Print Report

CEGL008518 Quercus rubra - Carya ovata - Fraxinus americana / Actaea racemosa - Hydrophyllum virginianum Forest

Type Concept Sentence: No Data Available


Common (Translated Scientific) Name: Northern Red Oak - Shagbark Hickory - White Ash / Black Baneberry - Eastern Waterleaf Forest

Colloquial Name: Central Appalachian Montane Oak - Hickory Forest (Basic Type)

Hierarchy Level:  Association

Type Concept: This community is known from the southern part of the Central Appalachians, extending into the extreme northern portions of the Southern Blue Ridge, Southern Ridge and Valley, and Cumberland Mountains. It occurs throughout western Virginia and adjacent eastern West Virginia, forming extensive patches on the Northern Blue Ridge and, somewhat more locally, on the higher ridges of the Ridge and Valley province. Favorable sites are upper slopes and ridge crests with deep, base-rich soils weathered from mafic and calcareous parent material, including metabasalt (greenstone), amphibolite, pyroxene-bearing granulite, charnockite, and actinolite schist. It also occurs on sites underlain by calcareous sandstone, siltstone, metasiltone, phyllite, and felsic granites with mafic clasts. Occurrences span a range of intermediate elevations, from 680-1265 m (2250-4150 feet), with a mean elevation of approximately 1000 m (3280 feet). Slopes are mostly gentle to moderate, averaging about 15°. Aspect varies considerably, but a majority of stands are located on sites with southwestern to northwestern or flat exposures. Soils are mostly dark, friable loams and silt loams with variable chemistry, but typically high in calcium, magnesium, and/or manganese. The characteristic expression of this community is that of an oak or oak-hickory forest with an herb layer that resembles that of a rich cove forest. Quercus rubra is the most constant member of the overstory but usually shares dominance with Carya ovalis, Carya ovata, Fraxinus americana or, less frequently, other mesophytic hardwoods such as Tilia americana (both var. americana and var. heterophylla), Quercus alba, Carya cordiformis, Prunus serotina, and Betula lenta. Both Liriodendron tulipifera and Quercus montana, which are ubiquitous in much of the Central Appalachians, are uncommon to rare in this community type. The subcanopy tends to be strongly dominated by Carya spp. and Fraxinus americana, with Acer saccharum, Acer rubrum, Acer pensylvanicum, and Ostrya virginiana also important in some stands. The shrub layer is typically sparse. Most stands have a lush and generally diverse herb layer, with total cover often exceeding 80% and strong patch-dominance by leafy, colonial forbs such as Actaea racemosa, Ageratina altissima var. altissima, Hydrophyllum virginianum, Collinsonia canadensis, Caulophyllum thalictroides, Laportea canadensis, Impatiens pallida, Thalictrum coriaceum, and Asclepias exaltata. At higher elevations, where the type is transitional to northern red oak forests, Dennstaedtia punctilobula often dominates the herb layer in large clones.

Diagnostic Characteristics: No Data Available

Rationale for Nominal Species or Physiognomic Features: No Data Available

Classification Comments: As currently circumscribed, this association encompasses three community types classified by Fleming and Coulling (2001) based on limited plot data from discrete portions of western Virginia. Subsequently, much more extensive plot data were collected across the area, and the compositional and geographic distinction of these "types" became less clear. Recent analysis of a Virginia statewide dataset of 255 montane oak-hickory plots (Fleming and Patterson 2009b) supported the merger of these types as a single association appropriate at the scale of the U.S. National Vegetation Classification. This unit was represented by 77 plots. It is somewhat variable in composition, but consistent in its environmental affiliations and easily recognizable in the field. To an extent, the original classified units can be recognized as "variants" of this association, varying in the relative abundances of some species, in affiliations with geologic substrates, and in soil type or chemistry. A common characteristic of all variants is relatively high concentrations of soil manganese. Several recent studies of montane forest vegetation (Newell and Peet 1996b, Newell 1997, Coulling and Rawinski 1999) have identified a strong positive relationship between manganese levels and species richness. In this community type, however, abundant manganese may explain the total cover and, in part, the composition of the herb layer, but total herb diversity may be more a function of total base saturation and the abundance of other soil cations. In addition, the abundance of both Carya spp. and Fraxinus americana in these stands is no doubt a reflection of the higher base status of soils supporting this association. An intensive study of forest vegetation in the Southern Appalachians comprising nine landscapes and >1100 plots identified no vegetation type in which either Carya ovalis (included in Carya glabra) or Carya ovata constitutes an important component (Newell 1997). The tendency of Carya spp. to occupy more fertile soils was long ago noted (Guthrie 1820), and the relative paucity of Carya in Central and Southern Blue Ridge forests may reflect the exceptionally high base status of many Central Appalachian soils.

Several stands of this type, particularly those in northern Shenandoah National Park, experienced severe oak mortality following sustained defoliation by gypsy moth and coincident drought in the late 1980s and early 1990s.

Similar NVC Types: No Data Available
note: No Data Available

Physiognomy and Structure: No Data Available

Floristics: The characteristic expression of this community is that of an oak or oak-hickory forest with an herb layer that resembles that of a rich cove forest. Quercus rubra is the most constant member of the overstory but usually shares dominance with Carya ovalis, Carya ovata, Fraxinus americana or, less frequently, other mesophytic hardwoods such as Tilia americana (both var. americana and var. heterophylla), Quercus alba, Carya cordiformis, Prunus serotina, and Betula lenta. Both Liriodendron tulipifera and Quercus montana (= Quercus prinus), which are ubiquitous in much of the Central Appalachians, are uncommon to rare in this community type. The subcanopy tends to be strongly dominated by Carya spp. and Fraxinus americana, with Acer saccharum, Acer rubrum, Acer pensylvanicum, and Ostrya virginiana also important in some stands. The shrub layer is typically sparse. Most stands have a lush and generally diverse herb layer, with total cover often exceeding 80% and strong patch-dominance by leafy, colonial forbs, especially Actaea racemosa (= Cimicifuga racemosa), Ageratina altissima var. altissima, Hydrophyllum virginianum, Collinsonia canadensis, Caulophyllum thalictroides, Laportea canadensis, Impatiens pallida, Thalictrum coriaceum, and Asclepias exaltata. Dominance patterns in the ground layer vary considerably both within and among stands, and at least 22 herbaceous species are known to attain at least 10% cover in one or more stands of this type. Other characteristic herbs that usually occur at lower cover include Solidago curtisii, Dioscorea quaternata, Amphicarpaea bracteata, Geranium maculatum, Uvularia perfoliata, Monarda clinopodia, Circaea lutetiana ssp. canadensis, Arisaema triphyllum, Eutrochium purpureum var. purpureum (= Eupatorium purpureum var. purpureum), Stellaria pubera, Festuca subverticillata, Sanguinaria canadensis, Silene stellata, Osmorhiza claytonii, Prenanthes altissima, Trillium grandiflorum, Scrophularia lanceolata, Osmunda claytoniana, Helianthus decapetalus, Stachys cordata (= Stachys subcordata), Thelypteris noveboracensis, and Viola pubescens. A noteworthy variant of the type features overwhelming herb-layer dominance by Osmunda claytoniana on sites with slightly concave microtopography that may sustain higher soil moisture. Another distinctive variant occurs at higher elevations (>1128m [3700 feet]) on granitic terrain of the Northern Blue Ridge and occasionally elsewhere, where this type is somewhat transitional to high-elevation forests strongly dominated by Quercus rubra and acidophilic shrubs and herbs. This variant consistently features an open, stunted canopy of gnarled Quercus rubra and Carya ovata over a fern-rich herb layer dominated by Dennstaedtia punctilobula, with the more characteristic nutrient-demanding forbs still present but occurring at lower cover. Mean species richness of 77 plot samples was 57 taxa per 400 m2.

Dynamics:  All stands have likely experienced a long history of disturbance, including the loss of Castanea dentata as an overstory constituent in the early 20th century, logging, occasional low-intensity fires, and wind and ice storms. Many occurrences also experienced moderate to severe defoliation by gypsy moth (Lymantria dispar) during the last several decades. Severe wind and ice storms are common disturbances at higher elevations and more exposed locations, resulting in stunted and gnarled tree stature. Several stands of this type, particularly those in northern Shenandoah National Park, experienced severe oak mortality following sustained defoliation by gypsy moth and coincident drought in the late 1980s and early 1990s; these have regenerated in even-aged stands of Fraxinus americana or combinations of Fraxinus americana and Carya spp. Like most eastern oak forests, stands of this community type tend to have poor or marginal oak recruitment, and many have been invaded by shade-tolerant mesophytes such as Acer saccharum, Acer rubrum, and Tilia americana following decades of fire exclusion. However, such mesophytic trees are absent from the understories of some stands where younger tree recruitment is overwhelmingly composed of Carya spp. Because of the deep, fertile soils occupied by this community, invasive exotics (especially Alliaria petiolata) have become well-established at some sites.

Environmental Description:  This association typically occupies convex upper slopes, saddles and broad ridge crests with deep, base-rich soils weathered from mafic and calcareous parent material. On the Blue Ridge, these include metabasalt (greenstone), amphibolite, pyroxene-bearing granulite, charnockite, actinolite schist, and calcareous metasiltstone or phyllite. In the Ridge and Valley province, the most common substrates are calcareous sandstone (of several formations) and calcareous siltstone of the Juniata Formation. The type also occurs less frequently on Blue Ridge sites underlain by felsic granite with mafic clasts. Occurrences span a range of intermediate elevations, from 680-1265 m (2250-4150 feet), but are most common above 820 m (2700 feet); mean elevation of 77 plot samples is approximately 1000 m (3280 feet). Slopes are mostly gentle to moderate, averaging about 15°. Aspect varies considerably, but a majority of stands are located on sites with southwestern to northwestern or flat exposures. Overall site moisture potential probably ranges from moderately high to high, and thus sites can generally be considered submesic to mesic. Surface substrate usually consists primarily of leaf litter, with few surface rocks present, although small areas on sharp convexities or in debris-collecting concavities may be notably rocky. Soils are dark, moist, friable loams and silt loams or, less frequently, clay loams. Samples collected from plots are moderately to strongly acidic, with varying base status (calcium concentrations range from 140-4064 ppm) but more uniformly high manganese levels (mean = 159 ppm, max = 511 ppm).

Geographic Range: This community is known from the southern part of the Central Appalachians in western Virginia and adjacent West Virginia, on upper slopes and ridge crests with deep, base-rich soils weathered from mafic and calcareous parent material. It is a recurring type that forms extensive patches in suitable habitat of the Northern Blue Ridge, and somewhat more locally in the Ridge and Valley province. Outlying occurrences extend into the extreme northern portions of the Southern Blue Ridge, Southern Ridge and Valley, and Cumberland Mountains (High Knob Massif) and western Maryland. It is possible this type extends into central Pennsylvania, but low relief almost certainly limits, if not precludes, its distribution north of Virginia and West Virginia.

Nations: US

States/Provinces:  MD, VA, WV




Confidence Level: Moderate

Confidence Level Comments: No Data Available

Grank: G3G4

Greasons: No Data Available


Concept Lineage: These associations (CEGL008519, CEGL008520 ) have been merged here into CEGL008518.

Predecessors: No Data Available

Obsolete Names: No Data Available

Obsolete Parents: No Data Available

Synonomy: > Quercus rubra - Carya ovalis - Fraxinus americana / Circaea lutetiana - Helianthus strumosus Forest (Coulling and Rawinski 1999)
> Quercus rubra - Carya ovalis / Collinsonia canadensis - Impatiens pallida Forest (Fleming and Coulling 2001)
> Quercus rubra - Carya ovalis / Viburnum acerifolium / Thelypteris noveboracensis Forest (Coulling and Rawinski 1999)
> Quercus rubra - Carya ovata / Dennstaedtia punctilobula - Eupatorium purpureum - (Stachys subcordata) Forest (Fleming and Coulling 2001)
> Quercus rubra - Carya ovata / Dennstaedtia punctilobula - Eupatorium purpureum - Stachys subcordata Forest (Coulling and Rawinski 1999)
> Quercus rubra - Carya ovata / Helianthus decapetalus Association (Rawinski et al. 1996)
> Quercus rubra - Carya ovata / Osmorhiza claytonii - Rudbeckia laciniata Forest (Coulling and Rawinski 1999)
= Quercus rubra - Quercus alba - Carya (ovata, ovalis) / Ageratina altissima - Cimicifuga racemosa Forest (Young et al. 2007a)
> Quercus rubra - Quercus alba - Fraxinus americana - Carya (ovata, ovalis) / Actaea racemosa Forest (Fleming and Coulling 2001)
> Quercus rubra - Quercus alba / Cimicifuga racemosa - Hydrophyllum virginianum Forest (Fleming and Moorhead 2000)
< Northern Red Oak: 55 (Eyre 1980)
< White Oak - Black Oak - Northern Red Oak: 52 (Eyre 1980)

Concept Author(s): G.P. Fleming and P.P. Coulling (2001)

Author of Description: G.P. Fleming and P.P. Coulling

Acknowledgements: No Data Available

Version Date: 12-23-11

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  • Eastern Ecology Working Group of NatureServe. No date. International Ecological Classification Standard: International Vegetation Classification. Terrestrial Vegetation. NatureServe, Boston, MA.
  • Eyre, F. H., editor. 1980. Forest cover types of the United States and Canada. Society of American Foresters, Washington, DC. 148 pp.
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