Crossing the Great Divide: Bridging the Researcher–Practitioner Gap to Maximize the Utility of Remote Sensing for Invasive Species Monitoring and Management

Invasive species are increasingly present in our ecosystems and pose a threat to the health of forest ecosystems. Practitioners are tasked with locating these invasive species and finding ways to mitigate their spread and impacts, often through costly field surveys. Meanwhile, researchers are developing remote sensing products to detect the changes in vegetation health and structure that are caused by invasive species, which could aid in early detection and monitoring efforts. Although both groups are working towards similar goals and field data are essential for validating RS products, these groups often work independently. In this paper, we, a group of researchers and practitioners, discuss the challenges to bridging the gap between researchers and practitioners and summarize the literature on this topic. We also draw from our experiences collaborating with each other to advance detection, monitoring, and management of the Hemlock Woolly Adelgid (Adelges tsugae; HWA), an invasive forest pest in the eastern U.S. We conclude by (1) highlighting the synergies and symbiotic mutualism of researcher–practitioner collaborations and (2) providing a framework for facilitating researcher–practitioner collaborations that advance fundamental science while maximizing the capacity of RS technologies in monitoring and management of complex drivers of forest health decline such as invasive species.

The Lari-Leuco Container: A Novel Collection Arena for Separating Insects Ascending or Descending From a Plant Foliage Sample

Efficient separation of insects from plant material for quantification and collection is an important component of entomological research. This paper reports on a novel, easily replicable container designed to efficiently collect two different biological control agents dispersing from hemlock (Tsuga spp.) foliage infested with the invasive hemlock woolly adelgid (HWA), Adelges tsugae Annand (Hemiptera: Adelgidae). The container utilizes a simplified Berlese-style funnel design to collect Laricobius spp. (Coleoptera: Derodontidae) larvae dropping from the foliage into a removable bottom jar, a central jar to house the foliage sample, and a removable top jar to collect adult silver flies (Leucopis spp., Diptera: Chamaemyiidae) emerging from puparia on the twigs. The efficacy of two designs (with and without a funnel leading to the top collection jar) was evaluated using western hemlock [Tsuga heterophylla (Raf.) Sarg.] foliage naturally colonized with HWA and the two predator genera. All Laricobius larvae were effectively collected in the bottom jar, and the addition of an inverted funnel leading to the top collection jar increased the proportion of Leucopis flies reaching the target jar from 60% to 94%. This ‘Lari-Leuco’ container is presented as a research and motoring tool to benefit the integrated pest management program for HWA in eastern North America and for potential use in simultaneously separating ascending and descending life stages in other insect-plant or predator-prey systems.

Detection of Adelges tsugae (Hemiptera: Adelgidae) wool using Velcro-covered balls

Adelges tsugae Annand (Hemiptera: Adelgidae), a nonindigenous insect pest of hemlock (Tsuga spp.) (Pinaceae) in eastern North America, spends most of its life cycle within an ovisac, which resembles a woolly white mass on twigs. We evaluated the probability of detecting adelgid wool with Velcro®-covered balls when taking an increasing number of samples per tree (field sampling) and number of trees per simulated stand. We examined the relationship between the detection of adelgid wool using this technique and the incidence of A. tsugae-infested twigs by sampling lower-crown branch tips of the same trees. We found that the probability of detecting wool with ball sampling increased with number of ball samples per tree, with number of trees per simulated stand, and with increasing incidence of ovisacs in the lower crown. When sampling an individual tree, we found that 20 ball samples per tree achieved a targeted precision level of 0.75, but when sampling a stand, we found that 10 ball samples per tree took the least time for the range of simulated A. tsugae infestations we tested. These sample sizes are recommended for detection of A. tsugae infestations on an individual tree and in a hemlock stand.

Activity of Stem-Injected and Soil Applied Imidacloprid Against Hemlock Woolly Adelgid in the Great Smoky Mountains

Eastern hemlock (Tsuga canadensis [L.] Carrière) is an important component of the riparian ecosystem. Due to the widespread establishment of hemlock woolly adelgid (Adelges tsugae Annand)(HWA) across the range of eastern hemlock, woodland trees may be infested for extended periods (years), resulting in their decline. Imidacloprid, a systemic neonicotinoid insecticide, may be used as a strategy in forested settings to manage HWA while more long-term solutions become established, such as biological controls. Symptoms of prolonged infestation include extensive dieback and thinned canopies. In this study, trees with a diameter at breast height (DBH) of 24.7 ± 2.7 SD cm in poor condition were treated with imidacloprid. Trees were treated once by trunk-injection (IMA-jet) or by soil drench in the Greenbrier area of the Great Smoky Mountains National Park, Gatlinburg, TN, USA. Changes in tree growth and HWA density were measured for 3 consecutive years. Imidacloprid-treated trees recovered, whereas the untreated trees declined. Imidacloprid treatments resulted in significantly higher 3-year mean percent growth (65.6% to 71.7% of tips) compared to the untreated controls (10.5% of tips). HWA density 3-year means in the imidacloprid-treated trees (0.10 to 1.09 per cm) likewise were statistically different to the untreated trees (2.72 per cm). The extended activity of imidacloprid-treated hemlock was attributed to storage in the symplast (xylem ray parenchyma) and to perennial needle retention. This study demonstrates that trunk-injection with IMA-jet is effective against HWA and comparable with soil drench to protect trees in the long term (≥ 4 years).

Impact of chronic stylet-feeder infestation on folivore-induced signaling and defenses in a conifer

Our understanding of how conifers respond biochemically to multiple simultaneous herbivore attacks is lacking. Eastern hemlock (Tsuga canadensis; ‘hemlock’) is fed on by hemlock woolly adelgid (Adelges tsugae; ‘adelgid’) and by later-instar gypsy moth (Lymantria dispar; ‘gypsy moth’) caterpillars. The adelgid is a stylet-feeding insect that causes a salicylic acid (SA)-linked response in hemlock and gypsy moth larvae are folivores that presumably cause a jasmonic acid (JA)-linked response. This system presents an opportunity to study how invasive herbivore-herbivore interactions mediated through host biochemical responses. We used a factorial field experiment to challenge chronically adelgid-infested hemlocks with gypsy moth caterpillars. We quantified 17 phytohormones, 26 phenolic and terpene metabolites, and proanthocyanidin, cell wall-bound phenolic, and lignin contents. Foliage infested with adelgid only accumulated gibberellins (GAs) and SA; foliage challenged by gypsy moth only accumulated JA phytohormones. Gypsy moth folivory on adelgid-infested foliage reduced accumulation of JA phytohormones and increased SA levels. Both herbivores increased cell wall-bound phenolics and gypsy moth increased lignin content when feeding alone but not when feeding on adelgid-infested foliage. Our study illustrates the importance of understanding the biochemical mechanisms and signaling antagonism underlying tree responses to multiple stresses, and of disentangling local and systemic stress signaling in trees.

Monitoring Forest Infestation and Fire Disturbance in the Southern Appalachian Using a Time Series Analysis of Landsat Imagery

The southern Appalachian forests have been threatened by several large-scale disturbances, such as wildfire and infestation, which alter the forest ecosystem structures and functions. Hemlock Woolly Adelgid (Adelges tsugae Annand, HWA) is a non-native pest that causes widespread foliar damage and eventual mortality, resulting in irreversible tree decline in eastern (Tsuga canadensis) and Carolina (T. caroliniana) hemlocks throughout the eastern United States. It is important to monitor the extent and severity of these disturbances over space and time to better understand their implications in the biogeochemical cycles of forest landscapes. Using all available Landsat images, we investigate and compare the performance of Tasseled Cap Transformation (TCT)-based indices, Normalized Difference Vegetation Index (NDVI), Enhanced Vegetation Index (EVI), and Disturbance Index (DI) in capturing the spectral-temporal trajectory of both abrupt and gradual forest disturbances (e.g., fire and hemlock decline). For each Landsat pixel, the temporal trajectories of these indices were fitted into a time series model, separating the inter-annual disturbance patterns (low frequency) and seasonal phenology (high frequency) signals. We estimated the temporal dynamics of disturbances based on the residuals between the observed and predicted values of the model, investigated the performance of all the indices in capturing the hemlock decline intensity, and further validated the results with the number of individual dead hemlocks identified from high-resolution aerial images. Our results suggested that the overall performance of NDVI, followed by TCT wetness, was most accurate in detecting both the disturbance timing and hemlock decline intensity, explaining over 90% of the variability in the number of dead hemlocks. Despite the overall good performance of TCT wetness in characterizing the disturbance regime, our analysis showed that this index has some limitations in characterizing disturbances due to its recovery patterns following infestation.

Seasonal changes in eastern hemlock (Tsuga canadensis) foliar chemistry

Eastern hemlock (Tsuga canadensis (L.) Carrière) is an eastern North American conifer threatened by the invasive hemlock woolly adelgid (Adelges tsugae Annand). Changes in foliar terpenes and phenolics were evaluated in new (current-year growth) and mature (1-year-old growth) hemlock needles during the growing season and into plant dormancy. From April through September, foliar concentrations of nonvolatile soluble phenolics, condensed tannins, lignin, mono- and sesquiterpenes, α-pinene, camphene, isobornyl acetate, and diterpene resin were quantified. After September, additional analyses of metabolites that continued to differ significantly between new and mature foliage were carried out. Total soluble phenolic and condensed tannin concentrations in new foliage remained low relative to those of mature foliage throughout the growing season and converged in December. Lignin concentration in new foliage converged with that of mature foliage by July. Concentrations of α-pinene, camphene, isobornyl acetate, and diterpene resin in new foliage converged with those of mature foliage within 1 month of budbreak. The convergence of terpene concentrations in new and mature foliage suggests that these metabolites may play a role in herbivore defense during the peak growing season. Conversely, soluble phenolics, including condensed tannins, may defend foliage from herbivory outside of the spring growth period.