Ecological dynamics
U.S. National Vegetation Classification (USNVC) associations that are consistent with reference conditions on this ecological site include CEGL007927 Quercus falcata - Quercus alba - Carya tomentosa / Oxydendrum arboreum. This concept is closely related to the reference state (USNVC 2022).
MATURE FORESTS
The reference state supports a closed to partly open canopy acidic oak-hickory forest with a greater proportion of dry-site oaks than is typical of moister oak-hickory forest types. Important canopy species include southern red oak (Quercus falcata), white oak (Quercus alba), black oak (Quercus velutina), and post oak (Quercus stellata). These are among the driest oak-hickory forests in the region. Mesophytic oaks less drought-tolerant than white oak (Q. alba) (e.g., northern red oak (Quercus rubra)), are usually absent or scarce. Hickory (Carya spp.), though consistently present, is typically a minor component of the canopy. Of the hickory species, mockernut hickory (Carya tomentosa) and pignut hickory (Carya glabra) are usually most abundant.
In mature stands, pines are typically scattered throughout the forest. Loblolly pine (Pinus taeda) and shortleaf pine (P. echinata) are the principle species in most of the thermic soil temperature regime portion of the MLRA. According to historical accounts and witness tree records, the importance of the pine component naturally increases, though very gradually, from north to south. Shortleaf pine likely dominated the pine component in the past, though loblolly is of equal or greater importance in contemporary stands. Prior to the European settlement, loblolly pine was largely confined to drainageways and adjacent lower slopes in the uplands of the Southern Piedmont.
The understory is dominated by acid-loving species. Typical of the subcanopy are sourwood (Oxydendrum arboreum), flowering dogwood (Cornus florida), blackgum (Nyssa sylvatica), sassafras (Sassafras albidum), red maple (Acer rubrum), and hickory (Carya spp.). The shrub layer is generally dominated by members of the heath family. Characteristic species include deerberry (Vaccinium stamineum), Blue Ridge blueberry (Vaccinium pallidum), farkleberry (Vaccinium arboreum), and in the lower Piedmont small black blueberry (Vaccinium tenellum). Basic indicator species are absent or scarce.
Unless fire has been reintroduced, the herb layer is typically sparse. Representative species include striped prince's pine (Chimaphila maculata), ebony spleenwort (Asplenium platyneuron), and rattlesnakeweed (Hieracium venosum). In fire maintained stands, grasses such as poverty oatgrass (Danthonia spicata), rosettegrasses (Dichanthelium spp.), and Indiangrass (Sorghastrum nutans) typically become more important in the herb layer. Representative forbs in fire-maintained stands include devil's grandmother (Elephantopus tomentosus), anisescented goldenrod (Solidago odora), gray goldenrod (Solidago nemoralis), woodland sunflower (Helianthus divaricatus), woman's tobacco (Antennaria plantaginifolia), hairy bedstraw (Galium pilosum), and several species of lespedeza (Lespedeza spp.) and ticktrefoil (Desmodium spp.).
DYNAMICS OF NATURAL SUCCESSION AND FIRE ECOLOGY
On Piedmont uplands, the historical influence of fire on successional dynamics was likely expressed on a continuum, from dry to moist, where moist or sheltered sites were shaped more by gap-driven dynamics and dry or exposed sites more by fire. On intermediate sites, such as those associated with this ecological site, their respective influence on successional dynamics probably fell somewhere in between. While the historic fire return interval is thought to be relatively similar across most of the Southern Piedmont uplands, drier sites were more prone to fire and hence burned more completely and at higher intensities than moister sites.
Like other oak-hickory forests in the region, small-scale natural disturbances such as windthrow, drought, and disease, are important drivers of natural succession in contemporary stands. Presumably these localized events made a rather large contribution to the disturbance regime in the past, though fire likely had shared influence in shaping the competitive environment for plants on this ecological site.
In the past, regular low-intensity fires would have kept the understory somewhat more open than at present and constrained the growth of fire-intolerant woody species. Periodic severe fires would have likely occurred during unusually dry and windy conditions, presumably resulting in catastrophic tree mortality and stand replacing changes. The reduction in the frequency of fires over the past century has allowed shade-tolerant, fire-sensitive trees such as red maple (Acer rubrum), American beech (Fagus grandifolia), and American holly (Ilex opaca) to become more abundant in many upland forests in the Southeast.
A combination of prescribed burns and selective removals can open up the understory and constrain the growth of fire-intolerant opportunistic species, thereby restoring the health and vigor of forests that evolved under a more regular fire regime.
YOUNG SECONDARY FORESTS
On relatively undisturbed sites, stands are uneven-aged, with at least some old trees present. In areas that were cultivated in the recent past, even-aged pine stands dominate the landscape, being replaced by oaks and hickories only as the pines die.
In general, young secondary forests on this ecological site are dominated by loblolly and shortleaf pines, along with opportunistic hardwoods such as sweetgum (Liquidambar styraciflua) and red maple (Acer rubrum). Oaks and hickories are usually confined to the understory of young secondary stands. Their growth is temporarily suppressed by the cover of faster growing tree species.
In the central Piedmont of North Carolina and Virginia, Virginia pine (P. virginiana) becomes increasingly important in young secondary stands, particularly in the Carolina Slate Belt and even more so in regions to the west or north. In regions further south, loblolly pine is typically the more competitive pioneer under most site conditions, apart from higher elevation areas of the upper Piedmont where Virginia pine becomes more abundant (Oosting 1942; Nelson 1957; Wharton 1978; Golden 1979; Barry 1980; Peet and Christensen 1980, 1987; Schafale and Weakley 1990; Cowell 1998; Spira 2011; Fleming 2012; Guyette et al. 2012; Schafale 2012a, 2012b; Edwards et al. 2013; Vander Yacht et al. 2020; Fleming et al. 2021; Greenberg et al. 2021; Spooner et al. 2021).
SPECIES LIST
Canopy layer: Quercus falcata, Quercus alba, Quercus velutina, Quercus stellata, Carya tomentosa, Carya glabra, Pinus echinata, Pinus taeda, Pinus virginiana,
Subcanopy layer: Oxydendrum arboreum, Cornus florida, Nyssa sylvatica, Sassafras albidum, Acer rubrum, Carya spp., Fagus grandifolia,
Shrub layer: Vaccinium stamineum, Vaccinium pallidum, Vaccinium arboreum, Vaccinium tenellum, Gaylussacia dumosa, Viburnum acerifolium, Hypericum hypericoides ssp. multicaule, Gaylussacia baccata,
Vines/lianas: Smilax glauca, Vitis rotundifolia, Gelsemium sempervirens, Smilax bona-nox, Lonicera japonica (I),
Herb layer - forbs: Chimaphila maculata, Asplenium platyneuron, Hieracium venosum, Desmodium nudiflorum, Desmodium rotundifolium, Desmodium laevigatum, Tipularia discolor, Erythronium umbilicatum, Lespedeza virginica, Lespedeza hirta, Elephantopus tomentosus, Solidago odora, Solidago nemoralis, Helianthus divaricatus, Antennaria plantaginifolia, Galium pilosum, Hypoxis hirsuta, Epigaea repens, Hieracium gronovii, Uvularia puberula, Coreopsis major, Goodyera pubescens, Vernonia glauca, Cunila origanoides, Lespedeza cuneata (I),
Herb layer - graminoids: Danthonia spicata, Danthonia sericea, Dichanthelium spp., Carex nigromarginata, Carex albicans, Andropogon ternarius, Sorghastrum nutans, Schizachyrium scoparium, Saccharum alopecuroides, Saccharum brevibarbe var. contortum,
(I) = introduced
State 1
Reference State
This mature forest state supports an oak-hickory forest with a greater proportion of dry-site oaks than is typical of moister oak-hickory forest types, with a much smaller contribution from hickories and pines
Characteristics and indicators. Stands are uneven-aged with at least some old trees present. Pines make up a minority of the canopy cover.
Resilience management. Deer population management is critical to sustaining the diversity of herbaceous understory species.
Community 1.1
Dry Acidic Oak-Hickory Forest - Fire Maintained Phase
This is a mature forest community/phase with a partially open canopy. Regular low-intensity fires have been reintroduced, keeping the understory open, increasing the cover and diversity of herbaceous species and limiting the importance of fire-intolerant woody species.
Resilience management. This community/phase is maintained through regular prescribed burns. The recruitment of fire-adapted oaks and pines benefits from regular low-intensity ground fires, as these forests evolved under a more regular fire regime. Tree ring data suggests that the mean fire return interval of the past in the Southern Piedmont is approximately 6 years, though the actual return interval varied from 3 to 16 years. To approximate the pre-colonial fire regime, prescribed burns should be carried out every 4 to 8 years.
Forest overstory. The overstory is dominated by upland oaks. Representative species include southern red oak (Quercus falcata), white oak (Quercus alba), black oak (Quercus velutina), and post oak (Quercus stellata). Hickories and pines make a smaller contribution to the canopy. Mockernut hickory (Carya tomentosa) and pignut hickory (Carya glabra) are most representative of the hickory component, while shortleaf pine (Pinus echinata) is most representative of the pine component.
Forest understory. Representative understory tree species include sourwood (Oxydendrum arboreum), flowering dogwood (Cornus florida), blackgum (Nyssa sylvatica), and sassafras (Sassafras albidum).
Representative understory shrub species include deerberry (Vaccinium stamineum), Blue Ridge blueberry (Vaccinium pallidum), farkleberry (Vaccinium arboreum), mapleleaf viburnum (Viburnum acerifolium), and St. Andrew's cross (Hypericum hypericoides ssp. multicaule).
The herb layer is usually denser and grassier than in the fire suppressed phase.
Dominant plant species
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southern red oak (Quercus falcata), tree
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white oak (Quercus alba), tree
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black oak (Quercus velutina), tree
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post oak (Quercus stellata), tree
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mockernut hickory (Carya tomentosa), tree
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shortleaf pine (Pinus echinata), tree
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sourwood (Oxydendrum arboreum), tree
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flowering dogwood (Cornus florida), tree
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blackgum (Nyssa sylvatica), tree
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sassafras (Sassafras albidum), tree
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deerberry (Vaccinium stamineum), shrub
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Blue Ridge blueberry (Vaccinium pallidum), shrub
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farkleberry (Vaccinium arboreum), shrub
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small black blueberry (Vaccinium tenellum), shrub
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mapleleaf viburnum (Viburnum acerifolium), shrub
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St. Andrew's cross (Hypericum hypericoides ssp. multicaule), shrub
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dwarf huckleberry (Gaylussacia dumosa), shrub
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evening trumpetflower (Gelsemium sempervirens), shrub
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blackberry (Rubus), shrub
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poverty oatgrass (Danthonia spicata), grass
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downy danthonia (Danthonia sericea), grass
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rosette grass (Dichanthelium), grass
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black edge sedge (Carex nigromarginata), grass
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whitetinge sedge (Carex albicans), grass
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splitbeard bluestem (Andropogon ternarius), grass
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little bluestem (Schizachyrium scoparium), grass
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Indiangrass (Sorghastrum nutans), grass
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silver plumegrass (Saccharum alopecuroides), grass
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sortbeard plumegrass (Saccharum brevibarbe var. contortum), grass
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ticktrefoil (Desmodium), other herbaceous
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lespedeza (Lespedeza), other herbaceous
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rattlesnakeweed (Hieracium venosum), other herbaceous
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crippled cranefly (Tipularia discolor), other herbaceous
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dimpled troutlily (Erythronium umbilicatum), other herbaceous
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devil's grandmother (Elephantopus tomentosus), other herbaceous
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anisescented goldenrod (Solidago odora), other herbaceous
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gray goldenrod (Solidago nemoralis), other herbaceous
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woodland sunflower (Helianthus divaricatus), other herbaceous
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woman's tobacco (Antennaria plantaginifolia), other herbaceous
Community 1.2
Dry Acidic Oak-Hickory Forest - Fire Suppressed Phase
This is a closed canopy mature forest community/phase. This phase accounts for the majority of contemporary examples. Canopy cover is higher than in stands in which fire has been reintroduced. The pine component can have a greater proportion of loblolly or Virginia pine and the understory usually contains a greater proportion of fire-intolerant species. The herbaceous understory is typically sparse.
Forest overstory. The overstory is dominated by upland oaks. Representative species include southern red oak (Quercus falcata), white oak (Quercus alba), black oak (Quercus velutina), and post oak (Quercus stellata). Hickories and pines make a smaller contribution to the canopy. Mockernut hickory (Carya tomentosa) and pignut hickory (Carya glabra) are most representative of the hickory component, while loblolly pine (Pinus taeda) and shortleaf pine (Pinus echinata) are most representative of the pine component. In portions of the MLRA, Virginia pine (Pinus virginiana) can be equally important in fire suppressed stands.
Forest understory. Representative understory tree species include sourwood (Oxydendrum arboreum), flowering dogwood (Cornus florida), and blackgum (Nyssa sylvatica), along with fire-intolerant species such as red maple (Acer rubrum) and American beech (Fagus grandifolia).
Representative understory shrub species include deerberry (Vaccinium stamineum), Blue Ridge blueberry (Vaccinium pallidum), farkleberry (Vaccinium arboreum), American holly (Ilex opaca), and mapleleaf viburnum (Viburnum acerifolium), along with several vines.
The herb layer is sparser overall and is less grassy than in the fire maintained phase.
Dominant plant species
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southern red oak (Quercus falcata), tree
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white oak (Quercus alba), tree
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black oak (Quercus velutina), tree
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post oak (Quercus stellata), tree
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loblolly pine (Pinus taeda), tree
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sourwood (Oxydendrum arboreum), tree
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red maple (Acer rubrum), tree
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mockernut hickory (Carya tomentosa), tree
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flowering dogwood (Cornus florida), tree
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American beech (Fagus grandifolia), tree
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deerberry (Vaccinium stamineum), shrub
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Blue Ridge blueberry (Vaccinium pallidum), shrub
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farkleberry (Vaccinium arboreum), shrub
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American holly (Ilex opaca), shrub
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cat greenbrier (Smilax glauca), shrub
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small black blueberry (Vaccinium tenellum), shrub
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muscadine (Vitis rotundifolia), shrub
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mapleleaf viburnum (Viburnum acerifolium), shrub
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dwarf huckleberry (Gaylussacia dumosa), shrub
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black edge sedge (Carex nigromarginata), grass
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whitetinge sedge (Carex albicans), grass
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striped prince's pine (Chimaphila maculata), other herbaceous
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ebony spleenwort (Asplenium platyneuron), other herbaceous
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crippled cranefly (Tipularia discolor), other herbaceous
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dimpled troutlily (Erythronium umbilicatum), other herbaceous
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trailing arbutus (Epigaea repens), other herbaceous
Pathway 1.1A
Community 1.1 to 1.2
Long-term exclusion of fire causes an increase in fire-intolerant understory species and a deterioration of the abundance and diversity of herbaceous species.
Pathway 1.2A
Community 1.2 to 1.1
The fire suppressed phase can be managed towards the fire maintained phase through a combination of prescribed burns and selective removals. To approximate the pre-colonial fire regime, prescribed burns should be carried out every 4 to 8 years.
Context dependence. After decades of fire suppression, most upland hardwood forests of the Southeast have undergone mesophication, or succession toward forest systems that are less apt to burn. If prescribed fire is to be used as a management tool in fire suppressed ecosystems of the Piedmont, planning will be needed in some forest systems to overcome the effects of mesophication in the early stages of fire reintroduction.
State 2
Secondary Succession State
This state develops in the immediate aftermath of agricultural abandonment, clearcut logging, or other large-scale disturbances that lead to canopy removal. Which species colonize a particular location in the wake of a disturbance does involve a considerable degree of chance. It also depends a great deal on the type, duration, and magnitude of the disturbance event.
Characteristics and indicators. Plant age distribution is even. Plants exhibit pioneering traits such as rapid growth, early reproduction, and shade-intolerance.
Community 2.1
Old-field Pine-Hardwood Forest Phase
This forested successional phase develops in the wake of long-term agricultural abandonment or other large-scale disturbances that have led to canopy removal in the recent past. Stands are even-aged and species diversity is low. The canopy is usually dominated by pines, though opportunistic hardwoods can also be important, particularly in the early stages of tree establishment. Species that exhibit pioneering traits are usually most abundant.
Forest overstory. The overstory is dominated by pines. Loblolly pine (Pinus taeda) is the most characteristic species, followed by shortleaf pine (P. echinata), and to the north and west Virginia pine (P. virginiana).
Forest understory. Common understory tree species include red maple (Acer rubrum), blackgum (Nyssa sylvatica), sweetgum (Liquidambar styraciflua), and sassafras (Sassafras albidum). Seedlings of oaks and hickories are usually present in the understory. These seedlings are released gradually as the forest matures and the pines begin to die off.
In the shrub layer, representative species include various blueberries (Vaccinium spp.), American holly (Ilex opaca), Sassafras (Sassafras albidum), and several vines.
Dominant plant species
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loblolly pine (Pinus taeda), tree
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Virginia pine (Pinus virginiana), tree
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shortleaf pine (Pinus echinata), tree
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red maple (Acer rubrum), tree
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sweetgum (Liquidambar styraciflua), tree
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blackgum (Nyssa sylvatica), tree
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sassafras (Sassafras albidum), tree
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eastern redcedar (Juniperus virginiana), tree
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southern red oak (Quercus falcata), tree
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mockernut hickory (Carya tomentosa), tree
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muscadine (Vitis rotundifolia), shrub
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Japanese honeysuckle (Lonicera japonica), shrub
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blueberry (Vaccinium), shrub
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evening trumpetflower (Gelsemium sempervirens), shrub
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greenbrier (Smilax), shrub
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American holly (Ilex opaca), shrub
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striped prince's pine (Chimaphila maculata), other herbaceous
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ebony spleenwort (Asplenium platyneuron), other herbaceous
Community 2.2
Shrub-dominated Successional Phase
This successional phase is dominated by shrubs and vines, along with seedlings of opportunistic hardwoods and pines. It typically develops beginning in the third year after agricultural abandonment or clearcut logging. It grades into the forested successional phase as tree seedlings become saplings and begin to occupy more of the canopy cover.
Forest overstory. Species composition varies considerably from location to location. Non-native species usually occupy some portion of the vine or shrub cover in most examples.
Dominant plant species
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loblolly pine (Pinus taeda), tree
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Callery pear (Pyrus calleryana), tree
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sweetgum (Liquidambar styraciflua), tree
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eastern redcedar (Juniperus virginiana), tree
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winged elm (Ulmus alata), tree
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silktree (Albizia julibrissin), tree
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black cherry (Prunus serotina), tree
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tree of heaven (Ailanthus altissima), tree
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Chinaberrytree (Melia azedarach), tree
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Chickasaw plum (Prunus angustifolia), tree
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blackberry (Rubus), shrub
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rose (Rosa), shrub
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Japanese honeysuckle (Lonicera japonica), shrub
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winged sumac (Rhus copallinum), shrub
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evening trumpetflower (Gelsemium sempervirens), shrub
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greenbrier (Smilax), shrub
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grape (Vitis), shrub
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sassafras (Sassafras albidum), shrub
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trumpet creeper (Campsis radicans), shrub
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smooth sumac (Rhus glabra), shrub
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Johnsongrass (Sorghum halepense), grass
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broomsedge bluestem (Andropogon virginicus), grass
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Canada goldenrod (Solidago altissima), other herbaceous
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dogfennel (Eupatorium capillifolium), other herbaceous
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aster (Symphyotrichum), other herbaceous
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sericea lespedeza (Lespedeza cuneata), other herbaceous
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Indianhemp (Apocynum cannabinum), other herbaceous
Community 2.3
Herbaceous Early Successional Phase
This transient community is composed of the first herbaceous invaders in the aftermath of agricultural abandonment, clearcut logging, or other large-scale natural disturbances that lead to canopy removal.
Species composition is highly variable at this stage of succession. In addition to the named species, other herbaceous pioneers common to this ecological site include dwarf dandelion (Krigia virginica), camphorweed (Heterotheca subaxillaris), evening primrose (Oenothera spp.), hairy cat's ear (Hypochaeris radicata), dwarf cinquefoil (Potentilla canadensis), common mullein (Verbascum thapsus), Queen Anne's lace (Daucus carota), cudweed (Pseudognaphalium spp.), slender yellow woodsorrel (Oxalis dillenii), Brazilian vervain (Verbena brasiliensis), morning-glory (Ipomoea spp.), garden cornflower (Centaurea cyanus), Small's ragwort (Packera anonyma), several species of thoroughwort (Eupatorium spp.), and many others.
Resilience management. If the user wishes to maintain this community/phase for wildlife or pollinator habitat, a prescribed burn, mowing, or prescribed grazing will be needed at least once annually to prevent community pathway 2.3A. To that end, as part of long-term maintenance, periodic overseeding of wildlife or pollinator seed mixtures can be helpful in ensuring the viability of certain desired species and maintaining the desired composition of species for user goals.
Dominant plant species
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Japanese honeysuckle (Lonicera japonica), shrub
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greenbrier (Smilax), shrub
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broomsedge bluestem (Andropogon virginicus), grass
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hairy crabgrass (Digitaria sanguinalis), grass
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smooth crabgrass (Digitaria ischaemum), grass
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southern crabgrass (Digitaria ciliaris), grass
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Japanese bristlegrass (Setaria faberi), grass
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Johnsongrass (Sorghum halepense), grass
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lovegrass (Eragrostis), grass
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annual bluegrass (Poa annua), grass
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American burnweed (Erechtites hieraciifolius), other herbaceous
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American pokeweed (Phytolacca americana), other herbaceous
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dogfennel (Eupatorium capillifolium), other herbaceous
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Canada goldenrod (Solidago altissima), other herbaceous
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aster (Symphyotrichum), other herbaceous
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fleabane (Erigeron), other herbaceous
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sericea lespedeza (Lespedeza cuneata), other herbaceous
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Carolina horsenettle (Solanum carolinense), other herbaceous
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Canadian horseweed (Conyza canadensis), other herbaceous
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annual ragweed (Ambrosia artemisiifolia), other herbaceous
Pathway 2.1A
Community 2.1 to 2.3
The old-field pine-hardwood forest phase can return to the herbaceous early successional phase through clearcut logging or other large-scale disturbances that cause canopy removal.
Context dependence. Note: if the user wishes to use this community pathway to create wildlife or pollinator habitat, please contact a local NRCS office for a species list specific to the area of interest and user needs.
Pathway 2.2A
Community 2.2 to 2.1
The shrub-dominated successional phase naturally moves towards the old-field pine-hardwood forest through natural succession.
Pathway 2.2B
Community 2.2 to 2.3
The shrub-dominated successional phase can return to the herbaceous early successional phase through brush management, including herbicide application, mechanical removal, prescribed grazing, or fire.
Context dependence. Note: if the user wishes to use this community pathway to create wildlife or pollinator habitat, please contact a local NRCS office for a species list specific to the area of interest and user needs.
If the user wishes to maintain the shrub-dominated successional phase long term, for wildlife habitat or other uses, periodic use of this community pathway is necessary to prevent community pathway 2.2A, which happens inevitably unless natural succession is set back through disturbance.
Pathway 2.3A
Community 2.3 to 2.2
The herbaceous early successional phase naturally moves towards the shrub-dominated successional phase through natural succession. The process takes approximately 3 years on average, barring any major disturbances capable of inhibiting natural succession.
State 3
High-graded Hardwood Forest State
This state develops as a consequence of high-grading, where the most valuable trees are removed, leaving less desirable timber specimens behind. Trees left behind include undesirable timber species, trees of poor form, diseased trees, or genetically inferior trees.
Characteristics and indicators. Typically, high-graded stands consist of a combination of residual stems from the previous stand, a high proportion of undesirable shade-tolerant species, along with some regrowth from desirable timber species. In some cases, large-diameter trees of desirable timber species may be present, but upon closer inspection, these trees usually have serious defects that resulted in their being left behind in earlier cuts.
Resilience management. Landowners with high-graded stands have two options for improving timber production: 1) rehabilitate, or 2) regenerate. To rehabilitate a stand, the landowner must evaluate existing trees to determine if rehabilitation is justified. If the proportion of high-quality specimens present in the stand is low, then the stand should be regenerated. In many cases, poor quality of the existing stand is the result of decades of mismanagement. Drastic measures are often required to get the stand back into good timber production.
Dominant plant species
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red maple (Acer rubrum), tree
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blackgum (Nyssa sylvatica), tree
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common persimmon (Diospyros virginiana), tree
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sourwood (Oxydendrum arboreum), tree
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flowering dogwood (Cornus florida), tree
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eastern redcedar (Juniperus virginiana), tree
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sweetgum (Liquidambar styraciflua), tree
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oak (Quercus), tree
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hybrid hickory (Carya), tree
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pine (Pinus), tree
State 4
Managed Pine Plantation State
This converted state is dominated by planted timber trees. Loblolly pine (Pinus taeda) is the most commonly planted species. Even-aged management is the most common timber management system.
Note: if the user wishes to convert stands dominated by hardwoods to planted pine, clearcutting will usually be necessary first, allowing herbaceous pioneers to establish on the site in the weeks or months prior to planting. Users should utilize measures described in transition T2B under these circumstances.
Resilience management. Hardwood Encroachment:
Hardwood encroachment can be problematic in managed pine plantations. Good site preparation, proper stocking, and periodic thinning are advisable to reduce hardwood competition.
Overstocking:
The overstocked condition commonly occurs in naturally regenerated stands. When competition from other pines begins to impact the health and productivity of the stand, precommercial thinning should be considered. At this point, the benefit of thinning usually outweighs the potential for invasion and competition from non-pine species. As the target window for thinning passes, the condition of the stand can slowly deteriorate if no action is taken. Under long-term overstocked conditions, trees are more prone to stresses, including pine bark beetle infestation and damage from wind or ice.
High-grading:
In subsequent commercial thinnings, care should be taken in tree selection. High quality specimens should be left to reach maturity, while slower growing trees or those with defects should be removed sooner. If high quality specimens are harvested first, trees left behind are often structurally unsound, diseased, genetically inferior, or of poor form. This can have long-term implications for tree genetics and for the condition of the stand (Felix III 1983; Miller et al. 1995, 2003; Megalos 2019).
Dominant plant species
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loblolly pine (Pinus taeda), tree
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sweetgum (Liquidambar styraciflua), tree
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red maple (Acer rubrum), tree
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blackgum (Nyssa sylvatica), tree
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eastern redcedar (Juniperus virginiana), tree
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sassafras (Sassafras albidum), tree
-
flowering dogwood (Cornus florida), tree
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oak (Quercus), tree
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hybrid hickory (Carya), tree
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blueberry (Vaccinium), shrub
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grape (Vitis), shrub
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Japanese honeysuckle (Lonicera japonica), shrub
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greenbrier (Smilax), shrub
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blackberry (Rubus), shrub
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evening trumpetflower (Gelsemium sempervirens), shrub
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St. Johnswort (Hypericum), shrub
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American beautyberry (Callicarpa americana), shrub
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rosette grass (Dichanthelium), grass
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littlehead nutrush (Scleria oligantha), grass
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longleaf woodoats (Chasmanthium sessiliflorum), grass
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silver plumegrass (Saccharum alopecuroides), grass
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broomsedge bluestem (Andropogon virginicus), grass
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striped prince's pine (Chimaphila maculata), other herbaceous
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ebony spleenwort (Asplenium platyneuron), other herbaceous
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sericea lespedeza (Lespedeza cuneata), other herbaceous
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aster (Symphyotrichum), other herbaceous
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thoroughwort (Eupatorium), other herbaceous
State 5
Pasture/Hayland State
This converted state is dominated by herbaceous forage species.
Resilience management. Overgrazing and High Foot Traffic:
In areas that are subject to high foot traffic from livestock and equipment, and/or long-term overgrazing, unpalatable weedy species tend to invade, as most desirable forage species are less competitive under these conditions. High risk areas include locations where livestock congregate for water, shade, or feed, and in travel lanes, gates, and other areas of heavy use. Plant species that are indicative of overgrazing or excessive foot traffic on this ecological site include buttercup (Ranunculus spp.), plantain (Plantago spp.), curly dock (Rumex crispus), sneezeweed (Helenium amarum), cudweed (Pseudognaphalium spp.), slender yellow woodsorrel (Oxalis dillenii), Carolina horsenettle (Solanum carolinense), Virginia pepperweed (Lepidium virginicum), black medick (Medicago lupulina), Japanese clover (Kummerowia striata), annual bluegrass (Poa annua), poverty rush (Juncus tenuis), rattail fescue (Vulpia myuros), and Indian goosegrass (Eleusine indica), among others. A handful of desirable forage species are also tolerant of heavy grazing and high foot traffic, including white clover (Trifolium repens), dallisgrass (Paspalum dilatatum), and bermudagrass (Cynodon dactylon). An overabundance of these species, along with poor plant vigor and areas of bare soil, may imply that excessive foot traffic and/or overgrazing is a concern, either in the present or in the recent past.
Soil Fertility and pH Management:
Like overgrazing and excessive foot traffic, inadequate soil fertility and pH management can lead to invasion from several common weeds of pastures and hayfields. Species indicative of poor soil fertility and/or suboptimal pH on this ecological site include broomsedge bluestem (Andropogon virginicus), sweet vernalgrass (Anthoxanthum odoratum), dogfennel (Eupatorium capillifolium), Japanese clover (Kummerowia striata), common sheep sorrel (Rumex acetosella), and Carolina horsenettle (Solanum carolinense), among others. Most of these weedy invaders do not compete well in dense, rapidly growing pastures and hayfields. By maintaining soil fertility and pH, managing grazing to favor desirable forage species, and clipping behind grazing rotations when needed, forage grasses and forbs can usually outcompete weedy invaders.
Brush Encroachment:
Brush encroachment can be problematic in some pastures, particularly near fence lines where there is often a ready seed source. Pastures subject to low stocking density and long-duration grazing rotations can also be susceptible to encroachment from woody plants. Shorter grazing rotations of higher stocking density can help alleviate pressure from shrubs and vines with low palatability or thorny stems. Clipping behind grazing rotations, annual brush hogging, and multispecies grazing systems (cattle with or followed by goats) can also be helpful. Common woody invaders of pasture on this ecological site include rose (Rosa spp.), blackberry (Rubus spp.), saw greenbrier (Smilax bona-nox), Japanese honeysuckle (Lonicera japonica), common persimmon (Diospyros virginiana), eastern redcedar (Juniperus virginiana), and black cherry (Prunus serotina).
Dominant plant species
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tall fescue (Schedonorus arundinaceus), grass
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Bermudagrass (Cynodon dactylon), grass
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dallisgrass (Paspalum dilatatum), grass
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orchardgrass (Dactylis glomerata), grass
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perennial ryegrass (Lolium perenne), grass
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hairy crabgrass (Digitaria sanguinalis), grass
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Johnsongrass (Sorghum halepense), grass
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purpletop tridens (Tridens flavus), grass
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bahiagrass (Paspalum notatum), grass
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broomsedge bluestem (Andropogon virginicus), grass
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sweet vernalgrass (Anthoxanthum odoratum), grass
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white clover (Trifolium repens), other herbaceous
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red clover (Trifolium pratense), other herbaceous
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vetch (Vicia), other herbaceous
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narrowleaf plantain (Plantago lanceolata), other herbaceous
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dogfennel (Eupatorium capillifolium), other herbaceous
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field clover (Trifolium campestre), other herbaceous
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black medick (Medicago lupulina), other herbaceous
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common dandelion (Taraxacum officinale), other herbaceous
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wild garlic (Allium vineale), other herbaceous
State 6
Cropland State
This converted state produces food or fiber for human uses. It is dominated by domesticated crop species, along with typical weedy invaders of cropland.
Community 6.1
Conservation-management Cropland Phase
This cropland phase is characterized by the practice of no-tillage or strip-tillage, and other soil conservation practices. Though no-till systems offer many benefits, several weedy species tend to be more problematic under this type of management system. In contrast with conventional tillage systems, problematic species in no-till systems include biennial or perennial weeds, owing to the fact that tillage is no longer used in weed management.
Community 6.2
Conventional-management Cropland Phase
This cropland phase is characterized by the recurrent use of tillage as a management tool. Due to the frequent disturbance regime, weedy invaders tend to be annual herbaceous species that reproduce quickly and are prolific seed producers.
Resilience management. The potential for soil loss is high under this management system. Measures should be put in place to limit erosion.
Pathway 6.1A
Community 6.1 to 6.2
The conservation-management cropland phase can shift to the conventional-management cropland phase through cessation of conservation tillage practices and the reintroduction of conventional tillage practices.
Context dependence. Soil and vegetation changes associated with this community pathway typically occur several years after reintroduction of conventional tillage practices. These changes continue to manifest as conventional tillage is continued, before reaching a steady state.
Pathway 6.2A
Community 6.2 to 6.1
The conventional-management cropland phase can be brought into the conservation-management cropland phase through the implementation of one of several conservation tillage options, including no-tillage or strip-tillage, along with implementation of other soil conservation practices.
Context dependence. Soil and vegetation changes associated with this community pathway typically occur several years after implementation of conservation tillage. These changes continue to manifest as conservation tillage is continued, before reaching a steady state.
Transition T1A
State 1 to 2
The reference state can transition to the secondary succession state through clearcut logging or other large-scale disturbances that cause canopy removal.
Transition T1B
State 1 to 3
The reference state can transition to the high-graded hardwood forest state through selective removal of the most valuable trees, leaving undesirable timber specimens behind. This may occur through multiple cutting cycles over the course of decades or longer, each cut progressively worsening the condition of the stand.
Transition T1C
State 1 to 5
The reference state can transition to the pasture/hayland state through 1) mechanical tree/brush/stump/debris removal, 2) seedbed preparation, and 3) planting of perennial grasses and forbs.
Context dependence. Herbicide applications, fire, and/or root-raking can be helpful in transitioning treed land to pasture. This is done in part to limit coppicing, as many woody plants are capable of sprouting from residual plant structures left behind after clearing. Judicious use of root-raking is recommended, as this practice can have long-term repercussions with regard to soil structure. Applications of fertilizer and lime can also be helpful in establishing perennial forage species. Grazing should be deferred until grasses and forbs are well established.
Transition T1D
State 1 to 6
The reference state can transition to the cropland state through 1) mechanical tree/brush/stump/debris removal, 2) seedbed preparation, 3) applications of fertilizer/lime, and 4) planting of crop or cover crop seed.
Context dependence. A broad spectrum herbicide, fire, and/or root-raking can be helpful in transitioning treed land to cropland. This is done in part to limit coppicing, as many woody plants are capable of sprouting from residual plant structures left behind after clearing. Judicious use of root-raking is recommended, as this practice can have long-term repercussions with regard to soil structure. Weedy grasses and forbs can also be problematic on these lands.
Transition T2A
State 2 to 1
The secondary succession state can transition to the reference state through long-term natural succession. This process can be accelerated to some degree by a combination of prescribed burns and selective harvesting of pines and opportunistic hardwoods.
Transition T2B
State 2 to 4
The secondary succession state can transition to the managed pine plantation state through site preparation and planting of timber trees. Thinning alone may be sufficient for portions of the forest if pines have already established, though it is rarely sufficient for an entire forest patch.
Transition T2C
State 2 to 5
The secondary succession state can transition to the pasture/hayland state through through 1) mechanical tree/brush/stump/debris removal, 2) seedbed preparation, and 3) planting of perennial grasses and forbs.
Context dependence. A broad spectrum herbicide, fire, and/or root-raking can be helpful in transitioning wooded or semi-wooded land to pasture. This is done in part to limit coppicing, as many woody pioneers are capable of sprouting from residual plant structures left behind after clearing. Judicious use of root-raking is recommended, as this practice can have long-term repercussions with regard to soil structure. Applications of fertilizer and lime can also be helpful in establishing perennial forage species. Grazing should be deferred until grasses and forbs are well established.
Transition T2D
State 2 to 6
The secondary succession state can transition to the cropland state through 1) mechanical tree/brush/stump/debris removal, 2) seedbed preparation, 3) applications of fertilizer/lime, 4) weed control, 5) planting of crop or cover crop seed.
Context dependence. A broad spectrum herbicide, fire, and/or root-raking may be needed to successfully transition land that has been fallow for some time back to cropland. This is done in part to limit coppicing, as many woody pioneers are capable of sprouting from residual plant structures left behind after clearing. Judicious use of root-raking is recommended, as this practice can have long-term repercussions with regard to soil structure. Weedy grasses and forbs can also be problematic on these lands.
Transition T3A
State 3 to 2
The high-graded hardwood forest state can transition to the secondary succession state through clearcut logging or other large-scale disturbances that cause canopy removal.
Transition T3C
State 3 to 5
The high-graded hardwood forest state can transition to the pasture/hayland state through 1) mechanical tree/brush/stump/debris removal, 2) seedbed preparation, and 3) planting of perennial grasses and forbs.
Context dependence. Herbicide applications, fire, and/or root-raking can be helpful in transitioning treed land to pasture. This is done in part to limit coppicing, as many woody plants are capable of sprouting from residual plant structures left behind after clearing. Judicious use of root-raking is recommended, as this practice can have long-term repercussions with regard to soil structure. Applications of fertilizer and lime can also be helpful in establishing perennial forage species. Grazing should be deferred until grasses and forbs are well established.
Transition T3D
State 3 to 6
The high-graded hardwood forest state can transition to the cropland state through 1) mechanical tree/brush/stump/debris removal, 2) seedbed preparation, 3) applications of fertilizer/lime, 4) herbicide application, 5) planting of crop or cover crop seed.
Context dependence. A broad spectrum herbicide, fire, and/or root-raking can be helpful in transitioning treed land to cropland. This is done in part to limit coppicing, as many woody pioneers are capable of sprouting from residual plant structures left behind after clearing. Judicious use of root-raking is recommended, as this practice can have long-term repercussions with regard to soil structure. Weedy grasses and forbs can also be problematic on these lands.
Transition T4A
State 4 to 2
The managed pine plantation state can transition to the secondary succession state through abandonment of forestry practices (with or without timber tree harvest).
Transition T4B
State 4 to 5
The managed pine plantation state can transition to the pasture/hayland state through 1) timber harvest, 2) mechanical stump and debris removal, 3) seedbed preparation, 4) planting of perennial grasses and forbs.
Context dependence. Applications of fertilizer and lime can be helpful in establishing perennial forage species. Grazing should be deferred until grasses and forbs are well established.
Transition T4C
State 4 to 6
The managed pine plantation state can transition to the cropland state through 1) timber harvest, 2) mechanical stump and debris removal, 3) seedbed preparation, 4) applications of fertilizer/lime, 5) herbicide application, 6) planting of crop or cover crop seed.
Transition T5A
State 5 to 2
The pasture/hayland state can transition to the secondary succession state through long-term cessation of grazing.
Transition T5B
State 5 to 4
The pasture/hayland state can transition to the managed pine plantation state through site preparation and tree planting.
Transition T5C
State 5 to 6
The pasture/hayland state can transition to the cropland state through 1) seedbed preparation, 2) applications of fertilizer/lime, 3) herbicide application, and 4) planting of crop or cover crop seed.
Transition T6A
State 6 to 2
The cropland state can transition to the secondary succession state through agricultural abandonment.
Transition T6B
State 6 to 4
The cropland state can transition to the managed pine plantation state through site preparation and tree planting.
Transition T6C
State 6 to 5
The cropland state can transition to the pasture/hayland state through 1) seedbed preparation, 2) weed control, and 3) planting of perennial forage grasses and forbs.
Context dependence. To convert cropland to pasture or hayland, weed control and good seed-soil contact are important. It is also critical to review the labels of herbicides used for weed control and on the previous crop. Many herbicides have plant-back restrictions, which if not followed could carryover and kill forage seedlings as they germinate. Grazing should be deferred until grasses and forbs are well established.