Page 1
Budburst phenology of sitka spruce and its
relationship to white pine weevil attack
Rene I. Alfaroa,*, Kornelia G. Lewisa, John N. Kingb,Yousry A. El-Kassabyc, George Browna, Lincoln D. Smithd
aNatural Resources Canada, Canadian Forest Service, Paci®c Forestry Centre, 506 West Burnside Road, Victoria,
British Columbia, Canada, V8Z 1M5bMinistry of Forests, Research Branch, P.O. Box 9519, Stn. Provincial Government, Victoria, British Columbia, Canada, V8W 9C2
cPRT Management Inc. No. 4-1028 Fort St. Victoria, British Columbia, Canada, V8V 3K4dUniversity of Victoria, Department of Biology, Biology Co-operative Program, Box 3020, Victoria, British Columbia, Canada, V8W 3N5
Received 30 October 1998; accepted 26 February 1999
Abstract
Phenology of budburst development of Sitka spruce, Picea sitchensis Bong. Carr., measured at two sites on Vancouver Island,
British Columbia, Canada, was under strong genetic control, with family heritability (h2f ) ranging from 0.45 to 1.0, depending
on phenology stage. On average, families with resistance to the white pine weevil, Pissodes strobi (Peck), initiated and
maintained a faster rate of bud development than families from susceptible parents, requiring lower heat accumulation to reach
particular stages of bud development. However, a large overlap occurred, with one resistant family having a budburst
phenology not signi®cantly different from the susceptible families and some susceptible families having phenology as early as
that of resistant families. It is postulated that resistance is a multicomponent trait based on different resistance mechanisms,
some of which may be correlated with phenology but not others. Close observation of weevil behaviour through the season
indicated that resistant families experienced reduced weevil presence, copulation and oviposition rate with respect to
susceptible families. # 2000 Elsevier Science B.V. All rights reserved.
Keywords: Picea sitchensis; Pissodes strobi; Genetic resistance; Pest management
1. Introduction
The white pine weevil (Pissodes strobi (Peck)) is
the most damaging pest of young spruce and pines in
North America. The main hosts in British Columbia
(BC) are Sitka spruce (Picea sitchensis (Bong.) Carr.),
white spruce (P. glauca (Moench) Voss) and Engel-
mann spruce (P. engelmanii Parry). In early spring
(late March, April), adult weevils emerge from over-
wintering in the duff and, after mating, females ovi-
posit in the upper section of the previous year's leader.
The larvae mine downwards, consuming the phloem,
girdling and killing the leader. Pupation occurs in
chambers excavated in the xylem. Adults emerge from
Forest Ecology and Management 127 (2000) 19±29
*Corresponding author. Tel.: +1-604-363-0600; fax: +1-604-
363-0775.
E-mail address: [email protected] (R.I. Alfaro).
0378-1127/00/$ ± see front matter # 2000 Elsevier Science B.V. All rights reserved.
PII: S 0 3 7 8 - 1 1 2 7 ( 9 9 ) 0 0 1 1 5 - 2
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the leaders from late July to September, and when
temperatures drop and photoperiod shortens, they go
into hibernation in the duff (Silver, 1968). Depending
on infestation levels, weevil attack can reduce the
yield of host trees by as much as 40%, (Alfaro et al.,
1997a). Moreover, leader destruction results in stem
defects, such as crooks and forks that reduce lumber
quality (Alfaro, 1989; Alfaro, 1994).
Studies of attack rates in genetic trials in British
Columbia have revealed resistance to this weevil
(Alfaro and Ying, 1990; Alfaro et al., 1996; Ying,
1991). This resistance has been shown to be under
strong genetic control (King et al., 1997; Kiss and
Yanchuk, 1991). Variation in several traits has been
associated with variation in white pine weevil attack.
These include variation in the chemical composition
of feeding stimulants and deterrents (Alfaro et al.,
1980), differences in resin canal density (Alfaro, 1996;
Alfaro et al., 1997b; Tomlin and Borden, 1994, 1996)
and production of traumatic resin (Alfaro, 1995;
Alfaro et al., 1996; Tomlin et al., 1998). Differences
in the physical and chemical properties of the resin are
also thought to play a role in resistance. These
mechanisms often occur simultaneously, each one
playing some role, but the relative importance of each
defense system varies in different spruce genotypes.
Resistance mechanisms in¯uence the physiology and
behaviour of P. strobi. Weevils normally reject resis-
tant trees, but if forced to feed on them or on unsui-
table host tissues, they sustain ovarian regression and
possibly other physiological degradation (Gara and
Wood, 1989; Leal et al., 1997; Sahota et al., 1994;
Trudel et al., 1998).
Plant phenology plays an important role in trophic
relationships within an ecosystem. Early or late bud-
burst or rate of shoot growth affect quality and quan-
tity of food available for herbivores at speci®c times
(Quiring, 1992; Langvatn et al., 1996) directly affect-
ing herbivore population levels. Differences in phe-
nological development of allopatric plant populations
may be correlated with seasonal variation in plant
defenses, such as synthesis of resin and other defen-
sive chemicals (Floate et al., 1993; How et al., 1993;
Muzika et al., 1993; Shepherd, 1983). Working with
clones from the `Haney' Sitka spruce provenance,
which has shown resistance to the white pine weevil
(Alfaro and Ying, 1990; Ying, 1991), Hulme (1995)
noted that least damaged trees started apical bud
development earlier in the season relative to suscep-
tible clones. Hulme (1995) also demonstrated that if
the synchrony between the phenology of the clones
and the phenology of P. strobi was altered, the white
pine weevil could successfully attack the resistant
genotypes. These ®ndings are important, because
successful deployment of trees with resistant mechan-
isms related to host phenology would require different
strategies from the deployment of trees with non-
phenology linked resistance.
Weevil resistance screening trials initiated by the
British Columbia (BC) Ministry of Forests near Cow-
ichan Lake and Jordan River, Vancouver Island, BC,
provided an opportunity to study further the relation-
ship between weevil resistance and budburst phenol-
ogy of Sitka spruce. Budburst phenology was selected
as an indicator of plant phenology, because it is a
readily observable trait, commonly used as an index of
plant development in forestry and agriculture. Speci-
®cally, we wanted to determine if the ®ndings of
Hulme (1995), which were based on clones of only
two resistant Sitka spruce families could be extended
to other Sitka spruce provenances and families with
demonstrated resistance to the white pine weevil. In
this report, we quantify the phenological development
of a large collection of Sitka spruce families, report on
the degree of genetic variation in budburst phenology,
and compare the phenology of resistant and suscep-
tible Sitka families. We also measure weevil activity
on genotypes with differences in phenology and resis-
tance to weevils.
2. Material and methods
In the winter of 1991±1992 replicated Sitka spruce
progeny trials were established at two locations on
southwestern Vancouver Island, British Columbia,
with the purpose of screening spruce genotypes for
resistance to the white pine weevil. One trial was
established near Jordan River (488250 N, 1240010 W;
120 m asl; 58 slope), and the second at Meades creek,
north arm Cowichan lake (488510 N, 1248070 W;
190 m asl; on ¯at terrain). Both trials are located in
the Coastal Western Hemlock biogeoclimatic zone,
Very Dry Maritime subzone (Nuszdorfer and Boettger,
1994). Seeds from 75 open pollinated families were
collected in the Paci®c coastal region, extending from
20 R.I. Alfaro et al. / Forest Ecology and Management 127 (2000) 19±29
Page 3
the Queen Charlotte islands (northernmost location:
548040 N, 1318470 W) to Oregon, USA (southernmost
location: 458300 N, 1248000 W). Elevation of parent
tree locations ranged from sea level to 650 m. Seed-
lings were randomly planted in 24 replicates at each
trial, each replicate containing 75 plants (one of each
family). These sources included new collections from
the Qualicum Beach area of Vancouver Island, a
provenance that has shown resistance to weevil attack
at trials located in three other British Columbia loca-
tions (Head Bay, Kitimat and Nass; Ying and Ebata,
1994).
Local weevil populations were low and unevenly
distributed at both locations; to facilitate the screening
process weevil populations were augmented by
introducing weevils to both locations. In October
1994, three unsexed weevils were placed on each
tree, in replicates one through 10 at the Jordan
River site. The weevils for this site were collected
in late summer 1994 near Eve River, northeast
Vancouver Island and were observed to successfully
attack trees in the spring of 1995. The following spring
(May 1996) two unsexed weevils were placed on
every tree in 15 replicates at the Cowichan Lake
site. The weevils released at this site were collected
in late summer 1995 near Benson River, northeast
Vancouver Island.
At the time of weevil augmentation the Jordan River
plantation was four years old and trees averaged 1.5 m
in height. The Cowichan Lake plantation was ®ve
years old when weevils were released, with trees
averaging 1.1 m in height. Natural outbreaks of the
white pine weevil normally develop in plantations of
these ages and heights on Southern Vancouver Island
(Alfaro and Omule, 1990). The weevils released at
both sites resulted in attack rates that were similar to
those observed under natural outbreak conditions
(Alfaro and Omule, 1990). Phenology observations
were conducted during the 6th and 7th seasons of
growth, and Jordan River and Cowichan Lake, respec-
tively.
This report summarizes observations of apical
budburst phenology development and weevil beha-
viour, concentrating on data collected in 1997 at
the Cowichan Lake site. This site was observed
for a longer period relative to the 1996 study at
Jordan River and therefore yielded a more complete
data set.
2.1. Data collection
Budburst phenology measurements were made
once per week from 4 April to 20 May 1996 at the
Jordan River site, and from 7 April to 14 July 1997 at
the Cowichan Lake site. Four trees from each of the 75
families were selected at random for phenological
observations. Bud development was recorded for
the apical bud of the tree leader and for the apical
bud of one lateral branch from the uppermost whorl.
On each sampling date, bud development was
recorded as being one of eight stages using a classi-
®cation system similar to the one developed by Shep-
herd (1983). This system classi®es budburst stages
according to the level of bud swell, colour, and
elongation (Fig. 1). In addition to phenological obser-
vations, the presence of weevils on each sample leader
was also recorded on each sampling date. Individual
weevil behaviour was recorded as resting, feeding, or
mating. Leaders were also examined for the presence
of feeding and oviposition sites, and a binary variable
(yes or no) was entered for each tree. If feeding or
oviposition sites were detected, that leader was
declared as `with feeding' or `with eggs' for the rest
of the observation period. Observations of weevil
activity and bud phenology were made between
10 : 30 am and 3 : 00 pm on each sampling date.
Heat accumulation expressed as degree-days above
a given threshold temperature gives a measure of the
advancement of the season that is independent from
Julian calendar dates, allowing comparisons from year
to year (Zalom et al., 1983). Degree-days were calcu-
lated using a program developed by Raworth (1994)
based on the sine method described by Frazer and
Gilbert (1976), using a spruce developmental thresh-
old temperature of 58C; and accumulated from 1 April
until 30 August. The threshold temperature of 58C was
used following the model of Cannel and Smith (1983)
who predicted budburst phenology of Sitka spruce in
the United Kingdom. The period of 1 April to 30
August was selected because it encompasses the most
actively growing period in Sitka spruce in the west
coast of British Columbia. For the Cowichan Lake
data, degree-days were calculated from daily max-
imum and minimum temperature records obtained
from a weather station monitored at the British
Columbia Ministry of Forests Cowichan Lake
Research Station, �6 km from the trial site. At Jordan
R.I. Alfaro et al. / Forest Ecology and Management 127 (2000) 19±29 21
Page 4
River, an electronic thermometer installed at the site
recorded hourly temperatures which were used in the
calculations.
2.2. Data analyses
Weevil attack levels at Jordan River and Cowichan
Lake were measured ®rst in 1995 and 1996, respec-
tively, and annual assessments of successful attack
were made until the end of the 1997 season at both
sites. Successful P. strobi attacks are those where eggs
are laid and the leader is killed. Cumulative percent of
trees attacked within a family was used to determine
variation in attack rates, heritability of weevil resis-
tance, and environmental and genetic components of
resistance. The genetic analysis will be published in a
companion paper (King et al., Genetic resistance of
Sitka spruce populations to terminal weevil).
Based on the cumulative attack data at each site, the
spruce families were categorized as weevil resistant
(0±25% attack), intermediate (>25% attack but <75%
attack), and susceptible (75% attack or greater).
Because of occasional discrepancies between sites
due to uneven spatial distribution of the attack, a
conservative approach was taken, and ®nal family
ranking was based on the worst case at either site.
Thus, if a family was classed as intermediate at one
site and susceptible at the other, it was labeled as
susceptible. Also, resistant families were those that
sustained no >25% attack at both sites. This classi®-
cation yielded four families labeled as resistant, 30
families as intermediate and 41 families as suscepti-
ble. Interestingly, the four families, which demon-
strated consistent resistance at both sites, originate
from the Qualicum Beach area of Vancouver Island,
supporting earlier results by Ying (1991).
Future assessments of tree phenology would bene®t
by examination of lateral branches if the leaders were
too tall to observe or had been previously killed by
weevil attack. Therefore, correlation analysis was
used to determine, for each sampling date, the rela-
tionship between phenology of the apical bud of the
tree leader and the phenology stage of the apical bud
from a ®rst whorl branch. Subsequent analyses were
done only on measurements of phenology of the apical
leader bud.
Fig. 1. Budburst classification guide depicting phenology stages 1 through 8 (adapted from Shepherd (1983). Budburst phenology stages
described as follows: (1) shiny conicalÐbuds slightly conical with scales starting to peel back; (2) shiny/swollenÐ buds similar to (1) but
more swollen; (3) yellow/swollenÐbuds considerably swollen and appear yellowish in colour; (4) columnarÐshoots starting to elongate, bud
scales opaque so that the green colour of the needles is clearly visible; (5) splitÐshoot elongating, bud cap substantially splitting but still
attached to tip of shoot; (6) brushÐbud cap usually no longer present, needles appear to originate from one point; (7) featherÐneedle bases
separate; and (8) growing shootÐneedles widely separated out from expanding shoot.
22 R.I. Alfaro et al. / Forest Ecology and Management 127 (2000) 19±29
Page 5
Analysis of variance (ANOVA) was used to deter-
mine if a signi®cant proportion of the variation in
degree-day accumulation required to reach each apical
leader phenology stage could be attributed to family,
i.e., had a genetic basis. Family heritability of the
degree-day accumulation required to reach each bud
phenology stage and standard error were calculated
using the methods presented by Falconer (1989) and
Becker (1984).
Signi®cance of differences in phenology stage at
each sampling date between resistant and susceptible
families were determined using a Kruskal±Wallis non-
parametric ANOVA (Sokal and Rohlf, 1980). The
relationship between the phenology of a family
observed in the 1996 study at Jordan River and the
1997 study at Cowichan Lake was determined by
correlating the number of degree-days required to
reach phenology Stage 3 (Fig. 1) at each site. This
stage was selected because it is important in the
weevil/spruce system, coinciding with the commence-
ment of the oviposition period, an important step in
host selection.
3. Results
Leader and lateral buds were either dormant or at
Stage 1 when sampling began at the Cowichan Lake
trial. As the season progressed, mean leader bud
phenology lagged that of the mean lateral bud by
up to one full stage (Table 1). Correlation of leader
phenology versus lateral phenology stage showed a
signi®cant relationship at all sampling dates (Table 1)
with the strongest correlation (Pearson correlation
coef®cient, R � 0.78) observed when leader phenol-
ogy stage averaged 2.4, on 30 April 1997 (degree-day
accumulation 100.4). A similar lag relationship
between lateral and leader phenology was found a
year earlier at the Jordan River site, and was also
reported for coastal Douglas ®r (Pseudotsuga menzie-
sii (Mirb.) Franco and western hemlock (Tsuga het-
erophylla (Raf.) Sarg.) seedlings by Lavender (1980)
and for Abies species by Worral (1983).
Analysis of variance showed that tree family had a
signi®cant effect on the number of degree-days
required for the leader apical bud to reach a particular
phenology stage, indicating that leader bud phenology
was under strong genetic control (Table 2). Family
heritability (h2f ) of the degree-day accumulation
required to reach each phenology stage was calculated
for the Cowichan Lake site and ranged from 0.44 to
1.0 (Table 2). Similar analysis performed on the Jor-
dan River data indicated an h2f of 0.79 � 0.25 for the
degree-days required to reach Stage 3 (other stages not
tested at Jordan River as this data set has a shorter
observation period than the Cowichan Lake data).
Nienstaedt and King (1970) reported family heritabil-
ity values for budburst phenology as high as h2 � 0.71
for white spruce.
Table 1
Mean leader and lateral bud phenology stage on Sitka spruce at Cowichan Lake, British Columbia
Sampling
date 1997
Degree-days Mean leader phenology
stage N � 291
Mean lateral phenology
stage N � 291
Difference R
7 April 21.65 0.23 0.56 0.33 0.37
17 April 55.77 0.42 0.62 0.20 0.55
21 April 68.85 1.17 1.60 0.43 0.65
30 April 100.44 2.41 3.22 0.81 0.78
7 May 133.13 3.32 4.41 1.09 0.74
13 May 196.43 5.18 5.84 0.66 0.63
21 May 270.22 6.04 7.00 0.96 0.48
28 May 328.59 6.90 7.88 0.98 0.42
4 June 391.59 7.62 7.99 0.34 0.33
10 June 441.59 7.79 8.00 0.21 Ða
18 June 526.59 7.96 8.00 0.04 Ða
24 June 572.09 8.00 8.00 0.00 Ða
a One or both variables had no variance.
Note: Phenology stages were correlated for each sample date, and Pearson's correlation coefficient (R) is reported (all p-values <0.001).
Similar differences were observed at Jordan River.
R.I. Alfaro et al. / Forest Ecology and Management 127 (2000) 19±29 23
Page 6
A regression of tree phenology development for
Cowichan Lake, as a function of cumulative degree-
days yielded the following relationship:
Phenology stage � a � b Log (degree-days)
Where a � ÿ11.15 (SE � 0.14) and b � 7.07
(SE � 0.06)
With R2 � 0.84 (p < 0.001).
Simple linear regression analyses of leader phenol-
ogy stage at each sampling date indicated that, at both
sites, phenological development of a tree was only
weakly related to the latitude of the parent tree source.
The models accounted for only a small portion of the
observed variation in budburst phenology (Pearson
correlation coef®cient (R) range: 0.04±0.25, depend-
ing on phenology stage). This result was somewhat
unexpected since other growth parameters, such as
height growth (Ying, 1997), are strongly correlated
with latitude of provenance origin in Sitka spruce, and
may re¯ect the limited representation of high latitude
families (e.g., Alaska) in this sample. However, Falk-
enhagen (1977) observed similar low correlations
between Sitka spruce budburst and latitude. In¯uences
of seed source elevation were not tested because most
seed sources in this experiment were low elevation
(<200 m).
3.1. Relationship between bud phenology and
resistance to weevil attack
On the ®rst sampling date, apical bud phenology
was similar for trees in resistant and susceptible
families, but as the season progressed their mean
phenology stage diverged. On average, trees in the
four resistant families had faster leader bud develop-
ment than susceptible families (Table 3, Fig. 2). At
Cowichan Lake, statistically signi®cant differences
(Kruskal±Wallis ANOVA, p < 0.01) were detected
between 30 April and 13 May, when 100 to nearly
200 degree-days (base 58C) had accumulated
(Table 3). A maximum difference occurred by 7
May (133.13 degree-days accumulation), when trees
in resistant families were, on average, one full stage
ahead of susceptible families. As the season pro-
gressed, all trees moved to the ®nal phenology stage
(8) and the phenology stage difference between resis-
tant and susceptible families decreased gradually.
Buds of both resistant and susceptible families were
fully ¯ushed when ca. 450 degree-days had accumu-
lated.
Although mean budburst phenology of trees in
resistant and susceptible families differed, consider-
able overlap existed between the phenology distribu-
tion of trees from resistant and susceptible families
(Fig. 2). Grouping trees into individual families dis-
closed that one of the four resistant families (#24,
Fig. 3) had mean phenology development, which was
not different from the mean of susceptible families.
This family showed a similar pattern of development
at Jordan River. Also, there were several intermediate
and three susceptible families that had very early
phenology, indicating that early apical bud phenology
alone is not a good indicator of resistance.
Table 2
Analysis of variance (ANOVA) test of the number of degree-days required to reach each phenology stage among 75 different Sitka spruce
families
Phenology stage
1 2 3 4 5 6 7 8
MS Effecta 666.13 584.51 1867.43 2361.66 2735.08 3693.60 2443.59 6514.52
MS Errorb 445.93 309.29 787.32 977.96 1136.76 1427.48 1590.91 4403.77
F Value 1.48 1.89 2.37 2.42 2.41 2.59 1.54 1.48
p-Level 0.02 0.00 0.00 0.00 0.00 0.00 0.01 0.02
h2f 0.44 0.75 1.00 1.00 1.00 1.00 0.48 0.45
SE of h2f 0.23 0.25 0.25 0.26 0.26 0.26 0.23 0.23
a Degrees of freedom (df) � 74.b df � 216 for phenology stages 1 through 6, 215 for phenology Stage 7 and 211 for phenology Stage 8.
Note: Data from Cowichan Lake. A significant effect of family was detected for all stages. h2f � family heritability and SE � Standard
error. A similar effect of family on bud phenology development was observed at Jordan River.
24 R.I. Alfaro et al. / Forest Ecology and Management 127 (2000) 19±29
Page 7
Table 3
Mean leader phenology stage of trees in Sitka spruce families resistant and susceptible to attack by the white pine weevil
Sampling date 1997 Degree-days Mean leader phenology stage Difference Ha p-Valuea
Resistant families Susceptible families
7 April 21.65 0.20 0.17 0.03 0.08 N.S.
17 April 55.77 0.53 0.34 0.19 2.17 N.S.
21 April 68.85 1.47 1.09 0.37 3.14 N.S.
30 April 100.44 2.80 2.17 0.63 8.04 0.005
7 May 133.13 4.00 3.01 0.99 10.54 0.001
13 May 196.43 5.60 4.96 0.64 25.39 0.000
21 May 270.22 6.13 6.02 0.11 1.47 N.S.
28 May 328.59 7.00 6.78 0.22 1.23 N.S.
4 June 391.59 7.60 7.58 0.02 0.00 N.S.
10 June 441.59 7.73 7.75 ÿ0.02 0.00 N.S.
18 June 526.59 7.93 7.95 ÿ0.01 0.00 N.S.
24 June 572.09 8.00 7.99 0.01 0.00 N.S.
a Kruskal±Wallis ANOVA. N.S. � p > 0.05.
Note: Dates in italics indicate when maximum difference occurred between phenology of resistant and susceptible leaders. Mean leader
phenology is based on four resistant families (15 trees) and 41 susceptible families (158 trees). Data from Cowichan Lake.
Fig. 2. Frequency distribution of the number of Sitka spruce trees found with a particular leader phenology stage on two sampling dates at
Cowichan Lake. (A) trees in resistant families and (B) trees in families susceptible to white pine weevil attack.
Page 8
Regression analysis of the number of degree-days to
reach phenology Stage 3 at Cowichan Lake measured
in 1997 versus the same measured at Jordan River in
1996 was signi®cant (R2 � 0.45, p < 0.001). A posi-
tive and signi®cant regression intercept indicated that
the same families required slightly higher heat accu-
mulation at Cowichan Lake than at Jordan River (on
average, ca. 57 degree-days more).
3.2. Weevil activity
Weevil activity recorded at Cowichan Lake in 1997
and at Jordan River in 1996 were similar with respect
to the timing of the various behaviour activities
recorded in relation to heat accumulation. Weevils
were observed on the leaders of seven susceptible trees
at the Cowichan Lake site on the ®rst sampling date, 7
April when 21.6 degree-days had accumulated from 1
April. Between this date and 30 April, (heat accumu-
lation 100.4 degree-days) the number of leaders with
weevils (any activity) on resistant and susceptible
families was similar (Fig. 4(A)). However, after 30
April, the number of resistant trees with weevils did
not increase beyond 15% of the total observed, and
gradually declined thereafter. Conversely, on suscep-
tible trees, the number of leaders with weevils con-
tinued to increase, reaching �34% on 13 May (196.4
degree-days), and gradually declined thereafter
(Fig. 4(A)). Mating pairs were observed on the leaders
starting on 7 May (133.1 degree-days) and also
reached a maximum on 13 May (Fig. 4(B)). The
mating and egg-laying period extended into mid-June.
However, consistently lower numbers of mating
pairs were observed on resistant compared to suscep-
tible leaders. Oviposition began as soon as the ®rst
mating pairs were observed (7 May), and by 21 May
(270 degree-days) peak egg deposition was over
(Fig. 4(C)).
Maximum weevil presence, numbers of mating
pairs and peak oviposition coincided with the period
of maximum mean phenology difference between
resistant and susceptible trees (Figs. 3 and 4). Peak
oviposition on both the resistant and susceptible trees
occurred between 100 and 300 degree-days after 1
April at Cowichan Lake. The percentage of the resis-
tant leaders that sustained egg deposition was much
lower (13%) than the percentage of susceptible leaders
(49%) (Table 4). This resulted in large differences in
percent leader kill: 7% in resistant versus 35% in
susceptible trees.
Fig. 3. Phenology development of the apical bud of trees in Sitka spruce families resistant and susceptible to the white pine weevil versus
degree-day accumulation at the Cowichan Lake site. Degree-days were accumulated from 1 April 1997 using a developmental threshold
temperature of 58C.
26 R.I. Alfaro et al. / Forest Ecology and Management 127 (2000) 19±29
Page 9
4. Discussion
This study showed that Sitka spruce trees in three of
four resistant families initiated and maintained a faster
budburst phenology than susceptible families. How-
ever, the fact that one very resistant family had
phenology similar to that of susceptible families
and that some susceptible families had phenology
similar to the earliest resistant families indicates that
resistance and phenology are not closely correlated.
Recent unpublished results from a site located near
Port Renfrew BC, yielded similar results: an overall
faster phenology among resistant relative to suscep-
tible families, but large individual family variation.
This indicates that apical budburst phenology mea-
surements alone are not enough to discriminate
between resistant and susceptible genotypes. There-
fore, it is important that future studies consider other
phenology measurements, such as development of
defensive chemicals, which may be better correlated
to weevil resistance. For example, Onstad and Gould
(1998), discuss the variation in the titer of defensive
toxins with crop maturation in agriculture systems.
The density of vertical resin canals in the bark
of spruce leaders, a trait implicated in weevil resis-
tance, appears linked to phenology of shoot diameter
growth (Alfaro et al., 1997a; Tomlin and Borden,
1994). Density of resin canals decreases as the season
advances and the leader increases in diameter (Alfaro,
1996). Other phenology-linked mechanisms which
could be related to seasonal growth rate could be
the production of traumatic resin (Alfaro, 1995)
and other defensive chemicals (phenols, tannins,
etc.) in response to weevil feeding and oviposition.
However, weevil resistance mechanisms that are
related to seasonal growth phenology are likely to
vary in different tree species or ecosystems, due to
differential carbon budget allocation between growth
and defense.
The observations of weevil activity indicate that a
narrow window of susceptibility occurs in Sitka
spruce between heat accumulation 100 and 300
degree-days from 1 April (threshold 58C), which is
when maximum oviposition occurs. Although indivi-
dual weevils and mating pairs were observed well into
mid-June (500 degree-days), it is likely that by then
the host would be again in a resistant state or weevils
may not be in a physiological state suitable for ovi-
position. The equation provided in this study, which
related apical budburst phenology to accumulated
degree-days, could be useful for monitoring tree phe-
nology and, indirectly, the occurrence of various
weevil behaviour stages, such as emergence from
overwintering, movement to leaders, mating and ovi-
position.
Fig. 4. Synchrony of Pissodes strobi activities and the budburst
phenology of Sitka spruce trees from families resistant or
susceptible to the weevil. Data from Cowichan Lake site in 1997.
(A) percent of leaders with weevils observed, and budburst
phenology stage; (B) percent of leaders with mating weevils
present; (C) cumulative percent of leaders with eggs.
R.I. Alfaro et al. / Forest Ecology and Management 127 (2000) 19±29 27
Page 10
We postulate that resistance is a dynamic process
involving multiple traits, which occur in different
degrees, possibly even among members of the same
family. These mechanisms probably activate and
decay at different rates during the season. Resistant
trees are those that are able to maximize the array of
defense mechanisms during host selection and peak
oviposition period, whereas susceptible trees are those
that can muster only a weak or incomplete set of
resistance mechanisms in this period. Understanding
the array of resistant mechanisms and how they vary
through the season is vital for development of breed-
ing programs aimed at reducing weevil damage in
spruce.
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