Study Area and Design
We chose three forest sites that are part of a long-term urban forest network called the FRAME (FoRests Among Managed Ecosystems; https://sites.udel.edu/frame/) for soil analyses and invasive plant removal. The selected sites were located in the piedmont region of northern Delaware and extreme southeast Pennsylvania within 13 km of one another. For the region, mean annual temperature is 13.2°C and mean annual precipitation is 119.3 cm year–1 (NOAA 2020). Soils in this Piedmont region are mostly ultisols, and our sites were Fallsington loam, Brinklow channery loam, and Glenelg silt loam soil series.
In 2015, vegetation was sampled in all 38 FRAME sites, and sites were classified along an invasion gradient (Trammell et al. 2020) based on the abundance of non-native woody plants (i.e., number of non-native woody stems). Sites were then classified as experiencing no invasion (0 non-native stems ha–1; n = 5), Low invasion (0.2–25 non-native stems ha–1; n = 11), Medium invasion (26–80.5 non-native stems ha–1; n = 11), or High invasion (> 80.5 non-native stems ha–1; n = 11). We selected one forest site from the low, medium, and high invasion categories to assess initial woody stem density and soil C and N content, to be followed by an invasive plant removal experiment.
In March of 2017, we surveyed each study forest site for invasive plant management locations (the “management zone”). At each forest site (i.e., Low, Medium, and High invasion), the management zone had to meet the following criteria: 1) invasive shrub cover, particularly rose, must be dense enough to establish 12 plots per site (3 control plots and 9 treatment plots; see below for further details on the treatments), 2) each plot must be 4 m2 (2 m × 2 m), 3) each plot must be at least 1 m away from any other plots and/or trees, and 4) invasive shrub cover must be greater than 75% in all plots. We then assessed the plant communities and soil N cycling rates in each plot.
Vegetation Sampling
In 2017, prior to invasive plant removal, we sampled all trees, shrubs, and herbaceous vegetation in each control plot (n = 3 site–1) and treatment plot (n = 9 site–1) at each forest site (n = 3 sites). All plots were revisited for post-removal vegetation sampling in 2018 and 2019 to assess plant density following invasive plant removal (Moore et al. 2023). Trees, shrubs, and herbaceous species were counted as the number of stems across all individuals of a given species during peak growing season, beginning in July. If identification to species was not possible, individuals were identified to genus. Data were divided into total rose stem density and total non-rose stem density as potential drivers of soil N cycling rates.
Experimental Removal
Our experimental design incorporated a control and three manipulative treatments (hereafter “management strategies”). The goal of the manipulations was to conduct “easy-to-implement” and “cost-effective” strategies for landowners, managers, and restoration professionals. Due to the constraints of the management zone and number of management strategies, sample sizes at each forest site were small (n = 3 per management strategy). Within each site, 12 plots were established for a total of 36 plots across the three forest sites. Treatment strategies were additive, such that each subsequent treatment augmented the methods of the previous strategy. They were:
1) control – no invasive plant removal,
2) removal – hand pulling or cutting invasive plants, followed by stump treatment with the herbicide glyphosate,
3) seed mix – removal strategy with native plant seed mix amendment, and
4) mulch – removal and seed mix strategy with the addition of chipped invasive stems applied as mulch.
Implementation of Management Strategies
In February and March 2018, the removal zone was cleared of all invasive shrubs at each of our forest sites. Small plants were hand pulled, while larger plants were cut at approximately 10 cm above ground. Herbicide (50.2% glyphosate solution) was applied to the resulting stump immediately afterward. Invasive stems were collected and allowed to air-dry at the study site for at least 6 weeks prior to mulching.
In March 2018, a native seed mix (Prairie Moon Nursery, Winona, MN 55987) was applied to plots in management strategies (3) and (4). The seed mix was customized to include native plant species present in or near our forest sites, and excluded species known to be palatable to deer (e.g., Trillium spp.) The seed mix consisted of 29 herbaceous and 7 graminoid species in quantities based upon seed size (Moore et al. 2023). Treatment plots (6 site–1) were seeded by hand with 26.96 g of seed (6.74 g/m2).
In May 2018, dried rose stems were mulched on-site using a Tazz K32 Chipper Shredder. Due to the large number of entangled stems, other woody invasive species may have unintentionally been mulched (e.g., Japanese barberry [Berberis thunbergii]), though care was taken to exclude them to the best of our ability. The resulting mass of mulched stems was similar at each site (Low = 10.55 kg, Medium = 10.65 kg, and High = 10.55 kg). Within three days of mulching, 3.5 kg of mulched stems were applied by hand to each plot in the mulch treatment group (n = 3 site–1), forming a layer approximately ¼ inch thick on the soil surface.
Soil Sampling and In Vitro Laboratory Incubation
Soils were collected in June and September of 2017 (pre-removal year) and 2018 (first season post-removal) at each forest site. Our initial goal was to sample soils in 2019 (two seasons post-removal) as well, but due to building renovations and lab relocation in 2019, and the COVID-19 pandemic in 2020, we were unable to sample more than 1 year post-removal. In each plot (n = 13 site–1), leaf litter was removed prior to sampling, and a soil push probe was used to collect 2-cm diameter cores from the top 15 cm of soil. Three cores were taken per plot, bagged and homogenized. Soil cores were transported and stored at 4°C until processing either upon arrival at the lab or within 48 hours after collection. Soils were sieved (2 mm) to remove rocks, roots, leaves, and other debris. Three 10 g (± 0.1 g) subsamples were weighed and used for determining soil moisture content, initial nitrate (NO3–) and ammonium (NH4+) content, and a 30-day in vitro lab incubation to determine potential N mineralization rates.
For gravimetric determination of soil field moisture content, soils were oven dried at 105°C for 72 hours, then removed and placed in a desiccator to allow cooling before re-weighing. Oven-dried soil mass was used to calculate the fresh-weight-to-dry-weight conversion factor and gravimetric soil moisture content. For the 30-day incubation, 10 g (± 0.1 g) of soil were placed into a tared, 250 mL Erlenmeyer flask, then sealed with parafilm. Parafilm was punctured with a small syringe needle to allow gas exchange. Flasks were placed in an incubator and kept at 25°C for the duration of the incubation. To ensure that soil moisture was maintained at field moisture content values, flasks were weighed at least once per week. If the weight decreased by more than 1 gram, an equivalent amount of DI water was injected into the flask through the parafilm using a small syringe. After approximately 30 days, soils were removed from the incubator and prepared for extraction.
Determination of Nitrate, Ammonium, and Nitrogen Mineralization Rates
Prior to analysis, NO3– and NH4+ were extracted from soil using a 2 M KCl solution. For the soil samples collected in 2017, the extract was analyzed for NO3– and NH4+ by colorimetric spectrophotometry using a SEAL AQ2 Discrete Analyzer (SEAL Analytical, Mequon, Wisconsin 53092). Due to instrument down time, the SEAL AQ2 was used only for NH4+ quantification for June 2018 soil samples. For NO3– analyses on the June 2018 soil samples, a spectro::lyser V2 (s::can Messtechnik GmbH, Vienna, Austria) was used to measure nitrate via UV-Vis spectrometry. The September 2018 soil samples were analyzed for NH4+ and NO3– by colorimetric spectrophotometry using a SEAL Analytical AutoAnalyzer 3 flow injection analyzer at the University of Delaware Soil Testing Lab.
To ensure that nitrate concentration results were comparable across the analytical instruments, a randomly chosen subsample of soil extracts (n = 14) previously analyzed on the AQ2 in 2017 were analyzed on the other two instruments as well. Results of one-way ANOVA indicated no significant difference (P = 0.875) in the measured nitrate concentrations among these three instruments.
Potential net nitrification rate was calculated as the net change in soil NO3–-N between initial soil collection and incubated extract following 30-day incubation. Potential net N mineralization was calculated as the net change in soil NO3−-N plus NH4+-N between initial soil content and incubated extract.
Soil C and N
To determine total soil C and N, all soils from September 2017 and the control and mulch treatment group from September 2018 were ground using a ball mill (Mixer Mill MM200, Retsch, Haan, Germany). Soil C (%), N (%), and C:N were measured using an elemental combustion system (4010 CHNSO analyzer, Costech Analytical, Costech Valencia, CA, USA) interfaced with a Thermo Delta V Ratio Mass Spectrometer (Thermo, Bremen, Germany) at the University of Maryland Center for Environmental Science’s Appalachian Laboratory (Frostburg, MD). Soil C:N ratio was expressed on a molar basis.
Statistical data analysis
All data analyses were performed in R version 4.1.0 (R Core Team 2021) using the rstatix (Kassambara 2021) and relaimpo (Grömping 2006) packages. Significance was considered at the α = 0.05 level, and in some cases the α ≤ 0.10 critical values are reported as marginally significant to identify potential trends. After confirming normality and homoscedasticity of the data, we performed one-way analysis of variance (ANOVA) followed by Tukey’s post-hoc multiple comparisons test to determine potential differences between forest sites in soil N cycling metrics (i.e., nitrification and N-mineralization rates) and soil C and N metrics (i.e., soil %C, %N, and molar C:N) prior to restoration; June and September N cycling metrics were analyzed separately. We used the ‘calc.relimp’ function of relaimpo to assess relative importance of explanatory variables (total rose density, total non-rose density, and soil water content [SWC]), and to determine R2 of the model for each month (June and September) by N cycling metric (nitrification and N-mineralization rates) combination. For models that explained a considerable amount of variance (i.e., with R2 above 0.3 threshold), we report ‘lmg’ (partitioned R2) for each explanatory variable and perform simple linear regressions between explanatory variables (i.e., rose stem density, non-rose stem density, and SWC) and soil N cycling rates.
To assess differences in soil N cycling among management strategies following invasive plant removal, we calculated the net change between pre- and post-removal (2017 to 2018) nitrification and net N-mineralization rates. Then, we performed one-way ANOVA followed by Tukey’s post-hoc test to determine significant differences among management strategies, analyzing each site and month of sampling separately. We also calculated net change in soil water content (SWC) and analyzed the change between years with a paired t-test for June and September separately. To determine potential differences in soil C and N metrics between the control and mulched treatment (i.e., C amendment) groups, we calculated the net change between the pre- and post-removal (2017 to 2018) soil %C, %N, and molar C:N, then used Welch’s t-test due to small sample sizes (n = 3 plots strategy–1; 6 plots site–1) and differences (> 3-fold) in standard deviations between groups.