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Forest Ecology and Management 115 (1999) 277±287




  Future directions for biodiversity conservation in managed forests:
      indicator species, impact studies and monitoring programs
                                                    D.B. Lindenmayer1
             Centre for Resource and Environmental Studies, Australian National University, Canberra ACT 0200, Australia



Abstract

The validity and use of the indicator species concept, the design of logging impact studies, the need for long-term monitoring
programs and how they might be designed, and, trade-offs between conservation strategies and economic costs are topics
critical to the future direction of biological conservation in managed forests. The indicator species concept can make an
important contribution to biodiversity conservation because of the impossibility of monitoring all taxa in species-rich forest
environments. However, the concept has yet to be rigourously tested by validating relationships between an indicator species
and entities for which it is hypothesized to be indicative. There can be serious negative consequences if the indicator species
concept is incorrectly applied or inappropriate species are selected as indicators. Long-term monitoring will be critical for
assessing not only the validity of concepts like indicator species, but also for appraising other rarely tested approaches to
conservation in managed forests such as: (1) stand level management strategies to create and maintain key structural and
¯oristic attributes that form critical habitat components for wildlife (e.g. large living and dead trees), (2) landscape level
strategies to ensure the maintenance of landscape heterogeneity and connectivity, such as the establishment of networks of
riparian protection zones and wildlife corridors, and, (3) landscape and regional level management involving the identi®cation
of reserves. While the importance of monitoring is often discussed, more programs are needed to gather the data needed to
inform the development of ecologically sustainable forest management practices. Treating forestry activities as an experiment
and overlaying well-designed monitoring programs on such disturbance regimes is one useful way to accumulate key
information on the effects of logging on biodiversity and how to mitigate such impacts. However, some major changes will be
needed to instigate greater commitment to monitoring programs. These include: (1) identifying innovative ways to secure
long-term funding that can be guaranteed beyond typical political and institutional timeframes, (2) education of funding
bodies to ensure they recognise that useful results may take a prolonged period to obtain and that monitoring is not a second-
rate science, (3) greater participation in the design and execution of monitoring programs by the scienti®c community, and, (4)
stronger links among researchers and between researchers and managers to both improve the quality and validity of
monitoring studies and to ensure that the results of such programs are incorporated into management practices. # 1999
Elsevier Science B.V. All rights reserved.




                                                                       1. Introduction

                                                                          Forests are species-rich ecosystems supporting a
                                                                       wide array of taxa from numerous groups ranging
  1
   Tel.: +61-026-249-0654; fax: +61-026-249-0757; e-mail:
                                                                       from birds (Gill, 1995) and canopy arthropods (Recher
davidl@cres.anu.edu.au

0378-1127/99/$ ± see front matter # 1999 Elsevier Science B.V. All rights reserved.
PII: S0378-1127(98)00406-X
278                         D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287


et al., 1996) to soil microbes (Torsvik et al., 1990). The      meant to indicate. For example, is a particular indi-
long-term maintenance of such biological diversity              cator species indicative of the presence of a large
represents a major management challenge in forests              number of other taxa, or the abundance of certain rare
also designated for other uses like timber and pulp-            organisms of management concern, or some key
wood production (Franklin, 1993). This paper is based           attribute of a stand or landscape (Lindenmayer and
on the closing address delivered at a conference in             Cunningham, 1997)? This is especially important
Uppsala, Sweden in 1997 and it brie¯y addresses a               when designing studies to assess the robustness and
number of key issues are brie¯y critical for informing          reliability of a given species as an indicator of some
the way forward for conserving biodiversity in man-             other entity.
aged forests. These issues include: (1) the validity and
                                                                2.1. Testing the indicator species concept
reliability of the indicator species concept and its
potential value for forest conservation and manage-
                                                                   The notion that a given taxon is an indicator species
ment, (2) studies of the impacts of logging on biodi-
                                                                for some other biological entity must be regarded as a
versity and possible problems associated with some
investigations completed to date, and, (3) the key role         hypothesis until it has been rigourously assessed. Such
                                                                tests must involve establishing both the statistical
of monitoring in achieving long-term ecological sus-
                                                                relationships and the causal and functional linkages
tainability. The topics chosen are far from a compre-
                                                                between an indicator and the entities for which it is
hensive list. Nor are discussions of each topic
                                                                considered to be indicative. This procedure helps
extensive or thorough; rather, they are short and
                                                                identify both the conditions where an indicator does
designed to promote further critical thought and
                                                                and does not work, and the types and numbers of
debate about approaches to the conservation of bio-
                                                                ecosystem attributes that need to be created and/or
diversity in production forests. Finally, many of the
key points made are supported with case examples                conserved. Establishing these types of relationships
                                                                will not be a trivial task, but failing to test them may
from studies of Australian fauna. However, it is likely
                                                                cause severe problems. For example, in Australia, the
that most of the major conclusions drawn in the paper
                                                                freshwater mollusc, Velesunio ambiguus Phillipi was
will be relevant to plants and other organisms in
                                                                considered to be an indicator species for the presence
forested regions elsewhere in the world.
                                                                of heavy metals in the Murray River (Walker, 1981).
                                                                Subsequent work revealed that the species accumu-
2. Indicator species                                            lated heavy metals at a level disproportionate to that
                                                                characteristic of the surrounding aquatic environment
   The concept and use of indicators, particularly              (Millington and Walker, 1983; Maher and Norris,
indicator species, has received increasing attention            1990). Hence, careful studies demonstrated from a
for application in ecologically sustainable forest man-         statistical, casual and functional perspective that
agement (e.g. Landres et al., 1988; Noss, 1990;                 V.ambiguus had limited potential as a indicator for
McKenney et al., 1994). The concept is potentially              other key ecosystem properties (Burgman and Lin-
important given the impossibility of managing the               denmayer, 1998). Failure to rigourously appraise and
huge array of taxa that inhabit forest ecosystems               then subsequently reject V.ambiguus as an indicator
(Margules and Lindenmayer, 1996). Consequently,                 species could have had serious negative consequences
numerous major international and national forest man-           for the management of Australia's largest freshwater
agement organisations are developing criteria and               river system.
indicators for sustainable forestry practices (Arborvi-            Similar types of studies should accompany the
tae, 1995). However, the potential widespread use of            recommendation of the adoption of any taxon as an
the indicator species approach as part of these criteria        indicator species in forest ecosystems. Indeed, this
warrants careful scrutiny because major negative                must become a major new area of research given the
effects could arise if it is inappropriately applied.           present emphasis on the use of indicator species for
   The appropriate use of the indicator species concept         sustainable forest management (Arborvitae, 1995).
requires explicit statements of what a given species is         Other related types of concepts like umbrella and
D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287                      279


keystone species should be examined in a similar way            differently to disturbance, even when they are closely
and also become focal topics for future research. Some          related or appear to be functionally similar. For exam-
of these types of studies have already commenced but            ple, of ®ve sympatric, closely-related and morpholo-
many more are needed. Notably, such efforts will                gically similar species of rainforest birds studied by
contribute valuable new information about forest eco-           Thiollay (1992), one declined markedly, another sub-
systems even if the particular species targeted for             stantially increased, and three were moderately in¯u-
study does not prove to be a reliable indicator of other        enced by the same type of human perturbation
taxa.                                                           (selective logging). Thus, an understanding of the
                                                                response of any single species would not have pro-
2.2. Potential limitations of the indicator species             vided a reliable prediction of the response of all the
     concept                                                    others, despite the group comprising just a few appar-
                                                                ently very similar species. Equivalent results have
   Part of testing the indicator species concept might          been recorded from studies of a range of groups
involve examining patterns of co-occurrence between             including arboreal marsupials (Lindenmayer and Cun-
an indicator species and the assemblage of taxa for             ningham, 1997) and carabid beetles (Davies, 1993;
which it is hypothesized to be indicative (e.g. Linden-         Niemela et al., 1993; Margules et al., 1995). Indeed,
mayer and Cunningham, 1997). However, it is unli-               from an evolutionary perspective, it should be
kely that there will be complete overlap in the broad           expected that functionally similar or closely related
distributions of both an indicator species and the full         taxa will have developed strategies that allow them to
suite of taxa for which it is considered to be indicative.      co-exist. Therefore, different responses to processes
Thus, it is important to develop an understanding of            like human disturbance also should be expected.
both: (1) the location of those places where an indi-
cator species will be operative and those where it will
                                                                3. Impact studies
not, and, (2) the spatial and temporal scales for which
the indicator species will be suitable if there are
marked differences in the mobility of taxa in such                 Franklin (1993) and Franklin et al. (1996) have
                                                                outlined the array of important reasons for managing
assemblages (like plants and ¯ying insects or birds).
                                                                off-reserve forests (i.e. the `matrix') for the conserva-
For example, problems may arise at spatial and tem-
                                                                tion of biodiversity. Identi®cation of those key attri-
poral scales where phenomena like the dynamics of
                                                                butes of stands and landscapes that need to be retained
metapopulations (sensu Hanski, 1991) of indicator
                                                                as part of off-reserve management can, in part, be
species are important. Metapopulation theory suggests
that localised extinctions result in suitable habitat           determined from studies of the impacts of logging,
patches remaining temporarily unoccupied (van Dorp              both on stand structure and on forest biota associated
and Opdam, 1987; Hanski, 1994) although such areas              with such structural elements (e.g. Lindenmayer,
                                                                1994). However, a number of factors can complicate
will be important for the long-term persistence of an
                                                                studies of harvesting impacts and they need to be
indicator species. When the indicator species is absent
                                                                considered as part of such investigations. Some of
from particular patches, populations of associated taxa
                                                                these are outlined brie¯y below.
may nevertheless survive in these same patches. These
and other factors might make the interpretation of
                                                                3.1. Narrowly focussed studies on logged vs.
conditions where there is a lack of species co-occur-
                                                                     unlogged forests
rence dif®cult and/or weaken linkages between an
indicator species and associated taxa. For example,
                                                                   Studies that have a narrow focus on only the simple
in circumstances where there is rapid and extensive
                                                                contrasts between logged and unlogged forests can
species turnover (e.g. Margules et al., 1994), the
                                                                produce either misleading results or outcomes of
selection of an indicator species would be virtually
                                                                limited value for enhanced forest management. Many
impossible.
                                                                logged forests contain structural components remain-
   Different species in an assemblage thought to be
                                                                ing from the previous uncut stand. For example, some
associated with an indicator species may respond
280                        D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287


areas of recently harvested forest in south-eastern            ful and robust if they are underpinned by an under-
Australia support large diameter living and dead trees         standing of, or produce new information on, the
that were left uncut at the time the stand was logged.         relationships between stand attributes and the distri-
Hence, these trees have their origins with earlier             bution and abundance of target taxa. These relation-
stands and not the present one. These trees may enable         ships could then be coupled with studies of the
some species dependent on large trees to survive in a          changes in such stand characteristics resulting from
younger logged forest (e.g. Lindenmayer et al., 1991a;         forest cutting and help inform contrasts between
Kavanagh and Turner, 1994). The persistence of these           logged and unlogged stands with respect to the pre-
groups of animals in harvested forests has led some            valence of both structural attributes and the associated
authors to conclude that there are only very limited           ¯ora and fauna.
effects of logging on wildlife (e.g. Florence, 1989).
                                                               3.2. Statistical power and cumulative effects
However, in these cases, the response of some species
was more of a re¯ection of forest structure than simply
                                                                  Studies of logging effects are often relatively short
whether the stand had been logged or not. For exam-
ple, studies in the Central Highlands of Victoria              term and/or focussed on few sites. As a result they may
                                                               lack suf®cient statistical power to detect impacts that
identi®ed strong relationships between the availability
                                                               may be taking place. Thus, results showing an absence
of large trees with hollows and the abundance of a
                                                               of impacts may simply be a re¯ection of the lack of
range of cavity-dependent species of arboreal marsu-
                                                               ability to detect such effects, rather than a true absence
pials (Lindenmayer et al., 1991a, 1994). Statistical
                                                               of impacts. This has been a major criticism of several
models from these studies did not contain a variable
                                                               studies of harvesting impacts in parts of south-eastern
for harvesting history per se as the parameter describ-
                                                               Australia (Gruen et al., 1989). Power analyses prior to
ing the availability of large trees with hollows pro-
vided a better ®t to ®eld data. However, other studies         the instigation of ®eld studies can be useful to calcu-
                                                               late the intensity of sampling required to be con®dent
in these forests showed highly signi®cant differences
                                                               that effects can be detected if they are taking place
between the abundance of trees with hollows in logged
                                                               (Burgman and Lindenmayer, 1998).
and unlogged areas (Lindenmayer et al., 1991b). Sites
                                                                  Additive or synergistic impacts that lead to cumu-
with a limited number of large trees support few, if
                                                               lative effects (sensu McComb et al., 1991; Forman,
any, arboreal marsupials and these areas are typically
                                                               1996) of timber harvesting on forest biota may be
those that have been intensively logged (Lindenmayer
                                                               dif®cult identify even with well-designed, powerful
et al., 1991a). Moreover, successive harvesting events
were predicted to result in the further depletion in the       studies. For example, long-term changes in stand
                                                               architecture that result from the loss and depletion
availability of important residual legacies that derived
                                                               of those structural legacies derived from original uncut
from the original unlogged stand (Lindenmayer et al.,
                                                               stands (see above) may remain undetected within the
1991b). Thus, there may be cumulative long-term
                                                               time-frames typically employed in impact studies.
effects of logging and the response of species after
                                                               However, the ability to detect responses to disturbance
the ®rst cut may be different from that following
                                                               may vary depending on the assemblages targeted for
successive ones.
                                                               study. For example, some short-lived taxa (e.g. uni-
   In summary, simple comparisons of logged and
unlogged areas in the forests of south-eastern Aus-            voltine insects) may show a rapid response to dis-
                                                               turbance (Niemela et al., 1993).
tralia would not have revealed the underlying
                                                                  Cumulative effects at a landscape scale may also be
factors governing patterns of the abundance of arbor-
                                                               extremely dif®cult to detect. For example, species that
eal marsupials. Nor would they have revealed either:
                                                               persist in forest landscapes during a given harvesting
(1) potential problems associated with cumulative
                                                               rotation may disappear during a subsequent one if key
long-term impacts of timber harvesting on stand
                                                               refugia are destroyed and sources of colonists to re-
structure, or, (2) the types of structures that should
                                                               invade logged and regenerated areas are eliminated
be the target of management to facilitate the persis-
tence and re-invasion of cutover areas by wildlife.            (Crome, 1985). Indeed, these types of impacts may be
                                                               very dif®cult to predict and hard to identify with
Given this, impact studies may be particularly insight-
D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287                     281


traditional forms of landscape analysis and metapo-            (Underwood, 1995) can help overcome some of these
pulation models.                                               types of potential problems.
   Cumulative effects could be particularly im-
                                                               3.4. Validity of the response variable for study
portant in locations that have experienced only a
relatively short history of human perturbation such
                                                                  The response variable for analysis in many studies
as western North America and Australia. These
types of potential responses mean that we need to              of logging impacts has been the number of species.
                                                               Unfortunately, the notion of species diversity has often
be wary of over-con®dence in our ability to ensure
                                                               been applied in the sense that `more species are better'
the conservation of some taxa in the long term (Nie-
                                                               and maximum species-richness is the most important
mela et al., 1993). Thus, the present existence of a
                                                               resource management goal (e.g. Attiwill, 1994). How-
species may not be a good indicator of its future
                                                               ever, the scale at which the concept of maximum
persistence (Lindenmayer, 1995). Indeed, extinctions
                                                               species diversity should be employed needs to be
may occur a prolonged period after disturbance has
                                                               carefully considered (see Murphy, 1989; Gilmore,
occurred (even if such perturbations are halted), lead-
ing to what Tilman et al. (1994) termed an `extinction         1990). For example, in some forest environments,
                                                               maximum species diversity may occur at a local scale
debt.'
                                                               following timber harvesting because of invasions by
3.3. Confounding between characteristics of logged             birds and other species more typically associated with
     and unlogged sites                                        open vegetation-types (e.g. Shields and Kavanagh,
                                                               1985; Niemela et al., 1993; Kaila et al., 1997).
   The interpretation of logging impact studies needs          Although a higher number of species might occur
to be guided by potential problems created by con-             under such a management regime, wildlife that depend
founding between human disturbance regimes and the             on intact forest ecosystems may be eliminated from
characteristics of locations where such perturbations          such modi®ed ecosystems. Indeed, species-richness at
typically do and do not occur. In many parts of the            a broader scale (e.g. across entire forest landscapes)
world, areas where logging has not taken place (and            may be reduced as taxa sensitive to logging operations
often used as uncut comparator sites in impact studies)        are lost (Noss and Cooperrider, 1994).
will be those parts of the landscape not useful for               Finally, the use of species diversity as a measure of
production (like stands on steep terrain). However,            impact may mask important changes among assem-
inherent differences between the suitability of ¯at            blages. For example, Bennett (1990) found no changes
productive and steep unproductive areas for fauna              in the overall diversity of mammal taxa between an
may complicate the interpretation of impact studies.           intact forest landscape in western Victoria (south-
For example, ®eld studies in south-eastern Australia           eastern Australia) and the same highly fragmented
show negative relationships between steep terrain and          landscape following more than a century of intensive
the presence and abundance of several species of               human disturbance. However, a suite of native mam-
arboreal marsupials (Lindenmayer et al., 1991a,                mals was lost and had been replaced by an array of
1998). Thus, conclusions about limited impacts of              exotic vertebrate pests (Bennett, 1990).
timber harvesting on organisms may not be valid if
productive logged areas are compared with unlogged
                                                               4. Monitoring
low productivity areas. In these cases, matching poten-
tially important features of site quality in logged and
                                                                  The importance of monitoring has been stressed by
unlogged areas (like slope and elevation) will be
                                                               researchers and managers for years (e.g. Noss and
important. Uncut high productivity places may not
                                                               Cooperrider, 1994) and several books have been pub-
exist in landscapes with a prolonged history of inten-
                                                               lished on the subject (e.g. Goldsmith, 1991). Despite
sive human use such as many parts of Europe. These
                                                               this, few effective long-term forest-monitoring pro-
situations will require a very careful appraisal of ®eld
                                                               grams have been instigated. Yet, long-term monitoring
results. Well-designed experimental approaches such
                                                               will be pivotal to testing many concepts associated
as BACI (before±after-control-impact) designs
282                         D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287


with attempts to conserve biodiversity in managed               Lindenmayer, 1996). Murphy and Noon (1992) further
forests, ranging from the validity of the indicator             outline approaches to the integration of hypothesis
species concept to the ef®cacy of logging mitigation            development and testing, the examination of ecologi-
strategies like retaining vegetation structure (Gibbons         cal principles and ®eld-based disturbance studies.
and Lindenmayer, 1996) and establishing wildlife                  Integrated disturbance-monitoring experiments
corridors (Hobbs, 1992; Rosenberg et al., 1997).                would be underpinned by several principles (after
   Long-term ®nancial, political, institutional, logistic       Margules and Lindenmayer, 1996):
and intellectual commitment will be integral to the
                                                                1. The way the forest is logged should be varied to
success of monitoring programs. This will require the
                                                                   provide a range of stand or landscape conditions to
development of novel and innovative ways to design
                                                                   monitor the response of target taxa. This is
and support monitoring to ensure that such programs:
                                                                   because the application of the same prescription
(1) receive suf®cient funding and support to make
                                                                   for timber harvesting provides only limited
them effective and scienti®cally valid, (2) continue to
                                                                   information on the response of forest biota to
be supported even though prolonged periods may
elapse before useful results are generated, (3) can                disturbance and impact mitigation strategies.
                                                                   Therefore, a proportion of sites might be clear-
persist substantially longer than the short time frames
                                                                   felled, some subjected to shelterwood harvesting,
which characterise political and institutional agendas,
                                                                   and others to the retention of vegetation in a
(4) are acknowledged as important by granting bodies
                                                                   clump. In addition, novel types of silviculture
and researchers and, as a result, attract sustained input
                                                                   might be required to produce the types of stand
from the scienti®c fraternity, and, (5) are characterised
                                                                   conditions and structural components needed to
by extensive dialogue among scientists and between
                                                                   conserve some elements of biodiversity (Linden-
scientists and managers to facilitate the adoption of
new ®ndings into modi®ed forest management                         mayer and Franklin, 1997). Varying the cutting
                                                                   regimes has other potential bene®ts including: (a)
regimes. In addition, a key aspect of well-designed
                                                                   reducing the risk of homogenising landscape
monitoring programs will be to ensure that they are
                                                                   patterns, and (b) creating the types of stand
well focussed with a limited number of entities being
                                                                   conditions that future managers might identify as
studied. This is because statistically robust informa-
                                                                   optimal; an important consideration as strategies
tion for a few well-monitored taxa is a far better
                                                                   presently thought to be best will undoubtedly
outcome than a wide array of species examined poorly.
                                                                   change in the future given new information on
   Forest harvesting is not going to cease while mon-
itoring studies are being developed and their results              forest ecosystems.
                                                                2. Reserves and/or areas of unlogged forest will be
assessed. Given this, one way to implement monitor-
                                                                   critical as pseudo `controls' (sensu BACI experi-
ing programs in managed forests would be to overlay
                                                                   ments ± see Underwood, 1995) or reference areas
carefully designed monitoring `experiments' on exist-
                                                                   (Margules, 1992) in which human disturbance does
ing human disturbance regimes (see Walters and
                                                                   not take place. Care will need to be taken to ensure
Holling, 1990). Thus, forest harvesting would be
                                                                   matching of environmental conditions (like climate
treated as a quasi-experiment (sensu Dunning et al.,
                                                                   and terrain) that may influence species distribu-
1995) in which data would be gathered on the response
of biota to logging effects and the ef®cacy of strategies          tions between treated and untreated sites (see
                                                                   above). These reference areas would then be com-
for impact mitigation tested. For example, the value of
                                                                   pared with sites subject to different harvesting
retained vegetation in the landscape matrix (like large
                                                                   regimes.
living or `green' trees) for biodiversity conservation
                                                                3. Information must be carefully documented on the
would become a hypothesis tested by subsequent
                                                                   way each site was logged, what structures were
monitoring. Such an approach has been suggested
                                                                   retained (e.g. the number and position of retained
as part of the studies to determine the number, type
                                                                   trees) and the location of matched reference areas.
and spacing of trees with hollows that need to be
retained for the conservation of cavity-dependent                  This is because monitoring must be long-term to be
                                                                   effective and those responsible for instigating a
fauna in Australian managed forests (Gibbons and
D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287                      283


   program are unlikely to be involved 10±50 years                Designed ®eld experiments are rare in forest
   later. Moreover, data on the history of a site may          research (although see Lovejoy et al., 1986; Margules,
   well explain future patterns of species occurrence          1992; Schmiegelow and Hannon, 1993) and some
   like those taxa dependent on structures that take a         have examined the effects of different timber harvest-
   prolonged period to develop (e.g. old trees or              ing regimes like the Demonstration of Ecosystem
   highly decayed logs).                                       Management Options (DEMO) in the Paci®c North-
4. There must be close links among scientists as well          west of the US, the Silvicultural Systems Project
   as between scientists and forest managers. This is          (SSP) in southern Australia (Squire et al., 1987)
   critical to highlight the range of the types of stand       and the Montane Alternative Silvicultural Systems
   conditions that need (and are feasible) to be created       (MASS) experiment on Vancouver Island in Canada
   by logging, the number of replicates of each `treat-        (Phillips, 1996). Clearly, more are urgently needed.
   ment,' and where sites will be located. Strong links        However, while ®eld experiments can provide valu-
   between scientists and forest managers are critical         able information they also may have a number of
   for other reasons. For example, they will facilitate        limitations. Two of these include:
   the adoption of results from field studies into
                                                               1. They are expensive and may need to run for
   forestry practices thereby closing the feedback
                                                                  prolonged periods; typically longer than political,
   and implementation loop in a truly adaptive man-
                                                                  institutional and funding cycles. This makes them
   agement (sensu Holling, 1978; Walters and Hol-
                                                                  vulnerable to budget cuts and termination prior to
   ling, 1990) approach to forestry. Such linkages
                                                                  the production of key results.
   could be facilitated by the development of specific
                                                               2. Experiments often require many potential sources
   sections within forest management agencies to
                                                                  of influence to be controlled, thus limiting the
   facilitate the transfer and adoption of new research
   findings and technologies. The Canadian Forest                 number of treatment effects being tested. As a
                                                                  result, the findings from some experiments (e.g.
   Service has such a facility and it could be a useful
                                                                  Tilman et al., 1994) may have limited generality for
   model for other organisations.
                                                                  extrapolation to other systems or problems on
                                                                  larger scales (see McCarthy et al., 1997).
   Monitoring-by-experiment studies will take time to
generate results that are meaningful for applied forest
                                                                   Thus, other types of studies must make an important
management. However, considerable useful informa-
                                                               contribution to informing ecologically sustainable
tion could be gleaned relatively quickly from retro-
spective studies designed using some of the criteria           forest management. For example, Dunning et al.
                                                               (1995) highlighted the value of `quasi experiments'
listed above and which aim to examine sites logged in
                                                               in which a rigourous experimental design is employed
the past. The value of such retrospective studies is
                                                               to take advantage of existing landscape characteris-
dependent on the availability of good data on the
                                                               tics. This approach has recently been applied in stu-
history of past disturbance in managed stands. In these
                                                               dies of spatial context effects on vertebrates in forest
cases, sites cut with new types of silvicultural prac-
                                                               landscapes in south-eastern Australia (Lindenmayer
tices may need to be added to monitoring experiments
                                                               et al., 1998). Haila (1988) described the value of `ana-
to expand the range of conditions being tested.
                                                               lytical descriptions' in which ecological phenomena
                                                               are systematically described and related to key under-
5. Types of future research                                    pinning ecological theory and assumptions. Other
                                                               types of research techniques will also be important
   Enhanced conservation of biodiversity in produc-            including observational and retrospective studies (e.g.
tion forests will be underpinned by new knowledge to           Recher et al., 1987) as well as modelling (e.g. Lam-
guide better informed decision making. Such informa-           berson et al., 1994). Modelling will have greatest use if
tion must come from different types of investigations          it is underpinned by sound ecological data (Burgman
ranging to true ®eld experiments to observational              et al., 1993), otherwise outcomes of limited generic
studies and simulation modelling.                              value and management applicability may be generated
284                         D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287


(e.g. Tilman et al., 1994; see critique by McCarthy             targeted for intensive `cropping' of trees would need
et al., 1997).                                                  to be selected very carefully to ensure that future
   In summary, it is intuitively obvious that there are         options for conservation management were not fore-
strengths and limitations of the various scienti®c              closed and/or key components of biodiversity lost.
approaches needed to generate the sorts of information          This is further complicated by ®ndings in some forest-
required to guide ecologically sustainable manage-              types that those ¯at, high productivity areas poten-
ment of forest ecosystems. All approaches have some-            tially best-suited for intensive plantation management
thing to contribute; the key is to identify the method or       are also important for biodiversity conservation (e.g.
combination of methods likely to give the best out-             Braithwaite, 1984). Finally, the long-term productivity
comes for a particular problem.                                 of forests may be dependent on the maintenance of
                                                                some key components of biodiversity such as taxa
                                                                involved in nutrient cycling or pollination. Thus,
6. Tensions between economics and conservation                  highly intensive forestry in a given area may jeopar-
                                                                dise long-term sustained productivity.
   Managing production forests so that they have
greater value for biodiversity has associated costs.
                                                                7. Conclusions
Restoring the structural and ¯oristic complexity of
managed forests could require more complicated pre-
logging survey and planning: factors that can add to               The increasing world population will place increas-
the costs of production in the short-term, although             ing demands on forest resources. This, coupled with
long-term losses of forest productivity through the             new information highlighting the diversity of forest
failure to maintain key ecosystem processes may have            ecosystems, means that the achievement of long-term
signi®cant long-term economic costs (Pimental et al.,           ecological sustainability will be a complex and dif®-
1992). For example, results from the MASS project in            cult task. Despite this, ecologically sustainable forest
western Canada found that the costs of patch and                management must be underpinned by good science
shelterwood logging were 10±38% more expensive                  and it must operate using sound scienti®c principles
than traditional clearfelling methods (Phillips, 1996).         (Murphy and Noon, 1992). Thus, hypotheses and
Moreover, strategies such as the retention of clumps of         concepts like indicator species must be rigourously
living trees may retard rates of regrowth on cutover            tested using experiments and other forms of study
sites (Incoll, 1979) and, in turn, reduce yields of             including long-term monitoring programs. The results
timber and pulpwood.                                            of these investigations must then be communicated to,
   Silvicultural practices that are more sensitive to the       and adopted by, forest managers, an exchange that can
needs of nature conservation will require a change in           only occur if close linkages are established between
the general philosophy associated with cutting                  research and management. This may require changes
regimes from simply growing and cutting crops of                in the philosophies and approaches typically
trees to the creation and perpetuation of key compo-            embraced by managers and forest researchers. How-
nents of stand structure and plant species composition          ever, such changes should not be perceived as a threat
(e.g. large, old hollow-bearing trees and intact thickets       by both groups, but rather as a necessary challenge
of understorey vegetation) (Lindenmayer and Frank-              that will be an inherent part of conserving biological
lin, 1997). Thus, there will be trade offs between the          diversity in managed forests.
costs of production and the bene®ts for biodiversity
conservation; tensions that may warrant exploration
using integrated economic and ecological modelling              Acknowledgements
tools (e.g. Hyde, 1989; McKenney and Lindenmayer,
1994). Indeed, there may be some instances where the               I thank L. Gustafson and other members of the
best outcome for conservation may be intensive plan-            organising committee for asking me to write this paper
tation forestry in a given area in return for enhanced          as a summary of some key points arising from a forest
stand retention strategies in another. However, areas           biodiversity conference held in Uppsala, Sweden in
D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287                                     285

                                                                        Forman, T.T., 1996. Land Mosaics. The Ecology of Landscapes and
mid-1997. Many of the thoughts and ideas touched on
                                                                            Regions. Cambridge University Press, New York.
in this paper are based on collaborative work with a
                                                                        Franklin, J.F., 1993. Preserving biodiversity: Species, ecosystems,
wide range of colleagues including: R. Cunningham,                          or landscapes?. Ecol. Applications 3, 202±205.
C. Margules, K. Viggers, J. Franklin, H. Nix, H.                        Franklin, J.F., Berg, D.E., Thornburgh, D.A., Tappeiner, J.C., 1996.
Recher, H. Possingham, B. Mackey, M. Burgman,                               Alternative silvicultural approaches to timber harvest: Variable
                                                                            retention harvest systems. In: Kohm, K.A., Franklin, J.F. (Eds.).
M. McCarthy, P. Gibbons, C. Donnelly, Dovers, R.
                                                                            Creating a Forestry for the 21st Century. Island Press, pp. 111±
Lacy, M. Pope, R. Incoll and many others too numer-
                                                                            139.
ous to mention. I also would like to thank several                      Gibbons, P., Lindenmayer, D.B., 1996. A review of issues associat-
colleagues for discussions during the conference on a                       ed with the retention of trees with hollows in wood production
number of topics outlined in this paper (although they                      forests New South Wales. For. Ecol. Manage 83, 245±279.
                                                                        Gill, F.B., 1995. Ornithology, 2nd edn., W.H. Freeman, New York.
may not agree with the comments that have been
                                                                        Gilmore, A.M., 1990. Plantation forestry: Conservation impacts on
made), including: T. Spies, B. Noon, D. Simberloff,
                                                                            terrestrial vertebrate fauna. In: Dargavel, J., Semple, N. (Eds.).
L. Gustafson, J. Niemela, C. Ozanne, and R. Kava-                           Prospects for Australian Plantations. Centre for Resource and
nagh. J. Niemela and an anonymous referee made                              Environmental Studies, The Australian National University,
many insightful comments that improved earlier drafts                       Canberra, pp. 377±388.
                                                                        Goldsmith, B., (Ed.) 1991. Monitoring for Conservation and
of this paper.
                                                                            Ecology. Chapman and Hall, London.
                                                                        Gruen, F., Leslie, A., Smith, A.P., 1989. Inquiry into the proposed
                                                                            trial of the value adding utilization system in the Central and
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D.B Lindenmayer Future Directions For Biodiversity

  • 1. Forest Ecology and Management 115 (1999) 277±287 Future directions for biodiversity conservation in managed forests: indicator species, impact studies and monitoring programs D.B. Lindenmayer1 Centre for Resource and Environmental Studies, Australian National University, Canberra ACT 0200, Australia Abstract The validity and use of the indicator species concept, the design of logging impact studies, the need for long-term monitoring programs and how they might be designed, and, trade-offs between conservation strategies and economic costs are topics critical to the future direction of biological conservation in managed forests. The indicator species concept can make an important contribution to biodiversity conservation because of the impossibility of monitoring all taxa in species-rich forest environments. However, the concept has yet to be rigourously tested by validating relationships between an indicator species and entities for which it is hypothesized to be indicative. There can be serious negative consequences if the indicator species concept is incorrectly applied or inappropriate species are selected as indicators. Long-term monitoring will be critical for assessing not only the validity of concepts like indicator species, but also for appraising other rarely tested approaches to conservation in managed forests such as: (1) stand level management strategies to create and maintain key structural and ¯oristic attributes that form critical habitat components for wildlife (e.g. large living and dead trees), (2) landscape level strategies to ensure the maintenance of landscape heterogeneity and connectivity, such as the establishment of networks of riparian protection zones and wildlife corridors, and, (3) landscape and regional level management involving the identi®cation of reserves. While the importance of monitoring is often discussed, more programs are needed to gather the data needed to inform the development of ecologically sustainable forest management practices. Treating forestry activities as an experiment and overlaying well-designed monitoring programs on such disturbance regimes is one useful way to accumulate key information on the effects of logging on biodiversity and how to mitigate such impacts. However, some major changes will be needed to instigate greater commitment to monitoring programs. These include: (1) identifying innovative ways to secure long-term funding that can be guaranteed beyond typical political and institutional timeframes, (2) education of funding bodies to ensure they recognise that useful results may take a prolonged period to obtain and that monitoring is not a second- rate science, (3) greater participation in the design and execution of monitoring programs by the scienti®c community, and, (4) stronger links among researchers and between researchers and managers to both improve the quality and validity of monitoring studies and to ensure that the results of such programs are incorporated into management practices. # 1999 Elsevier Science B.V. All rights reserved. 1. Introduction Forests are species-rich ecosystems supporting a wide array of taxa from numerous groups ranging 1 Tel.: +61-026-249-0654; fax: +61-026-249-0757; e-mail: from birds (Gill, 1995) and canopy arthropods (Recher davidl@cres.anu.edu.au 0378-1127/99/$ ± see front matter # 1999 Elsevier Science B.V. All rights reserved. PII: S0378-1127(98)00406-X
  • 2. 278 D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287 et al., 1996) to soil microbes (Torsvik et al., 1990). The meant to indicate. For example, is a particular indi- long-term maintenance of such biological diversity cator species indicative of the presence of a large represents a major management challenge in forests number of other taxa, or the abundance of certain rare also designated for other uses like timber and pulp- organisms of management concern, or some key wood production (Franklin, 1993). This paper is based attribute of a stand or landscape (Lindenmayer and on the closing address delivered at a conference in Cunningham, 1997)? This is especially important Uppsala, Sweden in 1997 and it brie¯y addresses a when designing studies to assess the robustness and number of key issues are brie¯y critical for informing reliability of a given species as an indicator of some the way forward for conserving biodiversity in man- other entity. aged forests. These issues include: (1) the validity and 2.1. Testing the indicator species concept reliability of the indicator species concept and its potential value for forest conservation and manage- The notion that a given taxon is an indicator species ment, (2) studies of the impacts of logging on biodi- for some other biological entity must be regarded as a versity and possible problems associated with some investigations completed to date, and, (3) the key role hypothesis until it has been rigourously assessed. Such tests must involve establishing both the statistical of monitoring in achieving long-term ecological sus- relationships and the causal and functional linkages tainability. The topics chosen are far from a compre- between an indicator and the entities for which it is hensive list. Nor are discussions of each topic considered to be indicative. This procedure helps extensive or thorough; rather, they are short and identify both the conditions where an indicator does designed to promote further critical thought and and does not work, and the types and numbers of debate about approaches to the conservation of bio- ecosystem attributes that need to be created and/or diversity in production forests. Finally, many of the key points made are supported with case examples conserved. Establishing these types of relationships will not be a trivial task, but failing to test them may from studies of Australian fauna. However, it is likely cause severe problems. For example, in Australia, the that most of the major conclusions drawn in the paper freshwater mollusc, Velesunio ambiguus Phillipi was will be relevant to plants and other organisms in considered to be an indicator species for the presence forested regions elsewhere in the world. of heavy metals in the Murray River (Walker, 1981). Subsequent work revealed that the species accumu- 2. Indicator species lated heavy metals at a level disproportionate to that characteristic of the surrounding aquatic environment The concept and use of indicators, particularly (Millington and Walker, 1983; Maher and Norris, indicator species, has received increasing attention 1990). Hence, careful studies demonstrated from a for application in ecologically sustainable forest man- statistical, casual and functional perspective that agement (e.g. Landres et al., 1988; Noss, 1990; V.ambiguus had limited potential as a indicator for McKenney et al., 1994). The concept is potentially other key ecosystem properties (Burgman and Lin- important given the impossibility of managing the denmayer, 1998). Failure to rigourously appraise and huge array of taxa that inhabit forest ecosystems then subsequently reject V.ambiguus as an indicator (Margules and Lindenmayer, 1996). Consequently, species could have had serious negative consequences numerous major international and national forest man- for the management of Australia's largest freshwater agement organisations are developing criteria and river system. indicators for sustainable forestry practices (Arborvi- Similar types of studies should accompany the tae, 1995). However, the potential widespread use of recommendation of the adoption of any taxon as an the indicator species approach as part of these criteria indicator species in forest ecosystems. Indeed, this warrants careful scrutiny because major negative must become a major new area of research given the effects could arise if it is inappropriately applied. present emphasis on the use of indicator species for The appropriate use of the indicator species concept sustainable forest management (Arborvitae, 1995). requires explicit statements of what a given species is Other related types of concepts like umbrella and
  • 3. D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287 279 keystone species should be examined in a similar way differently to disturbance, even when they are closely and also become focal topics for future research. Some related or appear to be functionally similar. For exam- of these types of studies have already commenced but ple, of ®ve sympatric, closely-related and morpholo- many more are needed. Notably, such efforts will gically similar species of rainforest birds studied by contribute valuable new information about forest eco- Thiollay (1992), one declined markedly, another sub- systems even if the particular species targeted for stantially increased, and three were moderately in¯u- study does not prove to be a reliable indicator of other enced by the same type of human perturbation taxa. (selective logging). Thus, an understanding of the response of any single species would not have pro- 2.2. Potential limitations of the indicator species vided a reliable prediction of the response of all the concept others, despite the group comprising just a few appar- ently very similar species. Equivalent results have Part of testing the indicator species concept might been recorded from studies of a range of groups involve examining patterns of co-occurrence between including arboreal marsupials (Lindenmayer and Cun- an indicator species and the assemblage of taxa for ningham, 1997) and carabid beetles (Davies, 1993; which it is hypothesized to be indicative (e.g. Linden- Niemela et al., 1993; Margules et al., 1995). Indeed, mayer and Cunningham, 1997). However, it is unli- from an evolutionary perspective, it should be kely that there will be complete overlap in the broad expected that functionally similar or closely related distributions of both an indicator species and the full taxa will have developed strategies that allow them to suite of taxa for which it is considered to be indicative. co-exist. Therefore, different responses to processes Thus, it is important to develop an understanding of like human disturbance also should be expected. both: (1) the location of those places where an indi- cator species will be operative and those where it will 3. Impact studies not, and, (2) the spatial and temporal scales for which the indicator species will be suitable if there are marked differences in the mobility of taxa in such Franklin (1993) and Franklin et al. (1996) have outlined the array of important reasons for managing assemblages (like plants and ¯ying insects or birds). off-reserve forests (i.e. the `matrix') for the conserva- For example, problems may arise at spatial and tem- tion of biodiversity. Identi®cation of those key attri- poral scales where phenomena like the dynamics of butes of stands and landscapes that need to be retained metapopulations (sensu Hanski, 1991) of indicator as part of off-reserve management can, in part, be species are important. Metapopulation theory suggests that localised extinctions result in suitable habitat determined from studies of the impacts of logging, patches remaining temporarily unoccupied (van Dorp both on stand structure and on forest biota associated and Opdam, 1987; Hanski, 1994) although such areas with such structural elements (e.g. Lindenmayer, 1994). However, a number of factors can complicate will be important for the long-term persistence of an studies of harvesting impacts and they need to be indicator species. When the indicator species is absent considered as part of such investigations. Some of from particular patches, populations of associated taxa these are outlined brie¯y below. may nevertheless survive in these same patches. These and other factors might make the interpretation of 3.1. Narrowly focussed studies on logged vs. conditions where there is a lack of species co-occur- unlogged forests rence dif®cult and/or weaken linkages between an indicator species and associated taxa. For example, Studies that have a narrow focus on only the simple in circumstances where there is rapid and extensive contrasts between logged and unlogged forests can species turnover (e.g. Margules et al., 1994), the produce either misleading results or outcomes of selection of an indicator species would be virtually limited value for enhanced forest management. Many impossible. logged forests contain structural components remain- Different species in an assemblage thought to be ing from the previous uncut stand. For example, some associated with an indicator species may respond
  • 4. 280 D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287 areas of recently harvested forest in south-eastern ful and robust if they are underpinned by an under- Australia support large diameter living and dead trees standing of, or produce new information on, the that were left uncut at the time the stand was logged. relationships between stand attributes and the distri- Hence, these trees have their origins with earlier bution and abundance of target taxa. These relation- stands and not the present one. These trees may enable ships could then be coupled with studies of the some species dependent on large trees to survive in a changes in such stand characteristics resulting from younger logged forest (e.g. Lindenmayer et al., 1991a; forest cutting and help inform contrasts between Kavanagh and Turner, 1994). The persistence of these logged and unlogged stands with respect to the pre- groups of animals in harvested forests has led some valence of both structural attributes and the associated authors to conclude that there are only very limited ¯ora and fauna. effects of logging on wildlife (e.g. Florence, 1989). 3.2. Statistical power and cumulative effects However, in these cases, the response of some species was more of a re¯ection of forest structure than simply Studies of logging effects are often relatively short whether the stand had been logged or not. For exam- ple, studies in the Central Highlands of Victoria term and/or focussed on few sites. As a result they may lack suf®cient statistical power to detect impacts that identi®ed strong relationships between the availability may be taking place. Thus, results showing an absence of large trees with hollows and the abundance of a of impacts may simply be a re¯ection of the lack of range of cavity-dependent species of arboreal marsu- ability to detect such effects, rather than a true absence pials (Lindenmayer et al., 1991a, 1994). Statistical of impacts. This has been a major criticism of several models from these studies did not contain a variable studies of harvesting impacts in parts of south-eastern for harvesting history per se as the parameter describ- Australia (Gruen et al., 1989). Power analyses prior to ing the availability of large trees with hollows pro- vided a better ®t to ®eld data. However, other studies the instigation of ®eld studies can be useful to calcu- late the intensity of sampling required to be con®dent in these forests showed highly signi®cant differences that effects can be detected if they are taking place between the abundance of trees with hollows in logged (Burgman and Lindenmayer, 1998). and unlogged areas (Lindenmayer et al., 1991b). Sites Additive or synergistic impacts that lead to cumu- with a limited number of large trees support few, if lative effects (sensu McComb et al., 1991; Forman, any, arboreal marsupials and these areas are typically 1996) of timber harvesting on forest biota may be those that have been intensively logged (Lindenmayer dif®cult identify even with well-designed, powerful et al., 1991a). Moreover, successive harvesting events were predicted to result in the further depletion in the studies. For example, long-term changes in stand architecture that result from the loss and depletion availability of important residual legacies that derived of those structural legacies derived from original uncut from the original unlogged stand (Lindenmayer et al., stands (see above) may remain undetected within the 1991b). Thus, there may be cumulative long-term time-frames typically employed in impact studies. effects of logging and the response of species after However, the ability to detect responses to disturbance the ®rst cut may be different from that following may vary depending on the assemblages targeted for successive ones. study. For example, some short-lived taxa (e.g. uni- In summary, simple comparisons of logged and unlogged areas in the forests of south-eastern Aus- voltine insects) may show a rapid response to dis- turbance (Niemela et al., 1993). tralia would not have revealed the underlying Cumulative effects at a landscape scale may also be factors governing patterns of the abundance of arbor- extremely dif®cult to detect. For example, species that eal marsupials. Nor would they have revealed either: persist in forest landscapes during a given harvesting (1) potential problems associated with cumulative rotation may disappear during a subsequent one if key long-term impacts of timber harvesting on stand refugia are destroyed and sources of colonists to re- structure, or, (2) the types of structures that should invade logged and regenerated areas are eliminated be the target of management to facilitate the persis- tence and re-invasion of cutover areas by wildlife. (Crome, 1985). Indeed, these types of impacts may be very dif®cult to predict and hard to identify with Given this, impact studies may be particularly insight-
  • 5. D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287 281 traditional forms of landscape analysis and metapo- (Underwood, 1995) can help overcome some of these pulation models. types of potential problems. Cumulative effects could be particularly im- 3.4. Validity of the response variable for study portant in locations that have experienced only a relatively short history of human perturbation such The response variable for analysis in many studies as western North America and Australia. These types of potential responses mean that we need to of logging impacts has been the number of species. Unfortunately, the notion of species diversity has often be wary of over-con®dence in our ability to ensure been applied in the sense that `more species are better' the conservation of some taxa in the long term (Nie- and maximum species-richness is the most important mela et al., 1993). Thus, the present existence of a resource management goal (e.g. Attiwill, 1994). How- species may not be a good indicator of its future ever, the scale at which the concept of maximum persistence (Lindenmayer, 1995). Indeed, extinctions species diversity should be employed needs to be may occur a prolonged period after disturbance has carefully considered (see Murphy, 1989; Gilmore, occurred (even if such perturbations are halted), lead- ing to what Tilman et al. (1994) termed an `extinction 1990). For example, in some forest environments, maximum species diversity may occur at a local scale debt.' following timber harvesting because of invasions by 3.3. Confounding between characteristics of logged birds and other species more typically associated with and unlogged sites open vegetation-types (e.g. Shields and Kavanagh, 1985; Niemela et al., 1993; Kaila et al., 1997). The interpretation of logging impact studies needs Although a higher number of species might occur to be guided by potential problems created by con- under such a management regime, wildlife that depend founding between human disturbance regimes and the on intact forest ecosystems may be eliminated from characteristics of locations where such perturbations such modi®ed ecosystems. Indeed, species-richness at typically do and do not occur. In many parts of the a broader scale (e.g. across entire forest landscapes) world, areas where logging has not taken place (and may be reduced as taxa sensitive to logging operations often used as uncut comparator sites in impact studies) are lost (Noss and Cooperrider, 1994). will be those parts of the landscape not useful for Finally, the use of species diversity as a measure of production (like stands on steep terrain). However, impact may mask important changes among assem- inherent differences between the suitability of ¯at blages. For example, Bennett (1990) found no changes productive and steep unproductive areas for fauna in the overall diversity of mammal taxa between an may complicate the interpretation of impact studies. intact forest landscape in western Victoria (south- For example, ®eld studies in south-eastern Australia eastern Australia) and the same highly fragmented show negative relationships between steep terrain and landscape following more than a century of intensive the presence and abundance of several species of human disturbance. However, a suite of native mam- arboreal marsupials (Lindenmayer et al., 1991a, mals was lost and had been replaced by an array of 1998). Thus, conclusions about limited impacts of exotic vertebrate pests (Bennett, 1990). timber harvesting on organisms may not be valid if productive logged areas are compared with unlogged 4. Monitoring low productivity areas. In these cases, matching poten- tially important features of site quality in logged and The importance of monitoring has been stressed by unlogged areas (like slope and elevation) will be researchers and managers for years (e.g. Noss and important. Uncut high productivity places may not Cooperrider, 1994) and several books have been pub- exist in landscapes with a prolonged history of inten- lished on the subject (e.g. Goldsmith, 1991). Despite sive human use such as many parts of Europe. These this, few effective long-term forest-monitoring pro- situations will require a very careful appraisal of ®eld grams have been instigated. Yet, long-term monitoring results. Well-designed experimental approaches such will be pivotal to testing many concepts associated as BACI (before±after-control-impact) designs
  • 6. 282 D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287 with attempts to conserve biodiversity in managed Lindenmayer, 1996). Murphy and Noon (1992) further forests, ranging from the validity of the indicator outline approaches to the integration of hypothesis species concept to the ef®cacy of logging mitigation development and testing, the examination of ecologi- strategies like retaining vegetation structure (Gibbons cal principles and ®eld-based disturbance studies. and Lindenmayer, 1996) and establishing wildlife Integrated disturbance-monitoring experiments corridors (Hobbs, 1992; Rosenberg et al., 1997). would be underpinned by several principles (after Long-term ®nancial, political, institutional, logistic Margules and Lindenmayer, 1996): and intellectual commitment will be integral to the 1. The way the forest is logged should be varied to success of monitoring programs. This will require the provide a range of stand or landscape conditions to development of novel and innovative ways to design monitor the response of target taxa. This is and support monitoring to ensure that such programs: because the application of the same prescription (1) receive suf®cient funding and support to make for timber harvesting provides only limited them effective and scienti®cally valid, (2) continue to information on the response of forest biota to be supported even though prolonged periods may elapse before useful results are generated, (3) can disturbance and impact mitigation strategies. Therefore, a proportion of sites might be clear- persist substantially longer than the short time frames felled, some subjected to shelterwood harvesting, which characterise political and institutional agendas, and others to the retention of vegetation in a (4) are acknowledged as important by granting bodies clump. In addition, novel types of silviculture and researchers and, as a result, attract sustained input might be required to produce the types of stand from the scienti®c fraternity, and, (5) are characterised conditions and structural components needed to by extensive dialogue among scientists and between conserve some elements of biodiversity (Linden- scientists and managers to facilitate the adoption of new ®ndings into modi®ed forest management mayer and Franklin, 1997). Varying the cutting regimes has other potential bene®ts including: (a) regimes. In addition, a key aspect of well-designed reducing the risk of homogenising landscape monitoring programs will be to ensure that they are patterns, and (b) creating the types of stand well focussed with a limited number of entities being conditions that future managers might identify as studied. This is because statistically robust informa- optimal; an important consideration as strategies tion for a few well-monitored taxa is a far better presently thought to be best will undoubtedly outcome than a wide array of species examined poorly. change in the future given new information on Forest harvesting is not going to cease while mon- itoring studies are being developed and their results forest ecosystems. 2. Reserves and/or areas of unlogged forest will be assessed. Given this, one way to implement monitor- critical as pseudo `controls' (sensu BACI experi- ing programs in managed forests would be to overlay ments ± see Underwood, 1995) or reference areas carefully designed monitoring `experiments' on exist- (Margules, 1992) in which human disturbance does ing human disturbance regimes (see Walters and not take place. Care will need to be taken to ensure Holling, 1990). Thus, forest harvesting would be matching of environmental conditions (like climate treated as a quasi-experiment (sensu Dunning et al., and terrain) that may influence species distribu- 1995) in which data would be gathered on the response of biota to logging effects and the ef®cacy of strategies tions between treated and untreated sites (see above). These reference areas would then be com- for impact mitigation tested. For example, the value of pared with sites subject to different harvesting retained vegetation in the landscape matrix (like large regimes. living or `green' trees) for biodiversity conservation 3. Information must be carefully documented on the would become a hypothesis tested by subsequent way each site was logged, what structures were monitoring. Such an approach has been suggested retained (e.g. the number and position of retained as part of the studies to determine the number, type trees) and the location of matched reference areas. and spacing of trees with hollows that need to be retained for the conservation of cavity-dependent This is because monitoring must be long-term to be effective and those responsible for instigating a fauna in Australian managed forests (Gibbons and
  • 7. D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287 283 program are unlikely to be involved 10±50 years Designed ®eld experiments are rare in forest later. Moreover, data on the history of a site may research (although see Lovejoy et al., 1986; Margules, well explain future patterns of species occurrence 1992; Schmiegelow and Hannon, 1993) and some like those taxa dependent on structures that take a have examined the effects of different timber harvest- prolonged period to develop (e.g. old trees or ing regimes like the Demonstration of Ecosystem highly decayed logs). Management Options (DEMO) in the Paci®c North- 4. There must be close links among scientists as well west of the US, the Silvicultural Systems Project as between scientists and forest managers. This is (SSP) in southern Australia (Squire et al., 1987) critical to highlight the range of the types of stand and the Montane Alternative Silvicultural Systems conditions that need (and are feasible) to be created (MASS) experiment on Vancouver Island in Canada by logging, the number of replicates of each `treat- (Phillips, 1996). Clearly, more are urgently needed. ment,' and where sites will be located. Strong links However, while ®eld experiments can provide valu- between scientists and forest managers are critical able information they also may have a number of for other reasons. For example, they will facilitate limitations. Two of these include: the adoption of results from field studies into 1. They are expensive and may need to run for forestry practices thereby closing the feedback prolonged periods; typically longer than political, and implementation loop in a truly adaptive man- institutional and funding cycles. This makes them agement (sensu Holling, 1978; Walters and Hol- vulnerable to budget cuts and termination prior to ling, 1990) approach to forestry. Such linkages the production of key results. could be facilitated by the development of specific 2. Experiments often require many potential sources sections within forest management agencies to of influence to be controlled, thus limiting the facilitate the transfer and adoption of new research findings and technologies. The Canadian Forest number of treatment effects being tested. As a result, the findings from some experiments (e.g. Service has such a facility and it could be a useful Tilman et al., 1994) may have limited generality for model for other organisations. extrapolation to other systems or problems on larger scales (see McCarthy et al., 1997). Monitoring-by-experiment studies will take time to generate results that are meaningful for applied forest Thus, other types of studies must make an important management. However, considerable useful informa- contribution to informing ecologically sustainable tion could be gleaned relatively quickly from retro- spective studies designed using some of the criteria forest management. For example, Dunning et al. (1995) highlighted the value of `quasi experiments' listed above and which aim to examine sites logged in in which a rigourous experimental design is employed the past. The value of such retrospective studies is to take advantage of existing landscape characteris- dependent on the availability of good data on the tics. This approach has recently been applied in stu- history of past disturbance in managed stands. In these dies of spatial context effects on vertebrates in forest cases, sites cut with new types of silvicultural prac- landscapes in south-eastern Australia (Lindenmayer tices may need to be added to monitoring experiments et al., 1998). Haila (1988) described the value of `ana- to expand the range of conditions being tested. lytical descriptions' in which ecological phenomena are systematically described and related to key under- 5. Types of future research pinning ecological theory and assumptions. Other types of research techniques will also be important Enhanced conservation of biodiversity in produc- including observational and retrospective studies (e.g. tion forests will be underpinned by new knowledge to Recher et al., 1987) as well as modelling (e.g. Lam- guide better informed decision making. Such informa- berson et al., 1994). Modelling will have greatest use if tion must come from different types of investigations it is underpinned by sound ecological data (Burgman ranging to true ®eld experiments to observational et al., 1993), otherwise outcomes of limited generic studies and simulation modelling. value and management applicability may be generated
  • 8. 284 D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287 (e.g. Tilman et al., 1994; see critique by McCarthy targeted for intensive `cropping' of trees would need et al., 1997). to be selected very carefully to ensure that future In summary, it is intuitively obvious that there are options for conservation management were not fore- strengths and limitations of the various scienti®c closed and/or key components of biodiversity lost. approaches needed to generate the sorts of information This is further complicated by ®ndings in some forest- required to guide ecologically sustainable manage- types that those ¯at, high productivity areas poten- ment of forest ecosystems. All approaches have some- tially best-suited for intensive plantation management thing to contribute; the key is to identify the method or are also important for biodiversity conservation (e.g. combination of methods likely to give the best out- Braithwaite, 1984). Finally, the long-term productivity comes for a particular problem. of forests may be dependent on the maintenance of some key components of biodiversity such as taxa involved in nutrient cycling or pollination. Thus, 6. Tensions between economics and conservation highly intensive forestry in a given area may jeopar- dise long-term sustained productivity. Managing production forests so that they have greater value for biodiversity has associated costs. 7. Conclusions Restoring the structural and ¯oristic complexity of managed forests could require more complicated pre- logging survey and planning: factors that can add to The increasing world population will place increas- the costs of production in the short-term, although ing demands on forest resources. This, coupled with long-term losses of forest productivity through the new information highlighting the diversity of forest failure to maintain key ecosystem processes may have ecosystems, means that the achievement of long-term signi®cant long-term economic costs (Pimental et al., ecological sustainability will be a complex and dif®- 1992). For example, results from the MASS project in cult task. Despite this, ecologically sustainable forest western Canada found that the costs of patch and management must be underpinned by good science shelterwood logging were 10±38% more expensive and it must operate using sound scienti®c principles than traditional clearfelling methods (Phillips, 1996). (Murphy and Noon, 1992). Thus, hypotheses and Moreover, strategies such as the retention of clumps of concepts like indicator species must be rigourously living trees may retard rates of regrowth on cutover tested using experiments and other forms of study sites (Incoll, 1979) and, in turn, reduce yields of including long-term monitoring programs. The results timber and pulpwood. of these investigations must then be communicated to, Silvicultural practices that are more sensitive to the and adopted by, forest managers, an exchange that can needs of nature conservation will require a change in only occur if close linkages are established between the general philosophy associated with cutting research and management. This may require changes regimes from simply growing and cutting crops of in the philosophies and approaches typically trees to the creation and perpetuation of key compo- embraced by managers and forest researchers. How- nents of stand structure and plant species composition ever, such changes should not be perceived as a threat (e.g. large, old hollow-bearing trees and intact thickets by both groups, but rather as a necessary challenge of understorey vegetation) (Lindenmayer and Frank- that will be an inherent part of conserving biological lin, 1997). Thus, there will be trade offs between the diversity in managed forests. costs of production and the bene®ts for biodiversity conservation; tensions that may warrant exploration using integrated economic and ecological modelling Acknowledgements tools (e.g. Hyde, 1989; McKenney and Lindenmayer, 1994). Indeed, there may be some instances where the I thank L. Gustafson and other members of the best outcome for conservation may be intensive plan- organising committee for asking me to write this paper tation forestry in a given area in return for enhanced as a summary of some key points arising from a forest stand retention strategies in another. However, areas biodiversity conference held in Uppsala, Sweden in
  • 9. D.B. Lindenmayer / Forest Ecology and Management 115 (1999) 277±287 285 Forman, T.T., 1996. Land Mosaics. The Ecology of Landscapes and mid-1997. Many of the thoughts and ideas touched on Regions. Cambridge University Press, New York. in this paper are based on collaborative work with a Franklin, J.F., 1993. Preserving biodiversity: Species, ecosystems, wide range of colleagues including: R. Cunningham, or landscapes?. Ecol. Applications 3, 202±205. C. Margules, K. Viggers, J. Franklin, H. Nix, H. Franklin, J.F., Berg, D.E., Thornburgh, D.A., Tappeiner, J.C., 1996. Recher, H. Possingham, B. Mackey, M. Burgman, Alternative silvicultural approaches to timber harvest: Variable retention harvest systems. In: Kohm, K.A., Franklin, J.F. (Eds.). M. McCarthy, P. Gibbons, C. Donnelly, Dovers, R. Creating a Forestry for the 21st Century. Island Press, pp. 111± Lacy, M. Pope, R. Incoll and many others too numer- 139. ous to mention. 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