The decreased ability of northern red oak (Quercus rubra) to regenerat
e throughout its range in the eastern United States has important ecol
ogical and economic implications. We studied regeneration of northern
red oak in oak and pine stands on moderately productive sites in north
ern Lower Michigan, Our objectives were (1) to investigate the hypothe
sis that regeneration of northern red oak is more successful in pine t
han in oak stands and (2) to test whether removal of potential oversto
ry and understory competitors increases regeneration success on modera
tely productive sites. Northern red oak acorns and 2-yr-old nursery se
edlings were planted in spring 1991 in three natural oak stands and th
ree red pine (Pinus resinosa) plantations on comparable, moderately pr
oductive sites. Each stand contained four canopy cover treatments: cle
arcut, 25% cover (50% the first year), 75% cover, and uncut. Each cano
py cover treatment contained four understory treatments: herb-layer re
moval, shrub-layer removal, litter removal, and control. Seedling surv
ival, performance, and damage due to deer and late spring frosts were
quantified along with vegetation characteristics, light, soil moisture
, air temperature, soil temperature, and precipitation during the 1991
and 1992 growing seasons. Survival of seedlings was significantly low
er in the pine than in the oak stands; the pine stands had a higher in
cidence of white-tailed deer browsing and lower levels of belowground
resources than the oak stands. Canopy cover treatments produced a grad
ient from high stress (low light and soil moist-ire) and low disturban
ce (slight browsing and frost damage) in uncut plots to low stress (hi
gh light and soil moisture) and high disturbance (high browsing and fr
ost damage) in clear-cut plots. Understory vegetation development and
soil temperature were low in uncut plots, high in clear-cut plots, and
intermediate in plots with partial overstory removal. Despite poor gr
owth, the mortality of seedlings planted in uncut plots was low. In co
ntrast, mortality was high and surviving seedlings exhibited good grow
th in clearcuts. Understory treatment effects were slight compared wit
h overstory treatment effects. Results on our sites (1) do not support
the hypothesis that regeneration success of northern red oak may be g
reater in pine than in oak stands and (2) indicate that the positive e
ffects of removing potential competitors on seedling growth and physio
logical status may be compromised by simultaneous negative effects of
browsing and frost damage.