Before You Plant

Three barriers prevent most Pennsylvania forest regeneration: competing vegetation, deer browse on young seedlings, and lack of light. Address all three before you plant — individual tree protection (tubes and cages) handles deer at any property size — and survival rates improve dramatically.

The C-D-L Framework
Penn State Extension's framework for diagnosing why your forest isn't regenerating. All three barriers must be addressed or regeneration fails — managing only one or two produces poor results. Source: Jackson & Finley, PSU Extension 2021 →

C — Competing Vegetation

Invasive shrubs, hay-scented fern, and mountain laurel physically prevent native seedlings from establishing.

Priority invasives by impact on seedling survival:

  1. Japanese barberry
  2. Multiflora rose
  3. Autumn olive
  4. Amur honeysuckle
  5. Mountain laurel (if >20–30% cover in gaps)
Treat invasives the season before you plant. Seedling survival drops to 20–60% when planted into invasive-dominated ground.

D — Deer Browse

Pennsylvania deer densities are among the highest in the country. Deer browse is a leading cause of PA forest regeneration failure — research confirms seedlings with physical protection average 88% more height growth than unprotected seedlings. Long, Brose, Horsley 2012 →

Tubes and cages are your deer strategy.
For properties under 50 acres, individual tree protection — one tube or cage per planted seedling — is the practical and proven approach. Landscape-scale deer management (fencing programs, managed harvest) requires 50+ acres to meaningfully shift regeneration outcomes. See the tree protection guide below →

L — Light

Most canopy species (oaks, hickories, birches) need meaningful light to establish. Shade-tolerant species (serviceberry, hop-hornbeam) can establish under partial cover.

Crop tree release opens the canopy around legacy trees by removing competing red maple and beech, flooding the understory with light and releasing those legacy trees to produce more seed.

If no gaps exist, a small group selection cut (0.25–0.5 acres) with a licensed forester creates the light pulse that initiates recovery.


Crop Tree Release

Find every surviving oak or hickory on your property over 8–10 inches in diameter. These are your legacy trees — infrastructure that took decades to build. A mature red oak produces 10,000–20,000 acorns in a good mast year. (USFS Silvics →)

Release them from competition by treating the competing red maple, beech sprouts, and striped maple crowding their crowns. This single action accelerates their growth, increases acorn production, and improves the seed rain across your whole property.

How to do it
Use Garlon 4 Ultra (triclopyr ester) applied as a basal bark spray to the bottom 12–15 inches of competitor stems. PSU research found 5% concentration works as well as the traditional 20–30% rate — reducing cost by 75%. Not a restricted-use product; no license required. One person can treat dozens of stems per day.

One person can treat dozens of competitor stems per day. It is probably the highest ecological-impact-per-time activity available on a forest restoration property.

Target these competitors around legacy oaks:

  • Red maple (Acer rubrum)
  • Beech sprouts (Fagus grandifolia)
  • Striped maple (Acer pensylvanicum)
  • American beech saplings
  • Dense invasive shrubs at base

Leave these:

  • Serviceberry (will fruit)
  • Hop-hornbeam (valuable understory)
  • Black cherry (if not infected with black knot)
  • Any oak or hickory, regardless of size

Direct Seeding of Acorns

The most cost-effective way to add oaks to your restoration. Collect red and white oak acorns from your legacy trees in September–October and plant them immediately. Locally-collected seed is already genetically adapted to your exact site — better than purchased stock.

A formal meta-analysis (Löf et al. 2019, Forest Ecology and Management) confirmed direct seeding costs roughly one-third of transplanting seedlings per established tree, while producing locally-adapted stock. Source →

How to direct-seed acorns

  1. Collect acorns in Sept–Oct when they fall naturally
  2. Avoid any that float (hollow or infected)
  3. Plant immediately — red oaks must be planted same season; white oaks may germinate within days of dropping
  4. Plant at 2–3× target density to offset rodent losses (~35% germination expected)
  5. Push each acorn 1–2 inches into the soil, tip up
  6. Mark locations with small stakes
Cost: $0 · Genetic origin: perfect · Establishment: natural

Black Knot on Black Cherry

Black knot fungus (Apiosporina morbosa) is a chronic native disease that forms hard, jet-black warty growths on branches, girdles the wood above each knot, and progressively kills the tree limb by limb. It spreads every spring from wild chokecherry and pin cherry throughout the landscape.

Black cherry remains one of the most ecologically valuable trees you can plant — 450+ moth and butterfly species depend on it (Tallamy & Shropshire 2009 →) — but any new planting must be preceded by a survey and management of existing infected trees.

Walk the property in winter (when trees are leafless)
Look for hard, black, raised galls on branches — often likened to animal feces attached to the bark. Any tree with >50% crown infection should be removed. Prune infected wood 6–8 inches below the visible margin. Remove all pruned material from the property.

Black knot identification

First yearSmall olive-green corky swellings on new twigs
EstablishedHard, jet-black irregular galls erupting from bark
Old knotsPink/white/gray from secondary fungi — still contagious
Infection windowApril–June during warm wet weather (bud break)
Spread radiusWind-dispersed; remove infected material from property entirely

EQIP Cost-Share Program

The NRCS Environmental Quality Incentives Program pays 50–75% of qualifying forest restoration costs. The application is free. Contact your local NRCS office before starting any management work so costs are eligible for reimbursement.

What's covered

  • Invasive species control
  • Tree/shrub establishment
  • Forest stand improvement
  • Riparian buffers
  • Stream crossings

Cost-share rates

Standard50%
Beginning farmers75%
High-priority practicesup to 75%

At 75%: a $2,000 invasive control project costs you $500.

How to apply

  1. Visit your local NRCS office (find it at farmers.gov)
  2. Bring property deed and tax ID
  3. NRCS creates a free conservation plan
  4. Apply during ranking period
  5. Start work after approval
About EQIP →

Tubes vs. Wire Cages — Not Interchangeable

2024 Penn State Research Finding
Plastic tube interiors reached 30°F above ambient temperature on sunny days. Sugar maple, eastern hemlock, yellow birch, red spruce, and eastern white pine showed measurably negative responses. Use wire cages for these cool-adapted montane species.

🪣 Plastic Tubes (4–5ft)

Use for heat-tolerant species that benefit from the greenhouse effect.

Use for: Northern red oak · White oak · Chestnut oak · Black oak · All hickories · Black cherry · Black walnut · Black gum · Tulip poplar · Crabapple · Hawthorn

Push base 2–4 inches into soil to seal against rodents and prevent wind-channeling.

🔒 Wire Cages (18–24" diameter, 5ft tall)

DIY from hardware cloth or purchased. Avoids overheating.

Use for: Sugar maple · Eastern hemlock · Yellow birch · Red spruce · White pine · Serviceberry · Pagoda dogwood · American hornbeam · All beeches (not planting)

Hardware cloth (½" galvanized mesh, 4ft wide) is available at any farm supply or hardware store and makes reusable cages for around $3–4 each.