Gerhold: Species Response to Tree Shelters
SPECIES DIFFER IN RESPONSES TO TREESHELTERSby Henry D. Gerhold
Abstract. Effects of tree shelters on height, caliper, and di-
cated in USDA Hardiness Zone 6. Seven species and
ameter at breast height of 11 landscape tree species and cul-
cultivars were planted in 6-tree plots, replicated in 3
tivars were investigated in 2 nurseries during a 4-year
randomized complete blocks. Tubex® tree shelters 8
period; the ratio of height to caliper was calculated as an
to 11 cm (3.1 to 4.5 in.) in diameter and 1.5 m (5 ft)
indicator of trunk sturdiness. Species differed greatly in
in height were placed over 3 trees in a subplot; the
their responses, ranging in the fourth year from none to 44%
other 3 trees served as controls. After the second
and 55% height increases of Magnolia ‘Merrill’ and M. stellata accompanied by 18% and 14% caliper increases. Acer
growing season, shelters were removed from 2 trees
griseum, Carpinus caroliniana, Cercis canadensis, Cornus
in each subplot and from the remaining tree after the
‘Celestial’ and ‘Constellation’, Prunus serrulata ‘Kwanzan’,
and P. subhirtella autumnalis exhibited more modest height
Trees in Experiment 2 were planted in April and
increases, but also caliper decreases, compared to controls
May 1995 at Nittany Trees nursery in central Penn-
without shelters. Malus ‘Adirondack’ and Syringa reticulata
sylvania, near the border of USDA Hardiness Zones
‘Summer Snow’ did not benefit. Two shelter sizes and severe
5 and 6. Nine species or cultivars were planted in 9-
winter weather also affected the results of some varieties.
tree plots, replicated in 3 randomized complete
Key Words. Landscape trees; nursery; tree shelters; ac-
blocks. Two sizes of Tree Pro Sr.® Tree Protectors
were used, 9 cm (3.5 in.) and 18 cm (7 in.) in diam-eter, both 1.5 m (5 ft) in height; each size was placed
Tree shelters may be able to accelerate the growth of
over 3 trees in a subplot, leaving 3 trees as controls.
certain species that are compatible with overhead
Shelters were removed after the second or third
utility lines. If their slow growth and branching habit
growing season, as they had been at Root’s Nursery.
could be improved, the limited number of species
Trees were measured every year after summer
suitable for planting under wires could be amplified.
growth was complete: total height, caliper at 15 cm
A previous article (Witmer et al. 1997) discussed the
(6 in.) above ground, and diameter at 137 cm
growth responses of 14 species and cultivars grown
(4.5 ft). An indicator of trunk sturdiness was calcu-
in tree shelters for 1 or 2 years in 2 nurseries. Two
lated by dividing caliper by height.
years later, the trees nearly had attained marketable
Analyses of variance were conducted in which
sizes, so that final results of the experiments can be
blocks, tree varieties, and shelter treatments within
varieties were the main sources of variation.
Other studies of tree shelters in nursery environ-
Duncan’s New Multiple Range Test was used to sepa-
ments have been conducted in California (Burger et
rate means at the 0.05 significance level.
al. 1992; Burger et al. 1996; Burger et al. 1997). Themost common use of tree shelters has been in forest
conditions (Brissette 1995), but they also have been
Statistically significant differences were detected
employed in urban situations (Jones et al. 1995).
among varieties and among tree shelter treatmentsnested within varieties (Table 1). These occurred in all
years in measurements of height, caliper, and diam-
The earlier report on the 2 experiments (Witmer et
eter at breast height. Blocks and interactions of blocks
al. 1997) described materials and methods com-
with varieties and treatments had much smaller ef-
pletely, so only the main features are repeated here.
fects, which were nonsignificant in most cases.
Trees in Experiment 1 were planted in May 1994
Three species suffered severe dieback and mortal-
at Root’s Nursery in southeastern Pennsylvania, lo-
ity presumably due to low winter temperatures: Acer
Journal of Arboriculture 25(2): March 1999
Table 1. Results of analyses of variance in height, cali-
from the tops of the shelters. In subsequent
per, and diameter at breast height at Root’s Nursery and
years, the height advantages became smaller.
Beneficial effects on heights of the 2 magnolias
at Root’s Nursery and Carpinus caroliniana in thelarger shelters at Nittany Trees were especially
dramatic, and the height advantage persisted af-
ter removal of the shelters. Acer griseum and
Cercis canadensis also retained a height advan-
tage after the fourth growing season.
Harsh winters presumably caused some die-
back in 1996 or 1997 at Nittany Trees. Practi-
cally all of the affected trees were within
shelters: 4 of 9 Carpinus trees in each of the
shelter sizes, 8 of 9 Magnolia trees in each of the
shelter sizes, 3 of 9 Cornus ‘Celestial’ trees in
small shelters, and 2 of 9 Cornus ‘Constellation’
The caliper growth of trees in shelters was
greatly depressed by the end of the second
growing season in most cases (Table 3). The 2
magnolias were an exception at both nurseries,
even though their height growth as a percentage
* = significant at 0.05% level. ns = nonsignificant.
Table 2. Heights of trees (feet) grown for
the first 2 years at Root’s Nursery in 9-cm (3.5-in.) shelters and at
Nittany Trees in 9- and 18-cm (3.5- and 7-in.) shelters, compared to
trees grown all 4 years without shelters (percentage of control).
and Carpinus japonica (7 trees inshelters died and 9 trees in shel-
Gerhold: Species Response to Tree Shelters
of the control exceeded all other species. In the
The shelters required little maintenance after
fourth year at Root’s Nursery, the magnolias were the
they were installed shortly after planting. A few of
only varieties for which the calipers of sheltered trees
them were bent over by a wet, heavy snowfall be-
were greater than for the controls. At Nittany Trees,
cause their wooden stakes were defective. Branches
the dieback of sheltered trees, to the ground in many
inside the shelters remained relatively small. They
cases, reduced calipers substantially.
could be pruned quickly when shelters were taken
The sturdiness indicator of trees within shelters,
off. The plastic shelters appeared to deteriorate very
expressed as caliper of the trunk divided by height,
was reduced the most at the end of the second grow-ing season (Table 4). After the tops of trees emerged
from shelters and they were removed, sturdiness im-
Tree shelters were found to be useful in the nursery
proved but was still inferior to the controls. The one
production of some species but not others. The
exception, Malus ‘Adirondack’, had a higher sturdi-
heights of Magnolia ‘Merrill’ and Magnolia stellata in
ness value because its height was depressed by shel-
shelters were about half again as tall as the controls,
ters proportionally more than its caliper. The
and their calipers were also somewhat greater. This
reduction in sturdiness was not a severe problem,
size advantage occurred in USDA Hardiness Zone 6,
but a few trees tended to bend over and were fas-
but near the edge of Zone 5 it was nullified by die-
tened to the stakes that were left in place after shel-
back after severe winters. The modest height in-
ters were removed. The 18-cm (7-in.) shelters
creases of Acer griseum, Cercis canadensis, Cornus
caused less of a reduction in sturdiness than the 9-
‘Celestial’, and Cornus ‘Constellation’ in shelters were
offset by decreases in caliper and sturdiness; growing
Table 3. Calipers of trees (inches) grown the first 2 years at Root’sNursery in 9-cm (3.5-in.) shelters and at Nittany Trees in 9- and 18-
cm (3.5- and 7-in.) shelters, compared to trees grown all 4 years with-
out shelters (percentage of control).
(1-in.) in caliper. The same mayapply to Carpinus caroliniana in
Journal of Arboriculture 25(2): March 1999
Table 4. Sturdiness (caliper/height) of trees grown for the first 2
years at Root’s Nursery in 9-cm (3.5-in.) shelters and at Nittany
The utility of tree shelters in the nurs-
Trees in 9- and 18-cm (3.5- and 7-in.) shelters, compared to trees
grown all 4 years without shelters (percentage of control).
landscape trees depends on ascertain-ing biological effects, which then must
obtained with magnolias in a warmer portion of Har-
stallation of the larger ones should be considered in
diness Zone 5. Acer griseum, Carpinus caroliniana,
relation to their biological benefits.
Cercis canadensis, and Cornus kousa ∞ florida hybrids
Additional benefits of shelters may apply in some
also showed some promise. The faster growing
situations. Where wildlife problems occur, shelters
Prunus serrulata and P. subhirtella varieties appeared
protect against deer browsing and rubbing their ant-
to benefit only marginally. Malus and Syringa
lers, and also against bark gnawing by mice and
reticulata, each represented by only 1 cultivar, grew
voles. Furthermore, pruning can be deferred for 2
years and thus reduce costs and perhaps alleviate thescheduling of labor.
The results of these 2 experiments are consistent
Brissette, J.C. (Ed.). 1995. Proceedings of the tree shelter
with other studies (Burger et al. 1992; Burger et al.
conference. USDA Gen. Tech. Report NE-221, 80 pp.
Burger, D.W., G.W. Forister, and R. Gross. 1997. Short-
1996; Burger et al. 1997), although the other 2 stud-
and long-term effects of treeshelters on the root and
ies were conducted with different species in a
stem growth of ornamental trees. J. Arboric. 23(2):
Mediterranean-type climate. Species differed in their
responses to shelters. Generally they were taller than
Burger, D.W., G.W. Forister, and P.A. Kiehl. 1996. Height,
controls initially, and caliper growth was reduced.
caliper growth, and biomass response of ten shade tree
Root growth also was decreased in 1 study (Burger et
species to treeshelters. J. Arboric. 22(4):161–166.
al. 1997) and can be anticipated in other cases in
Burger, D.W., P. •Svihra, and R. Harris. 1992. Treeshelter
use in producing container-grown trees. HortScience27(1):30–32.
Gerhold: Species Response to Tree Shelters
Jones, R.H., A.H. Chappelka, and D.H. West. 1995. Use of
Zusammenfassung. In einer vierjährigen Periode
plastic shelters for low-cost establishment of street
wurden in zwei Baumschulen die Auswirkungen von
trees. South. J. Appl. For. 20(2):85–89.
Baumschutzhüllen auf die Höhe, Umfang und Durchmesser
Witmer, R.K., H.D. Gerhold, and E.R. Ulrich. 1997. Tree
in Brusthöhe von elf Baumarten untersucht. Das Verhältnis
shelters accelerate slow-growing species in nurseries. J.
zwischen der Höhe und Umfang wurde dabei als ein
Indikator für die Baumvitalität kalkuliert. Die Baumartenreagierten sehr unterschiedlich und rangierten in dem 4.
Jahr von Null bis zu 44 und 55 % Höhenzuwachs bei der
Magnolia ‘Merrill’ und M. stellata mit 18 und 14 %Umfangzuwachs. Acer griseum, Carpinus caroliniana, Cercis
canadensis, Cornus ‘Celestial’ und ‘Constellation’, Prunus
serrulata ‘Kawanzan’ und P. subhirtella autumnalis zeigten
mehr moderate Höhenzuwachsraten, aber auch schwacheUmfangentwichlung im Vergleich mit zwei Kontrollen ohneSchutz. Malus ‘Adirondack’ und Syringa reticulata ‘SummerSnow’ profitierten nicht davon. Zwei verschiedene Schutz-hüllengrößen und harte Winterbedingungen beeinflußtenebenfalls die Ergebnisse von einigen Baumarten.
Resumen. Los efectos de protectores de árboles en altura,
Résumé. Les effets des ombrières d’arbres sur la hauteur,
calibre y diámetro a la altura del pecho de 11 especies de
le calibre (diamètre de la souche) et celui du DHP du tronc
árboles urbanos (de paisaje) y de cultivo fueron investigados
ont été étudiés sur 11 espèces et cultivars différents présents
en dos viveros durante un periodo de cuatro años. La relación
dans deux pépinières durant quatre années. Le ratio du cali-
altura a calibre fue calculada como un indicador de la
bre par rapport à la hauteur a été calculé comme indice de
fortaleza del tronco. Las especies tuvieron una gran
solidité du tronc. La réponse des espèces variait grandement,
diferencia en sus respuestas, fluctuando en el cuarto año
de nulle à 45 et 55% d’accroissement en hauteur pour le
desde cero hasta 44 y 55 por ciento de incremento en la
Magnolia ‘Merrill’ et le M. stellata accompagnée d’un
altura de la Magnolia ‘Merril’ y M. stellata, acompañado por
accroissement du calibre de 18 et 14%. Acer griseum,
18 y 14 por ciento de incremento en el diámetro del tronco.
Carpinus caroliniana, Cercis canadensis, Cornus ‘Celestial’,
Acer griseum, Carpinus caroliniana, Cercis canadensis,
C. ‘Constellation’, Prunus serrulata ‘Kwanzan’ et P.
Cornus ‘Celestial’ y ‘Constelación’, Prunus serrulata
subhirtella autumnalis avaient des croissances en hauteur
‘Kwanzan’ y P. subhirtella autumnalis exhibieron incrementos
plus modeste, mais aussi des diminutions de calibre,
más modestos en la altura, pero también decreció el diámetro
comparativement aux arbres-contrôle sans protection. Malus
del tronco, comparado con los controles sin protectores. Malus
‘Adirondack’ et Syringa reticulata ‘Summer Snow’ sont restés
‘Adirondack’ y Syringia reticulata ‘Summer Snow’ no se
inchangés. Les dimensions des deux ombrières et les condi-
beneficiaron. Dos tamaños de protector y el clima de un
tions climatiques sévères de l’hiver ont aussi affecté les
invierno severo también afectaron los resultados de algunas
résultats chez certaines variétés.
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