OOS 61-2 - Mesophication: how are the functional conditions of forests changing across the eastern US landscape?

There is a growing body of evidence that mesic tree species are increasing in importance across much of the eastern US. This increase is often observed in tandem with a decrease in the abundance and importance of species often considered to be better adapted to disturbance and drier conditions (e.g., Quercus species). Concern over this transition is related to several factors, including the potential that this transition is self-reinforcing (termed “mesophication”), will result in decreased resiliency of forests to a variety of disturbances, and may negatively impact ecosystem functioning, timber value, and wildlife habitat. Evidence for shifts in composition provide broad-scale support for mesophication, but we lack information on the fine-scale factors that drive the associated functional changes. Understanding this variability is particularly important as managers work to develop site-and condition-specific management practices to target stands or portions of the landscape where this transition is occurring or is likely to occur in the future.
To address this knowledge gap and identify forests that are most susceptible to mesophication (which we evaluate as a functional shift to less drought or fire tolerant, or more shade tolerant, forests), we used data from the USDA Forest Service Forest Inventory and Analysis program to determine what fine-scale factors impact the rate (change through time) and degree (difference between the overstory and midstory) of change in eastern US forests. We found that mesophication varies along stand and environmental gradients, but this relationship depended on the functional trait examined. For example, shade and drought tolerance suggest mesophication is greatest at sites with more acidic soils, while fire tolerance suggests mesophication increases with soil pH. Mesophication was also generally more pronounced in older stands, stands with more variable diameters, and in wetter sites, but plots categorized as “hydric” were often highly variable. Additionally, we often found that the method for evaluating changes associated with mesophication (i.e., based on change through time versus comparisons between strata) resulted in differing relationships. Our results provide evidence that stand-scale conditions impact both current and potential future changes in trait conditions and composition across eastern US forests, but not always in consistent or expected ways.