Introduction
Competition is the most studied biotic interaction in early community ecology (
Bertness and Callaway 1994;
Lortie et al. 2004). However, the role of positive interactions such as facilitation in community dynamics has also been demonstrated during the last decades, including in plant communities (
Callaway and Walker 1997;
Bruno et al. 2003;
Lortie et al. 2004;
Brooker et al. 2008). Although facilitation and competition are antagonistic interactions, they can simultaneously exist within a plant community. They can be the result of indirect interactions through pair-wise competition among multiple species (
Callaway and Walker 1997;
Bruno et al. 2003;
Lortie et al. 2004). Facilitation and competition can also occur simultaneously between two species, but only the net outcome of the dominant interaction is observed on survival, recruitment, or growth (
Callaway and Walker 1997;
Bruno et al. 2003;
Callaway 2007). Space and time play a crucial role in the intensity of the dependences between species within a community. For example, while enemy release leads to an increased success in the establishment of sugar maple (
Acer saccharum Marsh.) seedlings at its upper elevational range limit, herbivory pressure is high at its lower limit in Mont Mégantic, Québec (
Urli et al. 2016). Moreover, the dominant interaction during succession can switch over time between competition and facilitation (
Bertness and Callaway 1994;
Lortie et al. 2004). This balance between positive and negative interactions is affected by various factors, such as life stages, plant density, physiology, abiotic stress (
Callaway and Walker 1997), or stand development (e.g.,
Cavard et al. 2011). For instance, seedling ontogenetic stages and seasonality influence the interaction outcome of alpine herbaceous vegetation on early seedling establishment of tree species at the treeline of the French Alps (
Loranger et al. 2017). Hence, it is a challenge to determine where and when different processes are important within a community over time (
Lortie et al. 2004).
Facilitation mechanisms are diverse; for example, they include abiotic stress amelioration, substrate modification, or protection from herbivory (
Filazzola and Lortie 2014). The stress gradient hypothesis states that positive interactions such as facilitation increase in communities in abiotically stressful and low productivity environments (
Bertness and Callaway 1994;
Callaway 2007). Indeed, competition is high when resource acquisition is not limited by abiotic conditions, but its importance decreases compared with facilitation when severe physical conditions limit resource availability. Although this hypothesis is still debated (
Brooker et al. 2008), it is supported by many empirical studies (
Callaway 2007;
Defossez 2012), and facilitative effects such as the “nurse-plant syndrome” are recognized as important and relevant processes in community dynamics (
Brooker et al. 2008;
Filazzola and Lortie 2014). Therefore, nurse plants can be used as a tool in restoration ecology (
Gómez-Aparicio 2009). For example, the facilitative effects of grass or shrubs as nurse plants were observed in the restoration of degraded semiarid steppes or Mediterranean-type mountain ecosystems (
Maestre et al. 2001;
Castro et al. 2004). In addition to removing competitive species, using nurse shrubs and trees is thus a promising option to restore woody late-successional communities (
Gómez-Aparicio 2009).
Facilitation and competition mechanisms have direct implications in the context of the transformation of closed-crown boreal forests into open, unproductive woodlands. Indeed, closed managed forests are progressively opening at their northern limit, mainly due to tree regeneration failure after natural or anthropogenic disturbances (
Girard et al. 2009;
Oris et al. 2014;
Splawinski et al. 2019). In subarctic ecosystems, tree regeneration failure is caused by the absence of advanced regeneration, insufficient post-disturbance seed rain, the lack of suitable seedbeds, and competition by ericaceous species (
Thiffault and Hébert 2017;
Payette and Delwaide 2018). The boreal forest is a carbon sink and an important source of fibre (
Brandt et al. 2013); regeneration failure thus threatens the sustainable provision of these ecosystem services, such as carbon sequestration (
Kurz et al. 2013).
Restoration planting is a recognized management option to control community structure and composition, and is thus used to maintain ecosystem services (
Stanturf and Madsen 2002;
Nunez-Mir et al. 2015). However, many factors, including the nature and abundance of competing vegetation, influence the success of restoration efforts. Pioneer species rapidly establish and compete for light, water, and nutrients with late-successional tree species (
Wagner and Robinson 2006). Mechanical site preparation is often used in this context to reduce the competition pressure on regenerating trees (
Löf et al. 2012). However, companion vegetation can exert facilitative effects on planted trees by offering protection against stressful environmental conditions (
Callaway 2007;
Brooker et al. 2008) or by reducing the competition by other species (
Löf et al. 2014). In particular,
Alnus species can fix and utilize atmospheric N
2 for growth (
Bond 1956). As a result, the presence of
Alnus increases soil N content (
Binkley et al. 1992;
Titus 2009) and can facilitate the establishment and growth of planted conifers (
Haeussler and Coates 1986). However,
Alnus species can also compete for light and water; therefore, they prevent conifer establishment and growth (
Haeussler and Coates 1986;
Jobidon 1995). These multiple mechanisms of plant–plant interactions need to be disentangled to better understand the balance between facilitation and competition of the nurse-plant syndrome (
Filazzola and Lortie 2014) and identify the best practices for restoration planting in the boreal zone. Moreover, as species’ idiosyncratic features play an important role in biotic interactions, it is crucial to understand how facilitation and competition mechanisms converge or diverge between slow-growing versus fast-growing native conifer species.
We addressed these questions using a field trial established in northern Québec, Canada, on a site burned in 2007 (
Thiffault and Hébert 2017). The experiment aimed at testing the effects of mechanical site preparation (MSP) and planting of a nurse N
2-fixing species, American green alder (
Alnus alnobetula subsp.
crispa), on conifer growth. The site was planted in 2011 with black spruce (
Picea mariana (Mill.), considered a slow-growing, shade-tolerant, conservative-type species) and jack pine (
Pinus banksiana Lamb.; considered a fast-growing, light-demanding, acquisitive-type species) under three silviculture scenarios: MSP, MSP with plantation of green alder, and a control treatment without MSP. Early results have evidenced a higher growth rate for conifers planted in plots treated with MSP, as well as with alder as a companion species, than in control plots (
Thiffault and Hébert 2017). However, alder exerted significant competition for light, which could eventually decrease the initial benefits of this nurse species on planted conifers. A better characterization of N pathways was deemed necessary to understand the mechanisms responsible of the facilitative effects, especially on two conifers with different N acquisition strategies. Indeed, jack pine takes up N from the mineral soil (
Visser 1995;
Houle et al. 2014), whereas black spruce N nutrition mainly comes from the soil organic layer (
Houle et al. 2014).
Therefore, we aimed at assessing the balance between the facilitative and the competitive effects of American green alder, a N2-fixing species, on black spruce and jack pine growth on a northern boreal site characterized by harsh growing conditions. To achieve our objective, we used data describing soil and foliar stable nitrogen isotope ratio δ15N and total N concentration, competition level, and seedling growth over six growing seasons and tested the following hypotheses: (i) foliar δ15N is different between green alder and the planted conifer species, as alder can fix and utilize atmospheric N2 for growth; (ii) green alder has a facilitative effect on conifer growth through nutritional processes; and (iii) there is a competitive effect of alder on the planted conifers through light interception. We tested which interaction (facilitation or competition) has the strongest effect on planted conifer growth (i.e., is the net outcome on growth positive or negative in presence of alder?) and if the interaction outcome is similar for both conifers.
Materials and methods
Study area
We studied the role of alder in an experimental plantation containing black spruce and jack pine seedlings, located in northern Québec, Canada (51°50′40.7″ N, 68°15′46.9″ W) at the actual northern limit of commercial forestry in Québec. This limit is based on the physical environment, timber production capacity, forest vulnerability to fire, and conservation of biodiversity (
Jobidon et al. 2015). Vegetation in this region is typical of the black spruce–feather moss bioclimatic domain (
Saucier et al. 2009). The region presents a continental sub-polar sub-humid climate with a mean annual temperature of −2.5°C and a mean annual precipitation of 900–1000 mm, of which 40%–45% falls as snow. Growing seasons are short, about 120 d. The soil is a Podzol with occasional induration derived from glacial tills with a loamy-sand texture (71% sand, 19% silt, and 10% clay in the upper-B horizon,
Soil Classification Working Group (1998)). A 12–15 cm thick mor humus covers the mineral soil. In 2007, a wildfire burned the previous stand, which was 61–80 years old and composed of 12–17 m tall black spruce trees with a canopy cover of 41%–60%. Visual assessment conducted in July 2010 showed the abundance of charred organic material (
Thiffault and Hébert 2017).
Experimental design
Our experiment builds from a subset of the experimental setup described by
Thiffault and Hébert (2017). The establishment of three silviculture scenarios were completed in 2011; they were randomly applied within five blocks on 15 main plots:
i.
standard mechanical site preparation applied in August 2010 with a T26.a disc trencher (Bracke Forest AB, Bräcke, Sweden) (MSP);
ii.
similar to MSP treatment, but followed by systematic planting in June 2011 of 2000 Alnus alnobetula subsp. crispa (AC) seedlings ha−1 that were produced in 110 cm3 containers from local seed sources (MSP + AC); and
iii.
a control treatment (without mechanical site preparation) (C).
Block size ranged from 4.6 to 7.1 ha. Main plots were 1.1 ha each and separated by 10–15 m buffers. Main plots were divided into two subplots, in which black spruce and jack pine seedlings were randomly assigned to be planted. This experimental design was, therefore, a complete block split-plot assignment with five blocks, three main plots per blocks (MSP; MSP + AC; C), and two subplots per main plot (black spruce; jack pine) (cf. fig. 1 of
Thiffault and Hébert 2017).
Conifer seedlings originated from local seed sources and were produced in 110 cm3 containers. Initial seedling height and root collar diameter at the time of planting were, respectively, 32.4 ± 4.1 cm and 3.8 ± 0.6 mm for black spruce and 29.9 ± 3.6 cm and 3.4 ± 0.4 mm for jack pine. Seedlings were planted in July 2011 at a density of 2000 conifers ha−1. In MSP +AC plots, conifer seedlings were planted independently of alder seedlings; conifer–alder distances, therefore, varied within plots.
Seedling measurements
We established 200 m2 circular sampling plots in the approximate centre of each subplot. All planted conifer seedlings (n = 45 ± 1) within these sampling plots were tagged to assess their dimensions over time. We measured seedling height (cm), leader’s annual shoot length (cm), and root collar diameter (mm) of the tagged seedlings at the end of the first (2011), third (2013), and sixth (2016) growing seasons after planting. We calculated the height at the end of the second (2012) and the fifth (2015) growing seasons after planting by subtracting the leader’s annual shoot length from total seedling height at the end of the third and sixth growing seasons, respectively. In 2016, we also measured the distance between conifer seedlings and the nearest alder (cm) and the nearest alder height (cm) in the MSP + AC treatment, to calculate a competition index.
In October 2016, the instantaneous photosynthetic photon flux density (PPFD, μmol m−2 s−1) received at mid-height of the seedling and the instantaneous PPFD received above the seedling (i.e., full sunlight) were measured on two or three individuals per conifer species in three blocks in the MSP and MSP + AC treatments between 11:00 and 14:00 h on two consecutive sunny days using a PAR/LAI ceptometer (AccuPAR model LP-80, Decagon Devices, Inc., Pullman, Washington, USA). The ratio of full sunlight received by the seedlings was calculated as the ratio of PPFD measured at mid-height of the seedling over PPFD measured above the vegetation cover.
In 2016, we collected shoots from growing seasons 2014, 2015, and 2016 for two target seedlings of each conifer species and current-year leaves of the corresponding nearest alders in three blocks for each treatment. For each of these target conifer seedlings, the mineral soil between 5 and 20 cm depth was collected within a 25 cm radius from the base of the stem.
Determination of chemical and isotope composition
We determined the contribution of atmospheric N2 fixation by alder to conifer N uptake using soil and foliar total N and stable nitrogen isotope ratio (δ15N = 15N/14N, ‰). We first tested if δ15N was different between green alder and the planted conifer species. Indeed, foliar δ15N of alder close to ambient air δ15N (0‰, the standard reference used for the determination of stable nitrogen isotope ratio) implies that alder likely fixes and utilizes atmospheric N2 for growth. We then tested if green alder had a facilitative effect on conifer growth through nutritional processes by comparing soil and foliar total N and δ15N of conifer species in presence and absence of alder.
Soil samples were dried at ambient temperature at least 72 h and ground to pass a <0.5 mm screen, whereas foliar samples were oven-dried at 60 °C for at least 72 h to determine total N (Ntot, g kg−1) and stable nitrogen isotope ratio (δ15N = 15N/14N, ‰). Total N was determined by high-temperature dry combustion (1350 °C) followed by thermal conductivity detection (TruMac CN elemental analyzer; LECO Corporation, St. Joseph, Michigan, USA). We encapsulated 3.59 ± 0.12 mg of leaf and 60.04 ± 0.81 mg of soil from each sample in tin capsules that were sent to the Davis Stable Isotope Facility (University of California, Davis, California, USA) to determine their δ15N signatures using an Isotope Ratio Mass Spectrometer (Europa Scientific Integra, PDZ Europa, Cheshire, UK).
Statistical analyses
We conducted the statistical analyses using the pooled data from shoots from the three years (2014, 2015, and 2016) for the planted conifers. We first used Student t-tests to assess the difference of foliar Ntot and δ15N between alder and black spruce or jack pine. We then performed analyses of variance (ANOVA) to test for significant effects of silviculture scenarios and conifer species on the same variables. Analyses were conducted with (i) linear mixed-effects models (LMMs) to analyze the responses of Ntot and δ15N for conifer leaves and soils, and ratio of full sunlight received by seedling to silviculture scenario, species, and the interaction silviculture scenario × species, using block, block × silviculture scenario, and block × silviculture scenario × species as random effects and (ii) LMMs with repeated measures to analyze the response of root collar diameter (three growing seasons) and height (five growing seasons) to silviculture scenario, species, number of growing seasons after planting, the three two-way interactions, and the three-way interaction silviculture scenario × species × number of growing seasons, using block, block × silviculture scenario and block × silviculture scenario × species as random effects. A compound symmetry matrix was used as the variance-covariance matrix of the error terms for these LMMs with repeated measures.
Post-hoc tests were performed to test for differences between silviculture scenarios for the LMMs and between silviculture scenarios within species × number of growing seasons for the LMM with repeated measures, when the F-values of the ANOVA were significant at α = 0.05.
Finally, using conifer and alder height and the distance data from MPS + AC treatment, we calculated angular height as a competition index (
Biging and Dobbertin 1992) as follows:
where
j represents the target conifer seedling and
i the nearest natural or planted alder seedling. We then used LMMs to analyse the response of root collar diameter and height to angular height, conifer species, and their interaction, using block and block × species as random effects.
In all analyses, we conducted standard procedures for model diagnostics. Degrees of freedom associated to the denominators for the tests of fixed-effects were calculated with the Satterthwaite method, as the factors associated to the random effects had few levels and the distribution of their estimators was better approximated by a χ
2 distribution than a normal distribution (
Littell et al. 2006). All analyses were conducted using R version 3.6.0 (
R Core Team 2019) using the
lmerTest package (
Kuznetsova et al. 2016) for LMMs and
lsmeans package (
Lenth and Love 2018) for post-hoc tests.