Budburst is a pivotal event in plant life, representing a crucial response to seasonal meteorological shifts. Boreal tree species exhibit species-specific phenologies, and the rate of phenological changes under warming conditions may differ among these species. In this study we aim to investigate the timing of budburst in three coniferous species [Balsam fir (Abies balsamea), black spruce (Picea mariana) and white spruce (Picea glauca) (Pinaceae)]; identify the main drivers of budburst, its rate of advance and the spatiotemporal patterns of budburst in relation to climate across Canada using a time period of 1980–2021. The timing of budburst was observed at 2839 locations stretching from Alberta to Newfoundland. We developed response functions between budburst and climate (air temperature, precipitation and solar radiation) and used the strongest correlations to test their effect on budburst using species, time and the ecoclimatic framework of Canadian ecoprovinces. We applied spatially constrained multivariate clustering and identified natural budburst clustering across Canada. We found a baseline difference of 17 days in the budburst of black spruce relative to that of balsam fir and white spruce. Mean minimum temperature of May was negatively correlated with budburst date. Black spruce advanced budburst at a rate of change per degree of temperature (−3.33 days °C−1), twice that of balsam fir and white spruce (−1.53 and −1.27 days °C−1, respectively). Cluster distribution of budburst timing matched well with the distribution of Canadian ecoprovinces. Budburst within the clusters followed clinal patterns in temperature across Canada. Mean minimum temperature in May is the main factor driving budburst in northern tree species. Under a warmer spring, we project an earlier budburst, with black spruce being the species expected to show the greatest rate of change. The identified clustering patterns did not vary with precipitation, which represents the primary longitudinal gradient across Canada.

Pesticides have been used in Canada since 1945 as part of large-scale aerial spray applications to control insect pests on forested lands. Some of the pesticides used historically were efficacious, nonselective, persistent, and have led to serious impacts on the environment. A well known, and extensively documented example is the large-scale aerial spray programs in New Brunswick, Canada. From 1952 to 1993, 97% of the 6.2 million ha of the forested lands of New Brunswick were treated with at least one application of one insecticide, the majority of which were applied to control outbreaks of eastern spruce budworm (Choristoneura fumiferana). The most well known insecticide was dichlorodiphenyltrichloroethane (DDT), applied from 1952 to 1968, which still persists in treated soils and adjacent water bodies, and caused the individual and cumulative ecosystem effects that can still be measured today. The insecticides that replaced DDT were nonpersistent and unlikely to be found today. However, during the years of application some of the insecticides were likely to have impacted local ecosystems to some degree. To aid future studies on the efficacy and environmental impact of these insecticides we created a digital spatial data set of known pesticide application in New Brunswick forestry from 1952 to 1993. The data set includes active ingredient, formulation, application rate, tank mix, aircraft type, and other ancillary information. The current version of the data is available on the New Brunswick Department of Natural Resources and Energy Development, GIS Open Data Page and in the supplemental material. Use of the data set for academic and educational purposes is encouraged, provided that both this data paper and the data source are properly cited; the Government of New Brunswick should be acknowledged as the data source (Open Government License http://www.snb.ca/e/2000/data-E.html).

Abstract BACKGROUND In eastern Canada, surveys of overwintering 2nd instar spruce budworm (Choristoneura fumiferana) larvae (‘L2s’) are carried out each fall to guide insecticide application decisions in the following spring. These surveys involve the collection of fir and spruce branches in selected stands, followed by the mechanical/chemical removal of larvae. The latter then are counted manually on filter papers, using a stereomicroscope. Considering the significant effort and difficulties which this manual counting entails, we developed a quantitative (q)PCR‐based ‘molecular counting’ approach designed to make this step less tedious. RESULTS Using the C. fumiferana mitochondrial cytochrome c oxidase 1 (COI) gene as a target for qPCR DNA quantification, we show that the amount of DNA in a larval extract is strongly correlated with the number of larvae used to generate that extract, and that molecular estimates of L2 counts are comparable to those generated using the manual approach. In addition, we used the same DNA extracts to monitor the microsporidian pathogen Nosema fumiferanae, and the hymenopteran parasitoids Glypta fumiferanae and Apanteles fumiferanae in overwintering L2s employing a subset of a TaqMan assay developed by Nisole et al. (2020) for the identification of budworm natural enemies. We show that the proportion of individuals affected by each natural enemy in samples containing a known number of larvae can be estimated from presence/absence data through the binomial probability distribution. CONCLUSION The present proof‐of‐principle study shows that a molecular approach for counting L2s and assessing their natural enemy load is clearly possible and is expected to generate reliable results. © 2021 Her Majesty the Queen in Right of Canada. Pest Management Science published by John Wiley & Sons Ltd on behalf of Society of Chemical Industry. Reproduced with the permission of the Minister of Natural Resources Canada.

Insect outbreaks can cover vast geographic areas making it onerous to cost-effectively monitor populations to address management or ecological questions. Community science (or citizen science), which entails engaging the public to assist with data collection, provides a possible solution to this challenge for the spruce budworm ( Choristoneura fumiferana Clemens), a major defoliating pest in North America. Here, we lay out the Budworm Tracker Program, a contributory community science program developed to help monitor spruce budworm moths throughout eastern Canada. The program outsources free pheromone trap kits to volunteers who periodically check and collect moths from their traps throughout the budworm flight period, then return them in a prepaid envelope to the organizers. Over three years, the program engaged an average of 216–375 volunteers and yielded a data return rate of 68%–89%, for a total of 16 311–54 525 moths per year. Volunteer retention among years was 71%–89%. Data from this program offer compelling evidence for the range of long-distance moth dispersal. Although our program was designed for spruce budworm, this template could easily be adapted for forestry, urban forestry, and agricultural systems to monitor any of the numerous organisms for which there is an established trapping method.

The spruce budworm, Choristoneura fumiferana, Clem., is the most significant defoliating pest of boreal balsam fir (Abies balsamea (L.) Mill.) and spruce (Picea sp.) in North America. Historically, spruce budworm outbreaks have been managed via a reactive, foliage protection approach focused on keeping trees alive rather than stopping the outbreak. However, recent theoretical and technical advances have renewed interest in proactive population control to reduce outbreak spread and magnitude, i.e., the Early Intervention Strategy (EIS). In essence, EIS is an area-wide management program premised on detecting and controlling rising spruce budworm populations (hotspots) along the leading edge of an outbreak. In this article, we lay out the conceptual framework for EIS, including all of the core components needed for such a program to be viable. We outline the competing hypotheses of spruce budworm population dynamics and discuss their implications for how we manage outbreaks. We also discuss the practical needs for such a program to be successful (e.g., hotspot monitoring, population control, and cost–benefit analyses), as well as the importance of proactive communications with stakeholders.

Spruce budworm (Choristoneura fumiferana Clem.; SBW) outbreaks are one of the dominant natural disturbances in North America, having killed balsam fir (Abies balsamea (L.) Mill.) and spruce (Picea sp.) trees over tens of millions of hectares. Responses to past SBW outbreaks have included the aerial application of insecticides to limit defoliation and keep trees alive, salvage harvesting of dead and dying trees, or doing nothing and accepting the resulting timber losses. We tested a new ‘early intervention strategy’ (EIS) focused on suppressing rising SBW populations before major defoliation occurs, from 2014 to 2018 in New Brunswick, Canada. The EIS approach included: (1) intensive monitoring of overwintering SBW to detect ‘hot spots’ of low but rising populations; (2) targeted insecticide treatment to prevent spread; and (3) proactive public communications and engagement on project activities and results. This is the first attempt of area-wide (all areas within the jurisdiction of the province of New Brunswick) management of a native forest insect population. The project was conducted by a consortium of government, forest industry, researchers, and other partners. We developed a treatment priority and blocking model to optimize planning and efficacy of EIS SBW insecticide treatment programs. Following 5 years of over 420,000 ha of EIS treatments of low but increasing SBW populations, second instar larvae (L2) SBW levels across northern New Brunswick were found to be considerably lower than populations in adjacent Québec. Treatments increased from 4500 ha in 2014, to 56,600 ha in 2016, and to 199,000 ha in 2018. SBW populations in blocks treated with Bacillus thuringiensis or tebufenozide insecticide were consistently reduced, and generally did not require treatment in the subsequent year. Areas requiring treatment increased up to 2018, but SBW L2 populations showed over 90% reductions in that year. Although this may be a temporary annual decline in SBW population increases, it is counter to continued increases in Québec. Following 5 years of tests, the EIS appears to be effective in reducing the SBW outbreak.

Our review highlights research during the past century focussed on the population ecology of outbreak-prone insect defoliators in Canadian forests. Based on reports from national and provincial surveys that began in the 1930s, there have been at least 106 insect defoliators reported to outbreak, most of which are native Lepidoptera, Hymenoptera (sawflies), or Coleoptera (in order of frequency from most to least). Studies comparing life-history traits of outbreak versus non-outbreak species to better understand why certain species are more outbreak-prone indicate several traits especially common among outbreak species, including egg clustering and aggregative larval feeding. There have been at least 50 time-series studies examining the spatiotemporal population behaviour of 12 major defoliator species. These studies provide evidence for both regular periodicity and spatial synchrony of outbreaks for most major species. Life-table studies seeking to understand the agents causing populations to fluctuate have been carried out for at least seven outbreak species, with the majority identifying natural enemies (usually parasitoids) as the major driver of outbreak collapse. Our review concludes with several case studies highlighting the impact and historical underpinnings of population studies for major defoliator species and a discussion of potential avenues for future research.

Field surveys were carried out to assess the effects of intra‐tree variation in developing shoot length within and among crown levels on the density and abundance of the balsam shoot‐boring sawfly, P leroneura brunneicornis R ohwer ( H ymenoptera: X yelidae), in young balsam fir, A bies balsamea (L.) M ill. ( P inaceae). Overall, cardinal direction had no influence on shoot‐borer density or abundance; however, the highest percentage and abundance of bored shoots occurred on intermediate‐sized shoots within the crown (i.e., in the mid‐crown and on the distal‐lateral and medial‐lateral shoots). Comparatively, few shoot borers occurred in the upper or lower crown levels, or on the relatively large terminal shoots within branches. This distribution appears indicative of the higher suitability of intermediate‐sized shoots within hosts for either egg lay or larval performance. Results of this study are most consistent with predictions of the ‘optimal module size’ hypothesis, which posits that herbivore responses to plant module size should reflect the balance of tradeoffs between utilizing relatively large, nutritious shoots vs. small, more easily exploited shoots.

Balsam shootboring sawfly (BSS), Pleroneura brunneicornis Rowher (Hymenoptera: Xyelidae), is a poorly understood insect pest of balsam fir ( Abies balsamea [L.] Mill. (Pinaceae)) in northeastern North America. Recent increases in BSS populations have raised concerns among commercial Christmas tree growers, prompting research on its emergence phenology, larval development, and parasitism. Ground emergence traps in New Brunswick (NB) and Nova Scotia (NS) indicated adults emerged from the soil immediately after snow had melted from beneath balsam fir tree crowns in mid to late April. Adults were collected from emergence traps for 2 weeks and remained active in or on trees until the end of May. Both mating and oviposition were observed and photographed up until the end of May in NB. Weekly shoot dissections from stands in NB indicated the presence of four larval instars. All larvae had exited shoots by the end of June, presumably to spin cocoons in the duff layer where overwintering occurs. Parasitoids caused mortality throughout the larval developmental period and appear to be a significant mortality factor for BSS, with 52% of fourth-instar larvae in NB showing signs of parasitism.

Estimation of pest density is a basic requirement for integrated pest management in agriculture and forestry, and efficiency in density estimation is a common goal. Sequential sampling techniques promise efficient sampling, but their application can involve cumbersome mathematics and/or intensive warm-up sampling when pests have complex within- or between-site distributions. We provide tools for assessing the efficiency of sequential sampling and of alternative, simpler sampling plans, using computer simulation with "pre-sampling" data. We illustrate our approach using data for balsam gall midge (Paradiplosis tumifex) attack in Christmas tree farms. Paradiplosis tumifex proved recalcitrant to sequential sampling techniques. Midge distributions could not be fit by a common negative binomial distribution across sites. Local parameterization, using warm-up samples to estimate the clumping parameter k for each site, performed poorly: k estimates were unreliable even for samples of n ∼ 100 trees. These methods were further confounded by significant within-site spatial autocorrelation. Much simpler sampling schemes, involving random or belt-transect sampling to preset sample sizes, were effective and efficient for P. tumifex. Sampling via belt transects (through the longest dimension of a stand) was the most efficient, with sample means converging on true mean density for sample sizes of n ∼ 25-40 trees. Pre-sampling and simulation techniques provide a simple method for assessing sampling strategies for estimating insect infestation. We suspect that many pests will resemble P. tumifex in challenging the assumptions of sequential sampling methods. Our software will allow practitioners to optimize sampling strategies before they are brought to real-world applications, while potentially avoiding the need for the cumbersome calculations required for sequential sampling methods.

We used field surveys in central New Brunswick, Canada to establish efficient sampling procedures for evaluating densities of balsam gall midge, Paradiplosis tumifex Gagne (Diptera: Cecidomyiidae), and its associated damage in balsam fir, Abies balsamea (Linnaeus) Miller, Christmas trees. Infestation was greater in larger trees than smaller trees and in mid-crown and upper-crown branches than in the lower crown. However, the relationship between gallmaker infestation and site, height class, and crown level was highly complex and may involve covariation of shoot length with height class and crown level. As a result, patterns in infestation did not lend themselves to simple interpretation. This complexity highlights the need to find sampling units that provide simpler but reasonably accurate predictors of gallmaker impact at the whole-tree scale. We identified such a sampling unit: gallmaker density in first-order current-year shoots of a mid-crown branch explained 81% of the variance in total infestation among trees.

Abstract We collected midcrown branches of balsam fir, Abies balsamea (L.) Mill. (Pinaceae), at six different sites located in five different plant-hardiness zones, along a north—south transect in New Brunswick, Canada, to evaluate the effect of plant-hardiness zone, crown class (overstory versus understory), and shoot length during the previous 10 years on the annual incidence of gouting by the balsam woolly adelgid, Adelges piceae (Ratzeburg) (Homoptera: Adelgidae). Site, crown class, and their interaction, along with the square of shoot length, explained 78% of the variation in gouting. Variations in gouting attributed to plant-hardiness zone were probably primarily due to variation in mean January temperature: at each site, the mean January temperature was positively and closely related to the mean level of gouting. The level of gouting was consistently higher on trees in the understory than on those in the overstory. Shoot length was parabolically related to the proportion of shoots with gout. The parabolic relationship between shoot size and the level of gouting is similar to that previously reported for galling adelgids, and suggests that gouting by A. piceae may be greatest on trees with an intermediate growth rate.

We examined patterns of host exploitation by natural populations of three Telenomus species (Hymenoptera: Scelionidae) parasitizing hemlock looper, Lambdina fiscellaria Guenée (Lepidoptera: Geometridae), eggs in sentinel traps in eastern Quebec and western Newfoundland (Canada). The percentage of eggs parasitized by Telenomus flavotibiae Pelletier and Telenomus coloradensis Crawford in autumn, and by Telenomus droozi Muesebeck in spring either were not or only weakly related to host egg density. In contrast, the percentage of eggs parasitized by T . coloradensis in the spring was positively related to host egg density. Telenomus flavotibiae and T . droozi parasitized eggs in fewer traps than T . coloradensis , suggesting that they were less abundant or less efficient locating host patches. Eggs parasitized by T . droozi only occurred in traps with eggs parasitized by T . coloradensis , suggesting that it may be responding to kairomones emitted by T . coloradensis . In contrast, neither the number nor sex ratio of T . coloradensis emerging from eggs in traps with T . droozi differed from those in traps without this congeneric. Secondary sex ratios of all three species were significantly female biased. Our study suggests that only T . coloradensis has the potential to regulate hemlock looper populations.

Abstract A 2-year field study was conducted using sentinel traps to determine the seasonal distribution of the egg parasitoid (Hymenoptera) complex attacking hemlock looper, Lambdina fiscellaria (Guenée), throughout eastern Quebec and western Newfoundland. Hemlock looper populations remained low in all areas over the course of the study. Parasitism of eggs in sentinel traps was generally lower in fall than in spring. Trichogramma Westwood (Trichogrammatidae) as well as Telenomus flavotibiae Pelletier and an unidentified species of Telenomus Haliday (Scelionidae) only parasitized eggs in the fall. Telenomus droozi Muesebeck only parasitized eggs in the spring, whereas T. coloradensis Crawford attacked eggs during both fall and spring. Telenomus coloradensis was the most abundant parasitoid species collected and was far more abundant in spring than in fall collections.