Case studies for five Scottish forestry situations

The following hypothetical examples are intended to illustrate some of the resilience-buidling strategies in action.

A typical Sitka spruce forest in south west of Scotland

A large forest of predominantly Sitka spruce, with small elements of riparian broadleaves and minimal open space, surrounded by other Sitka spruce-dominated forests.  The manager’s objective is to maximise returns by producing large volumes of sawtimber for the market.

Main threats: 

  • Repeated, heavy attack by a pest or disease such as the green spruce aphid causing large-scale tree mortality, particularly where the spruce is not growing under optimum conditions.  May also pre-dispose the trees to other pests and diseases.  
  • Sitka spruce becoming less suited to the climate over parts of the holding by 2080.
  • Large-scale windthrow event destroying a significant area of the crop.
  • Increase in high-intensity rainfall events with consequent risk of landslip, flooding and polluting run-off from harvesting/restock sites.

Main resilience-building strategies: 

  • Put plans in place to monitor plant health and ensure that pests and diseases are identified quickly, and that control measures, if available, are ready to be used.  Be ready to bring forward felling for crops that have reached a marketable size.
  • Where possible, thin stands earlier to increase tree stability and reduce the risk of windthrow, and put in place a windthrow contingency plan so as to be prepared in case of catastrophic damage.
  • Progressively use the opportunities provided by restocking to spread the risk that is inherent in a monoculture, while ensuring that management objectives are not compromised unnecessarily. Use tools such as Forest Research’s Ecological Site Classification tool and the guide Using alternative conifers for productive forestry in Scotland’to see whether there are alternative species that can be used on the site – such as Douglas fir, Norway spruce or productive broadleaves in the more sheltered fertile valleys.  Where alternatives could give an acceptable yield, favour these species - bearing in mind that the aim is to spread longer-term risks to the business.
  • Plan species diversity at a scale that is appropriate to the objectives; an intimate mixture of different species using a continuous cover approach may not be suitable where machinery is to be used for harvesting and the ground will need brash mat protection. 
  • Identify areas where it is not practical or desirable to restock given the potential for tree growth in a future climate, and see whether these could form the planned open space in a restructured forest.  
  • Consider whether there is the potential to diversify income from the forest (e.g. through recreation) and in support of this, to use continuous cover forest management to improve aesthetics in key areas.
  • When designing culverts and bridges take into account the likely increase in rainfall and its intensity.

Pine plantation in Moray

A large area of well-structured pine plantation (mainly lodgepole and Corsican) on a dry site in the east of Scotland. The manager’s objective is to produce large volumes of timber for market and to enhance this attractive site as a visitor facility.

Main threats:

  • Already under threat from Dothistroma (Red Band) needle blight which is likely to get worse, particularly on inland provenances of lodgepole pine but also, possibly, on Scots pine.
  • Increasing risk of summer drought and failure of late planting.
  • Risk of forest fires, particularly in young pine stands.

Main adaptation strategies:

  • In areas affected by Dothistroma, bring forward thinning and felling and replace the affected lodgepole and Corsican pine with, for example, Macedonian pine, western red cedar or other timber species that would produce acceptable crops.  Identify the best species for the site using tools such as Forest Research’s Ecological Site Classification tool and the guide Using alternative conifers for productive forestry in Scotland’
  • Consider the possibility of managing broadleaved species such as birch for timber on at least part of these sites.  To ensure successful establishment of birch it is particularly important to choose the correct origin of planting stock; natural regeneration may be possible but improved stock is available and would be more suitable for timber production objectives.
  • Thin compartments which are not yet showing signs of Dothistroma and which are not yet at a size suitable for clearfelling, so as to allow air circulation in the crop.
  • Thin stands earlier and more frequently to increase stability and reduce the risk of windthrow, and put in place a windthrow contingency plan so as to be prepared in case of catastrophic damage.
  • Consider using continous cover forestry approaches on drier parts of the site in order to retain soil moisture, reduce the risk of planting failure and enhance the aesthetics of the site.
  • Reduce the risk of forest fires, both by using appropriate management strategies (to be outlined in forthcoming guidance) and by raising awareness among visitors about the risk of starting fires.

Native woodland on the west coast

A series of small- to medium-sized native woodlands including some gorge woodlands, separated by grazed land.  Composed of native species with rich bryophyte interest, but with some rhododendron invasion.

Main threats:

  • Rhododendron becoming dominant on the site, shading out ground flora and bryophytes and acting as a potential host for Phytophthora ramorum.
  • Excessive deer browsing and sheep grazing preventing natural regeneration.
  • Change in species suitability for both trees and ground flora over time as the climate changes and pests and diseases remove species such as ash.
  • An increase in winter rainfall affecting slope stability and increasing the likelihood of flooding.

Main resilience-building strategies:

  • Remove rhododendron completely from the site following guidance in the Practice Guide on Managing and controlling invasive rhododenron.
  • Protect the site from excessive browsing and grazing using fencing or deer/stock management.  Note that some managed conservation grazing may be necessary to maintain the conservation value of the site – it is excessive browsing and grazing that should be avoided.
  • Enlarge and connect the woodlands, where this would be acceptable in relation to the surrounding land uses, to create larger woodland blocks that are less vulnerable to the changing climate.  Use natural regeneration where possible, or use Scottish native woodlands seed sources guidance to find appropriate planting material.

Caledonian pine wood in Cairngorms  

A large native pinewood providing a home to iconic forest species such as capercaillie and red squirrel.  Ancient ‘granny’ pines making a disproportionate contribution to the biodiversity and aesthetic value of the site. Some areas planted at timber-producing density with Scots and other pine, now reaching a harvestable size.

Main threats: 

  • Loss of ancient pines through old age or forest fires, and lack of succession planning to create the ‘grannies’ of the future;
  • Possible loss of pine as a key species because of disease such as Dothistroma needle blight;
  • Lack of natural regeneration of native species because of deer browsing and lack of ground disturbance. 

Main resilience-building strategies: 

  • Protect current ancient pines and select other mature pines that could form the next generation of such ‘granny pines’.
  • Convert a proportion of the even-aged pine plantations to continuous cover approaches using the guidance Managing continuous cover forestry  (available on request). Through this approach help to secure a new generation of older trees.
  • Thin other even-aged stands heavily to increase air circulation to help protect from Dothistroma infection.  Consider removing heavily infected young crops, particularly if they consist of lodgepole pine. 
  • Enlarge and connect the woodlands, where this would be acceptable in relation to the surrounding land uses, to create larger forest habitat networks.  Information about forest habitat networks, and links to maps of where these networks would most beneficially be established, are available on the Forestry Commission website.
  • Provide the ground disturbance needed for natural regeneration to take place at regular intervals, so as to ensure that genetic adaptation to the changing environment can occur through natural selection.  This is likely to necessitate deer control or fencing.
  • Remove threats to the site such as rhododendron following guidance in the Practice Guide on Managing and controlling invasive rhododenron
  • Consider introducing associated native broadleaved species of trees and shrubs if they are absent due to past land use. This will increase the characteristic diversity of species and future resilience.

Creation of a large-scale productive woodland

A proposal to create a large new woodland on a predominantly upland site in north Scotland.  The main aim is to create a woodland with the potential for future timber production and Sitka spruce is the manager’s default choice of species.

Main threats: 

  • Trees planted now may not thrive in the climatic conditions that they will experience over their rotations.
  • Trees planted now may be at risk of pest and disease attack.
  • Ground could be too waterlogged to plant/harvest for much of the season.
  • Nutrient run off and pollution from cultivation/drainage.

Main resilience-building strategies: 

  • Ensure that there is a good soils map to guide species choice;
  • Use tools such as Forest Research’s Ecological Site Classification tool and the guide Using alternative conifers for productive forestry in Scotland to see whether a range of species can be used as part of a productive woodland on the site.  Depending on intended markets and the soils available, potential candidates might include alternative spruces (such as Serbian spruce), alternative firs (such as Noble fir) or productive broadleaves (such as oak, sycamore, red alder or birch).  Where alternatives to Sitka spruce could give an acceptable yield, favour these species - bearing in mind that the aim is to spread longer-term risks to the business.
  • Plan species diversity at a scale that is appropriate to the objectives; an intimate mixture of different species using a continuous cover approach may not be suitable where machinery is to be used for harvesting and the ground will need brash mat protection.  Alternative species should be planted in blocks of at least 1 ha in size to ensure they are not overlooked and can guidance to future managers. 
  • Look for other ways of planning for diversity such as networks of permanent tree cover to provide windfirm coupe edges and a range of rotation lengths and thinning regimes. 
  • On the parts of the site that are marginal for productive forestry, use alternatives such as native woodland and open space to broaden the objectives that can be achieved on the site.
  • Where exposure could be a risk, use the Forest Gales tool to determine the windthrow risk of a future crop, and plan species and rotations to suit.
  • Use appropriate ground preparation techniques such as mounding to provide a raised weed-free planting position during establishment, and reduce the risk of run off from ploughing.
  • Planting of permanent riparian woodland buffers to minimise run off and nutrient loss.