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Take It All Off!
 The Bare-root Method
      of Installing
   Trees and Shrubs

           Linda Chalker-Scott
     WSU Extension Urban Horticulturist
Why do so many
      transplants fail?
Poor quality                                   Improper soil
   roots                                       management
           Poor Root
         Establishment
    Inadequate                                       Installed
 root preparation    Linda Chalker-Scott
                                                    too deeply
               WSU Extension Urban Horticulturist
Circling roots in the container…




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
…will continue to circle in the landscape




                   Linda Chalker-Scott
             WSU Extension Urban Horticulturist
Tree
buried too
deeply in
nursery…


               Linda Chalker-Scott
         WSU Extension Urban Horticulturist
…will likely
                               be planted
                               too deeply
                                 as well


      Linda Chalker-Scott
WSU Extension Urban Horticulturist
Improperly installed Rhododendron




                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
Year 2 - Declining




         Linda Chalker-Scott
   WSU Extension Urban Horticulturist
Year 3 – Surviving, not thriving




                Linda Chalker-Scott
          WSU Extension Urban Horticulturist
Year 4 – Now with competition!




               Linda Chalker-Scott
         WSU Extension Urban Horticulturist
Close up – chronic drought




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
B&B tree looks healthy…




           Linda Chalker-Scott
     WSU Extension Urban Horticulturist
…but under burlap there’s
      another story




            Linda Chalker-Scott
      WSU Extension Urban Horticulturist
Root washing reveals 10”
  difference in grade




            Linda Chalker-Scott
      WSU Extension Urban Horticulturist
Chronically
                        stressed
                        street tree


      Linda Chalker-Scott
WSU Extension Urban Horticulturist
Leaves are water stressed – but why?




                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
Deeply buried tree has no
storage or structural roots




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
Site preparation
Do not dig a hole!
Do not amend soil!



          Linda Chalker-Scott
    WSU Extension Urban Horticulturist
You have to see the roots to dig
        a proper hole




                Linda Chalker-Scott
          WSU Extension Urban Horticulturist
Site preparation
Do not dig a hole!
Do not amend soil!



           Linda Chalker-Scott
     WSU Extension Urban Horticulturist
Roots need native soil to establish –
 not artificial, amended conditions




                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
In several years amended soil subsides




                  Linda Chalker-Scott
            WSU Extension Urban Horticulturist
Severe subsidence
suspends roots in midair




           Linda Chalker-Scott
     WSU Extension Urban Horticulturist
And here it is post-windstorm




              Linda Chalker-Scott
        WSU Extension Urban Horticulturist
Site and root preparation
 Be sure to have adequate
  water on site
 Be sure to have organic
  mulch on site

              Linda Chalker-Scott
        WSU Extension Urban Horticulturist
Work in a shaded, cool area
with ready access to water




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
Remove all containers and other
foreign materials from the roots




               Linda Chalker-Scott
         WSU Extension Urban Horticulturist
Using a hose or a water bath, remove
        all soil from the roots




                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
Let root balls soak for several
hours if they are too dry to work




                Linda Chalker-Scott
          WSU Extension Urban Horticulturist
Work out clumps of soil from between
    the roots using your fingers.




                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
Bare-root plant is ready to install




                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
Media removal is especially
important for pot-bound materials




                Linda Chalker-Scott
          WSU Extension Urban Horticulturist
Use a cement mixing tray…




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
…or a wheelbarrow…




          Linda Chalker-Scott
    WSU Extension Urban Horticulturist
…or a large tub for soaking roots




                Linda Chalker-Scott
          WSU Extension Urban Horticulturist
Bare-rooting trees…
…eliminates barriers
…allows for root correction
…ensures planting at grade
…enhances root growth
…improves tree survival

              Linda Chalker-Scott
        WSU Extension Urban Horticulturist
Prune excessively long and
     defective roots




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
Problem roots exposed after
   removing B&B clay soil




              Linda Chalker-Scott
        WSU Extension Urban Horticulturist
Roots correctively pruned
   before installation




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
Installation
Dig a shallow hole only as
 deep as the root system
and at least twice as wide




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
The reality of tree root
         systems




Old view                             Realistic view
                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
“Real” trees are
                    not carrots




      Linda Chalker-Scott
WSU Extension Urban Horticulturist
In the center, form a soil mound to
      support the root crown




                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
Installation
Arrange the
roots radially
over the mound
and backfill with
the same soil
that came out of
the hole.


                    Linda Chalker-Scott
              WSU Extension Urban Horticulturist
Installation
Water in using
the water
from root
washing,
which will
contain
nutrients and
microbes.

                  Linda Chalker-Scott
            WSU Extension Urban Horticulturist
Installation
Add soil as
holes develop.
Gently firm
the soil using
your hands,
not your feet.



                Linda Chalker-Scott
          WSU Extension Urban Horticulturist
Add a nitrogen fertilizer (no
phosphorus) as a top dressing




               Linda Chalker-Scott
         WSU Extension Urban Horticulturist
Aftercare
                       Mulch all
                       disturbed soil
                       with 4” of
                       coarse organic
                       mulch up to,
                       but not
                       touching, the
                       trunk.


      Linda Chalker-Scott
WSU Extension Urban Horticulturist
Aftercare
If necessary, stake trees
and shrubs low and loose
 for no longer than one
          year


            Linda Chalker-Scott
      WSU Extension Urban Horticulturist
Evergreen trees often need staking,
  while deciduous trees may not




                 Linda Chalker-Scott
           WSU Extension Urban Horticulturist
High stakes:
                              Tightly staked
                              tree puts
                              resources into
                              height, not
                              girth



      Linda Chalker-Scott
WSU Extension Urban Horticulturist
Staking
                         materials left
                         on too long
                         will girdle
                         and kill the
                         tree

      Linda Chalker-Scott
WSU Extension Urban Horticulturist
Trees without taper cannot stand
        without support




                Linda Chalker-Scott
          WSU Extension Urban Horticulturist
Or their
                                crowns many
                                just snap off



      Linda Chalker-Scott
WSU Extension Urban Horticulturist
Aftercare
Water your tree well during the
first year of establishment. You
have removed a good portion of
the root system and its ability to
take up water and nutrients will
be temporarily impaired.



               Linda Chalker-Scott
         WSU Extension Urban Horticulturist
Even drought tolerant species will die
           if not irrigated
      during root establishment




                   Linda Chalker-Scott
             WSU Extension Urban Horticulturist
Aftercare
Keep it simple and natural:
do not crown prune or add
 expensive, but pointless,
  transplant supplements



             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
Success Stories


          Linda Chalker-Scott
    WSU Extension Urban Horticulturist
Deeply buried B&B tree…




            Linda Chalker-Scott
      WSU Extension Urban Horticulturist
…is establishing well




          Linda Chalker-Scott
    WSU Extension Urban Horticulturist
Corrected
                                 roots…




      Linda Chalker-Scott
WSU Extension Urban Horticulturist
…allow for successful tree
establishment in 3 months




             Linda Chalker-Scott
       WSU Extension Urban Horticulturist
Same tree 2
 years later




               Linda Chalker-Scott
         WSU Extension Urban Horticulturist
Same tree 3
 years later




              Linda Chalker-Scott
        WSU Extension Urban Horticulturist
Bare root Douglas fir…




           Linda Chalker-Scott
     WSU Extension Urban Horticulturist
…has successfully established 4
         years later




                Linda Chalker-Scott
          WSU Extension Urban Horticulturist

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Bare root primer

  • 1. Take It All Off! The Bare-root Method of Installing Trees and Shrubs Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 2. Why do so many transplants fail? Poor quality Improper soil roots management Poor Root Establishment Inadequate Installed root preparation Linda Chalker-Scott too deeply WSU Extension Urban Horticulturist
  • 3. Circling roots in the container… Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 4. …will continue to circle in the landscape Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 5. Tree buried too deeply in nursery… Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 6. …will likely be planted too deeply as well Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 7. Improperly installed Rhododendron Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 8. Year 2 - Declining Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 9. Year 3 – Surviving, not thriving Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 10. Year 4 – Now with competition! Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 11. Close up – chronic drought Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 12. B&B tree looks healthy… Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 13. …but under burlap there’s another story Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 14. Root washing reveals 10” difference in grade Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 15. Chronically stressed street tree Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 16. Leaves are water stressed – but why? Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 17. Deeply buried tree has no storage or structural roots Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 18. Site preparation Do not dig a hole! Do not amend soil! Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 19. You have to see the roots to dig a proper hole Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 20. Site preparation Do not dig a hole! Do not amend soil! Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 21. Roots need native soil to establish – not artificial, amended conditions Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 22. In several years amended soil subsides Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 23. Severe subsidence suspends roots in midair Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 24. And here it is post-windstorm Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 25. Site and root preparation Be sure to have adequate water on site Be sure to have organic mulch on site Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 26. Work in a shaded, cool area with ready access to water Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 27. Remove all containers and other foreign materials from the roots Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 28. Using a hose or a water bath, remove all soil from the roots Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 29. Let root balls soak for several hours if they are too dry to work Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 30. Work out clumps of soil from between the roots using your fingers. Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 31. Bare-root plant is ready to install Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 32. Media removal is especially important for pot-bound materials Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 33. Use a cement mixing tray… Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 34. …or a wheelbarrow… Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 35. …or a large tub for soaking roots Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 36. Bare-rooting trees… …eliminates barriers …allows for root correction …ensures planting at grade …enhances root growth …improves tree survival Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 37. Prune excessively long and defective roots Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 38. Problem roots exposed after removing B&B clay soil Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 39. Roots correctively pruned before installation Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 40. Installation Dig a shallow hole only as deep as the root system and at least twice as wide Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 41. The reality of tree root systems Old view Realistic view Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 42. “Real” trees are not carrots Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 43. In the center, form a soil mound to support the root crown Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 44. Installation Arrange the roots radially over the mound and backfill with the same soil that came out of the hole. Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 45. Installation Water in using the water from root washing, which will contain nutrients and microbes. Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 46. Installation Add soil as holes develop. Gently firm the soil using your hands, not your feet. Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 47. Add a nitrogen fertilizer (no phosphorus) as a top dressing Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 48. Aftercare Mulch all disturbed soil with 4” of coarse organic mulch up to, but not touching, the trunk. Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 49. Aftercare If necessary, stake trees and shrubs low and loose for no longer than one year Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 50. Evergreen trees often need staking, while deciduous trees may not Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 51. High stakes: Tightly staked tree puts resources into height, not girth Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 52. Staking materials left on too long will girdle and kill the tree Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 53. Trees without taper cannot stand without support Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 54. Or their crowns many just snap off Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 55. Aftercare Water your tree well during the first year of establishment. You have removed a good portion of the root system and its ability to take up water and nutrients will be temporarily impaired. Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 56. Even drought tolerant species will die if not irrigated during root establishment Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 57. Aftercare Keep it simple and natural: do not crown prune or add expensive, but pointless, transplant supplements Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 58. Success Stories Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 59. Deeply buried B&B tree… Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 60. …is establishing well Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 61. Corrected roots… Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 62. …allow for successful tree establishment in 3 months Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 63. Same tree 2 years later Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 64. Same tree 3 years later Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 65. Bare root Douglas fir… Linda Chalker-Scott WSU Extension Urban Horticulturist
  • 66. …has successfully established 4 years later Linda Chalker-Scott WSU Extension Urban Horticulturist