SEPA
                          United States
                          Environmental Protection
                          Agency
                        Environmental Research
                        Laboratory
                        Corvallis OR 97333
                          Research and Development   EPA-600/D-82-276  August 1982
ENVIRONMENTAL
RESEARCH   BRIEF
                         Oxidant Air Pollution Effects on a
                      Western Coniferous Forect Ecosystem

                                          P. R. Miller
                Pacific Southwest Forest and Range Experimental Station, Riverside, CA
                                          0. C. Taylor
                               University of California, Riverside, CA
                                         R. G. Wilhour
                      Environmental Research Laboratory, Corvallis, OR 97330
Abstract
From 1973 to 1978, an interdisciplinary study of the pine
and mixed conifer forests of the San Bernardino Mountains
of southern California measured the effects of 30 years'
exposure to photochemical oxidant air pollution on selected
ecological systems. Average 24-hour ozone concentrations
in the San Bernardino Mountains during the May through
September period ranged from a background of 3-4 pphm
up to a maxima of 10-12 pphm.  Ponderosa pine was very
ozone sensitive; foliar  injury  occurred  at  24-hour
concentrations of 5-6  pphm followed by, in  decreasing
order of  sensitivity, Jeffrey  pine, white fir,  black  oak,
incense cedar, and sugar pine. Foliar injury and premature
leaf  fall  caused  decreased photosynthetlc capacity,
suppressed radial growth of stems (a negative exponential
relationship), and reduced nutrient retention in the green
biomass, all leading to weakened trees. Pines became more
susceptible to root rot (Fames annosus) and pine beetles
(Dendroctonus brevicomis);  mortality rates reached 2-3
percent in some years. Litter depth was greatest in stands
receiving  the most injury  and associated defoliation,
hindering  pine  seed  establishment but  encouraging
oxidant-tolerant  species  in the understory.  The living
foliage of smaller trees, which  can be easily ignited by
ground fires  in the understory combined with increased
litter accumulation, fuels  a more destructive type of fire.
Fire and ozone destruction of the pineforest overstory leads
to a dominance  of  self-perpetuating,  fire-adapted,
ozone-tolerant, shrub and oak species mixtures that provide
fewer commodity and amenity values than the former pine
forest. Change was evident in four ecosystem processes:
                     the flows of water, carbon and nutrient and changes in
                     patterns of diversity in time and space.

                     Introduction
                     The mixed conifer forests in the San Gabriel and San
                     Bernardino mountain ranges east of Los Angeles have
                     been exposed to  oxidant air pollution since the early
                     1950's.1 The symptoms of chronic ozone injury to sensitive
                     tree species are visible up to 120 km east of urban centers
                     in  southern California and from 50 to 70 km east of central
                     valley cities in parts of the Sierra Nevadas.2'3 The extensive
                     visible injury, and a concern for possible adverse effects on
                     forest ecosystem stability under continuing exposure, led
                     to  an  interdisciplinary study on the San  Bernardino
                     National  Forest (SBNF)  with  participants  from  the
                     University of California at Riverside and Berkeley; the
                     USDA, Forest Service and the Pacific Southwest Forest and
                     Range Experiment Station, Riverside, California. This study
                     was  funded principally  by the U.S.  Environmental
                     Protection  Agency (EPA)  through the  Environmental
                     Research  Laboratory  in Corvallis, Oregon. The research
                     team investigated two questions: 1) How do the organisms
                     and biological processes of the conifer forest respond to
                     different levels of chronic  oxidant exposure? and 2) How
                     can these responses be interpreted within an ecosystem
                     context?
                     Due to preexisting damage by air pollution,  the SBNF
                     project  was constrained to observe up to  30 years of
                     accumulated  effects  on populations and processes at
                     selected research  plots along a gradient of decreasing
                     ozone stress (Figure  1). The ozone stress gradient was

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           Study-Site Locations

            Q Major Vegetation Plots

            A Air Monitoring Stations

           	 Contour Lines (Meters)

            ^ Lakes — Nat'l Forest Boundary
         1.51012345
                         Miles

                         Kilometers
                                                 Los Angeles* • San Bernadino Mtn. Area
 Figure 1.  Location of major study sites in the San Bernardio National Forest.
paralleled by a gradient of decreasing precipitation and air
temperature (with increasing altitude). Consequently, as
precipitation  and air temperature decreased, the  most
common conifer species forming the matrix of the forest
mixtures shifted from ponderosa pine (Pinus ponderosa
Laws) to Jeffrey pine (P.  Jeffrey!Grev. and Balf.). It was not
possible to locate a suitable ponderosa pine stand free from
ozone stress in southern California that could be used as a
control in the study. The topography, geology, soils, climate,
and vegetation of the San Bernardino Mountains have been
described in earlier reports.4"7

One independent research group used some of the study
sites for a survey of the diversity and health of the lichen
flora.8  A second group  completed an  intensive study of
photosynthesis  and  transpiration  of  ponderosa   pine
experiencing severe chronic ozone exposure.9

Data Collection and  Management
The  data  collection  methods  used  by  individual
investigators have been described in progress reports. 7>1°
Most  of this research  focused  on  18  permanent plots
during the summers of 1972 through  1978 (Figure 1).
Some investigators found it necessary to limit their studies
to particular plots, or to establish additional temporary plots
in order to obtain a forest-wide perspective  of vegetation
recovery after fire1' and the activity of insects and diseases
responsible for tree mortality.12
The data base of the entire project was centralized.10 All
data sets, including up to 200 data types, were stored on
the operating system disk of an IBM 370/145, where they
were available for transfer to a mini-disk in the interactive
environment of the computer. Studies by the separate
teams provided  data  on:   1) air temperature,  relative
humidity, precipitation and transpiration regimes; 2) water
availability as  a  function of soil  and site attributes; 3)
concentration of ozone in the study area; 4) foliage injury
along the gradient of ozone dose; 5) leaf litter fall; 6) decay
of litter and partitioning of selected nutrients; 7) tree seed
production; 8) seedling establishment; 9) tree growth; 10)
insect  and  disease  complexes   responsible  for  tree
mortality; and 11) fire  history in relation to stand species
and  age composition.
For purposes of analysis in an ecological systems analysis
context, the physical and biological components of the
ecosystem, and four essential ecosystem processes were
defined  as follows. The major physical components are
water (precipitation), temperature, light, mineral nutrients
(soil  substrate),  and  ozone  air  pollution.  Biological
components include the  producers represented by  an
assortment of tree species and lichens; the consumers or
wildlife that consume tree seeds and young seedlings, and
insect and disease organisms causing tree mortality; and
the   decomposers,  principally  the  populations  of
saprophytic  fungi  particularly responsible for leaf  and
woody litter decay.
                                                                                                 •'ti  ft.
                                                                                                  *..*.'..

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  The major ecosystem  processes represented are: 1) the
  flow of carbon from the atmosphere to be incorporated
  initially into green plant  biomass,  and then partitioned
  among consumers, litter and decomposer mass, the soil
  and back to the atmosphere; 2) the flow of water in the soil-
  plant-atmosphere continuum;  3)  the flow  of  mineral
  nutrients through the  green plant, litter, and soil-water
  compartments; and 4) the shift of diversity patterns in time
  and space as represented mainly by changes in tree stand
  species composition, age, structure, and tree density.

  Results

  Temporal Variation of Ozone Dose,
  Temperature, and Precipitation
  Ozone dose, temperature, and precipitation trends during
  the study period were critical because these variables drive
  the  ecosystem processes (Figure 2). During the 1973
  through 1978 term of the project, the May  through
  September ozone dose at Sky Forest indicated a  definite
  downtrend until 1978, when dose increased again.13 This
  trend  is more closely correlated  with meteorological
  variation from year-to-year than with changes in amounts
  of ozone precursors, according to another study of South
  Coast  Air Basin trends.14 The May through September
                         average hourly air temperature ranged between 14.7 and
                         17.0°C during the five-year data collection period. The
                         mean temperature for the five years was 15.6 ± 1.0°C. The
                         highest average air temperature occurred  in 1975, the year
                         of lowest annual precipitation. The precipitation at nearby
                         Lake Arrowhead (3 km north of Sky Forest) was below the
                         30-year  average of  1055 mm  during the first four
                         precipitation years and considerably above average during
                         the  last year.  However, the monthly distribution  of
                         precipitation  is  more important than the annual total
                         because it determines the water available to plants during
                         the growing season.15 Higher-than-average  precipitation
                         during the late spring, late summer, and early fall is much
                         more favorable for vegetation growth and  other ecosystem
                         processes that are moisture limited. During 1975-76,
                         1976-77, and  1977-78,  there  were  unusually large
                         amounts of precipitation in August and September. This is
                         a marked departure from the long-term  average for late
                         summer months. This deviation has important implications
                         for interpretation of the entire study results because the
                         expected late summer drought did not occur during three
                         consecutive years. These annual trends of ozone dose,
                         temperature, and  precipitation  at Sky Forest-Lake
                         Arrowhead are considered representative of  the  entire
                         study area, after adjustments for distance  and elevations.13
             Precipitation, oxidant dose and hourly average temperature in the Lake Arrowhead-Sky Forest Area,
                                              1973-1978
                   PPT = mm x 103
                  OX = pphm-hr x 104
              1973-74
1974-75
                                                  1975-76
                                    1976-77
1977-78
Figure 2.  Annual trends of ozone dose precipitation and air temperature near the Lake Arrowhead-Sky Forest region of the San
         Bernardino National Forest.

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Spatial Variation of Ozone Dose
Oxidant monitoring  stations (Figure  3) along the major
west-to-east axis of pollution transport extending for 50 km
at elevations between  1500 and 2300 m  showed that
between 30 to 45 km, where the May-September hourly
average ozone concentration ranged from 5-6 pphm,
chronic damage to ponderosa and Jeffrey pine was barely
detectable. The injury threshold between 30 and 45 km was-
highly influenced by terrain features. Beyond 45 km, the
natural background ozone concentration was 3-4 pphm,
comparable to other  mountain areas in the United States.
The daylight ozone dose at a mountain station located at 12
km along the 50-km transport axis was 40% higher than the
nearest urban station which was located 1349 m lower and
15 km to the southwest. This targe difference is due to the
processes supporting the nocturnal preservation of ozone
at higher elevations.
Effects of Chronic Ozone Stress on Ecosystem
Processes

Carbon Flow
During a  highly instrumented study at a single plot, a
research team from  Lawrence  Livermore  National
Laboratory (LLNL) found that the photosynthetic rate of the
needles of  ponderosa  pines classed as having  slight,
moderate, or severe  chronic injury was reduced to about
10% of the maximum observed rate after experiencing 800,
700, and 450 pphm ozone, respectively.9 Stressed trees
       also retained a smaller amount of assimilated carbon after
       respiration losses.
       Three years of parallel observations of ponderosa  and
       Jeffrey pines at five sites ranging from low to high ozone
       environments provided dose-injury relationships based on
       the increase of visible needle  symptoms and needle
       abscission rates.16 The largest increments  of needle
       symptom increase occurred in the early summer; needle
       abscission started during the second year of exposure and
       the largest numbers of needles were lost during the winter.
       The most important variable governing dose response was
       the inherent level of  tree sensitivity to ozone which was
       defined by the average number of annual needle whorls
       retained by each tree.
       The changes in the number of annual  needle whorls
       retained by  951 ponderosa  and 769  Jeffrey pines
       distributed throughout the 18 study  plots indicate a
       decrease from 2.5  to 2.0 whorls from 1973-1978 at 12
       plots experiencing  hourly average ozone  concentrations
       ranging from 6-12 pphm.'7 Pines at the six plots with lower
       doses maintained the same number of whorls or showed a
       slight increase.

       The proportion of needle whorls retained which had slight
       to  severe ozone injury symptoms, varied from year to
       year.17  In 1975, there  was a sudden decline of injured
       foliage  retained by trees experiencing 6-12 pphm ozone.
       This peak  of  needle abscission followed the highest
       seasonal ozone dose of the period, which occurred in 1974,
                                                                                            12
                                                                        14-18
      0.4
       02
95% Confidence
Limits of Ratio
Estimate
                                                                                            10
                                                 E
                                                 I
                                                 i
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                                                 o
                                                 ?
                                                 <§

                                                 I
                                                 £
                                                 I
                                                 c
                                                 V
                        10      15     20     25      30     35      40

                                 West to East Dimension of Study Area, Km
                            45
                                   50
55
 Figure 3.  The estimated gradients of ozone concentration along two west to east axes representing the major terrain-influenced
          transport patterns.

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 and was coincident with highest summer temperature and
 one of the lowest precipitation amounts for the 1973-78
 period.  The average  number of  annual needle whorls
 retained by 502 white fir remained about the same during
 the 1973-78 period but at all dose levels the proportion of
 injured needle whorls decreased and  uninjured whorls
 increased.17
 The 378 California black oaks in the study plots showed a
 sensitive leaf injury response to ozone each year,18 but the
 97 incense cedars and 68 sugar pines were generally slow
 to show ozone injury.18 Measurements of the difference of
 diameter-at-breast-height (dbh) between 1975  and 1978
 for 951  ponderosaand 769 Jeffrey pines showed moderate
 correlation with number of annual needle whorls retained
 (a range of 1 -7 whorls). The correlation was closer for the
 10-29.9 cm dbh trees than for the trees 30 cm dbh and
 larger.'9

 Tree ring analysis to investigate the variations  in annual
 ring growth was  approached cautiously because,  as a
 result  of  ozone or drought stress, many trees failed  to
 produce a  ring.20 For those trees which fit the master ring
 chronology for  the part of the study area in question, the
 model which best characterized ring growth was  a negative
 exponential curve.21 The degree  of deviation  from  this
 model could be explained by the variability in ring growth
 during  the 1950-75 period.  The logarithm  of winter
 precipitation and autocorrelation with the previous years'
 growth  were the strongest variables predicting  growth of
 trees at plots experiencing no pollutant  effect; at the high
 ozone dose plots the correlation was much lower for these
 variables. The positive relationship between needle whorl
 retention and ring width was also significant. The effects of
 temperature were ambiguous.21

 Measurements of ponderosa pine stem growth by change
 in dbh and ring analysis both showed that surviving trees at
 high-dose plots demonstrated sudden growth increases 1)
 due to thinning resulting from death of  sensitive trees or
 salvage logging to remove weakened trees19'21 and 2) as a
 result of reduced competition from surrounding trees. Both
 annual ring and stem diameter difference measurements22
 showed radial  growth reductions for sensitive blackout22
 and white fir.1"1

 Cone production in both injured and uninjured ponderosa
 and Jeffrey pine stands was mostly influenced  by crown
 class or the position  of the tree's crown  relative to its
 neighbors. Dominant ponderosa pine comprised 32
 percent of the trees and produced 80 percent of the cones.
 Cone production also increased with age. However, injured
 ponderosa and Jeffrey pines older than 130 years produced
 significantly fewer cones per tree than uninjured trees of
 the  same  age.23  Severe injury  to  both  dominant  and
 codominant ponderosa and Jeffrey pines resulted in fewer
 cone crops during the six  years  of study. The drop in
 proportion  of trees in severe injury classes that produced
 cones was much more dramatic for Jeffrey pine than for
 ponderosa. Tree  ring  analysis  showed a positive  and
 significant relationship between cone production and
 radial growth.

 Nutrient Flow
The largest amount of needle litter, an average of 357 g/m2,
was found under ponderosa pines moderately damaged by
ozone. There was 90 g/m2 of litter under severely damaged
trees  and 131 g/m2 under healthy trees.24 The negative
effects of heavy accumulations include an increased fuel
load and the hinderance of successful pine seedling
establishment. In the event of fires, the large nutrient store
in a thick needle litter  layer would be lost by volatilization
and subsequent surface runoff. The benefits of heavy litter
include significant increases  in surface soil carbon,
nitrogen, the  carbon/nitrogen  ratio, and  exchangeable
calcium.  Lower absolute amounts of N,  P, K, Ca, and Mg
were found in the living foliage of injured ponderosa pines.
Back translocation of all five elements and also dry matter
from leaves is curtailed, indicating an interference in the
tree's  internal conservation of nutrients.26 Nitrogen,
calcium, and magnesium concentrations in throughfall are
higher under  injured trees.26
The decomposition of litter  comprised  of  ozone-injured
needles was more rapid; it was inversely correlated with
solar radiation and positively correlated with litter depth.
Moisture was  the single most important variable limiting
decomposition;27 nitrogen  and phosphorus did not affect
the process.
The taxonomic richness and population density of fungi
which  colonize  living  needles  and later  participate in
decomposition were both reduced by ozone injury because
the normal increase with age was prevented by premature
needle senescence  and abscission. This  change could
weaken  the functional stability of  the decomposer
community.27

Moisture Flow
Ponderosa  pine crowns intercepted 19.0, 22.4, and 21.6
mm of rain at 1, 2, and 3 m, respectively, from the stem,
compared to 19.4 mm for a  nearby clearing. As leaf surface
area  is decreased by oxidant  injury,  rain throughfall
increases until it  is  nearly the same  as precipitation
amounts in clearings.26 This implies that fog condensation
would  also increase under injured trees. Consequently,
litter moisture could be expected to evaporate more rapidly
since  thinner crowns would also allow more radiation to
reach the litter surface.
The summer season flux  of moisture in the  soil-plant-
atmosphere  continuum  was investigated  by weekly
measurements of available soil moisture at several depths
down to 274 cm15 and biweekly measurements of pre-dawn
twig xylem water potential.16 Trees continued to obtain
moisture from lower depths when moisture in the top 274
cm  was depleted.  A  transpiration simulation model
provided corroborative  evidence for the summer water use
pattern and suggested that  higher transpiration rate during
early summer months  may be partially responsible for the
large  incremental increases of ozone injury to needles
observed in June and early July.16
An  ozone-induced decline of stomatal conductance was
observed by  the  LLNL  research group after the  early
summer ozone exposure. This observation and the fact that
leaf surface area is much lower for the ozone-sensitive
genotypes  implies lower transpiration losses  for stands
containing many sensitive or moderately sensitive trees.9'28
Diminished competition for water in such  stands is
undoubtedly related to  the sudden growth improvement of
the more ozone-tolerant genotypes that was detected with
tree ring  analysis.21

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 Shift of Diversity in Time and Space
 The preexisting species mixture in the SBNF conifer zone
 includes five types: 1) ponderosa pine; 2) ponderosa pine-
 white fir; 3) ponderosa pine-Jeffrey pine; 4) Jeffrey pine-
 white fir; and 4) Jeffrey pine. The stands most subject to
 ozone damage are those containing ponderosa pine. The
 changes in species and age composition after long-term
 exposure to ozone were considered the  most important
 measures of oxidant impact because these qualities have
 greatest implications for human welfare. The'effects of air
 pollution are  superimposed on  natural variables which
 interact to control species establishment and survival, e.g.,
 moisture availability and suitable space, fire frequency and
 intensity, and mortality caused by various diseases and
 insects.'21

Two distinct patterns  of successional development were
 recognized in the  study area,11  namely autogenic and
allogenic succession. With autogenic succesion, changes
 in the forest environment caused by existing trees promote
continuous establishment of species more tolerant to lower
light intensity in the understory. This process is taking place
on sites not recently disturbed by fire, diseases, or insects.
In stands affected by significant ozone damage, pine needle
 litter accumulation and a heavy layer of combustible litter
accumulation following pine mortality combined with the
development of a living fuel laddar created by the shade and
oxidant-tolerant  species  in the  understory  will  lead to
crown fires that could eliminate the entire tree layer. There
would be few surviving pines to provide the seed required to
reestablish the pine overstory.29 Even without a catastrophic
fire event, pine establishment is limited by the lower seed
production  of  injured  trees and the thick litter layer that
contributes to fungal  infection and death of germinating
seeds.

Air  pollution-injured overstory pines are more readily killed
by Fomes annosus root disease30'31 because the fungus
colonizes freshly  cut  stump surfaces  of weakened trees
more rapidly, thus speeding up the spread rate from stumps
to nearby living roots.  The fungus spreads more rapidly in
the  roots of weakened trees than in healthy trees. Fewer
western pine beetles (Dendroctonus brevicomis)  are
required to kill weakened trees; therefore, in stands with
 many weakened trees, a given population of western pine
beetles could kill more trees and increase at a faster rate.32
Fomes annosus and the western pine beetle are often
present in the same tree. The continuous effects of ozone
during the years  of low moisture stress  results  in  the
accumulation of weakened trees, therefore, mortality rates
from diseases and insects peaked during years when soil
moisture was limited.
Three ring analysis showed that the period of decreasing
vigor in the  5-10 year  period  preceding tree death
correlated with tree age,  i.e., more younger trees  died
during the period  of observation than older trees.
The probable elimination of autogenic succession at many
sites following inevitable crown fires is expected to cause a
shift to  allogenic succession where changes in plant
communities  result from environmental modifications
(repeated fires) not caused by the plants themselves.29 Tree
and shrub  species adapted to  survive fire by sprouting
from the stem or root crown dominate this vegetation cover.
In the San Bernardino National Forest, there are already vast
acreages converted to various mixtures of oaks and shrubs.
These areas  range from impenetrable brush  to  oak
woodlands,  which  in most cases are self-perpetuating
because rapid crown  closure creates  an  unfavorable
environment for the return of conifer species,  and after
each fire these species resprout.'1

Black oak is an important species in this vegetation mixture.
The  crowns  of  this deciduous oak provides  favorable
understory conditions for the best conditions for  the
reestablishment of conifers, particularly ponderosa pine.
Black oak is slightly to moderately sensitive to ozone, but
this degree of sensitivity should not  seriously disrupt its
"nurse tree" role with respect to ponderosa pine.

Discussion
The essential interactions of physical ecosystem components
and four ecosystem processes, namely the flows of carbon,
r
1*- ~ -4
r
Precipitation *
and
f ^N ihroughfall v
/ bite and boil \_ J^ \
V Attributes J £~ **T \

.. ,._. — Surface Soil

7

' ( 	 Subsoil 4 '
I Available Water 1
1 1
1 r 1
1 •> !
i ( 	 suDstratum L-'racKs >
Available Water
1 /^ "^\
[ Atmospheric )
1 V Sink J
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~\
Decomposer 52 i
Activity 7-V_y
and T ~T
Diversity T |
'— , J '
n w i
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Healthy Lichen ss
Mass and
Species Diversity
4 	 *c*
Injured Lichen '4
Mass end
Species Diversity



Green Folia
•— Mass and
,j Nutrient Con





Injured Folia
*— Mass anc
Nutrient Conti




Accumulated F
^~* Litter Mass
Nutrient Con


— -.0

— * Available Nutrii






Figure 4.  Diagrammatic model of the effects of chronic oxone ai

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     nutrients, and water, and the shift of diversity patterns in
     time and space, are summarized in Figure 4. This scheme
     also suggests the submodels that will be required for future
     development of simulation modeling.

     Solid lines connecting boxes indicate material flow from
     compartment to compartment.  Dashed lines  indicate the
     controlling influence of one variable on the flow between
     compartments. The controlling "valve" resembles a bow
     tie.
     Compartments (2 through 6) represent the flow of water in
     the soil-plant-atmosphere continuum which is modified by
     several site, soil, and geologic substratum attributes. Water
     availability (2 through 5) influences the flux of ozone (15) to
     both healthy and injured foliage and therefore exercises
     control on foliage injury, abscission, and litter accumulation
     (7 through 9). The flow of nutrients to the  litter layer (also 7
     through 9) is influenced by leaching due to precipitation
contracting foliage during throughfall (2) as well as the rate
of needle fall to the litter surface (9). The relative a mounts of
healthy (7) and injured foliage (8) remaining in the crowns
have a direct effect on carbon assimulation and carbon loss
(13) and finally the growth of trees of all size classes (16,18,
19).  Photosynthesis is further controlled  by available
nutrients (10),  air  temperature (11),  carbon dioxide
concentration  in  the atmosphere (12), and light availability
as influenced  mainly by tree density. Decomposer activity
and diversity (32) is only indirectly affected by ozone (15);
however, air temperature (11)and particularly surface soil-
available water (3) control the rate of litter decomposition
and availability of nutrients (10). The processes of seed
production, seedling  establishment,  and  reactions to
competition as different species grow through several size
classes are indicated  in compartments 17 through 20. These
processes for different  species will  be decreasingly
influenced by ozone effects in the  following  order:
                                                Relative Numbers of Ozone
                                                Sensitive Individuals in Each
                                                    Species Population
                                                   I
                                                   I
                                                   I
                                                   I
                                                   t.
   13
hesis

ion
  Ml
jre

f
1
1 	

- _ -_^- —
16
Tree Stem Growth
(Tree Vigor)


"1

12)
i Dioxide
— -^.
— >




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	 ,.
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i

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1 ' 	
1 i 	




1 31
1 	 Nonlethal Leaf
i x and Stem Pests
F^1 ' ^^
30
Bark Beetle'
Attacks
Lz 	 1 I 	 j*a
                                                        |'Seedlingsl8|	^
                            Residual Mixture
                             of Living Tree
                            Species at T=O

                                                                                          Future Mixture
                                                                                          of Tree Species
                                                                                           atT=O + N
 western coniferous forest ecosystem.

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ponderosa and Jeffrey pine, white fir, black oak, incense
cedar, and sugar pine. The establishment of the more ozone
sensitive species (particularly ponderosa pine) will be
influenced by diminished seed production (17)and losses to
wildlife,  mainly tree squirrels (21). Surface soil-available
water (3) exercises the most important control over the
survival of seedlings (18). Tree mortality rates are closely
related to the  number of ozone-sensitive individuals in
each species  population (20). The low vigor  of ozone-
injured trees (16) encourages the interactions of the insect
and disease complex (29,  30, 31) resulting in tree mortality
(22) and alteration of the stand environment by making new
space available (23). The reduction of competition among
the remaining trees leads to a growth release  for ozone-
tolerant genotypes. The continuing effects of ozone (15) and
the pest complex (29, 30/and 31) result in accumulation of
stumps which encourages the Fames annosus root disease
cycle (24, 29).  Additional amounts of leaf litter (9) and a
heavy layer of combustible  litter (25) have the effect of
increasing the fire hazard (27) tothe residual mixture of tree
species  (26), particularly since  ozone-tolerant, fire-
sensitive understory trees can form a living fuel  ladder that
carries the fire to the crowns of the fire-tolerant overstory
trees. Where crown fires are prevented, the future mixture
of tree  species  (28)  may  be dominated  by allogenic
succession which will reestablish the desirable ponderosa-
or Jeffrey pine-dominated forest.  If  crown fires are not
prevented, the  autogenic successional process will
dominate and the oak species and less desirable shrubs
that sprout after fire will be perpetuated as the  vegetation
cover. Only black oak is ozone-sensitive. Foliose lichen
mass and diversity change (33, 34)  provide  another
example  of the direct impact of ozone.

The  effects of  chronic  ozone stress on this  web of
interactions will vary considerably with ozone concentrations
and  other physical and biological  factors.  Predictive
capability will  improve with  additional  experimentation
using the existing  data  base and computer  simulation
models.
Conclusions
  1.  For the five year period of this study, average 24-hour
    ozone concentrations in the San Bernardino Mountains
    during the May through September period ranged from
    a background of 3-4 pp'hm up to maxima in the range of
    10-12 pphm.

  2. The  first evidences  of  ozone  injury  to sensitive
    ponderosa and Jeffrey pines were observed at 24-hour
    averages in the range of 5-6 pphm.

  3.  Occurrence of  high nocturnal ozone concentrations
    at mountain sites, compared to basin sites as reported
    elsewhere, was confirmed for the San Bernardino
    Mountain area. Here, a  mountain station received  a
    daylight-hour dose 40% higher than a nearby basin
    station that was 1378  m lower in elevation,  mainly
    because  higher  nocturnal concentrations  were still
    being seen in the early morning  and late evening (3
    hours following sunrise and preceding sunset).

  4.  Ecosystem components most directly affected by ozone
    were tree  species, the fungal microflora  of  needle
    leaves, and foliose  lichens occupying tree bark.
 5. The most important ecosystem  processes affected
    either directly or indirectly were flows  of  carbon,
    mineral nutrients and water, and changes in patterns
    of vegetation cover diversity over time and in space.

 6. The diminished flow of carbon in the tree layer of the
    ecosystem was associated with diminished foliage
    surface of affected trees and decreased photosynthetic
    capacity of the remaining foliage.

 7. Diminished  photosynthetic capacity resulted in
    decreased stem diameter  and height growth  and
    reduced seed production in the injured ponderosa and
    Jeffrey pines.
 8. The store of carbon and mineral nutrients accumulated
    in the thick needle litter layer under stands of ozone-
    injured trees  influenced nutrient availability due to
    losses by volatilization during fires and in subsequent
    surface runoff; the mere increase of litter thickness
    inhibits pine seedling establishment. Without fire, the
    surface soil may  be more  enriched by carbon  and
    mineral nutrients from excessive  litter.
 9. The last three consecutive summers of data collection
    (1976 to 1978) were atypical because unseasonal
    rainfall prevented the  usual late summer  drought
    stress.  Injured foliage did not drop as readily, there
    were significant stem  diameter  growth differences
    between  1975  and  1978,  and tree  mortality rates
    declined.  These conditions  might not have occurred
    during the typical late summer drought.
10. The large proportion of missing rings in ozone-stressed
    areas confounded attempts to use tree ring analysis to
    fit study trees to a master ring chronology for each of
    several distinct regions.  The model which best
    characterized tree ring growth of the past 30 years was
    a negative exponential curve.
11. Interception of rain and fog by the  forest canopy
    increased precipitation under trees compared to
    clearings. The thinning of  needles  associated with
    injured pines  allowed increased amounts of moisture
    to  fall to the  forest  floor. These high moisture
    conditions and the increased radiation that reaches the
    litter surface  may influence  litter decomposition and
    tree seedling establishment.
12. The biweekly  incremental increases of ozone injury to
    needles of ponderosa  and Jeffrey pines were larger
    during the early season  period of high moisture
    availability and high  transpiration,  but a causal
    relationship was not established.
13. Fomes annosus root disease can  be expected to
    increase  more  rapidly  in ozone-injured pine stands
    because  freshly cut stumps and roots of weakened
    trees are more vulnerable to fungus attacks.
14. Fewer western pine beetles (Dendroctonus brevicomisj
    are required to kill weak pines. In stands with a  high
    proportion of ozone-injured trees, a given population of
    western pine beetles could kill more trees and increase
    at a greater rate.
15. Forest stand age and species structure a re variables that
    have the most relevance and direct effect on human
    welfare in both recreational and commercial forests.
    The interplay of insects and diseases, drought, ozone
                             8

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    injury, and forest fires shapes stand age and species
    structure. Forest management practices can alter
    these factors significantly.

16.  In the absence of fire,  the  gradual destruction  of
    ponderosa or Jeffrey pine overstory by ozone and other
    agents has lead to an accumulation of heavy woody
    fuels and an  understory of ozone-tolerant, fire-
    sensitive species that form a  living fuel ladder, likely
    leading  to  crown fires which will  consume the
    remaining pines. In devastating fires, there would be
    total loss of  forest  cover,  requiring  expensive
    reforestation. Without the  pine-dominated  forest, a
    less desirable cover of shrub and oak species emerges
    as a self-perpetuating community of species that
    sprout after fire, quickly obtain crown closure, and
    inhibit the natural reestablishment of pines and other
    conifers.

Recommendations
Air  quality control  measures that manage to  maintain
summer season, 24-hour ozone  concentration averages
below 5-6 pphm in the forested receptor areas of California
are required to prevent injury to sensitive species and to
prevent  initiating undesirable changes in carbon, water and
mineral  nutrient flows, and patterns of diversity in time and
space.

In circumstances where air quality cannot be maintained
below the 5-6 pphm  average,  there are still significant
opportunities to ameliorate adverse effects with  known,
operational forest management practices. Additional work
is needed to refine these management prescriptions.

References

  1.  Miller, P. R. Oxidant-induced  community change in a
    mixed conifer forest. In:  Naegele, J. A., Air Pollution
    damage  to  Plants. Advances in Chem. Series 122:
    101-117(1973).

  2.  Miller, P. R., and Millecan, A. A. Extent of oxidant air
    pollution damage to some pines and other conifers in
    California. Plant Disease Reporter 55:555-559(1971).

 3.  Pronos, J., Vogler, D. R., and Smith, R. S.,  Jr.  An
    evaluation of  ozone injury to pines in the  southern
    Sierra Nevada. USDA, Forest Service, Forest Insect and
    Disease Management, Region 5, San Francisco. Report
    No.  78-1, 17pp. (1978).

4. Taylor, O. C. Oxidant air pollutant effects on a western
   coniferous forest ecosystem. Task B Report, Historical
   background and proposed systems study of the San
   Bernardino Mountain area. Air Pollution Research
   Center, University of California, Riverside, California
   (1973).  EPA-600/3-78-052b,  U.S. Environmental
   Protection Agency. NTIS No. PB 228 332/AS.

5. Taylor, O. C. Oxidant air pollutant effects on a western
   coniferous forest ecosystem. Task C Report, Annual
   Progress  1972-1973. Study site selection and
   verification  data on pollutants and species. Air
   Pollution  Research  Center,  University of  California,
   Riverside, California (1973).  EPA-600/3-78-052c.
   U.S.  Environmental Protection  Agency. NTIS No. PB
   228 333/AS.
  6. Taylor, 0. C. Oxidant air pollutant effects on a western
    coniferous forest ecosystem. Task D Report, Annual
    Progress 1973-1974.  Air Pollution Research Center,
    University of California, Riverside, California (1973).
    EPA-600/3-78-052d.  U.S. Environmental  Protection
    Agency. NTIS No. PB 281 858/AS.

  7. Miller, P. R., Kickert, R. N., Taylor, O. C., Arkley, R. J.,
    Cobb, F. W., Jr., Dahlsten, D. L, Gersper, P. J., Luck, R.
    F., McBride, J. R., Parmeter, J. R., Jr., Wenz,  J. R.,
    White, M., and Wilcox,  W.  W.,  Jr. Photochemical
    oxidant air pollutant effects on a mixed conifer forest
    ecosystem. Annual Progress Report, 1975-1976. EPA-
    600/3-77-104. U.S. Environmental Protection
    Agency. 338 pp. (1977). NTIS No. 274 531/AS.

  8. Sigal, L. H., and Nash, T.  H.,  III. Lichens as ecological
    indicators of  photochemical  oxidant air pollution, p.
    249. In: Proceedings of the Symposium on Fffects of
    Air Pollutants on  Mediterranean  and Temperate
    Forest Ecosystems, USDA, Forest Service, General
    Technical Report PSW-63. 256 pp. (1980).

  9. Coyne, P. I., and Bingham, G. E. Comparative ozone
    dose  of  gas  exchange in a ponderosa pine  stand
    exposed to long-term fumigations,  J. Air Pollut.
    Control Assoc. 31:38-41 (1981).

 10. Taylor, 0. C. Photochemical oxidant air pollution
    effects on a  mixed conifer  forest ecosystem. Final
    Report. EPA-600/3-80-002. U.S. Environmental
    Protection Agency. NTIS PB 176 779 (1980).
 11. Laven, R. D. Application of numerical taxonomy to the
    study of post-fire succession in the Jeffrey pine fPinus
    Jeffrey/' Grev. and Balf.) region of the San Bernardino
    Mountains, California. Ph.D.  Dissertation,  University
    of California,  Berkeley, California, 130pp. (1979).
 12. Smith, R. S., Jr. Personal Communication. Forest Pest
    Management, Region V Office, USFS, San  Francisco,
    California.

 13. Miller, P. R., Taylor, 0. C., Poe, M. P., and Van Doren,
    R. E.  Spatial  variation  of summer ozone dose in the
    San Bernardino Mountains. (In Manuscript).

 14. Eldon, J. A.,  Trijonis,  J. C.,  and Yuan, K.  Statistical
    oxidant/precursor relationships for the Los Angeles
    region. Final  Report.  Creation of empirical oxidant
    precursor models. Tech.  Serv. Corp., Santa Monica,
    California, TSC-PD-B536-3. 119 pp. (1978).

 15. Arkley, R. J. Soil moisture use by mixed conifer forest in
    a summer-dry climate. Soil Sci. Soc. of Amer.  Jour.
    45.423-427(1981).

16. Miller, P. R. Factors affecting  chronic ozone injury to
    ponderosa and Jeffrey pines. (In Manuscript).

 17. Miller, P. R. (Unpublished Data). The data sets in the
    data bank of the SBNF project.

18. Miller, P. R., Longbotham. G. J., Van Doren,  R. E., and
    Thomas, M. A. Effect of chronic oxidant air pollution
    exposure on California black oak in the San Bernardino
    Mountains, pp.  220-229. In: Proceedings of the
    Symposium on the Ecology, Management  and
    Utilization of California Oaks.  USDA, Forest Service,
    General Technical Report, PSW-44. 368 pp. (1980).

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 19. Miller, P. Ft., and McBride, J. R. (UnpublishedData). The
    data sets in the data bank of the SBNF project.
 20. Gemmill, B., McBride,  J.  R., and Laven,  R. D.
    Development of tree ring chronologies in an ozone air
    pollution-stressed forest in southern California. Tree
    Ring Bulletin (In Press).
 21. Gemmill,  B., Arkley,  R.  J., and  Kickert,  R.  N. (In
    Manuscript).
 22. Gemmill, B. Radial growth of California black oak in the
    San Bernardino mountains, pp. 128-135.  In:  Pro-
    ceedings of the Symposium on  the Ecology, Manage-
    ment and Utilization of California Oaks. USDA,  Forest
    Service, General Technical Report, PSW-44. 368 pp.
    (1980).
 23. Luck, R.F. Impact of oxidant air pollution on ponderosa
    and Jeffrey pine  cone production,  p.  240. In:
    Proceedings  of the Symposium on Effects  of Air
    Pollutants on Mediterranean and Temperate  Forest
    Ecosystems. USDA, Forest Service, General Technical
    Report PSW-43. 256 pp. (1980).
24. Arkley, R.J.  and Glauser, R  Effect  of oxidant air
    pollutants on pine litter-fall and the forest floor, p. 225.
    In: Proceedings of the Symposium on the Effects of Air
    Pollutants  on Mediterranean and Temperate Forest
    Ecosystems. USDA, Forest Service, General Technical
    Report PSW-43. 256 pp. (1980).
 25. Glauser,  R., Gersper, P.L., and Arkley,  R.J. (In
    Manuscript).
 26. Glauser, R.,  and Arkley, R.J. (In Manuscript).
 27. Bruhn, J.N. Effect of oxidant air pollution on ponderosa
    and Jeffrey pine  foliage  decomposition.  Ph.D.
    Dissertation, University of California,  Berkeley,
    California. 273 pp. (1980).
 28. Bingham,  G.E., and Coyne,  P I. Photosynthesis and
    stomatal behavior in ponderosa pine  subjected to
    oxidant  stress:  Water  stress response, p.  228. In:
    Proceedings of  the Symposium on the Effects of Air
    Pollutants on Mediterranean and Temperate  Forest
    Ecosystems  USDA,  Forest Service, General Technical
    Report, PSW-43. 256 pp. (1980).
 29. Kickert,  R.N., and Gemmill, B.  Data-based ecological
    modeling of ozone air pollution effects in a southern
    California mixed conifer ecosystem. Presented at the
    Symposium  on Effects  of Air Pollutants on  Mediter-
    ranean and  Temperate Forest Ecosystems, Riverside
    California (1980)
 30. James, R.L. The effects of photochemical air pollution
    on the epidemiology of  Fomes annosus  Ph.D.
    Dissertation  University of California, Berkeley,
    California. 200pp. (1977).
 31. James, R.L, Cobb, F.W., Jr., Miller, P.R., and Parmeter,
    J.R., Jr.  Effect of oxidant air pollution on susceptibility
    of pine roots to Fomes annosus.  Photopathology
    70:560-563  (1980).
 32. Dahlsten,  D.L., and  Rowney,  D.L.  Influence  of air
    pollution on population dynamics of forest insects and
    tree mortality, pp. 125-130. In: Proceedings  of the
    Symposium   on the Effects of  Air Pollutants on
    Mediterranean and Temperate Forest Ecosystems.
    USDA, Forest Service, General Technical Report,
    PSW-43. 256pp. (1980)

                        10
Acknowledgements
This research brief is the product of a  interdisciplinary
study with participants from the University of California at
Riverside and Berkeley; the USDA, Forest Service and the
Pacific Southwest Forest and Range Experiment Station,"
Riverside, California. The  editorial  assistance of David
O'Guinn, Northrop Services, Inc., is appreciated.
                                                                                                   *USGPO:1M2-559-<

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