Philip, 

One enclosure does not a study make!  Sorry, I am not sure why Yoda
possessed me.  Certainly I am not as wise as he, but in any case if you
want data that can be analyzed you will need to design a study that can
be statistically tested.  It sounds like there is already an
experimental study with enclosure plots to keep out deer, so the purpose
of any additional study is to study oak regeneration and the impact of
deer browse on that process eh?  In order to adequately study that
relationship you will need to design an experiment.  

Can you hire an ecologist, one who specializes in forest ecological
research?  I would strongly urge you to do so.  I am not a forest
ecologist, but I can at least give you some feedback on your statements
in regards to planning a scientific study, from the perspective of an
ecologist that (ab)uses statistics...  And let me say again, my blurb
below is not a thorough review of the process you will need to undertake
in order to plan a field research experiment.  

As others have alluded to already, one enclosure may enclose conditions
that are peculiar to that area alone, and not representative of the site
as a whole.  I do not want to get into the minutiae of sampling theory
and the requirements of statistical testability, but at the very least
you will need to acquire a random sample of site conditions; meaning you
will need to randomly allocate plots (i.e. enclosures and such) in your
study site.  If you have funding for a 3 acre enclosure, you certainly
should have enough funding for some smaller plots.  But how many plots?

Most field ecologists would love to have the time and funding to perform
a pilot experiment (others have noted you will need to study the site,
they mean in order to gain an appreciation of the natural variability
onsite) so that when you design your study you will gather a large
enough sample size in order to have enough statistical "power" to find
significant differences among treatments.  In the case of a simple
enclosure study, with no other treatments, you will need to demarcate
areas (in a way that will not bother the deer...) that are not enclosed
as overall "control" sites.  Some ecologists who have enough experience
with an area and with the type of study that you wish to perform can
estimate the sample size needed.  It's a risk that you will not know
until you analyze your data, but funding and time sometimes require it.


The Forester's idea to make this an "experimental" study of oak
regeneration has merit, simply because experimental studies generally
afford us a better understanding of systems.  But that will require a
larger study, because you would be adding an additional treatment that
would need to be incorporated into your design.  Just a wild guess, but
you would need to have experimental plots that are and are not enclosed,
as well as enclosed plots that are not experimental and the
aforementioned overall control plots.  

However, even though I have no experience in oak forest restoration in
the Northeast, I paused after reading your summary of the state
forester's recommended methods.  He recommends clear cutting at least 3
acres, nuking the whole area with herbicide, and then planting acorns.
Again, I do not specialize in forest restoration, but I have some
experience with it in riparian habitat restoration and that is NOT a
method that anyone has ever recommended.  Sounds like a method for
encouraging weed recruitment.  I will leave the comments to those who
specialize with oak forests in the NE, but one herbicide spraying does
not a weed control program make... and there are better ways than those
used by industrial agriculture.  Perhaps you should solicit comments
from the folks over at the Society for Ecological Restoration
(http://www.ser.org/) on this topic.  

In regards to your question about the impacts of converting white pine
to oak-hickory, or halting the conversion to white pine (sorry I am not
familiar with your region), you should be able to discuss this with your
state's fish and wildlife agency.  Are the species that inhabit white
pine or oak-hickory habitat threatened or endangered?  There are
probably some local NGOs that could offer feedback on that choice as
well.  

Hope that helps, 

David Thomson M.S.
Restoration Ecologist/Wetlands Scientist
Schaaf & Wheeler
100 N. Winchester Blvd., Suite 200 
Santa Clara, CA 95050-6566
(408) 246-4848 x119
(408) 246-5624 (fax)
[EMAIL PROTECTED]
 

-----Original Message-----
From: Ecological Society of America: grants, jobs, news
[mailto:[EMAIL PROTECTED] On Behalf Of
=?ISO-8859-1?Q?Philip_Shirk?=
Sent: Friday, August 18, 2006 5:40 PM
To: [email protected]
Subject: Re: Deer browsing

... Recently, the camp started a forestry program with the
intended goals of maintaining biodiversity while encouraging valuable
hardwood growth.  Small selective harvests are done on sections of the
forest every few years for income, to encourage forest regeneration, and
to
select (to a degree) for more valuable species.  All this is done in a
non-invasive manner so that visitors to the camp are not affected.

The camp would like to know how to encourage oak regeneration in order
to
maintain the current oak-hickory stand for future generations.  The camp
would like to know if deer (which are very prevalent in the area) are
surpressing oak regeneration.  They approached the state for state
funding
for a deer exclosure, but the state forester maintains that shade, not
just
deer, are preventing the oaks from regenerating.  Therefore, the state
forester wants to clearcut at least 3 acres, roundup the area to kill
all
weeds, and plant acorns.  The forester working with the camp wants only
to
install deer exclosures, claiming that the shade will only slow oak
growth,
not prevent it.

The camp's objective is to maintain biodiversity and an oak-hickory
stand. 
Even if 3 acres were clear cut and turned into a stand of oak, this
method
could not and would not be repeated on other sections of the camp, as it
is
quite invasive and disturbing for many camp visitors.  However, the
state
forester claims that this is the only way to prevent white pine (which
is
also abundant) from taking over the whole forest.  

The idea of multiple smaller plots to compare oak growth in clear cut,
thinned, and undisturbed areas (each with both a deer exclosure plot and
a
control plot) is currently being run by all parties involved.

Several earlier responses mentioned troubles with oak regeneration
across
the northeast.  What factors have been identified?  Is deer browsing
often
the biggest cause, shade, something else (such as fire cycles), or a
combination?

Should the camp be looking at other methods of encouraging oak
regeneration?

Are there any ecological benefits or harm in keeping the forest as an
oak-hickory forest and preventing it from becoming a white pine forest,
as
the state forester claims it will become naturally in the next few
decades?

Also, if no agreement can be reached (and therefore no state funding
available for research), the camp is interested in an inexpensive study,
such as a deer density study, as a quick easy method to find a way to
help
their oaks regenerate.  (This would assume that if the deer density is
too
high, they are at least partly to blame for the lack of regeneration and
therefore decreasing the local population would help oak regeneration.) 
Should this be looked at more seriously to begin with?  Are there others
potential hindrences to oak growth that could be inexpensively examined?

I hope this has cleared things up a bit, and thanks for all the helpful
comments so far,
Philip Shirk

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