strong>identiFicAtion</strong><br />
Goutweed is native to Eurasia. It is a perennial plant with<br />
creeping stems. Compound leaves are in groups of 3, with 3 or<br />
fewer leaflets per group (Fig. 194). Leaflets often have irregular<br />
lobes. The leaves are found in an alternate arrangement along<br />
the stem (Kaufman & Kaufman, 2007). Escaped populations of<br />
goutweed generally have leaves that are of a solid green colour.<br />
Many cultivars have leaves with white borders around their<br />
paler green leaves. Both varieties may be seen in natural areas;<br />
however, the solid green colour is the most common. White<br />
flowers are produced in clusters on top of flowering stalks<br />
(Garske & Schimpf, 2005) (Fig. 195).<br />
Figure 194: Two colour varieties of goutweed including solid green 1 (left) and a lighter, multi-coloured<br />
version 6 (right).<br />
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Figure 196: Goutweed invasion in a<br />
forest understory 6<br />
environMentAl &<br />
ecoloGicAl iMPActs<br />
Goutweed will usually establish around forest edges where it<br />
can access higher light levels. Once established the creeping<br />
stems can quickly spread through the forest understory (Fig.<br />
196). Its aggressive growth pattern often displaces native<br />
understory plants, which may inhibit hardwood regeneration<br />
(Garske & Schimpf, 2005).<br />
control<br />
Goutweed has an extensive rhizome that must be removed<br />
or severely damaged to prevent re-sprouting. Hand-pulling<br />
can be an effective method of control if both the above and<br />
belowground portions of the plant are entirely removed.<br />
Leaving small root fragments behind will often lead to a new<br />
invasion. Mowing in areas with dense stands can be effective if<br />
frequently repeated throughout the season. Root reserves must<br />
be completely depleted to prevent new invasions. Covering<br />
the invaded area with a black tarp will prevent re-sprouting<br />
by eliminating access to sunlight. Pay particular attention to<br />
the tarp edges and hand-pull any sprouting individuals (Fig.<br />
197). Eventually, root reserves will be depleted and the tarp<br />
can be removed. Applying herbicides as a foliar spray may<br />
kill goutweed but repeated applications are usually required<br />
(Garske & Schimpf, 2005; Kaufman & Kaufman, 2007).<br />
Figure 195: Goutweed flowers 6 .<br />
Figure 197: Goutweed control 1 .
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.12<br />
oriental Bittersweet<br />
(Celastrus orbiculatus)<br />
Other common names:<br />
Asian bittersweet, japanese bittersweet, Asiatic bittersweet,<br />
round-leaved bittersweet<br />
Priority Rating: ModerAte<br />
<strong>identiFicAtion</strong><br />
Oriental bittersweet is native to Japan, China and Korea (Kaufman<br />
& Kaufman, 2007). It is a perennial woody vine. Leaves are round<br />
with toothed margins, ending in an abrupt tip. The leaves have<br />
an alternate arrangement along the stem. Oriental bittersweet<br />
is dioecious with separate male and female plants. Only female<br />
plants produce the distinctive berry-like fruits with 3 seed<br />
compartments (Fig. 198). These compartments are encased in a<br />
yellow capsule that opens as the fruit ripens (Swearingen, 2006).<br />
The exotic and the native bittersweet are often mistaken for one<br />
another, which makes control difficult. The leaves of American<br />
bittersweet (Celastrus scandens) are not as circular and the tips are<br />
not as abruptly pointed as in Oriental bittersweet leaves (Fig. 199).<br />
Figure 198: Oriental bittersweet fruits 6<br />
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environMentAl &<br />
ecoloGicAl iMPActs<br />
As a vine, Oriental bittersweet can girdle trees and smother<br />
understory vegetation (Fig. 200). It can establish in a forest<br />
understory and remain relatively unobtrusive until a canopy<br />
gap appears. As light penetrates through the canopy, Oriental<br />
bittersweet will quickly grow and climb over native species<br />
to compete for available light (Greenberg et al. 2001). Oriental<br />
bittersweet competes with native American bittersweet for space<br />
and nutrients. As a result, American bittersweet is declining<br />
(Steward et al. 2003). Hybridization between the two species is<br />
also becoming a problem, as valuable genes may be lost. It is very<br />
important to ensure that American bittersweet is not damaged<br />
during management activities (Swearingen, 2006).<br />
control<br />
Hand-pulling is only practical in areas with a few scattered<br />
individuals. The entire plant, including the roots, should be<br />
removed to prevent re-sprouting. For large vines that have<br />
become tangled around valuable trees it is best to make two cuts<br />
in the stems so that the portion within reach is severed. The root<br />
system can either be removed to prevent re-sprouting or regular<br />
cuttings can be made throughout the season to exhaust the root<br />
reserves (Kaufman & Kaufman, 2007). A combination of manual<br />
and chemical control is recommended for large invasions. A<br />
licenced exterminator using the basal bark or cut-stem methods<br />
can apply herbicides. Repeated applications may be required to<br />
kill the vines. Monitor the area and cut any re-sprouts or perform<br />
a second herbicide treatment (Swearingen, 2006).<br />
Figure 199: Comparing the leaves of American bittersweet<br />
15 (left) to those of Oriental bittersweet 15 (right).<br />
Figure 200: Oriental bittersweet girdling a tree 6<br />
(left) and smothering native vegetation 35 (right).
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.13<br />
exotic Bush honeysuckle<br />
(Lonicera spp.)<br />
Other common names:<br />
Amur honeysuckle, Morrow’s honeysuckle, tartarian honeysuckle, and<br />
Bell’s honeysuckle<br />
<strong>identiFicAtion</strong><br />
There are several invasive honeysuckles that can negatively<br />
impact a hardwood stand. They include amur honeysuckle<br />
(Lonicera maackii), morrow’s honeysuckle (L. morrowii),<br />
tartarian honeysuckle (L. tatarica), and bell’s honeysuckle (L.<br />
x bella). <strong>Invasive</strong> honeysuckles were introduced from China<br />
and Korea. All are shrubs with simple, opposite leaves and<br />
showy flowers (Fig. 201). These flowers are white or pink in the<br />
spring but slowly fade to yellow later in the season (Fig. 202).<br />
An abundance of bright red berries are produced in the fall<br />
(Kaufman & Kaufman, 2007) (Fig. 203).<br />
Figure 201: Exotic bush honeysuckle leaves 1 .<br />
Priority Rating: ModerAte<br />
Figure 202: Exotic bush honeysuckle flowers 1<br />
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Figure 203: Exotic bush<br />
honeysuckle berries 1<br />
environMentAl &<br />
ecoloGicAl iMPActs<br />
Exotic bush honeysuckles produce leaves earlier than most<br />
native species in the spring. Early spring ephemerals evolved<br />
as a means of acquiring light before canopy closure. However,<br />
bush honeysuckles can out-compete these understory species<br />
by towering over them with even earlier emerging leaves. An<br />
aggressive growth rate and ability to form a dense shrub layer<br />
can exclude native understory species and affect hardwood<br />
regeneration (Kaufman & Kaufman, 2007) (Fig. 204). The bright<br />
red fruits are very attractive to birds, which leads to the avian<br />
dispersal of seeds. However, these fruits are nutrient-poor,<br />
which may have negative effects on migrating birds (Williams,<br />
2005). Nest predation rates may also be higher for songbirds<br />
nesting in invasive bush honeysuckles. A study by Schmidt and<br />
Whelan (1999) found that American robin nests experienced<br />
greater rates of predation due to being less protected in invasive<br />
bush honeysuckles than in native shrubs such as hawthorns.<br />
control<br />
Hand-pulling is only practical for small seedlings or saplings. For<br />
larger shrubs, mechanical levers such as root wrenches are needed to<br />
pry up the root system. Shrubs can be left onsite as long as their roots<br />
are exposed and do not touch the soil. This will allow the roots to<br />
dry out and eliminates any chance of re-sprouting. Shrubs may also<br />
be cut and the roots dug out with a shovel. This can be very labour<br />
intensive and causes a large degree of soil disturbance. Clipping<br />
re-sprouts may eventually exhaust the root reserves. However, this<br />
approach requires constant vigilance and is only practical when<br />
dealing with a few individuals. <strong>Invasive</strong> bush honeysuckles can<br />
be controlled using herbicides. A licenced exterminator can apply<br />
the chemicals using the basal bark or cut-stump method (Williams,<br />
2005).<br />
Figure 204: Exotic bush honeysuckle in a forest understory 12
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.1.14<br />
kudzu<br />
(Pueraria montana var. lobata)<br />
Other common names:<br />
japanese arrowroot, nepalem<br />
Priority Rating: ModerAte<br />
<strong>identiFicAtion</strong><br />
Kudzu is a perennial vine with a semi-woody stem. The leaves are<br />
compound with 3 lobed leaflets that may also be entire (Fig. 205).<br />
The leaves have hairy margins and are arranged alternately along<br />
the stem. The flowers are pink to purple and grow in long clusters<br />
(Fig. 206). The seeds are encased in flat, hairy seedpods. Kudzu was<br />
introduced from Japan (Kaufman & Kaufman, 2007).<br />
Figure 205: Comparing lobed 36 (left) and entire kudzu leaflets 12 (right).<br />
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Figure 206: The flowers 37 (left) and seedpods 36 (right) of kudzu.<br />
environMentAl &<br />
ecoloGicAl iMPActs<br />
Kudzu grows in large mats, using other plants as supporting<br />
structures. The dense foliage often kills native vegetation by<br />
reducing light levels. The vining growth strategy girdles trunks<br />
and stems and the rapid and prolific growth rate creates large<br />
amounts of biomass that can crush supporting plants and uproot<br />
trees. Kudzu grows along forest edges but once established<br />
might spread into the forest interior as it destroys native edge<br />
species (Bergmann & Swearingen, 2005) (Fig. 207).<br />
Figure 207: Kudzu invading a forest edge 38 .
5.0 INVASIVE SPECIES ACCOUNTS<br />
control<br />
Kudzu has an extensive and robust root system. Taproots<br />
can grow very large and weigh hundreds of pounds. The key<br />
to controlling an invasion of kudzu is to destroy the taproot<br />
through the exhaustion of nutrient reserves or through<br />
herbicide application (Kaufman & Kaufman, 2007). Large<br />
invasions should be cut and removed. However, since it is often<br />
impractical to remove the large taproots, repeated cutting is<br />
recommended. After this, close monitoring is required so that<br />
any new growth is immediately cut to prevent photosynthesis<br />
and prompt the roots to utilize energy to create new sprouts<br />
(Bergmann & Swearingen, 2005).<br />
Herbicide application is another method of controlling kudzu<br />
invasions. Herbicides are best applied using the cut-stump<br />
method. Since kudzu stands are usually dense the stems<br />
must be cut so that the herbicide can reach the interior of the<br />
stand. Herbicides should be applied by a licenced exterminator<br />
immediately after the stems have been cut. Monitor the area<br />
and clip any re-sprouts or perform a second application of<br />
herbicides as required (Bergmann & Swearingen, 2005).<br />
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5.2<br />
exotic insects & disease<br />
5.2.1 Emerald Ash Borer (Agrilus planipennis) HIGH<br />
5.2.2 Asian Long-horned Beetle (Anoplophora glabripennis) HIGH<br />
5.2.3 Chestnut Blight (Cryphonectria parasitica) HIGH<br />
5.2.4 Beech Bark Disease (Cryptococcus fagisuga & Neonectria spp.) HIGH<br />
5.2.5 Gypsy Moth (Lymantria dispar) HIGH<br />
5.2.6 Dutch Elm Disease (Ophiostoma spp.) HIGH<br />
5.2.7 Elm Bark Beetles (Scolytus multistriatus & S. schevyrewi) HIGH<br />
5.2.8 Butternut Canker (Ophiognomonia clavigignenti-juglandacearum) HIGH<br />
5.2.9 Dogwood Anthracnose (Discula destructiva) MODERATE<br />
5.2.10 Thousand Cankers Disease (Geosmithia morbida) MODERATE<br />
5.2.11 Pear Thrips (Taeniothrips inconsequens) MODERATE
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.1<br />
emerald Ash Borer<br />
(Agrilus planipennis)<br />
Other common names:<br />
eAB<br />
Priority Rating: hiGh<br />
Figure 208: Emerald ash borer 39 .<br />
5.2<br />
181<br />
[ ]
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orGAnisM<br />
<strong>identiFicAtion</strong><br />
As an adult insect, the emerald ash borer (EAB) has a long,<br />
narrow body that ranges in length from 0.75 to 1.5cm. They are<br />
shiny with emerald green and metallic copper coloured hues<br />
(Fig. 209). Their black or copper eyes appear very large on their<br />
heads. The top of the abdomen is a bright metallic red colour<br />
that can be seen when the beetle is flying (Lyons et al. 2007)<br />
(Fig. 210).<br />
Figure 209: Adult emerald ash borer 39 . Figure 210: Characteristic metallic red abdomen of<br />
the emerald ash borer 39 .<br />
host trees<br />
The only species directly affected by EAB belong to the ash genus<br />
(Fraxinus spp.) (Kimoto & Duthie-Holt, 2006) and even exotic<br />
ash trees are vulnerable to EAB (Lyons et al. 2007). Emerald ash<br />
borer insects are primarily attracted to<br />
stressed ash trees, however, in heavy<br />
infestations even healthy individuals are<br />
attacked (Poland & McCullough, 2006).<br />
Ash trees are characterized by their<br />
oppositely arranged, pinnately divided<br />
compound leaves consisting of 5 to 11<br />
leaflets (Farrar, 1995)(Fig. 211). There<br />
are 16 species of ash in North America<br />
with 5 found in Ontario. The blue ash<br />
(F. quadrangulata) and pumpkin ash<br />
(F. profunda) are relatively rare, found<br />
mainly in southwestern areas of Ontario.<br />
Black ash (F. nigra) is common throughout<br />
Ontario, found mostly in wet, swampy<br />
areas. White ash (F. americana) and red<br />
ash (F. pennsylvanica) are common and<br />
economically valuable lumber species in<br />
Ontario (Kershaw, 2001).<br />
Figure 211: Compound leaf of black ash<br />
(Fraxinus nigra) 8 .
exit holes<br />
5.2.1 EMERALD ASH BORER (Agrilus planipennis)<br />
siGns & syMPtoMs<br />
The emerald ash borer is host specific to<br />
species of the genus Fraxinus; all ash trees<br />
in North America are susceptible. After<br />
larval development is complete, adult<br />
beetles emerge from their host tree creating<br />
D-shaped exit holes (Fig. 212). These holes<br />
are approximately 3.5mm wide and 4mm<br />
long. Exit holes can be found on the trunk<br />
and branches of ash trees (Kimoto & Duthie-<br />
Holt, 2006).<br />
FeedinG GAlleries & BArk dAMAGe<br />
Larvae feeding on the inner sapwood create long curving<br />
tunnels called feeding galleries (Fig. 213). These S-shaped<br />
feeding galleries can cause vertical cracks on the trunk (Fig.<br />
214). Galleries are generally 6mm wide and vary from 9 to 16cm<br />
long. On occasion, up to 30cm long galleries have been observed<br />
(Kimoto & Duthie-Holt, 2006).<br />
Figure 213: Feeding galleries 41 created by emerald<br />
ash borer larvae<br />
Adult FeedinG<br />
Emerald ash borer beetles feed on ash<br />
leaves immediately after emerging from the<br />
tree trunk as adults. Adult feeding creates<br />
notches along the edges of the leaves (Lyons<br />
et al. 2007) (Fig. 215). Several leaf notches<br />
may be seen along the outer margin. Feeding<br />
adults are most active during the day. They<br />
may be found seeking shelter under the<br />
leaves or in bark fissures during cold or wet<br />
weather (McCullough et al. 2008).<br />
Figure 212: D-shaped exit hole<br />
created by the emerald ash borer 40 .<br />
Figure 214: Bark damage caused by<br />
emerald ash borer feeding galleries 40 .<br />
Figure 215: Emerald ash borer<br />
feeding on an ash leaf 42 .<br />
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BrAnch die-BAck & ePicorMic shoots<br />
Feeding tunnels created by EAB larvae prevent the transport of<br />
sap in the tree, which usually results in death within 2 years. The<br />
top branches are usually the first to wilt. In response, ash trees<br />
produce new shoots along their lower trunk (Fig. 216), which can<br />
be used to detect EAB infestation (OMNR, 2010b).<br />
Figure 216: Crown dieback and epicormic shoots on an infested ash tree 43 .<br />
siMilAr sPecies, siGns &<br />
syMPtoMs<br />
other Agrilus spp.<br />
Several other beetles belonging to the Agrilus genus are found<br />
in Ontario. Most appear very similar to EAB. Some examples,<br />
including the bronze birch borer (A. anxius) and the metallic<br />
wood-boring beetle (A. cyanescens) are shown in Figure 217.<br />
Although very similar in appearance, these species do not<br />
reproduce on ash trees. The only other species of Agrilus known<br />
to attack ash in Ontario is A. subcinctus; however this species is<br />
much smaller than EAB, has a black body and the abdomen has<br />
a copper shine. Always look for additional signs and symptoms<br />
to help identify potential EAB infestations (GISD, 2006).<br />
Figure 217: Comparing A. anxius 44 (left) and A. cyanescens 44 (right).
Ash yellows<br />
5.2.1 EMERALD ASH BORER (Agrilus planipennis)<br />
The majority of ash species are susceptible to a disease called<br />
ash yellows. This disease is caused by a specialized group of<br />
bacteria (Candidatus Phytoplasma fraxini) that affects the<br />
phloem of the tree (Griffiths et al. 1999). The disease is spread<br />
by leafhoppers. Small sections of the crown will experience<br />
branch dieback as a result of phloem disruption (Fig. 218). In<br />
contrast, EAB infestations can cause branch dieback throughout<br />
the crown, eventually killing the tree (Sinclair & Griffiths, 1994).<br />
Figure 218: Ash showing symptoms of ash yellows disease 45 .<br />
Feeding Galleries & exit holes<br />
Various insect species can create similar tunnels and exit holes<br />
in ash trees that can be confused with those of EAB. Although<br />
the actual insects look nothing like EAB, their damage may<br />
appear similar. One example is the native red-headed ash<br />
borer (Neoclytus acuminatus). This red and yellow insect is<br />
quite distinct and its larvae feed on the sapwood of ash trees,<br />
creating feeding tunnels that can kill the tree. These tunnels<br />
are generally not as meandering as EAB’s S-shaped galleries<br />
(Fig. 219). The exit holes are circular unlike the distinctive<br />
D-shaped exit holes made by EAB (Herms, 2007).<br />
Figure 219: Red-headed ash borer, exit holes 46 and feeding galleries 18 .<br />
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tAxonoMic hierArchy<br />
BioloGy<br />
oriGin & distriBution<br />
Kingdom. Animalia<br />
EAB is a bark beetle native to Asia, where<br />
it can be found in China, Japan, Korea,<br />
..Phylum. Arthropoda<br />
Mongolia, Taiwan and Russia (Haack<br />
....Class. Insecta<br />
et al. 2002). It was first discovered in<br />
North America in 2002 in Michigan,<br />
......Order. Coleoptera<br />
and shortly thereafter in Ontario.<br />
........Family. Buprestidae<br />
However, evidence indicates that it<br />
went unnoticed since the early 1990’s<br />
..........Genus. Agrilus<br />
(Siegert et al. 2007). EAB is very difficult<br />
............<strong>Species</strong>. Agrilus planipennis<br />
to detect, especially at the early stages<br />
of infestation. Any noticeable signs and<br />
symptoms are often attributed to other<br />
environmental stressors such as other insects, pathogens and<br />
weather events (Lyons, 2010). Since its detection in Michigan<br />
and Ontario in 2002, surveys have confirmed its presence in<br />
other states such as Indiana and Ohio (Cartwell, 2007).<br />
liFe cycle<br />
The emerald ash borer has a four-stage life cycle including<br />
egg, larva, pupa and adult (Fig. 220). Adult females deposit<br />
their eggs on the trunk or branches of ash trees during the<br />
summer months. Each individual female can produce 50 to<br />
90 eggs during their 3 to 6 week lifespan. Eggs hatch within<br />
2 weeks and the larvae bore into the sapwood creating S-shaped<br />
feeding galleries. Larvae slowly develop through 4 instars and<br />
stop feeding by November. These pre-pupae overwinter within<br />
the sapwood. Pupation begins in the spring and lasts for about<br />
3 weeks. After pupation, adult beetles create a D-shaped hole<br />
through which they emerge (Kimoto & Duthie-Holt, 2006;<br />
Poland & McCullough, 2006).<br />
Egg Larva<br />
A d u l t P u p a<br />
Figure 220: Life cycle of the emerald ash borer: egg 28 , larva 39 , pupa 39 and adult 43 .
5.2.1 EMERALD ASH BORER (Agrilus planipennis)<br />
iMPActs<br />
EAB is destroying ash populations in Ontario. The larvae<br />
feeding on the inner sapwood of ash trees effectively cut off<br />
the transportation of sap within the tree (Fig. 221). Mortality<br />
usually occurs within 2 to 4 years after EAB establishes in<br />
large mature trees but may only take 1 year for small trees<br />
and saplings. The 5 species of ash in Ontario contribute to<br />
forest biodiversity and are a source of food and habitat for<br />
wildlife (Poland & McCullough, 2006). Ash is also a popular<br />
ornamental tree in urban areas and is an important commercial<br />
lumber and pulp species. Considering that ash mortality due<br />
to EAB is 100%, the environmental, aesthetic and economic<br />
impacts caused by this invasive species represent a major<br />
challenge to Ontario (Cartwell, 2007). As natural regeneration<br />
of ash decreases due to a diminishing seed bank, the natural<br />
regeneration of ash in EAB-infested areas seems unlikely<br />
(Kashian & Witter, 2011).<br />
Figure 221: Larval tunneling damage causing tree mortality 39 .<br />
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vectors & PAthwAys<br />
The emerald ash borer was most likely introduced into North<br />
America through international trade in wood packaging<br />
material. Once in North America, it could easily be spread either<br />
by humans, through the transportation of wood products, or<br />
by flight during the adult life stage. Adult beetles have the<br />
potential to fly up to 7km per day (Taylor et al. 2010) and can<br />
create small colonies in previously uninfested areas, in some<br />
cases far removed from the main advancing front (Liebold &<br />
Tobin, 2008). However, humans are the leading cause of long<br />
distance dispersal, mainly through the movement of firewood<br />
(Petrice & Haack, 2007).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
Promoting a healthy woodlot while increasing forest diversity<br />
will help to deter EAB infestations. Healthy woodlots are often<br />
comprised of a wide range of species of different ages and sizes.<br />
This helps to decrease the number of available hosts, thereby<br />
creating poorer conditions for EAB invasion (OMNR, 2010b).<br />
In Ontario, a quarantine zone has been established by the CFIA,<br />
under the authority of the Plant Protection Act, to help control<br />
the spread of EAB. This quarantine restricts the movement of<br />
ash materials that could be vectors. These items include live or<br />
dead ash trees such as nursery stock, logs, leaves, lumber, wood<br />
and wood chips. In effect, it restricts the movement of any type<br />
of firewood (Poland & McCullough, 2006). This is important as<br />
studies have shown that EAB females will oviposit on ash trees<br />
after they have been cut (Anulewicz et al. 2008) and that EAB<br />
can successfully complete their life cycle on freshly cut material<br />
(Petrice & Haack, 2007). Indeed, preventive measures such as<br />
establishing quarantines do help to slow down the spread of<br />
EAB and other invasive forest pests (CFIA, 2011b).<br />
eArly detection techniques<br />
Visual surveys and monitoring activities are crucial for EAB<br />
detection. When walking through the woodlot it is best to take<br />
a close look at a few individual ash trees. Check for signs and<br />
symptoms of EAB invasion such as exit holes, epicormic shoots,<br />
and weak or dying ash trees. Ensure that monitoring activities<br />
are a regular routine. It is often difficult to detect EAB before<br />
the infestation becomes severe. This is because EAB spends
5.2.1 EMERALD ASH BORER (Agrilus planipennis)<br />
most of its life cycle underneath the bark (Cappaert et al.<br />
2005). Also, when EAB populations are low, the small number<br />
of larvae tunneling in the inner sapwood has little effect on<br />
halting sap transportation (McCullough et al. 2008). Emerald<br />
ash borer establishment on uninfected trees have frequently<br />
been observed to occur in the upper canopy as opposed to<br />
the trunk. This is one more reason why EAB infestations are<br />
difficult to detect (Anulewicz et al. 2007).<br />
Trap trees have been used as a means of detecting whether EAB<br />
is present in a woodlot. A trap tree is girdled with the intent<br />
of eliciting the release of stress related chemical signals that<br />
attract adult EAB (Poland & McCullough, 2010). Several studies<br />
have shown that EAB prefer weakened ash trees. However, they<br />
are equally capable of attacking healthy trees (McCullough et<br />
al. 2006; Poland et al. 2006).<br />
Figure 222: Emerald ash borer trap tree 40 .<br />
Constructed traps made with a sticky surface can also be used<br />
to trap EAB adults. These traps utilize visual and olfactory<br />
cues to attract beetles. Colour is an important visual cue for<br />
EAB. Purple and green are the most attractive colours likely<br />
because they mimic reflections of the trunk and leaves of ash<br />
trees as seen by EAB (Lyons, 2010). Olfactory cues are attractive<br />
to EAB because they mimic the odour of stressed ash trees<br />
(Rodriguez-Saona et al. 2006; de Groot et al. 2008; Crook et al.<br />
2008). Pheromones are also an olfactory cue that can be used as<br />
an attractant on the traps (Lyons, 2010).<br />
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control oPtions<br />
Currently there are two ways of managing EAB infestations,<br />
including the removal of infested trees and the use of systemic<br />
insecticides. Infested trees can be cut down, chipped and burned<br />
(Fig. 223). Chipping and burning ensures that all life stages<br />
including the eggs, larvae, pupae and adults are destroyed.<br />
Trees should be cut down before the adults emerge in late May<br />
and June to prevent natural dispersal (Poland & McCullough,<br />
2010). Although this method can be both destructive and<br />
costly it should be done as early as possible. Infested trees will<br />
eventually die and may need to be removed anyway due to their<br />
potential to become a hazard to people. Moreover, removing<br />
and destroying infested trees helps to prevent further spread.<br />
Considering that EAB populations are already abundant<br />
and since some infested trees may show little or no sign of<br />
infestation, complete eradication is currently unattainable<br />
(Cartwell, 2007).<br />
Figure 223: Removing ash trees infested with emerald ash borer 43 .<br />
There is one systemic insecticide available for purchase in<br />
Canada that can be used in EAB control. TreeAzin was created<br />
by the Canadian Forest Service and BioForest Technologies<br />
Incorporated. This insecticide must be applied by a licenced<br />
exterminator and is only effective for a two-year period.<br />
Injecting ash trees with this insecticide will help to protect<br />
EAB free trees and may save some of those that are lightly<br />
infested (BioForest, 2012). Using TreeAzin for EAB control may<br />
be practical for use in woodlots with a very small percentage<br />
of ash trees or on ornamental trees in urban areas. Conversely,<br />
it can quickly become impractical in areas with large numbers<br />
of ash. The insecticide must be reapplied biannually in areas<br />
where EAB populations persist, which can be costly (Lyons,<br />
2010).
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.2<br />
Asian long-horned Beetle<br />
(Anoplophora glabripennis)<br />
Other common names:<br />
Asian longhorn beetle, AlB, Basicosta white-spotted longicorn beetle,<br />
starry sky beetle<br />
Priority Rating: hiGh<br />
Figure 224: Asian long-horned beetle 49 .<br />
191<br />
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orGAnisM<br />
<strong>identiFicAtion</strong><br />
Adult Asian long-horned beetles are black with a glossy coating<br />
that reflects blue. They range from 2 to 3.5cm long. Adult<br />
females have antennae that are as long as their body whereas<br />
adult males have antennae that are twice their body length<br />
(Fig. 225). These antennae are made up of 11 segments with an<br />
alternating white and black colour. Approximately 20 white or<br />
yellow spots (Fig. 226) are found on each wing cover (Ric et al.<br />
2007).<br />
Figure 225: Comparing a female 50 (left) and a male 50 (right) Asian longhorned<br />
beetle.<br />
host trees<br />
The Asian long-horned beetle only attacks hardwood trees<br />
(i.e., deciduous trees). However, some hardwood species are<br />
more susceptible to the insect than others. They include maple<br />
(Acer sp.), birch (Betula sp.), poplar (Populus sp.), willow (Salix<br />
sp.), elm (Ulmus sp.), horsechestnut (Aesculus sp.), sycamore<br />
(Platanus sp.), mountain-ash (Sorbus sp.) and hackberry (Celtis<br />
sp.). Members of the maple genus seem to be the preferred host<br />
of Asian long-horned beetle in Ontario (Kimoto & Duthie-Holt,<br />
2006; Hu et al. 2009).<br />
siGns & syMPtoMs<br />
oviPosition or eGG Pits<br />
Female Asian long-horned beetles use their mandibles to chew<br />
holes in the bark of hardwood trees. They deposit their eggs in<br />
these cavities (Kimoto & Duthie-Holt, 2006), also called ovipo-<br />
Figure 226: Asian long-horned<br />
beetle with yellow wing spots 50 .
5.2.2 ASIAN LONG-HORNED BEETLE (Anoplophora glabripennis)<br />
sition pits, which have characteristic<br />
mandible marks<br />
(Fig. 227) and range in size<br />
from 1 to 15mm (Ric et al.<br />
2007).<br />
exit holes<br />
Adult beetles create circular<br />
holes as they emerge<br />
after larval development<br />
is complete (Fig. 228). Exit<br />
holes ranging in size from<br />
6 to 12mm can be found<br />
anywhere on the tree trunk,<br />
branches and exposed roots<br />
(Kimoto & Duthie-Holt,<br />
2006).<br />
FeedinG GAlleries<br />
& BArk dAMAGe<br />
Larval feeding can cause<br />
separation between the bark<br />
and sapwood. As a result,<br />
the bark may appear raised,<br />
hollow or cracked (Fig. 229).<br />
After one year, the bark may<br />
begin to fall off the tree,<br />
leaving large exposed areas<br />
with the tunnels or feeding<br />
galleries visible (Ric et al.<br />
2007).<br />
Figure 227: Asian long-horned beetle oviposition pit<br />
with arrows pointing to mandible marks 51 .<br />
Figure 228: An exit hole created by an Asian longhorned<br />
beetle 52 .<br />
Figure 229: Bark damage 40 (left) and exposed feeding galleries 53 (right).<br />
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FrAss or shAvinGs<br />
Tunneling and feeding larvae leave behind<br />
a mixture of sawdust and feces that is<br />
collectively called frass (Fig. 230). Frass<br />
can sometimes be seen protruding from<br />
exit holes or cracks in the bark and can<br />
accumulate at the base of trees or in the<br />
forks of branches (Kimoto & Duthie-Holt,<br />
2006).<br />
Adult FeedinG<br />
Asian long-horned beetles spend two weeks<br />
feeding and mating after they emerge from<br />
trees as adults. They feed on the outer<br />
tissues of branches, twigs and petioles<br />
(Fig. 231), and consume the primary and<br />
secondary veins of leaves (Ric et al. 2007).<br />
BrAnch dieBAck & hArdwood MortAlity<br />
High population densities of Asian long-horned beetle can<br />
weaken and eventually kill hardwood trees. Branch dieback<br />
caused as a result of larval tunneling occurs from the top<br />
branches downward, eventually killing the tree (Fig. 232).<br />
Repeated infestations at lower population densities can produce<br />
similar results (Nowak et al. 2001).<br />
Figure 230: Frass created by the<br />
Asian long-horned beetle 40 .<br />
Figure 231: Damage caused by adult Asian long-horned beetles feeding on branches 54<br />
(left) and leaves 40 (right).
5.2.2 ASIAN LONG-HORNED BEETLE (Anoplophora glabripennis)<br />
Figure 232: Branch dieback 40 (left) and hardwood mortality 40 (right) resulting from Asian long-horned beetle<br />
infestations.<br />
siMilAr sPecies, siGns &<br />
syMPtoMs<br />
whitespotted sawyer (Monochamus scutellatus)<br />
The whitespotted sawyer is native to North America. Females<br />
lay their eggs on conifers as opposed to the hardwood species<br />
that host the Asian long-horned beetle. The wing covers are<br />
black and appear rough in contrast to the blue-black glossy<br />
wing covers of the Asian long-horned beetle (Fig. 233). Female<br />
whitespotted sawyer beetles have white markings on their wing<br />
covers similar to those of Asian long-horned beetles whereas<br />
the males are completely black. The easiest way to differentiate<br />
between the two species is to look for a white or yellow spot<br />
between the top of the wing covers. Asian long-horned beetles<br />
do not have that distinctive spot (OMNR, 2010c).<br />
Figure 233: Comparing the whitespotted sawyer 55 (left) and the Asian<br />
long-horned beetle 56 (right).<br />
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oviposition or egg pits<br />
Other insects, wildlife and people can cause damage to the outer<br />
bark of hardwood species that may appear similar to the pits<br />
created by Asian long-horned beetle. Look for mandible marks<br />
to determine if an Asian long-horned beetle caused the damage.<br />
These marks appear on the outer edges of the oviposition pit,<br />
giving the wound a jagged appearance. Oviposition pits are<br />
very small, ranging in size from 1 to 15mm (Ric et al. 2007).<br />
exit holes<br />
Several species create exit holes similar to those made by adult<br />
Asian long-horned beetles. Remember that Asian long-horned<br />
beetles only infest certain hardwood trees, not conifers. The<br />
gallmaking maple borer (Xylotrechus aceris) and the maple callus<br />
borer (Synanthedon acerni) are two examples of species that<br />
create exit holes similar to those of Asian long-horned beetle<br />
(Fig. 234). Pay attention to the size of the holes. Gallmaking<br />
maple and maple callus borers create exit holes that are less<br />
than 5mm in diameter whereas those made by Asian longhorned<br />
beetles are 6 to 14mm in diameter (Ric et al. 2007).<br />
Figure 234: Comparing the exit holes of the gallmaking maple borer 57<br />
(left), to those of the maple callus borer 57 (centre) and the Asian longhorned<br />
beetle 51 (right).<br />
Feeding Galleries & Bark damage<br />
There is an abundance of other insect species that create<br />
tunnels similar to those made by the Asian long-horned beetle<br />
in hardwoods. It can be extremely difficult to identify the<br />
causative agent of feeding galleries just based on tunneling<br />
patterns. Note the similarities between the tunnels and larvae
(A)<br />
(B)<br />
(C)<br />
5.2.2 ASIAN LONG-HORNED BEETLE (Anoplophora glabripennis)<br />
of Asian long-horned beetle and those of poplar borer (Saperda<br />
calcarata), carpenterworm (Prionoxystus robiniae), and red oak<br />
borer (Enaphalodes rufulus) in Figure 235. Always look for other<br />
signs and symptoms that can help identify the correct species.<br />
For further information, see the training guide to detecting the<br />
signs and symptoms of Asian-long-horned beetle injury written<br />
by Ric et al (2007).<br />
Figure 235: (A) Comparing feeding tunnels made by poplar borer larvae 57<br />
(left) with those made by the Asian long-horned beetle larvae 52 (right);<br />
(B) comparing the feeding galleries created by the carpenterworm 57 (left)<br />
with those made by the Asian long-horned beetle 40 (right); (C) comparing<br />
the feeding galleries created by the red oak borer 58 (left) with those made<br />
by the Asian long-horned beetle 51 (right).<br />
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Frass or shavings<br />
Frass or shavings are created by many insect borers. Frass can<br />
be found at the base of hardwood trees or protruding through<br />
holes and cracks in the bark (Kimoto & Duthie-Holt, 2006).<br />
Figure 236 shows how frass created by tunneling Asian longhorned<br />
beetle larvae can easily be confused with that created<br />
by other insects such as the white oak borer (Goes tigrinus).<br />
Figure 236: Comparing frass of the white oak borer 57 (left) to that of the<br />
Asian long-horned beetle 51 (right).<br />
tAxonoMic hierArchy<br />
BioloGy<br />
oriGin & distriBution<br />
Kingdom. Animalia<br />
The Asian long-horned beetle is<br />
native to Asia. The first docu-<br />
..Phylum. Arthropoda<br />
mented infestations in North<br />
....Class. .Insecta<br />
America occurred in New York<br />
(1996), Chicago (1998), New Jersey<br />
......Order. Coleoptera<br />
(2002 & 2004) and Ontario (2003).<br />
........Family. Cerambycidae<br />
Introduction was likely a result of<br />
having individuals at various life<br />
...........Genus. Anoplophora<br />
stages in solid wood packaging<br />
............<strong>Species</strong>.. Anoplophora glabripennis.<br />
material used in international trade<br />
(Fig. 237). In Ontario, infestations<br />
were located between the cities of<br />
Toronto and Vaughan. The species was detected rapidly upon<br />
introduction and eradication efforts were immediately put into<br />
place. Approximately 17 000 hardwood trees were destroyed in<br />
the first year following detection and, although more infested<br />
trees have since been found and destroyed, the invasion appears<br />
to be under control (OMNR, 2010c).
5.2.2 ASIAN LONG-HORNED BEETLE (Anoplophora glabripennis)<br />
Figure 237: Solid wood packing material is a vector for Asian longhorned<br />
beetle introduction 60 .<br />
liFe cycle<br />
The Asian long-horned beetle has a four-stage life cycle including<br />
egg, larva, pupa and adult (Fig. 238). In Ontario they require 2<br />
to 3 years to complete their life cycle (Ric et al. 2007). Adult<br />
females deposit their eggs under the bark of hardwood trees.<br />
Each female can lay up to 80 eggs during an average adult life<br />
span of approximately 40 days (OMNR, 2010c). After hatching,<br />
larvae feed on the inner sapwood and may take 1 to 2 years to<br />
fully mature. They then enter the pupal stage, usually in June<br />
and July, and adult beetles emerge approximately 20 days later<br />
(Ric et al. 2007).<br />
Egg Larva<br />
A d u l t P u p a<br />
Figure 238: Typical life cycle of the Asian long horned beetle: egg 60 ,<br />
larva 52 , pupa 60 , and adult 49 .<br />
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iMPActs<br />
The Asian long-horned beetle attacks healthy trees. The larvae<br />
feed on the inner sapwood creating a series of tunnels that<br />
effectively block the movement of sap. This can kill the tree<br />
depending on insect population densities and frequency of<br />
establishment. The tunnels created in the wood greatly decrease<br />
timber value (Cartwell, 2007)(Fig. 239). The insect’s preference<br />
for maple trees is a serious threat to maple syrup operations.<br />
In addition, large numbers of dead or decaying hardwood trees<br />
affect the aesthetic value and biological diversity of a forest<br />
(Dodds & Orwig, 2011).<br />
Figure 239: Galleries made by Asian long-horned beetle reduce timber<br />
value 51 .<br />
Until recently, all Asian long-horned beetle infestations<br />
occurred in urban areas. In 2008 a new outbreak was reported<br />
in Worcester, Massachusetts. This outbreak was particularly<br />
concerning because the infestation was encroaching into a<br />
hardwood forest. Dodds & Orwig (2011) used this outbreak to<br />
determine that Asian long-horned beetle can indeed disperse<br />
rapidly. Their findings have caused a great deal of concern.<br />
Asian long-horned beetle has the capability of permanently<br />
altering economically and ecologically important hardwood<br />
forests throughout North America.<br />
vectors & PAthwAys<br />
The Asian long-horned beetle is problematic in parts of its<br />
native range, particularly in northern China. Populations<br />
exploded after a large number of suitable host trees, mainly<br />
in the Populus genus, were planted during a reforestation
5.2.2 ASIAN LONG-HORNED BEETLE (Anoplophora glabripennis)<br />
campaign on old farmlands. It is hypothesized that such rise in<br />
abundance greatly enhanced the probability of introductions<br />
into other countries (Hajek, 2007).<br />
It is the general consensus that the Asian long-horned beetle<br />
arrived in North America in solid wood packing material.<br />
International trade is a common pathway of exotic species<br />
transportation to new countries. Regulations and inspections<br />
are mandatory. However, eggs, larvae and even adult beetles<br />
can be extremely difficult to detect and it is impossible to<br />
inspect every single product crossing the border (Smith et al.<br />
2009). Adult beetles can disperse approximately 1 to 3km over<br />
their lifespan, contributing to the natural spread of established<br />
populations (Bancroft & Smith, 2005).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
The CFIA established a quarantine zone to control the<br />
population of Asian long-horned beetles found in the Greater<br />
Toronto area in 2003. Firewood, live trees, lumber and wood<br />
chips are prohibited from moving out of the regulated area<br />
(CFIA, 2012b). Woodlot owners can help prevent the spread of<br />
Asian long-horned beetles by increasing tree species diversity.<br />
This has helped suppress outbreaks in China (Hu et al. 2009).<br />
It is important to avoid introducing firewood and other wood<br />
products that may harbour eggs, larvae or adult beetles (Smith<br />
et al. 2009).<br />
eArly detection techniques<br />
Early detection of Asian long-horned beetle infestations<br />
requires the regular monitoring of the woodlot by undertaking<br />
visual inspections of the bark and branches of random<br />
hardwood trees. Look for various signs and symptoms to avoid<br />
misidentifications (Turgeon et al. 2010).<br />
control oPtions<br />
The primary method of control and possible eradication of Asian<br />
long-horned beetle is to destroy infested trees and all potentially<br />
infested trees within a given radius (Fig. 240). Removal of all<br />
potential host trees within a 400m radius around the infested<br />
tree appears to have successfully controlled the outbreak in<br />
the Toronto area. The trees were cut and the wood chipped and<br />
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burned to ensure that all eggs and larvae were killed (Cartwell,<br />
2007). Approximately 28 700 trees have been removed to date<br />
from the infested area. The CFIA has offered compensation to<br />
property owners to replace any trees that were lost as a result<br />
of the eradication campaign (CFIA, 2012b).<br />
Figure 240: Removing a tree infested with Asian long-horned beetle 61 .<br />
Since Asian long-horned beetle is established in North America<br />
the risk of re-introduction to a quarantined area is high. Thus,<br />
increased awareness is needed to help detect new infestations<br />
early. The earlier an infestation is detected the easier it is to<br />
eradicate and control. Woodlot owners should become familiar<br />
with the signs and symptoms of an Asian long-horned beetle<br />
infestation. Report any signs of Asian long-horned beetle to the<br />
CFIA and/or OMNR as soon as possible (OMNR, 2010c).
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.3<br />
chestnut Blight<br />
(Cryphonectria parasitica)<br />
Other common names:<br />
chestnut canker, chestnut bark disease<br />
Priority Rating: hiGh<br />
Figure 241: Chestnut blight 41 .<br />
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cAusAl orGAnisM<br />
<strong>identiFicAtion</strong><br />
The fungal pathogen Cryphonectria parasitica is the causal<br />
agent of chestnut blight disease. <strong>Species</strong> belonging to the<br />
genus Cryphonectria are characterized by stromata (i.e., mass<br />
of fungal filaments and host plant tissues) that are partially<br />
submerged under the bark of the host tree (Kazmierczak<br />
et al. 2005). Orange asexual spores, called conidia, have a<br />
convex shape giving them a swollen appearance. Sexual<br />
spores, or ascospores, containing partitions created by a single<br />
septum also characterize species belonging to Cryphonectria<br />
(Gryzenhout et al. 2006). Cryphonectria parasitica produces an<br />
abundance of orange conidia and yellow ascospores that may<br />
at times be seen on the outer bark of the host tree (Fig. 242).<br />
Underneath the bark, the fungus has a fan-like growth form<br />
(Horst, 2008).<br />
Figure 242: Orange fruiting bodies 62 (left) and yellow spores 41 (right) of<br />
the chestnut blight fungus.<br />
host(s)<br />
The two most susceptible host species to the chestnut blight<br />
fungus are the American (Castanea dentata) (Fig. 243) and<br />
European chestnut (C. sativa). This exotic disease has hit the<br />
American chestnut the hardest, whereas in its native range<br />
has only had a minor effect on four species of chestnut. These<br />
include Chinese chestnut (C. mollissima), Henry chinkapin<br />
(C. henryi), Japanese chestnut (C. crenata) and Seguin chestnut<br />
(C. seguinii), which have all developed a level of resistance to
the disease. There is evidence that the fungus can also grow on<br />
other hosts such as oak, maple, sumac and hickory. However, it<br />
causes little to no damage to these hosts (Diller, 1965).<br />
Figure 243: American chestnut leaves 62 (left) and fruit 5 (right)<br />
cAnkers<br />
5.2.3 CHESTNUT BLIGHT (Cryphonectria parasitica)<br />
siGns And syMPtoMs<br />
The infection caused by the chestnut blight fungus promotes<br />
the formation of callus tissue and cankers (Fig. 244). These<br />
cankers cause the bark to split, creating cracks that can vary<br />
in size from several centimeters to upwards of a metre (Agrios,<br />
2005). Cankers may appear orange or yellow due to the presence<br />
of fungal fruiting bodies and spores (CFS, 2011).<br />
Figure 244: Stem cankers on young 63 (left) and old 40 (right)<br />
chestnut trees.<br />
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wiltinG FoliAGe<br />
Wilting foliage is a sign of chestnut blight infection (Fig. 245).<br />
The chestnut blight fungus starts by infecting the bark and outer<br />
sapwood but eventually spreads over the entire circumference<br />
of branches and trunks, compromising the vascular system of<br />
the tree. Water and nutrients can no longer move from the roots<br />
to the leaves, which results in yellowing and wilting foliage<br />
(Anagnostakis, 1982).<br />
Figure 245: Wilting foliage on an American chestnut infected with<br />
chestnut blight 41 .<br />
ePicorMic shoots<br />
Epicormic shoots are often a sign of stress in deciduous<br />
species. As the chestnut blight fungus spreads around the<br />
circumference of the trunk it affects the vascular cambium,<br />
preventing water from reaching the upper branches and leaves.<br />
In response, the tree sends out epicormic shoots underneath<br />
the cankers and dead tissue (Fig. 246) (Anagnostakis, 1987).<br />
Figure 246: Epicormic shoots growing below a chestnut blight-induced<br />
canker 41 .
siMilAr sPecies, siGns &<br />
syMPtoMs<br />
There are several species of parasitic fungi belonging to the<br />
genus Nectria that can cause similar symptoms to those of<br />
chestnut blight. These species of Nectria infect hardwood trees<br />
and create target-like cankers or large areas of callus tissue (Fig.<br />
247). Some Nectria species may infect chestnut trees but these<br />
cankers are rarely fatal (Brandt, 1964). Cankers and cracks may<br />
also form on the trunks and branches of American chestnut<br />
as a result of frost damage or sunscald. This damage usually<br />
occurs as a result of fluctuating temperatures (i.e., as the water<br />
freezes and thaws, exerting pressure on the outer bark) and<br />
callus tissue is produced by the tree in response to the damage<br />
(Swift et al. 2008).<br />
tAxonoMic hierArchy<br />
Kingdom. Fungi<br />
..Division. Ascomycota<br />
....Class. Sordariomycetes<br />
......Order. Diaporthales<br />
........Family. Valsaceae<br />
..........Genus. Cryphonectria<br />
............<strong>Species</strong>. Cryphonectria parasitica<br />
5.2.3 CHESTNUT BLIGHT (Cryphonectria parasitica)<br />
Figure 247: Target-like cankers 41 (left) and excessive callus tissue (right) 41 on native hardwoods resulting<br />
from Nectria infection.<br />
BioloGy<br />
oriGin & distriBution<br />
The chestnut blight fungus was<br />
likely introduced into North America<br />
on nursery stock from Asia. It was<br />
first discovered in New York in<br />
1904 when American chestnut trees<br />
started deteriorating (Diller, 1965).<br />
The disease spread very quickly and<br />
within a period of 50 years it was<br />
present across the entire range of the<br />
American chestnut. It is estimated<br />
that 3.5 billion American chestnut<br />
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trees have been killed by this pathogen (Turchetti & Maresi,<br />
2008). The first reports of the disease in Ontario occurred in<br />
the 1920’s. Today, less than 700 trees have been documented<br />
in the Carolinian zone of southern Ontario, the American<br />
chestnut’s natural range (Fig. 248). The majority of surviving<br />
trees occur in the forest understory as non-reproductive<br />
individuals (Tindall et al, 2004). Chestnut blight has also been<br />
introduced to Europe where it is causing similar devastation on<br />
the European chestnut. However, evidence of natural recovery<br />
from blight symptoms has been observed since the early 1950’s<br />
(Brewer, 1995). For more information on natural recovery see<br />
discussion on hypovirulence in control options.<br />
Figure 248: Natural range of the American chestnut (C. dentata) 64 .<br />
diseAse cycle<br />
The fungal pathogen C. parasitica overwinters within the<br />
sapwood of its host tree. In the spring, ascospores (sexual<br />
spores) and conidia (asexual spores) are released into the<br />
environment (Tattar, 1978). Ascospores are released and<br />
transported to new hosts via wind currents while conidia are<br />
transported with the help of rainwater, animals and insects<br />
(Kazmierczak et al. 2005). Spores are dispersed throughout the<br />
year, with wet weather enhancing dispersal ability (Sinclair &<br />
Lyon, 2005). Spores infect new hosts through wounds in the<br />
bark and, once there, germinate and develop filaments (i.e.,<br />
hyphae) that invade the healthy tissue of the inner bark and<br />
cambium. A structure called a stroma is formed that houses<br />
the fruiting bodies in which spores are formed (Kazmierczak et<br />
al. 2005). Figure 249 demonstrates the disease cycle of chestnut<br />
blight.
5.2.3 CHESTNUT BLIGHT (Cryphonectria parasitica)<br />
Formation.of.fruiting.bodies..<br />
and.spores 41 .<br />
Cankers.are.formed.at.sites..<br />
of.infection 63 ..<br />
.............Spores.transported.by.wind,.rain.or.<br />
.................other.organisms.to.new.hosts 66 .<br />
..............Spores.infect.host.trees.<br />
...........through.wounds.in.the.bark 67 .<br />
Figure 249: Disease cycle of chestnut blight.<br />
iMPActs<br />
The greatest impact resulting from the introduction of chestnut<br />
blight is its devastating effects on the American chestnut.<br />
Both the provincial and federal governments have listed the<br />
American chestnut as an endangered species (Environment<br />
Canada, 2011; OMNR, 2012b). The loss of the vast majority<br />
of large American chestnuts in southern Ontario has had an<br />
impact on forest biodiversity. Prior to the introduction of the<br />
disease, southern Ontario had as many as 2 million American<br />
chestnut trees. Today less than 700 trees have been documented<br />
in Ontario (Tindall et al. 2004). Chestnut blight does not kill<br />
the root system thus allowing the American chestnut to escape<br />
extinction by existing as small saplings in the forest understory<br />
(Fig. 250). However, there is little possibility of these saplings<br />
becoming established because they quickly become infected<br />
with age (Sinclair & Lyon, 2005).<br />
Figure 250: American chestnut surviving in the forest understory 27 .<br />
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vectors & PAthwAys<br />
Spores of the chestnut blight fungus are constantly being<br />
released from infected trees. Ascospores (sexual spores)<br />
are transported long distances via wind currents. Conidia<br />
(asexual spores) are transported shorter distances with the<br />
help of rainwater and animal or insect vectors (Manion, 1991).<br />
The fungus can survive even after the host tree has died. In<br />
fact, it has been observed growing on fallen logs. As such, the<br />
movement of firewood could contribute to the spread of this<br />
devastating disease (Diller, 1965). Other tree species, such as<br />
oaks, maples, sumacs and hickories, may also act as hosts<br />
allowing the fungus to remain viable in the forest even after<br />
the loss of the American chestnut as a primary host. These<br />
genera have varying degrees of susceptibility to the fungus;<br />
only the American chestnut appears to die as a result of the<br />
infection (Tindall et al. 2004).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
Keeping a diverse and healthy woodlot is the best means of<br />
alleviating the effects of chestnut blight. Strong and healthy<br />
chestnut trees have a better chance of resisting infection or<br />
recovering should they become infected (Boland et al. 2000).<br />
Competition from other forest trees, heavy frosts, and the<br />
presence of other insects and pathogens increase the damage<br />
caused by chestnut blight infections (Griffin, 2000). The<br />
American chestnut is shade intolerant and requires high light<br />
levels for optimal growth (Fig. 251). Since healthy trees may<br />
be less susceptible to infection, consider removing any trees<br />
that are directly competing with American chestnut. This will<br />
promote vigorous growth and contribute to the overall health<br />
of the tree (Boland et al. 2000).<br />
Figure 251: A healthy American chestnut leaf 5 .
5.2.3 CHESTNUT BLIGHT (Cryphonectria parasitica)<br />
It is good practice to limit the movement of firewood that may<br />
act as a vector for spreading the disease. Be especially careful<br />
during woodlot management activities not to damage or wound<br />
trees as chestnut blight spreads through airborne or organismtransported<br />
spores that can infect healthy trees through<br />
wounds in the bark (Boland et al. 2000).<br />
eArly detection techniques<br />
It is important to know if American chestnut is present in your<br />
woodlot. Woodlot surveys are encouraged to identify the species<br />
composition of the forest. If American chestnut is present, it is<br />
recommended that these individuals are monitored for signs of<br />
chestnut blight infection. Becoming familiar with the American<br />
chestnut trees in your woodlot will help you to recognize any<br />
new signs or symptoms of infection (Boland et al. 2000). Pay<br />
particular attention to the small branches. Infection usually<br />
occurs in smaller branches before it spreads to larger, more<br />
prominent ones. Wilting foliage and branch dieback is another<br />
symptom to be on the lookout for (Sinclair & Lyon, 2005).<br />
control oPtions<br />
There are several ways in which the chestnut blight<br />
epidemic is currently being handled in Ontario, including<br />
the implementation of forest management practices, the<br />
incorporation of hypovirulence, and the development of blightresistant<br />
genotypes.<br />
American chestnut has not been completely eliminated from<br />
North America’s forests because the rootstocks are not affected<br />
by the disease. Once infected, the aboveground portion of<br />
the tree will die off leaving an uninfected rootstock that will<br />
periodically send up new shoots. However, these emerging<br />
shoots are not immune to the disease and usually become<br />
blighted with age. Rootstocks may eventually succumb to the<br />
continuous pressure of diseased stems (Turchetti & Maresi,<br />
2008). Thus, it is important to keep these understory saplings<br />
healthy by alleviating environmental stresses and promoting<br />
blight resistance through proper forest management (Sisco,<br />
2012).<br />
American chestnut is a shade intolerant species that benefits<br />
from thinning practices. Harvesting a small portion of the<br />
trees in the woodlot to create openings in the canopy and<br />
discourage competition among desirable species will allow<br />
the American chestnut to establish. Cultural practices such<br />
as removing infected twigs and branches are recommended<br />
to lower the fungal population in the area. These infected<br />
branches should be promptly bagged and incinerated (Boland<br />
et al. 2000). Remember that American chestnut is considered<br />
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an endangered species protected by the Endangered <strong>Species</strong><br />
Act, 2007. Consult a species-at-risk biologist from the OMNR<br />
before removing an American chestnut tree.<br />
In the early 1950’s, European chestnuts in Italy were observed<br />
to be healing from the chestnut blight symptoms (Brewer, 1995).<br />
The chestnut blight fungus contained a virus that made the<br />
blight pathogen less virulent to their hosts. This type of natural<br />
recovery has been termed hypovirulence (Barakat et al. 2009).<br />
American chestnut trees with hypovirulence exhibit superficial<br />
cankers that affect the outer bark while leaving the vascular<br />
cambium intact. This ultimately allows them to survive an<br />
otherwise deadly disease (Brewer, 1995). Hypovirulence has<br />
since been documented to occur in American chestnuts in<br />
several locations in North America (Griffin et al, 1983; Brewer,<br />
1995) including Ontario, Canada (Melzer & Boland, 1999; Tindal<br />
et al. 2004). <strong>Research</strong>ers have been attempting to introduce<br />
the hypovirulent strains throughout the American chestnut’s<br />
range, however with limited success. Natural dispersal of the<br />
hypovirulent strains is almost non-existent. This may be due<br />
to reduced spore production as well as the inability for certain<br />
virulent strains to fuse successfully with the hypovirulent<br />
strains (Manion, 1991; Griffin, 2000).<br />
<strong>Research</strong> on genetic engineering and the creation of transgenic<br />
trees (i.e., American chestnut containing blight-resistant genes<br />
from Chinese chestnut) is currently underway. These potentially<br />
blight-resistant genes may help the American chestnut gain<br />
resistance. However, introducing transgenic trees to the forest<br />
ecosystem is a matter of debate (Hirsch, 2012).<br />
Another method currently being investigated is interspecific<br />
hybridization. Creating blight-resistant Chinese/American<br />
chestnut hybrids using a method of backcross breeding is<br />
currently underway in Canada by the Canadian Chestnut<br />
Council (www.canadianchestnutcouncil.org) and in the<br />
United States by the American Chestnut Foundation (www.acf.<br />
org). The goal of backcross breeding is to create blight-resistant<br />
trees that are morphologically similar to the American chestnut.<br />
Hybrids of Chinese and American chestnut are bred over three<br />
generations with pure American chestnuts. This breeding<br />
method creates trees that will appear in every aspect similar to<br />
American chestnut with the added benefit of blight resistance<br />
(Diskin et al. 2006). It is expected that the small percentage of<br />
exotic genes will provide the same level of natural resistance<br />
as that observed in chestnut species that co-evolved with C.<br />
parasitica (Griffin, 2000). Field trials are currently underway to<br />
test the level of blight-resistance in natural forest ecosystems<br />
(Smith, 2012).
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.4<br />
Beech Bark disease complex<br />
(Cryptococcus fagisuga & Neonectria spp.)<br />
Other common names:<br />
BBd, Beech bark canker, neonectria canker<br />
Priority Rating: hiGh<br />
Figure 252: Beach bark disease 62 .<br />
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cAusAl orGAnisMs<br />
<strong>identiFicAtion</strong><br />
Beech bark disease is caused by the combined effects of an insect<br />
and a pathogen. The beech scale insect (Cryptococcus fagisuga)<br />
is very small, only reaching lengths of approximately 1mm (Fig.<br />
253). These tiny insects feed and lay their eggs on American<br />
beech (Fagus grandifolia) and European beech (F. sylvatica). The<br />
larvae form a protective white, waxy coating that hides them<br />
from view (Fig. 254). In heavy infestations this substance can<br />
cover large portions of the trunk (Wainhouse, 1980). Feeding<br />
by the scale insect kills cells in the outer bark tissues creating<br />
wounds in which pathogen infection can occur (Ehrlich, 1934).<br />
Figure 253: Beech scale (Cryptococcus fagisuga) 41 .<br />
The primary fungal pathogen<br />
associated with beech bark<br />
disease is the invasive<br />
Neonectria faginata. A native<br />
fungus, N. ditissima, can<br />
also infect beech after scale<br />
colonization, however severe<br />
infections are rare in Ontario<br />
(McLaughlin & Greifenhagen,<br />
2012). Both species form<br />
red fruiting bodies, called<br />
perithecia, which can be seen<br />
on the outer bark (Fig. 255).<br />
Spores are released from the<br />
perithecia and transported to<br />
new hosts via wind and rain<br />
(Houston & O’Brien, 1983).<br />
Figure 254: White larval secretions created by beech<br />
scale 68 .<br />
Figure 255: Fruiting bodies of Neonectria species 69 .
5.2.4 BEECH BARK DISEASE (Cryptococcus fagisuga & Neonectria spp.)<br />
host(s)<br />
Two species of beech are primarily affected by beech bark<br />
disease in Ontario: American beech (Fagus grandifolia), which<br />
is native to North America and European beech (F. sylvatica).<br />
American beech is shade tolerant and typically occurs in climax<br />
forests. Conversely, European beech is commonly planted as<br />
an ornamental in Ontario. The leaves of American beech have<br />
9-14 vein pairs whereas European beech has 5-9 vein pairs (Fig.<br />
256). The teeth on the margins of American beech are more<br />
prominent than those of European beech (Farrar, 1995).<br />
Figure 256: Comparing the leaves of American beech 1 (left) to those of European beech 15 (right).<br />
white, wAxy wool<br />
siGns & syMPtoMs<br />
The first sign of beech bark disease is the occurrence of beech<br />
scale, whose larvae secrete a white wool-like substance (Fig.<br />
257). As insect populations increase the tree becomes covered<br />
with white larval secretions and in large infestations the main<br />
stem can appear almost entirely white (Wainhouse, 1980) (Fig.<br />
258).<br />
Figure 257: Scale insect producing a white, waxy<br />
wool 31 .<br />
Figure 258: American beech covered in larval<br />
secretions from beech scale 41 .<br />
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necrotic sPots<br />
Infection by Neonectria fungi causes necrosis of the bark and<br />
inner sapwood, which may produce a reddish-brown sap (Fig.<br />
259). As the bark continues to decay and the infection spreads,<br />
beech scale populations decrease. The fungus eventually<br />
destroys the bark, cambium and outer sapwood, leaving trees<br />
vulnerable to other insects and diseases (Sinclair & Lyon, 2005).<br />
Figure 259: Necrotic spots on American beech 41 .<br />
cAnkers & cAllus tissue<br />
Cankers form on the main stem and branches as a result of<br />
beech bark disease (Fig. 260). A natural defense of the tree is<br />
to create callus tissue. However, after 2 to 3 years of infection,<br />
large pieces of bark begin to fall off, revealing areas of extensive<br />
decay (Sinclair & Lyon, 2005)<br />
Figure 260: Cankers and callous tissue resulting from beech bark disease 71 .
5.2.4 BEECH BARK DISEASE (Cryptococcus fagisuga & Neonectria spp.)<br />
siMilAr sPecies, siGns &<br />
syMPtoMs<br />
Phytophthora bleeding cankers<br />
Several species of fungal pathogens in the Phytophthora genus<br />
can create cankers similar to those caused in response to<br />
beech bark disease. These cankers produce a reddish-brown<br />
substance giving the appearance that the trunk is bleeding.<br />
These cankers may at times appear similar to the necrotic<br />
spots caused by beech bark disease (Fig. 261). Look for the<br />
white, wooly signs of the beech scale to help determine whether<br />
the necrotic spots are indeed a result of beech bark disease.<br />
Some Phytophthora bleeding cankers will cause tree mortality.<br />
Consult a professional arborist or forester should these types<br />
of canker appear (Pijut, 2006).<br />
Figure 261: Comparing Phytophthora bleeding cankers 33 (top) and<br />
necrotic spots resulting from beech bark disease 41 (bottom).<br />
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tAxonoMic hierArchy<br />
Beech.Scale.Insect.<br />
Kingdom. Animalia<br />
..Phylum. Arthropoda<br />
....Class. Insecta<br />
......Order. Hemiptera<br />
........Family. Eriococcidae<br />
..........Genus. Cryptococcus<br />
............<strong>Species</strong>. Cryptococcus fagisuga.<br />
Neonectria fungi.<br />
BioloGy<br />
Kingdom. Fungi<br />
..Phylum. Ascomycota<br />
....Class. Sordariomycetes<br />
......Order. Hypercreales<br />
........Family. Nectriaceae<br />
..........Genus. Neonectria<br />
............<strong>Species</strong>. Neonectria ditissima.<br />
oriGin & distriBution<br />
Kingdom. Fungi<br />
..Phylum. Ascomycota<br />
....Class. Sordariomycetes<br />
......Order. Hypercreales<br />
........Family. Nectriaceae<br />
..........Genus. Neonectria<br />
............<strong>Species</strong>. Neonectria faginata<br />
Beech scale was introduced to North America in the 1890’s. It<br />
was first observed in Nova Scotia and is thought to have arrived<br />
on ornamental stock of European beech (Houston & O’Brien,<br />
1983). In 1981, the first evidence of the beech scale in Ontario<br />
was found in Newmarket as a result of an investigation into the<br />
decline of beech trees in the area (Bisessar et al. 1985). However,<br />
it was not until 1999 that the beech bark disease complex was<br />
officially confirmed in Ontario. Today, beech bark disease is<br />
present across the majority of the native range of American<br />
beech (McLaughlin & Greifenhagen, 2012) (Fig. 262)<br />
diseAse cycle<br />
In the summer months, adult scale insects lay their eggs on<br />
the outer bark of beech trees. Upon hatching the nymphs can<br />
disperse to new hosts via wind and animal vectors (McLaughlin<br />
& Greifenhagen, 2012). In the late summer and fall, the nymphs<br />
attach to the outer bark and start producing a protective woolly<br />
coating. These immobile nymphs hibernate over the winter and<br />
moult into adults in the spring (Shigo, 1972). While feeding, the<br />
beech scale insects create wounds in the host tissue, increasing<br />
the tree’s susceptibility to pathogen infection. Fungal spores of<br />
Neonectria species are carried by wind or water from infected<br />
trees to new hosts where they can easily establish and germinate<br />
within tiny wounds in the bark (McLaughlin & Greifenhagen,<br />
2012).
5.2.4 BEECH BARK DISEASE (Cryptococcus fagisuga & Neonectria spp.)<br />
Figure 262: Natural range of American beech (Fagus grandifolia) 64 .<br />
Beech bark disease has three stages (Fig. 263). The first stage is<br />
called the advancing front. This is when scale insects become<br />
established in a forest stand and begin to reproduce on the outer<br />
bark of beech trees. The next stage or killing front is when the<br />
Neonectria species infect the tree, resulting in high levels of<br />
mortality. The aftermath forest consists of a few scattered large<br />
beech trees and many infected young saplings (Shigo, 1972).<br />
Advancing front:.Invasion.by.<br />
beech.scale 68. (top).<br />
Killing front:.Disease.complex.<br />
causes.tree.mortality 41 (top.right).<br />
Aftermath forest:.Few.<br />
surviving.large.beech.trees,<br />
forest.characterized.by.small<br />
saplings 41. (bottom.right)..<br />
Figure 263: Stages of beech bark disease.<br />
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iMPActs<br />
American beech is an important food source for wildlife. It<br />
produces a large nut crop every 2 to 8 years and provides habitat<br />
for birds and mammals (Tubbs & Houston, 1990). By causing<br />
high levels of beech mortality beech bark disease results in the<br />
sudden loss of an abundant and important resource in forest<br />
food webs (Storer et al. 2005). Beech bark disease may also alter<br />
the species composition of the forest through indirect effects<br />
that inhibit the regeneration of native hardwood species. As<br />
large beech trees succumb to the disease they send up multiple<br />
saplings that can quickly form dense patches of beech saplings<br />
that compete with other regenerating species (Nyland et al.<br />
2006).<br />
American beech wood is used to make flooring and furniture.<br />
Therefore, compared to others, woodlots with a high percentage<br />
of beech trees may be at an increased risk of economical losses as<br />
a result of beech bark disease (Farrar, 1995). Beech bark disease<br />
often girdles the tree and causes structural weakening up to<br />
the point of collapse (Fig. 264). The tops of large beech trees<br />
have been observed to break off the main stem, an occurrence<br />
known as “beech snap”. It can be a hazard to humans, especially<br />
in recreational areas (Heyd, 2005).<br />
Figure 264: Tree mortality caused by beech bark disease 41 .<br />
vectors & PAthwAys<br />
The beech scale insect is the first stage of the disease complex.<br />
These tiny insects can disperse during what is called a crawler<br />
stage. At this stage the insects have some mobility and are<br />
largely aided by wind currents. Scale insects have been observed
5.2.4 BEECH BARK DISEASE (Cryptococcus fagisuga & Neonectria spp.)<br />
to disperse up to 10m to a new host tree (Wainhouse, 1980).<br />
Humans are also thought to play a major role in the dispersal<br />
of scale insects by moving ornamental stock and firewood<br />
(McLaughlin & Greifenhagen, 2012). Neonectria spores are<br />
vectored through wind currents and water to new host trees<br />
where infection occurs at wound sites created by the feeding of<br />
scale insects (Shigo, 1972).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
Consider implementing preventative silvicultural techniques<br />
in uninfested woodlots by increasing tree species diversity.<br />
This can be accomplished through selective thinning practices<br />
(McCullough et al. 2005). American beech is a desirable species<br />
that contributes to diversity and is an important source of<br />
food and habitat for wildlife (Storer et al. 2005). As such, the<br />
complete removal of beech trees is not recommended. Choose<br />
to retain large healthy beech trees with smooth bark while<br />
harvesting those with signs of decay or injury, which are more<br />
likely to be infected (McCullough et al. 2005). Moving firewood<br />
increases the risk of introducing beech bark disease into new<br />
areas (Jacobi et al. 2011), especially from mid-summer to late<br />
fall when the scale insects are relatively mobile (Heyd, 2005).<br />
eArly detection techniques<br />
Early detection requires regular monitoring and surveying the<br />
woodlot for signs of beech bark disease. The first signs of the<br />
advancing front are the characteristic white wooly substance<br />
produced by the beech scale insect (Shigo, 1972). Look for beech<br />
trees with rough bark as the scale insects seem to prefer the<br />
rougher texture, which may provide greater protection from<br />
enemies or the weather. Look at larger older trees; these seem<br />
to be the first to be colonized by scale insects (Koch & Carey,<br />
2005). If the beech scale is present, the next sign to look for is<br />
the formation of necrotic spots and cankers. As the Neonectria<br />
fungus begins to destroy the tree scale insects die and the<br />
white wooly cover turns black. This is a sign that the killing<br />
front is advancing (Shigo, 1972).<br />
control oPtions<br />
Prevention strategies are available to help protect a forest<br />
from beech bark disease. However, there is no absolute way of<br />
ensuring that a woodlot will remain disease free. When faced<br />
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with the advancing front of beech bark disease there are several<br />
ways in which to alleviate damage. Conduct a survey of the<br />
woodlot to identify the extent of beech scale infestation. High<br />
value trees may be washed off with water in an attempt to save<br />
the tree from fungal infection. However, this is only practical for<br />
a small number of trees as regular washings will be needed to<br />
prevent re-colonization (McCullough et al. 2005).<br />
Identify potentially resistant trees that either have a very small<br />
amount of beech scale or none. These trees’ genotypes should<br />
be protected since resistance is extremely rare. Approximately<br />
1% of all the beech trees in North America are thought to be<br />
resistant to beech bark disease, thus it is important to keep<br />
resistant genes in the gene pool (McLaughlin & Greifenhagen,<br />
2012). <strong>Research</strong> is underway to increase the number of diseaseresistant<br />
trees in natural areas. However, breeding for resistance<br />
has proven difficult because beech does not reach a reproductive<br />
age for approximately 40 years, at which time they are nearly 120<br />
feet tall. Despite these challenges, recent studies have shown<br />
that disease resistance is heritable (Koch & Carey, 2004) and that<br />
a high number of seedlings derived from resistant parents will<br />
also show signs of resistance (Koch et al. 2010).<br />
Consider harvesting or thinning<br />
the woodlot to salvage<br />
heavily infected trees. Diseased<br />
saplings may undergo<br />
vigorous growth in response<br />
to higher light levels resulting<br />
from thinning practices.<br />
However, these saplings may<br />
compartmentalize cankers<br />
and grow with trunk defects<br />
that greatly decrease their<br />
timber value (Fig. 265). Removing<br />
these deformed saplings<br />
will provide room for other<br />
species to grow and contribute<br />
to the overall diversity of<br />
the woodlot (McCullough et al.<br />
2005). Beech also has the ability<br />
to multiply via vegetative<br />
reproduction. Numerous saplings<br />
may emerge from underground<br />
roots associated with<br />
infected trees. These saplings<br />
should be removed as they<br />
will eventually become infected<br />
and create competition<br />
for other understory species<br />
(Smallidge & Nyland, 2009).<br />
Figure 265: American beech growing<br />
with deformities 66 .
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.5<br />
Gypsy Moth<br />
(Lymantria dispar)<br />
Other common names:<br />
european gypsy moth, Asian gypsy moth<br />
Priority Rating: hiGh<br />
Figure 266: Gypsy moth larva 72 .<br />
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orGAnisM<br />
<strong>identiFicAtion</strong><br />
Gypsy moths range from 2.5 to 3cm in length. Males have light<br />
brown wings with darker coloured markings. Females are much<br />
lighter in colour. They have creamy white wings with markings<br />
that can be either distinctive or faint (Fig. 267). Males have large<br />
grayish-brown feathery antennae (Benoit & Lachance, 1990)<br />
(Fig. 268). There are two exotic strains of gypsy moth present<br />
in North America, one from Europe and one from Asia. Only the<br />
European strain has been documented in Ontario. All females<br />
of the European strain are flightless (Nealis & Erb, 1993).<br />
Figure 267: Comparing female (left) and male (right)<br />
gypsy moths 34 .<br />
Figure 268: Male gypsy moth with characteristic<br />
feather-like antennae 68 .<br />
Gypsy moth caterpillars go through several developmental<br />
stages (Fig. 269). During the 1 st stage, called 1 st instar, the<br />
caterpillar appears reddish-brown and is covered in fine black<br />
hairs. During the 2 nd and 3 rd instars the body turns to a mottled<br />
black and yellow colour. Orange and gray spots appear along<br />
the back. The later instars have a central stripe showcasing<br />
5 rows of blue spots and 6 rows of red spots. Prominent tufts<br />
of hair cover the body (McManus et al. 1989).<br />
Figure 269: Changes in appearance from early 74 (left) to later 75 (right) instar development of<br />
gypsy moth larvae.
host trees<br />
The European strain of gypsy moth present in Ontario has a<br />
wide host-range, which includes over 300 species of hardwood<br />
trees. However, the most commonly preferred trees are oak<br />
(Quercus sp.), willow (Salix sp.), aspen (Populus sp.) and birch<br />
(Betula sp.). Only the larvae cause damage to these host trees<br />
through feeding on the leaves (Tobin & Liebold, 2011). The<br />
Asian strain has an even wider host range than the European<br />
strain, feeding on both hard and softwood species (Régnière et<br />
al. 2009).<br />
eGG MAsses<br />
siGns & syMPtoMs<br />
Female gypsy moths create large, light brown egg masses,<br />
which can be found in sheltered areas such as sheds, under<br />
picnic tables, on vehicles, etc. (McManus et al. 1989) (Fig. 270).<br />
During outbreaks, multiple egg masses can be seen on the<br />
tree trunks and branches of hardwood trees. Each egg mass<br />
is approximately 3.5 x 2cm and can contain up to 1000 eggs<br />
(Nealis & Erb, 1993).<br />
lArvAl FeedinG<br />
5.2.5 GYPSY MOTH (Lymantria dispar)<br />
Figure 270: Egg masses of gypsy moth are found both outdoors 76 (left) and in sheltered locations 77 (right).<br />
Gypsy moth larvae, or caterpillars, in Ontario feed on the leaves<br />
of various hardwood species. They avoid the veins and midveins,<br />
creating leaves with a skeletal appearance (Fig. 271).<br />
However, during severe outbreaks, complete defoliation can<br />
occur. Larvae feed mostly at night and hide in communal areas<br />
during the day (Nealis & Erb, 1993).<br />
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Figure 271: Gypsy moth larvae feeding on leaves 78 (left) and congregating on a tree trunk 43 (right).<br />
siMilAr sPecies, siGns &<br />
syMPtoMs<br />
eastern tent caterpillar (Malacosoma americanum)<br />
The eastern tent caterpillar is a native defoliating insect that<br />
has similar population outbreaks to those of the gypsy moth.<br />
Larvae of both species feed at night and hide during the day.<br />
However, eastern tent caterpillars construct silken tents in<br />
which they congregate and find shelter. Eastern tent caterpillars<br />
have a white stripe bordered in yellow with blue markings along<br />
their sides (Rabaglia & Twardus, 1990) (Fig. 272).<br />
Figure 272: Eastern tent caterpillar 39 (left) and a silken tent 40 (right).
Forest tent caterpillar (Malacosoma disstria)<br />
Forest tent caterpillars are native to North America. Similarly<br />
to gypsy moth, the larvae feed at night and congregate during<br />
the day, often in large clumps on tree trunks. The forest tent<br />
caterpillar has a row of alternating small and large white spots<br />
along their backs that give the impression of footprints (Fig.<br />
273). Gypsy moth caterpillars have five blue and six red dots<br />
along their backs (Dodds & Seybold, 1996).<br />
Figure 273: Forest tent caterpillar 79 (left) and a large congregation 44 (right).<br />
tAxonoMic hierArchy<br />
5.2.5 GYPSY MOTH (Lymantria dispar)<br />
BioloGy<br />
oriGin & distriBution<br />
Kingdom. Animalia<br />
The European strain of gypsy moth was<br />
introduced into North America in 1869.<br />
..Phylum. Arthropoda<br />
Several moths escaped from the office of<br />
....Class. Insecta<br />
an entomologist, Leopold Trouvelot, who<br />
was conducting crossbreeding research<br />
......Order. Lepidoptera with silk worms in Massachusetts<br />
........Family. Lymantriidae<br />
(Benoit & Lachance, 1990). Within 20<br />
years severe defoliation brought the<br />
..........Genus. Lymantria<br />
gypsy moth to public attention (Tobin &<br />
............<strong>Species</strong>. Lymantria dispar.<br />
Liebold, 2011). It is unknown when the<br />
species established in Canada but the<br />
first outbreak requiring management<br />
occurred in Quebec in 1924 (Nealis, 2002). The European strain<br />
was first observed in Ontario in 1969 whereas the Asian strain<br />
has become established in western North America and has not<br />
been detected in Ontario (Nealis & Erb, 1993).<br />
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liFe cycle<br />
Gypsy moths have a four-stage life cycle, including egg, larvae,<br />
pupae, and adult (Fig. 274). In the fall female moths create<br />
large egg masses that contain up to 1000 eggs. Eggs overwinter<br />
in these masses and hatch the following spring. Larvae, or<br />
caterpillars, emerge from their eggs and begin feeding on<br />
leaves from May through June. After feeding, they enter the<br />
pupal stage in which the larvae undergo metamorphosis from<br />
a caterpillar to a moth. This process takes approximately 2<br />
weeks. Upon emerging from cocoons the adult moths mate and<br />
each female creates a single egg mass (Nealis & Erb, 1993).<br />
Figure 274: Life cycle of the gypsy moth including egg 76 , larvae 40 ,<br />
pupae 47 and adult 48 life stages.<br />
iMPActs<br />
Egg Larva<br />
A d u l t P u p a<br />
The introduction of gypsy moth to North America had<br />
devastating effects on deciduous forests. Larvae can completely<br />
defoliate entire forest stands during an outbreak. Defoliation<br />
has been linked to both hardwood growth loss and mortality,<br />
with forest stands experiencing 25-30% mortality as a result<br />
of an outbreak (Fig. 275). In areas with already stressed trees<br />
mortality can reach 100% (Tobin & Liebold, 2011).<br />
Figure 275: Defoliation caused by a gypsy moth outbreak 80 .
5.2.5 GYPSY MOTH (Lymantria dispar)<br />
Economic hardships ensue with the loss of hardwood trees.<br />
For instance, defoliation and mortality affect the value of<br />
timber products. In areas affected by gypsy moth outbreaks,<br />
quarantines are often implemented to prevent further spread.<br />
These quarantines have economic impacts associated with<br />
trade and the movement and sale of wood products. Tourism<br />
may also be affected as the aesthetic value of natural forested<br />
areas is compromised (Régnière et al. 2009).<br />
vectors & PAthwAys<br />
Flightless adult females characterize the<br />
European strain of gypsy moth presently<br />
found in Ontario (Nealis, 2002). They release<br />
a pheromone to attract the males and do not<br />
disperse from the tree or structure in which<br />
they reached the pupal stage (Nealis & Erb,<br />
1993). Dispersal occurs during the larval<br />
stage. Young caterpillars climb to the upper-<br />
most branches of the canopy and hang from<br />
long silken threads. Winds can then aid in<br />
their movement to new host trees, a type<br />
of passive dispersal known as ballooning<br />
(Hajek & Tobin, 2010).<br />
Long distance dispersal occurs via human<br />
vectors (Fig. 276). Females deposit egg<br />
masses in sheltered locations near the<br />
ground, often in man-made structures. For Figure 276: Female gypsy moths<br />
ovipositing on a tire<br />
instance, egg masses have been found in<br />
vehicles, campers, tents and lawn furniture (Régnière et al.<br />
2009), with firewood being one of the leading causes of longdistance<br />
dispersal (Bigsby et al. 2011).<br />
81 .<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
Preventing movement at all stages of the gypsy moth’s lifecycle<br />
is key. Currently, outbreaks occur throughout southern<br />
Ontario, up to and including Sault Ste. Marie. Quarantines are<br />
enforced by the CFIA to help prevent further spread. Before<br />
moving to areas outside of the quarantine zone it is important<br />
to inspect vehicles and outdoor equipment for egg masses,<br />
larvae, cocoons or adult moths (CFIA, 2011a).<br />
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eArly detection techniques<br />
Monitoring is the first step to detecting<br />
new or re-occurring infestations. Inspect<br />
all outdoor equipment for egg masses.<br />
Placing a burlap sack around the lower<br />
trunk of a preferred host tree such as oak<br />
may attract gypsy moth larvae as it provides<br />
shelter during the day (Fig. 277). Regularly<br />
monitoring the contents of the sack can not<br />
only enable early detection but also inform<br />
the woodlot owner as to the state and<br />
severity of infestation. Any trapped gypsy<br />
moth caterpillars should be destroyed to<br />
help reduce local populations (McManus et<br />
al, 1989).<br />
control oPtions<br />
Eradication programs involving the gypsy moth in North<br />
America have not been successful. The goal has changed to<br />
suppression and control. The CFIA enforces quarantines in<br />
infested areas to prevent further spread. Pheromone traps are<br />
used as a monitoring tool outside of the quarantine zones.<br />
Outbreaks within the quarantine zone are the responsibility<br />
of municipalities and/or private woodlot owners (Régnière et<br />
al. 2009).<br />
Woodlot owners are encouraged to actively manage gypsy moth<br />
infestations on their property. Performing a regular survey of<br />
outdoor equipment for egg masses is an important first step<br />
because each can contain up to 1000 eggs. Egg masses should<br />
be destroyed by placing them in hot, soapy water or by burning.<br />
Attention: the hairs of gypsy moth caterpillars and fibers<br />
from egg masses may cause allergic reactions in some people<br />
(McManus et al. 1989).<br />
Maintaining the health of the woodlot is another important<br />
factor when dealing with re-occurring gypsy moth infestations;<br />
healthy trees are less likely to die as a result of defoliation.<br />
Good woodlot management practices help to increase habitat<br />
for wildlife and promote populations of natural gypsy moth<br />
predators such as small mammals and birds (Nealis & Erb, 1993).<br />
Pesticides may be used in conjunction with other management<br />
techniques. The most commonly used pesticide for gypsy moth<br />
control is Bacillus thuringiensis (Btk), which must be applied by<br />
a licenced exterminator. This pesticide consists of a bacterium<br />
that produces protein crystals that are toxic to gypsy moth<br />
larvae (Hajek & Tobin, 2010). Although it should be taken into<br />
consideration that Btk is also toxic to native caterpillars, there<br />
is evidence that negative impacts are confined to the first year<br />
of Btk application (Solter & Hajek, 2009).<br />
Figure 277: Using a burlap sack as<br />
a method to attract gypsy moth<br />
larvae 82 .
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.6<br />
dutch elm disease<br />
(Ophiostoma spp.)<br />
Other common names:<br />
ded<br />
Priority Rating: hiGh<br />
Figure 278: Elm affected by Dutch Elm Disease 83 .<br />
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cAusAl orGAnisMs<br />
<strong>identiFicAtion</strong><br />
Dutch elm disease is caused by three species of ascomycete<br />
fungi that cut off sap movement in elm trees (Ulmus spp.).<br />
These species are Ophiostoma ulmi, O. novo-ulmi, and O. himalulmi.<br />
These pathogenic fungi belong to a group called the<br />
Ophiostoma piceae complex, which is characterized by fungi<br />
with fruiting bodies containing two distinct spore-bearing<br />
structures (Harrington et al. 2001): black perithecia (i.e., fruiting<br />
body containing spores) and orange asexual spores (Chung et<br />
al. 2006)(Fig. 279).<br />
Figure 279: Fruiting bodies and asexual spores of Ophiostoma ulmi 84 .<br />
hosts<br />
Dutch elm disease affects all three native species of elm,<br />
including white elm (Ulmus americana), slippery elm (U. rubra),<br />
and rock elm (U. thomasii) (Fig. 280). The disease also affects<br />
two introduced elms: wych elm (U. glabra) and English elm (U.<br />
procera). Conversely, Siberian elm (U. pumila) is an introduced<br />
ornamental that has shown resistance to Dutch elm disease<br />
(Farrar, 1995).
(A)<br />
(B)<br />
(C)<br />
5.2.6 DUTCH ELM DISEASE (Ophiostoma spp.)<br />
Figure 280: Leaves and native range distribution 64 of white elm 5 (A), slippery elm 5 (B) and rock elm 5 (C).<br />
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wiltinG leAves<br />
siGns & syMPtoMs<br />
The first signs of infection usually appear in early summer.<br />
The leaves on isolated branches turn yellow and begin to wilt<br />
(Fig. 281). As the infection spreads and more branches wilt, the<br />
crown will show bare areas where the leaves have wilted and<br />
fallen off the tree. Eventually the entire crown becomes infected<br />
and the tree dies. Tree mortality usually occurs between 1 to 3<br />
years after infection (Davis & Meyer, 1997).<br />
Figure 281: Wilted foliage as a result of Dutch elm disease 41 .<br />
sAPwood discolourAtion<br />
Signs of infection, which usually begins within individual<br />
branches, can be seen in the sapwood. As the fungus spreads<br />
the sapwood turns dark brown (Fig. 282). Cutting a cross section<br />
of the inner wood will reveal a dark brown ring indicating the<br />
presence of the fungus. Peeling off the bark will also reveal a<br />
dark brown streaking on the outer sapwood (Sinclair & Lyon,<br />
2005).<br />
Figure 282: Streaking shown in a cross section 85 (left) and on the outer sapwood of an elm branch 59 (right).
5.2.6 DUTCH ELM DISEASE (Ophiostoma spp.)<br />
siMilAr diseAses, siGns<br />
& syMPtoMs<br />
elm yellows (Candidatus Phytoplasma spp.)<br />
Elm yellows disease is caused by phytoplasmas (i.e., small<br />
specialized obligate parasitic bacteria of plant tissue that lack<br />
a cell wall) (Lee et al. 2004). As with Dutch elm disease, it also<br />
affects the vascular system of elm trees causing the leaves to<br />
turn yellow and wilt (Fig. 283). However, the entire crown wilts<br />
simultaneously whereas Dutch elm disease starts in individual<br />
branches and gradually spreads through the entire crown. Elm<br />
yellows will also cause discolouration of the inner sapwood but<br />
it produces a distinct wintergreen odour (Sinclair, 2000).<br />
Figure 283: Comparing the symptoms of elm yellows 40 (left) and Dutch elm disease 65 (right).<br />
verticillium wilt (Verticillium spp.)<br />
Soil-borne fungi that affect the vascular system of trees and<br />
shrubs causes Verticillium wilt. This disease can be confused<br />
with Dutch elm disease because it causes similar yellowing of<br />
leaves and sapwood discolouration (Fig. 284). However, even<br />
though Verticillium wilt may cause tree mortality, it is often<br />
much less severe than Dutch elm disease. Cankers may also<br />
form as a response to Verticillium wilt, which is a symptom<br />
associated with Dutch elm disease (Ash, 1994).<br />
Figure 284: Leaf wilting 41 (left) and sapwood discolouration 69 (right)<br />
associated with Verticillium wilt.<br />
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tAxonoMic hierArchy<br />
BioloGy<br />
oriGin & distriBution<br />
Kingdom. Fungi<br />
Dutch elm disease is caused by three<br />
species of pathogenic fungi. Ophiostoma<br />
..Division. Ascomycota<br />
ulmi was the first of the three species<br />
....Class. Sordariomycetes<br />
to cause widespread mortality. It was<br />
......Order. Ophiostomatales<br />
introduced to Europe around 1910 and<br />
........Family. Ophiostomataceae subsequently to North America in the<br />
..........Genus. Ophiostoma<br />
1940’s (Brasier, 1990; 1991). In Ontario,<br />
the first reports of Dutch elm disease<br />
<strong>Species</strong> Ophiostoma ulmi<br />
date from 1946, two years after having<br />
Ophiostoma novo-ulmi<br />
been found in Quebec (Hubbes, 1999).<br />
Ophiostoma himal-ulmi<br />
Ophiostoma ulmi has been described as<br />
a relatively weak pathogen causing 10<br />
to 40% tree mortality. A more aggressive<br />
pathogen, causing nearly 100% mortality in affected elms, was<br />
discovered in the 1940’s in both North America and Europe<br />
(Brasier, 1990; 1991). This pathogen, O. novo-ulmi, was found to<br />
be two distinct subspecies, initially separated geographically<br />
(Brasier & Kirk, 2001). Ophiostoma novo-ulmi subsp. americana<br />
spread throughout North America in less than 40 years and<br />
was discovered in Europe in the 1960’s. Ophiostoma novo-ulmi<br />
subsp. novo-ulmi has seen similar spread in Eurasia (Brasier<br />
& Buck, 2001). The origin of Dutch elm disease is unknown.<br />
However, surveys in the Himalayas led to the discovery of a<br />
third species associated with Dutch elm disease: Ophiostoma<br />
himal-ulmi. This species, considered endemic to the Himalayas,<br />
is an aggressive pathogen of both North American and European<br />
elms (Brasier & Mehrotra, 1995).<br />
diseAse cycle<br />
The spread of Dutch elm disease is facilitated by elm bark<br />
beetles (Scolytus spp.), which preferentially breed in unhealthy<br />
trees. The Dutch elm disease fungus produces spores in the<br />
dead wood tissue surrounding the larval galleries. As these<br />
larvae develop into adults they become covered in spores, which<br />
can hitch a ride to other elm trees. As the adult beetles feed<br />
on the twigs and branches of healthy elm they create wounds<br />
and allow the spores to enter and spread through the vascular<br />
system of the tree (Pscheidt, 2011). Figure 285 shows the cycle<br />
of Dutch elm disease.
Elm.bark.beetles.transport.<br />
spores.to.new.hosts 44 .<br />
5.2.6 DUTCH ELM DISEASE (Ophiostoma spp.)<br />
Fungal.spores.are.produced,.ready..<br />
to.attach.to.emerging.adult.beetles 89 ..<br />
Figure 285: Cycle of Dutch elm disease.<br />
iMPActs<br />
.............The.fungus.infects.a.new.host.and.<br />
...............spreads.through.the.vascular.system 88 .<br />
..............Fungus.cuts.off.sap.transport<br />
............causing.wilting 70 .<br />
Elm is a popular ornamental tree commonly used to line<br />
urban roadsides. Dutch elm disease devastated the majority<br />
of these large picturesque elms (Fig. 286). Most trees die as a<br />
direct result of the disease or become weakened and succumb<br />
due to other environmental stresses. Elm mortality decreases<br />
forest biodiversity and wildlife habitat (NRCan, 2011). Economic<br />
impacts result from reductions in the quality and quantity of<br />
elm timber products as well as the negative effects associated<br />
with quarantine measures (CFIA, 2010).<br />
Figure 286: Comparing a road with healthy elm trees 41 (left) with one<br />
with elms affected by Dutch elm disease 90 (right).<br />
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vectors & PAthwAys<br />
The fungus that causes Dutch elm disease grows under the bark,<br />
along the vascular system of the tree, effectively blocking water<br />
transport from the roots to the leaves. The disease spreads via<br />
intermingling root systems or elm bark beetles, which can carry<br />
the spores. If the roots of neighbouring elm trees are close<br />
enough to each other, the fungus will spread from one tree to<br />
the other. Once in the roots the fungus can quickly spread as<br />
spores are carried through the vascular system (Haugen, 1998).<br />
There is one native and two exotic elm bark beetles that<br />
contribute to the long distance dispersal of Dutch elm disease<br />
(Fig. 287). See section 5.2.7 for detailed information on the<br />
biology and management of exotic elm bark beetles. These<br />
beetles complete part of their life cycle in the inner sapwood<br />
of elm trees. Beetles emerging from infected trees as adults<br />
carry fungal spores on their bodies to new healthy trees. They<br />
will often infest the upper branches and burrow into the wood<br />
to deposit their eggs and to feed. The spores can enter the tree<br />
through these wounds (Haugen, 1998).<br />
Figure 287: Banded elm bark beetle (Scolytus schevyrewi) 44 .
5.2.6 DUTCH ELM DISEASE (Ophiostoma spp.)<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
Prevention strategies for Dutch elm disease include destroying<br />
the breeding areas of insect vectors and eliminating other<br />
ways through which the disease can spread. Elm bark beetles<br />
breed in dead or dying elm material. It is best to burn or<br />
bury dead or infected branches. Elm firewood should not be<br />
left out in the open. If it cannot be burned or utilized right<br />
away it is best to completely encase the wood in plastic or<br />
tarps with the ends securely fastened or buried. Infected elm<br />
wood should be promptly disposed of (Davis & Meyers, 1997).<br />
Since Dutch elm disease can spread through root contact it is<br />
recommended to dig a trench around infected elm trees that<br />
are in close proximity to healthy elms. Ensure that the trench is<br />
deep enough to completely sever all connecting roots (Pscheidt,<br />
2011).<br />
eArly detection techniques<br />
Become familiar with the signs and symptoms of Dutch elm<br />
disease as well as those associated with elm bark beetles (See<br />
section 5.2.7). Look for signs of infected elm trees both in the<br />
woodlot and in the region. Contact a professional arborist to<br />
confirm the presence of Dutch elm disease and for help with<br />
management of infected trees (Davis & Meyers, 1997).<br />
control oPtions<br />
Controlling Dutch elm disease involves removing any dead<br />
branches from apparently healthy trees or completely removing<br />
infected trees. Pruning dead branches from elm trees effectively<br />
removes any potential breeding grounds for elm bark beetles.<br />
This will greatly reduce the likelihood of infection. Pruning may<br />
also be employed to save infected elms if done early enough.<br />
Branches suspected of being infected should be debarked<br />
until no sapwood discolouration is observed. This is because<br />
discolouration is a result of infection and will aid in detecting<br />
how far the disease has spread. It is recommended to remove<br />
some of the healthy tissue below the infection. It is also very<br />
important to clean cutting tools between each use with rubbing<br />
alcohol to prevent spreading spores to other healthy trees or<br />
branches (Haugen, 1998).<br />
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It is good practice to remove elm trees that have been infected<br />
by Dutch elm disease. If sapwood discolouration has spread to<br />
the trunk this indicates that the tree can no longer be saved<br />
(Haugen, 1998). The presence of infected trees only contributes<br />
to the dispersal of Dutch elm disease. The resulting wood should<br />
be burned immediately. The stump should also be removed and<br />
burned. An alternative involves grinding the stump so that it is<br />
10cm below the soil line and then completely covering it with<br />
soil (Davis & Meyer, 1997).<br />
Fungicide injections have been used to control Dutch elm<br />
disease but they can be costly and problematic. These injections<br />
may wound the tree, causing discolouration and decay around<br />
the injection area (Shigo & Campana, 1977). In addition, Dutch<br />
elm disease seems to be developing a certain level of resistance<br />
to these fungicides, thereby decreasing their effectiveness.<br />
Fungicide applications are only feasible for use on high value<br />
ornamental trees. Application across an entire woodlot is<br />
considered impractical. Management activities that promote<br />
diverse and healthy woodlots are the best means of control for<br />
Dutch elm disease (Hubbes, 1999).
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.7<br />
elm Bark Beetles<br />
(Scolytus multistriatus & S. schevyrewi)<br />
Other common names:<br />
lesser european elm bark beetle, smaller european elm bark beetle,<br />
Banded elm bark beetle<br />
Priority Rating: hiGh<br />
Figure 288: Elm bark beetles 44 .<br />
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orGAnisMs<br />
<strong>identiFicAtion</strong><br />
There are two exotic elm bark beetles in Ontario: the banded<br />
elm bark beetle (Scolytus schevyrewi) and the European elm bark<br />
beetle (S. multistriatus) (Fig. 289). The banded elm bark beetle is<br />
brown with a dark band across its wing covers. It is generally 3<br />
to 4mm long. The European elm bark beetle lacks the band and<br />
does not exceed 3mm in length. Only the European elm bark<br />
beetle has a spine on the lower abdomen (Lee et al. 2006).<br />
Figure 289: Comparing the banded elm bark beetle 44 (left) and the<br />
European elm bark beetle 31 (right).<br />
host trees<br />
The European and the banded<br />
elm bark beetle are both<br />
host specific, feeding and<br />
breeding on elm trees (Ulmus<br />
sp.). Three native species of<br />
elm occur in Ontario: white<br />
elm (U. americana), slippery<br />
elm (U. rubra), and rock<br />
elm (U. thomasii). See figure<br />
280 (section on Dutch elm<br />
disease) for a comparison of<br />
leaf morphologies and native<br />
range maps for these species.<br />
Elm is a popular ornamental<br />
tree planted along roadsides<br />
and parks (Fig. 290). Many<br />
are exotic. Exotic elms found<br />
in Ontario include wych elm<br />
(U. glabra), English elm (U.<br />
procera) and Siberian elm (U.<br />
pumila); all are susceptible to<br />
European or banded elm bark<br />
beetles (Sargent et al. 2008;<br />
Farrar, 1995).<br />
Figure 290: Elm is a popular ornamental tree 41 .
5.2.7 ELM BARK BEETLES (Scolytus multistriatus & S. schevyrewi)<br />
siGns & syMPtoMs<br />
exit & entrAnce holes<br />
Female European and banded elm bark beetles create an<br />
entrance hole and lay their eggs in the bark of elm trees. When<br />
the eggs hatch, the larvae develop inside the tree and emerge<br />
as adults through 2mm circular exit holes in the trunk or<br />
branches (Sargent et al. 2008) (Fig. 291).<br />
Figure 291: Exit holes created by the European elm bark beetle 92 (left) and the banded elm bark beetle 44 (right).<br />
lArvAl GAlleries<br />
Female European and banded elm bark beetles create and lay<br />
their eggs in a vertical tunnel under the bark. Larvae make<br />
tunnels in an outward fashion, creating a fan-like appearance<br />
on both sides of the egg gallery (Fig. 292). Developing and<br />
feeding larvae create sawdust that can be seen in the larval<br />
tunnels and exit holes (Lee et al. 2006) (Fig. 293).<br />
Figure 292: Larval galleries created by the European elm bark beetle 57 .<br />
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Figure 293: Sawdust created by banded elm bark beetle larvae 44 .<br />
siMilAr sPecies, siGns &<br />
syMPtoMs<br />
native elm Bark Beetle (Hylurogoplinus rufipes)<br />
The native elm bark beetle can be distinguished from exotic<br />
elm bark beetles by its metallic gold colour (Fig. 294). Adult<br />
females create egg galleries by tunneling horizontally across<br />
the wood grain, whereas exotic elm bark beetles create vertical<br />
tunnels (Fig. 295). Native elm bark beetles leave behind<br />
V-shaped markings beside their exit holes, a characteristic not<br />
seen for exotic elm bark beetles (CFS, 2011).<br />
Figure 294: Comparing native 92 (left) and European elm bark beetles 92 (right).
Figure 295: Comparing larval galleries of the native elm bark beetle 64 (left) with those of the European elm<br />
bark beetle 41 (right).<br />
tAxonoMic hierArchy<br />
European Elm Bark Beetle (S. multistriatus)<br />
Kingdom. Animalia<br />
..Phylum. Arthropoda<br />
....Class. Insecta<br />
......Order. Coleoptera<br />
........Family. Curculionidea<br />
..........Genus. Scolytus<br />
5.2.7 ELM BARK BEETLES (Scolytus multistriatus & S. schevyrewi)<br />
<strong>Species</strong> Scolytus multistriatus<br />
BioloGy<br />
oriGin & distriBution<br />
Banded Elm Bark Beetle (S. schevrewi)<br />
Kingdom. Animalia<br />
..Phylum. Arthropoda<br />
....Class. Insecta<br />
......Order. Coleoptera<br />
........Family. Curculionidea<br />
..........Genus Scolytus<br />
<strong>Species</strong> Scolytus schevrewi<br />
As its common name indicates, the European elm bark beetle is<br />
native to Europe. First found in Massachusetts in 1909 (Lee et<br />
al. 2009), it has since spread throughout Canada (NRCan, 2011).<br />
The banded elm bark beetle is native to Asia and is a relatively<br />
recent introduction to North America. It was first observed<br />
in 2003 in both Colorado and Utah but evidence from past<br />
collections indicates that it has been in North America since<br />
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the 1990’s (Negrón et al. 2005). In Canada, it was first detected<br />
in Alberta in 2006 with subsequent introductions in Manitoba,<br />
Ontario, Saskatchewan (Langor et al. 2009), and, most recently,<br />
British Columbia (Humble et al. 2010).<br />
liFe cycle<br />
Elm bark beetles overwinter as adults under the bark of elm<br />
trees. They emerge in the spring and begin feeding on the inner<br />
tissues of small twigs and branches. It is at this stage that the<br />
elm bark beetle can transmit Dutch elm disease to new hosts<br />
(Ohmart, 1989). After feeding, the adult beetles seek out weak or<br />
dying elm trees to breed, which can become infected with Dutch<br />
elm disease (Rudinsky, 1962). Fallen elm logs with intact bark<br />
also attract breeding adults. Females create tunnel-like galleries<br />
in which they lay their eggs. Eggs hatch in the spring and the<br />
larvae feed and pupate for approximately 2 months before<br />
emerging as adults (Ascerno & Wawrzynski, 1994) (Fig. 296).<br />
Adult.feeding.on.a.healthy..<br />
elm 44<br />
Adults.emerge 44<br />
Figure 296: Life-cycle of elm bark beetles.<br />
iMPActs<br />
.............Breeding.on.dead.or.stressed<br />
...............elm 44<br />
..............Larval.development.in.dead<br />
............or.stressed.elm 44 .<br />
Elm bark beetles alone appear to have minimal ecological impact.<br />
Although the larval tunnels under the bark may affect lumber<br />
value, considering that elm bark beetles usually breed in dead<br />
or dying elm trees, the risk to lumber value is low. Their greatest<br />
impact lies in their role as vectors of Dutch elm disease, a deadly<br />
condition that affects the tree’s vascular system (Seybold et al.<br />
2008). See section 5.2.6 for information on Dutch elm disease.
5.2.7 ELM BARK BEETLES (Scolytus multistriatus & S. schevyrewi)<br />
vectors & PAthwAys<br />
Elm bark beetles were most likely introduced in North America<br />
via wood packaging materials. Any materials with intact bark<br />
are capable of carrying elm bark beetles. Dispersal is likely<br />
facilitated by the transportation of nursery stock and elm wood<br />
products such as firewood. Adult beetles are not strong flyers.<br />
Instead, wind currents may be more important factors in their<br />
natural dispersal (Sargent et al. 2008).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
Adult elm bark beetles are attracted to wounded elm trees.<br />
Destroy all dead or dying elm trees and elm wood by chipping,<br />
burning or burying. This will decrease the number of<br />
potential breeding sites available for elm bark beetles. Do not<br />
use or transport elm firewood. Elm bark beetles are capable<br />
of completing their life cycle on elm logs provided there is a<br />
small patch of bark left intact (Sargent et al. 2008). If pruning<br />
activities are scheduled it is best to wait until the late fall or<br />
winter when adult beetles are less active (Byers et al. 1980). The<br />
fungal agent of Dutch elm disease has been shown to release<br />
chemical signals that attract elm bark<br />
beetles (McLeod et al. 2005). Look for<br />
signs and symptoms of this disease<br />
and consider eliminating infected trees.<br />
Refer to section 5.2.6 for management<br />
strategies for Dutch elm disease.<br />
eArly detection<br />
techniques<br />
Regularly look for signs and symptoms of<br />
elm bark beetle establishment, including<br />
yellowing or wilting foliage, circular exit<br />
holes in the bark, and declining elm tree<br />
health. When signs or symptoms of the<br />
beetle are found peeling the bark away<br />
to determine whether the characteristic<br />
larval galleries are present can aid in<br />
identification (Sargent et al. 2008) (Fig.<br />
297).<br />
Figure 297: Larval galleries of<br />
European elm bark beetle 94.<br />
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control oPtions<br />
Dead elm trees, logs and branches should be destroyed through<br />
chipping, burning or burying. This will decrease the number<br />
of available breeding sites and prevent populations of elm bark<br />
beetles from increasing (Sargent et al. 2008). Keep elm trees<br />
healthy and properly pruned. However, only prune during the<br />
late fall and winter when adult beetles are less active (Byers et<br />
al. 1980).<br />
Woodlot management activities should be geared towards<br />
increasing tree health because elm bark beetles are attracted<br />
to stressed trees. This can be done by increasing tree species<br />
diversity, thinning to reduce competition and removing<br />
damaged or diseased trees (Seybold et al. 2008). Elm bark<br />
beetles will also invade freshly cut logs, recently fallen trees,<br />
and those affected by fire. Thus, it is important to monitor<br />
elm trees in the woodlot and eliminate any potential breeding<br />
grounds (Rudinsky, 1962).<br />
Since elm bark beetles spend the majority of their life cycle<br />
within the tree, insecticides are generally applied to the outer<br />
bark only as a preventative measure. This is because these<br />
chemicals are only effective if they come into direct contact<br />
with the adult beetles. Consequently, insecticide use may be<br />
impractical (Seybold et al. 2008).
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.8<br />
Butternut canker<br />
(Ophiognomonia clavigignenti-juglandacearum)<br />
Other common names:<br />
Butternut disease<br />
Priority Rating: hiGh<br />
Figure 298: Butternut Canker 41 .<br />
249<br />
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cAusAl orGAnisM<br />
<strong>identiFicAtion</strong><br />
Butternut (Juglans cinerea) is native to Ontario and the<br />
primary host of the butternut canker fungus (Ophiognomonia<br />
clavigignenti-juglandacearum). Previously classified as<br />
Sirococcus, this fungus has recently been reclassified to the<br />
genus Ophiognomonia (Broders & Boland, 2011). <strong>Species</strong> in the<br />
Ophiognomonia genus are characterized by their elongated<br />
ascospores that infect a variety of plant families, including<br />
Juglanaceae to which butternut belongs (Walker et al. 2012).<br />
Ophiognomonia claviginenti-juglandacearum reproduces<br />
asexually. Fungal spores enter butternut trees through wounds<br />
or cracks in the bark. The fungus forms projecting structures<br />
under the bark called hyphal pegs (Fig. 299). These hyphal pegs<br />
cause the bark to crack and split open. Spores are released into<br />
the environment through these openings (Nair et al. 1979).<br />
Figure 299: Hyphal pegs of Ophiognomonia clavigignentijuglandacearum<br />
95 .<br />
host trees<br />
Butternut (Juglans cinerea) is the main host of O. clavigignentijuglandacearum<br />
(Fig. 300). A native to North America, this<br />
tree species generally occurs in isolated patches in Ontario,<br />
Quebec and New Brunswick (NRCan, 2011). Butternut has been<br />
federally and provincially listed as an endangered species due<br />
to the devastating impacts of O. clavigignenti-juglandacearum<br />
(Environment Canada, 2011; OMNR, 2012b). Other members<br />
of the walnut family have shown some susceptibility to the<br />
disease but, unlike butternut, do not appear to be killed by it<br />
(Ostry et al. 1996).
5.2.8 BUTTERNUT CANKER (Ophiognomonia clavigignenti-juglandacearum)<br />
cAnkers<br />
Figure 300: Butternut leaves 5 (left) and fruit 5 (right).<br />
siGns & syMPtoMs<br />
The main symptom of O. clavigignenti-juglandacearum infection<br />
is the formation of stem and branch cankers. These cankers<br />
appear as large black spots on the branches and trunks of<br />
butternut trees (Fig. 301). Cankers are black and often release<br />
a black sappy substance in the spring. In the summer they dry<br />
out, having a sooty black appearance with shades of white along<br />
the outer edges (Davis & Meyer, 1997).<br />
Figure 301: Butternut cankers in the spring 41 (left) and summer 41 (right).<br />
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sAPwood discolourAtion<br />
Removing the bark in areas where a suspected canker is forming<br />
will reveal a black, darkened area (Fig. 302). As cankers form and<br />
the infection spreads, the sapwood underneath the bark decays<br />
and turns black. The fungus will continue to spread and, as the<br />
disease intensifies, large areas of dead and blackened cambium<br />
tissue appear (Ostry et al. 1994).<br />
MortAlity<br />
As infection progresses and decay continues within the<br />
cambium layer, branches become girdled and die. During<br />
heavy rainfall, spores are carried downward and establish new<br />
infections in multiple areas of the main trunk. The numerous<br />
cankers formed on the main trunk eventually kill the tree<br />
(Fig. 303). Epicormic branching is common on stressed trees.<br />
However, these branches quickly become infected and die<br />
(Davis & Meyer, 1997).<br />
Figure 302: Sapwood<br />
discolouration from dead<br />
cambium tissue 96 .<br />
Figure 303: Butternut killed<br />
as a result of O. clavigignentijuglandacearum<br />
infection 69 .<br />
siMilAr sPecies, siGns &<br />
syMPtoMs<br />
Butternut trees form similar cankers and experience crown<br />
dieback as a result of agents other than O. clavigignentijuglandacearum.<br />
A similar fungus, Melanconis oblongum,<br />
which can co-occur with O. clavigignenti-juglandacearum
5.2.8 BUTTERNUT CANKER (Ophiognomonia clavigignenti-juglandacearum)<br />
infects dead butternut tissue. However, it is not known to cause<br />
butternut mortality (Ostry et al. 1994). Bacterial blight caused<br />
by Xanthomonas arboricola pv. juglandis infection also causes<br />
cankers in the form of black lesions but branch and crown<br />
dieback does not generally occur as a result. Bunch disease,<br />
caused by unknown bacteria, does not produce cankers but<br />
has been shown to cause increased lateral growth that may<br />
be mistaken for the epicormic shoots produced in response<br />
to butternut canker (Pijut, 2006). Cankers can also form from<br />
physical injury or frost damage (Harrison & Hurley, 2001). It<br />
is recommended to consult a professional to help identify the<br />
cause of butternut decline (Fig. 304).<br />
tAxonoMic hierArchy<br />
Figure 304: Butternut affected by butternut canker 97 .<br />
BioloGy<br />
oriGin & distriBution<br />
Kingdom. Fungi<br />
The origin of O. clavigignentijuglandacearum<br />
is unknown. The<br />
..Phylum. Ascomycota<br />
fungus was first observed in North<br />
....Class. Sordariomycetes<br />
America in 1967 but it was not until<br />
1979 that it was identified as the<br />
......Order. Diaporthales<br />
causative agent of butternut canker.<br />
........Family. Gnomoniaceae<br />
Today it is found in the eastern United<br />
States and southeastern Canada<br />
..........Genus. Ophiognomonia<br />
where it has spread throughout<br />
the entire range of its host species<br />
<strong>Species</strong> Ophiognomonia clavigignentijuglandacearum<br />
(Schlarbaum et al. 1997; Harrison<br />
& Hurley, 2001) (Fig. 305). It was<br />
confirmed in Ontario in 1991 from<br />
a sample collected in Ipperwash Provincial Park, south of Lake<br />
Huron (Davis et al. 1992).<br />
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Figure 305: Native range of butternut in Ontario 64 .<br />
diseAse cycle<br />
Spores of O. clavigignenti-juglandacearum infect butternut<br />
trees through buds, leaf scars and other wounds found in the<br />
bark. The fungal infection causes cankers under which hyphal<br />
pegs exert pressure on the inner bark, causing it to split. Fungal<br />
spores can then escape through these cracks and be carried<br />
by water, wind or other organisms such as insects, birds and<br />
rodents, to new butternut hosts (Nair et al. 1979). Heavy rainstorms<br />
can accelerate the infection in individual butternut trees<br />
because the water runs down the trunk collecting spores and<br />
transporting them downward. As such, multiple cankers can<br />
form on the same tree (Tisserat & Kuntz, 1983). The fungus has<br />
been reported to survive for up to 2 years on dead trees (Ostry,<br />
1996). Figure 306 shows the cycle of butternut canker.<br />
Hyphal.pegs.rupture.the.bark.<br />
and.spores.are.released. 95<br />
Establishes.itself.under.the..<br />
bark.and.forms.fruiting.bodies 41<br />
.............Spores.are.transported.by.wind,<br />
..............rain.or.biota.to.new.host.trees 52<br />
..............Spores.infect.through.buds,.leaf<br />
...........scars.and.wounds.in.the.bark 5 .<br />
Figure 306: Cycle of butternut canker.
5.2.8 BUTTERNUT CANKER (Ophiognomonia clavigignenti-juglandacearum)<br />
iMPActs<br />
The introduction of butternut canker has had devastating<br />
impacts on butternut populations and forest biodiversity. The<br />
fungal infection can kill trees of all ages and sizes (Innes et<br />
al. 2001). The majority of infected trees die rapidly after initial<br />
infection. Both the above and below-ground portions of the<br />
tree die as a result of the disease (Environment Canada, 2010).<br />
Butternut produces a seed crop that is a highly valued food<br />
source for wildlife such as small mammals and birds (Rink,<br />
1990). Humans can also benefit from the commercial value of<br />
the fruits. In addition, the lumber is considered to be of high<br />
value when unaffected by the disease for its uses in woodworking<br />
(Ostry & Pijut, 2000).<br />
vectors & PAthwAys<br />
The butternut canker fungus can spread within the host tree.<br />
Externally, as water runs down from the top branches it collects<br />
spores from existing cankers and transports them to lower<br />
wounds (Tisserat & Kuntz, 1983). Spores have also been shown<br />
to travel up to 45m away from their original host via wind<br />
currents. Insects such as beetles can carry the spores on their<br />
bodies if they come into physical contact with cankers. It has also<br />
been speculated that birds play a role in the spread of butternut<br />
canker (Halik & Bergdahl, 2002). Humans also contribute to the<br />
spread of butternut canker through the movement of firewood,<br />
seeds and nursery stock (Ostry & Woeste, 2004).<br />
MAnAGeMent PrActices<br />
Prevention strAteGies<br />
There is a lack of known preventative measures against butternut<br />
canker other than practicing appropriate woodlot management<br />
practices and keeping the forest healthy. Butternut canker<br />
can easily infect butternut trees through wounds in the bark.<br />
Minimizing physical damage during management activities<br />
is recommended. Healthy trees are generally less susceptible<br />
to insect attack and disease than stressed or weakened trees.<br />
Keeping a diverse and healthy woodlot could help to prevent<br />
the introduction of pathogens such as the causing agent of<br />
butternut canker (Ostry et al, 1996).<br />
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eArly detection techniques<br />
Monitor butternut trees in the woodlot and look for signs<br />
and symptoms of the disease. It is prohibited to cut down a<br />
naturally occurring butternut tree as the species is protected<br />
under Ontario’s Endangered <strong>Species</strong> Act. Woodlot owners<br />
considering removal of butternut should contact the OMNR,<br />
even if the tree(s) is/are infected (OMNR, 2011).<br />
control oPtions<br />
As a woodlot owner, the best management strategy to prevent<br />
butternut canker is to promote a healthy woodlot. When<br />
performing woodlot management or timber harvest activities<br />
it is best to remove groups of trees that may be shading out<br />
butternut. Butternut is a shade intolerant species and requires<br />
canopy gaps to promote regeneration and healthy growth.<br />
Managing both healthy and infected butternut trees is an<br />
important goal in the conservation of this species. Infected<br />
butternut trees may develop a certain level of resistance, which<br />
may be beneficial in future breeding programs (DesRochers,<br />
2009). Butternut trees showing little to no signs of infection<br />
may possess a certain level of natural resistance to the disease.<br />
Woodlot owners are encouraged to report these trees to the<br />
Forest Gene Conservation Association. This organization has<br />
been recording the locations of potentially resistant butternut<br />
trees for possible use in breeding programs. These programs<br />
consist of crossing resistant individuals with the objective of<br />
creating a disease-resistant population (FGCA, n.d.).<br />
Federal law currently protects butternut. Given its status, even<br />
heavily infected trees should be treated, not cut down. It is an<br />
offense to possess or sell naturally occurring butternut wood<br />
under the Endangered <strong>Species</strong> Act, 2007. In fact, a woodlot owner<br />
can only remove a butternut tree if considered non-retainable.<br />
That is, if infection is so severe that it is no longer possible<br />
to save the tree. An expert accredited as a Butternut Health<br />
Assessor must identify the tree as non-retainable. Woodlot<br />
owners can find a Butternut Health Assessor by contacting the<br />
OMNR (OMNR, 2011).
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.9<br />
dogwood Anthracnose<br />
(Discula destructiva)<br />
Other common names:<br />
dogwood disease<br />
Priority Rating: ModerAte<br />
<strong>identiFicAtion</strong><br />
Dogwood anthracnose (Discula destructiva) is an airborne<br />
fungal disease of flowering dogwood (Cornus florida) and<br />
Pacific dogwood (C. nuttallii) (Hibben, 1990). The origin of D.<br />
destructiva is unknown (Zhang & Blackwell, 2001). Black or<br />
brown spots bordered in purple on the leaves are indicative of<br />
dogwood anthracnose (Fig. 307). These spots eventually turn<br />
into holes. These symptoms first appear in the lower crown and<br />
progress upwards. Infection on the leaves can spread through<br />
the petioles into the twigs. Cankers begin to appear and can<br />
eventually girdle and kill the tree (Sinclair & Lyon, 2005).<br />
Figure 307: Leaf lesions 83 (left) and cankers 83 (right) caused by dogwood<br />
anthracnose.<br />
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iMPActs<br />
An abundance of white showy flowers and<br />
bright red berries contribute to flowering<br />
dogwood’s popularity as an ornamental<br />
tree (Fig. 308). Its fruit and seeds have a<br />
high nutritional content that makes them an<br />
invaluable food source for wildlife (Rossell<br />
et al. 2001).<br />
Dogwood anthracnose has had devastating<br />
effects on flowering dogwood in Ontario with<br />
an estimated decline of 7-8% per year. This<br />
decline has led to the provincial and federal<br />
governments listing flowering dogwood<br />
as an endangered species (Bickerton &<br />
Thompson-Black, 2010).<br />
control<br />
Flowering dogwood is an endangered species protected by<br />
the Endangered <strong>Species</strong> Act, 2007. In Canada, the native range<br />
of flowering dogwood is the Carolinian forest of southern<br />
Ontario (Bickerton & Thompson-Black, 2010)(Fig. 309). A healthy<br />
flowering dogwood is less susceptible to infection than a<br />
weakened or stressed tree. As such, dead or infected branches<br />
should be pruned, removed and destroyed. Clean cutting tools<br />
with rubbing alcohol between each use to prevent spreading the<br />
disease (Pecknold et al. 2001). Report any potentially resistant<br />
trees to a species-at-risk biologist at the OMNR. Potentially<br />
resistant trees may be useful for research programs investigating<br />
ways of saving flowering dogwood populations and controlling<br />
dogwood anthracnose (Bickerton & Thompson-Black, 2010).<br />
Figure 309: Native range of flowering dogwood (Cornus florida) 64 .<br />
Figure 308: Showy flowers 15 (top)<br />
and bright red berries 66 (bottom) of<br />
flowering dogwood.
5.0 INVASIVE SPECIES ACCOUNTS<br />
<strong>identiFicAtion</strong><br />
Thousand cankers disease is caused by a fungal pathogen<br />
(Geosmithia morbida) and dispersed by the native walnut twig<br />
beetle (Pityophthorus juglandis) (Fig. 310). The disease mainly<br />
affects black walnut (Juglans nigra). Yellowing of the leaves is<br />
the first sign of infection followed by dying branches. Cankers<br />
form around entry wounds created by the beetle (Fig. 311). Trees<br />
usually die within three years as a result of the disruption of<br />
nutrient transport (Leslie et al. 2010). The disease received its<br />
name for the numerous cankers that form on the trunk and<br />
branches of infected trees (Cranshaw & Tisserat, 2008).<br />
Figure 310: Walnut twig beetle<br />
(Pityophthorus juglandis) 99.<br />
5.2.10<br />
thousand cankers disease<br />
(Geosmithia morbida)<br />
Other common names:<br />
tcd<br />
Priority Rating: ModerAte<br />
Figure 311: Cankers caused by thousand cankers disease on a walnut<br />
sapling 100 (left) and in the sapwood of a mature walnut tree 101 (right).<br />
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iMPActs<br />
Thousand cankers disease can wipe out entire native populations<br />
of black walnut (Fig. 312). Until recently, the disease was confined<br />
to western North America where it was causing widespread<br />
mortality of ornamental black walnut. It has recently been<br />
detected in Tennessee (2010), Virginia (2011) and Pennsylvania<br />
(2011), which is a major problem as this comprises the native<br />
range of black walnut (Grant et al. 2011). Black walnut is an<br />
economically important species that is harvested for both its<br />
lumber and fruit (MacDaniels & Lieberman, 1979). They produce<br />
a nut crop rich in protein, which is an important energy source<br />
for wildlife (Smith & Follmer, 1972).<br />
Figure 312: Native range of black walnut (Juglans nigra) 64 .<br />
control<br />
Thousand cankers disease is not present in Ontario. However, it<br />
is important to be prepared in the event that the disease complex<br />
finds its way into Canada. Monitor the health of black walnut trees<br />
on the property and look for signs and symptoms of disease. If<br />
you suspect that you have a black walnut tree<br />
infected with thousand cankers disease contact<br />
the CFIA and/or the OMNR. In areas infested<br />
by thousand cankers disease, infested walnut<br />
trees should be removed to eliminate sources<br />
of infection (Fig. 313). Walnut wood should be<br />
heat-treated and the bark should be removed.<br />
Walnut twig beetles complete their life cycle<br />
under the bark. Therefore, logs without bark will<br />
not support these insect vectors. Contaminated<br />
wood should never be moved outside of infested<br />
areas (Cranshaw & Tisserat, 2008).<br />
Figure 313: Controlling thousand<br />
cankers disease 100 .
5.0 INVASIVE SPECIES ACCOUNTS<br />
5.2.11<br />
Pear thrips<br />
(Taeniothrips inconsequens)<br />
Other common names:<br />
Fruit tree thrips<br />
Priority Rating: ModerAte<br />
<strong>identiFicAtion</strong><br />
Pear thrips (Taeniothrips inconsequens) are small, black insects<br />
that are approximately 1.5mm in length (Fig. 314). They spend<br />
part of their life cycle in the soil and part on hardwood trees.<br />
In the spring, adults emerge from the soil and enter tree buds.<br />
They feed on immature leaves and lay their eggs within leaf<br />
tissues. Larvae are clear and very hard to see. They eventually<br />
drop to the soil where they pupate and emerge as adults the<br />
following year (Hoover, 2002).<br />
Figure 314: Pear thrips in the adult 40 (left) and larva 40 (right) life stages.<br />
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iMPActs<br />
Pear thrips were introduced to North America from Eurasia in<br />
the early 1900’s (Palm & Gardescu, 2008). Sugar maple seems to<br />
be the preferred host for this exotic insect, although damage<br />
has been observed on a variety of other hardwoods such as<br />
beech, ash, serviceberry and cherry as well as on a variety of<br />
herbaceous plants commonly found in forest understories (Palm<br />
& Gardescu, 2008). The feeding adults cause leaves to crinkle and<br />
wilt (Fig. 315). Crown defoliation and yellowing is often a sign<br />
of a high density of pear<br />
thrips. Seed production<br />
and sap yields may also<br />
be adversely affected,<br />
which in turn could<br />
have negative effects<br />
on regeneration and<br />
future forest diversity.<br />
Hardwoods affected by<br />
pear thrips defoliation<br />
may be more susceptible<br />
to other insect pests<br />
and pathogens (Hoover,<br />
2002). Gardescu (2003)<br />
found that pear thrips<br />
were the primary cause<br />
of hardwood seedling<br />
mortality in a sugar<br />
maple forest in New York.<br />
Figure 315: Damage to maple leaves caused by pear<br />
thrips 102 .<br />
control<br />
Pear thrips can be very difficult to control when populations<br />
reach high densities. Insecticides are not very effective because<br />
the adults spend most of the time within the leaf buds and<br />
tissues. Furthermore, insecticides should not be applied to<br />
sugar maples in woodlots utilized for maple syrup production.<br />
In years of severe defoliation, maple syrup producers may have<br />
to avoid tapping infected trees to counteract the effect of the<br />
insects and prevent maple mortality (Hoover, 2002).<br />
Several native insects and fungal pathogens affect pear thrips<br />
in North America but more research is needed to determine<br />
whether they can be augmented to provide any level of<br />
biological control. However, heavy infestations seldom last for<br />
more than one year (Palm & Gardescu, 2008). More research on<br />
the potential long-term consequences of this invasive species<br />
is necessary.
6.0<br />
APPendices<br />
Appendix 1: <strong>Invasive</strong> plants considered a high priority for management based on their associated risks.<br />
<strong>Species</strong> Risk.Category Risk References<br />
Norway.maple .<br />
(Acer platanoides)<br />
Tree-of-heaven.<br />
(Ailanthus<br />
altissima)<br />
Garlic.mustard.<br />
(Alliaria petiolata)<br />
Economic<br />
Environmental<br />
Cause.reduced.hardwood.growth Galbraith-Kent.&.Handel,.2012<br />
Suppress.hardwood.regeneration<br />
Cause.the.loss.of.biodiversity<br />
Fang.&.Wang,.2011<br />
Galbraith-Kent.&.Handel,.2008<br />
Martin,.1999<br />
Reinhart.et.al..2005;.2006<br />
Wycoff.&.Webb,.1996<br />
Bertin.et.al..2005<br />
.Fang,.2005<br />
.Reinhart.et.al..2005<br />
.Wyckoff.&.Webb,.1996<br />
Affect.ecosystem.function Gómez-Aparicio.&.Canham,.2008a<br />
Economic Suppress.hardwood.regeneration<br />
Environmental<br />
Cause.the.loss.of.biodiversity<br />
Heisey,.1990<br />
Lawrence.et.al..1991<br />
Mergen,.1959<br />
Knapp.&.Canham,.2000<br />
Small.et.al..2010<br />
Affect.ecosystem.function Gómez-Aparicio.&.Canham,.2008b<br />
Social Impacts.on.human.health<br />
Economic<br />
Environmental<br />
Ballero.et.al..2003<br />
Derrick.&.Darley,.1994<br />
Cause.reduced.hardwood.growth Stinson.et.al..2006<br />
Suppress.hardwood.regeneration<br />
Meekins.&.McCarthy,.1999<br />
Stinson.et.al..2006<br />
Cause.the.loss.of.biodiversity Stinson.et.al..2007<br />
Affect.ecosystem.function<br />
Harm.species-at-risk<br />
Burke,.2008<br />
Cantor.et.al..2011<br />
Koch.et.al..2011<br />
Rodgers.et.al..2008<br />
Renwick,.2002<br />
Porter,.1994<br />
6.0<br />
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<strong>Species</strong> Risk.Category Risk References<br />
Barberry..<br />
(Berberis spp.)<br />
English.Ivy.<br />
(Hedera helix)<br />
Himalayan.<br />
balsam.<br />
(Impatiens<br />
glandulifera)<br />
Japanese.<br />
knotweed<br />
.(Fallopia<br />
japonica)<br />
Common.<br />
buckthorn.<br />
(Rhamnus<br />
cathartica)<br />
Periwinkle..<br />
(Vinca minor)<br />
Dogstrangling.vine.<br />
(Vincetoxicum<br />
spp.)<br />
Economic Cause.reduced.hardwood.growth Silander.Jr..&.Klepeis,.1999<br />
Environmental<br />
Cause.the.loss.of.biodiversity Kourtev.et.al..1998<br />
Affect.ecosystem.function<br />
Social Impacts.on.human.health<br />
Economic<br />
Cause.hardwood.mortality<br />
Suppress.hardwood.regeneration<br />
Environmental Cause.the.loss.of.biodiversity<br />
Social<br />
Appendix 1: cont’d.<br />
Impacts.on.human.health<br />
Affect.recreational.enjoyment<br />
Ehrenfeld.et.al..2001<br />
Kourtev.et.al..1998;.2002a;.2002b;.2003<br />
Elias.et.al..2006<br />
Williams.et.al..2009<br />
Schnitzer.&.Bongers,.2002<br />
Swearingen.&.Diedrich,.2006<br />
Thomas,.1980<br />
Dlugosch,.2005<br />
Schnitzer.&.Bongers,.2002<br />
Dlugosch,.2005<br />
Harmer.et.al..2001<br />
Thomas,.1980<br />
Swearingen.et.al..2010<br />
Economic Suppress.hardwood.regeneration Maule.et.al..2000<br />
Pyšek.&.Prach,.1995<br />
Environmental Cause.the.loss.of.biodiversity<br />
Economic Suppress.hardwood.regeneration<br />
Environmental Cause.the.loss.of.biodiversity<br />
Economic Suppress.hardwood.regeneration<br />
Environmental Cause.loss.of.biodiversity<br />
Environmental Affect.ecosystem.function<br />
Andrews.et.al..2009<br />
Clements.et.al..2008<br />
Perrins.et.al..1993<br />
Beerling.et.al..1994<br />
Weber,.2003<br />
Aguilera.et.al..2010<br />
Beerling.et.al..1994<br />
Maerz.et.al..2005<br />
Delanoy.&.Archibold,.2007<br />
Mascaro.&.Schnitzer,.2007<br />
Klionsky.et.al..2010<br />
Knight.et.al..2007<br />
Heneghan.et.al..2004;.2006;.2007<br />
Knight.et.al..2007<br />
Economic Suppress.hardwood.regeneration Darcy.&.Burkart,.2002<br />
Environmental Cause.loss.of.biodiversity Drake.et.al..2003<br />
Environmental Affect.ecosystem.function Bultman.&.DeWitt,.2008<br />
Economic Suppress.hardwood.regeneration DiTommaso.et.al..2005<br />
Environmental Cause.loss.of.biodiversity<br />
Cappuccino,.2004<br />
Kricsfalusy.&.Miller,.2010<br />
Environmental Affect.ecosystem.function Smith.et.al..2008<br />
Environmental Harm.a.species-at-risk<br />
DiTommaso.&.Losey,.2003<br />
Ladd.&.Cappuccino,.2005
Appendix 2: <strong>Invasive</strong> insects and pathogens considered a high priority for management based on their<br />
associated risks.<br />
<strong>Species</strong> Risk.Category Risk References<br />
Emerald.ash.borer.<br />
(Agrilus planipennis)<br />
Asian.long-horned.<br />
beetle.(Anoplophora<br />
glabripennis)<br />
Chestnut.Blight.<br />
(Cryphonectria<br />
parasitica)<br />
Gypsy.moth.<br />
(Lymantria dispar)<br />
APPENDICES<br />
Economic Cause.hardwood.mortality<br />
Environmental. Cause.loss.of.biodiversity<br />
Cappaert.et.al..2005<br />
MacFarlane.&.Meyer,.2005<br />
Poland.&.McCullough,.2006<br />
Raupp.et.al..2006<br />
Gandhi.&.Herms,.2010<br />
Kimoto.&.Duthie-Holt,.2006<br />
Poland.&.McCullough,.2006;.<br />
Social Interfere.with.a.traditional.lifestyle Herms.et.al..2004<br />
Social Reduce.aesthetic.values.of.the.forest<br />
Cartwell,.2007<br />
Economic Cause.reduced.hardwood.growth Dodds.&.Orwig,.2011<br />
Economic. Cause.hardwood.mortality<br />
Cartwell,.2007<br />
Hu.et.al..2009<br />
Raupp.et.al..2006<br />
Environmental. Cause.loss.of.biodiversity Kimoto.&.Duthie-Holt,.2006<br />
Social Interfere.with.a.traditional.lifestyle Cartwell,.2007<br />
Social. Reduce.aesthetic.values.of.the.forest<br />
Economic Cause.reduced.hardwood.growth<br />
Economic. Cause.hardwood.mortality<br />
Cartwell,.2007<br />
Nowak.et.al..2001<br />
McEwan.et.al..2006<br />
Paillet,.2002<br />
Tindall.et.al..2004<br />
Griffin,.2000<br />
Sinclair.&.Lyon,.2005<br />
Environmental. Cause.loss.of.biodiversity Sinclair.&.Lyon,.2005<br />
Environmental. Harm.a.species-at-risk<br />
OMNR,.2012b<br />
.Sinclair.&.Lyon,.2005<br />
Social Interfere.with.a.traditional.lifestyle Youngs,.2000<br />
Social Reduce.aesthetic.values.of.the.forest Anagnostakis,.1982;.1987<br />
Economic. Cause.reduced.hardwood.growth<br />
Economic. Cause.hardwood.mortality<br />
Social Reduce.aesthetic.values.of.the.forest<br />
Social. Affect.recreational.enjoyment<br />
Baker,.1941<br />
Tobin.&.Liebold,.2011<br />
Baker,.1941<br />
Davidson.et.al..1999<br />
Fajvan.&.Wood,.1996<br />
Tobin.&.Liebold,.2011<br />
Hollenhorst.et.al..1991<br />
Régnière.et.al..2009<br />
Leuschner.et.al..1996<br />
Régnière.et.al..2009<br />
Social. Impacts.on..human.health McManus.et.al..1989<br />
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<strong>Species</strong> Risk.Category Risk References<br />
Beech.bark.disease.<br />
(Neonectria faginata)<br />
Dutch.elm.disease.<br />
(Ophiostoma spp.)<br />
Elm.bark.beetles.<br />
(Scolytus spp.)<br />
Butternut.canker.<br />
(Ophiognomonia<br />
clavigignentijuglandacearum)<br />
Appendix 2: Cont’d.<br />
Economic. Cause.hardwood.mortality<br />
Economic Suppress.hardwood.regeneration<br />
Houston,.1994<br />
McCullough.et.al..2005<br />
Shigo,.1972<br />
Hane,.2003<br />
Nyland.et.al..2006<br />
Environmental. Cause.loss.of.biodiversity McCullough.et.al..2005<br />
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13.. Jody.Shimp,.Illinois.Department.of.Natural.Resources,.<br />
Bugwood.org<br />
14.. Walter.Muma,.Ontario.Trees.and.Shrubs,.http://<br />
ontariotrees.com<br />
15.. Chris.Evans,.Illinois.Wildlife.Action.Plan,.Bugwood.org<br />
16.. Karan.A..Rawlins,.University.of.Georgia,.Bugwood.org<br />
17.. Dave.Powell,.USDA.Forest.Service,.Bugwood.org<br />
18.. Gyorgy.Csoka,.Hungary.Forest.<strong>Research</strong>.<strong>Institute</strong>,.<br />
Bugwood.org<br />
19.. John.Cardina,.Ohio.State.Weed.Lab.Archive,.The.Ohio.<br />
State.University,.Bugwood.org<br />
20.. Walter.Muma,.Ontario.Wildflowers,.http://<br />
ontariowildflowers.com<br />
8.0<br />
PhotoGrAPhy credits<br />
21.. Allen.Bridgman,.South.Carolina.Department.of.Natural.<br />
Resources,.Bugwood.org<br />
22.. Steve.Manning,.<strong>Invasive</strong>.Plant.Control,.Bugwood.org<br />
23.. Mary.Burrows,.Montana.State.University,.Bugwood.org<br />
24.. Donna.R..Ellis,.University.of.Connecticut,.Bugwood.org<br />
25.. Forest.&.Kim.Starr,.Starr.Environmental,.Bugwood.org<br />
26.. Jil.Swearingen,.USDI.National.Park.Service,.Bugwood.org<br />
27.. Charles.T..Bryson,.USDA.Agricultural.<strong>Research</strong>.Service,.<br />
Bugwood.org<br />
28.. Deborah.L..Miller,.USDA.Forest.Service,.Bugwood.org<br />
29.. Thaddeus.Lewandowski,.Algoma.University.Alumni,.<br />
Sault.Ste..Marie<br />
30.. Louisiana.State.University.AgCenter.Archive,.Louisiana.<br />
State.University.AgCenter,.Bugwood.org<br />
31.. Thérèse.Arcand,.Natural.Resources.Canada,.Canadian.<br />
Forest.Service,.Laurentian.Forestry.Centre.<br />
32.. Robert.H..Mohlenbrock.@.USDA-NRCS.PLANTS/USDA.<br />
NRCS..1995..Northeast.wetland.flora:.Field.office.guide.<br />
to.plant.species..Northeast.National.Technical.Center,.<br />
Chester.<br />
33.. Bruce.Moltzan,.USDA.Forest.Service,.Bugwood.org<br />
34.. Vladimir.Petko,.V.N..Sukachev.<strong>Institute</strong>.of.Forest.SB.RAS,.<br />
Bugwood.org<br />
35.. Nancy.Loewenstein,.Auburn.University,.Bugwood.org<br />
36.. James.H..Miller.&.Ted.Bodner,.Southern.Weed.Science.<br />
Society,.Bugwood.org<br />
37.. Peggy.Greb,.USDA.Agricultural.<strong>Research</strong>.Service,.<br />
Bugwood.org<br />
38.. Erich.G..Valley,.USDA.Forest.Service.–.SRS-4552,.<br />
Bugwood.org<br />
39.. David.Cappaert,.Michigan.State.University,.Bugwood.org<br />
40.. Pennsylvania.Department.of.Conservation.and.Natural.<br />
Resources.–.Forestry.Archive,.Bugwood.org<br />
41.. Joseph.O’Brien,.USDA.Forest.Service,.Bugwood.org<br />
42.. Jared.Spokowsky,.New.York.State.Department.of.<br />
Agriculture.and.Markets,.Bugwood.org<br />
43.. Daniel.Herms,.The.Ohio.State.University,.Bugwood.org<br />
44.. Whitney.Cranshaw,.Colorado.State.University,.Bugwood.<br />
org<br />
45.. William.Jacobi,.Colorado.State.University,.Bugwood.org<br />
46.. Howard.Ensign.Evans,.Colorado.State.University,.<br />
Bugwood.org<br />
8.0<br />
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A GUIDE TO THE IDENTIFICATION AND CONTROL OF EXOTIC INVASIVE SPECIES IN ONTARIO’S HARDWOOD FORESTS<br />
47.. James.A..Copony,.Virginia.Department.of.Forestry,.<br />
Bugwood.org<br />
48.. John.H..Ghent,.USDA.Forest.Service,.Bugwood.org<br />
49.. Melody.Keena,.USDA.Forest.Service,.Bugwood.org<br />
50.. Michael.Bohne,.Bugwood.org<br />
51.. Kenneth.R..Law,.USDA.APHIS.PPQ,.Bugwood.org<br />
52.. Steven.Katovich,.USDA.Forest.Service,.Bugwood.org<br />
53.. Dennis.Haugen,.USDA.Forest.Service,.Bugwood.org<br />
54.. Dean.Morewood,.Health.Canada,.Bugwood.org<br />
55.. Natasha.Wright,.Florida.Department.of.Agriculture.and.<br />
Consumer.Services,.Bugwood.org<br />
56.. Donald.Duerr,.USDA.Forest.Service,.Bugwood.org<br />
57.. James.Solomon,.USDA.Forest.Service,.Bugwood.org<br />
58.. University.of.Arkansas.Forest.Entomology.Lab.Archive,.<br />
University.of.Arkansas,.Bugwood.org<br />
59.. Claude.Moffet,.Natural.Resources.Canada,.Canadian.<br />
Forest.Service,.Laurentian.Forestry.Centre<br />
60.. Larry.R..Barber,.USDA.Forest.Service,.Bugwood.org<br />
61.. USDA.Agricultural.<strong>Research</strong>.Service.Archive,.USDA.<br />
Agricultural.<strong>Research</strong>.Service,.Bugwood.org<br />
62.. Linda.Haugen,.USDA.Forest.Service,.Bugwood.org<br />
63.. USDA.Forest.Service.–.Region.8.–.Southern.Archive,.<br />
USDA.Forest.Service,.Bugwood.org<br />
64.. Natural.Resources.Canada,.Canadian.Forest.Service,.<br />
http://cfs.nrcan.gc.ca/<br />
65.. Paul.H..Peacher,.USDA.Forest.Service,.Bugwood.org<br />
66.. David.J..Moorhead,.University.of.Georgia,.Bugwood.org<br />
67.. Andrej.Kunca,.National.Forest.Centre.–.Slovakia,.<br />
Bugwood.org<br />
68.. Louis-Michel.Nageleisen,.Département.de.la.Santé.des.<br />
forêts,.Bugwood.org<br />
69.. USDA.Forest.Service.–.Northeastern.Area.Archive,.USDA.<br />
Forest.Service,.Bugwood.org<br />
70.. André.Carpentier,.Natural.Resources.Canada,.Canadian.<br />
Forest.Service,.Laurentian.Forestry.Centre<br />
71.. USDA.Forest.Service.–.North.Central.<strong>Research</strong>.Station.<br />
Archive,.USDA.Forest.Service,.Bugwood.org<br />
72.. Tom.Coleman,.USDA.Forest.Service,.Bugwood.org<br />
73.. Manfred.Mielke,.USDA.Forest.Service,.Bugwood.org<br />
74.. Milan.Zubrik,.Forest.<strong>Research</strong>.<strong>Institute</strong>.–.Slovakia,.<br />
Bugwood.org<br />
75.. Jeffrey.Fengler,.Connecticut.Agricultural.Experiment.<br />
Station.Archive,.Connecticut.Agricultural.Experiment.<br />
Station,.Bugwood.org<br />
76.. Ferenc.Lakatos,.University.of.West-Hungary,.Bugwood.<br />
org<br />
77.. USDA.Forest.Service.Archive,.USDA.Forest.Service,.<br />
Bugwood.org<br />
78.. Haruta.Ovidiu,.University.of.Oradea,.Bugwood.org<br />
79.. Ronald.F..Billings,.Texas.A&M.Forest.Service,.Bugwood.<br />
org<br />
80.. Mark.Robinson,.USDA.Forest.Service,.Bugwood.org<br />
81.. Rusty.Haskell,.University.of.Florida,.Bugwood.org<br />
82.. William.A..Carothers,.USDA.Forest.Service,.Bugwood.org<br />
83.. Robert.L..Anderson,.USDA.Forest.Service,.Bugwood.org<br />
84.. Tamla.Blunt,.Colorado.State.University,.Bugwood.org<br />
85.. Petr.Kapitola,.State.Phytosanitary.Administration,.<br />
Bugwood.org<br />
86.. Minnesota.Department.of.Natural.Resources.Archive,.<br />
Minnesota.Department.of.Natural.Resources,.Bugwood.<br />
org<br />
87.. Steven.Valley,.Oregon.Department.of.Agriculture,.<br />
Bugwood.org<br />
88.. Fabio.Stergulc,.Università.di.Udine,.Bugwood.org<br />
89.. Bruce.Watt,.University.of.Maine,.Bugwood.org<br />
90.. Edward.L..Barnard,.Florida.Department.of.Agriculture.<br />
and.Consumer.Services,.Bugwood.org<br />
91.. Curtis.Utley,.CSUE,.Bugwood.org<br />
92.. J.R..Baker.&.S.B..Bambara,.North.Carolina.State.<br />
University,.Bugwood.org<br />
93.. Ned.Tisserat,.Colorado.State.University,.Bugwood.org<br />
94.. Roland.J..Stipes,.Virginia.Polytechnic.<strong>Institute</strong>.and.State.<br />
University,.Bugwood.org<br />
95.. Shari.Halik,.University.of.Vermont<br />
96.. Ronald.S..Kelley,.Vermont.Department.of.Forests,.Parks.<br />
and.Recreation,.Bugwood.org
9.0<br />
AcronyMs<br />
CFIA. . Canadian.Food.Inspection.Agency<br />
CFS. . Canadian.Forest.Service<br />
DCH. . Department.of.Canadian.Heritage<br />
FGCA.. Forest.Gene.Conservation.Association<br />
FIAS. . Forest.<strong>Invasive</strong>.Alien.<strong>Species</strong><br />
.<br />
ISC. . <strong>Invasive</strong>.<strong>Species</strong>.Centre<br />
ISRI. . <strong>Invasive</strong>.<strong>Species</strong>.<strong>Research</strong>.<strong>Institute</strong><br />
NRCan. Natural.Resources.Canada<br />
GISD. . Global.<strong>Invasive</strong>.<strong>Species</strong>.Database<br />
MNDM. Ministry.of.Northern.Development.and.Mines<br />
MOE. . Ministry.of.the.Environment<br />
NCC. . Nature.Conservancy.of.Canada<br />
OFAH.. Ontario.Federation.of.Anglers.and.Hunters<br />
OMAFRA. Ontario.Ministry.of.Agriculture.and.Rural.Affairs<br />
OMNR. Ontario.Ministry.of.Natural.Resources<br />
OWA. . Ontario.Woodlot.Association<br />
PMRA.... Pest.Management.Regulatory.Agency<br />
USDA.. United.States.Department.of.Agriculture<br />
9.0<br />
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