USDA
United States
Department of
Agriculture
Cooperative
Research
Washington DC 20250
                                  P6BO-/4-SQOO
             United States
             Environmental Protection
             Agency
             Industrial Environmental Research EPA-600/7-80-005
             Laboratory         January 1980
             Cincinnati OH 45268
             Research and Development
             Minisite
             Preparation for
             Reforestation of
             Strip-Mined Lands

             Interagency
             Energy/Environment
             R&D Program
             Report
                             PROTECTION
                              AGENCY
                            DALJLAS, TBCAS

                              LIBRARY

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                RESEARCH REPORTING SERIES

Research reports of the Off ice of Research and Development, U S. Environmental
Protection Agency, have been grouped into nine series. These nine broad cate-
gories were established to facilitate further development and application of en-
vironmental technology.  Elimination of traditional  grouping was consciously
planned to foster technology transfer and a maximum interface in related fields.
The nine series are-

      1.  Environmental  Health  Effects Research
      2.  Environmental  Protection Technology
      3.  Ecological Research
      4.  Environmental  Monitoring
      5.  Socioeconomic Environmental Studies
      6.  Scientific and Technical Assessment Reports (STAR)
      7.  Interagency Energy-Environment Research and Development
      8.  "Special" Reports
      9.  Miscellaneous Reports

This report has been assigned to the INTERAGENCY ENERGY-ENVIRONMENT
RESEARCH AND DEVELOPMENT series. Reports in this series result from the
effort funded  under the 17-agency Federal Energy/Environment Research and
Development Program. These studies relate to EPA's mission to protect the public
health and welfare from adverse effects of pollutants associated with energy sys-
tems. The goal of the Program is to assure the rapid  development of domestic
energy supplies in an environmentally-compatible manner by providing the nec-
essary environmental  data and control technology. Investigations include analy-
ses of the transport of energy-related pollutants and their health and ecological
effects; assessments  of, and development of, control technologies for energy
systems; and  integrated assessments of a wide range  of energy-related environ-
mental issues.
This document is available to the public through the National Technical Informa-
tion Service, Springfield, Virginia  22161.

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                                                        EPA-600/7-80-005
                                                        January 1980
              MINISITE PREPARATION FOR REFORESTATION
                       OF STRIP-MINED LANDS

                                by

                 Ronald L. Hay and Frank W. Woods
            Department of Forestry,  Wildlife,  and Fisheries
                    The University of Tennessee
                        Knoxville, TN  37901

                          EPA/IAG  D6-E762
                        SEA/CR NO. 684-15-1

                        Program  Coodinator


                          Eilif V.  Miller
              Mineland Reclamation Research  Program
  Science  and  Education Administration - Cooperative  Research
                U.  S.  Department of  Agriculture
                    Washington, DC  20250

                         Project Officer
                          Ronald D.  Hill
            Resource Extraction and  Handling Division
    Industrial Environmental  Research Laboratory  - Cincinnati
                   Cincinnati, Ohio 45268
This study was conducted in cooperatio'n with the Science and Education
Administration, Cooperative Research U.S.D.A., Washington, D.C.  20250
          INDUSTRIAL ENVIRONMENTAL RESEARCH LABORATORY
              OFFICE OF RESEARCH AND DEVELOPMENT
             U. S. ENVIRONMENTAL PROTECTION AGENCY
                     CINCINNATI, OHIO  45268

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                                 DISCLAIMER

     This report has been reviewed by the Industrial Environmental Research
Laboratory-Cincinnati, U. S. Environmental protection Agency,  and approved
for publication.  Approval does not signify that the contents  necessarily
reflect the views and policies of the U. S. Environmental Protection Agency,
nor does mention of trade names or commercial products constitute endorse-
ment or recommendation for use.

     The views and conclusions contained in this report are those of the
authors and should not be interpreted as representing the official policies
or recommendations ot the Science and Education Administration-Cooperative
Research, U. S. Department of Agriculture.
                                     ii

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                                  FOREWORD

     When energy and material resources are extracted,  processed,  converted,
and used, the related pollutional impacts on our environment and even on our
health often require that new and increasingly more efficient pollution
control methods "be used.  The Industrial Environmental  Research Laboratory-
Cincinnati (lERL-Ci) assists in developing and demonstrating new and improved
methodologies that will meet these needs both efficiently and economically.

     This report describes a minisite preparation method for planting trees
on reclaimed surface mine.  The benefits of this method is higher survival
rates and potentially lower cost.  Results of this study should be of in-
terest to those charged with reclaiming surface mined lands.  For further
information contact the author or the Extraction Technology Branch of the
Resource Extraction and Handling Division.
                              David G. Stephan
                                  Director
                Industrial Environmental Research Laboratory
                                 Cincinnati
                                     iii

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                                   PREFACE




     The problems facing an industrialized nation are numerous.  One basic




requirement for expansion is energy.  Many hydroelectric and steam gener-




ating plants were established by 1945, but it was apparent even then that




greater amounts of energy would soon be needed.  Now with nuclear-powered




generating plants on-line, our energy demands are still increasing at un-




precedented rates.




     Coal continues to be a significant energy source for electricity pro-




duction.  It has been estimated that our nation's internal coal supply will




not be depleted within the next several hundred years.  Coal mining will




continue to be necessary for the maintenance of our present standard of living,




since we rely heavily upon coal-derived energy and associated products.  In




this light, strip-mining is economically feasible and inevitable.  Unfortun-




ately, with this type of mining comes the initial destruction of natural




habitats, stream and lake pollution, endangerment of wildlife, and deterior-




ation of the aesthetic environment.




     After mining operations, the soil material is a heterogeneous mass with




physical and chemical properties dominated by the character of the geologic




strata which overlaid the coal.  In Tennessee, this includes surface soil,




sands, shales, limestone, and sandstone.  The methods of mining, using the




various types of mining equipment, will also affect the resultant character of




the mined area.
                                     iv

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     The potential productivity of the soil material left after mining is




largely determined by its acidity and texture.  In general, the higher the




percentage of surface soil, sands and soft shales—the principal sources of




soil particles 2 mm and less in size or texture—the greater are the oppor-




tunities for successful reclamation with agronomic and/or forest plants.  Since




1945, approximately 4 million acres of land have been strip-mined, of which




only 2 million have been revegetated.




     Various actions can mitigate the undesirable effects of surface mining on




the environment.  They include the use of appropriate mining techniques, pro-




vision for adequate supervision, making plans for mining which are consistent




and compatible with the uses of other resources, planning how much coal can be




removed, and adequate rehabilitation of disturbed areas.  This last item is




our current concern.




     Strip-mined areas are not natural "ecosystems," and there are few bases




for establishing performance standards for operators once their mining opera-




tions are completed.  The thrust of the work reported here will provide




guidelines for operators reclaiming the multiplicity of spoil-types after mining




has been completed.

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                                   ABSTRACT
     The purpose of this work was to test the hypothesis that preparation of
a minisite (20 x 60 cm cylinder) would be effective in promoting seedling sur-
vival and growth and still save considerable cost compared to area-wide site
preparation.   Spoil within the cylinder was mixed with organic matter, lime,
and fertilizers, returned to the hole, and a rootrainer-grown pine was planted.
Controls were planted with a planting bar.  The rootrainer medium was inoculated
with Pisolithus tinctorius spores.  All outplanted seedlings were irrigated
once; planting was done June 29 and 30, 1977.
     At the end of the first growing season, survival on minisite plots was
98 percent on bare areas and 86-90 percent on grassed areas.  After the second
season, 10 percent more trees died on the prepared bare areas.  Survival on the
grassed controls was 50 percent or less.  Pitch pine growth responded to mini-
site preparation on the grassed area but Virginia pine could not compete
successfully with the grass.  Both did equally well on the bare areas.
     Presence of Pisolithus mycorrhizae on tubeling roots was found to be
extremely important.  Spoil amelioration was important, especially when mycor-
rhizae were there to assist the plant in their utilization.
     Strip-mine spoil was successfully revegetated with pine by planting in

mid-summer.
                                      vi

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                               CONTENTS
Preface	iv
Abstract	vi
Tables	viii
Acknowledgment	Ix

    1.  Introduction	1
    2.  Conclusions 	 3
    3.  Recommendations	5
    4.  Experimental Procedures 	 6
             General procedures 	 6
             Experimental results 	  11
             Discussion	18

Appendices

    A.  Minisite Preparation for Reforestation of Strip-Mined Lands
    B.  Summer Planting on Strip Mines Successful
    C.  Tree Planting on Strip Mines - A Test of Minisite Preparation
                                 vxi

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                                   TABLES

Number

  1    Virginia and Pitch Pines Outplanted on Minisite Preparation
         Study on Massingale Mountain, Campbell Cty, TN
         June 22 - July 5, 1977	
       Pitch and Virginia Pine Survival Following June Outplanting of
         Pisolithus tinctorius Inoculated Seedlings on Strip-Mined Lands
         in Campbell Cty, TN	12

       Growth of Pitch and Virginia Pines Inoculated With Pisolithus
         tinctorius After Two Growing Seasons on Reclaimed Strip-Mine
         Spoil in Campbell Cty, TN	16
                                     viii

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                             ACKNOWLEDGMENTS





     The authors wish to thank Dr. Eilif V. Miller of the Science and




Education Administration, U.S.  Department of Agriculture for his patience,




support, and encouragement in the conduction of this work.




     Dr. D. M. Gossett, Dean, Tennessee Agriculture Experiment Station,




University of Tennessee coordinated the study and administered the project.




     Grateful acknowledgment is also made to Tennessee Valley Authority,




Department of Natural Resources, Norris, Tennessee and to Long Pit Mining




Co., Caryville, Tennessee for coordinating the field logistics and being




so helpful during spoil reclamation, site preparation, and outplanting.
                                    IX

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                                 SECTION 1
                               INTRODUCTION

     The minisite preparation concept of this study was to intensively
prepare a small site in which seedlings were planted.  Preparation consisted
of:
     (1)  excavation of soil in a 20 x 60 cm cylinder,
     (2)  removal of larger rocks by screening,
     (3)  mixing the excavated soil thoroughly,
     (4)  adding and mixing lime to neutralize active and reserve acidity,
     (5)  adding and mixing prescribed minerals to bring the soil into a
          well-balanced fertility for plant growth,
     (6)  adding  and mixing organic matter as sewage sludge and pine bark
          chips,
     (7)  replacing the "renewed" soil in the cylinder from which it was
          excavated,
     (8)  planting a "tubeling" inoculated with an ectomycorrhizal fungus,
          and
     (9)  irrigating the seedling once.
     The benefits obtained as a result of minisite preparation research
outlined in this project are several,  all of which relate to an increase
in planting success following mining operations.
     Survival on strip-mined areas may range from 0 to 90+ percent.   Mine
sites are frequently planted from 2 to 4 times before fulfilling the letter

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of the law as regards tree stocking.  This means that the spoils may be


unprotected from driving rain and wind for up to 8 years before they enjoy


a near-complete canopy cover.  We believe that planters can consistently


obtain 90 percent success using the minisite preparation approach, which


would significantly decrease sedimentation and runoff following mining.


Even though the initial cost of planting will be greater using mini-site


preparation, the total cost to society will be less, because the public


will ultimately pay for the repeated plantings which are necessary using


current technology.


     Direct users of the newly developed technology will be the sub-contrac-


tors who accept contractual responsibility for planting trees on strip


mines following hydroseeding.  While we encountered problems from frost-


heaving of the newly planted tubelings on prepared minisites, it remains


highly likely that the planting season can be extended from three to


perhaps nine months.  Planting should be possible in all but the most


droughty periods.


     Of great importance is the fact that a relatively small proportion

                                                                        2
of the total mined area must be site prepared.  If a soil area of 314 cm


must be prepared for each of 1500 trees per hectare, only 0.5 percent of


the area is managed, a notable savings over past practices in which entire


site has been prepared.  This should have considerable impact on projects


that must be admitted to fiscal scrutiny.  Clearly, the minisite preparation


technique has the potential to have a substantial impact on the costs of


strip-mining to society.

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                                  SECTION 2




                                 CONCLUSIONS






A.  Minisite preparation increased survival of pitch and Virginia pines on




    non-grassed and grassed areas after two years.




    1.  On the non-grassed area, pine seedlings planted in prepared minisites




        had greater survival (5%) than pine seedlings planted without site




        preparation.




    2.  On the grassed area, nearly twice the number of seedlings were alive




        on the prepared site as on the control site, regardless of species.




    3.  Frost-heaving on the non-grassed site was not a problem for seedlings




        planted in prepared minisites, but 70 percent of the controls frost-




        heaved.







B.  Summer planting was successful.




    1.  Planting through July 4 was not detrimental to seedling survival




        as measured in the autumn and the following spring.




    2.  Irrigation was used once, immediately following outplanting.







C.  Growth of pitch and Virginia pines was affected by minisite preparation




    and competiting vegetation.




    1.  Virginia pine growth was influenced by competiting vegetation, but




        not minisite preparation; tallest trees were on the non-grassed areas.

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    2.  Pitch pine growth was helped by minisite preparation on both the




        grassed and non-grassed areas.




    3.  Virginia pine was the taller of the two species on either site.







D.  Pisolithus tinctorius mycorrhizae appeared to be a useful adaptation




    for seedling survival and growth.




    1.  Seedling growth response variability was too high to be explained




        by treatment differences, but the success of Pisolithus inoculation




        was quite variable.




    2.  Seedling growth was apparently influenced by Pisolithus mycorrhizae,




        perhaps more so than by the experimental treatments.




    3.  A technique to assure more uniform inoculation success with Pisolithus




        mycorrhizae is required.

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                                  SECTION 3




                               RECOMMENDATIONS









1.  Minisite preparation is helpful for pitch pine growth but Virginia pine




    was not similarly influenced.  Virginia pine is more of a pioneer species




    than pitch pine on reclaimed coal spoil and should be used more frequently.




2.  Minisite preparation is recommended not only to assist growth but also




    to minimize frost heaving problems which have become more severe each




    year.




3.  Summer planting is possible, with irrigation at least once helpful.




    Planting season has been extended substantially and it may be possible




    to plant beyond July 4.  Minisite preparation is critical to provide




    for good root growth medium and seedling anchoring.




4.  Any pine seedling destined for outplanting on reclaimed coal spoil




    should be thoroughly inoculated with Pisolithus tinctorius mycorrhizae.




    Inoculum, commercially available from Abbott Labs, can be applied to




    nursery beds or to tubeling culture techniques.  There is no reason to




    outplant any pine species without first equipping its root system with




    Pisolithus.

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                                  SECTION 4




                           EXPERIMENTAL PROCEDURES




GENERAL PROCEDURES




    The experimental areas chosen for this minisite preparation research were




selected from Koppers Co. lands which were being mined by Long Pit Mining Co.




under contract from the Tennessee Valley Authority (TVA).   The sites were




in the Cumberland Mountains near Caryville, Tennessee, about 35 miles north




of Knoxville.  The Pleasant Garden Ridge site on Massengale Mountain was




planted during 1977 and the Rock Springs site on Brushy Mountain was




planted in 1978.




    The cooperation that the TVA Division of Natural Resources, and Long




Pit Mining Co. extended to the University on this project was unending,




cordial, and indispensable to the success of the project.




Spoil Analysis and Site Characteristics




    The mined areas used in this experiment were reclaimed according to




the provisions that require surface soil to be replaced as the last layer,




rather than mixed within the spoil.  Thereby, some quality soil properties




existed within the top layer of spoil that would not have occurred otherwise.




After the potential plot areas were identified in the field, boundaries were




established and spoil samples were taken accordingly.




    At each sampling site, the spoil profile was stratified and separate




aliquots were taken from the 0-2 cm, 10-15 cm, and 30-35 cm strata for




analyses.  Sample locations were mapped in relation to plot boundaries

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or future references.  The Georgia Extension Service analyzed the spoil




samples for pH, P, K, Ca, Mn, Zn, and Mg.  Available nitrogen was not




determined, but it was assumed to be zero.




    The site was characterized by two extremes in slope; the larger of




the two areas was a flat bench where the coal had been removed from the




point of the ridge, but the other area was more typical of the Cumberlands,




in that the slopes were steep on either side of the ridge.  Sometime after




our soil samples were made, the steep slopes were seeded to grass and




mulched according to standard, prescribed reclamation procedures.  Therefore,




two sites of completely different character were available for study.  The




flat area was not grassed during the study and it has been used for several




additional experiments.




Seedling Preparation




    Two species of pine were chosen for outplanting; the past success of




Virginia pine (Pinus virginiana) in the area was obvious, even though the




elevation of the study site (800 m) was slightly greater than the natural




range of the species, and pitch pine (Pinus rigida) was chosen due to its




reported tolerance of low-quality sites.  Seeds of improved stock were




provided by Westvaco from their seed orchard near Ivy, VA.  Although




neither species produces high quality wood, this role was subordinant to




that of occupying the site and quickly providing a forest cover for site




protection.  The second rotation of trees can be managed for other objectives,




some of which may have more immediate economic returns.




    All seedlings were grown under the direction of U.S. Forest Service




personnel in Athens, Georgia.  Seeds were sown in flats of one-half sand and




one-half peat moss.  While the cotyledons were still within the seed coat,

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seedlings were transplanted into Hillson-sized rootrainers manufactured

by Spencer-Lemaire Ltd, Edmonton, Alberta, Canada.  Rootrainers were filled

with a mixture of four parts milled pine bark, one part vermiculite, and

one part sewage sludge.  The medium was then inoculated with a spore infusion

of Pisolithus tinetorius.  Seedlings were grown for four months in the

greenhouse using standard lighting and watering schedules.  Liquid fertilizer

was applied weekly.  About two weeks prior to outplanting, the seedlings were

moved to a shade-house to adjust to field conditions from the greenhouse.

Outplanting on Massengale, 1977

    The experimental design was a randomized block with four replications

in each block of each species as a control and as a minisite treatment.

One block was in the grassed area and one block was in the open, flat area.

Treatments were assigned as per Table 1.
TABLE 1.  VIRGINIA AND PITCH PINES OUTPLANTED ON MINISITE PREPARATION STUDY
          ON MASSINGALE MOUNTAIN, CAMPBELL CTY., TN  June 22 - July 5, 1977.

Plot
No
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
Treatment

Va -
Pt -
Pt -
Va -
Va -
Pt -
Pt -
Va -
Pt -
Va -
Va -
Pt -
Va -
Pt -
Pt -
Va -

0
0
1
1
1
0
1
0
0
1
0
1
0
1
0
1
Plot
No.
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
Treatment

Va
Va
Pt
Pt
Va
Pt
Pt
Va
Pt
Va
Va
Pt
.Pt
Va
Pt
Va

- 1
- 0
- 0
- 1
- 1
- 1
- 0
- 0
- 1
- 1
- 0
- 0
_ -1
- 0
- 0
- 1

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     The plots were located in the field and each tree planting site was




flagged.  A tractor-mounted auger was used to drill a 20 cm wide by 60 cm




deep hole for each tree of the minisite preparation treatment.  The loosened




spoil was shoveled from the hole and tumbled in a cement mixer while the




amendments were added; nutrients were added on the basis of soil analyses




and one-third pine bark was added by volume.  Sewage sludge was placed in




the hole before the amended spoil was replaced.  The tubelings were planted




and irrigated once.




     Control plots were planted as close to standard outplanting procedure




as possible.  The spoil was entirely too hard to penetrate with planting




bars, therefore heavy iron bars were used to loosen the spoil before planting




bars prepared the way for the tubelings.  These were also irrigated once.




Cognizance should be taken that the same tubelings were used on all plots,




the only difference in treatments was the method and extent of site prepara-




tion.




     The 1977 plots were planted the week of July 1.  Although this is




well beyond the normal planting period usually considered for favorable




results in this area, it was decided to outplant in early summer to test




survival and growth of these inoculated tubelings.  If planting had occurred




when soil moisture was more available and rainfall more likely, irrigation




may not have been necessary.  We chose to irrigate, due to the normal, antici-




pated late-summer dryness.




1978 Outplanting on Brushy Mountain




     In order to test the procedures used in 1977 and the results obtained




from them, the experiments were repeated in largely unmodified design.  Two




areas on Brushy Mountain were chosen, one grassed and one bare, for

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appropriate replications of the same site preparation and pine species




treatments that were used in 1977.




     Due to its erosive potential, the bare area was scheduled for seeding




and mulching during late-summer, only two months after outplanting.




Unfortunately, the seedlings were affected by the mulch binding chemical




(a latex polymer) and the experiment lost its comparative status with the




1977 experiment.  Subsequent mining and remining in the immediate area




has also damaged the experiment.




     The results stated in this report were generated from the 1977 work




on Massengale Mountain.




Analytical Procedures




     Survival data were taken in October 1977, March 1978 and October 1978.




Some trees were dead but still in situ, others had disappeared (perhaps




clipped by an animal), others were alive but obviously affected by the




frost-heaving action of a cold winter, and some were alive and growing




normally.




     In addition to survival, growth statistics were also recorded.  Height,




diameter at the root collar, and above ground biomass were sampled.  All




surviving seedlings were measured for height and diameter, and a random sub-




sample of two rows from each plot was made for the destructive analyses.




Soil samples were taken from the minisite prepared cylinder or from immedi-




ately adjacent to the control tubeling in the sub-sample rows.




     Projected plans call for more data collection and analyses after five




years.  The plots will be remeasured and biomass determinations made again




at that time.  Sufficient trees will be left to adequately cover the mined




area.  The bare area will be seeded to grass during September 1979, to comply







                                     10

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with federal regulations on mined land reclamation.  Growth monitoring will




be feasible after that time, but the experiment will effectively terminate




with seeding.







EXPERIMENTAL RESULTS




     The technique used to inoculate the growth medium in the rootrainers




with Pisolithus tinctorius was not as successful as necessary to insure




adequate mycorrhizal infection.  Inspection for mycorrhizal short-roots by




personnel at the U. S. Forest Service, Institute for Mycorrhizal Research




and Development, Athens, GA. revealed less than 25 percent infection, and




that was not uniformly distributed throughout the seedlings.  Rather some




seedlings were adequately infected and others did not show Pisolithus mycor-




rhizae.




Tubeling Survival




     Survival of outplanted pitch and Virginia pine tubelings is presented




in Table 2.  Comparisons are possible and desirable with development in




time within site preparation treatments and with the initial absence or




presence of competing vegetation, i.e., bare sites or grassed sites.
                                     11

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TABLE 2.  PITCH AND VIRGINIA PINE SURVIVAL FOLLOWING JUNE OUTPLANTING OF
          PISOLITHUS TINCTORIUS INOCULATED SEEDLINGS ON STRIP-MINED LANDS
	IN CAMPBELL CTY., TN.	
                      Prepared Minlsite
Control
Site Cover Survival
Sept. Mar. Sept.
Pitch Pine
bare 98 93 87
grassed 86 84 77
Average 92 88 82
Virginia Pine
bare 98 92 88
grassed 90 81 79
Average 94 86 85
Frost Survival
heaved Sept. Mar. Sept.
March, '78
% % z
8 95 95 82
0 46 41 41
4 70 68 62

6 93 92 83
0 61 53 46
3 77 72 64
Frost
heaved
March, '78
i
69
1
35

53
4
28
September, 1977 —
     Survival of Virginia pine in September 1977 was better on bare sites

than on grassed sites (Table 2).  This was true for seedlings planted in

prepared minisites as well as for the controls (p<0.05).  Survival advantage

on the bare site was not surprising.  Grasses place an extreme demand upon

soil moisture, rapidly depleting available moisture following precipitation.

Depletion did not occur rapidly on the bare area where native herbaceous

cover had not become established.
                                      12

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     Survival of pitch pine controls in September was better on bare sites

than on grassed areas (p<0.05).  This was not true of trees planted in

prepared minisites, for there were no statistical differences between

grassed and bare sites (Table 2).

     There were no statistically significant differences (p<0.05) in

September survival rates between minisites and controls for either species

on the bare site.  Neither were there differences between species, e.g., on

prepared minisites; both species had 98 percent survival and pitch pine

showed only a 3 percent difference in survival between treatment and con-

trol.  Sufficient soil moisture was available in bare sites to supply water

needs of both species.

     Survival of both species in grassed areas was distinctly better (p< 0.05)

on prepared minisites than on controls.  Approximately twice as many pitch

pine seedlings died on control plots as died on minisite treatments during

the first summer.  Virginia pine control survival was 61 percent in the

grassed area while the minisite treatment had 89 percent survival.  Even

though grasses were "scalped" from the planting spots before control seed-

lings were planted, the grasses recovered rapidly and they soon overtopped

the pine seedlings.  The combination of shade and water competition was

responsible for poor survival of controls.

March, 1978 —
     Pitch pine survival was better on minisite plots than for controls on

both bare and grassed sites (Table 2).  For both sites, seedlings on mini-

sites survived at least 50 percent more than controls.

     Virginia pine results were similar and only slightly less dramatic

(Table 2).   Average survival for both species on both sites showed that
                                      13

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seedlings planted on "minisite" areas had far better survival than seedlings

planted without minisite treatment.

     Frost heaving was a severe problem for "controls" of both pitch (69

percent) and Virginia pine (53 percent) planted on the bare area, but for

minisite plantings frost heaving was less than 9 percent for both species

(Table 2).  The value of prepared minisites in preventing frost heaving

is clear, but the mechanism is not completely understood.  Seedlings planted

in grassed sites had few frost heaving problems.

     More seedlings were missing in "control" plots on the grassed area

than elsewhere:  51 percent for pitch pine and 38 percent for Virginia pine.

These values exceeded those of all other treatments of Virginia pine by 16

percent and of pitch pine by 39 percent.  It was not determined why the

seedlings were missing or whether death occurred before they became missing.

     Relatively few dead seedlings were found; the highest percentages were

18 percent for pitch pine controls planted in the grassed area.  This is

a reflection of the severe competition from the abundant grass cover.

September, 1978 —
     After two growing seasons, survival percentages of pitch and Virginia

pines were still quite acceptable on the minisite prepared treatments with

approximately 90 percent alive on the bare area and nearly 80 percent alive

on the grassed area.  Mortality during the second year was slight.

     Survival of the controls on the grassed site had decreased to unaccep-

table levels, being less than 50 percent.  Neither pitch nor Virginia pine

showed much ability to compete successfully with the grass, but those still

alive were nearly as tall as the grass.  Perhaps the grass-tree combination

will produce favorable results on spoil stabilization within a few years.
                                     14

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     Control trees on the bare area were reported at 82 or 83 percent

respectively for pitch and Virginia pine, after 2 growing seasons, but

those figures are deceiving in that they include those trees that have

frost heaved partially yet remain alive.  Their future is unproductive,

but they are still alive.  Future frost heaving will destroy them.

Tubeling Growth

     Survival was the only measurement taken during the first year, at

least in part, due to the rather late planting time.  At the end of the

second season, tree height, stem diameter at the ground-line, and biomass

of the tops were measured.  Each tree was measured for height and diameter,

but a selected sample was selected for the destructive biomass analyses.

Growth means are found in Table 3.

Height, 1978 —
     There was very little height growth during the first growing season;

most of the buds had set during the greenhouse culture and there was no

stimulus to resume growth on that harsh site.  Most of the height growth

during the second year occurred in mid- to late-spring and ceased before

the harsh conditions of summer became manifest.

     Both pines grew about equally; certainly there were no significant

differences between species within the same treatments.  On the bare area,

prepared minisite treatment, pitch pine averaged 29 cm and Virginia pine

was 31 cm tall.
                                     15

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TABLE 3.  GROWTH OF PITCH AND VIRGINIA PINES INOCULATED WITH PISOLITHUS
          TINCTORIUS AFTER TWO GROWING SEASONS ON RECLAIMED STRIP-MINE
          SPOIL IN CAMPBELL COUNTY, TN.
Site Covei


Pitch pine
bare
grassed
Virginia pirn
bare
grassed
Prepared Minis ite
Root Collar Tops
Height Diameter Biomass
cm cm g

29 .93 24
37 .70 20

31 .89 30
28 .48 8
Control
Root Collar Tops
Height Diameter Biomass
cm cm g

23 .78 19
28 .53 11

30 .86 38
32 .57 15
     Pitch pine grew significantly (p^.05) better on the bare area when

the planting minisite was prepared as described previously, 29 cm tall on

the minisite and 23 cm tall on the control.  Virginia pine did not respond

to minisite treatment on the bare area, with 31 and 30 cm height growth

respectively between treatment and control.  Even though pitch pine did

respond to treatment, it was still about the same size (29 cm) of Virginia

pine.

     On the grassed area, pitch pine responded to minisite treatment and

grew to 37 cm, while the grassed area pitch control was only 28 cm (p£0.05).

These were the tallest trees in the experiment and significantly taller than
                                      16

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their pitch pine counterparts on the bare area (p<0.05).  This was the

only comparison between bare and grassed areas that was significant.  The

grassed area pitch pine control had attained nearly the same height (28 cm)

as the tallest trees on the bare area.

     There were no differences in height growth for Virginia pine between

treatments on the grassed area.  The control was slightly taller than the

minisite trees, but not significantly so.

Diameter, 1978 —
     Diameter at the ground-line was highly variable, but both species

were of the same magnitude, i.e., slightly less than 1 cm.  Pitch pine on

the minisite bare area was greatest and Virginia pine on the grassed area

was the least.

     Pitch pine diameters were surprisingly close between minisite treat-

ment and control on the bare area.   Although the means on the grassed area

were not as close, they were not significantly different at the 5 percent

level.  There was a significant difference (p<0.05) between pitch pine

diameters within the minisite treatment and between the bare and grassed

areas.  Pitch pine did best on the bare, minisite treatment.  There was no

difference in the control between bare and grassed areas.

     According to its growth response, it didn't matter whether Virginia

pine was planted with or without minisite preparation, as long as it was

on the bare area.  The grassed area treatments produced comparable diameter

means within,  but they were of less magnitude than pitch pine.   Virginia

pine diameter on the minisite grassed area averaged 0.48 cm.

Tops Biomass,  1978 —
     There were no significant differences in any of the weights of seedling

tops, regardless of treatment or area.  However,  seedlings growing on the
                                     17

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bare area, regardless of species, were slightly heavier.  The Virginia




pine on the grassed area weighed appreciably less than any other species -




treatment combination with means as low as 8g and 15g on minisite prepared




and control, respectively.




     Analyses were also made of nutrient content of the foliage of selected




samples.  There were no differences between foliage grown on minisites and




the controls for nitrogen, phosphorus, potassium, magnesium, calcium, sodium,




and iron.






DISCUSSION




     Perhaps one of the most meaningful realizations is that mid-summer




plantings of pines on strip-mine reclaimed sites can be successful, if




the site is not grassed and if tubelings are used.  When containerized




seedlings were first introduced, it was thought that the planting season




could be extended beyond the 2 or 3 months normally used.  However, to




consider planting during the summer months seemed unreasonable.  We now




believe tree planting on strip-mined sites is feasible during summer months,




but some modifications appear warranted, e.g., minimizing the competitive




effects of dense grass cover, minimizing the destructive potential of




erosion, seedling irrigation, and sufficient spoil amenities to induce




good root growth.




     We are cognizant that our "bare" site was not realistic.  Most, if not




all states, require reclaimed lands to be revegetated immediately.  If our




area had not been experimental, it would have been grassed also.




Importance of Pisolithus tinctorius




     There is no question that the presence of mycorrhizae on any root
                                     18

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system is a powerful advantage for survival and growth, so much so in fact




that most seedlings can not survive more than a few weeks without the




mycorrhizae.  Not every mycorrhizal association, however, is equally well




suited to provide the greatest advantage to each seedling on each site.




Some fungi do well in rich soils like those in the nurseries, but these




infected seedlings do not do well on some of the more harsh sites.




     Pisolithus tinctorius (Pt) is not a common fungus causing mycorrhizal




associations on seedling roots in forest nurseries.  Several others are




more common, e.g., Telephora terristris, but Pisolithus has shown great




advantage to outplanted seedlings on really harsh sites.  Numerous studies




at the U.S. Forest Service, Institute for Mycorrhizal Research and Develop-




ment have rather conclusively proven Pt to be superior on seedlings




outplanted on reclaimed mine spoil.




     Our seedlings were grown with some pioneering techniques of attempting




to infect seedling roots with Pt; we dispersed spores across the top of




the planted rootrainers and quickly watered them into the media.  This




was the best technique available within our means, for spores were readily




accessible.  Pure cultures of mycelium were not available to us at that




time.  Our success with spore inoculation was low and extremely variable.




Other researchers have experienced similar frustration.




     Instead of equipping our tubelings with a powerful advantage on harsh




sites, we created an uncontrolled variable within the experiment because




most of the seedlings failed to become infected with Pisolithus.  It was




evident in the field that some seedlings were infected and others were not;




the infected seedlings were biggest, had a dard-green, well-developed foliage.
                                     19

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These seedlings were not numerous enough on the plots to manifest them-




selves in the analyses except as a source of variability.  Better techniques




for inoculating tubeling roots are now available for use by commercial




nursery growers through commercially prepared inoculum from Abbott




Laboratories.




     Some U.S. Forest Service plots immediately adjacent to our plots




contained seedlings with a high proportion of roots infected with Pt.




These tubelings were inoculated with mycelial cultures in the rootrainer




before outplanting.  Their growth has been superior in all respects to our




trees.  The non-inoculated controls on the Forest Service experiment were




more comparable to our seedlings.




     No seedling that would otherwise form ectomycorrhizae should ever be




planted on strip-mine spoil without Pisolithus.  The techniques are now




available to grow infected seedlings by the millions.




Survival and Growth




     The effects of grass competition upon newly-planted pine tubelings




were demonstrated conclusively during the first growing season of this




study.  Very few of the seedlings remaining alive on the grassed plots were




free-to-grow above the grass competition.  If seedling height growth is




not sufficient to quickly establish the pines above the shade effects of




the grass, the trends of the first year will be further exaggerated, perhaps




to the extent of eliminating the pine from the site.  Survival the second




year decreased slightly across all treatments, without the grassed area




being affected more than the bare area.




     The two species responded differently to the grass competition.  Vir-




ginia pine was least able to cope with the grass, for it showed the lowest
                                     20

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survival and growth of all  combinations.  Perhaps this reflects the strong




pioneer successional role that Virginia pine fulfills in so many ecosystems.




In order to outplant this species and satisfy reclamation regulations, it




may be necessary to reduce  the amount of seed in the seed-mulch mix.




     It would appear possible and desirable to seed the grass cover at a




lower rate, thereby allowing tree seedling establishment and some height




growth before the grass cover becomes extremely dense.  All but the most




steep slopes could be seeded in this way.  If it is necessary to plant on




grassed sites, it would be  desirable to kill the grasses and other vegetation




in a circle 45 to 60 cm in  diameter with a biodegradable herbicide several




weeks prior to planting.




     Pitch pine responded differently than Virginia pine.  This species is




better able to grow with some cover, in fact, it did best on the minisite




prepared, grassed area.  Without some type of amelioration action, pitch




pine did not do well on harsh sites in this study.   Perhaps pitch pine




would be a better species to outplant on those grassed sites than Virginia




pine.  The grass cover plus some local site amelioration produced an environ-




ment for the tallest pitch pine seedlings after two years.




     All seedlings in this experiment were irrigated one time immediately




after they were planted.  A heavy rain during the first night after planting




may have made irrigation unnecessary.  It is still  reasonable that summer




plantings need at least one thorough watering to assist root establishment




and growth.




     Without irrigation, survival would be unacceptably low in areas with




summer dry periods.   During this experiment, August was typically dry but




seedling survival remained high.   Water-stress measurements were not made.







                                     2L

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     The reclaimed spoil in this experiment was not too unfavorable for

plant growth.  Potassium and phosphorus were acceptable and pH was only

moderately acid.  There was a scarcity of nitrogen and organic matter and

some hotspots became apparent after a few months.

     Perhaps the greatest amelioration factor used in this work was the

organic matter that was mixed with the spoil and fertilizers.  Milled pine

bark was used to provide some spoil structure, increase aeration in the root

zone, increase percolation rate for rainfall, and to facilitate root growth

out of the rootrainer media.

     From a practical standpoint, it would be desirable to use slow-release

fertilizer pellets with a complete spoil amendment.  This would preclude

the necessity for making detailed soil analyses to determine mineral de-

ficiencies.  Nitrogen additions should not be too great, so as to interfere

with mycorrhizal infection and root establishment.  Spoil pH would determine

the amount of lime to be added to the root zone.

Costs

     Cost figures on this research are somewhat unrealistic for operations

planning, for all the obvious reasons.  In addition to the two faculty and

two graduate research assistants, a total of 352 man hours were hired at the

minimum wage of $2.65.  Seven days were spent on the site during 1977, plus

one tractor for eight hours.  The materials used in site amelioration were

not extensive and were purchased for less than $50.

     Records were not kept on the cost of raising the tubelings in the

greenhouse, since they were grown under supervision of the U. S. Forest

Service at Athens, GA.

     Plantings in 1978, although not as extensive as those in 1977, were

accomplished with one long day in the field.  Tractor work was contracted
                                     22

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for $80, and only 50 man hours at $2.90 were used.  The costs of land

preparation for the experimental area are given in Table 4.

    An operational study on a larger scale would be necessary to more

fully evaluate and account for costs.  Logic would indicate that costs would

be less than area-wide amelioration but our system is more labor intensive.
TABLE 4.
COSTS OF LAND PREPARATION AND MINISITE DEVELOPMENT
(ON A RECLAIMED SITE OF 3.5 ACRES) I/
                                 Initial
                               Preparation
                                  1977
                                   $
                                      Completion of
                                      Preparation
                                         1978
                                          $
              Total
              Costs

                $
Labor (at minimum wage)
Tractor hire (wheel type)
Materials
                      933.
                       80.
                       50.
145          1078.


 80           160.


 50           100.
  Total
                     1063.
275
1338.
 —'  The  experimental  spacing of  minisites was 3'  x 6'  which is at least twice
as dense  as normal  reclamation plantings.

 —'  On rougher  sites  a track-type tractor would  be required for land
preparation with higher costs for tractor  hire.
                                      23

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                                   TECHNICAL REPORT DATA
                            (Please read Instructions on the reverse before completing)
1. REPORT NO.
 EPA-600/7-80-005
                                                           3. RECIPIENT'S ACCESSION NO.
4. TITLE AND SUBTITLE
  Minisite preparation for Reforestation of Strip-Mined
  Lands
          5. REPORT DATE
           January  1980  issuing date
          6. PERFORMING ORGANIZATION CODE
7. AUTHOR(S)
   Ronald  L.  Hay
   Frank W. Woods
                                                           8. PERFORMING ORGANIZATION REPORT NO.
            CR-9
9. PERFORMING ORGANIZATION NAME AND ADDRESS
   Department  of  Forestry, Wildlife, and Fisheries
   University of Tennessee
   P.  0.  Box  1071
   Knoxville,  TN  37901
          10. PROGRAM ELEMENT NO.
            INE 623
          11. CONTRACT/GRANT NO.
            EPA/IAG D6-E762
           684-15-24
12. SPONSORING AGENCY NAME AND ADDRESS
  Industrial  Environmental Research Laboratory
  Office  of  Research and Development
  U.  S- Environmental Portection Agency
  Cincinnati,  Ohio  45268
          13. TYPE OF REPORT AND PERIOD COVERED
           Final
          14. SPONSORING AGENCY CODE

            EPA/600/12
15. SUPPLEMENTARY NOTES
  This  project is part of the EPA-planned  and  coordinated Federal Interagency
  Energy/Environmental R&D Program
16. ABSTRACT
        The  purpose of this work was to  test  the hypothesis that site preparation of
  a minisite (20x60) cm cylinder) would be effective in promoting seedling  survival
  and growth and still save considerable cost  compared to area-wide site preparation.
  Spoil within the cylinder was mixed with organic matter, lime, and fertilizers,
  returned  to the hole and rootrainer-grown  tubeling planted.  Controls  were planted
  with  a  planting bar.  The rootrainer  medium  was inoculated with Pisolithus tinctorius
  spores.   All outplanted seedlings were irrigated once; planting was done  June 29
  and 30, 1977.

        At the end of the first growing  season,  survival on minisite plots was 98% on
  bare  areas and 86-90% on grassed areas.  After the second season, 10%  more trees
  died  on the prepared bare areas.  Survival on the grassed controls  was 50% or less.
  Growth  of pitch pine responded to minisite preparation on the grassed  area but
  Virginia  pine could not compete succeesfully with the grass.  Both did equally
  well  on the bare areas, prescene of Pisolithus mycorrhizae on tubeling roots was found
  to be extremely important. Spoil amelioration is important, expecially when mycorrhizae
  are there to assist the plant in it utilication. Strip-mine spoil was  successfully
  revegetated with pine by planting in  mid-summer. Second year growth was better than
  the first year growth.
17.
                                KEY WORDS AND DOCUMENT ANALYSIS
                  DESCRIPTORS
                                              b.IDENTIFIERS/OPEN ENDED TERMS
                        c. COS AT I Field/Group
  Ecology
  Env ironment
  Trees
  Coal
  Mine Reclamation
  Stripmines
  Reclamation
pine
Spoil
Tennessee
Ecological Effects
2A, 2D, 6M, 8H,
8M.
18. DISTRIBUTION STATEMENT
    Release  unlimited
                                              19. SECURITY CLASS (ThisReport)
                                                Unclassified
                        21. NO. OF PAGES
                              34
                                                             (Thispage)
                                                                         22. PRICE
EPA Form 2220-1 (Rev. 4-77)   PREVIOUS EDITION is OBSOLETE
                                            '24
                   US GOVERNMENT PRINTING OFFICE 1980-657-146/5537

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