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DEFENSE THEORIES AND BIRCH RESISTANCE<br />

MATTI ROUSI t, JORMA TAHVANAINEN 2, WILLIAM J. MATTSON 3<br />

and HANNI SIKANEW<br />

_The Finnish F<strong>or</strong>est <strong>Research</strong> Institute, Punkaharju <strong>Research</strong> <strong>Station</strong>, SF-58450 Punkaharju, Finland<br />

2University of Joensuu, Depamnent of Biology, P.O. Box 111, SF 80101 Joensuu, Finland<br />

3<strong>USDA</strong> F<strong>or</strong>est Service, N<strong>or</strong>th Central Experimental <strong>Station</strong>, 1407 Harrison Rd, East Lansing, M148823 USA<br />

INTRODUCTION<br />

Different tree species in n<strong>or</strong>thern temperate f<strong>or</strong>ests clearly vary in their resistance to browsing mammals (Gill 1993<br />

a,b). In addition to variation at the species level, there are also clear indications of genetic differences in herbiv<strong>or</strong>e resistance<br />

within species. Such variation in resistance has been explained by the duration and intensity of past exposure to herbiv<strong>or</strong>es<br />

and pathogens (Leppik 1970, Bryant et al. 1989). It is believed that the centers of genetic diversity f<strong>or</strong> plant species should<br />

be the best places in which to find resistance to their common herbiv<strong>or</strong>es and diseases (Vavilov 1920). All of these kinds of<br />

variation have imp<strong>or</strong>tant economic and ecological implications f<strong>or</strong> plantation f<strong>or</strong>estry and f<strong>or</strong>est industries. F<strong>or</strong> example,<br />

hybridization could be used to elevate the resistance of otherwise high quality but susceptible tree species <strong>or</strong> individuals (see<br />

Rousi 1990).<br />

It has been postulated that there is a trade-off between growth and plant defense (Rhoades 1979, Herms and Mattson<br />

1992). That being the case, practical f<strong>or</strong>estry might not be interested in slow growing genotypes, although they might be<br />

m<strong>or</strong>e safe to use. Trees are generally attacked by a myriad of herbiv<strong>or</strong>es and if there is a trade-off between resistance and<br />

growth to each of those, then generally resistant genotypes should be very slow growing. Ecological trade-offs in the f<strong>or</strong>m<br />

of negative c<strong>or</strong>relations in resistance to different types of herbiv<strong>or</strong>es are also possible. Conventional wisdom suggests that<br />

trees which have to compete intensely f<strong>or</strong> nutrients and light, can probably be resistant only to restricted number of herbiv<strong>or</strong>es.<br />

In addition to genetic components, environment may also modify plant resistance. If carbon is the limiting fact<strong>or</strong> due<br />

to shading, <strong>or</strong> to large amounts of available nutrients and water, then defensive secondary metabolite level may decline so<br />

long as the plant still has strong sinks capable of usurping the available photosynthates and nutrients (Mattson 1980, Bryant<br />

el al. 1983).<br />

To test the effect of environment and birch genotype on hare resistance, we carried out several cafeteria experiments<br />

using winter d<strong>or</strong>mant shoots of small birch seedlings and plantlets grown in Punkaharju, East Finland.<br />

RESULTS AND DISCUSSION<br />

Birch Species and Genotypes Vary In Their Hare Resistance<br />

Birch species vary strongly in their hare resistance. Acc<strong>or</strong>ding to many studies, Japanese white birches, B.<br />

platyphylla and B. ermanii, are both very resistant. Some other species, such as B. alleghaniensis (Fig. 1) and B. papyrifera,<br />

are among the most susceptible species, whereas B. pendula is somewhat intermediate in resistance. Interestingly, experiments<br />

made in Alaska, Finland, and Japan all give essentially the same results (Chiba and Nagata 1968, Bryant et al. 1989,<br />

Rousi et al. 1989, 1996a). This most probably indicates the wide adaptability of birch: there are no drastic changes in<br />

resistance even if birches are grown as exotics. In addition, it shows that the Japanese mountain hare, Lepus ainu, the Finnish<br />

mountain hare, L. timidius, and the snowshoe hare, L. americanus, make their food selection on the same bases.<br />

Mattson, W.J., Niemel',i, R, and Rousi, M., eds. 1996. Dynamics of f<strong>or</strong>est herbiv<strong>or</strong>y: quest f<strong>or</strong> pattern and principle. <strong>USDA</strong><br />

F<strong>or</strong>. Serv. Gem Tech. Rep. NC-183, N.C. F<strong>or</strong>. Exp. Sta., St. Paul, MN 55108.<br />

39

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