Details and Metadata
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Methods
The methods followed in the creation of the dataset, including description of field, laboratory and processing steps, and quality control procedures
Current Methods
Fern Observations
Four 100m x 100m blocks of the gridded Holt Research Forest maps were chosen in 2000 for study: two from the “managed or to be managed” western section and two from the “control” eastern section of the Holt Forest based on 1980’s releve maps showing where highest densities of ferns were found. Only Dryopteris marginalis (Marginal wood fern) and Dryopteris spinulosa (later split into three species including Evergreen wood fern (Dryopteris intermedia) monitored in this study) had high densities in more than a few small areas of the forest. Both species retain a live canopy until after emergence of the following year’s leaves. Within these four plots, five subquadrats that had high densities of the selected fern species were randomly chosen for long- term observation. Seven reproductively mature (spore-bearing leaves present) individuals of D. intermedia and up to fifty of the more common D. marginalis (with seven randomly assigned as “focus plants” to be compared with D. intermedia) were chosen for observation and identified by white flags marked with an ID number. During annual monitoring sessions after the end of the growing season (September-November) a study plant (if it was still alive) was located and various characteristics of the leaf and plant were recorded. The longest leaf of the 14 focus plants was measured every year from 2000 through 2025 as well as all leaves in the crown in 2003, 2007, 2019 and 2023/24. Various other fern traits (count of reproductive (fertile leaves (spore- bearing; sporophylls) and photosynthesis-only (sterile leaves; trophophylls) structures; leaflet pair counts, evidence of insect damage, crown morphology) were recorded in all or some years of the study.
Dataset Fields
Detailed documentation of the fields comprising the dataset, including the type of measurement, units where applicable, and any controlled vocabularies or code lists present in the data
Field Name Caption Description Additional Information BLOCK BLOCK Block number-letter combination identifying Holt Research Forest major research area subdivisions (100m x 100m): number (west-east coordinate) + letter (north-south coordinate) used in Fern Observation Study.
Measurement type: Nominal
BLOCK
+ showAppears in data as Description Spatial data HRF_StudyGrid BROKENLF BROKENLF Leaf breakage code, where breakage had removed upper part of leaf
Measurement type: Nominal
BROKENLF Codes
+ showAppears in data as Meaning of code B leaf broken off in petiole or rachis (leaflet pair) section of leaf BI broken due to rachis bending damage ("fem mop") attributed to the anthomyiid fly species Chirosia betuleti BSH broken due to moth larvae shelter-building (very rare) W leaf whole with no damage affecting leaf length EATEN EATEN Herbivory on sori on abaxial surface of fertile leaf; only recorded 2005-2011, 2019
Measurement type: Nominal
EATEN Codes
+ showAppears in data as Meaning of code Y destruction of sori and smearing of spores on the underside of a fertile leaf N soral appearance normal FERTILE FERTILE Count of fertile leaves (spore-bearing leaves, sporophyllis) on the monitored plant
Measurement type: Interval
Units:
Precision: 1FIM FIM Count of fertile leaves on which sori were present but not yet mature. Only recorded for D. marginalis in years 2006-2012.
Measurement type: Interval
Units:
Precision: 1FLAG FLAG ID number associated with each study plant and written on flag (white plastic, metal wire support) with Sharpie pen (replaced as needed)
Measurement type: Interval
Units:INSECT_LF_COUNT INSECT LF COUNT Count of leaves with herbivory in the form of a gall attributed to the larvae of an amthomyiid fly (Chirosia betuleti) where leaf development had been arrested by the formation of a rolled rachis forming a cluster of developing pairs of leaflets (a structure sometimes referred to a "mop-head").
Measurement type: Interval
Units:
Precision: 1LAM LAM Leaf lamina (blade) length
Measurement type: Interval
Units: cm
Precision: 1LAT LAT Latitude of sample subquadrat
Measurement type: Interval
Units: cmLON LON Longitude of sample subquadrat
Measurement type: Interval
Units: cmLENGTH LENGTH Leaf length: sum of longest leaf's petiole length and lamina length measurements (PET + LAM)
Measurement type: Interval
Units: cm
Precision: 1LONGEST LONGEST Category of leaf measured (longest or not)
Measurement type: Nominal
LONGEST Codes
+ showAppears in data as Meaning of code N all leaves on the plant except the longest; includes only leaf measurements; only measured in 2003, 2007, 2019, and 2023/24 X longest leaf on plant, always measured when plant is monitored; includes leaf measurements as well as other descriptive leaf and plant variables MISSCODE MISSCODE Code used to indicate that plant was not found or found but not monitored a span of n number of years
Measurement type: Nominal
MISSCODE Codes
+ showAppears in data as Meaning of code MIn where n = number of years missed until monitored again PCAT PCAT Code identifying the category of plant observations
Measurement type: Nominal
PCAT Codes
+ showAppears in data as Meaning of code X focal (or profile) plants (7 per species per block) longest leaf monitored from 2000 until death of plant or end of study (2023(Blocks 3F, 5E) or 2024 (Blocks 7C, 8C)) with all leaves on the plants measured in selected years (2003, 2007, 2019, 2023/2024) N additional D. marginalis plants monitored and longest leaf measured from 2000 until death of plant or 2019 (excluding 2018) PET PET Petiole (stalk below leaflets) length
Measurement type: Interval
Units: cm
Precision: 1PFERT PFERT Code denoting the plant reproductive status at the start of monitoring in 2000
Measurement type: Nominal
PFERT Codes
+ showAppears in data as Meaning of code F a spore-bearing plant (ie, sporophyllis or fertile leave present) S no fertile leaves present, a sterile (foliage, photosynthetic) plant at the start but possibly producing sporophylls later in the study PRS PRS Count of pairs of leaflets (pinnae) in lamina (below terminal leaflet area at the leaf tip: only recorded in 2000-2011, 2019, 2023/24
Measurement type: Interval
Units:
Precision: 1QUAD QUAD Quadrat number assigned to each of four 50m x 50x areas within a block
Measurement type: Interval
Units:
QUAD Codes
+ showAppears in data as Meaning of code 1 Quadrat 1 2 Quadrat 2 3 Quadrat 3 4 Quadrat 4 SORAL_COUNT SORAL COUNT Count of the number of pairs of leaflets on the longest fertile leaf with sori present (0 = terminal only). Only recorded in 2005, 2006, 2008-2011 for all longest fertile leaves and in 2019 for longest fertile leaves on focal plants (pcat = X).
Measurement type: Interval
Units:
Precision: 1SPECIES SPECIES Species abbreviation for the two species of fern monitored in this study.
Measurement type: Nominal
SPECIES Codes
+ showAppears in data as Meaning of code DI Dryopteris intermedia, (Evergreen wood fern) DM Dryopteris marginalis, (Marginal wood fern) STATCODE STATCODE Code for plant mortality status
Measurement type: Nominal
STATCODE Codes
+ showAppears in data as Meaning of code AL plant alive and present ALM plant missing or only in 2018 GY gone within past year and not seen again G gone from study before current year STATYEAR STATYEAR First survey year for plant (when STATCODE = AL) or first survey year that plant is gone (when STATCODE = GY)
Measurement type: DateTime
Date/Time Format: YYYYSTERILE STERILE Count of sterile leaves (photosynthetic only, vegetative, trophophyllis) on the monitored plant and lacking spore bearing structures (sorus, pl sori) on the lower surface of the leaf (includes observations of broken leaves even though it is not known if the upper part of the leaf had spores)
Measurement type: Interval
Units:
Precision: 1SUBQID SUBQID ID code for study subquadrats
Measurement type: Nominal
SUBQID Codes
+ showAppears in data as Meaning of code 1-20 sequenced ID number for the 20 sample subquadrats (BLOCK-QUAD-SUBQ combination (eg. ID: 1 = F321, 2 = 3F23...20 = 8C44)) used for fern observation TYPEPLANT TYPEPLANT Code noting the presence or absence of reproductive structures on any of the leaves during current monitoring session.
Measurement type: Nominal
TYPEPLANT Codes
+ showAppears in data as Meaning of code F fertile plant with fertile leaves (sporophylls) present during this monitoring period S sterile plant with no spore-bearing fertile leaves present during this monitoring period TYPELEAF TYPELEAF Leaf type code indicating sterile (vegetative) or fertile (reproductive) functional status of the leaf measured; if not recorded assumed as TYPEPLANT (2000-2002 and 2004-2006).
Measurement type: Nominal
TYPELEAF Codes
+ showAppears in data as Meaning of code F fertile leaf with spores (sporophyll) S sterile leaf with no reproductive structures present (vegetative, trophophyll) VCROWN VCROWN Code used to describe crown shape of plants. Only recorded in years 2008-2024.
Measurement type: Nominal
VCROWN Codes
+ showAppears in data as Meaning of code Y plant with 4 or more leaves for which the leaves form a symmetrical circle (vase-shaped crown) N not a vase-shaped crown WIDTH WIDTH Width of lamina at about its midpoint
Measurement type: Interval
Units: cm
Precision: 1YEAR YEAR Year during which fall monitoring took place.
Measurement type: DateTime
Date/Time Format: YYYYSUBQUAD SUBQUAD Subquadrat number assigned to minor block subdivisions (25m x25m), four per Quadrat, used for monitoring.
Measurement type: Nominal
SUBQUAD Codes
+ showAppears in data as Meaning of code 1 SUBQUAD 1 2 SUBQUAD 2 3 SUBQUAD 3 4 SUBQUAD 4 Sampling Equipment
Equipment and software used to collect data, including how that equipment was used.
Current Equipment
Sampling Equipment
Plants were identified using a white plastic flag on a wire support put in the ground near the plant. ID numbers were written on the flag with Sharpie. Leaves were measured using a 30- cm ruler and observations were written in a waterproof field book or on waterproof checklists.
Site Characteristics
The spatial extent of the dataset site coverage, and descriptions of the spatial extent and context for the data collection
No site characteristics recorded for this dataset