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Posts Tagged ‘B&B plants’

…and go back to school for a day.  If anyone in the Massachusetts woody-plants world has not seen the latest in tree- and shrub-planting techniques, here’s your chance:  on September 27, Rolf Briggs and Matt Foti will be giving a workshop entitled At The Root:  Air Tools Workshop at the New England Wild Flower Society’s Garden In The Woods.   Matt and Rolf will discuss and show the best techniques for planting trees and shrubs fresh from the nursery (air tools not necessary for this), as well as how to use air tools to trench under trees, decompact soil, and transplant trees.

I have my reasons to promote this workshop (and it’s next-day partner, At The Root: Understanding and Managing Healthy Soils), and they center on the fact that every planting season I find myself coaching laborers on how to deal with the root balls of plants that we’re planting on my job sites.  The boss, not knowing or having taught his laborers the proper planting techniques, usually has priced the work based on a quick  installation (dig the hole, stick the plant in, cover up the root ball, basket, and burlap), and the laborers, knowing only the quick and dirty method, look sideways at me as I show them what I want them to do.  The guys do the work the way I want it, but really, the process would go much more smoothly, and more landscapes would establish and grow in better, if everyone knew , priced, and carried out the work in what are considered the most plant-friendly ways.

Some of the most effective tools available to see what can be considered plant-friendly, and to work in soil crowded with roots, are pneumatic air tools.  I believe that Rolf and Matt will be transplanting a tree bare-root, using air, which will afford workshop attendees a chance to see what a tree’s roots really look like when the soil is blown away.  It’s an experience that can change how anyone working with plants understands how a plant grows and anchors itself, and for that alone this workshop is worth attending.

Watering in a newly planted tree-form Taxus from Weston Nurseries.

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This past week I had occasion to pass the same suburban Massachusetts middle school on two days in a row, and on each of those days my eyes goggled at the sight of a new planting on a slope facing the road.  The array of brown, grey, and coppery-red foliage — on the trees that still had foliage — was stunning.  From what I can tell, over the last month or so more than thirty new oaks, zelkovas, and pears were planted as an understory to a mature oak forest.  Did I say stunning?  Yes — but not in a good way.  Most of the trees are dead, and it’s likely that within a few weeks the few still hanging on will die.

You have to admire the forward thinking that gets a new stand of trees started while an existing stand remains; it’s a principle used more in European landscapes than American ones, and we could stand to practice it more here.  It really makes sense to extend one’s planning horizon beyond the span of one’s own life and think both in terms of tree longevity and of the needs of generations to come after us.  The idea of getting young trees established under a mature stand seems particularly apt at on a school property, where adults are fostering the growth and education of children, and tending the young beings who will one day assume adulthood.

So the failure of this planting, installed with apparently the most admirable of motives, seemed especially poignant and distressing.  The tree species selection seemed fine, but it looked as if almost every other element of a planting — root ball size, soil quality, well construction, mulch used (or lack of it), and watering — was inadequate to fulfill the aim of establishing a planting that would live and thrive.

It was impossible to miss this planting from the road below. Virtually every newly planted tree is either dead or nearly so.

From the school drive above the slope, the view is as disappointing. The pears look like the toughest of the new trees out there. Fall color in July is never a good sign, but at least they still have leaves. The zelkovas are mostly bare.

That pile of soil in the foreground is the native soil on this New England upland slope, thin and sandy, with little organic material evident. It appears that the new trees were planted directly into this soil without amendment -- which is fine, as long as the planting crew worked on the root balls to make a rougher interface between root ball soil and native soil. Because water will only move from soil of one porosity to another when the soil is saturated, and roots follow water, you want to scuff up the walls of a root ball to make a less distinct interface between the two soils, and to encourage water and roots to cross the interface.

Tiny root ball? Perhaps. For a 3" caliper tree like this , ANSI standards call for a 32" diameter root ball. The well on this root ball is about 18" in diameter, so it looks as if the root ball is small -- but it may simply be that the well itself is inadequate. Wells should be built outside the root ball wall, so that water is held over the root ball and over the interface between surrounding soil and root ball soil, and so promotes root growth beyond the root ball. Not to mention that these trees were placed right at the drive edge, where their root cannot spread out under the asphalt, and the weight and pressure of plowed snow can tip them...

Another tiny root ball, with a mini-well. The well is very loosely constructed; water has broken through and run down the sandy slope, leaving the tree high and dry. This photo makes me thirsty.

All of the trees are planted on sloping ground, but hardly look it -- another indication that root balls and water wells are too small. Got mulch, anyone? Particularly in this type of sandy soil, a watering schedule and at least a temporary irrigation system (set up to last and run through the first growing season) would help establish the trees. Planting like this has consigned what were once good trees to the chipper.

Egh. More of the same.

What good can be said of this planting?  Well, again, the idea of starting a new generation of trees in an established stand is an admirable one.  The tree’s root flares appeared to be in the proper relation to the surface of their root balls.  Otherwise, it seems to me that this planting is a cautionary tale:  against contractors who do not know how to plant properly, against too-small root balls, poor soils, substandard planting practices, bad tree wells, the absence of mulch, inadequate provision for watering, and inadequate watering itself.  The information on how to plant and foster trees is readily available, so the question may be how do we broaden people’s awareness of it, and their awareness that trees are living organisms rather than tall pieces of furniture?  Any ideas?

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Last year I worked on a large mall planting project.  A number of trees had to be pulled out to make way for a new parking layout; the islands they had been growing in were removed and paved over, with new islands located in a different configuration.  Most of the trees were hauled away by the landscape contractor, but one ended up in a discard pile next to the mountain of loam that had been excavated for reuse.

I was interested in the root configuration on this six-inch caliper red maple.  A mass of fibrous roots wrapped closely around the tree’s trunk, much like cotton-candy filaments spun around a paper cone.  Looking at it more closely, I found that the fibrous roots grew out of thicker woody roots, some of which had been cut during the tree’s original ball-and-burlapping, and some of which, growing since that operation, were circling the trunk.  Take a look:

Fibrous roots circling the six-inch red maple trunk.

Pulled away from the trunk, the roots clearly are circling it. Over time, as the tree grew in girth, these roots likely would have constricted the flow of nutrients between root mass and crown

This sort of circling root is usually seen when the soil mass in a B&B root ball is of different porosity from the soil surrounding it; moisture will not move from one soil mass to the other until one mass is completely saturated.  Because roots tend to grow where moisture and oxygen are available, they will often stay within the root ball, and circle around the trunk as they grow.  The problem is made worse when burlap is not pulled away from the ball, as the burlap constitutes yet another interface for the moisture to move through.

Here's the tree's underside. Note the girdling root snaking on top of the big torn root facing the camera, and the curiously self-contained look of this root mass. The tree's problems likely began early in its life.

Not every B&B tree has these problems, and in those that do, not every rooting problem can be remedied at planting time.  Judicious treatment — looking for circling roots that can become girdling roots, cutting back girdling roots and cutting or redirecting circling roots, roughing up the sides of the root ball, removing or cutting down wire baskets, pulling down or removing burlap — can go a long way in helping B&B trees establish better in the landscape, and in remedying problems that threaten a tree’s long-term health and viability.  For more discussion on root issues affecting B&B trees, check out this post on Matt Foti’s station at the MAA’s Elm Bank bare-root workshop in September 2009.

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I just got a rough cut today of the video, shot last summer, of the moving of a very large (about 14″ caliper, 30′ height) London Plane Tree.  It’s taken a while to edit several hours of footage down to a half an hour, but it’s about done, and in the next few weeks I hope to have added commentary.  This video is from the project run by Matt Foti’s crew, aided by Mike Furgal, and it showcases the techniques used in air-tool transplanting.  I hope to be able to preview the rough cut at New England Grows, and have the final version completed by the end of February; if there’s enough interest in the arborist community I’ll sell copies.  Stay tuned.

The first of five 12-14' caliper London Plane trees being excavated with air tools and transplanted bare root in August 2009.

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In the fall of 2008 Carl Cathcart persuaded Cavicchio’s Greenhouses to wash the roots on a stressed B&B Quercus rubra (Red Oak), and to plant it in a spot where it might be able to settle in.  Carl sent me photos of the root-washing process, which I posted on Taking Place last summer.  He and I then drove to Sudbury to see the tree, and to check out the three Red Oaks in similar condition that Cavicchio’s had planted conventionally, to see how they would progress in relation to the root-washed oak.

Photos of all the planted-out trees are on Taking Place, and because there are so many of them I’m simply posting the links to those posts here.  To see the photos and read about the root-washing experiment, click here first, and then click here.

The summary:  in mid-July, the bare-rooted tree looked best of all four trees.  It had some dead wood, but nothing that hadn’t been on the tree the previous autumn, and it had good foliage color and density, if the foliage itself was a bit small.  By comparison, the other three trees looked as if they were struggling: each tree had sprouted out new shoots along its trunk, often a sign of a tree in decline; foliage was small, and there was lots of deadwood in each tree.  It’s not a scientifically rigorous experiment, but one worth following over the next few years, to see how the trees progress.

Leaning into the root ball.  Lower water pressure may be a bit easier for those tiny feeder roots, but high pressure makes getting the hard clay soil off a faster process.  It's not clear yet how feeder root regrowth is affected by this kind of treatment, whether the pressure comes from air or water.  Early reactions seem promising, but it may be several years before a re-examination of the roots shows how risks and benefits balance..

Leaning into the root ball. Lower water pressure may be a bit easier for those tiny feeder roots, but high pressure makes getting the hard clay soil off a faster process. It's not clear yet how feeder root regrowth is affected by this kind of treatment, whether the pressure comes from air or water. Early reactions seem promising, but it may be several years before a re-examination of the roots shows how risks and benefits balance..

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At the MAA Elm Bank workshop on September 10, 2009, Matt Foti demonstrated how to address root problems at the time of planting.  He had a fairly large collection of trunk-and-root masses to illustrate his points, and used them to show how girdling roots, secondary root systems, and J-rooted systems can develop as a result of poor planting or growing practices.

Matt first showed a couple of forest saplings he had pulled early in the day to illustrate how a naturally-seeded tree’s roots grow.  The sapling’s roots were evenly spaced around its stem, and extended out a distance relatively equivalent to the distance its topgrowth extended from the stem.

This little forest-grown white pine has a clean, evenly spaced root system.

This little forest-grown white pine has a clean, evenly spaced root system.

He then pointed to a couple of nursery-grown trees whose rooting problems had become evident after several years.

These root systems have been cut in the digging process.  In an attempt to regrow roots, the foreground tree has sent out a secondary root system, several of which are beginning to girdle other roots.  Kept too long in a burlapped ball or in a container, roots will often turn back in to the ball, making effective planting and long-term growth problematic.

These root systems have been cut in the digging process. In an attempt to regrow roots, the foreground tree has sent out a secondary root system, several of which are beginning to girdle other roots. Kept too long in a burlapped ball or in a container, roots will often turn back in to the ball, making effective planting and long-term growth problematic.

Shrubs as well as trees are susceptible to root problems; Matt dismantled an Ilex verticillata root mass to illustrate how he treats roots bound in a container or in burlap before planting.

Fibrous roots hold together in a near solid mass right out of the container.

Fibrous roots hold together in a near solid mass right out of the container.

Using a three-pronged fork to untangle the root mass.  For a bigger shrub or small tree, a machete or pitchfork may work well to loosen soil and reorient roots.

Using a three-pronged fork to untangle the root mass. For a bigger shrub or small tree, a machete or pitchfork may work well to loosen soil and reorient roots.

Ilex verticillata root mass, now ready for planting.

Ilex verticillata root mass, now ready for planting.

Soil can present another problem for nursery-dug B&B trees.  Clay soils make sturdy root balls, which can be useful for shipping, but not so great for root growth.

This pair of trees have root masses encased in rock-hard clay soils.  Note the solid clumps of clay in the foreground, and root growth only on top of the root ball -- these roots found it impossible to grow into and through this soil.  Breaking up the soil in a root ball like this before planting promotes the tree's future health; leaving this kind of root ball intact almost guarantees tree stress and decline.

This pair of trees have root masses encased in rock-hard clay soils. Note the solid clumps of clay in the foreground, and root growth only on top of the root ball -- these roots found it impossible to grow into and through this soil. Breaking up the soil in a root ball like this before planting promotes the tree's future health; leaving this kind of root ball intact almost guarantees tree stress and decline.

Closeup of rock-hard clay root ball, broken apart (fairly violently) for demonstration purposes.

Closeup of rock-hard clay root ball, broken apart (fairly violently) for demonstration purposes.

Another example of a dense clay root ball that constricted root growth to the tree's great detriment.  Soil had also been piled up around this tree's trunk flare, further challenging its ability to live.  Tough conditions for a tree to grow in.

Another example of a dense clay root ball that constricted root growth to the tree's great detriment. Soil had also been piled up around this tree's trunk flare, further challenging its ability to live. Tough conditions for a tree to grow in...

The point of these illustrations was to show how necessary it is, when planting a tree or shrub, to work with the root ball before covering it with soil.  Removing wire baskets, removing burlap, loosening or removing the soil, untangling roots as best as possible, pruning roots when necessary — all these tactics make up a strategy for promoting real tree growth.  Bare-root techniques have shown that a great deal of the work that arborists do these days is remedial — that is, is work intended to remedy poor growing, digging, or planting practices.  With the knowledge arborists now have of how root issues so obviously affect plant health, it only makes sense to attend to those issues early on, to avoid greater problems later.

Demonstrating arborist at this station:

Matt Foti, Matthew R. Foti Landscape and Tree Service, Inc., Lexington, MA

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This past winter I developed plans for a couple of areas on the property belonging to my longest-standing and wonderfully enthusiastic clients, L. and A. on the North Shore. They have a lovely place on a rocky cliff overlooking Nahant Bay, and they enjoy making it even more beautiful and comfortable each year. They are both artists, and both appreciate art in two and three dimensions: L. gardens and sculpts; A. is a talented photographer.

L. and A. had asked me to figure out how to screen out views of two neighbors from their house, and to develop plans in the two areas that would work with the extensive mature plantings already in place. I drew up plans that would bring a few new plants in, as well as reuse a number of plants already onsite. L. and A. liked the ideas, and we scheduled a date to move ahead.

Leahy Landscaping of Lynn carried out the work of digging and moving the plants; the crew, led by Anibal Marita, was excellent. At my request, and under the supervision of Mark Bolcome, Leahy’s arborist, they used an air spade on the project; we were working in a heavily planted area and I wanted to disturb or lose as few roots as possible.

The plan:  Remove a 32′ long, 7′ high holly (<em>Ilex ‘China Girl'</em>) hedge from the edge of a residential drive court, reusing some of the plants for screening at the front property line, and install a collection of transplanted shrubs, a new Japanese maple, and some low Green Wave yews where the holly had been. Transplant most of the hollies to provide a 22’ long screen at the front property line, and use the rest at another location onsite.

Proposed methods:  Hand-dig the holly. To avoid further stressing the three aging red pines under which some of the hollies were to be transplanted, excavate the transplant site with an air spade. Hand-dig the rest of the plants.

Actual methods:  Hand-dug the holly, then air spaded the root balls to loosen the nursery soil at their cores. Discovered that the wire baskets had not been removed at the original planting, removed those, and loosened the remaining soil, leaving roots intact. Removing the soil allowed the plants to fit in shallower-depth holes, which was helpful on a site with a lot of existing tree roots and drainage pipes. Removing the wire baskets will allow the hollies’ roots (and crowns) to grow unimpeded in their new locations. Excavated under the pines with the air spade, and removed existing shrubs there also with the air spade, leaving all roots, including masses of feeder roots, intact. Unwrapped the Japanese maple root ball, removed the wire basket and burlap, and removed/loosened the soil with the air spade.

Removing a girdling root from the Japanese maple.  Note the root-ball soil line, four inches up the tree's trunk from the base of the trunk flare.

Removing a girdling root from the Japanese maple. Note the root-ball soil line, four inches up the tree's trunk from the base of the trunk flare.

With a mini-claw mattock, pulled soil away from the trunk flare; soil had been piled 4″ up the trunk, concealing a girdling root and the flare itself. Mark Bolcome chiseled away the girdling root and made sure the flare was correctly exposed before laborers backfilled and watered in the root ball.

Removed the red clay soil encasing the nursery root ball of a rhododendron that had been planted onsite several years ago, but that had struggled for those years.

Breaking up the clay soil in the root ball of a 4' rhododendron.

Breaking up the clay soil in the root ball of a 4' rhododendron.

With the concrete-like soil mostly gone, the plant should finally have a chance to spend its energy growing, rather than trying to break through that clay cast.

Cleared ground cover by hand in front of a row of mature Taxus trees,

Holes for holly transplants were dug by air spade, to minimize disturbance to the roots of the treeform yew hedge behind the plywood.

Holes for holly transplants were dug by air spade, to minimize disturbance to the roots of the treeform yew hedge behind the plywood.

then excavated transplant holes with the air spade — again, to keep from disturbing roots of the existing yews — and transplanted more of the holly here.

The original plan, which also included the planting of six large clump bamboos and the moving of several broadleaf evergreen and herbaceous plant, was scheduled to take perhaps two days. The hollies changed everything, though. They were enormous: planted eight or nine years ago at 3′ on center, they opened out to seven to eight feet in width.

One holly, trussed for moving.  Ten of these plants had been placed on 3' centers to make a hedge; when freed from the hedge, each one opened out to cover at least seven feet in breadth.

One holly, trussed for moving. Ten of these plants had been placed on 3' centers to make a hedge; when freed from the hedge, each one opened out to cover at least seven feet in breadth.

There was no way we could fit them all where we had intended; they would have taken up more than seventy linear feet if we had placed them side by side!

Hand-dug holly that has been bare-rooted being prepared for transplant. Notice the clumps of hard, heavy soil from its original root ball lying around it; the wire basket is lying off to the left.

Hand-dug holly that has been bare-rooted being prepared for transplant. Notice the clumps of hard, heavy soil from its original root ball lying around it; the wire basket is lying off to the left.

The trussed holly, now untied and moved to the planting bed, is at the back right of the photo. Liberated from the crush of a too-tight hedge planting, it has opened out to cover almost nine feet of fence.

The trussed holly, now untied and moved to the planting bed, is at the back right of the photo. Liberated from the crush of a too-tight hedge planting, it has opened out to cover almost nine feet of fence.

So it took a while to figure out where to put them, and then more time preparing those new locations to receive them. We ended up placing them — ten from the hedge, plus a shorter male plant — at various points around the property’s edge, where they do a magnificent job of screening out the neighbors.

Accomplishing the work took a full three days. Lessons learned:

1. An air spade is a great tool for any kind of planting work. We tested its capabilities, and found it invaluable for working under trees, for bare-rooting new plants, for excavating existing shrubs, and for removing that dreadful red clay soil from the 4′ rhododendron. We used it to investigate suspicious root issues — that concrete-like slug encasing the rhody’s root mass, the hollies’ wire baskets, the Japanese maple’s buried root flare and girdling root — and when it wasn’t being used on the transplanting operation, we used it to give a little breathing room to the root flare of a river birch planted on site a few years ago.

On this particular site, which has been intensively gardened for decades, the soil is beautifully dark and rock-free. The air spade had no difficulty blowing it out of planting holes. Even with a rockier soil, an air spade has enough pressure (90 psig) that bare-rooting shrubs takes a relatively short time. A laborer team can generally dig a 4-5′ broadleaf evergreen shrub in minutes. An air spade can do it as quickly or in a few more minutes, depending on soil type — but the amount of root mass saved makes the air spade by far the preferred method, horticulturally.

2. Plywood screens work beautifully to confine the overspray of soil from the spading site. For bare-rooting the already-dug hollies, the landscapers figured out that they could lift each plant into the back of their high-sided truck and spade off the root soil there, which kept the soil contained and the site clean.

3. At a minimum, workers using the air spade or helping with the bare-rooting should wear goggles and a face mask; very fine particles of soil spray everywhere at high pressure, and eyes and lungs should be protected. In rocky or sandy soil, the hazard is greater, and long sleeves and protective visored helmets are a good idea.

4. Never plant China Girl hollies that close together. They have a lush and luxuriant round form, and are determined to grow to that form (shrubs will push to grow into their particular habits — with some, you can push back by hedging them, but it makes sense to pick a variety whose natural habit lends itself to hedge form). Ten hollies had been planted at 3\’ o.c. to make a hedge; when removed from hedge configuration, the plants spread to between seven and nine feet in breadth. These plants now make a contribution to the landscape that they couldn’t in hedge form.

L. couldn’t remember if the original plan, done by another LA, had called for China Girls or for some other holly, and wondered if the contractor might have substituted China Girls for something else. We’ll never know — but we’ll know what to avoid in future.

Conclusion: The planting techniques were first-rate, the plants looked happy, the place looked great. L. and A. are delighted with the results (I know I’ve succeeded when I’ve pleased their artists’ eyes), and Leahy is moving on to do other air spade projects, knowing how well the technique works in a number of different situations. Now we’ll all be watching to see how everything grows; I’m betting they will all thrive.

Company:  Leahy Landscaping of Lynn, MA

Leahy Project Manager: Aisha Lord

Leahy Arborist: Mark Bolcome, MCA

Leahy Foreman: Anibal Marita

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