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Urban Tree Monitoring: Best Practices for Municipalities and Nonprofits
1. Urban Tree Monitoring: Best Practices
for Municipalities and Non-Profits
Partners in Community Forestry
November 17th, 2022
Natalie van Doorn, USFS-PSW Albany, CA
Kasey Yturralde, District Dept. of Transportation, Washington, D.C.
Jeff Ramsey, Portland Parks & Recreation, Portland, OR
2. โข Evaluate planting program
performance
โข Evaluate factors associated with tree
mortality, growth, and health
โข Engage local communities
โข Manage pruning cycles and tree risk
Why monitor?
To understand how urban forests change over time
5. โข 2 General Technical Reports (GTRs)
Resources overview
6. โข 2 General Technical Reports (GTRs)
โ Urban Tree Monitoring: A Field Guide
โ Urban Tree Monitoring: A Resource Guide
โข 5 training videos
โ Getting Started
โ Mortality Status
โ Trunk Diameter
โ Location Methods
โ Managing Field Work
Resources overview
9. Tree Monitoring in the District of Columbia
โข Why monitor?
โข Urban forestry in the District
of Columbia
โข Our story of monitoring
โข Challenges
โข Lessons learned
10. Why monitor?
โข Return on investment
โข Understand why trees
die
โข Improve planting
protocols to ensure
establishment and
survival
11. Why monitor?
โข Return on investment
โข Understand why
trees die
โข Improve planting
protocols to ensure
establishment and
survival
https://forestadaptation.org/assess/ecosystem-vulnerability/urban
12. Direct management
โข Trees on city property
โข Public space permits
โข Emergency response
Indirect
management
โข Tree ordinance
Urban forest management in the District of Columbia
14. Research questions and goals
โข What is our return on
investment?
โข What factors are important in
survival of street trees?
โข Improve survival rates of newly
planted trees
16. Monitoring design
โข Data collection (32 fields)
โ Built environment
โ Environmental factors
โ Biotic factors
โข Monitor random sample (10%)
of trees from previous planting
season
โข Leveraged complete tree inventory
โข Even-aged cohort
Team 1
Team 4
Team 3
Team 2
18. Putting survival data to use
โข We consistently found trees
with buried root flares
38%
62%
Is the root flare visible?
No Yes
โข Consulted the tree survival data
when reviewing out tree list
20. Challenge and lesson learned: data quality checks
Missing data?
Mismatched data?
21. Lessons learned: Reassess your data collection
(do you need all that data?)
Abnormal
foliage
Insect sign (foliage)
22. Lessons learned
โข Start data quality checks early and
revisit
โข Reassess your data collection
โข Assessing species performance can
be challenging
โข Have realistic expectations for time
expenditures and constraints
23. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
Click to update the date or subtitle โ January 1, 2018
Presenter Name, Title
Click to update the date or subtitle โ January 1, 2018
Presenter Name, Title
Click to update the date or subtitle โ January 1, 2018
Presenter Name, Title
Portlandโs Urban Forestry Program
โข The Cityโs Arborist - Operations
โข Tree Permits and Regulation
โข Science, Outreach, and Planting
24. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
2015: New Tree Code, New Funding
2017: Expanded Tree Planting
Programs
โข New funding, need for transparency
โข New strategy, performance goals
โข New programs, need for evaluation
Tree Monitoring in Portland
28. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
What you need before you start
โข Planting records
โข Method of collection
โข Defined fields
โ Level of detail, precision
โ Acceptable range (what counts as โgoodโ
planting depth?)
Tree Monitoring in Portland โ Program Structure
29. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
Need to know
โข Survival during establishment period
โข Trees being planted correctly?
โข Maintenance and care
โข Trees given away being planted?
Want to know
โข Species or cultivar performance
โข Planting stock issues
โข Growth rates
โข Long-term survival
Tree Monitoring in Portland โ Program Structure
30. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
Tree Monitoring in Portland โ Program Structure
Base Data: Planting Records
โข Planting date
โข Planted by
โข Species
โข Site information
โข Planting stock information
Need to know
โข Survival during establishment period
โข Trees being planted correctly?
โข Maintenance and care
โข Trees given away being planted?
Want to know
โข Species or cultivar performance
โข Planting stock issues
โข Growth rates
โข Long-term survival
31. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
Need to know
โข Survival during establishment period
โข Trees being planted correctly?
โข Maintenance and care
โข Trees given away being planted?
Want to know
โข Species or cultivar performance
โข Planting stock issues
โข Growth rates
โข Long-term survival
Tree Monitoring in Portland โ Program Structure
Monitoring Records
โข Mortality status
โข Canopy vigor
โข Diameter
โข Diameter height
โข Planting depth
โข Mulch present
32. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
Sample vs. Census
โข Sample โ will only know what
you build into your study at the
beginning
โข Census โ much more
information, only works for
smaller programs
How Many Trees Can You Monitor?
Trees monitored on year 1/2/5/10 schedule
33. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
What Will Affect Mortality Most?
Street Trees
Park Trees
Yard Trees
34. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
โข 8,000 monitoring visits since 2018
โข 3-4% annual mortality
โข Surprising species!
โข Planting depth issues
Findings
37. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
Lesson #1 : You canโt know everything!
Lesson #2: Field work is only half of
your program
Lesson #3: Report your findings!
Lessons Learned
38. PORTLANDPARKS.ORG | Commissioner Carmen Rubio | Director Adena Long
Questions and Discussion
Kasey Yturralde, PhD
Forest Health and Community
Outreach Specialist
Urban Forestry Division
District Dept. of Transportation
Washington, D.C.
kasey.yturralde@dc.gov
Natalie S. van Doorn, PhD
Research Urban Ecologist
USFS Pacific Southwest
Research Station
Albany, CA
natalie.vandoorn@usda.gov
Jeff Ramsey
Science and Policy Specialist
Portland Parks & Recreation
Urban Forestry Division
Portland, OR
jeff.ramsey@portlandoregon.gov