Present or planned work at my laboratory focuses on the following five major questions in invasion biology and forest entomology.
Does invasion of a
host plant by one organism alter the host
suitability for the subsequent attacker?
Does tree defense mechanism
vary in response to native vs. exotic
insects or diseases?
What roles do
environment and climate
play in altering tree defenses against invasion by insects and
diseases?
Do tree
defense strategies against
invading insects and diseases change under different
C and N regimes?
What are the consequences of plant defenses in short &
long-term fitness of invading insect herbivores?
US – Department of Agriculture – NAFI – Agriculture and Food Research Initiative
Foothills Research Institute – Mountain Pine Beetle Ecology Program
Ecology and management of emerging forest pest complexes
Bark beetles are
some of the most important pests of temperate forests. As the mountain pine beetle (MPB) has spread from British Columbia into
Alberta, there is possibility that it will invade to the jack pine (JP) forest in western
Canada extending from Alberta to the eastern Canada (Figure 1).

Figure 1. Distribution of jack pine (Yellow),
lodgepole pine (green shadow), white pine (red shadow)
The probability of this invasion has increased as global climate changes is expected to
promote warmer winter temperatures in northerly latitudes and higher elevations.
If MPB successfully invades and survives in JP, it may spread across Canada and cause serious ecological and
economical problems throughout the boreal forests. In my research program, I use MPB as a model system to study an
insect invasion into a new ecosystem. Such investigations are timely because potential MPB invasion of JP forest
could provide many new insights about insect invasion into a new habitat and host. The fundamental difference between
the historical habitat of MPB and JP system is the presence of a serious defoliator, jack pine budworm (JPBW) ,
and absence of outbreak species of bark beetles in the JP system.

Figure 2. jack pine budworm (JPBW)
In this long-term NSERC-Discovery funded project, my students and I focus on several aspects of
JP-MPB-JPBW interactions. We investigate interactions between MPB and JPBW because both species
will likely to interact on the same tree, although MPB will occur on stem and JPB will occur on
foliage. Tree chemical defenses has been evaluated as possible mechanisms that influence the
outcome of JP-MPB-JPBW interactions because chemical defenses are important mechanisms for conifers
against herbivores and fungi. Developing deeper understandings of how MPB invasion would affect the
JP forest system will be important contribution of this project. Such understanding is important to
elucidate the general structure and behavior of the JP system against MPB and will be critical for
the development of the integrated pest management of MPB in the JP forest.
Currently I have two MSc students (Jessie Colgan
and Jenny Lazebnik) investigating the implications to the
host and range expansion of the mountain pine beetle in the boreal forests of Canada.
I am also looking for
one PhD student and one
post-doctoral fellow starting on January 2011
on this subject.
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Effects prescribed fire on population dynamics of mountain pine beetle in Alberta?
Collaborators: Alberta Sustainable Resource Development and Parks Canada
Prescribed fires in Alberta are currently used to slow the spread of the mountain pine beetle (MPB) outbreak in lodgepole pine forests and reduce the overall landscape level MPB susceptibility by killing potential host trees prior to MPB arrival (Left picture below).
However, one potential risk associated with using fire to control MPB is the possibility of creating stressed
trees in and around the burned stands. These stressed trees have been reported to be more prone to successful
bark beetle colonization (right picture, above). Significant levels of post-fire beetle-induced mortality have been
observed in burned areas in Alberta, but are rarely quantified; therefore more comprehensive studies are needed
to investigate the potential impact of prescribed fires on population dynamics of MPB across landscape of lodgepole
pine forests in Alberta. The main objectives of this project are to determine (1) if fire will increase
concentration and contribute to population growth of MPB attack in burned and neighboring unburned stands of
lodgepole pine forest and (2) if burned forest stands will become a sink or source for MPB populations across
landscapes. We are estimating MPB population size in burned and neighboring unburned stands before and after fire,
and will monitor beetle population growth in both burned and unburned stands until 2012. The resulting information
will be useful to understand the role of prescribed fire in short- and long- term population dynamics of MPB, and hence
will be invaluable for using fire as a tool for MPB management.
Currently I have one PhD student (Crisia Tabacaru) working on this project.
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Fertilization and thinning as means of increasing the vigour of lodgepole pine trees against mountain pine beetle attacks
Collaborators: Drs. Vic Lieffers and Simon Landhausser from University of Alberta
Conifer trees are equipped
with sophisticated defenses that integrate physical, chemical, and
histological mechanisms. Upon wounding, conifers exude resin that
imposes a physical barrier and also contains a blend of toxic
compounds, primarily terpenes. Terpene
concentrations rise rapidly in response to attack, and within only a
few days can vastly exceed the tolerance level of the beetles and
their microbial symbionts. These biochemical changes are accompanied
by histological responses, including autonecrosis that rapidly
confines the insect - fungal complex. Nearly all trees respond, but
there is high intraspecific variation in the rate and extent of
response, often reflecting physiological stresses. There is a
considerable body of literature describing tree defenses in relation
to mountain pine beetle (MPB) attack. Warring and Pitman (1985)
suggest that trees that grow vigorously are more likely to ward off
attack from the beetle. The large experiment on fertilization and
thinning established by the
Foothills Growth and Yield Association offered a great
opportunity to investigate the influence of fertilization on the
defensive characteristics of lodgepole pine (LP) that would help
make them more resistant to future attack. Our objective is to
examine if fertilization and thinning improve in relation to
development of both constituent and induced defenses against MPB in
LP forest. Effectiveness of induced defenses is determined by
challenging trees with inoculation by fungal associates of MPB and
measuring its relative response in relation to features such as
lesion lengths (Figure 1 and 2, see above), non-structural
carbohydrate reserves, and the potential mobilization of these
reserves to boost up terpene and pitch production.
Currently I have
one PhD student (Devin Goodsman) co-supervised by Dr.
Vic Lieffers
working on this project.
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Effects of interactions between bacteria and fungi on mountain pine beetle reproduction in three host tree species
Collaborators: Drs. Kenneth F Raffa and Cameron R Currie from the University of Wisconsin, Madison and Brian H Aukema from Canadian Forest Service in Prince George, British Columbia, Canada
The mountain pine beetle (MPB) is a major pest of North American forests. Intermittent outbreaks have historically occurred,
but warming conditions have allowed the current eruption to expand beyond the beetle’s previous range. It has recently begun
killing lodgepole and hybrid lodgepole-jack pines (JP) in Alberta. Since JP extends continuously from Alberta into the US,
and intermingles with red and white pines (Right), eastern US forests are now threatened.
The extent to which this pest will undergo outbreaks in hybrid and
jack pines, and whether this will provide a bridge for expansion
into eastern forests are unknown. We are investigating a critical
component of this question, how interactions among bacteria, fungi,
and phytochemistry affect beetle reproduction. Fungi play crucial
and complex roles in bark beetle ecology, from beneficial to
antagonistic. It was recently reported that beetle- and tree-
associated bacteria strongly affect gallery fungal composition. The
objectives of this interdisciplinary project are to: (1) Compare
bacterial and fungal flora associated with infested and uninfested
lodgepole, jack, and hybrid pines; (2) Assay interactions among
microorganisms, and how phytochemicals affect them; (3) Determine
how these interactions affect beetle reproduction. This work will
help guide management responses to a climate-induced biological
invasion, and contribute to our understanding of how symbionts
mediate herbivore-host plant interactions.
Currently I have one MSc student (Janet Ariss) working on this project.
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Mountain pine beetle system genomics (Tria Project): Assessing effects of host tree species and environment influencing tree defense mechanisms against mountain pine beetle
There are several collaborators on this project (Tria Project). My group focuses on understanding the role of drought on tree defenses mediating interaction between host trees and mountain pine beetle.
Conifer forests provide largest renewable source of lignocellulose
in Canada. Sustainable use of these resources for bioenergy
production would secure continuous flow of lignocellulose to the
forestry sector. Outbreak species of mountain pine beetle (MPB)
poses one of the greatest challenge to the sustainability of these
forestry resources. The current MPB epidemic has provided a key
opportunity to assess and improve modeling tools required for
prediction of a sustainable lignocellulose feedstock supply for the
bioenergy industry. As the unprecedented landscape-level MPB
outbreak is spreading from British Columbia (BC) across the Rocky
Mountains into Alberta, new associations with host trees not
previously exposed to outbreaking MPB populations present unique
challenges in understanding system behaviour. Our collaborate
project integrates large-sale genomics research with ecological risk
modeling and economic analysis to develop and improve
genomics-enhanced tools for accurate prediction of bioenergy
feedstock availability from conifer forests impacted by (or at risk
of) pest disturbance. Our project focuses on all important elements
of the MPB system, including three host pine trees (lodgepole pine;
jack pine; and their hybrids), MPB, and MPB associated tree killing
fungi (e.g., Grosmannia clavigera). The overall goal of this applied
genomics project is to generate new genomics-based information and
tools for improved prediction of renewable bioenergy feedstock
supply from conifer forests, using the current MPB epidemic as a
highly relevant host-pest system.
Currently I have one post-doctoral
fellow (Dr. Inka Lusebrink) co-supervised by Dr.
Maya
Evenden working on this project.
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Implementation of national recovery strategies for the Mormon metalmark butterfly
Collaborators: Drs. John R Spence from University of Alberta and Shelley Pruss from Parks Canada
The Mormon metalmark (MM) is a medium-sized butterfly (Left) of arid regions that is named for white metallic markings on both
of its wings. In Canada, there are two populations of MM. The
Southern Mountain population in the Similkameen River Valley of
British Columbia is listed as “endangered”. The second population
referred to as the Prairie population is located in southwestern
Saskatchewan within the current and proposed Grasslands National
Park (GNP) boundaries. The recovery strategy addresses the Prairie
population as Threatened in 2002. However, knowledge of habitat
requirements for the Canadian Prairie population is extremely
limited and most of the current information comes from the US.
Although information is limited, it appears that in Saskatchewan, MM
typically occur on hillsides, slopes, or embankments on barren clay
or heavy clay soil where its host plant, the branched umbrella plant
(Eriogonum pauciflorum) occurs. Adult metalmarks require mature,
robust branched umbrella plants for oviposition and both the
flowering branched umbrella plant and the rubber rabbitbrush
(Ericameria nauseosa) for foraging.
MM larvae utilise the branched
umbrella plant for feeding and require the woody stems or underlying
leaf litter for hibernation. In general, the main threats to the species are invasive exotic species, pollution, accidental mortality,
potential climate change, and habitat loss and degradation due to urban and agricultural development, agricultural practices,
all-terrain vehicle traffic, and wild fire. The recovery goal for the Prairie population of MM is to maintain suitable habitat
and ecological linkages within the known range of the Prairie population of MM, which preserves the opportunity for natural processes
to shape the population dynamics and the evolution of the species.
I am looking for one MSc/PhD student starting on September 2010 or
January 2011 on this subject.
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Role of plant growth and biomass in tolerance and resistance of aspen for forest tent caterpillar in western Canada
Collaborators: Dr. Simon Landhausser
Trembling aspen is one of the fastest growing trees in North
America. The performance of aspen as a pioneer tree species is
mainly due to a set of chemical and physiological defences that
allow resistance or tolerance to biotic and abiotic stress agents.
Physiological traits include for example rapid growth to escape
browsing and chemical aspects of defence are tightly related to
secondary compounds production. Observations in nature suggest that
aspen’ growing conditions highly affect its foliage quality and
plant fitness. Thus variations of environmental conditions including
soil quality, nutrient availability, CO2 concentration, light
regimes and temperatures resulted in a differential chemical pattern
of aspen foliage. For example, aspen saplings grown in low nutrients
had more salicortin, tremulacin and condensed tannins, all involved
in defensive chemistry, than aspen grown in high nutrients
conditions.
Others showed that sun grown aspen was more preferred by Forest Tent
Caterpillar (FTC) than the ones grown under shade conditions. We
hypothesize that plant growing conditions, such as different levels
of sunlight or soil nutrients, affect herbivory performance on the
plant by changing plant chemical defenses against the herbivore. Our
objective is to (1) determine if FTC fitness will vary with
different levels of carbon and nutrient contents of seedlings, (2)
evaluate if differences observed in the fitness of FTC will be
explained by the plant secondary chemical compounds, (3) evaluate if
aspen seedlings with different carbon and nutrient status will have
different defensive strategy against herbivory by differentially
allocating its resources to defenses, and (4) evaluate if observed
changes in aspen secondary chemistry and FTC fitness will be
parallel to the molecular analysis characterizing aspen defenses.
Currently I have one MSc student (Ahmed Najar) co-supervised by Dr.
Simon
Landhausser from the University of Alberta working on this
project.
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Understanding the role of induced tree defenses in behavior and ecology of bark beetles
Collaborators: Dr. Paal Krokene from Norwegian Forest Research Institute
I have been collaborating with
scientists at the Norwegian University of Life Sciences
(NULS) under the umbrella of the
CONDEF
(Conifer Defenses) working group in Europe since 2004. The
CONDEF is an interdisciplinary research group aimed at
understanding the mechanisms of conifer defenses against
bark beetles. Our model in Norway is Norway spruce and the
spruce bark beetle. The spruce bark beetle, a distant
relative of the mountain pine beetle in western Canada, is
the most destructive insect pest of Norway spruce in
Eurasia.Several institutions, including NULS, in Europe and North America
are involved in different aspects of conifer defenses in different
model systems for over 10 years. The annual CONDEF meeting brings
together researchers from different countries and fosters
international collaboration. The overall objective of our
multidisciplinary program is to identify the interactions among key
biological components of our study system, and then integrate them
in an ecologically sound model which might provide a strong
foundation for the development of integrated management of the
spruce bark beetle, and potentially other forest pest insects.
During the first few years of our investigations, we explored how
plant inducible defenses, primarily chemical and anatomical, mediate
Norway spruce-the spruce bark beetle interactions. We used methyl
jasmonate to manipulate the biochemistry and anatomy of mature
Norway spruce trees against the beetle. Within a short time, we
demonstrated that the increased amount of terpenoid resin, a primary
component of tree chemical defenses, and increased traumatic resin
ducts, a primary component of tree anatomical defenses, present in
methyl jasmonate-treated trees were directly responsible for the
observed decrease in the bark beetle activity on the host.
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Spatiotemporal dynamics of introduced bark beetles: Implications to resource competition, invasion risk and management
Collaborators: Dr. Bjorn Økland from Norwegian Forest Research Institute
Ips typographus is the most important tree-killing bark beetle species on Norway spruce in Eurasia. Ips typographus has been intercepted many times by port inspectors in the US for the last two decades, but it has not yet become established in North America. This could be a failure of detection in which beetles may be present at lower levels than the detection threshold. Their failure to get established may also be due to ecological factors that are causing Allee effects. For the last two years, we have been investigating on the ability of I. typographus to colonize and reproduce on some North American spruce species to understand whether the resulting information would provide any evidence for the possibility of future establishment in North America. Because field experiments with live I. typographus in North America is not possible, we are utilizing North American spruce species growing with Norway spruce in the same environment in Norway. The objectives of our study is to (1) determine if beetles can colonize and produce brood on exotic spruce species, and (2) evaluate whether there is a risk of establishment of I. typographus in North America.
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