USDA FOREST SERVICE LONGLEAF PINE PROGENY TEST REVIEW AND ANALYSIS

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USDA FOREST SERVICE LONGLEAF PINE PROGENY TEST REVIEW AND ANALYSIS C. Dana Nelson 1,2, Barbara S. Crane 3, James H. Roberds 2 1 USDA Forest Service, Southern Research Station, Saucier, MS, USA 2 Forest Health Research and Education Center, University of Kentucky, Lexington, KY, USA 3 USDA Forest Service, Southern Region, Atlanta, GA, USA 1

Genetic Resource Management Program Reforestation & Restoration Genetic Conservation Partnerships Formerly known as Tree Improvement National Genetics Strategic Plan 2017 under revision 2

Southern Region Program activities: - Collect & maintain seed supply to support reforestation & restoration, seed forecasting - Use local seed source, e.g., seed orchard seed, seed production areas, using appropriate seed zones Ashe seed bank, DeSoto National Forest

USDA Forest Service Region 8 Genetic Resource Management Program Actively managing 7 seed orchards Seed orchard locations & species: pines -- loblolly, longleaf (coastal & mountain), sand, slash, shortleaf, table mountain, Virginia, white hardwoods -- American chestnut, black cherry, butternut, oaks

Major Region 8 Pine Species Shortleaf & Longleaf Shortleaf pine seed orchards 500 acres 1 st Generation 27 acres 2 nd Generation 0 acres 3 rd Generation? acres Seed Production Area Longleaf pine seed orchards 503 acres 1 st Generation 37 acres 2 nd Generation 2.5 acres 3 rd Generation 272 acres Seed Production Area 5

Longleaf pine Forest Service seed orchards comprise ~ 75% of all longleaf pine orchard resources across the south Most other agencies that have longleaf pine orchards provide little or no maintenance NFS 35/55 progeny tests re-established (prescriptions written, measurements completed and first reported here) Progeny tests are valuable resources for seed and scions for nextgen orchard development Why do we want to establish new orchards? To ensure productivity And where do we establish new orchards? To ensure adaptability Longleaf pine seed orchard in MS

Longleaf pine distribution, current (2015) on left, potential future on right 7

Longleaf pine containerized nursery, seedling and seed storage 8

USFS Region 8 Longleaf Pine Progeny Test 9

Geographic (Lat, Lon) distribution of Test sites Lat (N) Plot of lat*lon. Symbol is value of state. 35 ˆ NC N 39 of 55 original tests 34 ˆ A north AL SC S 33 ˆ A A l a t 32 ˆ TX AL T M T T LA MS A 31 ˆ LL L M A M FL F F 30 ˆ Šˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆ -95-92.5-90 -87.5-85 -82.5-80 -77.5-75 95 lon Lon (W) 35 30 NOTE: 21 obs hidden. Lat (N) Plot of lat*lon. Symbol is value of state. 35 ˆ NC N 31 tests re-measured 34 ˆ SC S 33 ˆ l a t 32 ˆ TX AL T T T LA MS A 31 ˆ LL L M A M FL F F 30 ˆ Šˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆƒƒƒƒƒƒƒƒƒƒˆ -95-92.5-90 -87.5-85 -82.5-80 -77.5-75 95 lon Lon (W) 35 30 NOTE: 17 obs hidden. 10

Over all 31 Tests Number, Mean, Std Dev, Min, Max Variable N Mean Std Dev Minimum Maximum ma DbH (in/yr) 31 0.337 0.0844 0.210 0.523 ma HT (ft/yr) 31 2.36 0.322 1.70 2.98 N live Trees 31 498.7 321.69 69 1232 N Females 31 30.4 10.06 15 47 Survival 31 0.38 0.203 0.09 0.74 Age (yrs) 31 20.4 2.29 16 22 Lat (N) 31 31.6 1.38 30.3 34.8 Lon (W) 31 87.8 5.98 94.4 77.1 11

Statistical and Genetic models Randomized complete block design at each test 6 to 8 reps per test 7 to 4 trees/plot (row plots) Variance components and narrow sense heritability Y = Rep(Test) + Female + R*F + Error All factors considered random, SAS proc mixed H2 = 4*FemVar / (FemVar + R*Fvar +ErrVar) approximate Female breeding values Female LSMs in same model expect Females considered fixed 12

AL FL LA MS SC NC TX Mean Annual DbH (0.2 to 0.5 in) AL FL LA MS SC NC TX Mean Annual HT (1.8 to 3.0 ft) AL FL LA MS SC NC TX 0 0.5 1 Heritability DbH 13

Distribution of Test Means by state AL FL SC NC MS LA TX 0 0.5 1 0 0.5 1 0 0.5 1 Survival Fusiform Rust Crook/Sweep 14

Distribution of Heritability by state AL FL SC NC MS LA TX 0 0.5 1 0 0.5 1 0 0.5 1 Heritability Survival Heritability Rust Heritability Crook/Sweep 15

AL FL SC NC MS LA TX Mean Rust (0 to.5) Mean Survival (0 to 1.0) Mean Crook/Sweep (0 to 1.0) AL FL SC NC MS LA TX 0 0.5 1 0 0.5 1 0 0.5 1 Heritability Survival Heritability Rust Heritability Crook/Sweep 16

Trait = DbH, std Female LSMs over Tests stdlsmover Cum. Cum. Midpoint Freq Freq Percent Percent -3.75 1 1 0.12 0.12-3.25 1 2 0.12 0.24-2.75 * 3 5 0.36 0.60-2.25 ** 10 15 1.20 1.80-1.75 ******* 36 51 4.31 6.11-1.25 ************** 68 119 8.14 14.25-0.75 **************************** 142 261 17.01 31.26-0.25 ****************************** 150 411 17.96 49.22 0.25 *********************************** 173 584 20.72 69.94 0.75 ************************* 123 707 14.73 84.67 1.25 *************** 74 781 8.86 93.53 1.75 ******* 37 818 4.43 97.96 2.25 *** 13 831 1.56 99.52 2.75 2 833 0.24 99.76 3.25 2 835 0.24 100.00 Šƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒ 20 40 60 80 100 120 140 160 Frequency ntrees Cum. Cum. Midpoint Freq Freq Percent Percent 20 ******* 49 49 5.87 5.87 30 *************************************************** 381 430 45.63 51.50 40 ******************** 151 581 18.08 69.58 50 ******************************* 231 812 27.66 97.25 60 0 812 0.00 97.25 70 * 5 817 0.60 97.84 80 0 817 0.00 97.84 90 * 10 827 1.20 99.04 100 * 5 832 0.60 99.64 110 0 832 0.00 99.64 120 0 832 0.00 99.64 130 0 832 0.00 99.64 140 1 833 0.12 99.76 150 2 835 0.24 100.00 Šƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒˆƒƒƒ 30 60 90 120 150 180 210 240 270 300 330 360 20 100 Frequency Number of Progeny (within states) per Female count Cum. Cum. Midpoint Freq Freq Percent Percent 1 *************************************** 771 771 92.34 92.34 2 2 ** 38 809 4.55 96.89 3 * 24 833 2.87 99.76 4 0 833 0.00 99.76 5 0 833 0.00 99.76 6 2 835 0.24 100.00 Šƒƒƒƒˆƒƒƒƒˆƒƒƒƒˆƒƒƒƒˆƒƒƒƒˆƒƒƒƒˆƒƒƒƒˆƒƒƒƒ 100 200 300 400 500 600 700 Frequency Number of Tests (within states) per Female 17

Selection Strategy First-gen orchard rogueing Use Female BV to rogue existing 1 st gen orchards Keep much genetic diversity, while rogueing inferior Females to optimize spacing and seed production Second-gen orchard establishment options A. Use individual tree BVs to select 2 nd generation orchard collect scions and graft 100 local optimized genotypes per orchard May weight selections more heavily on warmer test locations B. Use individual tree BVs to select 2 nd generation orchard collect seeds for seedling seed orchard 18

Summary and Conclusions USFS Southern Region s longleaf progeny tests and data provide valuable resources for longleaf pine restoration Survival varies widely among tests, but heritability (additive genetic variance) is observable for most important traits Over 800 parents were tested over 7 states (region-wide), so a wide sampling of genotypes and environments was achieved Genetic gains can be achieved while maintaining most genetic diversity Old orchards can be improved (genetics and seed yield) New orchards can be established 19